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Security record

DGRO

iShares Core Dividend Growth ETF · Financial Services · Asset Management - Income

77.29 +0.5% mkt cap $40.71B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
75Tracked holders
+4Δ holders
204.56MShares held
$15.51BReported value
+5New positions
−1Exits
Rising Conviction score 61/100 8 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.6% · share flow +2.7% · net new positions +5.3% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 75 +4 204.56M $15.51B +5 −1
Q1 2026 72 +1 199.26M $13.96B +5 −4
Q4 2025 71 -2 192.61M $13.37B +1 −3
Q3 2025 13 +3 39.32M $2.68B +3 —
Q2 2025 7 -1 8.34M $533.18M — −1
Q1 2025 5 0 202.87K $12.53M +2 −2
Q4 2024 5 -2 193.74K $11.88M +1 −3
Q3 2024 7 +3 185.73K $11.64M +3 —
Q2 2024 4 — 108.80K $6.27M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 21.29M +5.2% $1.61B 0.4% ▲ Add 3 SEC ↗
2 Morgan Stanley ✦ 20.17M +4.1% $1.53B 0.1% ▲ Add 4 SEC ↗ ×6
3 Bank Of America Corp /De/ 19.25M -0.7% $1.46B 0.1% ▼ Trim 3 SEC ↗ ×3
4 Wealthfront Advisers LLC 17.74M +1.8% $1.34B 2.6% ▲ Add 3 SEC ↗
5 Jones Financial Companies Lllp 14.42M +19.4% $1.09B 0.4% ▲ Add 3 SEC ↗ ×2
6 Raymond James Financial Inc 11.16M +2.7% $845.68M 0.2% ▲ Add 3 SEC ↗ ×4
7 Envestnet Asset Management Inc 11.10M +4.5% $841.26M 0.2% ▲ Add 3 SEC ↗
8 Royal Bank Of Canada 8.17M -0.8% $619.09M 0.1% ▼ Trim 3 SEC ↗ ×8
9 Commonwealth Equity Services, Llc 7.24M +0.1% $548.41M 0.7% ▲ Add 3 SEC ↗
10 Ameriprise Financial Inc 6.84M -0.2% $518.52M 0.1% ▼ Trim 3 SEC ↗ ×4
11 Wells Fargo & Company/Mn 6.84M +2.7% $518.38M 0.1% ▲ Add 3 SEC ↗ ×4
12 Pnc Financial Services Group, Inc. 5.86M -7.2% $443.91M 0.2% ▼ Trim 3 SEC ↗ ×8
13 HighTower Advisors, LLC 5.31M +3.0% $402.13M 0.4% ▲ Add 3 SEC ↗
14 Goldman Sachs Group ✦ 4.99M +4.5% $378.06M 0.0% ▲ Add 4 SEC ↗ ×2
15 JPMorgan Chase ✦ 4.97M +4.5% $377.34M 0.0% ▲ Add 4 SEC ↗ ×7
16 UBS Group AG 4.58M -1.8% $346.97M 0.1% ▼ Trim 3 SEC ↗ ×3
17 Fidelity (FMR) ✦ 4.56M -13.8% $345.94M 0.0% ▼ Trim 5 SEC ↗ ×2
18 Cetera Investment Advisers 3.50M +5.3% $265.43M 0.2% ▲ Add 3 SEC ↗
19 Mml Investors Services, Llc 3.36M +7.7% $254.94M 0.5% ▲ Add 3 SEC ↗
20 Truist Financial Corp 2.96M +0.7% $224.27M 0.3% ▲ Add 3 SEC ↗ ×3
21 Stifel Financial Corp 2.87M +3.5% $217.19M 0.2% ▲ Add 3 SEC ↗ ×5
22 Northwestern Mutual Wealth… 2.60M +4.5% $197.39M 0.1% ▲ Add 3 SEC ↗
23 Mariner, LLC 2.53M -7.0% $191.57M 0.2% ▼ Trim 3 SEC ↗ ×2
24 Osaic Holdings, Inc. 2.14M +22.2% $162.28M 0.2% ▲ Add 3 SEC ↗ ×4
25 Corient Private Wealth LP 1.53M -5.8% $116.16M 0.2% ▼ Trim 3 SEC ↗
26 BlackRock ✦ (passive) 958.01K -28.9% $72.61M 0.0% ▼ Trim 5 SEC ↗ ×6
27 Baird Financial Group, Inc. 930.16K +0.4% $70.50M 0.1% ▲ Add 3 SEC ↗ ×2
28 Fifth Third Bancorp 749.09K -0.9% $56.77M 0.1% ▼ Trim 3 SEC ↗
29 Captrust Financial Advisors 673.96K -2.0% $51.08M 0.1% ▼ Trim 3 SEC ↗
30 Bank of New York Mellon Corp 659.03K +2.9% $49.95M 0.0% ▲ Add 3 SEC ↗ ×7
31 Focus Partners Wealth 639.96K -0.8% $48.50M 0.1% ▼ Trim 3 SEC ↗
32 Wealth Enhancement Advisory… 411.44K +6.0% $31.71M 0.1% ▲ Add 3 SEC ↗
33 Creative Planning 416.88K +3.1% $31.60M 0.0% ▲ Add 3 SEC ↗
34 Gotham Asset Management ✦ 397.77K +12.5% $30.15M 0.1% ▲ Add 9 SEC ↗
