% of shares outstanding is not shown for DGRO: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for DGRO in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 20,236,61020.2M | $1.4B | — | ADD 8% |
| 2 | BANK OF AMERICA CORP /DE/ | 19,389,64119.4M | $1.4B | — | — |
| 3 | MORGAN STANLEY | 19,367,37419.4M | $1.4B | — | — |
| 4 | Wealthfront Advisers LLC | 17,425,70217.4M | $1.2B | — | ADD 25% |
| 5 | JONES FINANCIAL COMPANIES LLLP | 12,067,89112.1M | $832M | — | ADD 21% |
| 6 | RAYMOND JAMES FINANCIAL INC | 10,864,80410.9M | $762M | — | — |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 10,627,07810.6M | $746M | — | ADD 3% |
| 8 | Capital Investment Advisors, LLC | 8,431,5948.4M | $592M | — | — |
| 9 | ROYAL BANK OF CANADA | 8,230,8438.2M | $578M | — | — |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 7,225,4777.2M | $507M | — | — |
| 11 | AMERIPRISE FINANCIAL INC | 6,855,9756.9M | $481M | — | — |
| 12 | WELLS FARGO & COMPANY/MN | 6,661,6266.7M | $468M | — | TRIM -6% |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 6,310,3506.3M | $443M | — | TRIM -7% |
| 14 | FMR LLC | 5,295,3815.3M | $372M | — | TRIM -9% |
| 15 | HighTower Advisors, LLC | 5,148,9185.1M | $361M | — | ADD 3% |
| 16 | GOLDMAN SACHS GROUP INC | 4,772,7664.8M | $335M | — | TRIM -4% |
| 17 | JPMORGAN CHASE & CO | 4,753,6274.8M | $328M | — | ADD 43% |
| 18 | UBS Group AG | 4,659,6804.7M | $327M | — | ADD 3% |
| 19 | Cetera Investment Advisers | 3,324,4993.3M | $233M | — | ADD 7% |
| 20 | MML INVESTORS SERVICES, LLC | 3,122,2463.1M | $219M | — | TRIM -13% |
| 21 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,114,1883.1M | $219M | — | TRIM -2% |
| 22 | TRUIST FINANCIAL CORP | 2,937,4182.9M | $206M | — | TRIM -3% |
| 23 | STIFEL FINANCIAL CORP | 2,770,0762.8M | $194M | — | ADD 3% |
| 24 | Mariner, LLC | 2,718,6972.7M | $191M | — | ADD 5% |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,492,0432.5M | $175M | — | ADD 5% |
| 26 | HM PAYSON & CO | 1,965,0202.0M | $138M | — | ADD 955% |
| 27 | Avior Wealth Management, LLC | 1,899,7441.9M | $133M | — | — |
| 28 | TD PRIVATE CLIENT WEALTH LLC | 1,870,5341.9M | $131M | — | ADD 9% |
| 29 | OSAIC HOLDINGS, INC. | 1,751,0541.8M | $123M | — | ADD 7% |
| 30 | Corient Private Wealth LLC | 1,626,3471.6M | $114M | — | TRIM -51% |
| 31 | First Command Advisory Services, Inc. | 1,520,2051.5M | $107M | — | — |
| 32 | ProVise Management Group, LLC | 1,403,4151.4M | $98M | — | ADD 3% |
| 33 | Beacon Pointe Advisors, LLC | 1,394,3971.4M | $98M | — | ADD 64% |
| 34 | BlackRock, Inc. | 1,348,4441.3M | $95M | — | ADD 6% |
| 35 | Dynasty Wealth Management, LLC | 1,281,2751.3M | $90M | — | ADD 15190% |
| 36 | Strategies Wealth Advisors, LLC | 1,264,1951.3M | $89M | — | TRIM -3% |
| 37 | Quotient Wealth Partners, LLC | 1,222,6501.2M | $86M | — | NEW |
| 38 | Gratus Wealth Advisors, LLC | 1,218,0111.2M | $85M | — | TRIM -3% |
