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Disclosery

BDJ BLACKROCK ENHANCED EQUITY DI

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COM (fund), issuer CIK 1332283

210 managers (211 13F filers) reported a position in BDJ shares at 2025-03-31, 32,340,354 shares in all. 21 filers opened a position and 21 filers sold out during the quarter.

Managers
210
13F filers
211
New
21
Added
70
Reduced
59
Sold out
21
Shares held by filers
32,340,354

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,642,059$31.3M0.01%+171,00713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,464,663$29.8M<0.01%-623,24213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,299,786$28.4M0.01%+193,98613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,189,827$18.8M<0.01%-40,04213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,044,175$17.6M0.16%-12,89613F-HRTimelineGroup
LPL Financial LLC1,383,779$11.9M<0.01%-71,87213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,113,594$9.58M0.01%+17,53113F-HRTimelineGroup
Advisors Asset Management, Inc.1,074,233$9.24M0.17%-10,24613F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA855,410$7.36M<0.01%-55,44313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG779,349$6.7M<0.01%-128,81613F-HRTimelineGroup
Waterfront Wealth Inc.644,507$5.54M1.35%+23,28813F-HRTimeline
Karpus Management, Inc.610,555$5.25M0.17%-32,64413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…596,153$5.13M0.09%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC585,303$5.03M0.01%+12,83013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/550,625$4.74M<0.01%+20,97913F-HRTimelineGroup
Boothe Investment Group, Inc.475,005$4.09M1.86%-95,80113F-HRTimeline
NorthCoast Asset Management LLC437,481$3.76M0.02%-75,82813F-HR/ATimeline
Cook Wealth, LLC381,271$3.17M1.54%-140,31513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.347,320$2.99M0.01%+89,71813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC311,555$2.68M<0.01%-86,34113F-HRTimelineGroup
Janney Montgomery Scott LLC302,742$2.6M0.01%+38,40513F-HRTimeline
Hennion & Walsh Asset Management, Inc.289,956$2.49M0.11%+56,86213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …282,791$2.43M<0.01%-48,91913F-HRTimelineGroup
Shaker Financial Services, LLC275,312$2.37M0.92%-212,61413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.264,473$2.27M<0.01%-2,90513F-HRTimelineGroup
Steward Partners Investment Advisory, L…254,094$2.19M0.02%-1,85113F-HRTimeline
Cetera Investment Advisers203,383$1.75M<0.01%-20,98913F-HRTimeline
Cambridge Investment Research Advisors,…176,809$1.52M0.01%+61213F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC154,530$1.33M0.03%-413,89913F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC149,039$1.28M0.34%+24,62413F-HRTimeline
Shulman DeMeo Asset Management LLC141,593$1.22M0.34%-2,66113F-HRTimeline
IHT Wealth Management, LLC129,182$1.11M0.03%+17313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC117,791$1.01M0.09%013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…115,451$993K<0.01%-4,04413F-HRTimeline
Waverly Advisors, LLC113,091$973K0.01%-2,18313F-HRTimeline
MGO ONE SEVEN LLC111,606$960K0.04%-52,58213F-HRTimeline
Centurion Wealth Management LLC111,105$920K0.29%013F-HRTimeline
WealthTrust Axiom LLC104,875$902K0.27%-27813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC103,634$891K<0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC95,738$808K0.29%+47,86913F-HRTimeline
David J Yvars Group92,626$798K0.63%+93013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…88,856$764K<0.01%-4,21013F-HRTimelineGroup
Sanctuary Advisors, LLC85,382$734K0.01%-32,54313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding79,360$682K+10,118Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…78,445$675K0.25%+1,37913F-HRTimeline
Financial Advocates Investment Manageme…77,175$664K0.05%-19,87613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC76,026$654K0.18%013F-HRTimeline
OMC Financial Services LTD67,880$584K0.26%013F-HRTimeline
Tyler-Stone Wealth Management66,084$568K0.1%+1,35413F-HRTimeline
Atria Wealth Solutions, Inc.63,734$548K0.01%-2,29413F-HRTimeline
Farther Finance Advisors, LLC63,168$545K0.01%+1,71613F-HRTimeline
Stolper Co61,895$532K0.17%+69413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.60,159$517K0.03%-4,99513F-HR/ATimelineGroup
Palogic Value Management, L.P.57,000$490K0.22%013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,857$489K<0.01%-3,00613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV50,793$437K<0.01%+14,32413F-HRTimeline
Avantax Planning Partners, Inc.49,635$427K0.02%013F-HRTimeline
