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Ishares DV Equity Active ETF (BDVL)

CUSIP: 09290C715 | NYSE | 121 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC14,323,946
0.1% of portfolio›$374.1M
Park Avenue Securities LLC2,318,961
1.0% of portfolio›$60.6M
WBH Advisory Inc806,347
1.4% of portfolio›$21.1M
Silverlake Wealth Management LLC115,032
0.6% of portfolio›$3.0M
Founders Financial Securities LLC111,344
0.1% of portfolio›$2.9M
Cambridge Investment Research Advisors, Inc.107,474
0.0% of portfolio›$2.8M
B. Riley Wealth Advisors, Inc.83,390
0.1% of portfolio›$2.2M
RDA Financial Network78,154
0.4% of portfolio›$2.0M
Strategic Blueprint, LLC68,814
0.1% of portfolio›$1.8M
Commonwealth Equity Services, LLC58,103
0.0% of portfolio›$1.5M
Vise Technologies, Inc.57,269
0.0% of portfolio›$1.5M
Claro Advisors Inc.49,460
0.1% of portfolio›$1.3M
Two West Capital Advisors LLC48,782
0.6% of portfolio›$1.3M
LongView Wealth Management48,675
0.3% of portfolio›$1.3M
Milestone Asset Management Group, LLC48,595
0.6% of portfolio›$1.3M
Cpwa, LLC28,536
0.8% of portfolio›$756.8K
Legacy Edge Advisors, LLC27,468
0.1% of portfolio›$717.5K
MSH Capital Advisors LLC26,317
0.1% of portfolio›$687.4K
Private Trust Co NA25,678
0.1% of portfolio›$670.7K
Prospera Financial Services Inc24,894
0.0% of portfolio›$659.2K
Aegis Wealth Management, Inc.22,636
0.3% of portfolio›$591.2K
Merit Financial Group, LLC21,633
0.0% of portfolio›$565.1K
Fifth Third Securities, Inc.18,494
0.0% of portfolio›$483.1K
Advisory Solutions Group, LLC17,097
0.1% of portfolio›$446.6K
Creative Financial Designs Inc11,729
0.0% of portfolio›$306.4K
PNC Financial Services Group, Inc.10,796
0.0% of portfolio›$282.0K
Fifth Third Bancorp9,888
0.0% of portfolio›$258.3K
Elevation Wealth Management LLC9,883
0.2% of portfolio›$258.1K
Magnus Financial Group LLC9,851
0.0% of portfolio›$257.3K
Kestra Advisory Services, LLC9,070
0.0% of portfolio›$236.9K
Fiduciary Family Office, LLC8,838
0.1% of portfolio›$230.8K
J.W. Cole Advisors, Inc.7,931
0.0% of portfolio›$207.2K
Allworth Financial LP4,295
0.0% of portfolio›$111.6K
Signature Equity Partners, LLC4,034
0.0% of portfolio›$105.4K
Assetmark, Inc2,040
0.0% of portfolio›$53.3K
Farther Finance Advisors, LLC682
0.0% of portfolio›$17.8K
StyleTurnoverLocationFiled
LPL Financial LLC
14,323,946$374.1M0.1%IndexVery LowFort Mill, SC2026-11-06
Park Avenue Securities LLC
2,318,961$60.6M1.0%ETFMediumNew York, NY2026-10-26
WBH Advisory Inc
806,347$21.1M1.4%ETFLowBaltimore, MD2026-11-05
Silverlake Wealth Management LLC
115,032$3.0M0.6%ETFLowWilliston, VT2026-10-21
Founders Financial Securities LLC
111,344$2.9M0.1%ETFMediumTowson, MD2026-10-28
Cambridge Investment Research Advisors, Inc.
107,474$2.8M0.0%ETFLowFairfield, IA2026-11-02
B. Riley Wealth Advisors, Inc.
83,390$2.2M0.1%GrowthLowMemphis, TN2026-10-13
RDA Financial Network
78,154$2.0M0.4%GrowthMediumAkron, IA2026-10-15
Strategic Blueprint, LLC
68,814$1.8M0.1%ETFLowAtlanta, GA2026-10-22
Commonwealth Equity Services, LLC
58,103$1.5M0.0%ETFLowWaltham, MA2026-11-02
Vise Technologies, Inc.
57,269$1.5M0.0%IndexLowNew York, NY2026-10-29
Claro Advisors Inc.
49,460$1.3M0.1%CoreLowBoston, MA2026-11-02
Two West Capital Advisors LLC
48,782$1.3M0.6%ETFLowOverland Park, KS2026-10-15
LongView Wealth Management
48,675$1.3M0.3%ETFLowAtlanta, GA2026-10-19
Milestone Asset Management Group, LLC
48,595$1.3M0.6%ETFVery LowAvon, CT2026-10-20
Cpwa, LLC
28,536$756.8K0.8%GrowthN/AHood River, OR2026-11-04
Legacy Edge Advisors, LLC
27,468$717.5K0.1%ETFVery LowSyosset, NY2026-11-06
MSH Capital Advisors LLC
26,317$687.4K0.1%CoreLowScottsdale, AZ2026-11-03
Private Trust Co NA
25,678$670.7K0.1%CoreLowCleveland, OH2026-10-20
Prospera Financial Services Inc
24,894$659.2K0.0%CoreMediumDallas, TX2026-11-04
Aegis Wealth Management, Inc.
22,636$591.2K0.3%ETFMediumGuthrie Center, IA2026-10-26
Merit Financial Group, LLC
21,633$565.1K0.0%ETFLowAlpharetta, GA2026-11-06
Fifth Third Securities, Inc.
18,494$483.1K0.0%ETFLowCincinnati, OH2026-10-21
Advisory Solutions Group, LLC
17,097$446.6K0.1%ETFN/APlymouth, MN2026-10-14
Creative Financial Designs Inc
11,729$306.4K0.0%ETFMediumKokomo, IN2026-11-04
PNC Financial Services Group, Inc.
10,796$282.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Fifth Third Bancorp
9,888$258.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Elevation Wealth Management LLC
9,883$258.1K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Magnus Financial Group LLC
9,851$257.3K0.0%ETFLowNew York, NY2026-10-21
Kestra Advisory Services, LLC
9,070$236.9K0.0%CoreLowAustin, TX2026-11-02
Fiduciary Family Office, LLC
8,838$230.8K0.1%GrowthLowBoca Raton, FL2026-11-04
J.W. Cole Advisors, Inc.
7,931$207.2K0.0%IndexLowTampa, FL2026-11-05
Allworth Financial LP
4,295$111.6K0.0%IndexLowFolsom, CA2026-11-06
Signature Equity Partners, LLC
4,034$105.4K0.0%GrowthMediumColumbus, OH2026-10-29
Assetmark, Inc
2,040$53.3K0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
682$17.8K0.0%IndexLowSan Francisco, CA2026-10-08