ISHARES SELECT DIVIDEND ETF (DVY) Institutional Ownership Changes & 13F Activity

ISHARES SELECT DIVIDEND ETF (DVY). 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 Envestnet Asset Management Inc, Yukon Wealth Management, Inc., Mercer Global Advisors Inc, Stock Yards Bank & Trust Co, and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+88,825+6.0%1,576,255$246.33MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-773-6.6%10,888$1.70MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Sell-4-0.1%5,396$843.39KQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+550+28.9%2,455$383.72KQ2 2026Sep 18, 2026
Security National Bank Of So DakSell-326-4.6%6,754$1.06MQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcSell-65-5.7%1,080$168.80KQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+15+0.8%1,860$290.68KQ2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasSell-90-2.5%3,534$552.36KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+2,426+3.3%74,982$11.72MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+211+10.0%2,321$362.73KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-133-6.1%2,033$317.76KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+5,448+5.7%100,505$15.71MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupBuy+218+2.5%8,789$1.38MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-17,461-11.6%133,522$20.87MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-5,797-19.8%23,412$3.66MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+521+11.6%5,002$781.81KQ2 2026Aug 19, 2026
Fox Hill Wealth ManagementBuy+104+1.0%10,715$1.67MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+3+0.0%7,758$1.21MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+2,343+2.5%94,578$14.78MQ2 2026Aug 18, 2026
North Star Asset Management IncSell-325-12.0%2,385$372.77KQ2 2026Aug 18, 2026
Glenview Trust CoBuy+31+0.1%46,963$7.34MQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcSell-10-0.2%6,361$994.22KQ2 2026Aug 18, 2026
Yukon Wealth Management, Inc.Buy+46,245+36.0%174,560$27.28MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+2,078+1.7%124,681$19.49MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+1,112+3.0%37,794$5.91MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+795+18.3%5,135$803.00KQ2 2026Aug 17, 2026
Dearborn Partners LlcSell-261-4.8%5,211$814.48KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+100+4.2%2,503$391.20KQ2 2026Aug 17, 2026
Atlasmark Financial, IncSell-72-4.1%1,671$261.18KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+31+12.4%282$44.09KQ2 2026Aug 17, 2026
Showing 30 of 1,069

Frequently asked questions about DVY activity

  • Which institutional owners are buying DVY?

    Institutional owners buying DVY 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 DVY activity?

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

  • Is institutional interest in DVY increasing?

    Institutional interest in DVY 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.