BDJ Institutional Ownership & Shareholders
BLACKROCK ENHANCED EQTY DVD (BDJ) is currently held by 215 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $296.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of BDJ tracked by InsiderSet, reporting ownership valued at approximately $42.79M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $42.92M, representing an estimated gain of +0.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed BDJ value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Morgan Stanley, Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in BLACKROCK ENHANCED EQTY DVD (BDJ).
This page ranks the largest institutional BDJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
215
Total Reported Value
$296.31M
Largest Holder
Raymond James Financial Inc
Largest Position
$42.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 4,470,795 | $42,785,510 | $42,919,632 | +$134,122 | +0.31% | |
| Morgan Stanley | 0.00% | 3,384,379 | $32,388,521 | $32,490,038 | +$101,517 | +0.31% | |
| Guggenheim Capital Llc | 0.15% | 2,373,919 | $22,718,405 | $22,789,622 | +$71,217 | +0.31% | |
| Invesco Ltd. | 0.00% | 2,331,668 | $22,314,062 | $22,384,013 | +$69,951 | +0.31% | |
| Wells Fargo & Company/Mn | 0.00% | 2,312,905 | $22,134,493 | $22,203,888 | +$69,395 | +0.31% | |
| Lpl Financial Llc | 0.00% | 1,907,801 | $18,257,653 | $18,314,890 | +$57,237 | +0.31% | |
| Stifel Financial Corp | 0.01% | 1,111,630 | $10,638,307 | $10,671,648 | +$33,341 | +0.31% | |
| Waterfront Wealth Inc. | 1.27% | 848,328 | $8,203,333 | $8,143,949 | -$59,384 | -0.72% | |
| Royal Bank Of Canada | 0.00% | 801,250 | $7,668,000 | $7,692,000 | +$24,000 | +0.31% | |
| Ubs Group Ag | 0.00% | 646,120 | $6,183,369 | $6,202,752 | +$19,383 | +0.31% | |
| Boothe Investment Group, Inc. | 1.72% | 641,972 | $6,034,535 | $6,162,931 | +$128,396 | +2.13% | |
| Janney Montgomery Scott Llc | 0.01% | 618,636 | $5,920,000 | $5,938,906 | +$18,906 | +0.32% | |
| Advisors Asset Management, Inc. | 0.08% | 569,372 | $5,739,270 | $5,465,971 | -$273,299 | -4.76% | |
| Bank Of America Corp | 0.00% | 560,315 | $5,362,213 | $5,379,024 | +$16,811 | +0.31% | |
| Osaic Holdings, Inc. | 0.01% | 547,128 | $5,236,059 | $5,252,429 | +$16,370 | +0.31% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 428,587 | $4,101,574 | $4,114,435 | +$12,861 | +0.31% | |
| Cerity Partners Llc | 0.00% | 346,195 | $3,313,097 | $3,323,472 | +$10,375 | +0.31% | |
| Baird Financial Group, Inc. | 0.00% | 276,049 | $2,641,788 | $2,650,070 | +$8,282 | +0.31% | |
| Ameriprise Financial Inc | 0.00% | 249,494 | $2,387,657 | $2,395,142 | +$7,485 | +0.31% | |
| Cetera Investment Advisers | 0.00% | 249,142 | $2,384,294 | $2,391,763 | +$7,469 | +0.31% | |
| Shaker Financial Services, Llc | 0.72% | 231,344 | $2,174,634 | $2,220,902 | +$46,268 | +2.13% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 185,675 | $1,776,910 | $1,782,480 | +$5,570 | +0.31% | |
| Commonwealth Equity Services, Llc | 0.00% | 156,674 | $1,499,367 | $1,504,070 | +$4,703 | +0.31% | |
| Capital Investment Advisory Services, Llc | 0.09% | 147,550 | $1,386,967 | $1,416,480 | +$29,513 | +2.13% | |
| Hennion & Walsh Asset Management, Inc. | 0.04% | 147,107 | $1,382,806 | $1,412,227 | +$29,421 | +2.13% | |
| Newedge Advisors, Llc | 0.00% | 130,565 | $1,249,509 | $1,253,424 | +$3,915 | +0.31% | |
| Waverly Advisors, Llc | 0.01% | 127,409 | $1,219,308 | $1,223,126 | +$3,818 | +0.31% | |
| &Partners | 0.00% | 126,772 | $1,213,204 | $1,217,011 | +$3,807 | +0.31% | |
