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Effectdossier · gearchiveerd kwartaal

DGRO

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

79.84 -0.1% marktkapitalisatie $42.05B koers vertraagd (FMP) · per Aug 25 22:08 UTC — los van onderstaande aangiftegegevens

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
72Gevolgde houders
+1Δ houders
199.26MGehouden aandelen
$13.96BGerapporteerde waarde
+5Nieuwe posities
−4Uitstappen
Rising Overtuigingsscore 56/100 7 kwartalen van stijgende gevolgde aandelen ●●●●●● Hoe deze worden berekend → Dit toelichten aan de Research Desk →

Momentum-inputs (vergelijkbare managers): breedte van houders +1.4% · aandelenstroom +3.5% · netto nieuwe posities +1.4%formule
Brede accumulatie — stijgende aandelen bij meer houders

Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026

Eigendom in de tijd
KwartaalHoudersΔAandelenGerapporteerde waardeNieuwUitstappen
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
Aantal houders
Wie het bezit · Q1 2026
#ManagerAandelenΔ aandelenWaardeHun gewichtGehouden
1 LPL Financial LLC 20.24M +7.8% $1.42B 0.4% ▲ Add 2 SEC ↗
2 Bank Of America Corp /De/ 19.39M -1.9% $1.36B 0.1% ▼ Trim 2 SEC ↗
3 Bank Of America Corp /De/ 19.39M -1.9% $1.36B 0.1% ▼ Trim 2 SEC ↗
4 Bank Of America Corp /De/ 19.39M -1.9% $1.36B 0.1% ▼ Trim 2 SEC ↗
5 Morgan Stanley 19.37M 0.0% $1.36B 0.1% ▲ Add 3 SEC ↗
6 Morgan Stanley 19.37M 0.0% $1.36B 0.1% ▲ Add 3 SEC ↗
7 Morgan Stanley 19.37M 0.0% $1.36B 0.1% ▲ Add 3 SEC ↗
8 Morgan Stanley 19.37M 0.0% $1.36B 0.1% ▲ Add 3 SEC ↗
9 Wealthfront Advisers LLC 17.43M +25.1% $1.22B 2.7% ▲ Add 2 SEC ↗
10 Jones Financial Companies Lllp 12.07M +20.8% $831.52M 0.4% ▲ Add 2 SEC ↗
11 Jones Financial Companies Lllp 12.07M +20.8% $831.52M 0.4% ▲ Add 2 SEC ↗
12 Raymond James Financial Inc 10.86M +1.1% $762.48M 0.2% ▲ Add 2 SEC ↗
13 Raymond James Financial Inc 10.86M +1.1% $762.48M 0.2% ▲ Add 2 SEC ↗
14 Raymond James Financial Inc 10.86M +1.1% $762.48M 0.2% ▲ Add 2 SEC ↗
15 Raymond James Financial Inc 10.86M +1.1% $762.48M 0.2% ▲ Add 2 SEC ↗
16 Envestnet Asset Management Inc 10.63M +3.3% $745.81M 0.2% ▲ Add 2 SEC ↗
17 Royal Bank Of Canada 8.23M +1.1% $577.64M 0.1% ▲ Add 2 SEC ↗
18 Royal Bank Of Canada 8.23M +1.1% $577.64M 0.1% ▲ Add 2 SEC ↗
19 Royal Bank Of Canada 8.23M +1.1% $577.64M 0.1% ▲ Add 2 SEC ↗
20 Royal Bank Of Canada 8.23M +1.1% $577.64M 0.1% ▲ Add 2 SEC ↗
21 Royal Bank Of Canada 8.23M +1.1% $577.64M 0.1% ▲ Add 2 SEC ↗
22 Royal Bank Of Canada 8.23M +1.1% $577.64M 0.1% ▲ Add 2 SEC ↗
23 Royal Bank Of Canada 8.23M +1.1% $577.64M 0.1% ▲ Add 2 SEC ↗
24 Royal Bank Of Canada 8.23M +1.1% $577.64M 0.1% ▲ Add 2 SEC ↗
25 Commonwealth Equity Services, Llc 7.23M -0.6% $507.08M 0.7% ▼ Trim 2 SEC ↗
26 Ameriprise Financial Inc 6.86M -1.3% $481.29M 0.1% ▼ Trim 2 SEC ↗
