BlackRock Enhanced Eqty DVDBDJ

13F holders, Q3 2025 (September 30)
203holders −4
16new positions
20sold out
1famous investor
$9.10avg. 13F price*

At the end of Q3 2025, 203 institutions reported holding BlackRock Enhanced Eqty DVD (BDJ) in their 13F filings, down 4 from Q2 2025. 16 opened new positions and 20 sold out. The largest holders were Raymond James Financial Inc. ($36.8M), Morgan Stanley ($31.8M) and Wells Fargo & Company ($24.5M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
BlackRock Enhanced Eqty DVD
CUSIP
09251A104
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 206Q1 2024Q2 2024: 213Q2 2024Q3 2024: 210Q3 2024Q4 2024: 215Q4 2024Q1 2025: 209Q1 2025Q2 2025: 207Q2 2025Q3 2025: 203Q3 2025Q4 2025: 204Q4 2025Q1 2026: 217Q1 2026Q2 2026: 217Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions16$2.7M
Exits20$8.9M

All 13F filers, Q2 2025 → Q3 2025: 1,969,101 shares bought and 1,911,849 shares sold, net +57,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 203 holders

Raymond James Financial Inc. 0.01% Add +1.6% 4,044,382 $36.8M
Morgan Stanley 0.00% Add +2.0% 3,486,340 $31.8M
Wells Fargo & Company 0.01% Add +5.6% 2,692,439 $24.5M
Invesco Ltd. 0.00% Add +3.1% 2,384,703 $21.7M
Guggenheim Capital LLC 0.14% Reduce -1.4% 2,063,018 $18.8M
LPL Financial LLC 0.00% Add +10.8% 1,811,236 $16.5M
Stifel Financial Corp. 0.01% Add +0.7% 1,111,928 $10.1M
Waterfront Wealth Inc. 1.68% Add +32.6% 915,733 $8.2M
Royal Bank of Canada 0.00% Reduce -0.4% 835,132 $7.6M
Advisors Asset Management, Inc. 0.11% Reduce -29.9% 732,964 $6.7M
Janney Montgomery Scott LLC 0.01% Add +81.7% 641,069 $5.8M
UBS Group AG 0.00% Reduce -4.5% 637,268 $5.8M
Commonwealth Equity Services, LLC 0.01% Add +1.7% 612,985 $5.6M
Bank of America Corp. 0.00% Reduce -6.8% 589,919 $5.4M
Boothe Investment Group, Inc. 1.66% Add +3.3% 496,668 $4.5M
Cerity Partners LLC 0.01% Add +12.5% 437,249 $3.9M
Osaic Holdings, Inc. 0.01% Add +4.8% 421,010 $3.8M
NorthCoast Asset Management LLC 0.01% Reduce -12.8% 381,684 $3.5M
Shaker Financial Services, LLC 1.15% Reduce -41.3% 368,492 $3.4M
Hennion & Walsh Asset Management, Inc. 0.11% Add +3.8% 328,646 $3.0M
Ameriprise Financial Inc. 0.00% Add +1.5% 297,983 $2.7M
Steward Partners Investment Advisory, LLC 0.01% Add +0.6% 276,371 $2.5M
Baird Financial Group, Inc. 0.00% Add +0.8% 267,077 $2.4M
Cetera Investment Advisers 0.00% Add +12.6% 227,808 $2.1M
Allspring Global Investments Holdings, LLC 0.00% Add +8.2% 176,446 $1.6M
Two Sigma Investments, LP 0.00% Add +105.5% 156,249 $1.4M
Prevail Innovative Wealth Advisors, LLC 0.26% Reduce -7.8% 148,654 $1.4M
Envestnet Asset Management Inc. 0.00% Add +235.7% 137,575 $1.3M
Shulman DeMeo Asset Management LLC 0.28% Reduce -1.1% 135,557 $1.2M
IHT Wealth Management, LLC 0.03% Reduce -0.8% 126,609 $1.2M
PMG Family Office LLC 1.27% — 124,563 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.3% 120,142 $1.1M
Kingswood Wealth Advisors, LLC 0.07% Add +1.1% 119,062 $1.1M
Centurion Wealth Management LLC 0.24% Add +0.1% 113,704 $1.0M
Waverly Advisors, LLC 0.01% Reduce -1.4% 109,280 $996K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.5% 107,102 $984K
