ISHARES CORE DIVIDEND GROWTH (DGRO) Institutional Shareholders
ISHARES CORE DIVIDEND GROWTH (DGRO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $21.29B in DGRO holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DGRO tracked by InsiderSet, reporting ownership valued at approximately $1.42B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.58B, representing an estimated gain of +11.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed DGRO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES CORE DIVIDEND GROWTH (DGRO).
This page ranks the largest institutional DGRO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,290
Total Reported Value
$21.29B
Largest Holder
Lpl Financial Llc
Largest Position
$1.42B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.38% | 20,236,610 | $1,420,205,252 | $1,578,657,946 | +$158,452,694 | +11.16% | |
| Bank Of America Corp | 0.10% | 19,389,641 | $1,360,765,022 | $1,512,585,894 | +$151,820,872 | +11.16% | |
| Morgan Stanley | 0.08% | 19,367,374 | $1,359,202,361 | $1,510,848,846 | +$151,646,485 | +11.16% | |
| Wealthfront Advisers Llc | 2.68% | 17,425,702 | $1,222,935,756 | $1,359,379,013 | +$136,443,257 | +11.16% | |
| Jones Financial Companies Lllp | 0.40% | 12,067,891 | $831,516,137 | $941,416,177 | +$109,900,040 | +13.22% | |
| Raymond James Financial Inc | 0.24% | 10,864,804 | $762,483,443 | $847,563,360 | +$85,079,917 | +11.16% | |
| Envestnet Asset Management Inc | 0.20% | 10,627,078 | $745,808,327 | $829,018,355 | +$83,210,028 | +11.16% | |
| Capital Investment Advisors, Llc | 9.48% | 8,431,594 | $591,729,289 | $657,748,648 | +$66,019,359 | +11.16% | |
| Royal Bank Of Canada | 0.11% | 8,230,843 | $577,641,000 | $642,088,062 | +$64,447,062 | +11.16% | |
| Commonwealth Equity Services, Llc | 0.69% | 7,235,888 | $548,407,941 | $564,471,623 | +$16,063,682 | +2.93% | |
| Ameriprise Financial Inc | 0.11% | 6,855,975 | $481,286,230 | $534,834,610 | +$53,548,380 | +11.13% | |
| Wells Fargo & Company/Mn | 0.09% | 6,661,626 | $467,512,926 | $519,673,444 | +$52,160,518 | +11.16% | |
| Pnc Financial Services Group, Inc. | 0.26% | 5,719,504 | $401,394,813 | $446,178,507 | +$44,783,694 | +11.16% | |
| Fmr Llc | 0.02% | 5,295,381 | $371,629,837 | $413,092,672 | +$41,462,835 | +11.16% | |
| Hightower Advisors, Llc | 0.38% | 5,148,918 | $361,354,476 | $401,667,093 | +$40,312,617 | +11.16% | |
| Goldman Sachs Group Inc | 0.04% | 4,772,766 | $334,952,707 | $372,323,476 | +$37,370,769 | +11.16% | |
| Ubs Group Ag | 0.06% | 4,659,680 | $327,016,343 | $363,501,637 | +$36,485,294 | +11.16% | |
| Cetera Investment Advisers | 0.25% | 3,324,499 | $233,313,369 | $259,344,167 | +$26,030,798 | +11.16% | |
| Truist Financial Corp | 0.27% | 2,959,117 | $224,271,441 | $230,840,717 | +$6,569,276 | +2.93% | |
| Mml Investors Services, Llc | 0.61% | 3,122,246 | $219,119,207 | $243,566,410 | +$24,447,203 | +11.16% | |
| Vantagepoint Investment Advisers Llc | 1.85% | 3,114,188 | $218,553,714 | $242,937,806 | +$24,384,092 | +11.16% | |
| Stifel Financial Corp | 0.18% | 2,770,076 | $194,404,777 | $216,093,629 | +$21,688,852 | +11.16% | |
| Mariner, Llc | 0.22% | 2,718,697 | $190,796,842 | $212,085,553 | +$21,288,711 | +11.16% | |
