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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +88,825 | +6.0% | 1,576,255 | $246.33M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -773 | -6.6% | 10,888 | $1.70M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -4 | -0.1% | 5,396 | $843.39K | Q2 2026 | Sep 23, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +550 | +28.9% | 2,455 | $383.72K | Q2 2026 | Sep 18, 2026 |
| Security National Bank Of So Dak | Sell | -326 | -4.6% | 6,754 | $1.06M | Q2 2026 | Sep 18, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -65 | -5.7% | 1,080 | $168.80K | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Buy | +15 | +0.8% | 1,860 | $290.68K | Q2 2026 | Sep 15, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -90 | -2.5% | 3,534 | $552.36K | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +2,426 | +3.3% | 74,982 | $11.72M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +211 | +10.0% | 2,321 | $362.73K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -133 | -6.1% | 2,033 | $317.76K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +5,448 | +5.7% | 100,505 | $15.71M | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Buy | +218 | +2.5% | 8,789 | $1.38M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -17,461 | -11.6% | 133,522 | $20.87M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -5,797 | -19.8% | 23,412 | $3.66M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +521 | +11.6% | 5,002 | $781.81K | Q2 2026 | Aug 19, 2026 |
| Fox Hill Wealth Management | Buy | +104 | +1.0% | 10,715 | $1.67M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +3 | +0.0% | 7,758 | $1.21M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,343 | +2.5% | 94,578 | $14.78M | Q2 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Sell | -325 | -12.0% | 2,385 | $372.77K | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Buy | +31 | +0.1% | 46,963 | $7.34M | Q2 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Sell | -10 | -0.2% | 6,361 | $994.22K | Q2 2026 | Aug 18, 2026 |
| Yukon Wealth Management, Inc. | Buy | +46,245 | +36.0% | 174,560 | $27.28M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +2,078 | +1.7% | 124,681 | $19.49M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +1,112 | +3.0% | 37,794 | $5.91M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +795 | +18.3% | 5,135 | $803.00K | Q2 2026 | Aug 17, 2026 |
| Dearborn Partners Llc | Sell | -261 | -4.8% | 5,211 | $814.48K | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +100 | +4.2% | 2,503 | $391.20K | Q2 2026 | Aug 17, 2026 |
| Atlasmark Financial, Inc | Sell | -72 | -4.1% | 1,671 | $261.18K | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +31 | +12.4% | 282 | $44.09K | Q2 2026 | Aug 17, 2026 |
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.