Mercer Global Advisors Inc. 0.00% Add +167.8% 104,517 $952K
&partners 0.01% Add +10.8% 99,890 $910K
WealthTrust Axiom LLC 0.24% Add +1.3% 98,484 $897K
Rockefeller Capital Management L.P. 0.00% Add +3.1% 97,455 $888K
David J Yvars Group 0.46% Add +0.9% 94,417 $858K
NewEdge Advisors, LLC 0.00% Add +91.8% 85,708 $781K
Calamos Advisors LLC 0.00% Add +84.8% 84,515 $770K
Sanctuary Advisors, LLC 0.00% Reduce -1.1% 84,482 $770K
Sheets Smith Investment Management 0.47% New 79,426 $724K
PVG Asset Management Corp. 2.66% New 79,426 $724K
Pension & Wealth Management Advisors, Inc. 0.22% Reduce -0.2% 77,679 $708K
Ashton Thomas Securities, LLC 0.09% No change 74,426 $678K
OMC Financial Services LTD 0.23% No change 66,980 $610K
Farther Finance Advisors, LLC 0.01% Add +2.6% 64,801 $590K
Stolper Co 0.18% Add +0.1% 63,734 $581K
Mariner, LLC 0.00% Add +96.3% 59,523 $542K
Concorde Asset Management, LLC 0.22% — 57,905 $528K
Palogic Value Management, L.P. 0.22% No change 57,000 $519K
MGB Wealth Management, LLC 0.15% Add +12.9% 56,869 $518K
Kestra Advisory Services, LLC 0.00% Reduce -13.7% 56,041 $511K
WCG Wealth Advisors LLC 0.03% Reduce -0.9% 55,089 $502K
StoneX Group Inc. 0.02% Reduce -5.8% 55,085 $502K
Park Avenue Securities LLC 0.00% Add +6.0% 54,859 $500K
Wealthspire Advisors, LLC 0.00% Add +6.7% 52,057 $474K
Stratos Wealth Partners, LTD. 0.01% Reduce -18.2% 50,096 $456K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +1.5% 50,042 $456K
Avantax Planning Partners, Inc. 0.01% No change 49,635 $452K
Truist Financial Corp. 0.00% Reduce -15.0% 49,229 $448K
Private Advisor Group, LLC 0.00% Add +4.0% 48,358 $441K
Summit Financial, LLC 0.01% Add +35.2% 48,281 $440K
Investment Partners Asset Management, Inc. 0.29% Add +3.9% 47,879 $436K
Claro Advisors Inc. 0.06% Reduce -3.6% 47,228 $430K
Thrivent Financial for Lutherans 0.00% Reduce -3.4% 46,762 $426K
D.A. Davidson & Co. 0.00% Add +11.7% 45,696 $416K
Allworth Financial LP 0.00% Add +0.7% 45,607 $415K
Cove Private Wealth, LLC 0.13% No change 45,237 $412K
Regions Financial Corp. 0.00% Reduce -9.0% 45,000 $410K
Brick & Kyle, Associates 0.15% Add +0.3% 44,289 $403K
NWF Advisory Services Inc. 0.04% Add +2.8% 44,084 $402K
Mezzasalma Advisors, LLC 0.10% Add +1.7% 43,875 $400K
Saxony Capital Management, LLC 0.26% Reduce -1.6% 42,853 $390K
Saxon Interests, Inc. 0.15% Add +2.1% 41,094 $372K
Shufro Rose & Co. LLC 0.03% No change 41,862 $360K
International Assets Investment Management, LLC 0.03% No change 39,766 $355K
Venture Visionary Partners LLC 0.01% No change 36,830 $336K
Brown Advisory Inc. 0.00% Add +8.3% 36,566 $333K
HighTower Advisors, LLC 0.00% Add +0.1% 35,946 $327K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.1% 35,092 $320K
Advisory Services Network, LLC 0.00% Reduce -0.2% 34,035 $310K
Comerica Bank 0.00% Add +2.6% 33,474 $305K
DAVENPORT & Co LLC 0.00% Reduce -3.3% 33,008 $301K
K2 Principal Fund, L.P. 0.11% No change 32,984 $300K
Lanark Financial, Inc. 0.02% Reduce -6.5% 32,270 $294K
Ameritas Advisory Services, LLC 0.02% Add +41.7% 29,639 $270K
Oder Investment Management, LLC 0.19% Add +0.5% 29,266 $267K
Corrado Advisors, LLC 0.14% No change 28,305 $258K
Benjamin Edwards Inc. 0.00% Add +36.6% 27,990 $255K
