BDVL iShares Disciplined Volatility Equity Active ETF
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Propietarios institucionales (13F) 103 declarantes · $1.9B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 18 (-1 vs trimestre anterior) | 7 (+1 vs trimestre anterior) | 51 (+30 vs trimestre anterior) | 27 (-14 vs trimestre anterior) | +6.3M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $892 924 976 | 34 369 707 | 47,96% | Acciones |
| LPL Financial LLC | $357 761 963 | 13 770 668 | 19,22% | Acciones |
| MML INVESTORS SERVICES, LLC | $192 337 964 | 7 403 309 | 10,33% | Acciones |
| JPMORGAN CHASE & CO | $89 417 888 | 3 457 701 | 4,80% | Acciones |
| Cetera Investment Advisers | $76 783 055 | 2 955 468 | 4,12% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $53 479 544 | 2 058 489 | 2,87% | Acciones |
| Envestnet Portfolio Solutions, Inc. | $22 154 913 | 852 768 | 1,19% | Acciones |
| WBH ADVISORY INC | $20 857 776 | 802 839 | 1,12% | Acciones |
| WELLS FARGO & COMPANY/MN | $19 861 009 | 764 473 | 1,07% | Acciones |
| Sequoia Financial Advisors, LLC | $12 907 928 | 496 841 | 0,69% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12 460 658 | 479 625 | 0,67% | Acciones |
| Waverly Advisors, LLC | $10 100 553 | 388 782 | 0,54% | Acciones |
| NorthRock Partners, LLC | $9 824 551 | 378 158 | 0,53% | Acciones |
| Sanctuary Advisors, LLC | $9 491 053 | 365 322 | 0,51% | Acciones |
| World Investment Advisors | $8 974 531 | 345 448 | 0,48% | Acciones |
| Invst, LLC | $8 814 675 | 339 287 | 0,47% | Acciones |
| Beacon Bridge Wealth Partners, LLC | $5 401 774 | 207 920 | 0,29% | Acciones |
| Integrated Wealth Concepts LLC | $4 502 086 | 173 291 | 0,24% | Acciones |
| Regal Investment Advisors LLC | $4 362 181 | 167 905 | 0,23% | Acciones |
| Legacy Wealth Managment, LLC/ID | $3 662 285 | 140 966 | 0,20% | Acciones |
| SILVERLAKE WEALTH MANAGEMENT LLC | $3 198 934 | 123 131 | 0,17% | Acciones |
| CITADEL ADVISORS LLC | $2 168 187 | 83 456 | 0,12% | Acciones |
| RDA Financial Network | $2 076 401 | 79 923 | 0,11% | Acciones |
| Orion Porfolio Solutions, LLC | $1 994 542 | 76 772 | 0,11% | Acciones |
| Transamerica Financial Advisors, LLC | $1 861 360 | 71 645 | 0,10% | Acciones |
| Strategic Blueprint, LLC | $1 852 030 | 71 287 | 0,10% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $1 660 400 | 63 911 | 0,09% | Acciones |
| B. Riley Wealth Advisors, Inc. | $1 494 664 | 57 797 | 0,08% | Acciones |
| Claro Advisors Inc. | $1 405 832 | 54 112 | 0,08% | Acciones |
| Milestone Asset Management Group, LLC | $1 262 486 | 48 595 | 0,07% | Acciones |
| GeoWealth Management, LLC | $1 259 813 | 48 490 | 0,07% | Acciones |
| LongView Wealth Management | $1 245 931 | 47 957 | 0,07% | Acciones |
| Two West Capital Advisors LLC | $1 238 242 | 47 957 | 0,07% | Acciones |
| Frisch Financial Group, Inc. | $1 188 351 | 45 741 | 0,06% | Acciones |
| OneAscent Financial Services LLC | $1 115 198 | 42 925 | 0,06% | Acciones |
| WEALTHGARDEN F.S. LLC | $921 459 | 35 468 | 0,05% | Acciones |
| Aptus Capital Advisors, LLC | $785 713 | 30 243 | 0,04% | Acciones |
| CPWA, LLC | $777 456 | 29 925 | 0,04% | Acciones |
| BlackRock, Inc. | $726 894 | 27 979 | 0,04% | Acciones |
| Legacy Edge Advisors, LLC | $707 950 | 27 250 | 0,04% | Acciones |
| Advisory Services Network, LLC | $706 152 | 27 181 | 0,04% | Acciones |
| Vise Technologies, Inc. | $705 529 | 27 157 | 0,04% | Acciones |
| Fortis Advisors, LLC | $688 941 | 26 518 | 0,04% | Acciones |
| MSH Capital Advisors LLC | $683 727 | 26 317 | 0,04% | Acciones |
| WCG Wealth Advisors LLC | $634 398 | 24 419 | 0,03% | Acciones |
| Private Advisor Group, LLC | $592 285 | 22 798 | 0,03% | Acciones |
