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Disclosery

BDJ BLACKROCK ENHANCED EQUITY DI

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COM (fund), issuer CIK 1332283

205 managers (206 13F filers) reported a position in BDJ shares at 2025-12-31, 31,288,457 shares in all. 19 filers opened a position and 18 filers sold out during the quarter.

Managers
205
13F filers
206
New
19
Added
69
Reduced
64
Sold out
18
Shares held by filers
31,288,457

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC4,133,739$39.2M0.01%+89,35713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,419,184$32.4M<0.01%-67,15613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,667,340$25.3M<0.01%-25,09913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,297,905$21.8M0.16%+234,88713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,196,726$20.8M<0.01%-187,97713F-HRTimelineGroup
LPL Financial LLC1,866,062$17.7M<0.01%+54,82613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,132,105$10.7M0.01%+20,17713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA855,041$8.11M<0.01%+19,90913F-HRTimelineGroup
Waterfront Wealth Inc.778,390$7.39M1.4%-137,34313F-HRTimeline
UBS Group AGin group UBS Group AG700,242$6.64M<0.01%+62,97413F-HRTimelineGroup
Janney Montgomery Scott LLC636,220$6.03M0.01%-4,84913F-HRTimeline
Advisors Asset Management, Inc.600,745$5.7M0.1%-132,21913F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC592,979$5.62M0.01%-20,00613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/572,447$5.43M<0.01%-17,47213F-HRTimelineGroup
Boothe Investment Group, Inc.527,966$5.01M1.79%+31,29813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.510,941$4.84M0.01%+89,93113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC433,615$4.11M0.01%-3,63413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC289,226$2.74M<0.01%-8,75713F-HRTimelineGroup
Steward Partners Investment Advisory, L…271,839$2.58M0.01%-4,53213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.269,290$2.55M<0.01%+2,21313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.253,474$2.4M0.08%-75,17213F-HRTimeline
Cetera Investment Advisers244,186$2.31M<0.01%+16,37813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth175,349$1.66M<0.01%new13F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …172,475$1.64M<0.01%-3,97113F-HRTimelineGroup
Shulman DeMeo Asset Management LLC135,379$1.28M0.29%-17813F-HRTimeline
NewEdge Advisors, LLC128,510$1.22M<0.01%+42,80213F-HRTimeline
Cambridge Investment Research Advisors,…120,961$1.15M<0.01%+81913F-HRTimeline
IHT Wealth Management, LLC119,759$1.14M0.03%-6,85013F-HRTimeline
Centurion Wealth Management LLC113,260$1.07M0.24%-44413F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC111,677$1.06M<0.01%+27,16213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC110,900$1.05M0.05%-8,16213F-HRTimeline
Waverly Advisors, LLC108,210$1.03M0.01%-1,07013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV106,611$1.01M<0.01%+2,09413F-HRTimeline
&PARTNERS101,485$962K0.01%+1,59513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,941$932K<0.01%-9,16113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,616$925K<0.01%+16113F-HR/ATimelineGroup
WealthTrust Axiom LLC97,206$922K0.24%-1,27813F-HRTimeline
Shaker Financial Services, LLC97,082$920K0.29%-271,41013F-HRTimeline
David J Yvars Group95,721$904K0.48%+1,30413F-HRTimeline
PMG Family Office LLC90,688$860K0.99%-33,87513F-HRTimeline
Farther Finance Advisors, LLC86,576$821K0.01%+21,77513F-HRTimeline
Sanctuary Advisors, LLC83,446$791K<0.01%-1,03613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,116$750K0.01%+24,25713F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…78,497$744K0.22%+81813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding77,717$737K+1,830Timeline
ASHTON THOMAS SECURITIES, LLC73,226$694K0.13%-1,20013F-HRTimeline
Kovack Advisors, Inc.71,900$682K0.03%new13F-HR/ATimeline
OMC Financial Services LTD66,580$631K0.24%-40013F-HRTimeline
Concorde Asset Management, LLC66,105$627K0.25%+8,20013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP65,000$616K<0.01%+20,00013F-HRTimelineGroup
Stolper Co64,696$613K0.18%+96213F-HRTimeline
Wealthspire Advisors, LLC63,895$606K<0.01%+11,83813F-HRTimeline
HighTower Advisors, LLC59,698$566K<0.01%+23,75213F-HRTimeline
Palogic Value Management, L.P.57,000$540K0.23%013F-HRTimeline
MGB Wealth Management, LLC56,869$539K0.15%013F-HRTimeline
Summit Financial, LLC56,047$531K0.01%+7,76613F-HRTimeline
WCG Wealth Advisors LLC56,009$531K0.01%+92013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.53,285$505K0.02%-1,80013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.51,211$485K0.16%+1,16913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP50,439$478K<0.01%+1,21013F-HRTimelineGroup
