iShares DV Equity Active ETFBDVLETF

13F holders, Q3 2025 (September 30)
70holders +69
70new positions
0sold out
$25.00avg. 13F price*

At the end of Q3 2025, 70 institutions reported holding iShares DV Equity Active ETF (BDVL) in their 13F filings, up 69 from Q2 2025. 70 opened new positions and 0 sold out. The largest holders were Envestnet Asset Management Inc. ($743.2M), LPL Financial LLC ($249.9M) and MML Investors Services, LLC ($159.3M).

Company
iShares DV Equity Active ETF
Filed as
BLACKROCK ETF TRUST (Q3 2025)
CUSIP
09290C715
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q2 2025: 1Q2 2025Q3 2025: 70Q3 2025Q4 2025: 80Q4 2025Q1 2026: 91Q1 2026Q2 2026: 101Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions70$1.6B
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 62,322,612 shares bought, net +62,322,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 70 holders

Envestnet Asset Management Inc. 0.21% New 29,726,003 $743.2M
LPL Financial LLC 0.07% New 9,994,903 $249.9M
MML Investors Services, LLC 0.42% New 6,370,029 $159.3M
JPMorgan Chase & Co. 0.01% New 3,469,735 $86.7M
Cetera Investment Advisers 0.07% New 2,448,908 $61.2M
Northwestern Mutual Wealth Management Co. 0.04% New 2,231,742 $55.8M
Park Avenue Securities LLC 0.39% New 1,991,343 $49.8M
WBH Advisory Inc. 1.49% New 781,039 $19.5M
Envestnet Portfolio Solutions, Inc. 0.06% New 621,756 $15.5M
Sequoia Financial Advisors, LLC 0.08% New 502,719 $12.6M
NorthRock Partners, LLC 0.14% New 316,056 $7.9M
Wells Fargo & Company 0.00% New 315,402 $7.9M
Invst, LLC 0.84% New 296,683 $7.4M
Waverly Advisors, LLC 0.07% New 293,827 $7.3M
Jane Street Group, LLC 0.01% New 288,141 $7.2M
Osaic Holdings, Inc. 0.01% New 273,652 $6.8M
Sanctuary Advisors, LLC 0.04% New 261,474 $6.5M
Beacon Bridge Wealth Partners, LLC 1.62% New 181,791 $4.5M
Commonwealth Equity Services, LLC 0.01% New 176,231 $4.4M
Integrated Wealth Concepts LLC 0.04% New 156,510 $3.9M
Regal Investment Advisors LLC 0.25% New 156,114 $3.9M
Magnus Financial Group LLC 0.26% New 132,044 $3.3M
Silverlake Wealth Management LLC 0.79% New 128,011 $3.2M
Ameriprise Financial Inc. 0.00% New 117,356 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% New 111,793 $2.8M
Wealthgarden F.S. LLC 1.26% New 70,131 $1.8M
RDA Financial Network 0.41% New 66,673 $1.7M
Strategic Blueprint, LLC 0.07% New 66,443 $1.7M
GeoWealth Management, LLC 0.05% New 59,879 $1.5M
Milestone Asset Management Group, LLC 0.76% New 48,614 $1.2M
Claro Advisors Inc. 0.18% New 48,146 $1.2M
WCG Wealth Advisors LLC 0.07% New 46,826 $1.2M
Private Advisor Group, LLC 0.00% New 36,961 $924K
Susquehanna International Group, LLP 0.00% New 35,703 $893K
Transamerica Financial Advisors, LLC 0.07% New 31,518 $788K
Aptus Capital Advisors, LLC 0.01% New 30,319 $758K
MSH Capital Advisors LLC 0.19% New 28,619 $715K
BlackRock, Inc. 0.00% New 28,471 $712K
Orion Porfolio Solutions, LLC 0.01% New 27,540 $689K
Legacy Edge Advisors, LLC 0.08% New 26,889 $672K
B. Riley Wealth Advisors, Inc. 0.03% New 23,664 $592K
Smartleaf Asset Management LLC 0.04% New 23,477 $585K
OneAscent Family Office, LLC 0.45% New 22,172 $554K
Merit Financial Group, LLC 0.01% New 21,666 $542K
Resurgent Financial Advisors LLC 0.26% New 21,323 $533K
Sunbelt Securities, Inc. 0.04% New 21,088 $527K
Wealthspire Advisors, LLC 0.00% New 20,634 $516K
Financial Sense Advisors, Inc. 0.10% New 20,077 $502K
Advisory Services Network, LLC 0.01% New 20,015 $500K
Two West Capital Advisors LLC 0.28% New 18,766 $471K
Richmond Investment Services, LLC 0.08% New 16,298 $407K
LongView Wealth Management 0.10% New 14,421 $361K
Ausdal Financial Partners, Inc. 0.01% New 12,056 $301K
Valmark Advisers, Inc. 0.00% New 9,286 $232K
Kestra Advisory Services, LLC 0.00% New 8,959 $224K
Fiduciary Family Office, LLC 0.06% New 8,805 $220K
FMR LLC 0.00% New 6,655 $166K
UBS Group AG 0.00% New 6,233 $156K
Global Retirement Partners, LLC 0.00% New 5,178 $129K
Park Place Capital Corp 0.02% New 4,524 $113K
LGT Financial Advisors LLC 0.23% New 4,268 $107K
Legacy Wealth Managment, LLC 0.05% New 4,111 $103K
Principal Securities, Inc. 0.00% New 3,336 $83K
Assetmark, Inc. 0.00% New 2,706 $68K
PNC Financial Services Group, Inc. 0.00% New 2,622 $66K
Cornerstone Planning Group LLC 0.01% New 1,854 $46K
Ameriflex Group, Inc. 0.01% New 1,032 $26K
Jones Financial Companies LLLP 0.00% New 679 $17K
Founders Financial Alliance, LLC 0.00% New 654 $16K
AE Wealth Management LLC 0.00% New 59 $1K

"% of holder's portfolio" is BDVL's weight in each manager's 13F, not the share of iShares DV Equity Active ETF the manager owns.