| 39 | SHP Wealth Management | 1,196,8251.2M | $84M | — | — |
| 40 | Seven Springs Wealth Group, LLC | 1,143,6651.1M | $80M | — | — |
| 41 | Ledyard National Bank | 1,142,4261.1M | $80M | — | TRIM -7% |
| 42 | Cambridge Investment Research Advisors, Inc. | 1,106,0921.1M | $78M | — | ADD 4% |
| 43 | Confluence Wealth Services, Inc. | 1,050,7501.1M | $74M | — | — |
| 44 | American Trust | 993,754993,754 | $70M | — | ADD 3% |
| 45 | Sanctuary Advisors, LLC | 984,746984,746 | $69M | — | — |
| 46 | Private Advisor Group, LLC | 938,814938,814 | $66M | — | — |
| 47 | Baird Financial Group, Inc. | 926,648926,648 | $65M | — | — |
| 48 | MCF Advisors LLC | 844,013844,013 | $59M | — | ADD 35009% |
| 49 | First Business Financial Services, Inc. | 835,155835,155 | $59M | — | — |
| 50 | Stonebridge Financial Group, LLC | 829,714829,714 | $58M | — | ADD 5% |
| 51 | Horizon Investments, LLC | 814,939814,939 | $57M | — | — |
| 52 | Kestra Advisory Services, LLC | 797,552797,552 | $56M | — | ADD 16% |
| 53 | Conservest Capital Advisors, Inc. | 793,408793,408 | $56M | — | ADD 16% |
| 54 | FIFTH THIRD BANCORP | 756,216756,216 | $53M | — | ADD 4352% |
| 55 | J.W. COLE ADVISORS, INC. | 736,631736,631 | $52M | — | ADD 2% |
| 56 | JGP Wealth Management, LLC | 727,226727,226 | $51M | — | ADD 45% |
| 57 | Sigma Planning Corp | 721,369721,369 | $51M | — | — |
| 58 | FORM Wealth Advisors, LLC | 715,444715,444 | $50M | — | ADD 21% |
| 59 | FFT WEALTH MANAGEMENT LLC | 708,712708,712 | $50M | — | ADD 17% |
| 60 | Waverly Advisors, LLC | 706,261706,261 | $50M | — | — |
| 61 | Steward Partners Investment Advisory, LLC | 695,460695,460 | $49M | — | ADD 4% |
| 62 | Auto-Owners Insurance Co | 689,500689,500 | $48M | — | — |
| 63 | CAPTRUST FINANCIAL ADVISORS | 687,861687,861 | $48M | — | — |
| 64 | Focus Partners Wealth | 644,846644,846 | $45M | — | TRIM -4% |
| 65 | Ritter Daniher Financial Advisory LLC / DE | 642,658642,658 | $45M | — | ADD 2% |
| 66 | Bank of New York Mellon Corp | 640,708640,708 | $45M | — | TRIM -9% |
| 67 | OPPENHEIMER & CO INC | 602,903602,903 | $42M | — | — |
| 68 | XML Financial, LLC | 576,049576,049 | $40M | — | ADD 13% |
| 69 | NATIXIS ADVISORS, LLC | 569,687569,687 | $40M | — | ADD 22% |
| 70 | VAUGHAN DAVID INVESTMENTS LLC/IL | 566,639566,639 | $40M | — | — |
| 71 | Wolff Financial Management LLC | 566,631566,631 | $40M | — | ADD 3% |
| 72 | Janney Montgomery Scott LLC | 558,516558,516 | $39M | — | ADD 3% |
| 73 | Scott Capital Advisors, LLC | 539,569539,569 | $39M | — | ADD 6% |
| 74 | EARNED WEALTH ADVISORS, LLC | 530,539530,539 | $37M | — | ADD 6% |
| 75 | Equitable Holdings, Inc. | 534,531534,531 | $37M | — | ADD 7% |
| 76 | DAGCO, INC. | 519,681519,681 | $36M | — | ADD 2% |
| 77 | Vestmark Advisory Solutions, Inc. | 517,276517,276 | $36M | — | TRIM -5% |
