Vault-13

ISHARES TR IDGT

US DIGI REAL ETF · ETP · CUSIP 464287531

99 institutional holders +39 vs Q1 2026
2,881,4422.9m shares reported held*
$345.0mreported value*
46 new 34 added 6 reduced 5 sold out net bought ≈ $245.2m (+2.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $119.73. Options: 1 managers hold calls ($2.1m notional), 2 hold puts ($1.5m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 31Q4 22: 36Q1 23: 33Q2 23: 27Q3 23: 27Q4 23: 26Q1 24: 24Q2 24: 28Q3 24: 30Q4 24: 40Q1 25: 46Q2 25: 47Q3 25: 51Q4 25: 58Q1 26: 60Q2 26: 9999Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202231
Q4 202236
Q1 202333
Q2 202327
Q3 202327
Q4 202326
Q1 202424
Q2 202428
Q3 202430
Q4 202440
Q1 202546
Q2 202547
Q3 202551
Q4 202558
Q1 202660
Q2 202699

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 8 bought or addedQ3 24: 15 cut or sold outQ4 24: 25 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 28 bought or addedQ1 25: 10 cut or sold outQ2 25: 22 bought or addedQ2 25: 19 cut or sold outQ2 25Q3 25: 32 bought or addedQ3 25: 14 cut or sold outQ4 25: 34 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 21 cut or sold outQ2 26: 80 bought or addedQ2 26: 11 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024815
Q4 2024259
Q1 20252810
Q2 20252219
Q3 20253214
Q4 20253412
Q1 20263521
Q2 20268011

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $297.5kQ4 25P/C —Q1 26 calls: $0Q1 26 puts: $332.5kQ1 26P/C —Q2 26 calls: $2.1mQ2 26 puts: $1.5mQ2 26P/C 0.69
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$297.5k—
Q1 2026$0$332.5k—
Q2 2026$2.1m$1.5m0.69

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +428,345+428.3k
MML INVESTORS SERVICES, LLC Added +364,663+364.7k
Equitable Holdings, Inc. New +112,530+112.5k
MinichMacGregor Wealth Management, LLC New +109,398+109.4k
Prospera Financial Services Inc New +104,530+104.5k
Advisory Services Network, LLC Added +103,412+103.4k
ROYAL BANK OF CANADA Added +86,278+86.3k
OSAIC HOLDINGS, INC. Added +83,667+83.7k
Well Done, LLC New +73,077+73.1k
Cadent Capital Advisors, LLC New +48,313+48.3k

Biggest sellers

IHT Wealth Management, LLC Sold out -11,505-11.5k
Parallel Advisors, LLC Reduced -3,966-4.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -3,898-3.9k
Thrivent Financial for Lutherans Reduced -2,967-3.0k
TRUIST FINANCIAL CORP Reduced -853-853
MAI Capital Management Sold out -155-155
Sound Income Strategies, LLC Sold out -55-55
SIMPLEX TRADING, LLC Sold out -34-34
Go Invest LLC Reduced -33-33
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Sold out -20-20

