Funds holding iShares Core Dividend Growth ETF
11 funds declare a position · 5 ETFs and 6 other funds · 181.9M $ · US46434V6213
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Destinations Equity Income Fund Brinker Capital Destinations Trust | 902,845 | 66.7M $ | 12.89 % | as of Feb 28, 2026 · Original filing |
| 2 | Horizon Active Asset Allocation Fund Horizon Funds | 686,965 | 50.8M $ | 6.94 % | as of Feb 28, 2026 · Original filing |
| 3 | JNL Growth ETF Allocation Fund JNL Series Trust | 328,108 | 23M $ | 5.66 % | as of Mar 31, 2026 · Original filing |
| 4 | JNL Moderate Growth ETF Allocation Fund JNL Series Trust | 205,801 | 14.4M $ | 4.08 % | as of Mar 31, 2026 · Original filing |
| 5 | PAYSON TOTAL RETURN FUND FORUM FUNDS | 125,415 | 8.8M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| 6 | JNL Moderate ETF Allocation Fund JNL Series Trust | 82,480 | 5.8M $ | 2.53 % | as of Mar 31, 2026 · Original filing |
| 7 | MML VIP BlackRock iShares 80/20 Allocation Fund MML Series Investment Fund II | 77,465 | 5.4M $ | 3.05 % | as of Mar 31, 2026 · Original filing |
| 8 | Global Atlantic BlackRock Selects Managed Risk Portfolio Forethought Variable Insurance Trust | 43,028 | 3M $ | 2.45 % | as of Mar 31, 2026 · Original filing |
| 9 | MML VIP BlackRock iShares 60/40 Allocation Fund MML Series Investment Fund II | 34,568 | 2.4M $ | 3.06 % | as of Mar 31, 2026 · Original filing |
| 10 | Dga Core Plus Absolute Return ETF Tidal Trust II | 18,920 | 1.4M $ | 6.99 % | as of Apr 30, 2026 · Original filing |
| 11 | AB US Equity ETF AB Active ETFs, Inc. | 836 | 61.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
Institutional managers
1301 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 20,236,610 | 1.4B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 19,389,641 | 1.4B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 19,367,374 | 1.4B $ | as of Mar 31, 2026 |
| Wealthfront Advisers LLC | 17,425,702 | 1.2B $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 12,067,891 | 831.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 10,864,804 | 762.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 10,627,078 | 745.8M $ | as of Mar 31, 2026 |
| Capital Investment Advisors, LLC | 8,431,594 | 591.7M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 8,230,843 | 577.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,225,477 | 507.1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 6,855,975 | 481.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 6,661,626 | 467.5M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 6,310,350 | 442.9M $ | as of Mar 31, 2026 |
| FMR LLC | 5,295,381 | 371.6M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 5,148,918 | 361.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 4,772,766 | 335M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 4,753,627 | 327.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 4,659,680 | 327M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 3,324,499 | 233.3M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 3,122,246 | 219.1M $ | as of Mar 31, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,114,188 | 218.6M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 2,937,418 | 206.1M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 2,770,076 | 194.4M $ | as of Mar 31, 2026 |
| Mariner, LLC | 2,718,697 | 190.8M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,492,043 | 174.9M $ | as of Mar 31, 2026 |