ISHARES CORE DIVIDEND GROWTH DGRO
$77.26
+1.5% 52w: $60.97 – $77.26
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data60.9769.1277.26
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.3K
+33 QoQ
13F value
$21.59B
+5.2% QoQ
Smart-money holders
40
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
7.9×
$129.0M calls / $16.3M puts
Institutional value by quarter
Number of holders
Who owns DGRO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 20.2M | $1.42B | 0.4% | +7.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 19.4M | $1.36B | 0.1% | -1.9% |
| MORGAN STANLEY | Bank broker | 19.4M | $1.36B | 0.1% | 0.0% |
| Wealthfront Advisers LLC | Wealth advisor | 17.4M | $1.22B | 2.7% | +25.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 12.1M | $831.5M | 0.4% | +20.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 10.9M | $762.5M | 0.2% | +1.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 10.6M | $745.8M | 0.2% | +3.3% |
| Capital Investment Advisors, LLC | Wealth advisor | 8.4M | $591.7M | 8.7% | +1.1% |
| ROYAL BANK OF CANADA | Bank broker | 8.2M | $577.6M | 0.1% | +1.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 7.2M | $507.1M | 0.7% | -0.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 6.9M | $481.3M | 0.1% | -1.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.7M | $467.5M | 0.1% | -5.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 6.3M | $442.9M | 0.3% | -7.1% |
| FMR LLC | Long only active | 5.3M | $371.6M | 0.0% | -8.7% |
| HighTower Advisors, LLC | Diversified mechanical | 5.1M | $361.4M | 0.4% | +2.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 4.8M | $335.0M | 0.0% | -4.2% |
| JPMORGAN CHASE & CO | Bank broker | 4.8M | $327.9M | 0.0% | +42.7% |
| UBS Group AG | Bank broker | 4.7M | $327.0M | 0.1% | +3.2% |
| Cetera Investment Advisers | Wealth advisor | 3.3M | $233.3M | 0.2% | +7.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 3.1M | $219.1M | 0.6% | -12.5% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 3.1M | $218.6M | 1.9% | -2.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 2.9M | $206.1M | 0.3% | -3.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.8M | $194.4M | 0.2% | +3.4% |
| Mariner, LLC | Diversified mechanical | 2.7M | $190.8M | 0.2% | +4.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.5M | $174.9M | 0.1% | +5.0% |
| HM PAYSON & CO | Diversified mechanical | 2.0M | $137.9M | 2.0% | +955.2% |
| Avior Wealth Management, LLC | Wealth advisor | 1.9M | $133.3M | 3.8% | -0.4% |
| TD PRIVATE CLIENT WEALTH LLC | Wealth advisor | 1.9M | $131.3M | 2.7% | +8.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.8M | $122.9M | 0.2% | +6.7% |
| Corient Private Wealth LLC | Diversified mechanical | 1.6M | $114.0M | 0.2% | -50.8% |
| First Command Advisory Services, Inc. | Wealth advisor | 1.5M | $106.7M | 0.7% | +0.4% |
| ProVise Management Group, LLC | Other | 1.4M | $98.5M | 7.1% | +2.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.4M | $97.9M | 0.5% | +64.5% |
| BlackRock, Inc. | Index provider | 1.3M | $94.6M | 0.0% | +6.3% |
| Dynasty Wealth Management, LLC | Wealth advisor | 1.3M | $89.9M | 0.8% | +15189.7% |
| Strategies Wealth Advisors, LLC | Wealth advisor | 1.3M | $88.7M | 8.9% | -2.6% |
| Quotient Wealth Partners, LLC | Wealth advisor | 1.2M | $85.8M | 2.3% | New |
| Gratus Wealth Advisors, LLC | Wealth advisor | 1.2M | $85.5M | 12.4% | -2.9% |
| SHP Wealth Management | Wealth advisor | 1.2M | $84.0M | 6.3% | -1.4% |
| Seven Springs Wealth Group, LLC | Wealth advisor | 1.1M | $80.3M | 18.6% | +0.7% |
| Ledyard National Bank | Other | 1.1M | $80.2M | 7.0% | -6.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.1M | $77.6M | 0.2% | +4.1% |
| Confluence Wealth Services, Inc. | Wealth advisor | 1.1M | $73.7M | 2.9% | +0.8% |
| American Trust | Wealth advisor | 993.8K | $69.7M | 6.2% | +3.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 984.7K | $69.1M | 0.4% | +1.4% |
| Private Advisor Group, LLC | Wealth advisor | 938.8K | $65.9M | 0.3% | -0.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 928.2K | $65.1M | 0.2% | +4.8% |
| Baird Financial Group, Inc. | Diversified mechanical | 926.6K | $65.0M | 0.1% | +1.2% |
| MCF Advisors LLC | Wealth advisor | 844.0K | $59.2M | 2.6% | +35008.7% |
| First Business Financial Services, Inc. | Wealth advisor | 835.2K | $58.6M | 5.2% | +1.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.