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BlackRock Enhanced Eqty DVD (BDJ)

CUSIP: 09251A104 | US | Financial Services · Asset Management | Small Cap | 781 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Waterfront Wealth Inc.860,000
1.3% of portfolio›$8.2M
Boothe Investment Group, Inc.641,972
1.7% of portfolio›$6.0M
Shaker Financial Services, LLC231,344
0.7% of portfolio›$2.2M
Allspring Global Investments Holdings, LLC185,749
0.0% of portfolio›$1.8M
Commonwealth Equity Services, LLC158,562
0.0% of portfolio›$1.5M
Capital Investment Advisory Services, LLC147,550
0.1% of portfolio›$1.4M
Hennion & Walsh Asset Management, Inc.147,107
0.0% of portfolio›$1.4M
Kestra Advisory Services, LLC130,767
0.0% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.130,542
0.0% of portfolio›$1.2M
Shulman DeMeo Asset Management LLC128,926
0.2% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC111,412
0.0% of portfolio›$1.0M
Centurion Wealth Management LLC102,077
0.2% of portfolio›$959.5K
David J Yvars Group96,237
0.4% of portfolio›$908.0K
Pension & Wealth Management Advisors, Inc.94,821
0.2% of portfolio›$891.3K
PMG Family Office LLC93,174
0.8% of portfolio›$875.8K
Farther Finance Advisors, LLC86,342
0.0% of portfolio›$811.6K
Park Avenue Securities LLC83,622
0.0% of portfolio›$786.0K
Pekin Hardy Strauss, Inc.75,254
0.1% of portfolio›$707.4K
Calamos Advisors LLC73,971
0.0% of portfolio›$695.3K
Wedbush Securities Inc71,347
0.0% of portfolio›$671.0K
Stolper Co66,837
0.3% of portfolio›$628.0K
StoneX Group Inc.66,045
0.0% of portfolio›$627.8K
Greg Jennings, LLC64,180
0.4% of portfolio›$603.3K
Wealth Enhancement Advisory Services, LLC62,654
0.0% of portfolio›$593.3K
Regions Financial Corp60,000
0.0% of portfolio›$564.0K
Strong Retirement Solutions LLC53,067
0.3% of portfolio›$498.8K
Signal Advisors Wealth, LLC53,067
0.0% of portfolio›$498.8K
Truist Financial Corp51,206
0.0% of portfolio›$481.3K
Avantax Planning Partners, Inc.49,635
0.0% of portfolio›$466.6K
Thrivent Financial for Lutherans48,917
0.0% of portfolio›$460.0K
Investment Partners Asset Management, Inc.47,362
0.2% of portfolio›$445.2K
Mezzasalma Advisors, LLC47,280
0.1% of portfolio›$444.4K
Cove Private Wealth, LLC45,237
0.1% of portfolio›$425.2K
MGO One Seven LLC44,584
0.0% of portfolio›$419.1K
Brick & Kyle, Associates43,937
0.1% of portfolio›$413.0K
International Assets Investment Management, LLC43,639
0.0% of portfolio›$412.0K
Saxony Capital Management, LLC43,293
0.2% of portfolio›$407.0K
D.A. Davidson & Co.42,643
0.0% of portfolio›$400.8K
Venture Visionary Partners LLC39,376
0.0% of portfolio›$370.1K
Creative Planning36,021
0.0% of portfolio›$338.6K
Claro Advisors Inc.34,327
0.0% of portfolio›$322.7K
NWF Advisory Services Inc.34,027
0.0% of portfolio›$319.9K
Lanark Financial, Inc.33,551
0.0% of portfolio›$315.4K
Prospera Financial Services Inc33,086
0.0% of portfolio›$317.6K
Davenport & Co LLC32,124
0.0% of portfolio›$302.0K
Corrado Advisors, LLC28,305
0.1% of portfolio›$266.1K
Miller Financial Services LLC27,700
0.2% of portfolio›$260.4K
IPG Investment Advisors LLC26,500
0.0% of portfolio›$249.1K
Western Financial Corp25,487
0.1% of portfolio›$239.6K
SeaCrest Wealth Management, LLC24,502
0.0% of portfolio›$230.3K
Vista Investment Partners II, LLC23,526
0.1% of portfolio›$221.1K
Elco Management Co., LLC22,263
0.1% of portfolio›$209.3K
Plancorp, LLC22,000
0.0% of portfolio›$211.2K
Nations Financial Group Inc,21,946