Avantax Planning Partners, Inc.49,635$471K0.01%013F-HRTimeline
Private Advisor Group, LLC48,581$461K<0.01%+22313F-HRTimeline
Investment Partners Asset Management, I…47,389$449K0.28%-49013F-HRTimeline
Allworth Financial LP46,731$443K<0.01%+1,12413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.45,700$433K<0.01%-4,39613F-HRTimelineGroup
CWM, LLCin group CWM, LLC45,433$431K<0.01%+38,00013F-HRTimelineGroup
Cove Private Wealth, LLC45,237$429K0.13%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…44,820$425K0.03%+5,05413F-HRTimeline
Mezzasalma Advisors, LLC45,034$424K0.1%+1,15913F-HRTimeline
Brick & Kyle, Associates44,046$418K0.15%-24313F-HRTimeline
D.A. DAVIDSON & CO.43,116$409K<0.01%-2,58013F-HRTimeline
Saxony Capital Management, LLC42,883$407K0.25%+3013F-HRTimeline
Claro Advisors Inc.42,088$399K0.05%-5,14013F-HRTimeline
SHUFRO ROSE & CO LLC41,862$397K0.03%013F-HRTimeline
SAXON INTERESTS, INC.39,428$374K0.13%-1,66613F-HRTimeline
Venture Visionary Partners LLC36,829$367K0.01%-113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC36,566$347K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,291$344K<0.01%+22,11313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,809$340K<0.01%-10,95313F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…35,249$334K0.04%+15713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,113$333K<0.01%-102,46213F-HRTimelineGroup
NWF Advisory Services Inc.35,013$332K0.04%-9,07113F-HRTimeline
Mariner, LLCin group Mariner, LLC34,943$331K<0.01%-24,58013F-HRTimelineGroup
DAVENPORT & Co LLC33,008$313K<0.01%013F-HRTimeline
K2 PRINCIPAL FUND, L.P.32,984$313K0.03%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC32,296$306K0.02%13F-HRTimeline
LANARK FINANCIAL, INC.31,572$299K0.02%-69813F-HRTimeline
COMERICA BANK31,453$298K<0.01%-2,02113F-HRTimeline
Kapstone Financial Advisors LLC30,936$293K0.15%+3,77513F-HRTimeline
Peak Planning Group, LLC28,400$269K0.08%+59213F-HRTimeline
CORRADO ADVISORS, LLC28,305$268K0.13%013F-HRTimeline
Integrated Wealth Concepts LLC28,034$266K<0.01%+5613F-HRTimeline
Harbour Wealth Management Group, Inc.27,587$262K0.2%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC27,406$260K<0.01%-58413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,634$252K0.01%-3,00513F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC26,559$252K0.09%+11313F-HRTimeline
CFO4Life Group, LLC25,936$246K0.04%+81113F-HRTimeline
Creative Planningin group Creative Planning25,358$240K<0.01%new13F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC25,000$237K0.07%new13F-HRTimeline
ELCO Management Co., LLC24,963$237K0.15%+1,30013F-HRTimeline
Roble, Belko & Company, Inc24,762$235K0.03%013F-HRTimeline
Western Financial Corp/CA24,032$228K0.09%+59313F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC23,698$225K0.1%-5813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,660$224K<0.01%+5,96913F-HRTimelineGroup
Advisory Services Network, LLC23,086$219K<0.01%-10,94913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,019$218K<0.01%+45813F-HRTimelineGroup
Widmann Financial Services, Inc.22,783$216K0.13%+1013F-HRTimeline
SeaCrest Wealth Management, LLC22,638$214K0.02%+44613F-HRTimeline
Oder Investment Management, LLC22,068$209K0.15%-7,19813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,003$209K<0.01%+9313F-HRTimelineGroup
Plancorp, LLC22,000$209K0.01%013F-HRTimeline
Pekin Hardy Strauss, Inc.21,776$206K0.02%new13F-HRTimeline
Kaydan Wealth Management, Inc.21,513$204K0.06%013F-HRTimeline
WEDBUSH SECURITIES INC21,459$203K0.01%-4,54913F-HRTimeline
Cordgrass Capital Advisors, LLC21,139$200K0.05%013F-HRTimeline
Blue Trust, Inc.20,875$198K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,648$196K<0.01%-6,12513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,644$196K<0.01%+5,84113F-HRTimelineGroup
Aurora Private Wealth, Inc.20,052$190K0.12%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,311$183K<0.01%+43713F-HRTimelineGroup
Wharton Business Group, LLC19,004$180K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC18,966$180K<0.01%+2,65813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,946$180K0.01%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC18,811$178K0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,942$170K<0.01%-12613F-HR/ATimeline
Moors & Cabot, Inc.17,600$167K0.01%+60013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,473$165K0.01%+3,84513F-HRTimelineGroup
Prairie Wealth Advisors, Inc.0$165K0.07%-16,92513F-HRTimelineAmount filed as zero, left out of ratios.
