SS SPDR DOW JONES INDUS AVG DIA
$527.88
+1.0% 52w: $415.45 – $527.88
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data415.45471.66527.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.4K
-27 QoQ
13F value
$16.23B
-14.7% QoQ
Smart-money holders
55
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.7×
$4.01B calls / $6.14B puts
Institutional value by quarter
Number of holders
Who owns DIA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Bank broker | 4.1M | $1.89B | 0.2% | -38.0% |
| MORGAN STANLEY | Bank broker | 3.7M | $1.70B | 0.1% | +23.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 3.3M | $1.55B | 1.1% | -29.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.3M | $1.09B | 0.1% | +6.0% |
| LPL Financial LLC | Bank broker | 1.6M | $752.1M | 0.2% | -1.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.2M | $572.9M | 0.1% | -10.9% |
| UBS Group AG | Bank broker | 916.3K | $424.4M | 0.1% | +0.1% |
| ROYAL BANK OF CANADA | Bank broker | 804.6K | $372.7M | 0.1% | +4.3% |
| JPMORGAN CHASE & CO | Bank broker | 692.8K | $313.2M | 0.0% | +17.1% |
| BANK OF MONTREAL /CAN/ | Bank broker | 608.2K | $281.7M | 0.1% | -19.5% |
| Focus Partners Wealth | Wealth advisor | 577.8K | $267.6M | 0.3% | -3.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 516.3K | $239.2M | 0.1% | +9.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 483.3K | $223.8M | 0.1% | -6.9% |
| CITIGROUP INC | Bank broker | 433.1K | $200.6M | 0.1% | +14.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | Other | 391.6K | $181.4M | 1.0% | Held |
| Cetera Investment Advisers | Wealth advisor | 261.6K | $121.2M | 0.1% | -0.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 268.2K | $121.1M | 0.1% | +15.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 247.2K | $114.5M | 0.0% | +2.7% |
| Qube Research & Technologies Ltd | Quant stat arb | 242.0K | $112.1M | 0.2% | +146.0% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 238.8K | $110.6M | 0.1% | -41.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 234.2K | $108.5M | 0.1% | -1.8% |
| ARKANSAS FINANCIAL GROUP, INC. | Wealth advisor | 215.8K | $103.4M | 14.4% | +0.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 215.4K | $99.9M | 0.1% | -6.8% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 208.7K | $96.7M | 0.1% | +147.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 207.5K | $96.1M | 0.1% | -7.1% |
| Berkshire Money Management, Inc. | Wealth advisor | 205.1K | $95.0M | 9.7% | -0.7% |
| THOR TRADING ADVISORS, LLC | Wealth advisor | 200.8K | $93.0M | 38.5% | +1.3% |
| MIRAE ASSET SECURITIES (USA) INC. | Wealth advisor | 200.0K | $92.6M | 4.4% | Held |
| STIFEL FINANCIAL CORP | Diversified mechanical | 191.6K | $88.7M | 0.1% | +6.4% |
| BANK OF NOVA SCOTIA | Bank broker | 176.3K | $81.6M | 0.1% | -67.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 165.1K | $76.5M | 0.4% | +1.4% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 164.5K | $76.2M | 0.0% | -5.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 162.5K | $75.3M | 0.1% | +4.1% |
| JANE STREET GROUP, LLC | Market maker | 158.4K | $73.4M | 0.1% | -78.5% |
| SG Americas Securities, LLC | Diversified mechanical | 150.0K | $69.5M | 0.1% | +186.3% |
| Optiver Holding B.V. | Market maker | 142.1K | $65.8M | 2.5% | New |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Other | 128.0K | $59.3M | 1.2% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 124.1K | $57.5M | 0.1% | -25.7% |
| ALKEON CAPITAL MANAGEMENT LLC ★2 | Fundamental diversified | 119.7K | $55.4M | 0.3% | +27.5% |
| Atria Investments, Inc | Wealth advisor | 115.0K | $53.3M | 0.6% | -0.2% |
| Private Advisor Group, LLC | Wealth advisor | 113.7K | $52.7M | 0.2% | +18.4% |
| Creative Planning | Wealth advisor | 110.3K | $51.1M | 0.0% | +0.6% |
| CM WEALTH ADVISORS LLC | Wealth advisor | 109.0K | $50.6M | 10.8% | -0.2% |
| TCP Asset Management, LLC | Wealth advisor | 107.7K | $49.9M | 6.4% | +37.7% |
| Heck Capital Advisors, LLC | Wealth advisor | 105.3K | $48.8M | 3.6% | -2.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 105.2K | $48.7M | 0.1% | -8.2% |
| HighTower Advisors, LLC | Diversified mechanical | 104.2K | $48.3M | 0.1% | -2.4% |
| FMR LLC | Long only active | 102.3K | $47.4M | 0.0% | +10.7% |
| STEPHENS INC /AR/ | Diversified mechanical | 94.6K | $43.8M | 0.5% | +18.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 93.4K | $43.3M | 0.1% | +13.6% |
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.