STATE STR SPDR DOW JONES IND (DIA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,397
Reporting holders
$38.4B
Reported value
60.4%
Held as options
+76
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.0B | 41,991 | 0.39% | 31q | +237.6%+$3.6B |
| JANE STREET GROUP, LLC | $4.3B | 202,508 | 0.36% | 31q | +27.9%+$933.2M |
| Optiver Holding B.V. | $4.2B | 520,429 | 1.13% | 20q | +266.2%+$3.1B |
| CITADEL ADVISORS LLC | $3.5B | 264,408 | 0.39% | 31q | -92.1%-$40.2B |
| IMC-Chicago, LLC | $1.9B | 1,202,720 | 0.46% | 19q | +1755.5%+$1.8B |
| BNP PARIBAS FINANCIAL MARKETS | $1.8B | 311,130 | 0.61% | 31q | +30.3%+$408.2M |
| MORGAN STANLEY | $1.7B | 3,331,265 | 0.09% | 35q | -9.2%-$176.4M |
| MILLENNIUM MANAGEMENT LLC | $1.2B | 72,963 | 0.44% | 31q | -65.0%-$2.3B |
| BANK OF AMERICA CORP /DE/ | $1.1B | 2,098,332 | 0.07% | 31q | -10.6%-$129.6M |
| SIMPLEX TRADING, LLC | $1.0B | 16,391 | 0.61% | 31q | HELD |
| LPL Financial LLC | $871.2M | 1,667,199 | 0.20% | 31q | +2.7%+$22.7M |
| WELLS FARGO & COMPANY/MN | $630.1M | 1,206,147 | 0.10% | 31q | -51.2%-$662.1M |
| JPMORGAN CHASE & CO | $567.0M | 703,406 | 0.03% | 31q | +1.5%+$8.6M |
| UBS Group AG | $517.8M | 892,291 | 0.07% | 31q | -2.6%-$13.9M |
| BANK OF MONTREAL /CAN/ | $474.8M | 907,796 | 0.16% | 31q | +49.3%+$156.7M |
| GOLDMAN SACHS GROUP INC | $471.6M | 313,694 | 0.04% | 31q | -92.3%-$5.7B |
| ROYAL BANK OF CANADA | $443.8M | 849,328 | 0.07% | 31q | +5.6%+$23.4M |
| Qube Research & Technologies Ltd | $364.9M | 698,432 | 0.34% | 4q | +188.6%+$238.5M |
| Focus Partners Wealth | $298.0M | 570,448 | 0.31% | 11q | -1.3%-$3.8M |
| Squarepoint Ops LLC | $293.7M | options only | 0.32% | 20q | OPTIONS |
| RAYMOND JAMES FINANCIAL INC | $262.8M | 503,027 | 0.07% | 7q | -2.6%-$7.0M |
| AMERIPRISE FINANCIAL INC | $247.7M | 474,116 | 0.05% | 31q | -51.0%-$257.3M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $204.6M | 391,575 | 0.86% | 9q | HELD |
| CITIGROUP INC | $174.4M | 283,870 | 0.06% | 31q | -34.5%-$91.7M |
| TCM Advisors, LLC | $162.2M | 11 | 12.45% | 8q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $151.2M | 292,057 | 0.06% | 31q | +8.9%+$12.4M |
| HSBC HOLDINGS PLC | $143.6M | 38,565 | 0.06% | 31q | +45.1%+$44.7M |
| Cetera Investment Advisers | $141.6M | 270,981 | 0.13% | 31q | +3.6%+$4.9M |
| OSAIC HOLDINGS, INC. | $131.7M | 251,808 | 0.15% | 26q | +16.9%+$19.0M |