| 78 | Fifth Third Securities, Inc. | 500,675500,675 | $35M | — | — |
| 79 | Hughes Financial Services, LLC | 461,279461,279 | $32M | — | ADD 3% |
| 80 | Capital Analysts, LLC | 459,104459,104 | $32M | — | ADD 11% |
| 81 | Silver Coast Investments LLC | 449,662449,662 | $32M | — | ADD 4% |
| 82 | Altus Wealth Management, LLC | 441,639441,639 | $31M | — | — |
| 83 | TRB Wealth Management, LLC | 439,261439,261 | $31M | — | NEW |
| 84 | D'Orazio & Associates, Inc. | 430,362430,362 | $30M | — | TRIM -2% |
| 85 | Provident Wealth Management, LLC | 419,556419,556 | $29M | — | — |
| 86 | Stratos Wealth Partners, LTD. | 419,372419,372 | $29M | — | TRIM -9% |
| 87 | Compass Ion Advisors, LLC | 419,164419,164 | $29M | — | — |
| 88 | Legacy Financial Strategies, LLC | 414,367414,367 | $29M | — | TRIM -3% |
| 89 | Creative Planning | 404,328404,328 | $28M | — | ADD 5% |
| 90 | SWEENEY & MICHEL, LLC | 383,559383,559 | $28M | — | ADD 3% |
| 91 | Alliance Wealth Advisors, LLC | 389,615389,615 | $27M | — | — |
| 92 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 388,086388,086 | $27M | — | TRIM -33% |
| 93 | &PARTNERS | 383,764383,764 | $27M | — | — |
| 94 | Adirondack Capital Advisors, LLC | 380,075380,075 | $27M | — | ADD 4% |
| 95 | Presidio Capital Management, LLC | 369,388369,388 | $26M | — | ADD 4% |
| 96 | Gotham Asset Management, LLC | 353,466353,466 | $25M | — | ADD 59% |
| 97 | Davidson Capital Management Inc. | 350,381350,381 | $25M | — | NEW |
| 98 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 348,715348,715 | $24M | — | ADD 2% |
| 99 | REGIONS FINANCIAL CORP | 336,202336,202 | $24M | — | ADD 3% |
| 100 | Rockefeller Capital Management L.P. | 332,816332,816 | $23M | — | ADD 15% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 14.8M | 15.7M | 17.6M | 18.2M | 18.8M | 20.2M | $1.4B |
| BANK OF AMERICA CORP /DE/ | 18.3M | 18.1M | 18.5M | 18.7M | 19.8M | 19.4M | $1.4B |
| MORGAN STANLEY | 18.4M | 18.5M | 18.8M | 19.0M | 19.4M | 19.4M | $1.4B |
| Wealthfront Advisers LLC | 17.3M | 16.9M | 13.3M | 13.3M | 13.9M | 17.4M | $1.2B |
| JONES FINANCIAL COMPANIES LLLP | 4.2M | 5.8M | 7.4M | 8.6M | 10.0M | 12.1M | $832M |
| RAYMOND JAMES FINANCIAL INC | 10.1M | 10.2M | 10.0M | 10.5M | 10.7M | 10.9M | $762M |
| ENVESTNET ASSET MANAGEMENT INC | 10.7M | 9.5M | 13.5M | 10.6M | 10.3M | 10.6M | $746M |
| Capital Investment Advisors, LLC | 7.5M | 7.7M | 8.0M | 8.1M | 8.3M | 8.4M | $592M |
| ROYAL BANK OF CANADA | 5.9M | 6.2M | 12.8M | 6.6M | 8.1M | 8.2M | $578M |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.8M | 8.0M | 7.9M | 7.6M | 7.3M | 7.2M | $507M |
| AMERIPRISE FINANCIAL INC | 7.3M | 6.8M | 7.9M | 7.3M | 6.9M | 6.9M | $481M |
| WELLS FARGO & COMPANY/MN | 6.2M | 6.2M | 6.3M | 6.4M | 7.1M | 6.7M | $468M |
| PNC FINANCIAL SERVICES GROUP, INC. | 7.7M | 7.7M | 7.7M | 7.6M | 6.8M | 6.3M | $443M |
