DSI institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding632
Shares held24,899,338
Reported value$3.5bn
Quarter flows69 new, 190 added, 233 trimmed, 30 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY4,231,965$602.6m0.0%
ENVESTNET ASSET MANAGEMENT INC1,741,833$248.0m0.1%
BANK OF AMERICA CORP /DE/1,405,229$200.1m0.0%
LPL Financial LLC1,229,365$175.0m0.0%
Bank of New York Mellon Corp1,193,065$169.9m0.0%
JPMORGAN CHASE & CO1,156,395$163.1m0.0%
AMERIPRISE FINANCIAL INC797,286$117.1m0.0%
IMA Advisory Services, Inc.444,726$63.0m3.9%
UBS Group AG407,533$58.0m0.0%
Betterment LLC337,922$48.1m0.1%
Mariner, LLC335,917$47.8m0.0%
US BANCORP \DE\322,658$45.9m0.1%
Envestnet Portfolio Solutions, Inc.318,940$45.4m0.2%
Rockefeller Capital Management L.P.302,319$43.0m0.1%
GOLDMAN SACHS GROUP INC298,963$42.6m0.0%
SEI INVESTMENTS CO280,073$39.9m0.0%
NORTHSTAR ASSET MANAGEMENT INC279,901$39.9m11.7%
COMMONWEALTH EQUITY SERVICES, LLC227,210$32.4m0.0%
Global Retirement Partners, LLC221,547$31.5m0.5%
WELLS FARGO & COMPANY/MN214,635$30.6m0.0%
Creative Planning210,927$30.0m0.0%
Cetera Investment Advisers204,758$29.2m0.0%
CAPTRUST FINANCIAL ADVISORS177,439$25.3m0.0%
RAYMOND JAMES FINANCIAL INC176,795$25.2m0.0%
OSAIC HOLDINGS, INC.174,483$24.8m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DSI"). DSI price history · All 13F data

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