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $2.1m17.7k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.3m11.2k shares
Belvedere Trading LLC New $119.7k1.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 470,458470.5k $56.3m $56.3m 0.00% Added +428.3k +428,345
2 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 396,601396.6k $47.5m $47.5m 0.10% Added +364.7k +364,663
3 Aprio Wealth Management, LLC 1.29% of their portfolio ATLANTA, GA 218,032218.0k $26.1m $26.1m 1.29% Added +7.6k +7,608
4 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 112,530112.5k $13.5m $13.5m 0.08% New
5 MinichMacGregor Wealth Management, LLC 1.99% of their portfolio Saratoga Springs, NY 109,398109.4k $13.1m $13.1m 1.99% New
6 Prospera Financial Services Inc 0.18% of their portfolio Dallas, TX 104,530104.5k $12.5m $12.5m 0.18% New
7 Advisory Services Network, LLC 0.14% of their portfolio ATLANTA, GA 103,636103.6k $12.4m $12.4m 0.14% Added +103.4k +103,412
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 100,526100.5k $12.0m $12.0m 0.00% Added +16.1k +16,117
9 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 91,50691.5k $11.0m $11.0m 0.01% Added +43.9k +43,924
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 91,20891.2k $10.9m $10.9m 0.00% Added +86.3k +86,278
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 85,63385.6k $10.3m $10.3m 0.01% Added +83.7k +83,667
12 Well Done, LLC 1.18% of their portfolio HOLLAND, MI 73,07773.1k $8.8m $8.8m 1.18% New
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 72,84772.8k $8.7m $8.7m 0.01% Added +38.1k +38,075
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 63,60463.6k $7.6m $7.6m 0.00% Added +35.1k +35,064
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 52,14052.1k $6.2m $6.2m 0.00% Added +13.5k +13,527
16 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 51,87751.9k $6.2m $6.2m 0.01% Reduced -3.0k -2,967
17 Cadent Capital Advisors, LLC 1.20% of their portfolio TULSA, OK 48,31348.3k $5.8m $5.8m 1.20% New
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 43,84743.8k $5.3m $5.3m 0.00% Added +27.7k +27,702
19 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 40,27140.3k $4.8m $4.8m 0.00% New
20 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 38,94538.9k $4.7m $4.7m 0.00% Added +1.5k +1,469
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 36,90436.9k $4.4m $4.4m 0.00% Reduced -3.9k -3,898
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,99032.0k $3.8m $3.8m 0.00% New
23 VestGen Advisors, LLC 0.10% of their portfolio CHICAGO, IL 29,56429.6k $3.5m $3.5m 0.10% Added +1.8k +1,845
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 27,20427.2k $3.3m $3.3m 0.00% Added +4.0k +4,005
25 Wallace Hart LLC 2.03% of their portfolio LEXINGTON, KY 27,10727.1k $3.2m $3.2m 2.03% New
26 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 22,64922.6k $2.7m $2.7m 0.02% Added +17.1k +17,076
27 Tudor Financial Inc. 1.18% of their portfolio DAYTON, OH 21,92921.9k $2.6m $2.6m 1.18% New
28 Arax Advisory Partners 0.02% of their portfolio NEW YORK, NY 19,58119.6k $2.3m $2.3m 0.02% New
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 19,02219.0k $2.3m $2.3m 0.00% Added +3.8k +3,776
30 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 17,59217.6k $2.1m $2.1m 0.03% New
31 Virtu Financial LLC 0.06% of their portfolio New York, NY 16,94216.9k $2.0m $2.0m 0.06% New
32 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 16,43916.4k $2.0m $2.0m 0.00% Added +4.2k +4,170
33 Wagner Wealth Management, Corp 1.57% of their portfolio CONYNGHAM, PA 16,27716.3k $1.9m $1.9m 1.57% New
34 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 15,73415.7k $1.9m $1.9m 0.01% Added +7.2k +7,233
35 LEE JOHNSON CAPITAL MANAGEMENT, LLC 0.48% of their portfolio FORT WORTH, TX 12,86412.9k $1.5m $1.5m 0.48% New
36 Krilogy Financial LLC 0.04% of their portfolio ST. LOUIS, MO 11,80511.8k $1.4m $1.4m 0.04% Added +530 +530
37 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 11,23411.2k $1.3m $1.3m 0.01% New
38 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 10,55910.6k $1.3m $1.3m 0.03% New
39 HARMONY ASSET MANAGEMENT LLC 0.31% of their portfolio SCOTTSDALE, AZ 9,6299.6k $1.2m $1.2m 0.31% New
40 High Point Wealth Management, LLC 0.87% of their portfolio CHESTER, NJ 8,9108.9k $1.1m $1.1m 0.87% Added +5.7k +5,745
41 MUIRFIELD WEALTH ADVISORS LLC 0.67% of their portfolio CHARLOTTE, NC 8,5408.5k $1.0m $1.0m 0.67% New
42 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 8,4808.5k $1.0m $1.0m 0.00% New
43 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,3088.3k $994.8k $994.8k 0.00% New
44 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 7,2707.3k $870.5k $870.5k 0.00% New
45 Nikulski Financial, Inc. 0.18% of their portfolio BETTENDORF, IA 6,8366.8k $818.5k $818.5k 0.18% New
46 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,5686.6k $786.0k $786.0k 0.00% New
47 Haven Private, LLC 0.30% of their portfolio ORLANDO, FL 6,5136.5k $779.9k $779.9k 0.30% Added +4.3k +4,343
48 KKM Financial LLC 0.09% of their portfolio CHICAGO, IL 5,4605.5k $653.8k $653.8k 0.09% New
