Who Owns ISHARES TR (HDV)? -- Institutional Holders (2026-06-30)

495 institutions reported holding $1.56B of ISHARES TR (HDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($168.2M), SECURIAN ASSET MANAGEMENT, INC ($100.8M), M&T Bank Corp ($91.6M), COMMONWEALTH EQUITY SERVICES, LLC ($87.1M), TRUIST FINANCIAL CORP ($79.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$168.2M6.1MAdded
2SECURIAN ASSET MANAGEMENT, INC$100.8M3.6MAdded
3M&T Bank Corp$91.6M3.3MAdded
4COMMONWEALTH EQUITY SERVICES, LLC$87.1M3.2MAdded
5TRUIST FINANCIAL CORP$79.0M2.9MAdded
6Cambridge Investment Research Advisors, Inc.$54.4M2.0MAdded
7Private Advisor Group, LLC$37.3M1.4MAdded
8Townsend & Associates, Inc$37.0M1.3MAdded
9IFP Advisors, Inc$33.4M1.2MAdded
10SBI Securities Co., Ltd.$32.4M1.2MAdded
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$31.9M1.2MAdded
12Kestra Advisory Services, LLC$30.2M1.1MAdded
13VAUGHAN & Co SECURITIES, INC.$24.9M910,132Added
14Simmons Bank$23.9M872,596Added
15Atwater Malick LLC$23.6M860,904Added
16Kohmann Bosshard Financial Services, LLC$23.2M845,826Added
17HB Wealth Management, LLC$22.5M819,098Added
18McElhenny Sheffield Capital Management, LLC$17.0M620,715New
19Lantz Financial LLC$16.0M585,336Added
20Adirondack Capital Advisors, LLC$15.6M570,043Added
21COURIER CAPITAL LLC$13.1M477,335Added
22Atria Investments, Inc$13.0M475,848Added
23FAS Wealth Partners, Inc.$11.0M402,591Added
24Base Wealth Management LLC$10.4M380,207Added
25Beaumont Financial Advisors, LLC$10.3M374,778Added

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