ISHARES SELECT DIVIDEND ETF (DVY) Institutional Shareholders
ISHARES SELECT DIVIDEND ETF (DVY) 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 $9.93B in DVY holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of DVY tracked by InsiderSet, reporting ownership valued at approximately $1.22B in its March 31, 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 $1.30B, representing an estimated gain of +6.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed DVY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ISHARES SELECT DIVIDEND ETF (DVY).
This page ranks the largest institutional DVY 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
1,396
Total Reported Value
$9.93B
Largest Holder
Bank Of America Corp
Largest Position
$1.22B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.09% | 8,065,913 | $1,221,259,959 | $1,300,305,835 | +$79,045,876 | +6.47% | |
| Morgan Stanley | 0.06% | 6,518,944 | $987,033,576 | $1,050,918,962 | +$63,885,386 | +6.47% | |
| Wells Fargo & Company/Mn | 0.12% | 3,808,227 | $576,603,652 | $613,924,275 | +$37,320,623 | +6.47% | |
| Northern Trust Corp | 0.06% | 3,106,667 | $470,380,451 | $500,825,787 | +$30,445,336 | +6.47% | |
| Pnc Financial Services Group, Inc. | 0.29% | 2,966,918 | $449,221,030 | $478,296,851 | +$29,075,821 | +6.47% | |
| Royal Bank Of Canada | 0.08% | 2,746,436 | $415,836,000 | $442,752,948 | +$26,916,948 | +6.47% | |
| Lpl Financial Llc | 0.07% | 1,791,778 | $271,293,125 | $288,852,531 | +$17,559,406 | +6.47% | |
| Bank Of New York Mellon Corp | 0.04% | 1,608,990 | $243,617,189 | $259,385,278 | +$15,768,089 | +6.47% | |
| Envestnet Asset Management Inc | 0.06% | 1,487,430 | $225,211,851 | $239,788,590 | +$14,576,739 | +6.47% | |
| Raymond James Financial Inc | 0.06% | 1,184,494 | $179,344,342 | $190,952,278 | +$11,607,936 | +6.47% | |
| Ubs Group Ag | 0.03% | 1,163,600 | $176,180,676 | $187,583,956 | +$11,403,280 | +6.47% | |
| Us Bancorp \De\ | 0.20% | 1,103,131 | $167,025,064 | $177,835,749 | +$10,810,685 | +6.47% | |
| Truist Financial Corp | 0.22% | 1,099,024 | $166,403,266 | $177,173,659 | +$10,770,393 | +6.47% | |
| Howard Capital Management Inc. | 2.50% | 1,011,427 | $153,140,162 | $163,052,147 | +$9,911,985 | +6.47% | |
| Bank Of Montreal | 0.05% | 768,498 | $116,358,271 | $123,889,563 | +$7,531,292 | +6.47% | |
| Goldman Sachs Group Inc | 0.01% | 692,694 | $104,880,814 | $111,669,200 | +$6,788,386 | +6.47% | |
| Northside Capital Management, Llc | 8.33% | 651,372 | $101,809,583 | $105,007,680 | +$3,198,097 | +3.14% | |
| Fifth Third Bancorp | 0.18% | 645,684 | $97,763,057 | $104,090,718 | +$6,327,661 | +6.47% | |
| Commonwealth Equity Services, Llc | 0.12% | 590,546 | $89,414,555 | $95,201,921 | +$5,787,366 | +6.47% | |
| Rockefeller Capital Management L.P. | 0.15% | 551,385 | $83,485,524 | $88,888,776 | +$5,403,252 | +6.47% | |
| Cetera Investment Advisers | 0.09% | 539,922 | $81,749,614 | $87,040,826 | +$5,291,212 | +6.47% | |
| Ameriprise Financial Inc | 0.02% | 503,672 | $76,226,669 | $81,196,963 | +$4,970,294 | +6.52% | |
