ISHARES DV EQUITY ACTIVE ETF BDVL
$26.07
+0.6% 52w: $23.68 – $26.13
Latest 13F among current holders filed 1 month ago (May 20, 2026)
Price — last 12 months
research preview data23.6824.9026.13
Sep 15, 2025 Jul 2, 2026
Institutional holders
91
+11 QoQ
13F value
$1.75B
+0.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BDVL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 32.5M | $802.2M | 0.2% | +0.3% |
| LPL Financial LLC | Bank broker | 12.2M | $301.6M | 0.1% | +5.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 5.9M | $145.5M | 0.4% | -18.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.5M | $86.3M | 0.0% | +93.2% |
| JPMORGAN CHASE & CO | Bank broker | 3.5M | $84.0M | 0.0% | -0.5% |
| Cetera Investment Advisers | Wealth advisor | 2.7M | $66.4M | 0.1% | +0.6% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 2.2M | $53.8M | 0.4% | +2.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.0M | $49.3M | 0.0% | -9.6% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 785.2K | $19.4M | 0.1% | +4.3% |
| WBH ADVISORY INC | Wealth advisor | 774.7K | $19.3M | 1.4% | -2.1% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 512.0K | $12.6M | 0.1% | -1.6% |
| NorthRock Partners, LLC | Wealth advisor | 409.2K | $10.1M | 0.2% | -4.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 367.3K | $9.1M | 0.0% | +19.5% |
| Waverly Advisors, LLC | Wealth advisor | 349.5K | $8.6M | 0.1% | +7.9% |
| World Investment Advisors | Wealth advisor | 330.3K | $8.1M | 0.1% | New |
| Invst, LLC | Wealth advisor | 311.6K | $7.7M | 0.9% | -3.0% |
| Beacon Bridge Wealth Partners, LLC | Wealth advisor | 212.2K | $5.2M | 1.8% | -2.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 162.8K | $4.0M | 0.0% | +916.7% |
| Regal Investment Advisors LLC | Wealth advisor | 160.0K | $3.9M | 0.2% | -1.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 129.7K | $3.2M | 0.0% | -10.2% |
| SILVERLAKE WEALTH MANAGEMENT LLC | Wealth advisor | 123.8K | $3.1M | 0.6% | -7.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 106.4K | $2.6M | 0.0% | -50.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 82.3K | $2.0M | 0.0% | New |
| Orion Porfolio Solutions, LLC | Wealth advisor | 81.8K | $2.0M | 0.0% | -5.5% |
| RDA Financial Network | Other | 76.7K | $1.9M | 0.5% | -0.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 74.0K | $1.8M | 0.0% | -60.4% |
| WEALTHGARDEN F.S. LLC | Wealth advisor | 70.3K | $1.7M | 1.2% | -7.1% |
| Strategic Blueprint, LLC | Wealth advisor | 68.6K | $1.7M | 0.1% | -3.0% |
| Transamerica Financial Advisors, LLC | Wealth advisor | 60.6K | $1.5M | 0.1% | +14.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 55.8K | $1.4M | 0.0% | New |
| GeoWealth Management, LLC | Wealth advisor | 55.4K | $1.4M | 0.0% | -2.4% |
| Claro Advisors Inc. | Wealth advisor | 51.8K | $1.3M | 0.2% | +19.9% |
| Milestone Asset Management Group, LLC | Wealth advisor | 49.2K | $1.2M | 0.7% | Held |
| Two West Capital Advisors LLC | Wealth advisor | 44.6K | $1.1M | 0.6% | -2.6% |
| GTS SECURITIES LLC | Market maker | 44.9K | $1.1M | 0.0% | -34.6% |
| LongView Wealth Management | Wealth advisor | 42.5K | $1.1M | 0.3% | +24.4% |
| OneAscent Financial Services LLC | Wealth advisor | 42.6K | $1.0M | 0.1% | Held |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 33.7K | $814K | 0.1% | +19.0% |
| CPWA, LLC | Wealth advisor | 29.7K | $775K | 0.9% | — |
| WCG Wealth Advisors LLC | Wealth advisor | 30.8K | $759K | 0.0% | -28.7% |
| Frisch Financial Group, Inc. | Wealth advisor | 30.0K | $739K | 0.2% | New |
| Aptus Capital Advisors, LLC | Wealth advisor | 29.7K | $732K | 0.0% | -4.2% |
| BlackRock, Inc. | Index provider | 27.7K | $682K | 0.0% | -1.1% |
| Fortis Advisors, LLC | Wealth advisor | 27.3K | $673K | 0.3% | +5.7% |
| Legacy Edge Advisors, LLC | Wealth advisor | 26.2K | $646K | 0.1% | -3.1% |
| MSH Capital Advisors LLC | Wealth advisor | 26.1K | $643K | 0.1% | -14.1% |
| Magnus Financial Group LLC | Wealth advisor | 25.3K | $624K | 0.1% | -81.2% |
| Elevated Financial Group LLC | Wealth advisor | 23.3K | $575K | 0.2% | -10.4% |
| Advisory Services Network, LLC | Diversified mechanical | 23.3K | $573K | 0.0% | +19.8% |
| Richmond Investment Services, LLC | Wealth advisor | 22.7K | $559K | 0.1% | +1.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.