BDVL Institutional Ownership & Shareholders
ISHARES DV EQUITY ACTIVE ETF (BDVL) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.93B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of BDVL tracked by InsiderSet, reporting ownership valued at approximately $892.92M 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 $910.11M, representing an estimated gain of +1.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed BDVL value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Mml Investors Services, Llc, and several other long-term asset managers with concentrated positions in ISHARES DV EQUITY ACTIVE ETF (BDVL).
This page ranks the largest institutional BDVL 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
98
Total Reported Value
$1.93B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$892.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.21% | 34,369,707 | $892,924,976 | $910,109,841 | +$17,184,865 | +1.92% | |
| Lpl Financial Llc | 0.08% | 13,770,668 | $357,761,963 | $364,647,289 | +$6,885,326 | +1.92% | |
| Mml Investors Services, Llc | 0.39% | 7,403,309 | $192,337,964 | $196,039,622 | +$3,701,658 | +1.92% | |
| Wells Fargo & Company/Mn | 0.02% | 5,281,647 | $137,217,190 | $139,858,013 | +$2,640,823 | +1.92% | |
| Jpmorgan Chase & Co | 0.01% | 3,461,669 | $89,520,502 | $91,664,995 | +$2,144,493 | +2.40% | |
| Cetera Investment Advisers | 0.07% | 2,955,468 | $76,783,055 | $78,260,793 | +$1,477,738 | +1.92% | |
| Envestnet Portfolio Solutions, Inc. | 0.11% | 852,768 | $22,154,913 | $22,581,297 | +$426,384 | +1.92% | |
| Wbh Advisory Inc | 1.40% | 802,839 | $20,857,776 | $21,259,177 | +$401,401 | +1.92% | |
| Sequoia Financial Advisors | 0.06% | 496,841 | $12,907,928 | $13,156,350 | +$248,422 | +1.92% | |
| Susquehanna International Group, Llp | 0.01% | 479,625 | $12,460,658 | $12,700,470 | +$239,812 | +1.92% | |
| Waverly Advisors, Llc | 0.06% | 388,782 | $10,100,553 | $10,294,947 | +$194,394 | +1.92% | |
| Northrock Partners, Llc | 0.14% | 378,158 | $9,824,551 | $10,013,624 | +$189,073 | +1.92% | |
| Sanctuary Advisors, Llc | 0.04% | 365,322 | $9,491,053 | $9,673,727 | +$182,674 | +1.92% | |
| World Investment Advisors | 0.15% | 345,448 | $8,974,531 | $9,147,463 | +$172,932 | +1.93% | |
| Invst, Llc | 0.86% | 339,287 | $8,814,675 | $8,984,320 | +$169,645 | +1.92% | |
| Beacon Bridge Wealth Partners, Llc | 1.54% | 207,920 | $5,401,774 | $5,505,722 | +$103,948 | +1.92% | |
| Regal Investment Advisors Llc | 0.23% | 167,905 | $4,362,181 | $4,446,124 | +$83,943 | +1.92% | |
| Integrated Wealth Concepts Llc | 0.03% | 165,768 | $4,306,658 | $4,389,537 | +$82,879 | +1.92% | |
| Legacy Wealth Managment, Llc/Id | 1.51% | 140,966 | $3,662,285 | $3,732,780 | +$70,495 | +1.92% | |
| Silverlake Wealth Management Llc | 0.57% | 115,032 | $3,004,626 | $3,046,047 | +$41,421 | +1.38% | |
| Founders Financial Securities Llc | 0.14% | 111,344 | $2,908,305 | $2,948,389 | +$40,084 | +1.38% | |
| B. Riley Wealth Advisors, Inc. | 0.09% | 83,390 | $2,178,158 | $2,208,167 | +$30,009 | +1.38% | |
| Citadel Advisors Llc | 0.00% | 83,456 | $2,168,187 | $2,209,915 | +$41,728 | +1.92% | |
| Osaic Holdings, Inc. | 0.00% | 82,117 | $2,133,454 | $2,174,458 | +$41,004 | +1.92% | |
| Rda Financial Network | 0.44% | 78,154 | $2,041,384 | $2,069,518 | +$28,134 | +1.38% | |
| Orion Porfolio Solutions, Llc | 0.02% | 76,772 | $1,994,542 | $2,032,923 | +$38,381 | +1.92% | |
| Transamerica Financial Advisors, Llc | 0.16% | 71,645 | $1,861,360 | $1,897,160 | +$35,800 | +1.92% | |
