iShares DV Equity Active ETFBDVLETF

13F holders, Q1 2026 (March 31)
91holders +11
16new positions
5sold out
$24.63avg. 13F price*

At the end of Q1 2026, 91 institutions reported holding iShares DV Equity Active ETF (BDVL) in their 13F filings, up 11 from Q4 2025. 16 opened new positions and 5 sold out. The largest holders were Envestnet Asset Management Inc. ($802.2M), LPL Financial LLC ($301.6M) and MML Investors Services, LLC ($145.5M).

Company
iShares DV Equity Active ETF
Filed as
BLACKROCK ETF TRUST (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions16$14.3M
Exits5$4.5M

All 13F filers, Q4 2025 → Q1 2026: 3,410,952 shares bought and 2,295,686 shares sold, net +1,115,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 91 holders

Envestnet Asset Management Inc. 0.21% Add +0.3% 32,545,266 $802.2M
LPL Financial LLC 0.08% Add +5.8% 12,233,750 $301.6M
MML Investors Services, LLC 0.40% Reduce -18.9% 5,901,423 $145.5M
Wells Fargo & Company 0.02% Add +93.2% 3,502,211 $86.3M
JPMorgan Chase & Co. 0.01% Reduce -0.5% 3,477,354 $84.0M
Cetera Investment Advisers 0.07% Add +0.6% 2,695,311 $66.4M
Park Avenue Securities LLC 0.42% Add +2.8% 2,180,866 $53.8M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -9.6% 1,998,218 $49.3M
Envestnet Portfolio Solutions, Inc. 0.11% Add +4.3% 785,241 $19.4M
WBH Advisory Inc. 1.44% Reduce -2.1% 774,685 $19.3M
Sequoia Financial Advisors, LLC 0.07% Reduce -1.6% 512,044 $12.6M
NorthRock Partners, LLC 0.16% Reduce -4.1% 409,187 $10.1M
Sanctuary Advisors, LLC 0.05% Add +19.5% 367,298 $9.1M
Waverly Advisors, LLC 0.06% Add +7.9% 349,455 $8.6M
World Investment Advisors 0.13% New 330,319 $8.1M
Invst, LLC 0.87% Reduce -3.0% 311,556 $7.7M
Beacon Bridge Wealth Partners, LLC 1.75% Reduce -2.1% 212,183 $5.2M
Integrated Wealth Concepts LLC 0.03% Add +916.7% 162,756 $4.0M
Regal Investment Advisors LLC 0.23% Reduce -1.6% 160,011 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -10.2% 129,657 $3.2M
Silverlake Wealth Management LLC 0.64% Reduce -7.9% 123,849 $3.1M
Osaic Holdings, Inc. 0.00% Reduce -50.5% 106,371 $2.6M
Rockefeller Capital Management L.P. 0.00% New 82,295 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -5.5% 81,817 $2.0M
RDA Financial Network 0.47% Reduce -0.2% 76,663 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -60.4% 74,050 $1.8M
Wealthgarden F.S. LLC 1.18% Reduce -7.0% 70,304 $1.7M
Strategic Blueprint, LLC 0.10% Reduce -3.0% 68,639 $1.7M
Transamerica Financial Advisors, LLC 0.13% Add +14.7% 60,647 $1.5M
Susquehanna International Group, LLP 0.00% New 55,781 $1.4M
GeoWealth Management, LLC 0.05% Reduce -2.4% 55,439 $1.4M
Claro Advisors Inc. 0.15% Add +19.9% 51,783 $1.3M
Milestone Asset Management Group, LLC 0.71% No change 49,240 $1.2M
Two West Capital Advisors LLC 0.60% Reduce -2.6% 44,583 $1.1M
GTS Securities LLC 0.04% Reduce -34.6% 44,937 $1.1M
LongView Wealth Management 0.28% Add +24.4% 42,497 $1.1M
OneAscent Financial Services LLC 0.06% No change 42,576 $1.0M