0.0% of portfolio›$206.3K
Kaydan Wealth Management, Inc.21,513
0.1% of portfolio›$202.2K
Cordgrass Capital Advisors, LLC21,139
0.1% of portfolio›$198.7K
Ashton Thomas Private Wealth, LLC21,017
0.0% of portfolio›$197.6K
Aurora Private Wealth, Inc.20,985
0.2% of portfolio›$197.0K
Blue Trust, Inc.20,875
0.0% of portfolio›$196.2K
Concurrent Investment Advisors, LLC20,406
0.0% of portfolio›$191.8K
Axxcess Wealth Management, LLC18,199
0.0% of portfolio›$171.1K
Johnson Bixby & Associates, LLC18,140
0.0% of portfolio›$170.5K
Wealth Effects LLC17,710
0.0% of portfolio›$166.5K
XML Financial, LLC17,621
0.0% of portfolio›$165.6K
Perigon Wealth Management, LLC17,392
0.0% of portfolio›$163.5K
Diversify Wealth Management, LLC16,691
0.0% of portfolio›$159.2K
Diversify Advisory Services, LLC16,691
0.0% of portfolio›$159.2K
Keybank National Association15,584
0.0% of portfolio›$146.5K
Heritage Wealth Management, Inc.15,250
0.0% of portfolio›$143.4K
Eagle Wealth Strategies LLC15,090
0.1% of portfolio›$141.8K
Todd Wealth Management, LLC15,000
0.1% of portfolio›$141.0K
Iowa State Bank14,696
0.0% of portfolio›$138.1K
Gill Capital Partners, LLC13,883
0.0% of portfolio›$130.5K
Sterling Financial Planning, Inc.13,831
0.0% of portfolio›$130.0K
Indivisible Partners13,164
0.0% of portfolio›$123.7K
New England Private Wealth Advisors LLC12,960
0.0% of portfolio›$121.8K
First Heartland Consultants, Inc.11,895
0.0% of portfolio›$111.8K
Daymark Wealth Partners, LLC11,600
0.0% of portfolio›$109.0K
Decision Investments, Inc11,361
0.1% of portfolio›$106.8K
Westbourne Investment Advisors, Inc.11,300
0.0% of portfolio›$106.2K
Compound Planning, Inc.10,650
0.0% of portfolio›$100.1K
Live Oak Private Wealth LLC10,525
0.0% of portfolio›$98.9K
Integrated Advisors Network LLC10,435
0.0% of portfolio›$98.1K
Cape Investment Advisory, Inc.10,393
0.0% of portfolio›$97.7K
Allen Mooney & Barnes Investment Advisors LLC10,000
0.0% of portfolio›$94.0K
Cullen T Bankers, Inc.7,415
0.0% of portfolio›$69.7K
North Star Investment Management Corp.7,266
0.0% of portfolio›$68.3K
Holos Integrated Wealth LLC7,140
0.0% of portfolio›$67.7K
Beacon Investment Advisory Services, Inc.6,789
0.0% of portfolio›$63.8K
Hickory Point Bank & Trust6,000
0.0% of portfolio›$56.4K
Larson Financial Group LLC5,243
0.0% of portfolio›$49.3K
Private Trust Co NA5,099
0.0% of portfolio›$47.9K
Chung Wu Investment Group, LLC3,607
0.0% of portfolio›$33.9K
Hoey Investments, Inc3,000
0.0% of portfolio›$28.2K
Harbor Investment Advisory, LLC2,981
0.0% of portfolio›$28.0K
Capital Advisors, Ltd. LLC2,550
0.0% of portfolio›$24.0K
Towne Trust Company, N.a1,954
0.0% of portfolio›$18.4K
Fortitude Family Office, LLC1,819
0.0% of portfolio›$17.1K
Asset Dedication, LLC1,112
0.0% of portfolio›$10.5K
Cassaday & Co Wealth Management LLC1,075
0.0% of portfolio›$10.1K
United Financial Planning Group LLC949
0.0% of portfolio›$8.9K
IFP Advisors, Inc906
0.0% of portfolio›$8.5K
Markowski Investments890
0.0% of portfolio›$8.4K
Pinnacle Bancorp, Inc.632
0.0% of portfolio›$5.9K
Signature Equity Partners, LLC568
0.0% of portfolio›$5.3K
Montag A & Associates Inc466
0.0% of portfolio›$4.4K
Highline Wealth Partners LLC302
0.0% of portfolio›$2.8K
James T. Borello RIA167
0.0% of portfolio›$1.6K
JFS Wealth Advisors, LLC106
0.0% of portfolio›$997
Assetmark, Inc46
0.0% of portfolio›$432
Prairie Wealth Advisors, Inc.0
0.0% of portfolio›$221.6K
StyleTurnoverLocationFiled
Waterfront Wealth Inc.