49 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 5,2235.2k $625.4k $625.4k 0.00% Reduced -853 -853
50 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,8574.9k $582.0k $582.0k 0.00% Added +190 +190
51 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 4,7654.8k $570.6k $570.6k 0.01% New
52 Kesler, Norman & Wride, LLC 0.08% of their portfolio OGDEN, UT 4,1274.1k $494.2k $494.2k 0.08% New
53 Belvedere Trading LLC 0.03% of their portfolio CHICAGO, IL 3,5073.5k $419.9k $419.9k 0.03% New
54 Financial Partners Group, Inc 0.04% of their portfolio Overland Park, KS 3,3403.3k $399.9k $399.9k 0.04% New
55 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 3,2383.2k $387.8k $387.8k 0.00% New
56 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 3,0093.0k $360.3k $360.3k 0.00% Unchanged
57 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 3,0083.0k $360.2k $360.2k 0.00% Added +8 +8
58 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 2,7672.8k $324.7k $324.7k 0.00% Reduced -8 -8
59 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 2,4892.5k $298.0k $298.0k 0.00% New
60 DecisionMap Wealth Management, LLC 0.16% of their portfolio GREAT FALLS, VA 2,4372.4k $291.8k $291.8k 0.16% New
61 Regal Investment Advisors LLC 0.01% of their portfolio KENTWOOD, MI 2,2952.3k $274.8k $274.8k 0.01% New
62 Manchester Capital Management LLC 0.04% of their portfolio MANCHESTER, VT 2,2502.2k $269.4k $269.4k 0.04% Unchanged
63 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,1622.2k $258.9k $258.9k 0.00% Added +252 +252
64 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,0062.0k $240.2k $240.2k 0.00% Added +937 +937
65 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 1,9481.9k $233.3k $233.3k 0.01% New
66 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 1,8901.9k $226.3k $226.3k 0.01% New
67 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 1,8461.8k $221.0k $221.0k 0.00% New
68 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,8001.8k $215.5k $215.5k 0.00% Reduced -4.0k -3,966
69 Howard Capital Management Group, LLC 0.01% of their portfolio Los Angeles, CA 1,7531.8k $209.9k $209.9k 0.01% New
70 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,2421.2k $148.7k $148.7k 0.00% New
71 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 1,2251.2k $146.7k $146.7k 0.00% New
72 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,1261.1k $134.8k $134.8k 0.00% Added +198 +198
73 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 700700 $83.8k $83.8k 0.00% Added +160 +160
74 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 673673 $79.0k $79.0k 0.00% Added +91 +91
75 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 640640 $76.6k $76.6k 0.00% Added +250 +250
76 FMR LLC 0.00% of their portfolio BOSTON, MA 636636 $76.2k $76.2k 0.00% Added +62 +62
77 AMERIFLEX GROUP, INC. 0.02% of their portfolio LAS VEGAS, NV 485485 $58.1k $58.1k 0.02% New
78 Virginia Estate & Retirement Planning Advisors Inc. 0.04% of their portfolio GLEN ALLEN, VA 475475 $36.6k $36.6k 0.04% New
79 Go Invest LLC 0.01% of their portfolio WEST JORDAN, UT 334334 $40.0k $40.0k 0.01% Reduced -33 -33
80 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 272272 $32.6k $32.6k 0.00% New
81 Estabrook Capital Management 0.00% of their portfolio NEW YORK, NY 265265 $31.7k $31.7k 0.00% Added +65 +65
82 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 240240 $28.7k $28.7k 0.01% Unchanged
83 Burnham & Co LLC 0.02% of their portfolio GRAND RAPIDS, MI 200200 $23.9k $23.9k 0.02% First filing
84 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 185185 $22.2k $22.2k 0.00% Added +22 +22
85 Regatta Research & Money Management 0.02% of their portfolio METAIRIE, LA 178178 $21.3k $21.3k 0.02% First filing
86 Provenance Wealth Advisors, LLC 0.00% of their portfolio FORT LAUDERDALE, FL 168168 $20.1k $20.1k 0.00% New
87 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 138138 $17.0k $17.0k 0.00% Unchanged
88 CITY HOLDING CO 0.00% of their portfolio CHARLESTON, WV 125125 $15.0k $15.0k 0.00% New
89 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 116116 $13.9k $13.9k 0.00% Unchanged
90 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 115115 $13.8k $13.8k 0.00% Unchanged
91 MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.01% of their portfolio GLASTONBURY, CT 111111 $13.3k $13.3k 0.01% New
92 LFA - Lugano Financial Advisors SA 0.01% of their portfolio LUGANO, V8 8080 $9.6k $9.6k 0.01% New
93 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 4646 $5.5k $5.5k 0.00% Unchanged
94 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2929 $3.5k $3.5k 0.00% New
95 Archer Investment Corp 0.00% of their portfolio Carmel, IN 1616 $2.0k $2.0k 0.00% Added +8 +8
96 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1212 $1.4k $1.4k 0.00% Unchanged
97 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 22 $248 $248 0.00% Unchanged
98 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 22 $239 $239 0.00% Unchanged
99 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 00 $47 $47 0.00% Unchanged