DVY Institutional Ownership & Shareholders
ISHARES SELECT DIVIDEND ETF (DVY) is currently held by 1,429 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.31B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of DVY tracked by InsiderSet, reporting ownership valued at approximately $1.10B 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 $1.14B, representing an estimated gain of +3.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% 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
1,429
Total Reported Value
$10.31B
Largest Holder
Bank Of America Corp
Largest Position
$1.10B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.07% | 7,018,222 | $1,096,948,063 | $1,140,671,622 | +$43,723,559 | +3.99% | |
| Morgan Stanley | 0.05% | 6,569,499 | $1,026,813,066 | $1,067,740,672 | +$40,927,606 | +3.99% | |
| Wells Fargo & Company/Mn | 0.11% | 3,865,664 | $604,203,266 | $628,286,370 | +$24,083,104 | +3.99% | |
| Northern Trust Corp | 0.06% | 3,079,966 | $481,398,686 | $500,586,874 | +$19,188,188 | +3.99% | |
| Pnc Financial Services Group, Inc. | 0.25% | 2,933,233 | $458,464,315 | $476,738,359 | +$18,274,044 | +3.99% | |
| Royal Bank Of Canada | 0.07% | 2,697,759 | $421,661,000 | $438,466,770 | +$16,805,770 | +3.99% | |
| Lpl Financial Llc | 0.07% | 1,861,748 | $290,991,258 | $302,589,902 | +$11,598,644 | +3.99% | |
| Jpmorgan Chase & Co | 0.01% | 1,607,768 | $253,866,636 | $261,310,533 | +$7,443,897 | +2.93% | |
| Bank Of New York Mellon Corp | 0.04% | 1,589,062 | $248,370,398 | $258,270,247 | +$9,899,849 | +3.99% | |
| Envestnet Asset Management Inc | 0.06% | 1,576,255 | $246,334,072 | $256,188,725 | +$9,854,653 | +4.00% | |
| Raymond James Financial Inc | 0.05% | 1,229,015 | $192,095,047 | $199,751,808 | +$7,656,761 | +3.99% | |
| Ubs Group Ag | 0.03% | 1,106,849 | $173,000,499 | $179,896,168 | +$6,895,669 | +3.99% | |
| Us Bancorp \De\ | 0.19% | 1,086,066 | $169,752,115 | $176,518,307 | +$6,766,192 | +3.99% | |
| Truist Financial Corp | 0.19% | 1,064,512 | $161,880,265 | $173,015,135 | +$11,134,870 | +6.88% | |
| Howard Capital Management Inc. | 1.86% | 1,011,427 | $153,807,704 | $164,387,230 | +$10,579,526 | +6.88% | |
| Bank Of Montreal | 0.05% | 797,353 | $124,626,275 | $129,593,783 | +$4,967,508 | +3.99% | |
| Fifth Third Bancorp | 0.17% | 658,941 | $102,992,432 | $107,097,681 | +$4,105,249 | +3.99% | |
| Northside Capital Management, Llc | 7.90% | 651,393 | $99,057,475 | $105,870,904 | +$6,813,429 | +6.88% | |
| Goldman Sachs Group Inc | 0.01% | 592,143 | $92,551,890 | $96,241,002 | +$3,689,112 | +3.99% | |
| Cetera Investment Advisers | 0.08% | 572,204 | $89,435,491 | $93,000,316 | +$3,564,825 | +3.99% | |
| Rockefeller Capital Management L.P. | 0.13% | 562,230 | $87,876,767 | $91,379,242 | +$3,502,475 | +3.99% | |
| Commonwealth Equity Services, Llc | 0.11% | 568,018 | $86,378,567 | $92,319,966 | +$5,941,399 | +6.88% | |
| Osaic Holdings, Inc. | 0.09% | 497,660 | $77,817,507 | $80,884,680 | +$3,067,173 | +3.94% | |
| Ameriprise Financial Inc | 0.02% | 492,688 | $77,177,522 | $80,076,581 | +$2,899,059 | +3.76% | |
| Focus Partners Wealth | 0.08% | 478,071 | $74,741,386 | $77,700,880 | +$2,959,494 | +3.96% | |
| Huntington National Bank | 0.25% | 330,484 | $51,654,743 | $53,713,565 | +$2,058,822 | +3.99% | |
| Amg National Trust Bank | 1.03% | 320,541 | $50,100,468 | $52,097,529 | +$1,997,061 | +3.99% | |
| Mariner, Llc | 0.05% | 318,240 | $49,784,272 | $51,723,547 | +$1,939,275 | +3.90% | |
| Stifel Financial Corp | 0.04% | 315,359 | $49,291,159 | $51,255,298 | +$1,964,139 | +3.98% | |
