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 $15.83B in DIA holdings during the latest filing period.
Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of DIA tracked by InsiderSet, reporting ownership valued at approximately $1.89B 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 $2.14B, representing an estimated gain of +13.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed DIA value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Morgan Stanley, Citadel Advisors 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
1,389
Total Reported Value
$15.83B
Largest Holder
Goldman Sachs Group Inc
Largest Position
$1.89B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 0.25% | 4,078,679 | $1,889,203,343 | $2,138,532,973 | +$249,329,630 | +13.20% | |
| Morgan Stanley | 0.10% | 3,668,887 | $1,699,392,178 | $1,923,670,832 | +$224,278,654 | +13.20% | |
| Citadel Advisors Llc | 1.10% | 3,346,389 | $1,550,013,921 | $1,754,578,680 | +$204,564,759 | +13.20% | |
| Bank Of America Corp | 0.08% | 2,346,491 | $1,086,871,079 | $1,230,312,161 | +$143,441,082 | +13.20% | |
| Lpl Financial Llc | 0.20% | 1,623,835 | $752,143,919 | $851,409,167 | +$99,265,248 | +13.20% | |
| Wells Fargo & Company/Mn | 0.11% | 1,236,795 | $572,870,872 | $648,476,354 | +$75,605,482 | +13.20% | |
| Ubs Group Ag | 0.08% | 916,275 | $424,409,417 | $480,421,308 | +$56,011,891 | +13.20% | |
| Royal Bank Of Canada | 0.07% | 804,574 | $372,671,000 | $421,854,240 | +$49,183,240 | +13.20% | |
| Bank Of Montreal | 0.11% | 608,192 | $281,708,497 | $318,887,229 | +$37,178,732 | +13.20% | |
| Focus Partners Wealth | 0.30% | 577,802 | $267,589,764 | $302,953,145 | +$35,363,381 | +13.22% | |
| Raymond James Financial Inc | 0.07% | 516,347 | $239,166,510 | $270,731,059 | +$31,564,549 | +13.20% | |
| Ameriprise Financial Inc | 0.05% | 483,322 | $223,813,150 | $253,415,391 | +$29,602,241 | +13.23% | |
| Citigroup Inc | 0.13% | 433,145 | $200,628,371 | $227,106,586 | +$26,478,215 | +13.20% | |
| Nissay Asset Management Corp /Japan | 0.96% | 391,575 | $181,373,624 | $205,310,604 | +$23,936,980 | +13.20% | |
| Cetera Investment Advisers | 0.13% | 261,569 | $121,156,316 | $137,145,858 | +$15,989,542 | +13.20% | |
| Jones Financial Companies Lllp | 0.06% | 268,187 | $121,076,770 | $140,615,808 | +$19,539,038 | +16.14% | |
| Envestnet Asset Management Inc | 0.03% | 247,243 | $114,520,585 | $129,634,450 | +$15,113,865 | +13.20% | |
| Qube Research & Technologies Ltd | 0.16% | 241,967 | $112,076,695 | $126,868,137 | +$14,791,442 | +13.20% | |
| Commonwealth Equity Services, Llc | 0.14% | 214,385 | $111,992,543 | $112,406,343 | +$413,800 | +0.37% | |
| Arkansas Financial Group, Inc. | 14.52% | 213,367 | $111,460,798 | $111,872,585 | +$411,787 | +0.37% | |
| Bnp Paribas Financial Markets | 0.07% | 238,761 | $110,591,708 | $125,187,168 | +$14,595,460 | +13.20% | |
| Northwestern Mutual Wealth Management Co | 0.07% | 234,166 | $108,463,837 | $122,777,917 | +$14,314,080 | +13.20% | |
