BDVL Institutional Ownership
iShares Disciplined Volatility Equity Active ETF
1W: -0.5%
1M: -1.6%
3M: +0.2%
YTD: +6.0%
1Y: +8.0%
$26.26
+0.08 (+0.31%)
Weekly Expected Move ±1.2%
$26
$26
$26
$27
$27
Overview
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Holdings
Changes
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Institutional Ownership — BDVL
109
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
20
New Positions
50
Increased
35
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (117 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 34,369,707 | $902M | +1,824,441 | +5.6% | 4Q | SEC ↗ |
| 2 | LPL Financial LLC | 13,770,668 | $362M | +1,536,918 | +12.6% | 4Q | SEC ↗ |
| 3 | MML INVESTORS SERVICES, LLC | 7,403,309 | $194M | +1,501,886 | +25.4% | 4Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 5,281,647 | $139M | +1,779,436 | +50.8% | 4Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 3,461,669 | $91M | -15,685 | -0.5% | 4Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 2,955,468 | $78M | +260,157 | +9.7% | 4Q | SEC ↗ |
| 7 | PARK AVENUE SECURITIES LLC | 2,306,714 | $61M | +125,848 | +5.8% | 4Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,058,489 | $54M | +60,271 | +3.0% | 4Q | SEC ↗ |
| 9 | Envestnet Portfolio Solutions, Inc. | 852,768 | $22M | +67,527 | +8.6% | 4Q | SEC ↗ |
| 10 | WBH ADVISORY INC | 802,839 | $21M | +28,154 | +3.6% | 4Q | SEC ↗ |
| 11 | Sequoia Financial Advisors, LLC | 496,841 | $13M | -15,203 | -3.0% | 4Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 479,625 | $13M | +423,844 | +759.8% | 2Q | SEC ↗ |
| 13 | Waverly Advisors, LLC | 388,782 | $10M | +39,327 | +11.3% | 4Q | SEC ↗ |
| 14 | NorthRock Partners, LLC | 378,158 | $10M | -31,029 | -7.6% | 4Q | SEC ↗ |
| 15 | Sanctuary Advisors, LLC | 365,322 | $10M | -1,976 | -0.5% | 4Q | SEC ↗ |
| 16 | World Investment Advisors | 345,448 | $9M | +15,129 | +4.6% | 3Q | SEC ↗ |
| 17 | Invst, LLC | 339,287 | $9M | +27,731 | +8.9% | 4Q | SEC ↗ |
| 18 | Beacon Bridge Wealth Partners, LLC | 207,920 | $5M | -4,263 | -2.0% | 4Q | SEC ↗ |
| 19 | Regal Investment Advisors LLC | 167,905 | $4M | +7,894 | +4.9% | 4Q | SEC ↗ |
| 20 | Integrated Wealth Concepts LLC | 165,768 | $4M | +3,012 | +1.9% | 4Q | SEC ↗ |
| 21 | Legacy Wealth Managment, LLC/ID NEW | 140,966 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 22 | SILVERLAKE WEALTH MANAGEMENT LLC | 123,131 | $3M | -718 | -0.6% | 4Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 97,883 | $3M | -31,774 | -24.5% | 4Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC NEW | 83,456 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 82,117 | $2M | -24,254 | -22.8% | 4Q | SEC ↗ |
| 26 | RDA Financial Network | 79,923 | $2M | +3,260 | +4.3% | 4Q | SEC ↗ |
| 27 | Orion Porfolio Solutions, LLC | 76,772 | $2M | -5,045 | -6.2% | 4Q | SEC ↗ |
| 28 | Transamerica Financial Advisors, LLC | 71,645 | $2M | +10,998 | +18.1% | 4Q | SEC ↗ |
| 29 | Strategic Blueprint, LLC | 71,287 | $2M | +2,648 | +3.9% | 4Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 63,911 | $2M | -10,139 | -13.7% | 4Q | SEC ↗ |
| 31 | B. Riley Wealth Advisors, Inc. | 57,797 | $2M | +24,080 | +71.4% | 4Q | SEC ↗ |
| 32 | GeoWealth Management, LLC | 54,136 | $1M | -1,303 | -2.4% | 4Q | SEC ↗ |
| 33 | Claro Advisors Inc. | 54,112 | $1M | +2,329 | +4.5% | 4Q | SEC ↗ |
| 34 | Milestone Asset Management Group, LLC | 48,595 | $1M | -645 | -1.3% | 4Q | SEC ↗ |
| 35 | Two West Capital Advisors LLC | 47,957 | $1M | +3,374 | +7.6% | 4Q | SEC ↗ |
| 36 | LongView Wealth Management | 47,957 | $1M | +5,460 | +12.8% | 4Q | SEC ↗ |
| 37 | Frisch Financial Group, Inc. | 45,741 | $1M | +15,771 | +52.6% | 2Q | SEC ↗ |
| 38 | OneAscent Financial Services LLC | 42,925 | $1M | +349 | +0.8% | 3Q | SEC ↗ |