| Northwestern Mutual Wealth Management Co | 0.11% | 2,492,043 | $174,891,633 | $194,404,274 | +$19,512,641 | +11.16% | |
| Kestra Advisory Services, Llc | 0.53% | 2,172,946 | $164,687,563 | $169,511,517 | +$4,823,954 | +2.93% | |
| Avior Wealth Management, Llc | 4.23% | 2,122,891 | $160,893,938 | $165,606,727 | +$4,712,789 | +2.93% | |
| Td Private Client Wealth Llc | 2.72% | 1,870,534 | $131,274,066 | $145,920,357 | +$14,646,291 | +11.16% | |
| Osaic Holdings, Inc. | 0.18% | 1,751,054 | $122,920,718 | $136,599,723 | +$13,679,005 | +11.13% | |
| Corient Private Wealth Llc | 0.16% | 1,626,347 | $113,977,927 | $126,871,329 | +$12,893,402 | +11.31% | |
| First Command Advisory Services, Inc. | 0.72% | 1,520,205 | $106,687,917 | $118,591,192 | +$11,903,275 | +11.16% | |
| Provise Management Group, Llc | 7.08% | 1,403,415 | $98,491,665 | $109,480,404 | +$10,988,739 | +11.16% | |
| Beacon Pointe Advisors, Llc | 0.52% | 1,394,397 | $97,858,812 | $108,776,910 | +$10,918,098 | +11.16% | |
| Confluence Wealth Services, Inc. | 2.76% | 1,274,825 | $96,619,113 | $99,449,098 | +$2,829,985 | +2.93% | |
| Blackrock, Inc. | 0.00% | 1,348,444 | $94,633,812 | $105,192,116 | +$10,558,304 | +11.16% | |
| Gratus Wealth Advisors, Llc | 11.99% | 1,243,096 | $94,214,214 | $96,973,919 | +$2,759,705 | +2.93% | |
| Hm Payson & Co | 1.19% | 1,188,167 | $90,051,172 | $92,688,908 | +$2,637,736 | +2.93% | |
| Dynasty Wealth Management, Llc | 0.78% | 1,281,275 | $89,919,890 | $99,952,263 | +$10,032,373 | +11.16% | |
| Strategies Wealth Advisors, Llc | 8.91% | 1,264,195 | $88,721,175 | $98,619,852 | +$9,898,677 | +11.16% | |
| Ledyard National Bank | 7.06% | 1,162,346 | $88,094,204 | $90,674,611 | +$2,580,407 | +2.93% | |
| Atlasmark Financial, Inc | 4.63% | 1,615,179 | $87,490,991 | $126,000,114 | +$38,509,123 | +44.01% | |
| Quotient Wealth Partners, Llc | 2.26% | 1,222,650 | $85,805,577 | $95,378,927 | +$9,573,350 | +11.16% | |
| Shp Wealth Management | 6.34% | 1,196,825 | $83,993,614 | $93,364,318 | +$9,370,704 | +11.16% | |
| Seven Springs Wealth Group, Llc | 18.56% | 1,143,665 | $80,262,387 | $89,217,307 | +$8,954,920 | +11.16% | |
| American Trust | 6.16% | 993,754 | $69,741,657 | $77,522,750 | +$7,781,093 | +11.16% | |
| Sanctuary Advisors, Llc | 0.37% | 984,746 | $69,109,467 | $76,820,035 | +$7,710,568 | +11.16% | |
| Baird Financial Group, Inc. | 0.10% | 926,648 | $65,032,142 | $72,287,810 | +$7,255,668 | +11.16% | |
| First Business Financial Services, Inc. | 4.93% | 839,061 | $63,592,433 | $65,455,149 | +$1,862,716 | +2.93% | |
| Stonebridge Financial Group, Llc | 4.74% | 825,225 | $62,543,795 | $64,375,802 | +$1,832,007 | +2.93% | |
| Conservest Capital Advisors, Inc. | 4.80% | 796,303 | $60,351,819 | $62,119,597 | +$1,767,778 | +2.93% | |
| Mcf Advisors Llc | 2.60% | 844,013 | $59,232,827 | $65,841,454 | +$6,608,627 | +11.16% |
Frequently asked questions about DGRO
Who owns the most DGRO stock?
The largest holders of DGRO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE DIVIDEND GROWTH (DGRO).
Is DGRO widely held by superinvestors?
Many widely followed stocks like DGRO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DGRO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.