BDVL iShares Disciplined Volatility Equity Active ETF

NASDAQ ·

该股票代码尚无基本面数据。

机构持有人 (13F) 103 家申报者 · $1.9B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
18 (-1 与上一季度对比) 7 (+1 与上一季度对比) 51 (+30 与上一季度对比) 27 (-14 与上一季度对比) +6.3M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
ENVESTNET ASSET MANAGEMENT INC $892924976 34369707 47.96% 股份
LPL Financial LLC $357761963 13770668 19.22% 股份
MML INVESTORS SERVICES, LLC $192337964 7403309 10.33% 股份
JPMORGAN CHASE & CO $89417888 3457701 4.80% 股份
Cetera Investment Advisers $76783055 2955468 4.12% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $53479544 2058489 2.87% 股份
Envestnet Portfolio Solutions, Inc. $22154913 852768 1.19% 股份
WBH ADVISORY INC $20857776 802839 1.12% 股份
WELLS FARGO & COMPANY/MN $19861009 764473 1.07% 股份
Sequoia Financial Advisors, LLC $12907928 496841 0.69% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12460658 479625 0.67% 股份
Waverly Advisors, LLC $10100553 388782 0.54% 股份
NorthRock Partners, LLC $9824551 378158 0.53% 股份
Sanctuary Advisors, LLC $9491053 365322 0.51% 股份
World Investment Advisors $8974531 345448 0.48% 股份
Invst, LLC $8814675 339287 0.47% 股份
Beacon Bridge Wealth Partners, LLC $5401774 207920 0.29% 股份
Integrated Wealth Concepts LLC $4502086 173291 0.24% 股份
Regal Investment Advisors LLC $4362181 167905 0.23% 股份
Legacy Wealth Managment, LLC/ID $3662285 140966 0.20% 股份
SILVERLAKE WEALTH MANAGEMENT LLC $3198934 123131 0.17% 股份
CITADEL ADVISORS LLC $2168187 83456 0.12% 股份
RDA Financial Network $2076401 79923 0.11% 股份
Orion Porfolio Solutions, LLC $1994542 76772 0.11% 股份
Transamerica Financial Advisors, LLC $1861360 71645 0.10% 股份
Strategic Blueprint, LLC $1852030 71287 0.10% 股份
COMMONWEALTH EQUITY SERVICES, LLC $1660400 63911 0.09% 股份
B. Riley Wealth Advisors, Inc. $1494664 57797 0.08% 股份
Claro Advisors Inc. $1405832 54112 0.08% 股份
Milestone Asset Management Group, LLC $1262486 48595 0.07% 股份
GeoWealth Management, LLC $1259813 48490 0.07% 股份
LongView Wealth Management $1245931 47957 0.07% 股份
Two West Capital Advisors LLC $1238242 47957 0.07% 股份
Frisch Financial Group, Inc. $1188351 45741 0.06% 股份
OneAscent Financial Services LLC $1115198 42925 0.06% 股份
WEALTHGARDEN F.S. LLC $921459 35468 0.05% 股份
Aptus Capital Advisors, LLC $785713 30243 0.04% 股份
CPWA, LLC $777456 29925 0.04% 股份
BlackRock, Inc. $726894 27979 0.04% 股份
Legacy Edge Advisors, LLC $707950 27250 0.04% 股份
Advisory Services Network, LLC $706152 27181 0.04% 股份
Vise Technologies, Inc. $705529 27157 0.04% 股份
Fortis Advisors, LLC $688941 26518 0.04% 股份
MSH Capital Advisors LLC $683727 26317 0.04% 股份
WCG Wealth Advisors LLC $634398 24419 0.03% 股份
Private Advisor Group, LLC $592285 22798 0.03% 股份
Advisors Capital Management, LLC $585667 22543 0.03% 股份
Merit Financial Group, LLC $575279 22143 0.03% 股份
Resurgent Financial Advisors LLC $560700 21582 0.03% 股份
Wealthspire Advisors, LLC $536072 20634 0.03% 股份
Advyzon Investment Management, LLC $523206 20139 0.03% 股份
Vantus Wealth LLC $523206 20139 0.03% 股份
OSAIC HOLDINGS, INC. $517064 19900 0.03% 股份
StoneX Group Inc. $486353 18714 0.03% 股份
Prospera Financial Services Inc $477478 18379 0.03% 股份
PRIVATE TRUST CO NA $463769 17851 0.02% 股份
Atria Investments, Inc $412277 15869 0.02% 股份
Financial Sense Advisors, Inc. $401577 15457 0.02% 股份
Vertex Planning Partners, LLC $401339 15448 0.02% 股份
Sunbelt Securities, Inc. $381251 15467 0.02% 股份
GTS SECURITIES LLC $348418 13411 0.02% 股份
Ausdal Financial Partners, Inc. $345844 13312 0.02% 股份
RESOLUTE WEALTH ADVISOR, INC. $330163 13394 0.02% 股份
Freedom Investment Management, Inc. $302994 11663 0.02% 股份
Magnus Financial Group LLC $299718 11536 0.02% 股份
AMERIPRISE FINANCIAL INC $274089 10550 0.01% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $268425 10332 0.01% 股份
FIFTH THIRD BANCORP $260735 10036 0.01% 股份
ONE WEALTH CAPITAL MANAGEMENT, LLC $259289 9980 0.01% 股份
Equitable Holdings, Inc. $251381 9676 0.01% 股份
Valmark Advisers, Inc. $234414 9023 0.01% 股份
FIDUCIARY FAMILY OFFICE, LLC $234132 9012 0.01% 股份
Elevated Financial Group LLC $225911 8696 0.01% 股份
IFG Advisory, LLC $223893 8618 0.01% 股份
PNC Financial Services Group, Inc. $219965 8467 0.01% 股份
Elevation Wealth Management LLC $218440 8408 0.01% 股份
J.W. COLE ADVISORS, INC. $211236 8131 0.01% 股份
UBS Group AG $184718 7110 0.01% 股份
Continuum Advisory, LLC $149099 5739 0.01% 股份
Smartleaf Asset Management LLC $131940 5101 0.01% 股份
Park Place Capital Corp $116479 4483 0.01% 股份
Global Retirement Partners, LLC $97789 3764 0.01% 股份
ROYAL BANK OF CANADA $91000 3509 0.00% 股份
ASSETMARK, INC $88696 3414 0.00% 股份
Signature Equity Partners, LLC $81626 3142 0.00% 股份
FMR LLC $81467 3136 0.00% 股份
Qube Research & Technologies Ltd $59988 2309 0.00% 股份
PARK AVENUE SECURITIES LLC $59928 2306714 0.00% 股份
BANK OF MONTREAL /CAN/ $52090 2005 0.00% 股份
Cornerstone Planning Group LLC $48525 1870 0.00% 股份
MORGAN STANLEY $41230 1587 0.00% 股份
Windsor Advisory Group, LLC $38107 1467 0.00% 股份
RAYMOND JAMES FINANCIAL INC $33150 1276 0.00% 股份
HARBOUR INVESTMENTS, INC. $27019 1040 0.00% 股份
CWM, LLC $16244 659 0.00% 股份
Farther Finance Advisors, LLC $14185 546 0.00% 股份
AMERIFLEX GROUP, INC. $13900 535 0.00% 股份
MERCER GLOBAL ADVISORS INC /ADV $12548 483 0.00% 股份
Allworth Financial LP $11640 448 0.00% 股份
BNP PARIBAS FINANCIAL MARKETS $5638 217 0.00% 股份