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Disclosery

BDJ BLACKROCK ENHANCED EQUITY DI

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COM (fund), issuer CIK 1332283

207 managers (208 13F filers) reported a position in BDJ shares at 2025-06-30, 31,969,208 shares in all. 22 filers opened a position and 24 filers sold out during the quarter.

Managers
207
13F filers
208
New
22
Added
77
Reduced
55
Sold out
24
Shares held by filers
31,969,208

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC3,980,743$35.4M0.01%+338,68413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,418,226$30.4M<0.01%-46,43713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,549,218$22.7M<0.01%-750,56813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,312,750$20.6M<0.01%+122,92313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,093,323$18.6M0.15%+49,14813F-HRTimelineGroup
LPL Financial LLC1,634,779$14.5M<0.01%+251,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,103,771$9.81M0.01%-9,82313F-HRTimelineGroup
Advisors Asset Management, Inc.1,045,061$9.29M0.17%-29,17213F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA838,645$7.46M<0.01%-16,76513F-HR/ATimelineGroup
Waterfront Wealth Inc.690,657$6.14M1.38%+46,15013F-HRTimeline
UBS Group AGin group UBS Group AG667,399$5.93M<0.01%-111,95013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/632,952$5.63M<0.01%+82,32713F-HRTimelineGroup
Shaker Financial Services, LLC627,929$5.58M2.02%+352,61713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…614,307$5.46M0.08%+18,15413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC602,737$5.36M0.01%+17,43413F-HRTimeline
Boothe Investment Group, Inc.480,964$4.28M1.63%+5,95913F-HRTimeline
NorthCoast Asset Management LLC437,874$3.89M0.02%+39313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.401,644$3.57M0.01%+54,32413F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC388,646$3.45M0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC352,754$3.14M0.01%+50,01213F-HRTimeline
Hennion & Walsh Asset Management, Inc.316,690$2.82M0.11%+26,73413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC293,705$2.61M<0.01%-17,85013F-HRTimelineGroup
Steward Partners Investment Advisory, L…274,704$2.44M0.02%+20,61013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.265,090$2.36M<0.01%+61713F-HRTimelineGroup
Cetera Investment Advisers202,400$1.8M<0.01%-98313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …163,153$1.45M<0.01%-119,63813F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC161,257$1.43M0.32%+12,21813F-HRTimeline
Shulman DeMeo Asset Management LLC137,062$1.22M0.3%-4,53113F-HRTimeline
IHT Wealth Management, LLC127,615$1.13M0.03%-1,56713F-HRTimeline
Karpus Management, Inc.125,304$1.11M0.04%-485,25113F-HRTimeline
Cambridge Investment Research Advisors,…124,285$1.1M<0.01%-52,52413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC117,791$1.05M0.08%013F-HRTimeline
Centurion Wealth Management LLC113,615$1.01M0.29%+2,51013F-HRTimeline
Waverly Advisors, LLC110,799$985K0.01%-2,29213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…104,528$940K<0.01%-10,92313F-HRTimeline
WealthTrust Axiom LLC97,206$864K0.25%-7,66913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…94,515$840K<0.01%+5,65913F-HR/ATimelineGroup
David J Yvars Group93,601$830K0.49%+97513F-HRTimeline
&PARTNERS90,157$801K0.01%+56,82913F-HRTimeline
Sanctuary Advisors, LLC85,382$759K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding83,251$740K+3,891Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…77,822$692K0.23%-62313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP76,025$676K<0.01%new13F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC74,426$662K0.16%-1,60013F-HRTimeline
Tyler-Stone Wealth Management68,125$606K0.1%+2,04113F-HRTimeline
OMC Financial Services LTD66,980$595K0.24%-90013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,764$594K<0.01%+56,71413F-HRTimelineGroup
Stolper Co63,671$566K0.19%+1,77613F-HRTimeline
Farther Finance Advisors, LLC63,168$562K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.61,212$544K0.01%+43,14513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.58,458$520K0.03%-1,70113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,934$515K<0.01%+1,07713F-HRTimelineGroup
Palogic Value Management, L.P.57,000$507K0.21%013F-HRTimeline
WCG Wealth Advisors LLC55,600$494K0.03%+21,91813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC51,734$460K<0.01%+7,51613F-HRTimelineGroup
MGB Wealth Management, LLC50,369$448K0.15%-45,36913F-HRTimeline
Avantax Planning Partners, Inc.49,635$441K0.01%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP49,454$440K<0.01%+3,65413F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.49,313$438K0.16%+75213F-HRTimeline