| Advisors Capital Management, LLC | $585 667 | 22 543 | 0,03% | Acciones |
| Merit Financial Group, LLC | $575 279 | 22 143 | 0,03% | Acciones |
| Resurgent Financial Advisors LLC | $560 700 | 21 582 | 0,03% | Acciones |
| Wealthspire Advisors, LLC | $536 072 | 20 634 | 0,03% | Acciones |
| Advyzon Investment Management, LLC | $523 206 | 20 139 | 0,03% | Acciones |
| Vantus Wealth LLC | $523 206 | 20 139 | 0,03% | Acciones |
| OSAIC HOLDINGS, INC. | $517 064 | 19 900 | 0,03% | Acciones |
| StoneX Group Inc. | $486 353 | 18 714 | 0,03% | Acciones |
| Prospera Financial Services Inc | $477 478 | 18 379 | 0,03% | Acciones |
| PRIVATE TRUST CO NA | $463 769 | 17 851 | 0,02% | Acciones |
| Atria Investments, Inc | $412 277 | 15 869 | 0,02% | Acciones |
| Financial Sense Advisors, Inc. | $401 577 | 15 457 | 0,02% | Acciones |
| Vertex Planning Partners, LLC | $401 339 | 15 448 | 0,02% | Acciones |
| Sunbelt Securities, Inc. | $381 251 | 15 467 | 0,02% | Acciones |
| GTS SECURITIES LLC | $348 418 | 13 411 | 0,02% | Acciones |
| Ausdal Financial Partners, Inc. | $345 844 | 13 312 | 0,02% | Acciones |
| RESOLUTE WEALTH ADVISOR, INC. | $330 163 | 13 394 | 0,02% | Acciones |
| Freedom Investment Management, Inc. | $302 994 | 11 663 | 0,02% | Acciones |
| Magnus Financial Group LLC | $299 718 | 11 536 | 0,02% | Acciones |
| AMERIPRISE FINANCIAL INC | $274 089 | 10 550 | 0,01% | Acciones |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $268 425 | 10 332 | 0,01% | Acciones |
| FIFTH THIRD BANCORP | $260 735 | 10 036 | 0,01% | Acciones |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $259 289 | 9 980 | 0,01% | Acciones |
| Equitable Holdings, Inc. | $251 381 | 9 676 | 0,01% | Acciones |
| Valmark Advisers, Inc. | $234 414 | 9 023 | 0,01% | Acciones |
| FIDUCIARY FAMILY OFFICE, LLC | $234 132 | 9 012 | 0,01% | Acciones |
| Elevated Financial Group LLC | $225 911 | 8 696 | 0,01% | Acciones |
| IFG Advisory, LLC | $223 893 | 8 618 | 0,01% | Acciones |
| PNC Financial Services Group, Inc. | $219 965 | 8 467 | 0,01% | Acciones |
| Elevation Wealth Management LLC | $218 440 | 8 408 | 0,01% | Acciones |
| J.W. COLE ADVISORS, INC. | $211 236 | 8 131 | 0,01% | Acciones |
| UBS Group AG | $184 718 | 7 110 | 0,01% | Acciones |
| Continuum Advisory, LLC | $149 099 | 5 739 | 0,01% | Acciones |
| Smartleaf Asset Management LLC | $131 940 | 5 101 | 0,01% | Acciones |
| Park Place Capital Corp | $116 479 | 4 483 | 0,01% | Acciones |
| Global Retirement Partners, LLC | $97 789 | 3 764 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $91 000 | 3 509 | 0,00% | Acciones |
| ASSETMARK, INC | $88 696 | 3 414 | 0,00% | Acciones |
| Signature Equity Partners, LLC | $81 626 | 3 142 | 0,00% | Acciones |
| FMR LLC | $81 467 | 3 136 | 0,00% | Acciones |
| Qube Research & Technologies Ltd | $59 988 | 2 309 | 0,00% | Acciones |
| PARK AVENUE SECURITIES LLC | $59 928 | 2 306 714 | 0,00% | Acciones |
| BANK OF MONTREAL /CAN/ | $52 090 | 2 005 | 0,00% | Acciones |
| Cornerstone Planning Group LLC | $48 525 | 1 870 | 0,00% | Acciones |
| MORGAN STANLEY | $41 230 | 1 587 | 0,00% | Acciones |
| Windsor Advisory Group, LLC | $38 107 | 1 467 | 0,00% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $33 150 | 1 276 | 0,00% | Acciones |
| HARBOUR INVESTMENTS, INC. | $27 019 | 1 040 | 0,00% | Acciones |
| CWM, LLC | $16 244 | 659 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $14 185 | 546 | 0,00% | Acciones |
| AMERIFLEX GROUP, INC. | $13 900 | 535 | 0,00% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $12 548 | 483 | 0,00% | Acciones |
| Allworth Financial LP | $11 640 | 448 | 0,00% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $5 638 | 217 | 0,00% | Acciones |