BDVL — ISHARES DV EQUITY ACTIVE ETF
As of Q2 2026, 8 SEC-registered investment managers reported holding BDVL (ISHARES DV EQUITY ACTIVE ETF) in their latest 13F filings, with a combined reported value of $230.16M across 8.88M shares. That is +150.5% by share count (+5.33M shares) versus the previous quarter, while reported value moved +163.6%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 4 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wells Fargo & Co history | Q2 2026 | 5.28M | $137.22M | 0.02% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 3.46M | $89.52M | 0.01% | New |
| Citadel Advisors history | Q2 2026 | 83.46K | $2.17M | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 27.98K | $726.89K | 0.00% | Add |
| PNC Financial Services history | Q2 2026 | 8.47K | $219.97K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 7.11K | $184.72K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.14K | $81.47K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.59K | $41.23K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.46M sh · $89.52M
- Citadel Advisors 83.46K sh · $2.17M
- Morgan Stanley 1.59K sh · $41.23K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|
| Wells Fargo & Co | 315.40K | 1.81M | 3.50M | 5.28M |
| JPMorgan Chase & Co | 3.47M | 3.50M | — | 3.46M |
| Citadel Advisors | — | — | — | 83.46K |
| BlackRock Inc | 28.47K | 27.97K | 27.66K | 27.98K |
| PNC Financial Services | 2.62K | 5.22K | 6.91K | 8.47K |
| UBS Group AG | 6.23K | — | 239 | 7.11K |
| Fidelity Management & Research (FMR) | 6.66K | 5.78K | 5.70K | 3.14K |
| Morgan Stanley | — | — | — | 1.59K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details