BDVL iShares Disciplined Volatility Equity Active ETF

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Institutionelle Eigentümer (13F) 103 Einreicher · $1.9B gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
18 (-1 vs. Vorquartal) 7 (+1 vs. Vorquartal) 51 (+30 vs. Vorquartal) 27 (-14 vs. Vorquartal) +6.3M

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
ENVESTNET ASSET MANAGEMENT INC $892.924.976 34.369.707 47,96% Aktien
LPL Financial LLC $357.761.963 13.770.668 19,22% Aktien
MML INVESTORS SERVICES, LLC $192.337.964 7.403.309 10,33% Aktien
JPMORGAN CHASE & CO $89.417.888 3.457.701 4,80% Aktien
Cetera Investment Advisers $76.783.055 2.955.468 4,12% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $53.479.544 2.058.489 2,87% Aktien
Envestnet Portfolio Solutions, Inc. $22.154.913 852.768 1,19% Aktien
WBH ADVISORY INC $20.857.776 802.839 1,12% Aktien
WELLS FARGO & COMPANY/MN $19.861.009 764.473 1,07% Aktien
Sequoia Financial Advisors, LLC $12.907.928 496.841 0,69% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12.460.658 479.625 0,67% Aktien
Waverly Advisors, LLC $10.100.553 388.782 0,54% Aktien
NorthRock Partners, LLC $9.824.551 378.158 0,53% Aktien
Sanctuary Advisors, LLC $9.491.053 365.322 0,51% Aktien
World Investment Advisors $8.974.531 345.448 0,48% Aktien
Invst, LLC $8.814.675 339.287 0,47% Aktien
Beacon Bridge Wealth Partners, LLC $5.401.774 207.920 0,29% Aktien
Integrated Wealth Concepts LLC $4.502.086 173.291 0,24% Aktien
Regal Investment Advisors LLC $4.362.181 167.905 0,23% Aktien
Legacy Wealth Managment, LLC/ID $3.662.285 140.966 0,20% Aktien
SILVERLAKE WEALTH MANAGEMENT LLC $3.198.934 123.131 0,17% Aktien
CITADEL ADVISORS LLC $2.168.187 83.456 0,12% Aktien
RDA Financial Network $2.076.401 79.923 0,11% Aktien
Orion Porfolio Solutions, LLC $1.994.542 76.772 0,11% Aktien
Transamerica Financial Advisors, LLC $1.861.360 71.645 0,10% Aktien
Strategic Blueprint, LLC $1.852.030 71.287 0,10% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $1.660.400 63.911 0,09% Aktien
B. Riley Wealth Advisors, Inc. $1.494.664 57.797 0,08% Aktien
Claro Advisors Inc. $1.405.832 54.112 0,08% Aktien
Milestone Asset Management Group, LLC $1.262.486 48.595 0,07% Aktien
GeoWealth Management, LLC $1.259.813 48.490 0,07% Aktien
LongView Wealth Management $1.245.931 47.957 0,07% Aktien
Two West Capital Advisors LLC $1.238.242 47.957 0,07% Aktien
Frisch Financial Group, Inc. $1.188.351 45.741 0,06% Aktien
OneAscent Financial Services LLC $1.115.198 42.925 0,06% Aktien
WEALTHGARDEN F.S. LLC $921.459 35.468 0,05% Aktien
Aptus Capital Advisors, LLC $785.713 30.243 0,04% Aktien
CPWA, LLC $777.456 29.925 0,04% Aktien
BlackRock, Inc. $726.894 27.979 0,04% Aktien
Legacy Edge Advisors, LLC $707.950 27.250 0,04% Aktien
Advisory Services Network, LLC $706.152 27.181 0,04% Aktien
Vise Technologies, Inc. $705.529 27.157 0,04% Aktien
Fortis Advisors, LLC $688.941 26.518 0,04% Aktien
MSH Capital Advisors LLC $683.727 26.317 0,04% Aktien
