Who owns iShares Core Dividend Growth ETF (DGRO)
Which tracked institutional funds hold DGRO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DGRO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DGRO is one-sided between 2026-Q1 and 2026-Q2: 458 added or opened and 93 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DGRO’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.5pp gap the other way — the median holder sizes DGRO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DGRO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1305 tracked filers holding DGRO, 696 increased or opened the position and 509 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DGRO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 31
- Bluespring Wealth Management, LLC$101M
- NewEdge Advisors, LLC$72M
- Global Retirement Partners, LLC$20M
- Planning Strategies Inc.$16M
- Gimbal Financial$15M
- Keeler Thomas Management LLC$8M
Full exits 47
- HighTower Advisors, LLC$361M
- Cambridge Investment Research Advisors, Inc.$78M
- NATIXIS ADVISORS, LLC$40M
- VAUGHAN DAVID INVESTMENTS LLC/IL$40M
- Janney Montgomery Scott LLC$39M
- Capital Analysts, LLC$32M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$261M
- LPL Financial LLC$194M
- MORGAN STANLEY$169M
- Wealthfront Advisers LLC$122M
- Kestra Advisory Services, LLC$109M
- BANK OF AMERICA CORP /DE/$98M
Largest trims
- Horizon Investments, LLC$57M
- HM PAYSON & CO$48M
- FMR LLC$26M
- BlackRock, Inc.$22M
- Jackson Wealth Management, LLC$14M
- FORM Wealth Advisors, LLC$12M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 21,292,882 | $1.6B | 8.2% | 2026-Q2 |
| MORGAN STANLEY added | 20,167,455 | $1.5B | 7.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 19,247,587 | $1.5B | 7.4% | 2026-Q2 |
| Wealthfront Advisers LLC added | 17,739,616 | $1.3B | 6.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 14,415,274 | $1.1B | 5.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 11,158,166 | $846M | 4.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,099,887 | $841M | 4.3% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 8,497,348 | $644M | 3.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 8,168,442 | $619M | 3.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 7,235,888 | $548M | 2.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 6,839,705 | $518M | 2.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 6,839,276 | $519M | 2.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 5,857,129 | $444M | 2.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,988,207 | $378M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,968,272 | $377M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 4,578,048 | $347M | 1.8% | 2026-Q2 |
| FMR LLC trimmed | 4,564,459 | $346M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 3,502,126 | $265M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,363,810 | $255M | 1.3% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,114,188 | $236M | 1.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,959,117 | $224M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,865,667 | $217M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,604,399 | $197M | 1.0% | 2026-Q2 |
| Mariner, LLC trimmed | 2,527,648 | $192M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 2,172,946 | $165M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,140,640 | $162M | 0.8% | 2026-Q2 |
| Avior Wealth Management, LLC added | 2,122,891 | $161M | 0.8% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 2,036,157 | $154M | 0.8% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 1,537,328 | $117M | 0.6% | 2026-Q2 |
| First Command Advisory Services, Inc. trimmed | 1,443,278 | $109M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 1,441,791 | $109M | 0.6% | 2026-Q2 |
| ProVise Management Group, LLC added | 1,430,575 | $108M | 0.6% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 1,329,183 | $101M | 0.5% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 1,327,069 | $101M | 0.5% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 1,274,825 | $97M | 0.5% | 2026-Q2 |
| SHP Wealth Management added | 1,268,880 | $96M | 0.5% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 1,263,551 | $96M | 0.5% | 2026-Q2 |
| Gratus Wealth Advisors, LLC added | 1,243,096 | $94M | 0.5% | 2026-Q2 |
| HM PAYSON & CO trimmed | 1,188,167 | $90M | 0.5% | 2026-Q2 |