860,000$8.2M1.3%ValueLowOverland Park, KS2026-11-03
Boothe Investment Group, Inc.
641,972$6.0M1.7%YieldLowDover, DE2026-10-22
Shaker Financial Services, LLC
231,344$2.2M0.7%YieldHighArlington, VA2026-10-14
Allspring Global Investments Holdings, LLC
185,749$1.8M0.0%CoreMediumCharlotte, NC2026-11-04
Commonwealth Equity Services, LLC
158,562$1.5M0.0%ETFLowWaltham, MA2026-11-02
Capital Investment Advisory Services, LLC
147,550$1.4M0.1%CoreMediumRaleigh, NC2026-10-30
Hennion & Walsh Asset Management, Inc.
147,107$1.4M0.0%ValueMediumParsippany, NJ2026-10-13
Kestra Advisory Services, LLC
130,767$1.2M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
130,542$1.2M0.0%ETFLowFairfield, IA2026-11-02
Shulman DeMeo Asset Management LLC
128,926$1.2M0.2%ETFVery LowLake Success, NY2026-10-09
Kingswood Wealth Advisors, LLC
111,412$1.0M0.0%GrowthLowSan Diego, CA2026-10-23
Centurion Wealth Management LLC
102,077$959.5K0.2%ETFMediumMclean, VA2026-10-13
David J Yvars Group
96,237$908.0K0.4%GrowthLowUniversity Park, FL2026-10-09
Pension & Wealth Management Advisors, Inc.
94,821$891.3K0.2%ETFLowWaltham, MA2026-10-16
PMG Family Office LLC
93,174$875.8K0.8%YieldVery LowPlano, TX2026-10-19
Farther Finance Advisors, LLC
86,342$811.6K0.0%IndexLowSan Francisco, CA2026-10-08
Park Avenue Securities LLC
83,622$786.0K0.0%ETFMediumNew York, NY2026-10-26
Pekin Hardy Strauss, Inc.
75,254$707.4K0.1%ValueMediumChicago, IL2026-11-02
Calamos Advisors LLC
73,971$695.3K0.0%GrowthMediumNaperville, IL2026-11-02
Wedbush Securities Inc
71,347$671.0K0.0%CoreLowPasadena, CA2026-10-22
Stolper Co
66,837$628.0K0.3%ValueMediumTulsa, OK2026-10-13
StoneX Group Inc.
66,045$627.8K0.0%ETFMediumNew York, NY2026-11-03
Greg Jennings, LLC
64,180$603.3K0.4%GrowthN/ADewitt, NY2026-10-19
Wealth Enhancement Advisory Services, LLC
62,654$593.3K0.0%CoreLowPlymouth, MN2026-10-13
Regions Financial Corp
60,000$564.0K0.0%CoreLowBirmingham, AL2026-11-05
Strong Retirement Solutions LLC
53,067$498.8K0.3%GrowthMediumSilverdale, WA2026-10-07
Signal Advisors Wealth, LLC
53,067$498.8K0.0%ETFLowDetroit, MI2026-10-13
Truist Financial Corp
51,206$481.3K0.0%CoreLowCharlotte, NC2026-10-30
Avantax Planning Partners, Inc.
49,635$466.6K0.0%ETFLowDubuque, IA2026-11-03
Thrivent Financial for Lutherans
48,917$460.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Investment Partners Asset Management, Inc.
