DSI — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns DSI? 30 Institutions Hold $35.7M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (DSI)? 30 institutions reported holding $35.66M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($6.8M), Sapient Capital LLC ($3.4M), Farther Finance Advisors, LLC ($2.9M).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$6.8M	46,505	Added
2	SAPIENT CAPITAL LLC	$3.4M	23,380	Hold
3	Farther Finance Advisors, LLC	$2.9M	20,087	Added
4	SigFig Wealth Management, LLC	$2.5M	17,365	Trimmed
5	Bangor Savings Bank	$2.4M	16,243	Hold
6	WoodTrust Financial Corp	$2.3M	15,533	Added
7	CX Institutional	$2.2M	14,951	Added
8	Investors Research Corp	$2.1M	14,679	Trimmed
9	Boston Standard Wealth Management, LLC	$1.7M	11,337	Added
10	Acropolis Investment Management, LLC	$1.1M	7,504	Trimmed
11	CANANDAIGUA NATIONAL BANK & TRUST CO	$915,818	6,265	Added
12	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$888,044	6,075	Hold
13	Prism Advisors, Inc.	$767,473	5,172	Trimmed
14	Montecito Bank & Trust	$745,226	5,098	Hold
15	CoreCap Advisors, LLC	$694,749	4,752	Trimmed
16	LWM ADVISORS INC	$636,175	4,352	Hold
17	KFA Private Wealth Group, LLC	$568,920	3,891	Trimmed
18	MassMutual Private Wealth & Trust, FSB	$508,268	3,477	Trimmed
19	MRA Advisory Group	$465,145	3,182	Added
20	New Covenant Trust Company, N.A.	$329,782	2,256	Hold
21	Weaver Consulting Group	$315,749	2,160	Hold
22	Koenig Investment Advisory, LLC	$300,138	2,053	Added
23	Insight Wealth Strategies, LLC	$290,339	1,986	Hold
24	Capital Advisors Wealth Management, LLC	$242,617	1,660	Hold
25	Baron Financial Group, LLC	$214,154	1,465	Hold

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