Who Owns iShares Select Dividend (DVY)? -- Institutional Holders (2026-03-31)
1,464 institutions reported holding $10.61B of iShares Select Dividend (DVY) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.22B), MORGAN STANLEY ($987.0M), WELLS FARGO & COMPANY/MN ($576.6M), PNC Financial Services Group, Inc. ($531.0M), NORTHERN TRUST CORP ($470.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.22B | 8.1M | Trimmed |
| 2 | MORGAN STANLEY | $987.0M | 6.5M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $576.6M | 3.8M | Added |
| 4 | PNC Financial Services Group, Inc. | $531.0M | 3.5M | Trimmed |
| 5 | NORTHERN TRUST CORP | $470.4M | 3.1M | Added |
| 6 | Royal Bank of Canada | $415.8M | 2.7M | Trimmed |
| 7 | LPL Financial LLC | $271.3M | 1.8M | Added |
| 8 | Bank of New York Mellon Corp | $243.6M | 1.6M | Trimmed |
| 9 | JPMORGAN CHASE & CO | $230.6M | 1.5M | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $225.2M | 1.5M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $179.3M | 1.2M | Added |
| 12 | UBS Group AG | $176.2M | 1.2M | Trimmed |
| 13 | US BANCORP \DE\ | $167.0M | 1.1M | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $166.4M | 1.1M | Trimmed |
| 15 | Howard Capital Management Inc. | $153.1M | 1.0M | Hold |
| 16 | CITADEL ADVISORS LLC | $118.5M | 782,566 | Added |
| 17 | BANK OF MONTREAL /CAN/ | $116.4M | 768,498 | Trimmed |
| 18 | GOLDMAN SACHS GROUP INC | $104.9M | 692,694 | Trimmed |
| 19 | Northside Capital Management, LLC | $99.0M | 653,948 | Trimmed |
| 20 | FIFTH THIRD BANCORP | $97.8M | 645,684 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $89.4M | 590,546 | Trimmed |
| 22 | Rockefeller Capital Management L.P. | $83.5M | 551,385 | Added |
| 23 | Cetera Investment Advisers | $81.7M | 539,922 | Added |
| 24 | AMERIPRISE FINANCIAL INC | $76.2M | 503,672 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $73.5M | 485,314 | Added |
Source: SEC Form 13F filings · as of 2026-03-31