Who owns 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-Q1 13F filings (latest filed 2026-05-18). 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
258 tracked funds added or opened DGRO while 137 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 0.4pp 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 2025-Q4 and 2026-Q1, across 1300 tracked filers holding DGRO, 668 increased or opened the position and 498 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 2025-Q4 and 2026-Q1 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 30
- Quotient Wealth Partners, LLC$86M
- TRB Wealth Management, LLC$31M
- Davidson Capital Management Inc.$25M
- CLEAR WAVE WEALTH MANAGEMENT LLC$17M
- Madson Wealth Advisors Inc$8M
- ARQ WEALTH ADVISORS, LLC$8M
Full exits 29
- NewEdge Advisors, LLC$61M
- COMERICA BANK$51M
- Litman Gregory Wealth Management LLC$35M
- Global Retirement Partners, LLC$23M
- BAROMETER CAPITAL MANAGEMENT INC.$14M
- BBR PARTNERS, LLC$10M
Largest adds
- Wealthfront Advisers LLC$256M
- JONES FINANCIAL COMPANIES LLLP$138M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$133M
- HM PAYSON & CO$125M
- LPL Financial LLC$118M
- JPMORGAN CHASE & CO$97M
Largest trims
- CITADEL ADVISORS LLC$98M
- FMR LLC$31M
- MML INVESTORS SERVICES, LLC$29M
- PNC FINANCIAL SERVICES GROUP, INC.$29M
- CORRECT CAPITAL WEALTH MANAGEMENT$27M
- Madison Wealth Partners, Inc$26M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 20,236,610 | $1.4B | 7.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 19,389,641 | $1.4B | 7.4% | 2026-Q1 |
| MORGAN STANLEY added | 19,367,374 | $1.4B | 7.4% | 2026-Q1 |
| Wealthfront Advisers LLC added | 17,425,702 | $1.2B | 6.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 12,067,891 | $832M | 4.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 10,864,804 | $762M | 4.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,627,078 | $746M | 4.1% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 8,431,594 | $592M | 3.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 8,230,843 | $578M | 3.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 7,225,477 | $507M | 2.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 6,855,975 | $481M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 6,661,626 | $468M | 2.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 6,310,350 | $443M | 2.4% | 2026-Q1 |
| FMR LLC trimmed | 5,294,704 | $372M | 2.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 5,148,918 | $361M | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,772,766 | $335M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,753,627 | $328M | 1.8% | 2026-Q1 |
| UBS Group AG added | 4,659,680 | $327M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 3,324,499 | $233M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 3,122,246 | $219M | 1.2% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 3,114,188 | $219M | 1.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 2,937,418 | $206M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,770,076 | $194M | 1.1% | 2026-Q1 |
| Mariner, LLC added | 2,718,697 | $191M | 1.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,492,043 | $175M | 1.0% | 2026-Q1 |
| HM PAYSON & CO added | 1,965,020 | $138M | 0.8% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 1,899,744 | $133M | 0.7% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 1,870,534 | $131M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,751,054 | $123M | 0.7% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 1,626,347 | $114M | 0.6% | 2026-Q1 |
| First Command Advisory Services, Inc. added | 1,520,205 | $107M | 0.6% | 2026-Q1 |
| ProVise Management Group, LLC added | 1,403,415 | $98M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,394,397 | $98M | 0.5% | 2026-Q1 |
| BlackRock, Inc. added | 1,348,444 | $95M | 0.5% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 1,281,275 | $90M | 0.5% | 2026-Q1 |
| Strategies Wealth Advisors, LLC trimmed | 1,264,195 | $89M | 0.5% | 2026-Q1 |
| Quotient Wealth Partners, LLC new | 1,222,650 | $86M | 0.5% | 2026-Q1 |
| Gratus Wealth Advisors, LLC trimmed | 1,218,011 | $85M | 0.5% | 2026-Q1 |
| SHP Wealth Management trimmed | 1,196,825 | $84M | 0.5% | 2026-Q1 |
| Seven Springs Wealth Group, LLC added | 1,143,665 | $80M | 0.4% | 2026-Q1 |
