iShares DV Equity Active ETFBDVLETF

13F holders, Q2 2026 (June 30)
101holders +10
16new positions
7sold out
1famous investor
$25.97avg. 13F price*

At the end of Q2 2026, 101 institutions reported holding iShares DV Equity Active ETF (BDVL) in their 13F filings, up 10 from Q1 2026. 16 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($892.9M), LPL Financial LLC ($357.8M) and MML Investors Services, LLC ($192.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares DV Equity Active ETF
Filed as
BLACKROCK ETF TRUST (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions16$8.9M
Exits7$3.4M

All 13F filers, Q1 2026 → Q2 2026: 8,164,527 shares bought and 399,616 shares sold, net +7,764,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 101 holders

Envestnet Asset Management Inc. 0.21% Add +5.6% 34,369,707 $892.9M
LPL Financial LLC 0.08% Add +12.6% 13,770,668 $357.8M
MML Investors Services, LLC 0.39% Add +25.4% 7,403,309 $192.3M
Wells Fargo & Company 0.02% Add +50.8% 5,281,647 $137.2M
JPMorgan Chase & Co. 0.01% Reduce -0.5% 3,461,669 $89.5M
Cetera Investment Advisers 0.07% Add +9.7% 2,955,468 $76.8M
Park Avenue Securities LLC 0.37% Add +5.8% 2,306,714 $59.9M
Northwestern Mutual Wealth Management Co. 0.03% Add +3.0% 2,058,489 $53.5M
Envestnet Portfolio Solutions, Inc. 0.11% Add +8.6% 852,768 $22.2M
WBH Advisory Inc. 1.40% Add +3.6% 802,839 $20.9M
Sequoia Financial Advisors, LLC 0.06% Reduce -3.0% 496,841 $12.9M
Susquehanna International Group, LLP 0.01% Add +759.8% 479,625 $12.5M
Waverly Advisors, LLC 0.06% Add +11.3% 388,782 $10.1M
NorthRock Partners, LLC 0.14% Reduce -7.6% 378,158 $9.8M
Sanctuary Advisors, LLC 0.04% Reduce -0.5% 365,322 $9.5M
World Investment Advisors 0.15% Add +4.6% 345,448 $9.0M
Invst, LLC 0.86% Add +8.9% 339,287 $8.8M
Beacon Bridge Wealth Partners, LLC 1.54% Reduce -2.0% 207,920 $5.4M
Regal Investment Advisors LLC 0.23% Add +4.9% 167,905 $4.4M
Integrated Wealth Concepts LLC 0.03% Add +1.9% 165,768 $4.3M
Legacy Wealth Managment, LLC 1.51% New 140,966 $3.7M
Silverlake Wealth Management LLC 0.61% Reduce -0.6% 123,131 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -24.5% 97,883 $2.5M
Citadel Advisors 0.00% New 83,456 $2.2M
Osaic Holdings, Inc. 0.00% Reduce -22.8% 82,117 $2.1M
RDA Financial Network 0.45% Add +4.3% 79,923 $2.1M
Orion Porfolio Solutions, LLC 0.02% Reduce -6.2% 76,772 $2.0M
Transamerica Financial Advisors, LLC 0.16% Add +18.1% 71,645 $1.9M
Strategic Blueprint, LLC 0.09% Add +3.9% 71,287 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -13.7% 63,911 $1.7M
B. Riley Wealth Advisors, Inc. 0.08% Add +71.4% 57,797 $1.5M
GeoWealth Management, LLC 0.04% Reduce -2.4% 54,136 $1.4M
Claro Advisors Inc. 0.15% Add +4.5% 54,112 $1.4M
Milestone Asset Management Group, LLC 0.64% Reduce -1.3% 48,595 $1.3M
LongView Wealth Management 0.32% Add +12.8% 47,957 $1.2M
Two West Capital Advisors LLC 0.62% Add +7.6% 47,957 $1.2M
Frisch Financial Group, Inc. 0.20% Add +52.6% 45,741 $1.2M
OneAscent Financial Services LLC 0.05% Add +0.8% 42,925 $1.1M
Wealthgarden F.S. LLC 0.52% Reduce -49.5% 35,468 $921K
Aptus Capital Advisors, LLC 0.01% Add +1.9% 30,243 $786K
Cpwa, LLC 0.90% Add +0.6% 29,925 $777K
BlackRock, Inc. 0.00% Add +1.1% 27,979 $727K
