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Disclosery

IDGT ISHARES TR

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US DIGI REAL ETF (fund)

58 managers (58 13F filers) reported a position in IDGT shares at 2025-12-31, 798,997 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
58
13F filers
58
New
9
Added
25
Reduced
7
Sold out
5
Shares held by filers
798,997

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aprio Wealth Management, LLC171,489$14.6M0.84%+8,06613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,413$7.77M<0.01%+54,00813F-HRTimelineGroup
LPL Financial LLC89,657$7.62M<0.01%+14,16413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…51,547$4.38M0.01%+7,17913F-HRTimelineGroup
Long Run Wealth Advisors, LLC45,769$3.89M0.73%+74713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,948$3.82M<0.01%+5,49213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC41,627$3.54M0.01%+8,90913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,456$3.1M<0.01%+9,60813F-HRTimelineGroup
Cetera Investment Advisers32,383$2.75M<0.01%+2,78813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,434$2.59M<0.01%-9,56113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,540$2.43M<0.01%-2,15513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY15,410$1.31M<0.01%+35813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG14,774$1.26M<0.01%-2,58713F-HRTimelineGroup
Krilogy Financial LLC11,730$1.03M0.03%-2,45913F-HRTimeline
IHT Wealth Management, LLC10,262$928K0.02%new13F-HRTimeline
CORA CAPITAL ADVISORS LLC10,432$887K0.35%+32413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,267$703K0.03%+15013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,933$674K<0.01%+2,44213F-HRTimelineGroup
Parallel Advisors, LLC5,766$490K0.01%+4013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,384$458K<0.01%+59913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,171$440K<0.01%+35913F-HRTimelineGroup
Janney Montgomery Scott LLC4,490$382K<0.01%-26013F-HRTimeline
GTS SECURITIES LLC3,582$304K0.01%-11,48413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,009$256K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC2,977$253K<0.01%-1,19113F-HRTimeline
TD Waterhouse Canada Inc.2,860$243K<0.01%+9013F-HRTimeline
Thompson David Blair2,577$219K0.12%13F-HRTimeline
Howard Capital Management Group, LLC2,396$204K0.01%013F-HRTimeline
Talisman Wealth Advisors LLC4,376$203K0.16%new13F-HRTimeline
Sunbelt Securities, Inc.1,896$161K0.01%+1413F-HRTimeline
Manchester Capital Management LLC1,850$157K0.02%013F-HRTimeline
SageView Advisory Group, LLC1,400$119K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,161$99K<0.01%+47513F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,013$86K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC981$83.4K<0.01%+20913F-HRTimelineGroup
Aptus Capital Advisors, LLC928$78.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC635$54K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…581$49.4K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC551$46.8K<0.01%+1013F-HRTimelineGroup
Steward Partners Investment Advisory, L…427$36.3K<0.01%+37813F-HRTimeline
Go Invest LLC366$31.1K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management340$28.9K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/210$17.8K<0.01%013F-HRTimelineGroup
MAI Capital Management155$13.2K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC138$12K<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN126$10.7K<0.01%+7813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…115$9.78K<0.01%013F-HR/ATimelineGroup
Tidemark, LLC94$7.99K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC87$7.39K<0.01%+2713F-HRTimeline
REDMONT WEALTH ADVISORS LLC75$6.38K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…69$5.87K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC55$4.85K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA46$3.91K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…12$1.02K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC11$935<0.01%new13F-HRTimeline
Archer Investment Corp8$718<0.01%013F-HRTimeline
Estate Planners Group, LLC8$673<0.01%13F-HRTimeline
SIGNATUREFD, LLC0$34<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.