| ENVESTNET ASSET MANAGEMENT INC | $123.6M | 236,510 | 0.03% | 31q | -4.3%-$5.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $117.7M | 225,299 | 0.06% | 31q | -3.8%-$4.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $112.0M | 214,385 | 0.14% | 31q | +3.3%+$3.6M |
| BANK OF NOVA SCOTIA | $111.6M | 207,309 | 0.17% | 5q | +17.6%+$16.7M |
| ARKANSAS FINANCIAL GROUP, INC. | $111.5M | 213,367 | 14.52% | 31q | -1.1%-$1.3M |
| Berkshire Money Management, Inc. | $106.7M | 204,256 | 9.75% | 31q | HELD |
| Sanctuary Advisors, LLC | $86.8M | 166,080 | 0.40% | 9q | +0.6%+$522.9K |
| STIFEL FINANCIAL CORP | $85.9M | 164,452 | 0.07% | 31q | -14.1%-$14.2M |
| PNC Financial Services Group, Inc. | $84.6M | 162,003 | 0.04% | 31q | -1.5%-$1.3M |
| TRUIST FINANCIAL CORP | $75.5M | 144,531 | 0.09% | 31q | -11.0%-$9.4M |
| CAPTRUST FINANCIAL ADVISORS | $71.4M | 136,606 | 0.11% | 31q | +10.1%+$6.5M |
| Point72 Asset Management, L.P. | $70.4M | options only | 0.08% | 3q | OPTIONS |
| THOR TRADING ADVISORS, LLC | $70.3M | 134,499 | 22.05% | 5q | -33.0%-$34.6M |
| Balyasny Asset Management L.P. | $69.9M | 15,032 | 0.09% | 18q | -27.8%-$26.8M |
| CREDIT AGRICOLE S A | $66.0M | 26,311 | 0.13% | 18q | +10.3%+$6.1M |
| ALKEON CAPITAL MANAGEMENT LLC | $62.5M | 119,700 | 0.08% | 3q | HELD |
| TUDOR INVESTMENT CORP ET AL | $60.7M | 40,599 | 0.08% | new | NEW |
| Atria Investments, Inc | $59.6M | 114,022 | 0.60% | 31q | -0.8%-$498.4K |
| NATIXIS | $59.1M | 37,243 | 0.24% | 6q | +4693.2%+$57.8M |
| Creative Planning | $58.8M | 112,629 | 0.03% | 31q | +2.2%+$1.2M |
| TCP Asset Management, LLC | $58.4M | 111,749 | 6.62% | 15q | +3.8%+$2.1M |
| Heck Capital Advisors, LLC | $57.4M | 109,655 | 3.43% | 39q | +4.2%+$2.3M |
| FMR LLC | $56.4M | 108,031 | 0.00% | 31q | +5.6%+$3.0M |
| CM WEALTH ADVISORS LLC | $55.7M | 106,644 | 10.05% | 17q | -2.1%-$1.2M |
| STEPHENS INC /AR/ | $53.8M | 102,905 | 0.60% | 31q | +8.8%+$4.3M |
| TWO SIGMA INVESTMENTS, LP | $53.7M | 102,705 | 0.04% | 2q | +320.9%+$40.9M |
| Rockefeller Capital Management L.P. | $50.9M | 97,396 | 0.08% | 31q | +4.3%+$2.1M |
| BARCLAYS PLC | $50.1M | 95,892 | 0.01% | 31q | +48.8%+$16.4M |
| CIBC WORLD MARKET INC. | $48.8M | 93,356 | 0.08% | 31q | +61.0%+$18.5M |
| Private Advisor Group, LLC | $47.8M | 91,438 | 0.22% | 31q | -19.6%-$11.6M |
| HighTower Advisors, LLC | $46.1M | 88,316 | 0.04% | 31q | -15.2%-$8.3M |
| Cerity Partners LLC | $45.0M | 86,213 | 0.05% | 31q | -7.4%-$3.6M |
| NewEdge Advisors, LLC | $44.6M | 85,305 | 0.13% | 17q | +45.4%+$13.9M |
| STEEL GROVE CAPITAL ADVISORS, LLC | $44.2M | 84,570 | 4.12% | 26q | HELD |