| Shulman Demeo Asset Management Llc | 0.24% | 128,926 | $1,204,174 | $1,237,690 | +$33,516 | +2.78% | |
| Iht Wealth Management, Llc | 0.02% | 114,750 | $1,098,159 | $1,101,600 | +$3,441 | +0.31% | |
| Kingswood Wealth Advisors, Llc | 0.04% | 111,412 | $1,047,273 | $1,069,555 | +$22,282 | +2.13% | |
| Centurion Wealth Management Llc | 0.23% | 102,077 | $959,528 | $979,939 | +$20,411 | +2.13% | |
| Rockefeller Capital Management L.P. | 0.00% | 100,246 | $959,362 | $962,362 | +$3,000 | +0.31% | |
| Sanctuary Advisors, Llc | 0.00% | 98,621 | $943,803 | $946,762 | +$2,959 | +0.31% | |
| Wealthtrust Axiom Llc | 0.21% | 97,206 | $930,259 | $933,178 | +$2,919 | +0.31% | |
| David J Yvars Group | 0.42% | 96,237 | $907,966 | $923,875 | +$15,909 | +1.75% | |
| Wolverine Asset Management Llc | 0.01% | 93,359 | $893,446 | $896,246 | +$2,800 | +0.31% | |
| Pmg Family Office Llc | 0.81% | 93,174 | $875,836 | $894,470 | +$18,634 | +2.13% | |
| Kestra Advisory Services, Llc | 0.00% | 91,461 | $875,286 | $878,026 | +$2,740 | +0.31% | |
| Farther Finance Advisors, Llc | 0.01% | 86,342 | $811,611 | $828,883 | +$17,272 | +2.13% | |
| Kovack Advisors, Inc. | 0.04% | 84,025 | $804,119 | $806,640 | +$2,521 | +0.31% | |
| Private Advisor Group, Llc | 0.00% | 69,730 | $667,313 | $669,408 | +$2,095 | +0.31% | |
| Calamos Advisors Llc | 0.00% | 69,348 | $663,660 | $665,741 | +$2,081 | +0.31% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 69,309 | $663,287 | $665,366 | +$2,079 | +0.31% | |
| Regions Financial Corp | 0.00% | 65,000 | $622,050 | $624,000 | +$1,950 | +0.31% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 62,654 | $593,336 | $601,478 | +$8,142 | +1.37% | |
| Wealthspire Advisors, Llc | 0.00% | 60,741 | $581,292 | $583,114 | +$1,822 | +0.31% | |
| Xtx Topco Ltd | 0.01% | 57,316 | $548,514 | $550,234 | +$1,720 | +0.31% | |
| Palogic Value Management, L.P. | 0.19% | 57,000 | $545,490 | $547,200 | +$1,710 | +0.31% | |
| Wcg Wealth Advisors Llc | 0.01% | 56,009 | $536,003 | $537,686 | +$1,683 | +0.31% |
Frequently asked questions about BDJ
Who are the largest institutional holders of BDJ?
The largest institutional holders of BDJ reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Morgan Stanley, Guggenheim Capital Llc, Invesco Ltd., and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported BDJ position.
What is BDJ institutional ownership?
This page tracks BDJ positions reported by institutional investment managers through SEC Form 13F. BLACKROCK ENHANCED EQTY DVD (BDJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BDJ?
InsiderSet currently tracks 215 institutional managers reporting BDJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BDJ shareholders.
How much BDJ stock do institutions own?
Institutional investment managers disclosed approximately $296.31M in BDJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BDJ institutional ownership last updated?
The latest BDJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BDJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BDJ position after the reporting date.
Are institutions buying or selling BDJ?
Institutional buying and selling can be analyzed by comparing BDJ positions across consecutive 13F reporting periods. InsiderSet's BDJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BDJ ownership changes.
How has BDJ institutional ownership changed over time?
InsiderSet tracks BDJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.