ISHARES SELECT DIVIDEND ETF DVY
$159.08
+1.3% 52w: $125.78 – $159.08
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data125.78142.43159.08
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.4K
+34 QoQ
13F value
$10.33B
+2.7% QoQ
Smart-money holders
53
signal tier ≥ 2
New smart buyers
7
Q1 2026
Options barometer
2.0×
$179.0M calls / $89.4M puts
Institutional value by quarter
Number of holders
Who owns DVY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 8.1M | $1.22B | 0.1% | -1.3% |
| MORGAN STANLEY | Bank broker | 6.5M | $987.0M | 0.1% | +0.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.8M | $576.6M | 0.1% | 0.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.5M | $531.0M | 0.3% | -1.3% |
| NORTHERN TRUST CORP | Index provider | 3.1M | $470.4M | 0.1% | +1.7% |
| ROYAL BANK OF CANADA | Bank broker | 2.7M | $415.8M | 0.1% | -10.6% |
| LPL Financial LLC | Bank broker | 1.8M | $271.3M | 0.1% | +0.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.6M | $243.6M | 0.0% | -5.1% |
| JPMORGAN CHASE & CO | Bank broker | 1.5M | $230.6M | 0.0% | -6.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.5M | $225.2M | 0.1% | +6.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.2M | $179.3M | 0.1% | +1.2% |
| UBS Group AG | Bank broker | 1.2M | $176.2M | 0.0% | -2.2% |
| US BANCORP \DE\ | Wealth advisor | 1.1M | $167.0M | 0.2% | -0.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.1M | $166.4M | 0.2% | -3.2% |
| Howard Capital Management Inc. | Wealth advisor | 1.0M | $153.1M | 2.5% | Held |
| BANK OF MONTREAL /CAN/ | Bank broker | 768.5K | $116.4M | 0.0% | -1.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 692.7K | $104.9M | 0.0% | -0.2% |
| Northside Capital Management, LLC | Other | 653.9K | $99.0M | 8.7% | 0.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 645.7K | $97.8M | 0.2% | +178.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 590.5K | $89.4M | 0.1% | -2.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 551.4K | $83.5M | 0.1% | +8.6% |
| Cetera Investment Advisers | Wealth advisor | 539.9K | $81.7M | 0.1% | +5.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 503.7K | $76.2M | 0.0% | -8.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 485.3K | $73.5M | 0.1% | +27.2% |
| Focus Partners Wealth | Wealth advisor | 465.7K | $70.5M | 0.1% | -0.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 412.6K | $62.5M | 0.0% | +33.1% |
| Mariner, LLC | Diversified mechanical | 396.0K | $59.9M | 0.1% | -1.5% |
| HighTower Advisors, LLC | Diversified mechanical | 331.5K | $50.2M | 0.1% | 0.0% |
| Creative Planning | Wealth advisor | 317.6K | $48.1M | 0.0% | +2.9% |
| AMG National Trust Bank | Wealth advisor | 313.9K | $47.5M | 1.0% | +2.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 311.8K | $47.2M | 0.0% | +2.7% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 300.0K | $45.4M | 0.3% | -0.1% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 283.5K | $42.9M | 0.1% | -0.7% |
| COMMERCE BANK | Diversified mechanical | 280.8K | $42.5M | 0.2% | +1.9% |
| MYDA Advisors LLC | Quant stat arb | 260.0K | $39.4M | 9.3% | New |
| Moment Partners, LLC | Wealth advisor | 258.8K | $39.2M | 7.0% | +0.6% |
| M&T Bank Corp | Diversified mechanical | 253.8K | $38.4M | 0.1% | +3.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 242.9K | $36.8M | 0.1% | -5.3% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 242.1K | $36.7M | 0.2% | +0.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 238.8K | $36.2M | 0.1% | +8.2% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 230.7K | $34.9M | 2.1% | +0.7% |
| ASSETMARK, INC | Wealth advisor | 220.5K | $33.4M | 0.1% | -1.2% |
| Private Advisor Group, LLC | Wealth advisor | 213.9K | $32.4M | 0.2% | +11.8% |
| FMR LLC | Long only active | 193.8K | $29.3M | 0.0% | +15.0% |
| Ellis Investment Partners, LLC | Wealth advisor | 189.7K | $28.7M | 5.0% | -0.5% |
| MILLER HOWARD INVESTMENTS INC /NY | Other | 184.2K | $27.9M | 0.8% | -63.6% |
| Valmark Advisers, Inc. | Wealth advisor | 181.5K | $27.5M | 0.3% | +1.3% |
| FRANKLIN RESOURCES INC | Long only active | 179.9K | $27.2M | 0.0% | +1.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 176.8K | $26.8M | 0.1% | +8.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 165.9K | $25.1M | 0.1% | +41.8% |
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.