ISHARES DV EQUITY ACTIVE ETF (BDVL) Institutional Ownership Changes & 13F Activity

ISHARES DV EQUITY ACTIVE ETF (BDVL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Susquehanna International Group, Llp, Legacy Wealth Managment, Llc/Id, Citadel Advisors Llc, and Waverly Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+3,012+1.9%165,768$4.31MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+83,45683,456$2.17MQ2 2026Sep 02, 2026
Transamerica Financial Advisors, LlcBuy+10,998+18.1%71,645$1.86MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-344-3.4%9,676$251.38KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+1,779,436+50.8%5,281,647$137.22MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+423,844+759.8%479,625$12.46MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+39,327+11.3%388,782$10.10MQ2 2026Aug 14, 2026
Gts Securities LlcSell-31,526-70.2%13,411$348.42KQ2 2026Aug 14, 2026
Invst, LlcBuy+27,731+8.9%339,287$8.81MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-24,254-22.8%82,117$2.13MQ2 2026Aug 14, 2026
Frisch Financial Group, Inc.Buy+15,771+52.6%45,741$1.19MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+15,129+4.6%345,448$8.97MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+10,55010,550$274.09KQ2 2026Aug 14, 2026
Windsor Advisory Group, LlcSell-10,418-87.7%1,467$38.11KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+8,6188,618$223.89KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+8,0678,067$209.58KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+7,894+4.9%167,905$4.36MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-6,381-20.7%24,419$634.40KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-5,045-6.2%76,772$1.99MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+2,3092,309$59.99KQ2 2026Aug 14, 2026
Resurgent Financial Advisors LlcBuy+1,630+8.2%21,582$560.70KQ2 2026Aug 14, 2026
Financial Sense Advisors, Inc.Sell-1,115-6.7%15,457$401.58KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+450+2.1%22,270$578.57KQ2 2026Aug 14, 2026
Vertex Planning Partners, LlcBuy+363+2.4%15,448$401.34KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+328328$8.53KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-214-1.6%13,312$345.84KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+158+4.7%3,509$91.00KQ2 2026Aug 14, 2026
Park Place Capital CorpBuy+17+0.4%4,483$116.48KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+5+0.9%535$13.90KQ2 2026Aug 14, 2026
Legacy Wealth Managment, Llc/IdBuy+140,966140,966$3.66MQ2 2026Aug 13, 2026
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Frequently asked questions about BDVL activity

  • Which institutional owners are buying BDVL?

    Institutional owners buying BDVL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BDVL activity?

    "Buy" means an investor increased their reported position in BDVL compared to the prior reporting period. This reflects growing exposure to ISHARES DV EQUITY ACTIVE ETF (BDVL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BDVL increasing?

    Institutional interest in BDVL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.