DGRO Institutional Ownership & Shareholders
ISHARES CORE DIVIDEND GROWTH (DGRO) is currently held by 1,352 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $23.22B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DGRO tracked by InsiderSet, reporting ownership valued at approximately $1.61B in its June 30, 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 $1.73B, representing an estimated gain of +6.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed DGRO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, 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
1,352
Total Reported Value
$23.22B
Largest Holder
Lpl Financial Llc
Largest Position
$1.61B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.36% | 21,292,882 | $1,613,787,470 | $1,725,362,228 | +$111,574,758 | +6.91% | |
| Morgan Stanley | 0.08% | 20,167,455 | $1,528,491,530 | $1,634,168,879 | +$105,677,349 | +6.91% | |
| Bank Of America Corp | 0.09% | 19,247,587 | $1,458,774,611 | $1,559,631,975 | +$100,857,364 | +6.91% | |
| Wealthfront Advisers Llc | 2.58% | 17,739,616 | $1,344,485,503 | $1,437,441,084 | +$92,955,581 | +6.91% | |
| Jones Financial Companies Lllp | 0.44% | 14,415,274 | $1,092,677,433 | $1,168,069,652 | +$75,392,219 | +6.90% | |
| Raymond James Financial Inc | 0.23% | 11,158,166 | $845,677,423 | $904,146,191 | +$58,468,768 | +6.91% | |
| Envestnet Asset Management Inc | 0.20% | 11,099,887 | $841,260,450 | $899,423,844 | +$58,163,394 | +6.91% | |
| Capital Investment Advisors, Llc | 8.50% | 8,567,779 | $645,924,861 | $694,247,132 | +$48,322,271 | +7.48% | |
| Royal Bank Of Canada | 0.10% | 8,168,442 | $619,085,000 | $661,888,855 | +$42,803,855 | +6.91% | |
| Commonwealth Equity Services, Llc | 0.70% | 7,132,894 | $537,748,849 | $577,978,401 | +$40,229,552 | +7.48% | |
| Ameriprise Financial Inc | 0.10% | 6,839,276 | $518,523,364 | $554,186,534 | +$35,663,170 | +6.88% | |
| Wells Fargo & Company/Mn | 0.09% | 6,839,705 | $518,381,249 | $554,221,296 | +$35,840,047 | +6.91% | |
| Pnc Financial Services Group, Inc. | 0.22% | 5,300,037 | $401,689,785 | $429,461,998 | +$27,772,213 | +6.91% | |
| Goldman Sachs Group Inc | 0.04% | 4,988,207 | $378,056,172 | $404,194,413 | +$26,138,241 | +6.91% | |
| Jpmorgan Chase & Co | 0.02% | 4,968,272 | $377,340,359 | $402,579,080 | +$25,238,721 | +6.69% | |
| Ubs Group Ag | 0.06% | 4,578,048 | $346,970,259 | $370,959,229 | +$23,988,970 | +6.91% | |
| Fmr Llc | 0.02% | 4,564,459 | $345,940,328 | $369,858,113 | +$23,917,785 | +6.91% | |
| Cetera Investment Advisers | 0.24% | 3,502,126 | $265,426,096 | $283,777,270 | +$18,351,174 | +6.91% | |
| Mml Investors Services, Llc | 0.52% | 3,363,810 | $254,943,160 | $272,569,524 | +$17,626,364 | +6.91% | |
| Vantagepoint Investment Advisers Llc | 1.77% | 3,114,188 | $234,778,634 | $252,342,654 | +$17,564,020 | +7.48% | |
| Truist Financial Corp | 0.26% | 2,923,060 | $220,369,509 | $236,855,552 | +$16,486,043 | +7.48% | |
| Stifel Financial Corp | 0.18% | 2,865,667 | $217,190,262 | $232,204,997 | +$15,014,735 | +6.91% | |
| Mariner, Llc | 0.20% | 2,527,648 | $191,568,877 | $204,815,317 | +$13,246,440 | +6.91% | |
| Kestra Advisory Services, Llc | 0.47% | 2,171,726 | $163,726,412 | $175,974,958 | +$12,248,546 | +7.48% | |
| Td Private Client Wealth Llc | 2.95% | 2,168,271 | $163,465,971 | $175,694,999 | +$12,229,028 | +7.48% | |
| Avior Wealth Management, Llc | 4.31% | 2,164,936 | $163,214,498 | $175,424,764 | +$12,210,266 | +7.48% | |
| Osaic Holdings, Inc. | 0.19% | 2,140,640 | $162,283,690 | $173,456,059 | +$11,172,369 | +6.88% | |
| Corient Private Wealth Llc | 0.16% | 1,530,327 | $115,983,639 | $124,002,397 | +$8,018,758 | +6.91% | |