| Ledyard National Bank trimmed | 1,142,426 | $80M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,106,092 | $78M | 0.4% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 1,050,750 | $74M | 0.4% | 2026-Q1 |
| American Trust added | 993,754 | $70M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 984,746 | $69M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 938,814 | $66M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 926,648 | $65M | 0.4% | 2026-Q1 |
| MCF Advisors LLC added | 844,013 | $59M | 0.3% | 2026-Q1 |
| First Business Financial Services, Inc. added | 835,155 | $59M | 0.3% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 829,714 | $58M | 0.3% | 2026-Q1 |
| Horizon Investments, LLC added | 814,939 | $57M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 797,552 | $56M | 0.3% | 2026-Q1 |
| Conservest Capital Advisors, Inc. added | 793,408 | $56M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 756,216 | $53M | 0.3% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 736,631 | $52M | 0.3% | 2026-Q1 |
| JGP Wealth Management, LLC added | 727,226 | $51M | 0.3% | 2026-Q1 |
| Sigma Planning Corp trimmed | 721,369 | $51M | 0.3% | 2026-Q1 |
| FORM Wealth Advisors, LLC added | 715,444 | $50M | 0.3% | 2026-Q1 |
| FFT WEALTH MANAGEMENT LLC added | 708,712 | $50M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 706,261 | $50M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 695,460 | $49M | 0.3% | 2026-Q1 |
| Auto-Owners Insurance Co trimmed | 689,500 | $48M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 687,861 | $48M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 644,846 | $45M | 0.2% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE added | 642,658 | $45M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 640,708 | $45M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 602,903 | $42M | 0.2% | 2026-Q1 |
| XML Financial, LLC added | 576,049 | $40M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 569,687 | $40M | 0.2% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL trimmed | 566,639 | $40M | 0.2% | 2026-Q1 |
| Wolff Financial Management LLC added | 566,631 | $40M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 558,516 | $39M | 0.2% | 2026-Q1 |
| Scott Capital Advisors, LLC added | 539,569 | $39M | 0.2% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 530,539 | $37M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 534,531 | $37M | 0.2% | 2026-Q1 |
| DAGCO, INC. added | 519,681 | $36M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 517,276 | $36M | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 500,675 | $35M | 0.2% | 2026-Q1 |
| Hughes Financial Services, LLC added | 461,279 | $32M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 459,104 | $32M | 0.2% | 2026-Q1 |
| Silver Coast Investments LLC added | 449,662 | $32M | 0.2% | 2026-Q1 |
| Altus Wealth Management, LLC added | 441,639 | $31M | 0.2% | 2026-Q1 |
| TRB Wealth Management, LLC new | 439,261 | $31M | 0.2% | 2026-Q1 |
| D'Orazio & Associates, Inc. trimmed | 430,362 | $30M | 0.2% | 2026-Q1 |
| Provident Wealth Management, LLC trimmed | 419,556 | $29M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 419,372 | $29M | 0.2% | 2026-Q1 |
| Compass Ion Advisors, LLC added | 419,164 | $29M | 0.2% | 2026-Q1 |
| Legacy Financial Strategies, LLC trimmed | 414,367 | $29M | 0.2% | 2026-Q1 |
| Creative Planning added | 404,328 | $28M | 0.2% | 2026-Q1 |
| SWEENEY & MICHEL, LLC added | 383,559 | $28M | 0.2% | 2026-Q1 |
| Alliance Wealth Advisors, LLC added | 389,615 | $27M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 388,086 | $27M | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 383,764 | $27M | 0.1% | 2026-Q1 |
| Smith Anglin Financial, LLC added | 1,466,401 | $94M | 0.5% | 2025-Q2 stale |
| Northeast Financial Consultants Inc trimmed | 1,460,398 | $93M | 0.5% | 2025-Q2 stale |
| WELLINGTON MANAGEMENT GROUP LLP new | 968,195 | $66M | 0.4% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 885,833 | $61M | 0.3% | 2025-Q4 stale |
| COMERICA BANK added | 733,342 | $51M | 0.3% | 2025-Q4 stale |
| O'Dell Group, LLC added | 607,986 | $41M | 0.2% | 2025-Q3 stale |
| Litman Gregory Wealth Management LLC added | 503,026 | $35M | 0.2% | 2025-Q4 stale |
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.