47,362$445.2K0.2%CoreLowMetuchen, NJ2026-10-09
Mezzasalma Advisors, LLC
47,280$444.4K0.1%GrowthLowTinton Falls, NJ2026-10-14
Cove Private Wealth, LLC
45,237$425.2K0.1%GrowthLowOyster Bay Cove, NY2026-10-28
MGO One Seven LLC
44,584$419.1K0.0%GrowthLowBeachwood, OH2026-10-28
Brick & Kyle, Associates
43,937$413.0K0.1%GrowthLowNewtown, PA2026-11-05
International Assets Investment Management, LLC
43,639$412.0K0.0%CoreVery HighOrlando, FL2026-11-02
Saxony Capital Management, LLC
43,293$407.0K0.2%ETFMediumSt. Louis, MO2026-10-15
D.A. Davidson & Co.
42,643$400.8K0.0%CoreLowGreat Falls, MT2026-10-28
Venture Visionary Partners LLC
39,376$370.1K0.0%CoreLowSylvania, OH2026-10-07
Creative Planning
36,021$338.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Claro Advisors Inc.
34,327$322.7K0.0%CoreLowBoston, MA2026-11-02
NWF Advisory Services Inc.
34,027$319.9K0.0%GARPLowLos Angeles, CA2026-10-19
Lanark Financial, Inc.
33,551$315.4K0.0%CoreMediumBirmingham, AL2026-10-26
Prospera Financial Services Inc
33,086$317.6K0.0%CoreMediumDallas, TX2026-11-04
Davenport & Co LLC
32,124$302.0K0.0%CoreMediumRichmond, VA2026-10-14
Corrado Advisors, LLC
28,305$266.1K0.1%CoreMediumRamsey, NJ2026-10-27
Miller Financial Services LLC
27,700$260.4K0.2%CoreLowMarshall, MI2026-10-20
IPG Investment Advisors LLC
26,500$249.1K0.0%CoreMediumSan Diego, CA2026-10-30
Western Financial Corp
25,487$239.6K0.1%MomentumHighSan Diego, CA2026-10-14
SeaCrest Wealth Management, LLC
24,502$230.3K0.0%GrowthLowPurchase, NY2026-10-21
Vista Investment Partners II, LLC
23,526$221.1K0.1%CoreMediumRichmond, IN2026-10-15
Elco Management Co., LLC
22,263$209.3K0.1%CoreLowNew York, NY2026-10-14
Plancorp, LLC
22,000$211.2K0.0%ETFLowSaint Louis, MO2026-11-03
Nations Financial Group Inc,
21,946$206.3K0.0%CoreLowCedar Rapids, IA2026-11-05
Kaydan Wealth Management, Inc.
21,513$202.2K0.1%ETFMediumFenton, MI2026-10-08
Cordgrass Capital Advisors, LLC
21,139$198.7K0.1%CoreLowRaleigh, NC2026-10-30
Ashton Thomas Private Wealth, LLC
21,017$197.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Aurora Private Wealth, Inc.
20,985$197.0K0.2%ETFLowRockaway, NJ2026-10-20
Blue Trust, Inc.
20,875$196.2K0.0%ETFLowBrentwood, TN2026-10-15
Concurrent Investment Advisors, LLC
20,406$191.8K0.0%GrowthMediumTampa, FL2026-10-16
Axxcess Wealth Management, LLC
18,199$171.1K0.0%CoreLowCarlsbad, CA2026-10-21
Johnson Bixby & Associates, LLC
18,140$170.5K0.0%ETFMediumVancouver, WA2026-10-14
Wealth Effects LLC
17,710$166.5K0.0%GrowthLowBoston, MA2026-10-23
XML Financial, LLC
17,621$165.6K0.0%ETFLowBethesda, MD2026-10-29
Perigon Wealth Management, LLC
17,392$163.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Diversify Wealth Management, LLC
16,691$159.2K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
16,691$159.2K0.0%GrowthLowSandy, UT2026-10-20
Keybank National Association
15,584$146.5K0.0%CoreLowBrooklyn, OH2026-11-04
Heritage Wealth Management, Inc.