| Integrated Wealth Concepts LLC | $42.5M | 81,409 | 0.21% | 29q | +65.6%+$16.8M |
| Mariner, LLC | $42.4M | 81,231 | 0.04% | 31q | -4.8%-$2.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $37.0M | 70,676 | 0.02% | 30q | +82.8%+$16.7M |
| Steward Partners Investment Advisory, LLC | $36.2M | 69,336 | 0.18% | 31q | +11.5%+$3.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $34.0M | 66,268 | 0.06% | 14q | HELD |
| INTEGRITY ALLIANCE, LLC. | $33.9M | 64,857 | 1.06% | 7q | +3.2%+$1.1M |
| TORONTO DOMINION BANK | $33.5M | 32,109 | 0.04% | new | NEW |
| CAPITAL FUND MANAGEMENT S.A. | $32.8M | options only | 0.14% | 18q | OPTIONS |
| NORTHERN TRUST CORP | $32.2M | 61,574 | 0.00% | 31q | -1.7%-$571.5K |
| Shulman DeMeo Asset Management LLC | $31.2M | 59,768 | 5.84% | 2q | -0.5%-$160.4K |
| CHARTIST INC /CA/ | $31.1M | 59,471 | 19.39% | 25q | -1.9%-$593.4K |
| Bank of New York Mellon Corp | $30.7M | 58,707 | 0.01% | 31q | -2.5%-$798.7K |
| SUMMIT SECURITIES GROUP LLC | $29.7M | 56,879 | 2.84% | new | NEW |
| SteelPeak Wealth, LLC | $29.1M | 55,198 | 0.75% | 27q | -13.6%-$4.6M |
| GenWealth Group, Inc. | $28.1M | 53,785 | 4.38% | new | NEW |
| MEITAV INVESTMENT HOUSE LTD | $28.1M | 53,725 | 0.19% | 22q | HELD |
| Mine & Arao Wealth Creation & Management, LLC. | $27.2M | 52,051 | 9.86% | 27q | HELD |
| Walleye Trading LLC | $27.1M | options only | 0.03% | 31q | OPTIONS |
| Johnson Bixby & Associates, LLC | $26.8M | 51,356 | 2.99% | 23q | HELD |
| Equitable Holdings, Inc. | $25.7M | 49,260 | 0.15% | 27q | HELD |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $25.4M | 48,431 | 1.04% | 31q | HELD |
| Conservest Capital Advisors, Inc. | $25.4M | 48,553 | 2.02% | 31q | -0.7%-$168.7K |
| J.W. COLE ADVISORS, INC. | $25.2M | 48,257 | 0.43% | 25q | +2.1%+$509.3K |
| Corient Private Wealth LP | $24.5M | 46,998 | 0.02% | 15q | +35.7%+$6.5M |
| MML INVESTORS SERVICES, LLC | $23.7M | 45,376 | 0.05% | 31q | HELD |
| Clarity Wealth Advisors, LLC | $23.7M | 45,279 | 4.17% | 25q | +3.6%+$818.6K |
| AMG National Trust Bank | $23.6M | 45,214 | 0.48% | 31q | HELD |
| Summit Financial, LLC | $23.5M | 44,815 | 0.26% | 13q | HELD |
| Better Way Financial, LLC | $23.4M | 44,732 | 19.77% | new | FIRST |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $22.5M | 43,000 | 0.03% | 2q | HELD |
| Baird Financial Group, Inc. | $22.2M | 42,544 | 0.03% | 31q | +29.3%+$5.0M |
| PINNACLE ASSOCIATES LTD | $22.1M | 42,249 | 0.24% | 31q | -3.0%-$672.8K |