| Seven Springs Wealth Group, LLC added | 1,183,767 | $90M | 0.5% | 2026-Q2 |
| Ledyard National Bank added | 1,162,346 | $88M | 0.4% | 2026-Q2 |
| Strategies Wealth Advisors, LLC trimmed | 1,106,388 | $84M | 0.4% | 2026-Q2 |
| American Trust added | 1,039,043 | $79M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 980,791 | $74M | 0.4% | 2026-Q2 |
| BlackRock, Inc. trimmed | 958,011 | $73M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 953,486 | $72M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 930,162 | $70M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 870,100 | $66M | 0.3% | 2026-Q2 |
| MCF Advisors LLC trimmed | 840,366 | $64M | 0.3% | 2026-Q2 |
| First Business Financial Services, Inc. added | 839,061 | $64M | 0.3% | 2026-Q2 |
| Stonebridge Financial Group, LLC trimmed | 825,225 | $63M | 0.3% | 2026-Q2 |
| Conservest Capital Advisors, Inc. added | 796,303 | $60M | 0.3% | 2026-Q2 |
| JGP Wealth Management, LLC added | 752,651 | $57M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 749,089 | $57M | 0.3% | 2026-Q2 |
| FFT WEALTH MANAGEMENT LLC added | 746,197 | $57M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 734,223 | $56M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 725,570 | $55M | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 721,444 | $55M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 673,955 | $51M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 659,031 | $50M | 0.3% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE added | 658,931 | $50M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 639,958 | $49M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 629,011 | $48M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 604,034 | $46M | 0.2% | 2026-Q2 |
| XML Financial, LLC added | 585,875 | $44M | 0.2% | 2026-Q2 |
| Wolff Financial Management LLC trimmed | 564,374 | $43M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 558,937 | $42M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 555,535 | $42M | 0.2% | 2026-Q2 |
| DAGCO, INC. added | 541,427 | $41M | 0.2% | 2026-Q2 |
| Scott Capital Advisors, LLC trimmed | 539,471 | $41M | 0.2% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 536,322 | $41M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 521,597 | $40M | 0.2% | 2026-Q2 |
| Auto-Owners Insurance Co trimmed | 514,500 | $39M | 0.2% | 2026-Q2 |
| FORM Wealth Advisors, LLC trimmed | 507,127 | $38M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 506,229 | $38M | 0.2% | 2026-Q2 |
| Hughes Financial Services, LLC added | 483,103 | $37M | 0.2% | 2026-Q2 |
| Silver Coast Investments LLC trimmed | 447,671 | $34M | 0.2% | 2026-Q2 |
| TRB Wealth Management, LLC added | 447,648 | $34M | 0.2% | 2026-Q2 |
| Altus Wealth Management, LLC added | 444,824 | $34M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 439,883 | $33M | 0.2% | 2026-Q2 |
| Compass Ion Advisors, LLC added | 428,139 | $32M | 0.2% | 2026-Q2 |
| D'Orazio & Associates, Inc. trimmed | 422,469 | $32M | 0.2% | 2026-Q2 |
| Provident Wealth Management, LLC added | 421,678 | $32M | 0.2% | 2026-Q2 |
| Legacy Financial Strategies, LLC added | 418,414 | $32M | 0.2% | 2026-Q2 |
| Creative Planning added | 416,883 | $32M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 411,438 | $32M | 0.2% | 2026-Q2 |
| Alliance Wealth Advisors, LLC added | 401,517 | $30M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 397,769 | $30M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 394,229 | $30M | 0.2% | 2026-Q2 |
| Presidio Capital Management, LLC added | 393,622 | $30M | 0.2% | 2026-Q2 |
| Adirondack Capital Advisors, LLC added | 389,302 | $30M | 0.2% | 2026-Q2 |
| SWEENEY & MICHEL, LLC added | 385,673 | $31M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 382,727 | $29M | 0.1% | 2026-Q2 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC added | 362,153 | $27M | 0.1% | 2026-Q2 |
| SVRN Asset Management, LLC added | 352,342 | $27M | 0.1% | 2026-Q2 |
| Davidson Capital Management Inc. added | 351,056 | $27M | 0.1% | 2026-Q2 |
| Summit Investment Advisory Services, LLC added | 339,666 | $26M | 0.1% | 2026-Q2 |
| Regent Peak Wealth Advisors LLC added | 334,542 | $25M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 333,705 | $25M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 332,548 | $25M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.