WCG Wealth Advisors LLC $634.398 24.419 0,03% Aktien
Private Advisor Group, LLC $592.285 22.798 0,03% Aktien
Advisors Capital Management, LLC $585.667 22.543 0,03% Aktien
Merit Financial Group, LLC $575.279 22.143 0,03% Aktien
Resurgent Financial Advisors LLC $560.700 21.582 0,03% Aktien
Wealthspire Advisors, LLC $536.072 20.634 0,03% Aktien
Advyzon Investment Management, LLC $523.206 20.139 0,03% Aktien
Vantus Wealth LLC $523.206 20.139 0,03% Aktien
OSAIC HOLDINGS, INC. $517.064 19.900 0,03% Aktien
StoneX Group Inc. $486.353 18.714 0,03% Aktien
Prospera Financial Services Inc $477.478 18.379 0,03% Aktien
PRIVATE TRUST CO NA $463.769 17.851 0,02% Aktien
Atria Investments, Inc $412.277 15.869 0,02% Aktien
Financial Sense Advisors, Inc. $401.577 15.457 0,02% Aktien
Vertex Planning Partners, LLC $401.339 15.448 0,02% Aktien
Sunbelt Securities, Inc. $381.251 15.467 0,02% Aktien
GTS SECURITIES LLC $348.418 13.411 0,02% Aktien
Ausdal Financial Partners, Inc. $345.844 13.312 0,02% Aktien
RESOLUTE WEALTH ADVISOR, INC. $330.163 13.394 0,02% Aktien
Freedom Investment Management, Inc. $302.994 11.663 0,02% Aktien
Magnus Financial Group LLC $299.718 11.536 0,02% Aktien
AMERIPRISE FINANCIAL INC $274.089 10.550 0,01% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $268.425 10.332 0,01% Aktien
FIFTH THIRD BANCORP $260.735 10.036 0,01% Aktien
ONE WEALTH CAPITAL MANAGEMENT, LLC $259.289 9.980 0,01% Aktien
Equitable Holdings, Inc. $251.381 9.676 0,01% Aktien
Valmark Advisers, Inc. $234.414 9.023 0,01% Aktien
FIDUCIARY FAMILY OFFICE, LLC $234.132 9.012 0,01% Aktien
Elevated Financial Group LLC $225.911 8.696 0,01% Aktien
IFG Advisory, LLC $223.893 8.618 0,01% Aktien
PNC Financial Services Group, Inc. $219.965 8.467 0,01% Aktien
Elevation Wealth Management LLC $218.440 8.408 0,01% Aktien
J.W. COLE ADVISORS, INC. $211.236 8.131 0,01% Aktien
UBS Group AG $184.718 7.110 0,01% Aktien
Continuum Advisory, LLC $149.099 5.739 0,01% Aktien
Smartleaf Asset Management LLC $131.940 5.101 0,01% Aktien
Park Place Capital Corp $116.479 4.483 0,01% Aktien
Global Retirement Partners, LLC $97.789 3.764 0,01% Aktien
ROYAL BANK OF CANADA $91.000 3.509 0,00% Aktien
ASSETMARK, INC $88.696 3.414 0,00% Aktien
Signature Equity Partners, LLC $81.626 3.142 0,00% Aktien
FMR LLC $81.467 3.136 0,00% Aktien
Qube Research & Technologies Ltd $59.988 2.309 0,00% Aktien
PARK AVENUE SECURITIES LLC $59.928 2.306.714 0,00% Aktien
BANK OF MONTREAL /CAN/ $52.090 2.005 0,00% Aktien
Cornerstone Planning Group LLC $48.525 1.870 0,00% Aktien
MORGAN STANLEY $41.230 1.587 0,00% Aktien
Windsor Advisory Group, LLC $38.107 1.467 0,00% Aktien
RAYMOND JAMES FINANCIAL INC $33.150 1.276 0,00% Aktien
HARBOUR INVESTMENTS, INC. $27.019 1.040 0,00% Aktien
CWM, LLC $16.244 659 0,00% Aktien
Farther Finance Advisors, LLC $14.185 546 0,00% Aktien
AMERIFLEX GROUP, INC. $13.900 535 0,00% Aktien
MERCER GLOBAL ADVISORS INC /ADV $12.548 483 0,00% Aktien
Allworth Financial LP $11.640 448 0,00% Aktien
BNP PARIBAS FINANCIAL MARKETS $5.638 217 0,00% Aktien