BDVL iShares Disciplined Volatility Equity Active ETF
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Détenteurs institutionnels (13F) 103 déclarants · $1.9B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 18 (-1 vs T. préc.) | 7 (+1 vs T. préc.) | 51 (+30 vs T. préc.) | 27 (-14 vs T. préc.) | +6.3M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $892 924 976 | 34 369 707 | 47,96% | Actions |
| LPL Financial LLC | $357 761 963 | 13 770 668 | 19,22% | Actions |
| MML INVESTORS SERVICES, LLC | $192 337 964 | 7 403 309 | 10,33% | Actions |
| JPMORGAN CHASE & CO | $89 417 888 | 3 457 701 | 4,80% | Actions |
| Cetera Investment Advisers | $76 783 055 | 2 955 468 | 4,12% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $53 479 544 | 2 058 489 | 2,87% | Actions |
| Envestnet Portfolio Solutions, Inc. | $22 154 913 | 852 768 | 1,19% | Actions |
| WBH ADVISORY INC | $20 857 776 | 802 839 | 1,12% | Actions |
| WELLS FARGO & COMPANY/MN | $19 861 009 | 764 473 | 1,07% | Actions |
| Sequoia Financial Advisors, LLC | $12 907 928 | 496 841 | 0,69% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12 460 658 | 479 625 | 0,67% | Actions |
| Waverly Advisors, LLC | $10 100 553 | 388 782 | 0,54% | Actions |
| NorthRock Partners, LLC | $9 824 551 | 378 158 | 0,53% | Actions |
| Sanctuary Advisors, LLC | $9 491 053 | 365 322 | 0,51% | Actions |
| World Investment Advisors | $8 974 531 | 345 448 | 0,48% | Actions |
| Invst, LLC | $8 814 675 | 339 287 | 0,47% | Actions |
| Beacon Bridge Wealth Partners, LLC | $5 401 774 | 207 920 | 0,29% | Actions |
| Integrated Wealth Concepts LLC | $4 502 086 | 173 291 | 0,24% | Actions |
| Regal Investment Advisors LLC | $4 362 181 | 167 905 | 0,23% | Actions |
| Legacy Wealth Managment, LLC/ID | $3 662 285 | 140 966 | 0,20% | Actions |
| SILVERLAKE WEALTH MANAGEMENT LLC | $3 198 934 | 123 131 | 0,17% | Actions |
| CITADEL ADVISORS LLC | $2 168 187 | 83 456 | 0,12% | Actions |
| RDA Financial Network | $2 076 401 | 79 923 | 0,11% | Actions |
| Orion Porfolio Solutions, LLC | $1 994 542 | 76 772 | 0,11% | Actions |
| Transamerica Financial Advisors, LLC | $1 861 360 | 71 645 | 0,10% | Actions |
| Strategic Blueprint, LLC | $1 852 030 | 71 287 | 0,10% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $1 660 400 | 63 911 | 0,09% | Actions |
| B. Riley Wealth Advisors, Inc. | $1 494 664 | 57 797 | 0,08% | Actions |
| Claro Advisors Inc. | $1 405 832 | 54 112 | 0,08% | Actions |
| Milestone Asset Management Group, LLC | $1 262 486 | 48 595 | 0,07% | Actions |
| GeoWealth Management, LLC | $1 259 813 | 48 490 | 0,07% | Actions |
| LongView Wealth Management | $1 245 931 | 47 957 | 0,07% | Actions |
| Two West Capital Advisors LLC | $1 238 242 | 47 957 | 0,07% | Actions |
| Frisch Financial Group, Inc. | $1 188 351 | 45 741 | 0,06% | Actions |
| OneAscent Financial Services LLC | $1 115 198 | 42 925 | 0,06% | Actions |
| WEALTHGARDEN F.S. LLC | $921 459 | 35 468 | 0,05% | Actions |
| Aptus Capital Advisors, LLC | $785 713 | 30 243 | 0,04% | Actions |
| CPWA, LLC | $777 456 | 29 925 | 0,04% | Actions |
| BlackRock, Inc. | $726 894 | 27 979 | 0,04% | Actions |
| Legacy Edge Advisors, LLC | $707 950 | 27 250 | 0,04% | Actions |
| Advisory Services Network, LLC | $706 152 | 27 181 | 0,04% | Actions |
| Vise Technologies, Inc. | $705 529 | 27 157 | 0,04% | Actions |
| Fortis Advisors, LLC | $688 941 | 26 518 | 0,04% | Actions |
| MSH Capital Advisors LLC | $683 727 | 26 317 | 0,04% | Actions |
| WCG Wealth Advisors LLC | $634 398 | 24 419 | 0,03% | Actions |
| Private Advisor Group, LLC | $592 285 | 22 798 | 0,03% | Actions |