| Kestra Advisory Services, LLC | $21.3M | 40,719 | 0.07% | 24q | -3.3%-$717.2K |
| All Terrain Financial Advisors, LLC | $21.2M | 31,539 | 3.45% | 31q | HELD |
| BLAIR WILLIAM & CO/IL | $21.1M | 40,400 | 0.05% | 31q | -9.3%-$2.2M |
| Twin Tree Management, LP | $20.8M | 10,253 | 0.39% | new | NEW |
| Allworth Financial LP | $20.6M | 39,524 | 0.09% | 31q | -3.0%-$637.3K |
Showing the largest 100 of 1,451 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,397 | $38.4B | 29,182,243 | 143 | 326 | 369 | 60.4% |
| Q1 2026 | 1,321 | $33.4B | 36,338,870 | 92 | 324 | 363 | 49.9% |
| Q4 2025 | 1,339 | $36.1B | 38,694,046 | 99 | 320 | 327 | 48.6% |
| Q3 2025 | 1,239 | $31.0B | 32,055,929 | 79 | 273 | 355 | 52.0% |
| Q2 2025 | 1,226 | $26.3B | 32,155,671 | 102 | 313 | 354 | 46.3% |
| Q1 2025 | 1,206 | $25.2B | 32,753,050 | 75 | 303 | 377 | 45.5% |
| Q4 2024 | 1,232 | $27.1B | 34,160,279 | 91 | 342 | 297 | 47.0% |
| Q3 2024 | 1,118 | $24.8B | 29,962,543 | 90 | 261 | 306 | 49.6% |
| Q2 2024 | 1,071 | $19.9B | 27,089,599 | 74 | 236 | 323 | 47.5% |
| Q1 2024 | 1,087 | $24.8B | 37,140,302 | 90 | 269 | 330 | 40.8% |
| Q4 2023 | 1,068 | $24.4B | 35,873,448 | 106 | 261 | 300 | 45.7% |
| Q3 2023 | 945 | $19.0B | 24,198,109 | 56 | 251 | 285 | 57.4% |
| Q2 2023 | 947 | $20.8B | 27,308,928 | 71 | 236 | 291 | 55.0% |
| Q1 2023 | 903 | $16.6B | 24,621,961 | 61 | 205 | 297 | 51.3% |
| Q4 2022 | 874 | $21.1B | 26,551,035 | 106 | 243 | 198 | 58.4% |
| Q3 2022 | 941 | $21.1B | 31,017,477 | 63 | 237 | 262 | 61.2% |
| Q2 2022 | 961 | $22.1B | 29,215,479 | 61 | 243 | 286 | 61.4% |
| Q1 2022 | 1,004 | $26.8B | 30,662,508 | 91 | 256 | 268 | 60.9% |
| Q4 2021 | 976 | $35.1B | 28,316,823 | 76 | 271 | 223 | 72.0% |
| Q3 2021 | 900 | $26.8B | 28,272,752 | 68 | 253 | 237 | 65.9% |
| Q2 2021 | 899 | $21.2B | 30,362,812 | 79 | 257 | 203 | 50.5% |
| Q1 2021 | 895 | $20.4B | 29,945,108 | 83 | 247 | 246 | 51.5% |
| Q4 2020 | 859 | $18.6B | 26,693,644 | 88 | 227 | 207 | 56.0% |
| Q3 2020 | 765 | $16.1B | 28,542,322 | 60 | 184 | 236 | 50.8% |
| Q2 2020 | 755 | $14.1B | 27,657,788 | 97 | 175 | 254 | 49.4% |
| Q1 2020 | 727 | $12.2B | 23,258,880 | 92 | 192 | 254 | 58.3% |
| Q4 2019 | 762 | $16.0B | 27,849,023 | 61 | 194 | 190 | 50.4% |
| Q3 2019 | 673 | $16.2B | 28,901,220 | 51 | 177 | 190 | 52.0% |
| Q2 2019 | 667 | $15.3B | 27,888,285 | 58 | 179 | 195 | 51.4% |
| Q1 2019 | 668 | $12.4B | 23,861,220 | 65 | 173 | 210 | 50.1% |
| Q4 2018 | 641 | $13.1B | 27,820,594 | 5 | 14 | 9 | 50.7% |