BDVL iShares Disciplined Volatility Equity Active ETF
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Institutional owners (13F) 103 filers · $1.9B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 18 (-1 vs prior Q) | 7 (+1 vs prior Q) | 51 (+30 vs prior Q) | 27 (-14 vs prior Q) | +6.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $892,924,976 | 34,369,707 | 47.96% | Shares |
| LPL Financial LLC | $357,761,963 | 13,770,668 | 19.22% | Shares |
| MML INVESTORS SERVICES, LLC | $192,337,964 | 7,403,309 | 10.33% | Shares |
| JPMORGAN CHASE & CO | $89,417,888 | 3,457,701 | 4.80% | Shares |
| Cetera Investment Advisers | $76,783,055 | 2,955,468 | 4.12% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $53,479,544 | 2,058,489 | 2.87% | Shares |
| Envestnet Portfolio Solutions, Inc. | $22,154,913 | 852,768 | 1.19% | Shares |
| WBH ADVISORY INC | $20,857,776 | 802,839 | 1.12% | Shares |
| WELLS FARGO & COMPANY/MN | $19,861,009 | 764,473 | 1.07% | Shares |
| Sequoia Financial Advisors, LLC | $12,907,928 | 496,841 | 0.69% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12,460,658 | 479,625 | 0.67% | Shares |
| Waverly Advisors, LLC | $10,100,553 | 388,782 | 0.54% | Shares |
| NorthRock Partners, LLC | $9,824,551 | 378,158 | 0.53% | Shares |
| Sanctuary Advisors, LLC | $9,491,053 | 365,322 | 0.51% | Shares |
| World Investment Advisors | $8,974,531 | 345,448 | 0.48% | Shares |
| Invst, LLC | $8,814,675 | 339,287 | 0.47% | Shares |
| Beacon Bridge Wealth Partners, LLC | $5,401,774 | 207,920 | 0.29% | Shares |
| Integrated Wealth Concepts LLC | $4,502,086 | 173,291 | 0.24% | Shares |
| Regal Investment Advisors LLC | $4,362,181 | 167,905 | 0.23% | Shares |
| Legacy Wealth Managment, LLC/ID | $3,662,285 | 140,966 | 0.20% | Shares |
| SILVERLAKE WEALTH MANAGEMENT LLC | $3,198,934 | 123,131 | 0.17% | Shares |
| CITADEL ADVISORS LLC | $2,168,187 | 83,456 | 0.12% | Shares |
| RDA Financial Network | $2,076,401 | 79,923 | 0.11% | Shares |
| Orion Porfolio Solutions, LLC | $1,994,542 | 76,772 | 0.11% | Shares |
| Transamerica Financial Advisors, LLC | $1,861,360 | 71,645 | 0.10% | Shares |
| Strategic Blueprint, LLC | $1,852,030 | 71,287 | 0.10% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $1,660,400 | 63,911 | 0.09% | Shares |
| B. Riley Wealth Advisors, Inc. | $1,494,664 | 57,797 | 0.08% | Shares |
| Claro Advisors Inc. | $1,405,832 | 54,112 | 0.08% | Shares |
| Milestone Asset Management Group, LLC | $1,262,486 | 48,595 | 0.07% | Shares |
| GeoWealth Management, LLC | $1,259,813 | 48,490 | 0.07% | Shares |
| LongView Wealth Management | $1,245,931 | 47,957 | 0.07% | Shares |
| Two West Capital Advisors LLC | $1,238,242 | 47,957 | 0.07% | Shares |
| Frisch Financial Group, Inc. | $1,188,351 | 45,741 | 0.06% | Shares |
| OneAscent Financial Services LLC | $1,115,198 | 42,925 | 0.06% | Shares |
| WEALTHGARDEN F.S. LLC | $921,459 | 35,468 | 0.05% | Shares |
| Aptus Capital Advisors, LLC | $785,713 | 30,243 | 0.04% | Shares |
| CPWA, LLC | $777,456 | 29,925 | 0.04% | Shares |
| BlackRock, Inc. | $726,894 | 27,979 | 0.04% | Shares |
| Legacy Edge Advisors, LLC | $707,950 | 27,250 | 0.04% | Shares |
| Advisory Services Network, LLC | $706,152 | 27,181 | 0.04% | Shares |
| Vise Technologies, Inc. | $705,529 | 27,157 | 0.04% | Shares |
| Fortis Advisors, LLC | $688,941 | 26,518 | 0.04% | Shares |
| MSH Capital Advisors LLC | $683,727 | 26,317 | 0.04% | Shares |
| WCG Wealth Advisors LLC | $634,398 | 24,419 | 0.03% | Shares |
| Private Advisor Group, LLC | $592,285 | 22,798 | 0.03% | Shares |