Wealthspire Advisors, LLC48,787$420K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.48,561$418K0.16%+71613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC47,782$411K0.02%+33,47713F-HRTimelineGroup
Investment Partners Asset Management, I…46,265$398K0.31%-1,95013F-HRTimeline
Private Advisor Group, LLC46,143$397K<0.01%+1,32813F-HRTimeline
Concorde Asset Management, LLC48,404$396K0.21%+12,89113F-HRTimeline
Saxony Capital Management, LLC45,809$394K0.35%+1,50013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP45,800$394K<0.01%+12,50013F-HRTimelineGroup
Cove Private Wealth, LLC45,237$389K0.2%013F-HRTimeline
Mezzasalma Advisors, LLC44,598$384K0.13%+76513F-HRTimeline
Brick & Kyle, Associates44,631$383K0.18%-31213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…44,324$381K<0.01%-75213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC44,218$380K<0.01%+18,14813F-HRTimelineGroup
NWF Advisory Services Inc.44,084$379K0.05%new13F-HRTimeline
SHUFRO ROSE & CO LLC42,662$367K0.03%+8,80013F-HRTimeline
SAXON INTERESTS, INC.40,245$346K0.16%+77613F-HRTimeline
NewEdge Advisors, LLC40,156$345K<0.01%-3,79913F-HRTimeline
Creative Planningin group Creative Planning39,096$336K<0.01%+4,02213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC38,864$334K0.01%+19,74213F-HRTimeline
Venture Visionary Partners LLC38,710$333K0.01%+1,88013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,627$332K<0.01%-73,56113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…38,444$331K0.03%+1,62613F-HRTimeline
HighTower Advisors, LLC37,748$325K<0.01%+2,86613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,809$308K<0.01%+6,25913F-HR/ATimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…35,560$307K0.05%+1,05613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,390$304K<0.01%+15,56813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC35,135$302K<0.01%-2,30913F-HRTimelineGroup
D.A. DAVIDSON & CO.34,673$298K<0.01%+2,82913F-HRTimeline
LANARK FINANCIAL, INC.34,237$294K0.03%+34,16913F-HRTimeline
DAVENPORT & Co LLC34,146$294K<0.01%-1,14513F-HRTimeline
Dakota Wealth Management34,007$292K0.01%013F-HRTimeline
WCG Wealth Advisors LLC33,682$290K0.02%new13F-HR/ATimeline
&PARTNERS33,328$288K<0.01%+18,32413F-HRTimeline
Elequin Capital, LP33,080$284K0.05%+11,38213F-HRTimeline
K2 PRINCIPAL FUND, L.P.32,984$284K0.04%+5,00013F-HRTimeline
Advisory Services Network, LLC31,825$274K0.01%-9,29313F-HRTimeline
COMERICA BANK30,144$259K<0.01%-3,42813F-HRTimeline
ELCO Management Co., LLC29,513$254K0.14%+1,85013F-HRTimeline
Peak Planning Group, LLC29,273$252K0.11%+52713F-HRTimeline
Oder Investment Management, LLC28,968$249K0.21%+14413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,883$247K0.01%013F-HRTimelineGroup
CORRADO ADVISORS, LLC28,305$243K0.16%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,752$238K0.01%013F-HRTimelineGroup
Roble, Belko & Company, Inc27,278$235K0.04%-113F-HRTimeline
Integrated Wealth Concepts LLC26,881$231K<0.01%+60713F-HRTimeline
WEALTHSPAN PARTNERS, LLC25,856$222K0.1%+28513F-HRTimeline
Claro Advisors Inc.24,408$210K0.03%-6,25413F-HRTimeline
CFO4Life Group, LLC24,086$207K0.03%+50313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,052$198K0.02%013F-HRTimeline
Widmann Financial Services, Inc.22,761$196K0.15%+613F-HRTimeline
Plancorp, LLC22,000$189K0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,945$189K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,676$186K0.01%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC21,620$186K0.02%+27613F-HRTimeline
Kaydan Wealth Management, Inc.21,513$185K0.06%013F-HRTimeline
Cordgrass Capital Advisors, LLC21,139$182K0.05%-2,50013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC20,604$177K<0.01%-20,46213F-HRTimelineGroup
Western Financial Corp/CA20,470$176K0.1%+5,35913F-HRTimeline
Masso Torrence Wealth Management Inc.20,413$176K0.09%013F-HRTimeline
XML Financial, LLC20,372$175K0.02%013F-HRTimeline
Capital Asset Advisory Services LLC20,106$173K0.01%new13F-HRTimeline
Comprehensive Money Management Services…19,698$169K0.14%-1,97713F-HRTimeline
Aurora Private Wealth, Inc.19,328$166K0.13%+19813F-HR/ATimeline
Wharton Business Group, LLC19,004$163K0.01%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC18,811$162K0.01%013F-HRTimeline
Wealth Management Associates, Inc.18,472$159K0.07%-3,42013F-HRTimeline
Sheaff Brock Investment Advisors, LLC18,234$157K0.01%-1213F-HRTimeline
Kapstone Financial Advisors LLC18,161$156K0.09%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,067$155K<0.01%-95,43313F-HRTimelineGroup
Heritage Wealth Management, Inc.18,000$155K0.05%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,964$154K<0.01%+70513F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC17,308$149K0.08%-23113F-HRTimeline