| First Command Advisory Services, Inc. | 0.65% | 1,443,278 | $109,365,108 | $116,948,816 | +$7,583,708 | +6.93% | |
| Beacon Pointe Advisors, Llc | 0.51% | 1,441,791 | $109,273,324 | $116,828,325 | +$7,555,001 | +6.91% | |
| Dynasty Wealth Management, Llc | 0.75% | 1,329,183 | $100,738,774 | $107,703,698 | +$6,964,924 | +6.91% | |
| Sns Financial Group, Llc | 1.93% | 1,327,069 | $100,578,527 | $107,532,401 | +$6,953,874 | +6.91% | |
| Provise Management Group, Llc | 7.08% | 1,403,415 | $98,491,665 | $113,718,717 | +$15,227,052 | +15.46% | |
| Confluence Wealth Services, Inc. | 2.76% | 1,274,825 | $96,619,113 | $103,299,070 | +$6,679,957 | +6.91% | |
| Shp Wealth Management | 6.61% | 1,268,880 | $96,168,402 | $102,817,346 | +$6,648,944 | +6.91% | |
| Quotient Wealth Partners, Llc | 2.26% | 1,263,551 | $95,764,553 | $102,385,538 | +$6,620,985 | +6.91% | |
| Gratus Wealth Advisors, Llc | 11.98% | 1,244,328 | $93,809,861 | $100,827,898 | +$7,018,037 | +7.48% | |
| Ledyard National Bank | 7.26% | 1,224,316 | $92,301,184 | $99,206,325 | +$6,905,141 | +7.48% | |
| Hm Payson & Co | 1.19% | 1,188,167 | $90,051,172 | $96,277,172 | +$6,226,000 | +6.91% | |
| Seven Springs Wealth Group, Llc | 19.59% | 1,183,767 | $89,717,720 | $95,920,640 | +$6,202,920 | +6.91% | |
| Strategies Wealth Advisors, Llc | 7.50% | 1,106,388 | $83,853,151 | $89,650,620 | +$5,797,469 | +6.91% | |
| American Trust | 6.07% | 1,039,043 | $78,749,095 | $84,193,654 | +$5,444,559 | +6.91% | |
| Sanctuary Advisors, Llc | 0.34% | 980,791 | $74,334,180 | $79,473,495 | +$5,139,315 | +6.91% | |
| Blackrock, Inc. | 0.00% | 958,011 | $72,607,666 | $77,627,631 | +$5,019,965 | +6.91% | |
| Newedge Advisors, Llc | 0.22% | 953,486 | $72,264,704 | $77,260,971 | +$4,996,267 | +6.91% | |
| Baird Financial Group, Inc. | 0.10% | 930,162 | $70,497,013 | $75,371,027 | +$4,874,014 | +6.91% | |
| Jgp Wealth Management, Llc | 5.82% | 873,549 | $65,856,847 | $70,783,675 | +$4,926,828 | +7.48% | |
| First Business Financial Services, Inc. | 4.99% | 847,306 | $63,878,399 | $68,657,205 | +$4,778,806 | +7.48% | |
| Stonebridge Financial Group, Llc | 4.57% | 821,294 | $61,917,374 | $66,549,453 | +$4,632,079 | +7.48% | |
| Mcf Advisors Llc | 2.17% | 806,686 | $60,816,021 | $65,365,767 | +$4,549,746 | +7.48% |
Frequently asked questions about DGRO
Who are the largest institutional holders of DGRO?
The largest institutional holders of DGRO reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, Wealthfront Advisers Llc, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported DGRO position.
What is DGRO institutional ownership?
This page tracks DGRO positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE DIVIDEND GROWTH (DGRO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DGRO?
InsiderSet currently tracks 1,352 institutional managers reporting DGRO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DGRO shareholders.
How much DGRO stock do institutions own?
Institutional investment managers disclosed approximately $23.22B in DGRO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DGRO institutional ownership last updated?
The latest DGRO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DGRO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DGRO position after the reporting date.
Are institutions buying or selling DGRO?
Institutional buying and selling can be analyzed by comparing DGRO positions across consecutive 13F reporting periods. InsiderSet's DGRO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DGRO ownership changes.
How has DGRO institutional ownership changed over time?
InsiderSet tracks DGRO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.