| Berkshire Money Management, Inc. | 9.75% | 204,256 | $106,701,255 | $107,095,506 | +$394,251 | +0.37% | |
| Osaic Holdings, Inc. | 0.15% | 215,428 | $99,867,032 | $112,953,209 | +$13,086,177 | +13.10% | |
| Millennium Management Llc | 0.07% | 208,673 | $96,655,247 | $109,411,427 | +$12,756,180 | +13.20% | |
| Thor Trading Advisors, Llc | 38.53% | 200,763 | $92,991,414 | $105,264,056 | +$12,272,642 | +13.20% | |
| Mirae Asset Securities (Usa) Inc. | 4.38% | 200,000 | $92,638,000 | $104,864,000 | +$12,226,000 | +13.20% | |
| Stifel Financial Corp | 0.08% | 191,553 | $88,736,323 | $100,435,069 | +$11,698,746 | +13.18% | |
| Bank Of Nova Scotia | 0.14% | 176,262 | $81,642,796 | $92,417,692 | +$10,774,896 | +13.20% | |
| Atlasmark Financial, Inc | 4.25% | 228,200 | $80,251,168 | $119,649,824 | +$39,398,656 | +49.09% | |
| Sanctuary Advisors, Llc | 0.41% | 165,079 | $76,462,861 | $86,554,221 | +$10,091,360 | +13.20% | |
| Truist Financial Corp | 0.09% | 144,531 | $75,501,554 | $75,780,494 | +$278,940 | +0.37% | |
| Jane Street Group, Llc | 0.08% | 158,391 | $73,365,127 | $83,047,569 | +$9,682,442 | +13.20% | |
| Pnc Financial Services Group, Inc. | 0.04% | 148,481 | $68,775,024 | $77,851,558 | +$9,076,534 | +13.20% | |
| Optiver Holding B.V. | 2.49% | 142,128 | $65,832,268 | $74,520,553 | +$8,688,285 | +13.20% | |
| Atria Investments, Inc | 0.60% | 114,022 | $59,564,137 | $59,784,015 | +$219,878 | +0.37% | |
| Sumitomo Mitsui Financial Group, Inc. | 1.21% | 128,000 | $59,288,320 | $67,112,960 | +$7,824,640 | +13.20% | |
| Tcp Asset Management, Llc | 6.62% | 111,749 | $58,376,623 | $58,592,236 | +$215,613 | +0.37% | |
| Captrust Financial Advisors | 0.10% | 124,098 | $57,480,941 | $65,067,063 | +$7,586,122 | +13.20% | |
| Heck Capital Advisors, Llc | 3.43% | 109,655 | $57,360,595 | $57,494,310 | +$133,715 | +0.23% | |
| Alkeon Capital Management Llc | 0.25% | 119,700 | $55,443,843 | $62,761,104 | +$7,317,261 | +13.20% | |
| Stephens Inc | 0.60% | 102,905 | $53,756,549 | $53,955,150 | +$198,601 | +0.37% | |
| Creative Planning | 0.03% | 110,251 | $51,067,278 | $57,806,804 | +$6,739,526 | +13.20% | |
| Cm Wealth Advisors Llc | 10.77% | 108,972 | $50,556,314 | $57,136,199 | +$6,579,885 | +13.01% | |
| Hightower Advisors, Llc | 0.05% | 104,169 | $48,252,287 | $54,617,890 | +$6,365,603 | +13.19% | |
| Private Advisor Group, Llc | 0.22% | 91,438 | $47,766,123 | $47,942,772 | +$176,649 | +0.37% | |
| Fmr Llc | 0.00% | 102,290 | $47,379,616 | $53,632,693 | +$6,253,077 | +13.20% | |
| Steel Grove Capital Advisors, Llc | 4.13% | 84,570 | $44,178,522 | $44,341,742 | +$163,220 | +0.37% | |
| Rockefeller Capital Management L.P. | 0.08% | 93,424 | $43,273,431 | $48,984,072 | +$5,710,641 | +13.20% | |
| Cerity Partners Llc | 0.06% | 93,128 | $43,136,309 | $48,828,873 | +$5,692,564 | +13.20% |
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.