XML Financial, LLC17,117$162K0.01%-8,01213F-HRTimeline
Comprehensive Money Management Services…17,045$162K0.11%013F-HRTimeline
Wealth Management Associates, Inc.16,065$152K0.05%-1,90813F-HRTimeline
IPG Investment Advisors LLC16,000$152K0.03%new13F-HRTimeline
Cresset Asset Management, LLC15,978$151K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC15,348$145K0.03%-55513F-HRTimeline
Icon Wealth Advisors, LLC15,294$145K0.01%+47513F-HRTimeline
Heritage Wealth Management, Inc.15,250$145K0.04%-1,00013F-HRTimeline
World Investment Advisors15,224$144K<0.01%+4,36313F-HR/ATimeline
Todd Wealth Management, LLC15,200$144K0.13%13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC15,090$143K0.07%013F-HRTimeline
Iowa State Bank14,696$139K0.03%013F-HRTimeline
Heritage Wealth Management, Inc./Texas14,462$137K0.06%+45713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,000$133K<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP13,985$133K<0.01%-1,50513F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK13,946$132K<0.01%+10013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC13,883$132K0.04%-1,50013F-HRTimeline
Sterling Financial Planning, Inc.13,831$131K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC13,811$131K<0.01%+43913F-HRTimeline
Allen Mooney & Barnes Investment Adviso…13,602$129K0.02%+11213F-HRTimeline
HARBOUR INVESTMENTS, INC.13,393$127K<0.01%+13,18313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.13,225$125K0.04%-3,16413F-HRTimeline
Indivisible Partners13,164$125K0.01%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC12,236$116K0.01%013F-HRTimeline
SMITH, MOORE & CO.12,113$115K0.01%+3213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,105$115K0.03%+10613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,862$112K<0.01%+5813F-HRTimelineGroup
Perigon Wealth Management, LLC11,767$112K<0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,600$110K<0.01%013F-HRTimeline
CHOREO, LLC11,483$110K<0.01%-1,56113F-HRTimeline
DECISION INVESTMENTS, INC11,361$108K0.12%13F-HRTimeline
First Heartland Consultants, Inc.11,324$107K0.01%-76513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,000$104K<0.01%013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC10,946$104K0.01%-2,22413F-HRTimeline
PFG Investments, LLC10,793$102K<0.01%new13F-HRTimeline
Live Oak Private Wealth LLC10,525$99.8K0.01%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC10,369$98.3K0.01%013F-HRTimeline
Dana Investment Advisors, Inc.10,330$97.9K<0.01%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,301$97.7K<0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC10,131$96K<0.01%013F-HRTimeline
HB Wealth Management, LLC10,010$94.9K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.9,293$88.1K0.03%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,415$70.3K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.7,266$68.9K<0.01%013F-HRTimeline
MAI Capital Management6,538$62K<0.01%+55513F-HRTimeline
SHP Wealth Management5,514$52.3K<0.01%13F-HRTimeline
Larson Financial Group LLC5,243$49.7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.3,910$37.1K0.02%-2,31013F-HRTimeline
Global Wealth Strategies & Associates3,904$37K0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC3,662$34.7K0.02%new13F-HRTimeline
Chung Wu Investment Group, LLC3,607$34.2K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,500$33.2K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,981$28.3K<0.01%new13F-HRTimeline
United Financial Planning Group LLC2,847$27K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC2,403$23K<0.01%+7613F-HRTimeline
Smartleaf Asset Management LLC2,200$20.7K<0.01%013F-HRTimeline
Towne Trust Company, N.A1,954$18.5K0.01%new13F-HRTimeline
Fortitude Family Office, LLC1,819$17.2K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,644$15.6K<0.01%new13F-HRTimeline
Root Financial Partners, LLC1,499$14.2K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,466$13.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,440$13.7K<0.01%-7,30013F-HRTimeline
Pacifica Partners Inc.1,369$12.9K0.01%-60013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO924$8.76K<0.01%-29913F-HRTimelineGroup
IFP Advisors, Inc906$8.59K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.700$6.63K<0.01%+2213F-HRTimeline
Pinnacle Bancorp, Inc.632$5.99K<0.01%-2,76813F-HRTimeline
Geneos Wealth Management Inc.500$4.74K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC466$4.42K<0.01%013F-HRTimeline
CX Institutional435$4K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC301$2.85K<0.01%013F-HRTimeline
Arax Advisory Partners183$1.74K<0.01%013F-HRTimeline