iShares Core Dividend Growth ETF (DGRO): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
4 concentrated managers hold it with a median weight of 0.1%.
Quarter flow (concentrated managers)
Change in managers (4 → 4): 0 opened · 0 exited = 0
Net flow in the quarter: −$924K (−12 K shares) · bought $394K and sold $1.3MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Rosenblum Silverman Sutton S FIncreased$3.9M0.9%+0.1 pp
- Scott & Selber$625K0.1%
- Eastover Investment Advisors$333K0.1%
- Clarkston Capital PartnersReduced$209K0.0%−0.1 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of DGRO (all 13F filers)
- LPL Financial21.3 MWealth adviser+1.1 M
- Morgan Stanley20.2 MBank or trading desk+800 K
- Bank of America19.2 MBank or trading desk−142 K
- Wealthfront Advisers17.7 MWealth adviser+314 K
- Jones Financial Companies Lllp14.4 MWealth adviser+2.3 M
- Raymond James Financial11.2 MWealth adviser+293 K
- Envestnet Asset Management11.1 MWealth adviser+473 K
- Capital Investment Advisors8.5 MType not verified+66 K
- Royal Bank of Canada8.2 MBank or trading desk−62 K
- Commonwealth Equity Services7.2 MWealth adviser+10 K
- Shares
- 21.3 M
- Change
- +1.1 M
See more
- Type
- Wealth adviser
- Value
- $1.6 bn
- Shares
- 20.2 M
- Change
- +800 K
See more
- Type
- Bank or trading desk
- Value
- $1.5 bn
- Shares
- 19.2 M
- Change
- −142 K
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- Type
- Bank or trading desk
- Value
- $1.5 bn
- Shares
- 17.7 M
- Change
- +314 K
See more
- Type
- Wealth adviser
- Value
- $1.3 bn
- Shares
- 14.4 M
- Change
- +2.3 M
See more
- Type
- Wealth adviser
- Value
- $1.1 bn
- Shares
- 11.2 M
- Change
- +293 K
See more
- Type
- Wealth adviser
- Value
- $846M
- Shares
- 11.1 M
- Change
- +473 K
See more
- Type
- Wealth adviser
- Value
- $841M
- Shares
- 8.5 M
- Change
- +66 K
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- Type
- Type not verified
- Value
- $644M
- Shares
- 8.2 M
- Change
- −62 K
See more
- Type
- Bank or trading desk
- Value
- $619M
- Shares
- 7.2 M
- Change
- +10 K
See more
- Type
- Wealth adviser
- Value
- $548M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