SPDR DJIA TRUST (DIA) Institutional Shareholders
SPDR DJIA TRUST (DIA) 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 $15.58B in DIA holdings during the latest filing period.
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 -1.37% 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
1,411
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
82
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 | $1,716,334,353 | -$23,886,354 | -1.37% | |
| Bank Of America Corp | 0.07% | 2,098,332 | $1,096,147,843 | $1,081,102,613 | -$15,045,230 | -1.37% | |
| Lpl Financial Llc | 0.20% | 1,667,199 | $870,927,824 | $858,974,269 | -$11,953,555 | -1.37% | |
| Wells Fargo & Company/Mn | 0.11% | 1,206,147 | $630,079,395 | $621,431,057 | -$8,648,338 | -1.37% | |
| Imc-Chicago, Llc | 5.77% | 1,202,720 | $628,288,901 | $619,665,398 | -$8,623,503 | -1.37% | |
| Bank Of Montreal | 0.17% | 907,796 | $474,223,192 | $467,714,655 | -$6,508,537 | -1.37% | |
| Ubs Group Ag | 0.07% | 892,291 | $466,123,895 | $459,726,169 | -$6,397,726 | -1.37% | |
| Sg Americas Securities, Llc | 0.26% | 870,693 | $454,841,000 | $448,598,447 | -$6,242,553 | -1.37% | |
| Royal Bank Of Canada | 0.08% | 849,328 | $443,679,000 | $437,590,772 | -$6,088,228 | -1.37% | |
| Jpmorgan Chase & Co | 0.02% | 703,406 | $366,953,218 | $362,408,839 | -$4,544,379 | -1.24% | |
| Qube Research & Technologies Ltd | 0.41% | 698,432 | $364,853,892 | $359,846,135 | -$5,007,757 | -1.37% | |
| Focus Partners Wealth | 0.31% | 570,448 | $298,004,032 | $293,906,219 | -$4,097,813 | -1.38% | |
| Optiver Holding B.V. | 3.89% | 520,429 | $271,866,905 | $268,135,429 | -$3,731,476 | -1.37% | |
| Raymond James Financial Inc | 0.07% | 503,027 | $262,776,376 | $259,169,571 | -$3,606,805 | -1.37% | |
| Ameriprise Financial Inc | 0.05% | 474,116 | $247,700,104 | $244,274,046 | -$3,426,058 | -1.38% | |
| Nissay Asset Management Corp /Japan | 0.86% | 391,575 | $204,554,864 | $201,747,272 | -$2,807,593 | -1.37% | |
| Goldman Sachs Group Inc | 0.02% | 313,694 | $163,870,719 | $161,621,423 | -$2,249,296 | -1.37% | |
| Bnp Paribas Financial Markets | 0.08% | 311,130 | $162,531,201 | $160,300,399 | -$2,230,802 | -1.37% | |
| Jones Financial Companies Lllp | 0.06% | 292,057 | $151,220,005 | $150,473,608 | -$746,397 | -0.49% | |
| Citigroup Inc | 0.07% | 283,870 | $148,290,783 | $146,255,501 | -$2,035,282 | -1.37% | |
| Cetera Investment Advisers | 0.13% | 270,981 | $141,557,894 | $139,614,831 | -$1,943,063 | -1.37% | |
| Citadel Advisors Llc | 0.08% | 264,408 | $138,124,095 | $136,228,290 | -$1,895,805 | -1.37% | |
| Osaic Holdings, Inc. | 0.15% | 251,808 | $131,684,661 | $129,736,518 | -$1,948,143 | -1.48% | |
| Envestnet Asset Management Inc | 0.03% | 236,510 | $123,550,321 | $121,854,682 | -$1,695,639 | -1.37% | |
| Commonwealth Equity Services, Llc | 0.14% | 214,385 | $111,992,543 | $110,455,440 | -$1,537,103 | -1.37% | |
| Arkansas Financial Group, Inc. | 14.52% | 213,367 | $111,460,798 | $109,930,946 | -$1,529,852 | -1.37% | |
| Bank Of Nova Scotia | 0.16% | 207,309 | $108,286,811 | $106,809,743 | -$1,477,068 | -1.36% | |
| Berkshire Money Management, Inc. | 9.75% | 204,256 | $106,701,255 | $105,236,776 | -$1,464,479 | -1.37% | |
| Jane Street Group, Llc | 0.07% | 202,508 | $105,788,154 | $104,336,172 | -$1,451,982 | -1.37% | |
| Sanctuary Advisors, Llc | 0.40% | 166,080 | $86,758,618 | $85,567,738 | -$1,190,880 | -1.37% | |
| Stifel Financial Corp | 0.07% | 164,452 | $85,921,664 | $84,728,959 | -$1,192,705 | -1.39% | |
| Virtu Financial Llc | 2.59% | 157,622 | $82,340,000 | $81,210,007 | -$1,129,993 | -1.37% | |
| Pnc Financial Services Group, Inc. | 0.04% | 146,069 | $76,304,921 | $75,257,670 | -$1,047,251 | -1.37% | |
| Truist Financial Corp | 0.09% | 144,531 | $75,501,554 | $74,465,262 | -$1,036,292 | -1.37% | |
| Captrust Financial Advisors | 0.11% | 136,606 | $71,361,837 | $70,382,143 | -$979,694 | -1.37% | |
| Thor Trading Advisors, Llc | 22.05% | 134,499 | $70,260,933 | $69,296,575 | -$964,358 | -1.37% | |
| Alkeon Capital Management Llc | 0.24% | 119,700 | $62,530,083 | $61,671,834 | -$858,249 | -1.37% | |
| Atria Investments, Inc | 0.60% | 114,022 | $59,564,137 | $58,746,415 | -$817,722 | -1.37% | |
| Tcp Asset Management, Llc | 6.62% | 111,749 | $58,376,623 | $57,575,320 | -$801,303 | -1.37% | |
| Heck Capital Advisors, Llc | 3.43% | 109,655 | $57,360,595 | $56,496,449 | -$864,146 | -1.51% | |
| Fmr Llc | 0.00% | 108,031 | $56,434,190 | $55,659,732 | -$774,458 | -1.37% | |
| Cm Wealth Advisors Llc | 10.05% | 106,644 | $55,710,105 | $54,945,122 | -$764,983 | -1.37% | |
| Stephens Inc | 0.60% | 102,905 | $53,756,549 | $53,018,714 | -$737,835 | -1.37% | |
| Two Sigma Investments, Lp | 0.04% | 102,705 | $53,652,065 | $52,915,670 | -$736,395 | -1.37% | |
| Rockefeller Capital Management L.P. | 0.08% | 97,396 | $50,879,154 | $50,180,367 | -$698,787 | -1.37% | |
| Barclays Plc | 0.02% | 95,892 | $50,093,021 | $49,405,476 | -$687,545 | -1.37% | |
| Cibc World Market Inc. | 0.08% | 93,356 | $48,768,241 | $48,098,878 | -$669,363 | -1.37% | |
| Private Advisor Group, Llc | 0.22% | 91,438 | $47,766,123 | $47,110,686 | -$655,437 | -1.37% | |
| Cerity Partners Llc | 0.06% | 86,213 | $45,036,354 | $44,418,662 | -$617,692 | -1.37% | |
| Newedge Advisors, Llc | 0.13% | 85,305 | $44,562,814 | $43,950,842 | -$611,972 | -1.37% |
Frequently asked questions about DIA
Who owns the most DIA stock?
The largest holders of DIA 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 SPDR DJIA TRUST (DIA).
Is DIA widely held by superinvestors?
Many widely followed stocks like DIA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DIA 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.