ISHARES DV EQUITY ACTIVE ETF (BDVL) Institutional Shareholders
ISHARES DV EQUITY ACTIVE ETF (BDVL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.99B in BDVL holdings during the latest filing period.
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 $904.76M, representing an estimated gain of +1.33% 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
$1.99B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$892.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
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 | $904,761,915 | +$11,836,939 | +1.33% | |
| Lpl Financial Llc | 0.08% | 13,770,668 | $357,761,963 | $362,504,573 | +$4,742,610 | +1.33% | |
| Mml Investors Services, Llc | 0.39% | 7,403,309 | $192,337,964 | $194,887,667 | +$2,549,703 | +1.33% | |
| Wells Fargo & Company/Mn | 0.02% | 5,281,647 | $137,217,190 | $139,036,188 | +$1,818,998 | +1.33% | |
| Jpmorgan Chase & Co | 0.01% | 3,461,669 | $89,520,502 | $91,126,359 | +$1,605,857 | +1.79% | |
| Cetera Investment Advisers | 0.07% | 2,955,468 | $76,783,055 | $77,800,922 | +$1,017,867 | +1.33% | |
| Park Avenue Securities Llc | 0.37% | 2,306,714 | $59,928,000 | $60,722,862 | +$794,862 | +1.33% | |
| Envestnet Portfolio Solutions, Inc. | 0.11% | 852,768 | $22,154,913 | $22,448,606 | +$293,693 | +1.33% | |
| Wbh Advisory Inc | 1.40% | 802,839 | $20,857,776 | $21,134,255 | +$276,479 | +1.33% | |
| Sequoia Financial Advisors | 0.06% | 496,841 | $12,907,928 | $13,079,041 | +$171,113 | +1.33% | |
| Susquehanna International Group, Llp | 0.01% | 479,625 | $12,460,658 | $12,625,840 | +$165,182 | +1.33% | |
| Waverly Advisors, Llc | 0.06% | 388,782 | $10,100,553 | $10,234,453 | +$133,900 | +1.33% | |
| Northrock Partners, Llc | 0.14% | 378,158 | $9,824,551 | $9,954,782 | +$130,231 | +1.33% | |
| Sanctuary Advisors, Llc | 0.04% | 365,322 | $9,491,053 | $9,616,882 | +$125,829 | +1.33% | |
| World Investment Advisors | 0.15% | 345,448 | $8,974,531 | $9,093,711 | +$119,180 | +1.33% | |
| Invst, Llc | 0.86% | 339,287 | $8,814,675 | $8,931,527 | +$116,852 | +1.33% | |
| Beacon Bridge Wealth Partners, Llc | 1.54% | 207,920 | $5,401,774 | $5,473,369 | +$71,595 | +1.33% | |
| Regal Investment Advisors Llc | 0.23% | 167,905 | $4,362,181 | $4,419,998 | +$57,817 | +1.33% | |
| Integrated Wealth Concepts Llc | 0.03% | 165,768 | $4,306,658 | $4,363,743 | +$57,085 | +1.33% | |
| Legacy Wealth Managment, Llc/Id | 1.51% | 140,966 | $3,662,285 | $3,710,845 | +$48,560 | +1.33% | |
| Silverlake Wealth Management Llc | 0.61% | 123,131 | $3,198,934 | $3,241,350 | +$42,416 | +1.33% | |
| Citadel Advisors Llc | 0.00% | 83,456 | $2,168,187 | $2,196,929 | +$28,742 | +1.33% | |
| Osaic Holdings, Inc. | 0.00% | 82,117 | $2,133,454 | $2,161,681 | +$28,227 | +1.32% | |
| Rda Financial Network | 0.45% | 79,923 | $2,076,401 | $2,103,925 | +$27,524 | +1.33% | |
| Orion Porfolio Solutions, Llc | 0.02% | 76,772 | $1,994,542 | $2,020,977 | +$26,435 | +1.33% | |
| Transamerica Financial Advisors, Llc | 0.16% | 71,645 | $1,861,360 | $1,886,012 | +$24,652 | +1.32% | |
| Strategic Blueprint, Llc | 0.09% | 71,287 | $1,852,030 | $1,876,588 | +$24,558 | +1.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 63,911 | $1,660,400 | $1,682,419 | +$22,019 | +1.33% | |
| Geowealth Management, Llc | 0.04% | 54,136 | $1,406,503 | $1,425,098 | +$18,595 | +1.32% | |
| Claro Advisors Inc. | 0.15% | 54,112 | $1,405,832 | $1,424,466 | +$18,634 | +1.33% | |
| Milestone Asset Management Group, Llc | 0.64% | 48,595 | $1,262,486 | $1,279,234 | +$16,748 | +1.33% | |
| Longview Wealth Management | 0.32% | 47,957 | $1,245,931 | $1,262,439 | +$16,508 | +1.32% | |
| Two West Capital Advisors Llc | 0.62% | 47,957 | $1,238,242 | $1,262,439 | +$24,197 | +1.95% | |
| Frisch Financial Group, Inc. | 0.20% | 45,741 | $1,188,351 | $1,204,104 | +$15,753 | +1.33% | |
| Oneascent Financial Services Llc | 0.05% | 42,925 | $1,115,198 | $1,129,975 | +$14,777 | +1.33% | |
| Wealthgarden F.S. Llc | 0.52% | 35,468 | $921,459 | $933,674 | +$12,215 | +1.33% | |
| Aptus Capital Advisors, Llc | 0.01% | 30,243 | $785,713 | $796,129 | +$10,416 | +1.33% | |
| Cpwa, Llc | 0.90% | 29,925 | $777,456 | $787,758 | +$10,302 | +1.33% | |
| Blackrock, Inc. | 0.00% | 27,979 | $726,894 | $736,530 | +$9,636 | +1.33% | |
| Advisory Services Network, Llc | 0.01% | 27,181 | $706,152 | $715,524 | +$9,372 | +1.33% | |
| Vise Technologies, Inc. | 0.01% | 27,157 | $705,529 | $714,892 | +$9,363 | +1.33% | |
| Fortis Advisors, Llc | 0.32% | 26,518 | $688,941 | $698,070 | +$9,129 | +1.33% | |
| Msh Capital Advisors Llc | 0.12% | 26,317 | $683,727 | $692,779 | +$9,052 | +1.32% | |
| Legacy Edge Advisors, Llc | 0.08% | 26,889 | $672,225 | $707,837 | +$35,612 | +5.30% | |
| Wcg Wealth Advisors Llc | 0.02% | 24,419 | $634,398 | $642,816 | +$8,418 | +1.33% | |
| Private Advisor Group, Llc | 0.00% | 22,798 | $592,285 | $600,144 | +$7,859 | +1.33% | |
| Advisors Capital Management, Llc | 0.01% | 22,543 | $585,667 | $593,431 | +$7,764 | +1.33% | |
| Advyzon Investment Management, Llc | 0.04% | 22,270 | $578,569 | $586,244 | +$7,675 | +1.33% | |
| Merit Financial Group, Llc | 0.00% | 22,143 | $575,279 | $582,901 | +$7,622 | +1.32% | |
| Resurgent Financial Advisors Llc | 0.16% | 21,582 | $560,700 | $568,133 | +$7,433 | +1.33% |
Frequently asked questions about BDVL
Who owns the most BDVL stock?
The largest holders of BDVL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES DV EQUITY ACTIVE ETF (BDVL).
Is BDVL widely held by superinvestors?
Many widely followed stocks like BDVL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BDVL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.