DGRO — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns DGRO? 81 Institutions Hold $293M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (DGRO)? 81 institutions reported holding $293.44M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Financial Group, LLC ($61.9M), Adirondack Capital Advisors, LLC ($29.8M), Cypress Financial Planning LLC ($18.4M).

Rank	Institution	Value	Shares	Change
1	Stonebridge Financial Group, LLC	$61.9M	821,294	Trimmed
2	Adirondack Capital Advisors, LLC	$29.8M	395,056	Added
3	CYPRESS FINANCIAL PLANNING LLC	$18.4M	243,711	Trimmed
4	LifeGoal Investments, LLC	$18.0M	239,378	Added
5	Capital Planning LLC	$18.0M	238,262	Trimmed
6	Planning Strategies Inc.	$15.5M	205,989	Added
7	FC Advisory LLC	$15.5M	205,021	Added
8	HF Advisory Group, LLC	$10.7M	141,759	Added
9	Prota Financial, LLC	$8.7M	115,968	Added
10	Crumly & Associates Inc.	$8.5M	113,101	Trimmed
11	Avidian Wealth Enterprises, LLC	$7.9M	105,090	Trimmed
12	Wealth Group Ltd	$7.2M	94,815	Trimmed
13	GAMMA Investing LLC	$6.5M	86,238	Added
14	Farther Finance Advisors, LLC	$4.7M	62,814	Added
15	TITLEIST ASSET MANAGEMENT, LLC	$4.5M	59,111	Trimmed
16	RVW Wealth, LLC	$4.0M	53,408	Trimmed
17	Weaver Consulting Group	$3.6M	48,240	Added
18	Cambridge Financial Group, LLC	$3.5M	46,382	Hold
19	First Heartland Consultants, Inc.	$3.1M	40,892	Trimmed
20	CoreCap Advisors, LLC	$2.9M	38,590	Added
21	Wedmont Private Capital	$2.9M	37,109	Added
22	Post Resch Tallon Group Inc.	$2.5M	33,700	Added
23	Worth Asset Management, LLC	$2.4M	32,109	Added
24	Prism Advisors, Inc.	$2.2M	28,207	Trimmed
25	Venture Visionary Partners LLC	$2.1M	28,439	Added

Source: SEC Form 13F filings · as of 2026-09-30