B. Riley Wealth Advisors, Inc. 0.05% Add +19.0% 33,717 $814K
Cpwa, LLC 0.93% — 29,746 $775K
WCG Wealth Advisors LLC 0.02% Reduce -28.7% 30,800 $759K
Frisch Financial Group, Inc. 0.15% New 29,970 $739K
Aptus Capital Advisors, LLC 0.01% Reduce -4.2% 29,683 $732K
BlackRock, Inc. 0.00% Reduce -1.1% 27,664 $682K
Fortis Advisors, LLC 0.34% Add +5.7% 27,318 $673K
Legacy Edge Advisors, LLC 0.07% Reduce -3.1% 26,216 $646K
MSH Capital Advisors LLC 0.14% Reduce -14.1% 26,104 $643K
Magnus Financial Group LLC 0.05% Reduce -81.2% 25,317 $624K
Elevated Financial Group LLC 0.19% Reduce -10.4% 23,329 $575K
Advisory Services Network, LLC 0.01% Add +19.8% 23,250 $573K
Richmond Investment Services, LLC 0.09% Add +1.3% 22,671 $559K
Advyzon Investment Management, LLC 0.05% Add +15.5% 21,820 $538K
Private Advisor Group, LLC 0.00% Add +15.6% 21,810 $538K
OneAscent Family Office, LLC 0.37% Reduce -5.2% 21,611 $533K
Wealthspire Advisors, LLC 0.00% No change 20,634 $509K
Merit Financial Group, LLC 0.00% Reduce -8.4% 20,445 $504K
Resurgent Financial Advisors LLC 0.18% Reduce -8.7% 19,952 $492K
Financial Sense Advisors, Inc. 0.09% Reduce -16.0% 16,572 $409K
Sunbelt Securities, Inc. 0.02% Reduce -30.3% 15,467 $381K
Vertex Planning Partners, LLC 0.07% New 15,085 $372K
Prospera Financial Services Inc 0.01% New 14,289 $352K
Ausdal Financial Partners, Inc. 0.01% Add +3.7% 13,526 $333K
Resolute Wealth Advisor, Inc. 0.19% — 13,394 $330K
Cadia Private Client LLC 0.24% Reduce -30.5% 12,034 $297K
Windsor Advisory Group, LLC 0.24% New 11,885 $293K
Advisors Capital Management, LLC 0.00% New 11,828 $292K
Freedom Investment Management, Inc. 0.09% New 11,772 $290K
Aegis Wealth Management, Inc. 0.23% Add +23.4% 11,764 $290K
Ameriprise Financial Inc. 0.00% Reduce -51.7% 11,617 $286K
Creative Financial Designs Inc. 0.02% New 10,582 $261K
Equitable Holdings, Inc. 0.00% Reduce -10.5% 10,020 $247K
Private Trust Co. NA 0.02% Reduce -2.6% 9,026 $222K
Valmark Advisers, Inc. 0.00% Add +0.2% 8,946 $221K
Elevation Wealth Management LLC 0.20% Reduce -6.1% 8,671 $214K
Fiduciary Family Office, LLC 0.06% Reduce -1.2% 8,638 $213K
PNC Financial Services Group, Inc. 0.00% Add +32.4% 6,912 $170K
FMR LLC 0.00% Reduce -1.3% 5,703 $141K
Smartleaf Asset Management LLC 0.00% Reduce -11.3% 5,101 $123K
Park Place Capital Corp 0.02% Reduce -2.3% 4,466 $110K
Royal Bank of Canada 0.00% New 3,351 $83K
Signature Equity Partners, LLC 0.04% Reduce -7.0% 3,081 $76K
Assetmark, Inc. 0.00% Add +17.2% 2,792 $69K
Bank of Montreal 0.00% No change 2,005 $49K
Cornerstone Planning Group LLC 0.01% No change 1,854 $48K
Cwm, LLC 0.00% No change 659 $16K
BNP Paribas Financial Markets 0.00% New 607 $15K
Ameriflex Group, Inc. 0.01% No change 530 $13K
UBS Group AG 0.00% New 239 $6K
Twin Peaks Wealth Advisors, LLC 0.00% New 217 $5K
AE Wealth Management LLC 0.00% No change 59 $1K
Harbour Investments, Inc. 0.00% New 50 $1K
Russell Investments Group, Ltd. 0.00% New 1 $25

"% 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.