| Strategic Blueprint, Llc | 0.09% | 68,814 | $1,797,416 | $1,822,195 | +$24,779 | +1.38% | |
| Commonwealth Equity Services, Llc | 0.00% | 58,103 | $1,517,640 | $1,538,567 | +$20,927 | +1.38% | |
| Vise Technologies, Inc. | 0.01% | 57,269 | $1,495,854 | $1,516,483 | +$20,629 | +1.38% | |
| Geowealth Management, Llc | 0.04% | 54,136 | $1,406,503 | $1,433,521 | +$27,018 | +1.92% | |
| Claro Advisors Inc. | 0.13% | 49,460 | $1,291,897 | $1,309,701 | +$17,804 | +1.38% | |
| Two West Capital Advisors Llc | 0.63% | 48,782 | $1,277,837 | $1,291,747 | +$13,910 | +1.09% | |
| Longview Wealth Management | 0.31% | 48,675 | $1,271,399 | $1,288,914 | +$17,515 | +1.38% | |
| Milestone Asset Management Group, Llc | 0.59% | 48,595 | $1,269,289 | $1,286,796 | +$17,507 | +1.38% | |
| Frisch Financial Group, Inc. | 0.20% | 45,741 | $1,188,351 | $1,211,222 | +$22,871 | +1.92% | |
| Oneascent Financial Services Llc | 0.05% | 42,925 | $1,115,198 | $1,136,654 | +$21,456 | +1.92% | |
| Wealthgarden F.S. Llc | 0.52% | 35,468 | $921,459 | $939,193 | +$17,734 | +1.92% | |
| Aptus Capital Advisors, Llc | 0.01% | 30,243 | $785,713 | $800,835 | +$15,122 | +1.92% | |
| Cpwa, Llc | 0.90% | 29,925 | $777,456 | $792,414 | +$14,958 | +1.92% | |
| Blackrock, Inc. | 0.00% | 27,979 | $726,894 | $740,884 | +$13,990 | +1.92% | |
| Advisory Services Network, Llc | 0.01% | 27,181 | $706,152 | $719,753 | +$13,601 | +1.93% | |
| Fortis Advisors, Llc | 0.32% | 26,518 | $688,941 | $702,197 | +$13,256 | +1.92% | |
| Msh Capital Advisors Llc | 0.12% | 26,317 | $683,727 | $696,874 | +$13,147 | +1.92% | |
| Legacy Edge Advisors, Llc | 0.08% | 26,889 | $672,225 | $712,021 | +$39,796 | +5.92% | |
| Private Trust Co Na | 0.05% | 25,678 | $670,709 | $679,953 | +$9,244 | +1.38% | |
| Wcg Wealth Advisors Llc | 0.02% | 24,419 | $634,398 | $646,615 | +$12,217 | +1.93% | |
| Private Advisor Group, Llc | 0.00% | 22,798 | $592,285 | $603,691 | +$11,406 | +1.93% | |
| Aegis Wealth Management, Inc. | 0.35% | 22,636 | $591,246 | $599,401 | +$8,155 | +1.38% | |
| Advisors Capital Management, Llc | 0.01% | 22,543 | $585,667 | $596,939 | +$11,272 | +1.92% |
Frequently asked questions about BDVL
Who are the largest institutional holders of BDVL?
The largest institutional holders of BDVL reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, Mml Investors Services, Llc, Wells Fargo & Company/Mn, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported BDVL position.
What is BDVL institutional ownership?
This page tracks BDVL positions reported by institutional investment managers through SEC Form 13F. ISHARES DV EQUITY ACTIVE ETF (BDVL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BDVL?
InsiderSet currently tracks 98 institutional managers reporting BDVL 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 BDVL shareholders.
How much BDVL stock do institutions own?
Institutional investment managers disclosed approximately $1.93B in BDVL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BDVL institutional ownership last updated?
The latest BDVL 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 BDVL 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 BDVL position after the reporting date.
Are institutions buying or selling BDVL?
Institutional buying and selling can be analyzed by comparing BDVL positions across consecutive 13F reporting periods. InsiderSet's BDVL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BDVL ownership changes.
How has BDVL institutional ownership changed over time?
InsiderSet tracks BDVL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.