DIA Institutional Ownership & Shareholders
SPDR DJIA TRUST (DIA) is currently held by 1,433 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.58B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of DIA tracked by InsiderSet, reporting ownership valued at approximately $1.74B 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 $1.72B, representing an estimated loss of -1.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed DIA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SPDR DJIA TRUST (DIA).
This page ranks the largest institutional DIA 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
1,433
Total Reported Value
$15.58B
Largest Holder
Morgan Stanley
Largest Position
$1.74B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.09% | 3,331,265 | $1,740,220,707 | $1,722,697,069 | -$17,523,638 | -1.01% | |
| Bank Of America Corp | 0.07% | 2,098,332 | $1,096,147,843 | $1,085,110,427 | -$11,037,416 | -1.01% | |
| Lpl Financial Llc | 0.20% | 1,667,199 | $870,927,824 | $862,158,619 | -$8,769,205 | -1.01% | |
| Wells Fargo & Company/Mn | 0.11% | 1,206,147 | $630,079,395 | $623,734,798 | -$6,344,597 | -1.01% | |
| Imc-Chicago, Llc | 5.77% | 1,202,720 | $628,288,901 | $621,962,594 | -$6,326,307 | -1.01% | |
| Bank Of Montreal | 0.17% | 907,796 | $474,223,192 | $469,448,545 | -$4,774,647 | -1.01% | |
| Ubs Group Ag | 0.07% | 892,291 | $466,123,895 | $461,430,445 | -$4,693,450 | -1.01% | |
| Sg Americas Securities, Llc | 0.26% | 870,693 | $454,841,000 | $450,261,471 | -$4,579,529 | -1.01% | |
| Royal Bank Of Canada | 0.08% | 849,328 | $443,679,000 | $439,212,989 | -$4,466,011 | -1.01% | |
| Jpmorgan Chase & Co | 0.02% | 703,406 | $366,953,218 | $363,752,345 | -$3,200,873 | -0.87% | |
| Qube Research & Technologies Ltd | 0.41% | 698,432 | $364,853,892 | $361,180,140 | -$3,673,752 | -1.01% | |
| Focus Partners Wealth | 0.31% | 570,448 | $298,004,032 | $294,995,774 | -$3,008,258 | -1.01% | |
| Optiver Holding B.V. | 3.89% | 520,429 | $271,866,905 | $269,129,449 | -$2,737,456 | -1.01% | |
| Raymond James Financial Inc | 0.07% | 503,027 | $262,776,376 | $260,130,353 | -$2,646,023 | -1.01% | |
| Ameriprise Financial Inc | 0.05% | 474,116 | $247,700,104 | $245,179,607 | -$2,520,497 | -1.02% | |
| Nissay Asset Management Corp /Japan | 0.86% | 391,575 | $204,554,864 | $202,495,180 | -$2,059,684 | -1.01% | |
| Goldman Sachs Group Inc | 0.02% | 313,694 | $163,870,719 | $162,220,578 | -$1,650,141 | -1.01% | |
| Bnp Paribas Financial Markets | 0.08% | 311,130 | $162,531,201 | $160,894,657 | -$1,636,544 | -1.01% | |
| Jones Financial Companies Lllp | 0.06% | 292,057 | $151,220,005 | $151,031,436 | -$188,569 | -0.12% | |
| Citigroup Inc | 0.07% | 283,870 | $148,290,783 | $146,797,693 | -$1,493,090 | -1.01% | |
| Cetera Investment Advisers | 0.13% | 270,981 | $141,557,894 | $140,132,405 | -$1,425,489 | -1.01% | |
| Citadel Advisors Llc | 0.08% | 264,408 | $138,124,095 | $136,733,309 | -$1,390,786 | -1.01% | |
| Osaic Holdings, Inc. | 0.15% | 251,808 | $131,684,661 | $130,217,471 | -$1,467,190 | -1.11% | |
| Envestnet Asset Management Inc | 0.03% | 236,510 | $123,550,321 | $122,306,416 | -$1,243,905 | -1.01% | |
| Commonwealth Equity Services, Llc | 0.14% | 214,385 | $111,992,543 | $110,864,915 | -$1,127,628 | -1.01% | |
| Bank Of Nova Scotia | 0.16% | 207,309 | $108,286,811 | $107,205,703 | -$1,081,108 | -1.00% | |
| Arkansas Financial Group, Inc. | 14.22% | 210,103 | $106,847,798 | $108,650,564 | +$1,802,766 | +1.69% | |
| Jane Street Group, Llc | 0.07% | 202,508 | $105,788,154 | $104,722,962 | -$1,065,192 | -1.01% | |