Moors & Cabot, Inc.17,165$148K0.01%013F-HRTimeline
Iowa State Bank16,946$146K0.03%013F-HRTimeline
Prairie Wealth Advisors, Inc.16,300$140K0.07%+10013F-HRTimeline
WEDBUSH SECURITIES INC16,246$140K0.01%013F-HRTimeline
Cresset Asset Management, LLC16,060$138K<0.01%-4513F-HRTimeline
GILL CAPITAL PARTNERS, LLC15,383$132K0.05%013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC15,090$130K0.08%013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,546$125K<0.01%-3,70913F-HRTimelineGroup
Icon Wealth Advisors, LLC14,213$122K0.01%+29513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC14,187$122K0.05%+11513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,000$120K<0.01%013F-HRTimelineGroup
CHOREO, LLC13,887$119K<0.01%-7,63413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,846$119K<0.01%013F-HRTimelineGroup
Sterling Financial Planning, Inc.13,831$119K0.04%013F-HRTimeline
Sowell Financial Services LLC13,562$117K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,459$116K<0.01%+7513F-HRTimelineGroup
Pallas Capital Advisors LLC13,458$116K<0.01%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…13,346$115K0.02%+7013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,251$114K<0.01%+1,14113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,861$114K<0.01%+8013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC12,817$110K<0.01%+26913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC12,236$105K0.01%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.12,210$105K0.06%new13F-HRTimeline
Quad-Cities Investment Group, LLC11,832$102K0.05%+1113F-HRTimeline
Perigon Wealth Management, LLC11,767$101K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,717$101K<0.01%new13F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC11,600$99.8K<0.01%013F-HR/ATimeline
B. Riley Wealth Advisors, Inc.11,267$96.9K<0.01%+17913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources11,212$96.4K<0.01%+8613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,000$94.6K<0.01%-2,10413F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC10,939$94.1K0.01%013F-HRTimeline
EP Wealth Advisors, LLC10,929$94K<0.01%-11,89113F-HRTimeline
Live Oak Private Wealth LLC10,525$90.5K0.01%013F-HRTimeline
Dana Investment Advisors, Inc.10,330$88.8K<0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC10,164$87.4K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,050$86.4K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,000$86.4K<0.01%new13F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,000$86K<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,301$85.4K0.01%013F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.9,728$83.7K0.07%013F-HRTimeline
Cape Investment Advisory, Inc.9,293$79.9K0.03%013F-HRTimeline
Sunbelt Securities, Inc.8,740$75.2K0.01%-13,39413F-HRTimeline
Hexagon Capital Partners LLC7,763$66.8K0.01%013F-HRTimeline
Creekmur Asset Management LLC7,510$64.6K0.01%+2,30613F-HRTimeline
CWM, LLCin group CWM, LLC7,433$64K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,415$63.8K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.7,266$62.5K<0.01%013F-HRTimeline
CITY HOLDING CO5,512$47.4K0.01%013F-HRTimeline
MAI Capital Management4,656$40K<0.01%+8713F-HRTimeline
AMERIFLEX GROUP, INC.4,410$37.9K0.02%-3,97613F-HRTimeline
Northwest Capital Management Inc4,375$37.6K0.02%013F-HRTimeline
Crews Bank & Trust3,321$28.6K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC3,200$27.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,700$23.2K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC2,200$19K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,230$19K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,010$17.3K<0.01%+1,50013F-HRTimeline
IFP Advisors, Inc1,906$16.4K<0.01%013F-HRTimeline
Fortitude Family Office, LLC1,819$15.6K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,629$14K<0.01%+82913F-HRTimeline
Costello Asset Management, INC1,487$12.8K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,466$12.6K<0.01%-73313F-HRTimeline
Allworth Financial LP1,324$10.9K<0.01%+89913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,198$10.3K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC1,087$9.35K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,013$8.71K<0.01%013F-HRTimeline
Trust Co1,000$8.6K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\979$8.42K<0.01%013F-HRTimelineGroup
EASTERN BANK923$7.94K<0.01%013F-HRTimeline
Clearstead Advisors, LLC750$6.45K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA664$5.71K<0.01%new13F-HRTimelineGroup