| Advisors Capital Management, LLC | $585 667 | 22 543 | 0,03% | Actions |
| Merit Financial Group, LLC | $575 279 | 22 143 | 0,03% | Actions |
| Resurgent Financial Advisors LLC | $560 700 | 21 582 | 0,03% | Actions |
| Wealthspire Advisors, LLC | $536 072 | 20 634 | 0,03% | Actions |
| Advyzon Investment Management, LLC | $523 206 | 20 139 | 0,03% | Actions |
| Vantus Wealth LLC | $523 206 | 20 139 | 0,03% | Actions |
| OSAIC HOLDINGS, INC. | $517 064 | 19 900 | 0,03% | Actions |
| StoneX Group Inc. | $486 353 | 18 714 | 0,03% | Actions |
| Prospera Financial Services Inc | $477 478 | 18 379 | 0,03% | Actions |
| PRIVATE TRUST CO NA | $463 769 | 17 851 | 0,02% | Actions |
| Atria Investments, Inc | $412 277 | 15 869 | 0,02% | Actions |
| Financial Sense Advisors, Inc. | $401 577 | 15 457 | 0,02% | Actions |
| Vertex Planning Partners, LLC | $401 339 | 15 448 | 0,02% | Actions |
| Sunbelt Securities, Inc. | $381 251 | 15 467 | 0,02% | Actions |
| GTS SECURITIES LLC | $348 418 | 13 411 | 0,02% | Actions |
| Ausdal Financial Partners, Inc. | $345 844 | 13 312 | 0,02% | Actions |
| RESOLUTE WEALTH ADVISOR, INC. | $330 163 | 13 394 | 0,02% | Actions |
| Freedom Investment Management, Inc. | $302 994 | 11 663 | 0,02% | Actions |
| Magnus Financial Group LLC | $299 718 | 11 536 | 0,02% | Actions |
| AMERIPRISE FINANCIAL INC | $274 089 | 10 550 | 0,01% | Actions |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $268 425 | 10 332 | 0,01% | Actions |
| FIFTH THIRD BANCORP | $260 735 | 10 036 | 0,01% | Actions |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $259 289 | 9 980 | 0,01% | Actions |
| Equitable Holdings, Inc. | $251 381 | 9 676 | 0,01% | Actions |
| Valmark Advisers, Inc. | $234 414 | 9 023 | 0,01% | Actions |
| FIDUCIARY FAMILY OFFICE, LLC | $234 132 | 9 012 | 0,01% | Actions |
| Elevated Financial Group LLC | $225 911 | 8 696 | 0,01% | Actions |
| IFG Advisory, LLC | $223 893 | 8 618 | 0,01% | Actions |
| PNC Financial Services Group, Inc. | $219 965 | 8 467 | 0,01% | Actions |
| Elevation Wealth Management LLC | $218 440 | 8 408 | 0,01% | Actions |
| J.W. COLE ADVISORS, INC. | $211 236 | 8 131 | 0,01% | Actions |
| UBS Group AG | $184 718 | 7 110 | 0,01% | Actions |
| Continuum Advisory, LLC | $149 099 | 5 739 | 0,01% | Actions |
| Smartleaf Asset Management LLC | $131 940 | 5 101 | 0,01% | Actions |
| Park Place Capital Corp | $116 479 | 4 483 | 0,01% | Actions |
| Global Retirement Partners, LLC | $97 789 | 3 764 | 0,01% | Actions |
| ROYAL BANK OF CANADA | $91 000 | 3 509 | 0,00% | Actions |
| ASSETMARK, INC | $88 696 | 3 414 | 0,00% | Actions |
| Signature Equity Partners, LLC | $81 626 | 3 142 | 0,00% | Actions |
| FMR LLC | $81 467 | 3 136 | 0,00% | Actions |
| Qube Research & Technologies Ltd | $59 988 | 2 309 | 0,00% | Actions |
| PARK AVENUE SECURITIES LLC | $59 928 | 2 306 714 | 0,00% | Actions |
| BANK OF MONTREAL /CAN/ | $52 090 | 2 005 | 0,00% | Actions |
| Cornerstone Planning Group LLC | $48 525 | 1 870 | 0,00% | Actions |
| MORGAN STANLEY | $41 230 | 1 587 | 0,00% | Actions |
| Windsor Advisory Group, LLC | $38 107 | 1 467 | 0,00% | Actions |
| RAYMOND JAMES FINANCIAL INC | $33 150 | 1 276 | 0,00% | Actions |
| HARBOUR INVESTMENTS, INC. | $27 019 | 1 040 | 0,00% | Actions |
| CWM, LLC | $16 244 | 659 | 0,00% | Actions |
| Farther Finance Advisors, LLC | $14 185 | 546 | 0,00% | Actions |
| AMERIFLEX GROUP, INC. | $13 900 | 535 | 0,00% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $12 548 | 483 | 0,00% | Actions |
| Allworth Financial LP | $11 640 | 448 | 0,00% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $5 638 | 217 | 0,00% | Actions |