Claro Advisors Inc.49,011$436K0.07%+24,60313F-HRTimeline
Wealthspire Advisors, LLC48,787$434K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…48,389$430K<0.01%+12,58013F-HR/ATimelineGroup
Private Advisor Group, LLC46,507$413K<0.01%+36413F-HRTimeline
Investment Partners Asset Management, I…46,079$410K0.28%-18613F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC45,724$406K<0.01%+25,12013F-HRTimelineGroup
Allworth Financial LP45,276$403K<0.01%+43,95213F-HRTimeline
Cove Private Wealth, LLC45,237$402K0.14%013F-HRTimeline
NewEdge Advisors, LLC44,694$397K<0.01%+4,53813F-HRTimeline
Brick & Kyle, Associates44,174$394K0.17%-45713F-HRTimeline
Saxony Capital Management, LLC43,531$387K0.3%-2,27813F-HRTimeline
Mezzasalma Advisors, LLC43,144$384K0.12%-1,45413F-HRTimeline
NWF Advisory Services Inc.42,885$381K0.05%-1,19913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,978$364K<0.01%+2,35113F-HRTimelineGroup
D.A. DAVIDSON & CO.40,919$364K<0.01%+6,24613F-HRTimeline
SHUFRO ROSE & CO LLC41,862$360K0.03%-80013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…39,766$354K0.03%+1,32213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV39,021$347K<0.01%-11,77213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC38,953$346K0.01%+8913F-HRTimeline
SAXON INTERESTS, INC.40,245$346K0.16%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC37,925$337K0.04%new13F-HRTimeline
Venture Visionary Partners LLC36,830$327K0.01%-1,88013F-HRTimeline
HighTower Advisors, LLC35,925$319K<0.01%-1,82313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,814$318K<0.01%+42413F-HRTimeline
Summit Financial, LLC35,714$317K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…35,040$312K0.04%-52013F-HRTimeline
LANARK FINANCIAL, INC.34,509$306K0.02%+27213F-HRTimeline
DAVENPORT & Co LLC34,146$304K<0.01%013F-HRTimeline
Advisory Services Network, LLC34,093$301K<0.01%+2,26813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC33,757$300K<0.01%-1,37813F-HRTimelineGroup
K2 PRINCIPAL FUND, L.P.32,984$293K0.05%013F-HRTimeline
MGO ONE SEVEN LLC32,763$291K0.01%-78,84313F-HRTimeline
COMERICA BANK32,620$290K<0.01%+2,47613F-HRTimeline
Dakota Wealth Management31,786$283K0.01%-2,22113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC30,766$274K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC30,320$270K<0.01%+15,77413F-HRTimelineGroup
Peak Planning Group, LLC29,825$265K0.17%+55213F-HRTimeline
Oder Investment Management, LLC29,120$259K0.2%+15213F-HRTimeline
CORRADO ADVISORS, LLC28,305$252K0.15%013F-HRTimeline
ELCO Management Co., LLC27,663$246K0.13%-1,85013F-HRTimeline
Integrated Wealth Concepts LLC27,570$245K<0.01%+68913F-HRTimeline
Roble, Belko & Company, Inc27,278$243K0.04%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC26,155$233K0.1%+29913F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC25,440$226K<0.01%new13F-HRTimelineGroup
Kapstone Financial Advisors LLC24,961$222K0.11%+6,80013F-HRTimeline
CFO4Life Group, LLC24,614$219K0.03%+52813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC23,756$211K0.1%+6,44813F-HRTimeline
Western Financial Corp/CA22,962$204K0.11%+2,49213F-HRTimeline
Widmann Financial Services, Inc.22,767$202K0.14%+613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,352$199K<0.01%-6,40013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,101$196K<0.01%+15613F-HRTimelineGroup
Plancorp, LLC22,000$196K0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC21,911$195K0.02%+29113F-HRTimeline
Kaydan Wealth Management, Inc.21,513$191K0.06%013F-HRTimeline
Cordgrass Capital Advisors, LLC21,139$188K0.05%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,919$186K0.01%-8,96413F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…20,853$185K0.01%13F-HRTimeline
Atria Wealth Solutions, Inc.20,818$185K<0.01%-42,91613F-HRTimeline
Sunbelt Securities, Inc.22,134$183K0.02%+13,39413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,484$182K<0.01%new13F-HRTimelineGroup
Masso Torrence Wealth Management Inc.20,413$181K0.08%013F-HRTimeline
Capital Asset Advisory Services LLC20,106$179K0.01%013F-HRTimeline
Aurora Private Wealth, Inc.19,657$175K0.13%+32913F-HRTimeline
Wharton Business Group, LLC19,004$169K0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,946$168K0.01%-4,10613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC18,811$167K0.01%013F-HRTimeline
Comprehensive Money Management Services…18,664$166K0.13%-1,03413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,611$165K<0.01%-3,06513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,142$161K<0.01%-26,18213F-HRTimelineGroup