27 Ameriprise Financial Inc 6.86M -1.3% $481.29M 0.1% ▼ Trim 2 SEC ↗
28 Ameriprise Financial Inc 6.86M -1.3% $481.29M 0.1% ▼ Trim 2 SEC ↗
29 Ameriprise Financial Inc 6.86M -1.3% $481.29M 0.1% ▼ Trim 2 SEC ↗
30 Wells Fargo & Company/Mn 6.66M -5.5% $467.51M 0.1% ▼ Trim 2 SEC ↗
31 Wells Fargo & Company/Mn 6.66M -5.5% $467.51M 0.1% ▼ Trim 2 SEC ↗
32 Wells Fargo & Company/Mn 6.66M -5.5% $467.51M 0.1% ▼ Trim 2 SEC ↗
33 Wells Fargo & Company/Mn 6.66M -5.5% $467.51M 0.1% ▼ Trim 2 SEC ↗
34 Pnc Financial Services Group, Inc. 6.31M -7.1% $442.86M 0.3% ▼ Trim 2 SEC ↗
35 Pnc Financial Services Group, Inc. 6.31M -7.1% $442.86M 0.3% ▼ Trim 2 SEC ↗
36 Pnc Financial Services Group, Inc. 6.31M -7.1% $442.86M 0.3% ▼ Trim 2 SEC ↗
37 Pnc Financial Services Group, Inc. 6.31M -7.1% $442.86M 0.3% ▼ Trim 2 SEC ↗
38 Pnc Financial Services Group, Inc. 6.31M -7.1% $442.86M 0.3% ▼ Trim 2 SEC ↗
39 Pnc Financial Services Group, Inc. 6.31M -7.1% $442.86M 0.3% ▼ Trim 2 SEC ↗
40 Pnc Financial Services Group, Inc. 6.31M -7.1% $442.86M 0.3% ▼ Trim 2 SEC ↗
41 Pnc Financial Services Group, Inc. 6.31M -7.1% $442.86M 0.3% ▼ Trim 2 SEC ↗
42 Fidelity (FMR) 5.30M -8.7% $371.63M 0.0% ▼ Trim 4 SEC ↗
43 Fidelity (FMR) 5.30M -8.7% $371.63M 0.0% ▼ Trim 4 SEC ↗
44 HighTower Advisors, LLC 5.15M +2.9% $361.35M 0.4% ▲ Add 2 SEC ↗
45 Goldman Sachs Group 4.77M -4.2% $334.95M 0.0% ▼ Trim 3 SEC ↗
46 Goldman Sachs Group 4.77M -4.2% $334.95M 0.0% ▼ Trim 3 SEC ↗
47 JPMorgan Chase 4.75M +42.7% $327.91M 0.0% ▲ Add 3 SEC ↗
48 JPMorgan Chase 4.75M +42.7% $327.91M 0.0% ▲ Add 3 SEC ↗
49 JPMorgan Chase 4.75M +42.7% $327.91M 0.0% ▲ Add 3 SEC ↗
50 JPMorgan Chase 4.75M +42.7% $327.91M 0.0% ▲ Add 3 SEC ↗
51 JPMorgan Chase 4.75M +42.7% $327.91M 0.0% ▲ Add 3 SEC ↗
52 JPMorgan Chase 4.75M +42.7% $327.91M 0.0% ▲ Add 3 SEC ↗
53 JPMorgan Chase 4.75M +42.7% $327.91M 0.0% ▲ Add 3 SEC ↗
54 UBS Group AG 4.66M +3.2% $327.02M 0.1% ▲ Add 2 SEC ↗
55 UBS Group AG 4.66M +3.2% $327.02M 0.1% ▲ Add 2 SEC ↗
56 UBS Group AG 4.66M +3.2% $327.02M 0.1% ▲ Add 2 SEC ↗
57 UBS Group AG 4.66M +3.2% $327.02M 0.1% ▲ Add 2 SEC ↗
58 Cetera Investment Advisers 3.32M +7.4% $233.31M 0.2% ▲ Add 2 SEC ↗
59 Mml Investors Services, Llc 3.12M -12.6% $219.12M 0.6% ▼ Trim 2 SEC ↗
60 Truist Financial Corp 2.94M -3.1% $206.15M 0.3% ▼ Trim 2 SEC ↗
61 Truist Financial Corp 2.94M -3.1% $206.15M 0.3% ▼ Trim 2 SEC ↗
62 Truist Financial Corp 2.94M -3.1% $206.15M 0.3% ▼ Trim 2 SEC ↗
63 Stifel Financial Corp 2.77M +3.4% $194.40M 0.2% ▲ Add 2 SEC ↗
64 Stifel Financial Corp 2.77M +3.4% $194.40M 0.2% ▲ Add 2 SEC ↗
65 Stifel Financial Corp 2.77M +3.4% $194.40M 0.2% ▲ Add 2 SEC ↗
66 Stifel Financial Corp 2.77M +3.4% $194.40M 0.2% ▲ Add 2 SEC ↗
67 Stifel Financial Corp 2.77M +3.4% $194.40M 0.2% ▲ Add 2 SEC ↗
68 Stifel Financial Corp 2.77M +3.4% $194.40M 0.2% ▲ Add 2 SEC ↗
