BDVL

iShares Disciplined Volatility Equity Active ETF
$24.80-0.16 (-0.66%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

3.2461098115619855e+275B

Total Value

$8.0500028600018e+194T

% of Float

Price History

$24.55$24.93$25.31$25.69$26.07Sep 25Dec 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ENVESTNET ASSET MANAGEMENT INC32,461,098$805.0M0.24%Share
2LPL Financial LLC11,561,985$286.0M0.08%Share
3MML INVESTORS SERVICES, LLC7,273,424$180.0M0.44%Share
4JPMORGAN CHASE & CO3,494,902$86.0M0.01%Share
5Cetera Investment Advisers2,678,177$66.0M0.07%Share
6PARK AVENUE SECURITIES LLC2,122,293$52.6M0.45%Share
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,286,495$45.6M0.03%Share
8WELLS FARGO & COMPANY/MN1,592,719$39.0M0.01%Share
9WBH ADVISORY INC791,606$19.6M1.45%Share
10Envestnet Portfolio Solutions, Inc.752,557$18.0M0.06%Share
11Sequoia Financial Advisors, LLC520,187$12.9M0.07%Share
12NorthRock Partners, LLC426,717$10.0M0.17%Share
13World Investment Advisors329,581$8.2M0.16%Share
14Waverly Advisors, LLC323,822$8.0M0.06%Share
15Invst, LLC321,064$8.0M0.87%Share
16Sanctuary Advisors, LLC307,420$7.6M0.04%Share
17Invst, LLC296,683$7.4M0.84%Share
18Beacon Bridge Wealth Partners, LLC216,744$5.4M1.79%Share
19WELLS FARGO & COMPANY/MN219,792$5.0M0.00%Share
20Regal Investment Advisors LLC162,642$4.0M0.24%Share
21OSAIC HOLDINGS, INC.196,440$4.0M0.01%Share
22COMMONWEALTH EQUITY SERVICES, LLC186,842$4.0M0.01%Share
23Magnus Financial Group LLC134,769$3.3M0.26%Share
24SILVERLAKE WEALTH MANAGEMENT LLC134,463$3.3M0.74%Share
25Cambridge Investment Research Advisors, Inc.144,314$3.0M0.01%Share
26Orion Porfolio Solutions, LLC86,536$2.0M0.01%Share
27WEALTHGARDEN F.S. LLC75,639$1.9M1.26%Share
28RDA Financial Network76,821$1.9M0.46%Share
29Strategic Blueprint, LLC70,752$1.8M0.10%Share
30Archer Investment Management, LLC58,959$1.5M0.79%Share
31Transamerica Financial Advisors, LLC52,865$1.3M0.11%Share
32Milestone Asset Management Group, LLC49,240$1.2M0.69%Share
33Two West Capital Advisors LLC45,769$1.1M0.66%Share
34Claro Advisors Inc.43,194$1.1M0.15%Share
35WCG Wealth Advisors LLC43,203$1.1M0.03%Share
36Modern Wealth Management, LLC42,914$1.1M0.02%Share
37OneAscent Financial Services LLC42,576$1.0M0.09%Share
38GeoWealth Management, LLC50,505$1.0M0.04%Share
39GTS SECURITIES LLC68,685$1.0M0.03%Share
40LongView Wealth Management34,162$858K0.21%Share
41B. Riley Wealth Advisors, Inc.28,340$702K0.03%Share
42Legacy Edge Advisors, LLC27,057$671K0.07%Share
43Elevated Financial Group LLC26,031$645K0.22%Share
44Fortis Advisors, LLC25,840$640K0.35%Share
45Richmond Investment Services, LLC22,381$555K0.10%Share
46Merit Financial Group, LLC22,328$553K0.00%Share
47Sunbelt Securities, Inc.22,184$550K0.04%Share
48Resurgent Financial Advisors LLC21,856$542K0.27%Share
49Financial Sense Advisors, Inc.19,736$489K0.09%Share
50Vantus Wealth LLC18,890$468K0.34%Share