Wealth Management Associates, Inc.17,973$160K0.06%-49913F-HRTimeline
XML Financial, LLC17,872$159K0.01%-2,50013F-HRTimeline
WEDBUSH SECURITIES INC17,827$158K0.01%+1,58113F-HRTimeline
Moors & Cabot, Inc.17,000$151K0.01%-16513F-HRTimeline
Iowa State Bank16,946$151K0.03%013F-HRTimeline
Prairie Wealth Advisors, Inc.16,300$145K0.06%013F-HRTimeline
Heritage Wealth Management, Inc.16,250$144K0.05%-1,75013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,076$143K<0.01%-1,88813F-HRTimelineGroup
Cresset Asset Management, LLC15,978$142K<0.01%-8213F-HR/ATimeline
Creative Planningin group Creative Planning15,520$138K<0.01%-23,57613F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC15,383$137K0.04%013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC15,090$134K0.08%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,944$133K<0.01%+8313F-HRTimelineGroup
Icon Wealth Advisors, LLC14,521$129K0.01%+30813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP14,015$125K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,000$124K<0.01%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK13,846$123K<0.01%013F-HRTimelineGroup
Sterling Financial Planning, Inc.13,831$123K0.04%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,538$120K<0.01%+7913F-HRTimelineGroup
Pallas Capital Advisors LLC13,458$120K<0.01%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…13,419$119K0.02%+7313F-HRTimeline
Ashton Thomas Private Wealth, LLC13,099$116K<0.01%+28213F-HRTimeline
CHOREO, LLC13,044$116K<0.01%-84313F-HRTimeline
Creekmur Asset Management LLC12,502$111K0.02%+4,99213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,493$111K<0.01%+1,28113F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC12,236$109K0.01%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.12,210$109K0.05%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,931$106K0.03%-2,25613F-HRTimeline
First Heartland Consultants, Inc.11,883$106K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,768$105K<0.01%+5113F-HRTimelineGroup
Perigon Wealth Management, LLC11,767$105K<0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,600$103K<0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,473$102K0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,000$97.8K<0.01%013F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC10,939$97.2K0.01%013F-HRTimeline
Sowell Financial Services LLC10,694$95.1K<0.01%-2,86813F-HRTimeline
MML INVESTORS SERVICES, LLC10,521$94K<0.01%new13F-HRTimeline
Live Oak Private Wealth LLC10,525$93.6K0.01%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,301$91.9K<0.01%013F-HRTimelineGroup
Dana Investment Advisors, Inc.10,330$91.8K<0.01%013F-HRTimeline
Kovack Advisors, Inc.10,200$90.7K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.9,293$82.6K0.03%013F-HRTimeline
Fortitude Family Office, LLC7,619$67.7K0.02%+5,80013F-HRTimeline
CWM, LLCin group CWM, LLC7,433$66K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,415$65.9K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.7,266$64.6K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,147$63.5K<0.01%new13F-HRTimelineGroup
MAI Capital Management6,997$62.2K<0.01%+2,34113F-HRTimeline
Chung Wu Investment Group, LLC3,607$32.1K0.03%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,400$30.2K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC3,200$28.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,010$26.8K<0.01%+1,00013F-HRTimeline
Capital Advisors, Ltd. LLC2,279$20K<0.01%+4913F-HRTimeline
Smartleaf Asset Management LLC2,200$19.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,629$14.5K<0.01%013F-HRTimeline
Costello Asset Management, INC1,520$13.5K0.01%+3313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,497$13.3K<0.01%-11,75413F-HRTimelineGroup
AdvisorNet Financial, Inc1,466$13K<0.01%013F-HRTimeline
CITY HOLDING CO1,462$13K<0.01%-4,05013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,242$11K<0.01%+68713F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,208$10.7K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,200$10.7K<0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,198$10.7K<0.01%013F-HRTimeline
Community Bank, N.A.1,167$10.4K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,013$9.01K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC1,087$9K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,000$8.56K<0.01%new13F-HRTimeline
IFP Advisors, Inc906$8.05K<0.01%-1,00013F-HRTimeline
Clearstead Advisors, LLC750$6.67K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.664$5.9K<0.01%+1413F-HRTimeline
Pacifica Partners Inc.600$5.29K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC466$4.14K<0.01%013F-HRTimeline