| 39 | WEALTHGARDEN F.S. LLC | 35,468 | $931K | -34,836 | -49.6% | 4Q | SEC ↗ |
| 40 | Aptus Capital Advisors, LLC | 30,243 | $794K | +560 | +1.9% | 4Q | SEC ↗ |
| 41 | CPWA, LLC | 29,925 | $786K | +179 | +0.6% | 2Q | SEC ↗ |
| 42 | BlackRock, Inc. | 27,979 | $735K | +315 | +1.1% | 4Q | SEC ↗ |
| 43 | Legacy Edge Advisors, LLC | 27,250 | $715K | +1,034 | +3.9% | 4Q | SEC ↗ |
| 44 | Advisory Services Network, LLC | 27,181 | $714K | +3,931 | +16.9% | 4Q | SEC ↗ |
| 45 | Vise Technologies, Inc. NEW | 27,157 | $713K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Fortis Advisors, LLC | 26,518 | $696K | -800 | -2.9% | 3Q | SEC ↗ |
| 47 | MSH Capital Advisors LLC | 26,317 | $691K | +213 | +0.8% | 4Q | SEC ↗ |
| 48 | WCG Wealth Advisors LLC | 24,419 | $641K | -6,381 | -20.7% | 4Q | SEC ↗ |
| 49 | Private Advisor Group, LLC | 22,798 | $599K | +988 | +4.5% | 4Q | SEC ↗ |
| 50 | Advisors Capital Management, LLC | 22,543 | $592K | +10,715 | +90.6% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Legacy Wealth Managment, LLC/ID | 140,966 | $4M |
| CITADEL ADVISORS LLC | 83,456 | $2M |
| Vise Technologies, Inc. | 27,157 | $713K |
| Vantus Wealth LLC | 20,139 | $529K |
| StoneX Group Inc. | 18,714 | $491K |
| Advisory Solutions Group, LLC | 18,589 | $488K |
| Atria Investments, Inc | 15,869 | $417K |
| FIFTH THIRD BANCORP | 10,036 | $264K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 9,980 | $262K |
| IFG Advisory, LLC | 8,618 | $226K |
| J.W. COLE ADVISORS, INC. | 8,131 | $213K |
| RAYMOND JAMES FINANCIAL INC | 8,067 | $212K |
| Continuum Advisory, LLC | 5,739 | $151K |
| Global Retirement Partners, LLC | 3,764 | $99K |
| Qube Research & Technologies Ltd | 2,309 | $61K |
| MORGAN STANLEY | 1,587 | $42K |
| Farther Finance Advisors, LLC | 546 | $14K |
| MERCER GLOBAL ADVISORS INC /ADV | 483 | $13K |
| Allworth Financial LP | 448 | $12K |
| FIDUCIARY FINANCIAL ADVISORS | 328 | $9K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Rockefeller Capital Management L.P. | 82,295 | $2M |
| Archer Investment Management, LLC | 58,959 | $2M |
| Modern Wealth Management, LLC | 42,914 | $1M |
| Focus Partners Advisor Solutions, L | 35,955 | $944K |
| JANE STREET GROUP, LLC | 35,764 | $939K |
| Richmond Investment Services, LLC | 22,671 | $595K |
| OneAscent Family Office, LLC | 21,611 | $567K |
| Cadia Private Client LLC | 12,034 | $316K |
| Kestra Advisory Services, LLC | 7,679 | $202K |
| Wellington Grp LLC | 396 | $10K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 217 | $6K |
| AE Wealth Management LLC | 59 | $2K |
| Russell Investments Group, Ltd. | 1 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WEALTHGARDEN F.S. LLC | -34,836 | -49.6% | 35,468 |
| Cambridge Investment Research Advis | -31,774 | -24.5% | 97,883 |
| GTS SECURITIES LLC | -31,526 | -70.2% | 13,411 |
| NorthRock Partners, LLC | -31,029 | -7.6% | 378,158 |
| OSAIC HOLDINGS, INC. | -24,254 | -22.8% | 82,117 |
| JPMORGAN CHASE & CO | -15,685 | -0.5% | 3,461,669 |
| Sequoia Financial Advisors, LLC | -15,203 | -3.0% | 496,841 |
| Elevated Financial Group LLC | -14,633 | -62.7% | 8,696 |
| Magnus Financial Group LLC | -13,781 | -54.4% | 11,536 |
| Windsor Advisory Group, LLC | -10,418 | -87.7% | 1,467 |
| COMMONWEALTH EQUITY SERVICES, LLC | -10,139 | -13.7% | 63,911 |
| Sunbelt Securities, Inc. | -6,717 | -30.3% | 15,467 |
| WCG Wealth Advisors LLC | -6,381 | -20.7% | 24,419 |
| Orion Porfolio Solutions, LLC | -5,045 | -6.2% | 76,772 |
| Beacon Bridge Wealth Partners, LLC | -4,263 | -2.0% | 207,920 |
| FMR LLC | -2,567 | -45.0% | 3,136 |
| Sanctuary Advisors, LLC | -1,976 | -0.5% | 365,322 |
| GeoWealth Management, LLC | -1,303 | -2.4% | 54,136 |
| Financial Sense Advisors, Inc. | -1,115 | -6.7% | 15,457 |
| AMERIPRISE FINANCIAL INC | -1,067 | -9.2% | 10,550 |