Integrated Wealth Concepts LLC 0.00% Add +1.5% 27,978 $255K
Peak Planning Group, LLC 0.13% Reduce -6.8% 27,808 $253K
Kapstone Financial Advisors LLC 0.12% Add +8.8% 27,161 $247K
Captrust Financial Advisors 0.00% Reduce -25.2% 26,773 $244K
Wealthspan Partners, LLC 0.09% Add +1.1% 26,446 $241K
Wedbush Securities Inc. 0.01% Add +45.9% 26,008 $237K
XML Financial, LLC 0.02% Add +40.6% 25,129 $229K
CFO4Life Group, LLC 0.03% Add +2.1% 25,125 $229K
Roble, Belko & Company, Inc 0.03% Reduce -9.2% 24,762 $226K
Vista Investment Partners Ii, LLC 0.10% No change 23,756 $216K
ELCO Management Co., LLC 0.11% Reduce -14.5% 23,663 $216K
Western Financial Corp 0.09% Add +2.1% 23,439 $214K
Widmann Financial Services, Inc. 0.13% Add +0.0% 22,773 $207K
Northern Trust Corp. 0.00% Add +2.1% 22,561 $206K
SeaCrest Wealth Management, LLC 0.02% Add +1.3% 22,192 $204K
Plancorp, LLC 0.01% No change 22,000 $200K
Millennium Management 0.00% New 22,000 $200K
Principal Securities, Inc. 0.00% Reduce -2.0% 21,910 $200K
Kaydan Wealth Management, Inc. 0.06% No change 21,513 $196K
Cordgrass Capital Advisors, LLC 0.05% No change 21,139 $193K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 20,853 $190K
Masso Torrence Wealth Management Inc. 0.08% No change 20,413 $186K
Kestra Private Wealth Services, LLC 0.00% Add +8.4% 19,846 $181K
Wharton Business Group, LLC 0.01% No change 19,004 $173K
Nations Financial Group Inc, /Ia/ 0.01% No change 18,946 $173K
Wealthcare Advisory Partners LLC 0.00% Add +1.4% 18,874 $172K
Becker Capital Management Inc. 0.01% No change 18,811 $171K
Axxcess Wealth Management, LLC 0.00% Reduce -53.6% 18,068 $165K
Wealth Management Associates, Inc. 0.06% No change 17,973 $164K
PNC Financial Services Group, Inc. 0.00% Reduce -2.5% 17,691 $161K
Dakota Wealth Management 0.00% Reduce -44.6% 17,616 $160K
Comprehensive Money Management Services LLC 0.11% Reduce -8.7% 17,045 $155K
Moors & Cabot, Inc. 0.01% No change 17,000 $155K
Prairie Wealth Advisors, Inc. 0.06% Add +3.8% 16,925 $154K
Endeavor Private Wealth, Inc. 0.05% Add +34.2% 16,389 $149K
MML Investors Services, LLC 0.00% Add +55.0% 16,308 $149K
Heritage Wealth Management, Inc. 0.04% No change 16,250 $148K
Creekmur Asset Management LLC 0.02% Add +28.8% 16,100 $147K
Stephens Inc. 0.00% No change 16,076 $146K
Cresset Asset Management, LLC 0.00% No change 15,978 $146K
Founders Financial Alliance, LLC 0.03% New 15,903 $145K
Corient Private Wealth LP 0.00% New 15,490 $141K
Gill Capital Partners, LLC 0.04% No change 15,383 $140K
Eagle Wealth Strategies LLC 0.07% No change 15,090 $137K
Icon Wealth Advisors, LLC 0.01% Add +2.0% 14,819 $135K
CIBC Private Wealth Group LLC 0.00% Reduce -0.9% 14,803 $135K
Iowa State Bank 0.03% Reduce -13.3% 14,696 $134K
Jane Street Group, LLC 0.00% New 14,178 $129K
Heritage Wealth Management, Inc./Texas 0.06% New 14,005 $128K
BlackRock, Inc. 0.00% No change 14,000 $128K
Commerce Bank 0.00% No change 13,846 $126K
Sterling Financial Planning, Inc. 0.04% No change 13,831 $126K
Level Four Advisory Services, LLC 0.00% Add +0.7% 13,628 $124K
Allen Mooney & Barnes Investment Advisors LLC 0.02% Add +0.5% 13,490 $123K