| Creative Planning | 0.03% | 319,421 | $48,574,296 | $51,915,495 | +$3,341,199 | +6.88% | |
| Pinnacle Financial Partners, Inc. | 0.33% | 307,307 | $48,032,150 | $49,946,607 | +$1,914,457 | +3.99% | |
| Cibc World Market Inc. | 0.07% | 276,587 | $43,230,548 | $44,953,685 | +$1,723,137 | +3.99% | |
| Commerce Bank | 0.19% | 275,338 | $43,035,330 | $44,750,685 | +$1,715,355 | +3.99% | |
| Moment Partners, Llc | 7.61% | 270,057 | $42,209,983 | $43,892,364 | +$1,682,381 | +3.99% | |
| Glenmede Trust Co Na | 0.17% | 249,302 | $38,965,902 | $40,519,054 | +$1,553,152 | +3.99% | |
| Private Advisor Group, Llc | 0.18% | 249,102 | $38,934,614 | $40,486,548 | +$1,551,934 | +3.99% | |
| M&T Bank Corp | 0.13% | 253,777 | $38,424,375 | $41,246,376 | +$2,822,001 | +7.34% | |
| Baird Financial Group, Inc. | 0.05% | 242,437 | $37,892,903 | $39,403,286 | +$1,510,383 | +3.99% | |
| Janney Montgomery Scott Llc | 0.07% | 240,143 | $37,534,000 | $39,030,442 | +$1,496,442 | +3.99% | |
| Lbmc Investment Advisors, Llc | 1.96% | 231,257 | $36,145,493 | $37,586,200 | +$1,440,707 | +3.99% | |
| Hb Wealth Management, Llc | 0.17% | 222,372 | $33,816,168 | $36,142,121 | +$2,325,953 | +6.88% | |
| Assetmark, Inc | 0.05% | 213,884 | $32,525,340 | $34,762,567 | +$2,237,227 | +6.88% | |
| Fmr Llc | 0.00% | 202,534 | $31,656,117 | $32,917,851 | +$1,261,734 | +3.99% | |
| Valmark Advisers, Inc. | 0.30% | 179,186 | $28,006,841 | $29,123,101 | +$1,116,260 | +3.99% | |
| Myda Advisors Llc | 6.65% | 175,000 | $27,352,500 | $28,442,750 | +$1,090,250 | +3.99% | |
| Yukon Wealth Management, Inc. | 7.81% | 174,560 | $27,283,789 | $28,371,237 | +$1,087,448 | +3.99% | |
| Blair William & Co/Il | 0.07% | 167,181 | $26,130,399 | $27,171,928 | +$1,041,529 | +3.99% | |
| Bnp Paribas Financial Markets | 0.01% | 162,879 | $25,457,988 | $26,472,724 | +$1,014,736 | +3.99% | |
| Ellis Investment Partners, Llc | 3.78% | 166,482 | $25,316,954 | $27,058,319 | +$1,741,365 | +6.88% | |
| Sterling Investment Advisors, Ltd. | 4.16% | 354,985 | $25,200,864 | $57,695,712 | +$32,494,848 | +128.94% |
Frequently asked questions about DVY
Who are the largest institutional holders of DVY?
The largest institutional holders of DVY reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, Northern Trust Corp, and Pnc Financial Services Group, Inc.. InsiderSet ranks institutional holders by their latest reported DVY position.
What is DVY institutional ownership?
This page tracks DVY positions reported by institutional investment managers through SEC Form 13F. ISHARES SELECT DIVIDEND ETF (DVY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DVY?
InsiderSet currently tracks 1,429 institutional managers reporting DVY 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 DVY shareholders.
How much DVY stock do institutions own?
Institutional investment managers disclosed approximately $10.31B in DVY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DVY institutional ownership last updated?
The latest DVY 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 DVY 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 DVY position after the reporting date.
Are institutions buying or selling DVY?
Institutional buying and selling can be analyzed by comparing DVY positions across consecutive 13F reporting periods. InsiderSet's DVY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DVY ownership changes.
How has DVY institutional ownership changed over time?
InsiderSet tracks DVY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.