69 Mariner, LLC 2.72M +4.6% $190.80M 0.2% ▲ Add 2 SEC ↗
70 Mariner, LLC 2.72M +4.6% $190.80M 0.2% ▲ Add 2 SEC ↗
71 Mariner, LLC 2.72M +4.6% $190.80M 0.2% ▲ Add 2 SEC ↗
72 Northwestern Mutual Wealth… 2.49M +5.0% $174.89M 0.1% ▲ Add 2 SEC ↗
73 Osaic Holdings, Inc. 1.75M +6.7% $122.92M 0.2% ▲ Add 2 SEC ↗
74 Osaic Holdings, Inc. 1.75M +6.7% $122.92M 0.2% ▲ Add 2 SEC ↗
75 Osaic Holdings, Inc. 1.75M +6.7% $122.92M 0.2% ▲ Add 2 SEC ↗
76 Corient Private Wealth LP 1.63M -50.8% $113.98M 0.2% ▼ Trim 2 SEC ↗
77 BlackRock (passief) 1.35M +6.3% $94.63M 0.0% ▲ Add 4 SEC ↗
78 BlackRock (passief) 1.35M +6.3% $94.63M 0.0% ▲ Add 4 SEC ↗
79 BlackRock (passief) 1.35M +6.3% $94.63M 0.0% ▲ Add 4 SEC ↗
80 BlackRock (passief) 1.35M +6.3% $94.63M 0.0% ▲ Add 4 SEC ↗
81 BlackRock (passief) 1.35M +6.3% $94.63M 0.0% ▲ Add 4 SEC ↗
82 BlackRock (passief) 1.35M +6.3% $94.63M 0.0% ▲ Add 4 SEC ↗
83 Baird Financial Group, Inc. 926.65K +1.2% $65.03M 0.1% ▲ Add 2 SEC ↗
84 Baird Financial Group, Inc. 926.65K +1.2% $65.03M 0.1% ▲ Add 2 SEC ↗
85 Fifth Third Bancorp 756.22K +4352.0% $53.07M 0.1% ▲ Add 2 SEC ↗
86 Captrust Financial Advisors 687.86K +1.2% $48.27M 0.1% ▲ Add 2 SEC ↗
87 Focus Partners Wealth 644.85K -4.5% $45.26M 0.1% ▼ Trim 2 SEC ↗
88 Bank of New York Mellon Corp 640.71K -9.3% $44.96M 0.0% ▼ Trim 2 SEC ↗
89 Bank of New York Mellon Corp 640.71K -9.3% $44.96M 0.0% ▼ Trim 2 SEC ↗
90 Bank of New York Mellon Corp 640.71K -9.3% $44.96M 0.0% ▼ Trim 2 SEC ↗
91 Bank of New York Mellon Corp 640.71K -9.3% $44.96M 0.0% ▼ Trim 2 SEC ↗
92 Bank of New York Mellon Corp 640.71K -9.3% $44.96M 0.0% ▼ Trim 2 SEC ↗
93 Bank of New York Mellon Corp 640.71K -9.3% $44.96M 0.0% ▼ Trim 2 SEC ↗
94 Creative Planning 404.33K +5.0% $28.38M 0.0% ▲ Add 2 SEC ↗
95 Wealth Enhancement Advisory… 388.09K -33.1% $27.29M 0.1% ▼ Trim 2 SEC ↗
96 Gotham Asset Management 353.47K +59.2% $24.81M 0.1% ▲ Add 8 SEC ↗
97 Rockefeller Capital Management L.P. 332.82K +14.6% $23.36M 0.0% ▲ Add 2 SEC ↗
98 Rockefeller Capital Management L.P. 332.82K +14.6% $23.36M 0.0% ▲ Add 2 SEC ↗
99 Mercer Global Advisors Inc /Adv 215.80K -18.3% $15.14M 0.0% ▼ Trim 2 SEC ↗
100 Citigroup Inc 168.08K +18.8% $11.80M 0.0% ▲ Add 2 SEC ↗

"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.

Nieuwe kopers

Geen nieuwe bijgehouden kopers dit kwartaal.

Verlaten

Susquehanna International… $1.94M was 0.0%
T. Rowe Price $230,000 was 0.0%
Group One Trading Llc $35,265 was 0.0%
Simplex Trading, Llc $6,247 was 0.0%

Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,299 houders, 301.65M aandelen, $20.85B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.

Vaak gezamenlijk in bezit

Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.

Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR. Rapportageperiode: Q1 2026 · Methodologie · Verkrijg dit via de API