Legacy Edge Advisors, LLC 0.07% Add +3.9% 27,250 $708K
Advisory Services Network, LLC 0.01% Add +16.9% 27,181 $706K
Vise Technologies, Inc. 0.01% New 27,157 $706K
Fortis Advisors, LLC 0.32% Reduce -2.9% 26,518 $689K
MSH Capital Advisors LLC 0.12% Add +0.8% 26,317 $684K
WCG Wealth Advisors LLC 0.01% Reduce -20.7% 24,419 $634K
Private Advisor Group, LLC 0.00% Add +4.5% 22,798 $592K
Advisors Capital Management, LLC 0.01% Add +90.6% 22,543 $586K
Advyzon Investment Management, LLC 0.04% Add +2.1% 22,270 $579K
Merit Financial Group, LLC 0.00% Add +8.3% 22,143 $575K
Resurgent Financial Advisors LLC 0.16% Add +8.2% 21,582 $561K
Wealthspire Advisors, LLC 0.00% No change 20,634 $536K
Vantus Wealth LLC 0.28% — 20,139 $523K
Aegis Wealth Management, Inc. 0.31% Add +59.5% 18,759 $487K
StoneX Group Inc. 0.02% New 18,714 $486K
Advisory Solutions Group, LLC 0.17% — 18,589 $483K
Prospera Financial Services Inc 0.01% Add +28.6% 18,379 $477K
Private Trust Co. NA 0.04% Add +97.8% 17,851 $464K
Atria Investments, Inc 0.00% New 15,869 $412K
Financial Sense Advisors, Inc. 0.09% Reduce -6.7% 15,457 $402K
Vertex Planning Partners, LLC 0.06% Add +2.4% 15,448 $401K
GTS Securities LLC 0.01% Reduce -70.2% 13,411 $348K
Ausdal Financial Partners, Inc. 0.01% Reduce -1.6% 13,312 $346K
Resolute Wealth Advisor, Inc. 0.19% No change 13,394 $330K
Freedom Investment Management, Inc. 0.08% Reduce -0.9% 11,663 $303K
Magnus Financial Group LLC 0.02% Reduce -54.4% 11,536 $300K
Ameriprise Financial Inc. 0.00% Reduce -9.2% 10,550 $274K
Creative Financial Designs Inc. 0.01% Reduce -2.4% 10,332 $268K
Fifth Third Bancorp 0.00% New 10,036 $261K
One Wealth Capital Management, LLC 0.07% New 9,980 $259K
Equitable Holdings, Inc. 0.00% Reduce -3.4% 9,676 $251K
Valmark Advisers, Inc. 0.00% Add +0.9% 9,023 $234K
Fiduciary Family Office, LLC 0.06% Add +4.3% 9,012 $234K
Elevated Financial Group LLC 0.06% Reduce -62.7% 8,696 $226K
IFG Advisory, LLC 0.01% New 8,618 $224K
PNC Financial Services Group, Inc. 0.00% Add +22.5% 8,467 $220K
Elevation Wealth Management LLC 0.16% Reduce -3.0% 8,408 $218K
J.W. Cole Advisors, Inc. 0.00% New 8,131 $211K
Raymond James Financial Inc. 0.00% New 8,067 $210K
UBS Group AG 0.00% Add +2874.9% 7,110 $185K
Continuum Advisory, LLC 0.01% New 5,739 $149K
Smartleaf Asset Management LLC 0.00% No change 5,101 $132K
Park Place Capital Corp 0.02% Add +0.4% 4,483 $116K
Global Retirement Partners, LLC 0.00% — 3,764 $98K
Royal Bank of Canada 0.00% Add +4.7% 3,509 $91K
Assetmark, Inc. 0.00% Add +22.3% 3,414 $89K
Signature Equity Partners, LLC 0.04% Add +2.0% 3,142 $82K
FMR LLC 0.00% Reduce -45.0% 3,136 $81K
Qube Research & Technologies Ltd 0.00% New 2,309 $60K
Bank of Montreal 0.00% No change 2,005 $52K
Cornerstone Planning Group LLC 0.01% Add +0.9% 1,870 $49K
Morgan Stanley 0.00% New 1,587 $41K
Windsor Advisory Group, LLC 0.03% Reduce -87.7% 1,467 $38K
Harbour Investments, Inc. 0.00% Add +1980.0% 1,040 $27K
Farther Finance Advisors, LLC 0.00% New 546 $14K
Ameriflex Group, Inc. 0.01% Add +0.9% 535 $14K
Allworth Financial LP 0.00% New 448 $12K
Fiduciary Financial Advisors 0.00% New 328 $9K
BNP Paribas Financial Markets 0.00% Reduce -64.3% 217 $6K

"% 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.