DIA — State Str Spdr Dow Jones Ind Institutional Holders · Q3 2026

Name: Who Owns DIA? 80 Institutions Hold $144M (Q3 2026)
Creator: ko.io

Who owns State Str Spdr Dow Jones Ind (DIA)? 80 institutions reported holding $143.53M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Shulman DeMeo Asset Management LLC ($30.2M), First Heartland Consultants, Inc. ($11.1M), Farther Finance Advisors, LLC ($9.7M).

Rank	Institution	Value	Shares	Change
1	Shulman DeMeo Asset Management LLC	$30.2M	58,960	Trimmed
2	First Heartland Consultants, Inc.	$11.1M	21,843	Trimmed
3	Farther Finance Advisors, LLC	$9.7M	19,104	Added
4	Echo45 Advisors LLC	$8.4M	16,507	Added
5	MAGNOLIA CAPITAL MANAGEMENT LTD	$7.8M	15,346	Trimmed
6	Iowa State Bank	$7.5M	14,840	Hold
7	Worth Asset Management, LLC	$6.7M	13,189	New
8	AMERICAN NATIONAL BANK & TRUST	$5.4M	10,623	Hold
9	Venture Visionary Partners LLC	$5.4M	10,614	Trimmed
10	TrueWealth Advisors, LLC	$4.4M	8,679	Added
11	Greenfield Savings Bank	$3.8M	7,498	Trimmed
12	CoreCap Advisors, LLC	$3.6M	7,023	Trimmed
13	CANANDAIGUA NATIONAL BANK & TRUST CO	$3.2M	6,337	Added
14	Crumly & Associates Inc.	$2.9M	5,724	Trimmed
15	Cambridge Financial Group, LLC	$2.8M	5,302	Hold
16	Graves Light Lenhart Wealth, Inc.	$2.6M	5,050	Added
17	TOMPKINS FINANCIAL CORP	$1.7M	3,305	Hold
18	Kaizen Financial Strategies	$1.7M	3,300	Trimmed
19	SPRING CAPITAL MANAGEMENT, LLC	$1.6M	3,240	Added
20	Apella Capital, LLC	$1.5M	2,963	Trimmed
21	Castle Rock Wealth Management, LLC	$1.2M	2,259	Trimmed
22	Acropolis Investment Management, LLC	$1.1M	2,230	Trimmed
23	Valeo Financial Advisors, LLC	$936,688	1,842	Trimmed
24	GILPIN WEALTH MANAGEMENT, LLC	$825,377	1,623	Trimmed
25	Peoples Bank/KS	$822,325	1,617	Hold

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