| Berkshire Money Management, Inc. | 9.04% | 205,980 | $104,750,876 | $106,518,437 | +$1,767,561 | +1.69% | |
| Sanctuary Advisors, Llc | 0.40% | 166,080 | $86,758,618 | $85,884,950 | -$873,668 | -1.01% | |
| Stifel Financial Corp | 0.07% | 164,452 | $85,921,664 | $85,043,063 | -$878,601 | -1.02% | |
| Virtu Financial Llc | 2.59% | 157,622 | $82,340,000 | $81,511,065 | -$828,935 | -1.01% | |
| Pnc Financial Services Group, Inc. | 0.04% | 146,069 | $76,304,921 | $75,536,662 | -$768,259 | -1.01% | |
| Captrust Financial Advisors | 0.11% | 136,606 | $71,361,837 | $70,643,061 | -$718,776 | -1.01% | |
| Truist Financial Corp | 0.08% | 138,394 | $70,380,245 | $71,567,689 | +$1,187,444 | +1.69% | |
| Thor Trading Advisors, Llc | 22.05% | 134,499 | $70,260,933 | $69,553,468 | -$707,465 | -1.01% | |
| Alkeon Capital Management Llc | 0.24% | 119,700 | $62,530,083 | $61,900,461 | -$629,622 | -1.01% | |
| Heck Capital Advisors, Llc | 3.21% | 114,977 | $58,544,930 | $59,458,056 | +$913,126 | +1.56% | |
| Tcp Asset Management, Llc | 6.57% | 113,774 | $58,150,075 | $58,835,949 | +$685,874 | +1.18% | |
| Fmr Llc | 0.00% | 108,031 | $56,434,190 | $55,866,071 | -$568,119 | -1.01% | |
| Cm Wealth Advisors Llc | 10.05% | 106,644 | $55,710,105 | $55,148,812 | -$561,293 | -1.01% | |
| Stephens Inc | 0.60% | 102,905 | $53,756,549 | $53,215,263 | -$541,286 | -1.01% | |
| Two Sigma Investments, Lp | 0.04% | 102,705 | $53,652,065 | $53,111,837 | -$540,228 | -1.01% | |
| Rockefeller Capital Management L.P. | 0.08% | 97,396 | $50,879,154 | $50,366,393 | -$512,761 | -1.01% | |
| Barclays Plc | 0.02% | 95,892 | $50,093,021 | $49,588,630 | -$504,391 | -1.01% | |
| Cibc World Market Inc. | 0.08% | 93,356 | $48,768,241 | $48,277,188 | -$491,053 | -1.01% | |
| Private Advisor Group, Llc | 0.22% | 91,438 | $47,766,123 | $47,285,333 | -$480,790 | -1.01% | |
| Cerity Partners Llc | 0.06% | 86,213 | $45,036,354 | $44,583,329 | -$453,025 | -1.01% | |
| Newedge Advisors, Llc | 0.13% | 85,305 | $44,562,814 | $44,113,775 | -$449,039 | -1.01% | |
| Steel Grove Capital Advisors, Llc | 3.84% | 84,570 | $43,008,073 | $43,733,684 | +$725,611 | +1.69% |
Frequently asked questions about DIA
Who are the largest institutional holders of DIA?
The largest institutional holders of DIA reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, Wells Fargo & Company/Mn, and Imc-Chicago, Llc. InsiderSet ranks institutional holders by their latest reported DIA position.
What is DIA institutional ownership?
This page tracks DIA positions reported by institutional investment managers through SEC Form 13F. SPDR DJIA TRUST (DIA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DIA?
InsiderSet currently tracks 1,433 institutional managers reporting DIA 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 DIA shareholders.
How much DIA stock do institutions own?
Institutional investment managers disclosed approximately $15.58B in DIA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DIA institutional ownership last updated?
The latest DIA 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 DIA 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 DIA position after the reporting date.
Are institutions buying or selling DIA?
Institutional buying and selling can be analyzed by comparing DIA positions across consecutive 13F reporting periods. InsiderSet's DIA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DIA ownership changes.
How has DIA institutional ownership changed over time?
InsiderSet tracks DIA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.