iShares DV Equity Active ETFBDVLETF

13F holders, Q4 2025 (December 31)
80holders +10
11new positions
7sold out
$24.81avg. 13F price*

At the end of Q4 2025, 80 institutions reported holding iShares DV Equity Active ETF (BDVL) in their 13F filings, up 10 from Q3 2025. 11 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($805.2M), LPL Financial LLC ($286.8M) and MML Investors Services, LLC ($180.4M).

Company
iShares DV Equity Active ETF
Filed as
BLACKROCK ETF TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$7.9M
Exits7$1.4M

All 13F filers, Q3 2025 → Q4 2025: 8,037,641 shares bought and 678,854 shares sold, net +7,358,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 80 holders

Envestnet Asset Management Inc. 0.24% Add +9.2% 32,461,098 $805.2M
LPL Financial LLC 0.08% Add +15.7% 11,561,985 $286.8M
MML Investors Services, LLC 0.44% Add +14.2% 7,273,424 $180.4M
JPMorgan Chase & Co. 0.01% Add +0.8% 3,496,333 $86.7M
Cetera Investment Advisers 0.07% Add +9.4% 2,678,177 $66.4M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -1.0% 2,210,251 $54.8M
Park Avenue Securities LLC 0.45% Add +6.6% 2,122,293 $52.6M
Wells Fargo & Company 0.01% Add +474.7% 1,812,511 $45.0M
WBH Advisory Inc. 1.45% Add +1.4% 791,606 $19.6M
Envestnet Portfolio Solutions, Inc. 0.07% Add +21.0% 752,557 $18.7M
Sequoia Financial Advisors, LLC 0.07% Add +3.5% 520,187 $12.9M
NorthRock Partners, LLC 0.18% Add +35.0% 426,717 $10.6M
Waverly Advisors, LLC 0.07% Add +10.2% 323,822 $8.0M
Invst, LLC 0.87% Add +8.2% 321,064 $8.0M
Sanctuary Advisors, LLC 0.04% Add +17.6% 307,420 $7.6M
Beacon Bridge Wealth Partners, LLC 1.79% Add +19.2% 216,744 $5.4M
Osaic Holdings, Inc. 0.01% Reduce -21.5% 214,766 $5.3M
Commonwealth Equity Services, LLC 0.01% Add +6.0% 186,842 $4.6M
Regal Investment Advisors LLC 0.24% Add +4.2% 162,642 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +29.1% 144,314 $3.6M
Magnus Financial Group LLC 0.26% Add +2.1% 134,769 $3.3M
Silverlake Wealth Management LLC 0.75% Add +5.0% 134,463 $3.3M
Orion Porfolio Solutions, LLC 0.02% Add +214.2% 86,536 $2.1M
Wealthgarden F.S. LLC 1.26% Add +7.8% 75,639 $1.9M
RDA Financial Network 0.46% Add +15.2% 76,821 $1.9M
Strategic Blueprint, LLC 0.10% Add +6.5% 70,752 $1.8M
GTS Securities LLC 0.06% New 68,685 $1.7M
Archer Investment Management, LLC 0.79% New 58,959 $1.5M
GeoWealth Management, LLC 0.05% Reduce -5.1% 56,807 $1.4M
Transamerica Financial Advisors, LLC 0.11% Add +67.7% 52,865 $1.3M
Milestone Asset Management Group, LLC 0.69% Add +1.3% 49,240 $1.2M
Two West Capital Advisors LLC 0.66% Add +143.9% 45,769 $1.1M
WCG Wealth Advisors LLC 0.03% Reduce -7.7% 43,203 $1.1M
Claro Advisors Inc. 0.15% Reduce -10.3% 43,194 $1.1M
Modern Wealth Management, LLC 0.02% New 42,914 $1.1M
OneAscent Financial Services LLC 0.10% New 42,576 $1.1M
Focus Partners Advisor Solutions, LLC 0.01% New 35,955 $892K
Jane Street Group, LLC 0.00% Reduce -87.6% 35,764 $887K
LongView Wealth Management 0.21% Add +136.9% 34,162 $858K
Aptus Capital Advisors, LLC 0.01% Add +2.2% 30,977 $768K
MSH Capital Advisors LLC 0.16% Add +6.2% 30,399 $754K
B. Riley Wealth Advisors, Inc. 0.03% Add +19.8% 28,340 $703K
BlackRock, Inc. 0.00% Reduce -1.8% 27,967 $694K
Legacy Edge Advisors, LLC 0.07% Add +0.6% 27,057 $671K
Elevated Financial Group LLC 0.22% — 26,031 $646K
Fortis Advisors, LLC 0.35% New 25,840 $641K
Ameriprise Financial Inc. 0.00% Reduce -79.5% 24,073 $597K
OneAscent Family Office, LLC 0.38% Add +2.8% 22,792 $565K
Richmond Investment Services, LLC 0.10% Add +37.3% 22,381 $555K
Merit Financial Group, LLC 0.00% Add +3.1% 22,328 $554K
Sunbelt Securities, Inc. 0.04% Add +5.2% 22,184 $550K
Resurgent Financial Advisors LLC 0.27% Add +2.5% 21,856 $542K
Wealthspire Advisors, LLC 0.00% No change 20,634 $512K
Financial Sense Advisors, Inc. 0.10% Reduce -1.7% 19,736 $490K
Advisory Services Network, LLC 0.01% Reduce -3.0% 19,408 $481K
Vantus Wealth LLC 0.35% — 18,890 $469K
Advyzon Investment Management, LLC 0.05% New 18,890 $469K
Private Advisor Group, LLC 0.00% Reduce -48.9% 18,871 $468K
Cadia Private Client LLC 0.34% — 17,320 $430K
Integrated Wealth Concepts LLC 0.00% Reduce -89.8% 16,008 $397K
Ausdal Financial Partners, Inc. 0.01% Add +8.2% 13,041 $323K
Equitable Holdings, Inc. 0.00% New 11,200 $278K
Aegis Wealth Management, Inc. 0.19% — 9,533 $236K
Private Trust Co. NA 0.02% New 9,266 $230K
Elevation Wealth Management LLC 0.22% — 9,231 $229K
Valmark Advisers, Inc. 0.00% Reduce -3.9% 8,928 $221K
Fiduciary Family Office, LLC 0.06% Reduce -0.7% 8,740 $217K
Kestra Advisory Services, LLC 0.00% Reduce -14.3% 7,679 $190K
FMR LLC 0.00% Reduce -13.2% 5,776 $143K
Smartleaf Asset Management LLC 0.01% Reduce -75.5% 5,750 $143K
PNC Financial Services Group, Inc. 0.00% Add +99.1% 5,220 $129K
Park Place Capital Corp 0.02% Add +1.1% 4,572 $113K
Signature Equity Partners, LLC 0.05% — 3,313 $82K
Assetmark, Inc. 0.00% Reduce -12.0% 2,382 $59K
Bank of Montreal 0.00% New 2,005 $51K
Cornerstone Planning Group LLC 0.01% No change 1,854 $47K
Cwm, LLC 0.00% New 659 $16K
Ameriflex Group, Inc. 0.01% Reduce -48.6% 530 $13K
Global Retirement Partners, LLC 0.00% Reduce -96.7% 171 $4K
AE Wealth Management LLC 0.00% No change 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.