Who Owns iShares Disciplined Volatility Equity Active ETF (BDVL)? -- Institutional Holders (2026-06-30)

108 institutions reported holding $2.04B of iShares Disciplined Volatility Equity Active ETF (BDVL) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($892.9M), LPL Financial LLC ($357.8M), MML INVESTORS SERVICES, LLC ($192.3M), WELLS FARGO & COMPANY/MN ($137.2M), JPMORGAN CHASE & CO ($89.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$892.9M34.4MAdded
2LPL Financial LLC$357.8M13.8MAdded
3MML INVESTORS SERVICES, LLC$192.3M7.4MAdded
4WELLS FARGO & COMPANY/MN$137.2M5.3MAdded
5JPMORGAN CHASE & CO$89.5M3.5MTrimmed
6Cetera Investment Advisers$76.8M3.0MAdded
7PARK AVENUE SECURITIES LLC$59.9M2.3MAdded
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$53.5M2.1MAdded
9Envestnet Portfolio Solutions, Inc.$22.2M852,768Added
10WBH ADVISORY INC$20.9M802,839Added
11Sequoia Financial Advisors, LLC$12.9M496,841Trimmed
12SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.5M479,625Added
13Waverly Advisors, LLC$10.1M388,782Added
14NorthRock Partners, LLC$9.8M378,158Trimmed
15Sanctuary Advisors, LLC$9.5M365,322Trimmed
16World Investment Advisors$9.0M345,448Added
17Invst, LLC$8.8M339,287Added
18Beacon Bridge Wealth Partners, LLC$5.4M207,920Trimmed
19Integrated Wealth Concepts LLC$4.5M173,291Added
20Regal Investment Advisors LLC$4.4M167,905Added
21Legacy Wealth Managment, LLC/ID$3.7M140,966New
22SILVERLAKE WEALTH MANAGEMENT LLC$3.2M123,131Trimmed
23Cambridge Investment Research Advisors, Inc.$2.5M97,883Trimmed
24CITADEL ADVISORS LLC$2.2M83,456New
25OSAIC HOLDINGS, INC.$2.1M82,117Trimmed

Source: SEC Form 13F filings · as of 2026-06-30