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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +3,012 | +1.9% | 165,768 | $4.31M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +83,456 | — | 83,456 | $2.17M | Q2 2026 | Sep 02, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +10,998 | +18.1% | 71,645 | $1.86M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -344 | -3.4% | 9,676 | $251.38K | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,779,436 | +50.8% | 5,281,647 | $137.22M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +423,844 | +759.8% | 479,625 | $12.46M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +39,327 | +11.3% | 388,782 | $10.10M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -31,526 | -70.2% | 13,411 | $348.42K | Q2 2026 | Aug 14, 2026 |
| Invst, Llc | Buy | +27,731 | +8.9% | 339,287 | $8.81M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -24,254 | -22.8% | 82,117 | $2.13M | Q2 2026 | Aug 14, 2026 |
| Frisch Financial Group, Inc. | Buy | +15,771 | +52.6% | 45,741 | $1.19M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +15,129 | +4.6% | 345,448 | $8.97M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +10,550 | — | 10,550 | $274.09K | Q2 2026 | Aug 14, 2026 |
| Windsor Advisory Group, Llc | Sell | -10,418 | -87.7% | 1,467 | $38.11K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +8,618 | — | 8,618 | $223.89K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +8,067 | — | 8,067 | $209.58K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +7,894 | +4.9% | 167,905 | $4.36M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -6,381 | -20.7% | 24,419 | $634.40K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -5,045 | -6.2% | 76,772 | $1.99M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +2,309 | — | 2,309 | $59.99K | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors Llc | Buy | +1,630 | +8.2% | 21,582 | $560.70K | Q2 2026 | Aug 14, 2026 |
| Financial Sense Advisors, Inc. | Sell | -1,115 | -6.7% | 15,457 | $401.58K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +450 | +2.1% | 22,270 | $578.57K | Q2 2026 | Aug 14, 2026 |
| Vertex Planning Partners, Llc | Buy | +363 | +2.4% | 15,448 | $401.34K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +328 | — | 328 | $8.53K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -214 | -1.6% | 13,312 | $345.84K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +158 | +4.7% | 3,509 | $91.00K | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | Buy | +17 | +0.4% | 4,483 | $116.48K | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +5 | +0.9% | 535 | $13.90K | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +140,966 | — | 140,966 | $3.66M | Q2 2026 | Aug 13, 2026 |
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.