| FMR LLC | 7.8M | 6.8M | 5.3M | 5.2M | 5.8M | 5.3M | $372M |
| HighTower Advisors, LLC | 3.2M | 3.3M | 4.3M | 5.0M | 5.0M | 5.1M | $361M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Wealthfront Advisers LLC | +3,494,469 | $245M | ADD |
| JONES FINANCIAL COMPANIES LLLP | +2,077,934 | $146M | ADD |
| HM PAYSON & CO | +1,778,800 | $125M | ADD |
| LPL Financial LLC | +1,473,264 | $103M | ADD |
| JPMORGAN CHASE & CO | +1,423,042 | $100M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Corient Private Wealth LLC | −1,681,225 | $118M | TRIM |
| NewEdge Advisors, LLC | −885,833 | $62M | CLOSE |
| COMERICA BANK | −733,342 | $51M | CLOSE |
| FMR LLC | −504,611 | $35M | TRIM |
| Litman Gregory Wealth Management LLC | −503,026 | $35M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 1,300 | 306,721,762 | — | $21.5B |
| 2025-Q4 | 1,275 | 295,480,987 | — | $20.5B |
| 2025-Q3 | 1,179 | 284,631,306 | — | $19.4B |
| 2025-Q2 | 1,157 | 286,075,487 | — | $18.3B |
| 2025-Q1 | 1,118 | 271,425,170 | — | $18.8B |
| 2024-Q4 | 1,118 | 274,838,243 | — | $16.8B |
| 2024-Q3 | 1,041 | 272,896,157 | — | $17.1B |
| 2024-Q2 | 987 | 267,935,526 | — | $15.4B |
| 2024-Q1 | 983 | 297,656,566 | — | $17.3B |
| 2023-Q4 | 964 | 282,614,460 | — | $15.2B |
| 2023-Q3 | 897 | 245,327,211 | — | $12.2B |
| 2023-Q2 | 892 | 249,441,571 | — | $12.8B |
| 2023-Q1 | 854 | 255,087,869 | — | $12.7B |
| 2022-Q4 | 872 | 277,008,926 | — | $13.8B |
| 2022-Q3 | 800 | 267,281,919 | — | $11.8B |
| 2022-Q2 | 788 | 258,304,124 | — | $12.3B |
| 2022-Q1 | 783 | 254,592,284 | — | $13.4B |
| 2021-Q4 | 765 | 235,436,548 | — | $13.0B |
| 2021-Q3 | 662 | 221,362,552 | — | $11.1B |
| 2021-Q2 | 645 | 251,385,906 | — | $11.8B |
| 2021-Q1 | 614 | 212,146,291 | — | $10.2B |
| 2020-Q4 | 582 | 188,639,917 | — | $8.5B |
| 2020-Q3 | 496 | 164,066,839 | — | $6.5B |
| 2020-Q2 | 467 | 159,198,136 | — | $6.0B |
| 2020-Q1 | 437 | 151,403,615 | — | $4.9B |
| 2019-Q4 | 453 | 139,700,147 | — | $5.9B |
| 2019-Q3 | 342 | 123,405,579 | — | $4.8B |
| 2019-Q2 | 310 | 116,854,651 | — | $4.5B |
| 2019-Q1 | 288 | 101,767,380 | — | $3.7B |
| 2018-Q4 | 253 | 87,020,973 | — | $2.9B |
| 2018-Q3 | 214 | 61,524,261 | — | $2.3B |
| 2018-Q2 | 209 | 57,701,565 | — | $2.0B |
| 2018-Q1 | 191 | 53,947,653 | — | $1.8B |
| 2017-Q4 | 178 | 39,579,118 | — | $1.4B |
| 2017-Q3 | 136 | 34,762,184 | — | $1.1B |
| 2017-Q2 | 127 | 31,248,898 | — | $979M |
| 2017-Q1 | 109 | 27,529,045 | — | $838M |
| 2016-Q4 | 95 | 21,714,180 | — | $628M |
| 2016-Q3 | 80 | 13,360,920 | — | $369M |
| 2016-Q2 | 72 | 10,739,013 | — | $286M |
| 2016-Q1 | 57 | 10,848,635 | — | $286M |
| 2015-Q4 | 44 | 7,849,845 | — | $201M |
| 2015-Q3 | 37 | 4,511,152 | — | $109M |
| 2015-Q2 | 29 | 3,401,351 | — | $88M |
| 2015-Q1 | 27 | 3,072,859 | — | $81M |
| 2014-Q4 | 24 | 4,071,143 | — | $108M |
| 2014-Q3 | 10 | 2,304,827 | — | $58M |
| 2014-Q2 | 2 | 2,000,417 | — | $50M |
