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Who Owns iShares Core Dividend Growth ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core Dividend Growth ETF.

Who crossed 5% of DGRO →
Managers holding
72
as of 2026-09-30
Reported value
$214.4M
summed across filings
Shares held
2.8M
Added vs trimmed
34 / 18
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Adirondack Capital Advisors, LLCCORE DIV GRWTH395.1K shadded$29.8M
CYPRESS FINANCIAL PLANNING LLCCORE DIV GRWTH243.7K shtrimmed$18.4M
LifeGoal Investments, LLCCORE DIV GRWTH239.4K shadded$18M
Capital Planning LLCExchange Traded Fund238.3K shtrimmed$18M
FC Advisory LLCCORE DIV GRWTH205K shadded$15.5M
HF Advisory Group, LLCCORE DIV GRWTH141.8K shadded$10.7M
Prota Financial, LLCCORE DIV GRWTH116K shadded$8.7M
Crumly & Associates Inc.CORE DIV GRWTH113.1K shtrimmed$8.5M
Avidian Wealth Enterprises, LLCCORE DIV GRWTH105.1K shtrimmed$7.9M
Wealth Group LtdCORE DIV GRWTH94.8K shtrimmed$7.2M
GAMMA Investing LLCETF86.2K shadded$6.5M
Farther Finance Advisors, LLCETF62.8K shadded$4.7M
TITLEIST ASSET MANAGEMENT, LLCCORE DIV GRWTH59.1K shtrimmed$4.5M
RVW Wealth, LLCCORE DIV GRWTH53.4K shtrimmed$4M
Weaver Consulting GroupCORE DIV GRWTH48.2K shadded$3.6M
Cambridge Financial Group, LLCCORE DIV GRWTH46.4K shheld$3.5M
First Heartland Consultants, Inc.CORE DIV GRWTH40.9K shtrimmed$3.1M
CoreCap Advisors, LLCETF38.6K shadded$2.9M
Wedmont Private CapitalCORE DIV GRWTH37.1K shadded$2.9M
Post Resch Tallon Group Inc.CORE DIV GRWTH33.7K shadded$2.5M
Worth Asset Management, LLCETF32.1K shadded$2.4M
Prism Advisors, Inc.SH BEN INT28.2K shtrimmed$2.2M
Venture Visionary Partners LLCCORE DIV GRWTH28.4K shadded$2.1M
Williams & Novak Wealth Management, LLCCORE DIV GRWTH28.3K shadded$2.1M
GILPIN WEALTH MANAGEMENT, LLCCORE DIV GRWTH22.7K shadded$1.7M
Gouws Capital LLCCORE DIV GRWTH20.2K shtrimmed$1.5M
BOS Asset Management, LLCCORE DIV GRWTH20.2K shadded$1.5M
Investment Partners Asset Management, Inc.CORE DIV GRWTH20K shtrimmed$1.5M
Freestate Advisors LLCCORE DIV GRWTH17.3K shadded$1.3M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF16.6K shheld$1.2M
Valeo Financial Advisors, LLCETF15K shadded$1.1M
EASTERN BANKCORE DIV GRWTH12.9K shtrimmed$971.6K
Central Pacific Bank - Trust DivisionCORE DIV GRWTH12.2K shheld$921.8K
Insight Wealth Strategies, LLCCORE DIV GRWTH11.9K shadded$897.7K
SigFig Wealth Management, LLCCORE DIV GRWTH11.8K shadded$889.5K
RFG - Bristol Wealth Advisors, LLCCORE DIV GRWTH8.5K shadded$638.6K
Sunburst Financial Group, LLCCORE DIV GRWTH8.1K shtrimmed$612.4K
Veracity Capital LLCCORE DIV GRWTH8K shheld$600.7K
Lincoln Capital LLCCORE DIV GRWTH7.8K shheld$589.5K
Breakwater Capital GroupCORE DIV GRWTH7.6K shtrimmed$575.3K
Apella Capital, LLCCORE DIV GRWTH7.5K shadded$574.8K
AVAII WEALTH MANAGEMENT, LLCCORE DIV GRWTH7K shadded$533.3K
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCORE DIV GRWTH6.8K shtrimmed$510.9K
Tactive Advisors, LLCCORE DIV GRWTH6.4K shtrimmed$482.6K
Athena Wealth Management, LLCCORE DIV GRWTH6K shadded$449K
SAPIENT CAPITAL LLCCORE DIV GRWTH6K shadded$448.6K
ARMSTRONG ADVISORY GROUP, INCCORE DIV GRWTH5.6K shheld$419K
Capital Advisors Wealth Management, LLCCORE DIV GRWTH5.5K shadded$415.4K
Nautilus Advisors LLCCORE DIV GRWTH5.5K sh—$414K
KFA Private Wealth Group, LLCCORE DIV GRWTH5.3K shadded$398.9K
Balefire, LLCCORE DIV GRWTH4.6K shadded$349.5K
Castle Rock Wealth Management, LLCCORE DIV GRWTH4.6K shadded$349.1K
Eastover Investment Advisors LLCCORE DIV GRWTH4.4K shheld$331.4K
ATWOOD & PALMER INCCOM3.6K shheld$271.2K
MOODY NATIONAL BANK TRUST DIVISIONCORE DIV GRWTH3.4K shheld$256.6K
Gradient Investments LLCCORE DIV GRWTH3.2K shadded$241.8K
Heartwood Wealth Advisors LLCETF3.1K shheld$233.3K
Sound Income Strategies, LLCCORE DIV GRWTH3K shadded$226.8K
BRIGHTON SECURITIES CORP.Fund2.7K sh—$202.6K
TOTH FINANCIAL ADVISORY CORPCORE DIV GRWTH2K shheld$151.2K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund1.9K shtrimmed$145.4K
Acropolis Investment Management, LLCCORE DIV GRWTH1.7K shtrimmed$130.5K
Dorato Capital ManagementCORE DIV GRWTH978 shheld$74.7K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCORE DIV GRWTH903 sh—$68.1K
Rosenberg Matthew HamiltonETF896 shheld$67.5K
ELEVATION WEALTH PARTNERS, LLCCORE DIV GRWTH800 shadded$60.3K
TOMPKINS FINANCIAL CORPCORE DIV GRWTH668 shheld$50.4K
Horrell Capital Management, Inc.ETF500 shheld$37.7K
Trust CoETF422 shadded$31.8K
Bullock Wealth Management GroupETF407 shadded$30.7K
FIRST COMMUNITY TRUST NACORE DIV GRWTH197 shheld$14.9K
GK Wealth Management LLCCORE DIV GRWTH49 sh—$3.7K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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