DGRO Institutional Ownership
Who owns DGRO and what the big funds did with it last quarter, from every SEC 13F filing. 1,353 funds reported holding DGRO at Jun 30, 2026.
- ▲675 buying vs 452 selling
- ▲Shares held by funds +3.0%
- ▲Funds holding +26
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,353 | 1,327 | +2.0% |
| In funds' top 10 | 128 | 128 | 0.0% |
| 13F shares | 318M | 308M | +3.0% |
| Held by funds | – | – | – |
| New positions | 93 | 86 | +8.1% |
| Increased | 582 | 551 | +5.6% |
| Reduced | 387 | 420 | −7.9% |
| Sold out | 65 | 51 | +27.5% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in DGRO
All superinvestors →
Who owns DGRO
share of fund held shares- Index and passive funds0.3%
- Active managers and hedge funds58.4%
- Banks and brokers40.8%
- Pensions, insurers and other0.4%
The top 10 holders own 43.7% of all DGRO shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
956 funds changed their position- Jones Financial Companies LllpAdded+1.6M sh
- Wealthfront Advisers LLCAdded+1.5M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−1.2M sh
- Fmr LLCTrimmed−848K sh
- LPL Financial LLCAdded+757K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 21.3M | $1.6B | +1.1M |
| 2 | Morgan Stanley | – | 20.2M | $1.5B | +800K |
| 3 | Bank of America Corp /de/ | – | 19.2M | $1.5B | −142K |
| 4 | Wealthfront Advisers LLC | – | 17.7M | $1.3B | +314K |
| 5 | Jones Financial Companies Lllp | – | 14.4M | $1.1B | +2.3M |
| 6 | Raymond James Financial Inc | – | 11.2M | $846M | +293K |
| 7 | Envestnet Asset Management Inc | – | 11.1M | $841M | +473K |
| 8 | Capital Investment Advisors, LLC | – | 8.5M | $644M | +66K |
| 9 | Royal Bank of Canada | – | 8.2M | $619M | −62K |
| 10 | Commonwealth Equity Services, LLC | – | 7.2M | $548M | +10K |
- Jones Financial Companies Lllp+2.3M sh+$178M
- Kestra Advisory Services, LLC+1.4M sh+$104M
- Cambridge Investment Research Advisors, Inc.+1.1M sh+$86.7M
- LPL Financial LLC+1.1M sh+$80.1M
- Morgan Stanley+800K sh+$60.6M
- Bluespring Wealth Management, LLC+660K sh+$50M
- Integrated Wealth Concepts LLC+562K sh+$42.6M
- Envestnet Asset Management Inc+473K sh+$35.8M
- Horizon Investments, LLC−815K sh−$61.8M
- HM Payson & Co−777K sh−$58.9M
- Fmr LLC−731K sh−$55.4M
- PNC Financial Services Group, Inc.−453K sh−$34.3M
- BlackRock, Inc.−390K sh−$29.6M
- Private Advisor Group, LLC−213K sh−$16.2M
- FORM Wealth Advisors, LLC−208K sh−$15.8M
- Jackson Wealth Management, LLC−206K sh−$15.6M
DGRO institutional ownership FAQ
Who owns the most DGRO stock?
In Q2 2026 13F filings the largest holder of DGRO was LPL Financial LLC, followed by Morgan Stanley and Bank of America Corp /de/. Index fund managers are usually the biggest holders of large companies.
What percentage of DGRO is owned by institutions?
1,353 funds reported holding 318M DGRO shares at Jun 30, 2026.
Are hedge funds buying DGRO?
In Q2 2026, 675 funds bought DGRO (93 of them new positions) and 452 sold (65 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for DGRO is bullish.
What is DGRO's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this DGRO ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.