Запись по ценной бумаге · архивный квартал
DGRO
iShares Core Dividend Growth ETF · Financial Services · Asset Management - Income
72Отслеживаемые держатели
+1Δ держателей
199.26MАкций в держании
$13.96BОтчётная стоимость
+5Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.4% ·
поток акций +3.5% ·
новые чистые позиции +1.4%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 660.70K | $50.67M | n/a | −1 |
| Q2 2026 | 74 | +4 | 199.26M | $15.10B | +5 | −2 |
| 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 | n/a |
| Q2 2025 | 7 | -1 | 8.34M | $533.18M | n/a | −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 | n/a |
| Q2 2024 | 4 | n/a | 108.80K | $6.27M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 |
| 3 | Morgan Stanley ✦ | 19.37M | 0.0% | $1.36B | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Wealthfront Advisers LLC | 17.43M | +25.1% | $1.22B | 2.7% | ▲ Add | 2 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 12.07M | +20.8% | $831.52M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 10.86M | +1.1% | $762.48M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Envestnet Asset Management Inc | 10.63M | +3.3% | $745.81M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 8.23M | +1.1% | $577.64M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 9 | Commonwealth Equity Services, Llc | 7.23M | -0.6% | $507.08M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 6.86M | -1.3% | $481.29M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | Wells Fargo & Company/Mn | 6.66M | -5.5% | $467.51M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Pnc Financial Services Group, Inc. | 6.31M | -7.1% | $442.86M | 0.3% | ▼ Trim | 2 | SEC ↗ ×8 |
| 13 | Fidelity (FMR) ✦ | 5.30M | -8.7% | $371.63M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 5.15M | +2.9% | $361.35M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 4.77M | -4.2% | $334.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 4.75M | +42.7% | $327.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 17 | UBS Group AG | 4.66M | +3.2% | $327.02M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Cetera Investment Advisers | 3.32M | +7.4% | $233.31M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 3.12M | -12.6% | $219.12M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 2.94M | -3.1% | $206.15M | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Stifel Financial Corp | 2.77M | +3.4% | $194.40M | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 22 | Mariner, LLC | 2.72M | +4.6% | $190.80M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Northwestern Mutual Wealth… | 2.49M | +5.0% | $174.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.75M | +6.7% | $122.92M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Corient Private Wealth LP | 1.63M | -50.8% | $113.98M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 26 | BlackRock ✦ (пассивный) | 1.35M | +6.3% | $94.63M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 27 | Baird Financial Group, Inc. | 926.65K | +1.2% | $65.03M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Fifth Third Bancorp | 756.22K | +4352.0% | $53.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 687.86K | +1.2% | $48.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 644.85K | -4.5% | $45.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 640.71K | -9.3% | $44.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 32 | Creative Planning | 404.33K | +5.0% | $28.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 388.09K | -33.1% | $27.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 353.47K | +59.2% | $24.81M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 332.82K | +14.6% | $23.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Mercer Global Advisors Inc /Adv | 215.80K | -18.3% | $15.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Citigroup Inc | 168.08K | +18.8% | $11.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Cerity Partners LLC | 165.98K | -1.8% | $11.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Assetmark, Inc | 148.87K | +1.2% | $10.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 140.46K | +2477.8% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 122.20K | Новый | $8.58M | 0.0% | New | 1 | SEC ↗ |
| 42 | Cwm, Llc | 117.21K | -0.3% | $8.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Northern Trust Corp | 103.62K | -4.7% | $7.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Renaissance Technologies ✦ | 98.60K | +206.2% | $6.92M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 95.96K | -25.8% | $6.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 92.22K | +3.0% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Us Bancorp \De\ | 73.88K | -22.7% | $5.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Tudor Investment Corp Et Al | 64.93K | Новый | $4.56M | 0.0% | New | 1 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 61.14K | +24.1% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Capital International Investors | 56.60K | +0.9% | $3.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 56.29K | +22.8% | $3.95M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 52 | Brown Advisory Inc | 47.78K | -9.5% | $3.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Cibc World Market Inc. | 43.42K | +8.1% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 40.34K | -21.1% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Neuberger Berman Group LLC | 34.40K | -1.6% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 33.21K | +86.2% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Mirae Asset Global Investments Co.… | 29.50K | -39.8% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Lido Advisors, LLC | 28.09K | +28.4% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Financial Engines Advisors L.L.C. | 23.01K | -1.8% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Allspring Global Investments… | 22.29K | -63.1% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | CIBC Bancorp USA Inc. | 18.18K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | First Manhattan Co. Llc. | 8.26K | 0.0% | $579,617 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Fisher Asset Management ✦ | 7.07K | +100.9% | $496,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Franklin Resources Inc | 6.30K | 0.0% | $442,134 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Empower Advisory Group, LLC | 4.89K | +12.1% | $343,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 3.97K | -17.2% | $278,755 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Hrt Financial Lp | 2.92K | Новый | $205,000 | 0.0% | New | 1 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 2.61K | +127.6% | $183,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Deutsche Bank Ag\ | 2.08K | -10.2% | $145,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Lazard Asset Management Llc | 1.00K | 0.0% | $70,180 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Toronto Dominion Bank | 171 | Новый | $12,000 | 0.0% | New | 1 | SEC ↗ |
| 72 | Bnp Paribas Financial Markets | 52 | Новый | $3,649 | 0.0% | New | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $8.58M | 0.0% |
| Tudor Investment Corp Et Al | $4.56M | 0.0% |
| Hrt Financial Lp | $205,000 | 0.0% |
| Toronto Dominion Bank | $12,000 | 0.0% |
| Bnp Paribas Financial Markets | $3,649 | 0.0% |
Закрыто
| Susquehanna International… | $1.94M | составлял 0.0% |
| T. Rowe Price | $230,000 | составлял 0.0% |
| Group One Trading Llc | $35,265 | составлял 0.0% |
| Simplex Trading, Llc | $6,247 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,299 держатели, 301.65M акции, $20.85B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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