35 Rockefeller Capital Management L.P. 394.23K +18.4% $29.88M 0.0% ▲ Add 3 SEC ↗ ×2
36 Citadel Advisors ✦ 234.14K +91.6% $17.75M 0.0% ▲ Add 2 SEC ↗
37 Mercer Global Advisors Inc /Adv 218.68K +1.3% $16.57M 0.0% ▲ Add 3 SEC ↗
38 Cerity Partners LLC 179.07K +7.9% $13.57M 0.0% ▲ Add 3 SEC ↗ ×3
39 Assetmark, Inc 165.45K +11.1% $12.54M 0.0% ▲ Add 3 SEC ↗
40 Citigroup Inc 157.63K -6.2% $11.95M 0.0% ▼ Trim 3 SEC ↗
41 Capital International Investors 150.17K +165.3% $11.38M 0.0% ▲ Add 3 SEC ↗
42 UBS AM, a distinct business unit of… 139.33K -0.8% $10.56M 0.0% ▼ Trim 3 SEC ↗
43 Tudor Investment Corp Et Al 106.82K +64.5% $8.10M 0.0% ▲ Add 2 SEC ↗
44 Blair William & Co/Il 106.21K +15.2% $8.05M 0.0% ▲ Add 3 SEC ↗
45 Northern Trust Corp 104.77K +1.1% $7.94M 0.0% ▲ Add 3 SEC ↗ ×2
46 TD Waterhouse Canada Inc. 96.19K +0.2% $7.33M 0.0% ▲ Add 3 SEC ↗
47 AQR Capital Management ✦ 82.34K +46.3% $6.24M 0.0% ▲ Add 8 SEC ↗ ×3
48 Us Bancorp \De\ 74.96K +1.5% $5.68M 0.0% ▲ Add 3 SEC ↗
49 Quantinno Capital Management LP 68.26K +11.7% $5.17M 0.0% ▲ Add 3 SEC ↗
50 Renaissance Technologies ✦ 66.70K -32.4% $5.06M 0.0% ▼ Trim 6 SEC ↗
51 Brown Advisory Inc 53.85K +12.7% $4.08M 0.0% ▲ Add 3 SEC ↗ ×2
52 National Bank Of Canada /Fi/ 49.71K +49.7% $3.77M 0.0% ▲ Add 3 SEC ↗
53 Bank Of Montreal /Can/ 45.27K +12.2% $3.43M 0.0% ▲ Add 3 SEC ↗ ×4
54 Cibc World Market Inc. 44.91K +3.4% $3.40M 0.0% ▲ Add 3 SEC ↗
55 Lido Advisors, LLC 35.48K +26.3% $2.69M 0.0% ▲ Add 3 SEC ↗ ×2
56 Neuberger Berman Group LLC 33.12K -3.7% $2.51M 0.0% ▼ Trim 3 SEC ↗
57 Mirae Asset Global Investments Co.… 31.50K +6.8% $2.39M 0.0% ▲ Add 3 SEC ↗
58 Financial Engines Advisors L.L.C. 22.52K -2.1% $1.71M 0.0% ▼ Trim 3 SEC ↗
59 D. E. Shaw & Co. ✦ 16.12K New $1.22M 0.0% New 1 SEC ↗
60 CIBC Bancorp USA Inc. 15.85K -12.8% $1.20M 0.0% ▼ Trim 2 SEC ↗ ×2
61 Qube Research & Technologies Ltd 14.68K +269.6% $1.11M 0.0% ▲ Add 3 SEC ↗
62 First Manhattan Co. Llc. 9.81K +18.8% $743,348 0.0% ▲ Add 3 SEC ↗
63 Nuveen, LLC 7.56K New $573,200 0.0% New 1 SEC ↗
64 Allspring Global Investments… 6.69K -70.0% $514,802 0.0% ▼ Trim 3 SEC ↗
65 Squarepoint Ops LLC 6.32K New $478,614 0.0% New 1 SEC ↗
66 Franklin Resources Inc 6.30K 0.0% $477,477 0.0% Held 3 SEC ↗
67 Empower Advisory Group, LLC 6.21K +26.8% $470,277 0.0% ▲ Add 3 SEC ↗
68 Kayne Anderson Rudnick Investment… 5.08K New $385,556 0.0% New 1 SEC ↗
69 Fisher Asset Management ✦ 2.98K -57.9% $225,800 0.0% ▼ Trim 3 SEC ↗
70 Deutsche Bank Ag\ 2.08K 0.0% $157,643 0.0% Held 3 SEC ↗
71 Lazard Asset Management Llc 1.00K 0.0% $75,790 0.0% Held 3 SEC ↗
72 Russell Investments Group, Ltd. 917 -64.9% $69,507 0.0% ▼ Trim 3 SEC ↗
73 Toronto Dominion Bank 171 0.0% $13,000 0.0% Held 2 SEC ↗
74 Group One Trading Llc 100 New $7,579 0.0% New 1 SEC ↗
75 Bnp Paribas Financial Markets 34 -34.6% $2,577 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

D. E. Shaw & Co. $1.22M 0.0%
Nuveen, LLC $573,200 0.0%
Squarepoint Ops LLC $478,614 0.0%
Kayne Anderson Rudnick… $385,556 0.0%
Group One Trading Llc $7,579 0.0%

Exited

Hrt Financial Lp $205,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,299 holders, 301.65M shares, $20.85B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API