| Osaic Holdings, Inc. | 0.11% | 485,314 | $73,510,192 | $78,237,470 | +$4,727,278 | +6.43% | |
| Focus Partners Wealth | 0.08% | 465,699 | $70,517,400 | $75,075,336 | +$4,557,936 | +6.46% | |
| Northwestern Mutual Wealth Management Co | 0.04% | 412,591 | $62,470,462 | $66,513,795 | +$4,043,333 | +6.47% | |
| Mariner, Llc | 0.07% | 395,961 | $59,948,315 | $63,832,873 | +$3,884,558 | +6.48% | |
| Hightower Advisors, Llc | 0.05% | 331,481 | $50,189,354 | $53,438,052 | +$3,248,698 | +6.47% | |
| Huntington National Bank | 0.28% | 329,415 | $49,876,785 | $53,104,992 | +$3,228,207 | +6.47% | |
| Creative Planning | 0.03% | 317,572 | $48,083,643 | $51,195,782 | +$3,112,139 | +6.47% | |
| Amg National Trust Bank | 1.03% | 313,946 | $47,534,680 | $50,611,235 | +$3,076,555 | +6.47% | |
| Stifel Financial Corp | 0.04% | 311,822 | $47,212,837 | $50,268,825 | +$3,055,988 | +6.47% | |
| Pinnacle Financial Partners, Inc. | 0.35% | 300,002 | $45,427,205 | $48,363,322 | +$2,936,117 | +6.46% | |
| Arcus Capital Partners, Llc | 8.14% | 310,838 | $45,331,750 | $50,110,194 | +$4,778,444 | +10.54% | |
| Cibc World Market Inc. | 0.08% | 283,465 | $42,919,436 | $45,697,393 | +$2,777,957 | +6.47% | |
| Commerce Bank | 0.21% | 280,769 | $42,511,234 | $45,262,770 | +$2,751,536 | +6.47% | |
| Myda Advisors Llc | 9.29% | 260,000 | $39,366,600 | $41,914,600 | +$2,548,000 | +6.47% | |
| Moment Partners, Llc | 6.99% | 258,828 | $39,189,207 | $41,725,662 | +$2,536,455 | +6.47% | |
| M&T Bank Corp | 0.13% | 253,777 | $38,424,375 | $40,911,390 | +$2,487,015 | +6.47% | |
| Baird Financial Group, Inc. | 0.06% | 242,901 | $36,777,641 | $39,158,070 | +$2,380,429 | +6.47% | |
| Lbmc Investment Advisors, Llc | 2.13% | 230,707 | $34,931,406 | $37,192,275 | +$2,260,869 | +6.47% | |
| Assetmark, Inc | 0.07% | 220,488 | $33,384,088 | $35,544,870 | +$2,160,782 | +6.47% | |
| Private Advisor Group, Llc | 0.15% | 213,855 | $32,379,779 | $34,475,565 | +$2,095,786 | +6.47% | |
| Fmr Llc | 0.00% | 193,751 | $29,335,939 | $31,234,599 | +$1,898,660 | +6.47% | |
| Ellis Investment Partners, Llc | 4.98% | 189,696 | $28,721,995 | $30,580,892 | +$1,858,897 | +6.47% | |
| Miller Howard Investments Inc | 0.76% | 184,182 | $27,887,018 | $29,691,980 | +$1,804,962 | +6.47% | |
| Valmark Advisers, Inc. | 0.33% | 181,493 | $27,479,883 | $29,258,487 | +$1,778,604 | +6.47% | |
| Franklin Resources Inc | 0.01% | 179,913 | $27,240,627 | $29,003,775 | +$1,763,148 | +6.47% | |
| Kestra Advisory Services, Llc | 0.10% | 165,919 | $25,121,793 | $26,747,802 | +$1,626,009 | +6.47% | |
| Blair William & Co/Il | 0.07% | 165,348 | $25,035,274 | $26,655,751 | +$1,620,477 | +6.47% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 160,088 | $24,307,818 | $25,807,786 | +$1,499,968 | +6.17% |
Frequently asked questions about DVY
Who owns the most DVY stock?
The largest holders of DVY 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 SELECT DIVIDEND ETF (DVY).
Is DVY widely held by superinvestors?
Many widely followed stocks like DVY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DVY 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.