15,250$143.4K0.0%CoreLowCincinnati, OH2026-10-28
Eagle Wealth Strategies LLC
15,090$141.8K0.1%ETFVery LowMullica Hill, NJ2026-10-20
Todd Wealth Management, LLC
15,000$141.0K0.1%GARPVery LowVenice, FL2026-10-19
Iowa State Bank
14,696$138.1K0.0%CoreLowUrbandale, IA2026-10-06
Gill Capital Partners, LLC
13,883$130.5K0.0%ETFLowDenver, CO2026-10-13
Sterling Financial Planning, Inc.
13,831$130.0K0.0%ETFVery LowSparta, NJ2026-10-28
Indivisible Partners
13,164$123.7K0.0%GrowthMediumClearwater, FL2026-10-26
New England Private Wealth Advisors LLC
12,960$121.8K0.0%ETFVery LowWellesley, MA2026-10-19
First Heartland Consultants, Inc.
11,895$111.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Daymark Wealth Partners, LLC
11,600$109.0K0.0%CoreLowCincinnati, OH2026-11-04
Decision Investments, Inc
11,361$106.8K0.1%GrowthLowSan Diego, CA2026-10-07
Westbourne Investment Advisors, Inc.
11,300$106.2K0.0%GARPLowAnnapolis, MD2026-10-20
Compound Planning, Inc.
10,650$100.1K0.0%CoreLowNew York, NY2026-11-05
Live Oak Private Wealth LLC
10,525$98.9K0.0%ValueLowWilmington, NC2026-11-02
Integrated Advisors Network LLC
10,435$98.1K0.0%GrowthMediumDallas, TX2026-10-20
Cape Investment Advisory, Inc.
10,393$97.7K0.0%ETFLowMcdonough, GA2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
10,000$94.0K0.0%ValueLowThomasville, GA2026-10-08
Cullen T Bankers, Inc.
7,415$69.7K0.0%GrowthLowSan Antonio, TX2026-10-28
North Star Investment Management Corp.
7,266$68.3K0.0%CoreLowChicago, IL2026-10-27
Holos Integrated Wealth LLC
7,140$67.7K0.0%ETFLowKennett Square, PA2026-10-23
Beacon Investment Advisory Services, Inc.
6,789$63.8K0.0%GrowthLowMorristown, NJ2026-10-13
Hickory Point Bank & Trust
6,000$56.4K0.0%CoreVery LowDecatur, IL2026-10-01
Larson Financial Group LLC
5,243$49.3K0.0%GrowthLowSt Louis, MO2026-11-05
Private Trust Co NA
5,099$47.9K0.0%CoreLowCleveland, OH2026-10-20
Chung Wu Investment Group, LLC
3,607$33.9K0.0%GrowthMediumSugar Land, TX2026-11-03
Hoey Investments, Inc
3,000$28.2K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Harbor Investment Advisory, LLC
2,981$28.0K0.0%GrowthLowLutherville, MD2026-10-13
Capital Advisors, Ltd. LLC
2,550$24.0K0.0%ETFLowShaker Heights, OH2026-10-27
Towne Trust Company, N.a
1,954$18.4K0.0%CoreLowNewport News, VA2026-10-28
Fortitude Family Office, LLC
1,819$17.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Asset Dedication, LLC
1,112$10.5K0.0%ETFLowSan Francisco, CA2026-11-03
Cassaday & Co Wealth Management LLC
1,075$10.1K0.0%ETFVery LowMclean, VA2026-10-27
United Financial Planning Group LLC
949$8.9K0.0%ETFHighHauppauge, NY2026-11-04
IFP Advisors, Inc
906$8.5K0.0%GrowthLowTampa, FL2026-10-16
Markowski Investments
890$8.4K0.0%ETFN/ATampa, FL2026-10-30
Pinnacle Bancorp, Inc.
632$5.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Signature Equity Partners, LLC
568$5.3K0.0%GrowthMediumColumbus, OH2026-10-29
Montag A & Associates Inc
466$4.4K0.0%CoreLowAtlanta, GA2026-10-29
Highline Wealth Partners LLC
302$2.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
James T. Borello RIA
167$1.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
JFS Wealth Advisors, LLC
106$9970.0%ETFVery LowHermitage, PA2026-11-03
Assetmark, Inc
46$4320.0%ETFLowConcord, CA2026-10-21
Prairie Wealth Advisors, Inc.
0$221.6K0.0%CoreVery LowOmaha, NE2026-10-29