| Advisors Capital Management, LLC | $585,667 | 22,543 | 0.03% | Shares |
| Merit Financial Group, LLC | $575,279 | 22,143 | 0.03% | Shares |
| Resurgent Financial Advisors LLC | $560,700 | 21,582 | 0.03% | Shares |
| Wealthspire Advisors, LLC | $536,072 | 20,634 | 0.03% | Shares |
| Advyzon Investment Management, LLC | $523,206 | 20,139 | 0.03% | Shares |
| Vantus Wealth LLC | $523,206 | 20,139 | 0.03% | Shares |
| OSAIC HOLDINGS, INC. | $517,064 | 19,900 | 0.03% | Shares |
| StoneX Group Inc. | $486,353 | 18,714 | 0.03% | Shares |
| Prospera Financial Services Inc | $477,478 | 18,379 | 0.03% | Shares |
| PRIVATE TRUST CO NA | $463,769 | 17,851 | 0.02% | Shares |
| Atria Investments, Inc | $412,277 | 15,869 | 0.02% | Shares |
| Financial Sense Advisors, Inc. | $401,577 | 15,457 | 0.02% | Shares |
| Vertex Planning Partners, LLC | $401,339 | 15,448 | 0.02% | Shares |
| Sunbelt Securities, Inc. | $381,251 | 15,467 | 0.02% | Shares |
| GTS SECURITIES LLC | $348,418 | 13,411 | 0.02% | Shares |
| Ausdal Financial Partners, Inc. | $345,844 | 13,312 | 0.02% | Shares |
| RESOLUTE WEALTH ADVISOR, INC. | $330,163 | 13,394 | 0.02% | Shares |
| Freedom Investment Management, Inc. | $302,994 | 11,663 | 0.02% | Shares |
| Magnus Financial Group LLC | $299,718 | 11,536 | 0.02% | Shares |
| AMERIPRISE FINANCIAL INC | $274,089 | 10,550 | 0.01% | Shares |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $268,425 | 10,332 | 0.01% | Shares |
| FIFTH THIRD BANCORP | $260,735 | 10,036 | 0.01% | Shares |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $259,289 | 9,980 | 0.01% | Shares |
| Equitable Holdings, Inc. | $251,381 | 9,676 | 0.01% | Shares |
| Valmark Advisers, Inc. | $234,414 | 9,023 | 0.01% | Shares |
| FIDUCIARY FAMILY OFFICE, LLC | $234,132 | 9,012 | 0.01% | Shares |
| Elevated Financial Group LLC | $225,911 | 8,696 | 0.01% | Shares |
| IFG Advisory, LLC | $223,893 | 8,618 | 0.01% | Shares |
| PNC Financial Services Group, Inc. | $219,965 | 8,467 | 0.01% | Shares |
| Elevation Wealth Management LLC | $218,440 | 8,408 | 0.01% | Shares |
| J.W. COLE ADVISORS, INC. | $211,236 | 8,131 | 0.01% | Shares |
| UBS Group AG | $184,718 | 7,110 | 0.01% | Shares |
| Continuum Advisory, LLC | $149,099 | 5,739 | 0.01% | Shares |
| Smartleaf Asset Management LLC | $131,940 | 5,101 | 0.01% | Shares |
| Park Place Capital Corp | $116,479 | 4,483 | 0.01% | Shares |
| Global Retirement Partners, LLC | $97,789 | 3,764 | 0.01% | Shares |
| ROYAL BANK OF CANADA | $91,000 | 3,509 | 0.00% | Shares |
| ASSETMARK, INC | $88,696 | 3,414 | 0.00% | Shares |
| Signature Equity Partners, LLC | $81,626 | 3,142 | 0.00% | Shares |
| FMR LLC | $81,467 | 3,136 | 0.00% | Shares |
| Qube Research & Technologies Ltd | $59,988 | 2,309 | 0.00% | Shares |
| PARK AVENUE SECURITIES LLC | $59,928 | 2,306,714 | 0.00% | Shares |
| BANK OF MONTREAL /CAN/ | $52,090 | 2,005 | 0.00% | Shares |
| Cornerstone Planning Group LLC | $48,525 | 1,870 | 0.00% | Shares |
| MORGAN STANLEY | $41,230 | 1,587 | 0.00% | Shares |
| Windsor Advisory Group, LLC | $38,107 | 1,467 | 0.00% | Shares |
| RAYMOND JAMES FINANCIAL INC | $33,150 | 1,276 | 0.00% | Shares |
| HARBOUR INVESTMENTS, INC. | $27,019 | 1,040 | 0.00% | Shares |
| CWM, LLC | $16,244 | 659 | 0.00% | Shares |
| Farther Finance Advisors, LLC | $14,185 | 546 | 0.00% | Shares |
| AMERIFLEX GROUP, INC. | $13,900 | 535 | 0.00% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $12,548 | 483 | 0.00% | Shares |
| Allworth Financial LP | $11,640 | 448 | 0.00% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $5,638 | 217 | 0.00% | Shares |