Pallas Capital Advisors LLC 0.00% No change 13,458 $123K
Ashton Thomas Private Wealth, LLC 0.00% Add +2.1% 13,372 $122K
Transcend Capital Advisors, LLC 0.01% Add +14.8% 13,170 $120K
Choreo, LLC 0.00% No change 13,044 $119K
Mosaic Family Wealth Partners, LLC 0.01% No change 12,236 $111K
First Heartland Consultants, Inc. 0.01% Add +1.7% 12,089 $110K
Smith, Moore & Co. 0.01% New 12,081 $110K
Silverlake Wealth Management LLC 0.03% Add +0.6% 11,999 $109K
Concurrent Investment Advisors, LLC 0.00% Add +0.3% 11,804 $108K
Perigon Wealth Management, LLC 0.00% No change 11,767 $107K
Atria Investments, Inc 0.00% New 11,701 $107K
Daymark Wealth Partners, LLC 0.00% No change 11,600 $106K
Yukon Wealth Management, Inc. 0.03% New 11,092 $101K
Keybank National Association 0.00% No change 11,000 $100K
World Investment Advisors 0.00% New 10,861 $99K
Live Oak Private Wealth LLC 0.01% No change 10,525 $96K
Spirepoint Private Client, LLC 0.01% Reduce -5.2% 10,369 $94K
Dana Investment Advisors, Inc. 0.00% No change 10,330 $94K
Diversify Advisory Services, LLC 0.00% No change 10,301 $94K
Mgo One Seven LLC 0.00% Reduce -69.1% 10,131 $92K
Sunbelt Securities, Inc. 0.01% Reduce -60.5% 8,740 $80K
Cwm, LLC 0.00% No change 7,433 $68K
Cullen/Frost Bankers, Inc. 0.00% No change 7,415 $68K
North Star Investment Management Corp. 0.00% No change 7,266 $66K
Ameriflex Group, Inc. 0.02% New 6,220 $57K
MAI Capital Management 0.00% Reduce -14.5% 5,983 $55K
Larson Financial Group LLC 0.00% New 5,243 $48K
Chung Wu Investment Group, LLC 0.03% No change 3,607 $33K
Atlantic Union Bankshares Corp 0.00% New 3,500 $32K
Pinnacle Bancorp, Inc. 0.01% No change 3,400 $31K
GPS Wealth Strategies Group, LLC 0.00% No change 3,200 $29K
United Financial Planning Group LLC 0.02% — 2,847 $26K
Capital Advisors, Ltd. LLC 0.00% Add +2.1% 2,327 $21K
Smartleaf Asset Management LLC 0.00% No change 2,200 $20K
Pacifica Partners Inc. 0.01% Add +228.2% 1,969 $18K
Fortitude Family Office, LLC 0.00% Reduce -76.1% 1,819 $17K
Sound Income Strategies, LLC 0.00% No change 1,629 $15K
Costello Asset Management, INC 0.00% Add +2.0% 1,551 $14K
AdvisorNet Financial, Inc 0.00% No change 1,466 $13K
Armstrong Advisory Group, Inc. 0.00% Add +2.1% 1,233 $11K
JPMorgan Chase & Co. 0.00% Reduce -1.5% 1,223 $11K
Blue Bell Private Wealth Management, LLC 0.00% No change 1,200 $11K
Optimum Investment Advisors 0.00% No change 1,198 $11K
Hollencrest Capital Management 0.00% No change 1,013 $9K
IFP Advisors, Inc 0.00% No change 906 $8K
Thomas J. Herzfeld Advisors, Inc. 0.00% Add +2.1% 678 $6K
Geneos Wealth Management Inc. 0.00% New 500 $5K
Montag A & Associates Inc. 0.00% No change 466 $4K
Plante Moran Financial Advisors, LLC 0.00% Reduce -13.0% 301 $3K
Harbour Investments, Inc. 0.00% Reduce -93.0% 210 $2K
Arax Advisory Partners 0.00% No change 183 $2K
Jones Financial Companies LLLP 0.00% New 65 $584
Assetmark, Inc. 0.00% No change 46 $419
Tower Research Capital LLC (TRC) 0.00% Add +33.3% 28 $255
Fourth Dimension Wealth, LLC 0.00% No change 18 $164
Brown Brothers Harriman & Co. 0.00% Reduce -99.9% 5 $46

"% of holder's portfolio" is BDJ's weight in each manager's 13F, not the share of BlackRock Enhanced Eqty DVD the manager owns.