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Disclosery

BDVL BLACKROCK ETF TRUST

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DISCIPLINED VOLA (fund)

100 managers (101 13F filers) reported a position in BDVL shares at 2026-06-30, 78,703,862 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
100
13F filers
101
New
16
Added
50
Reduced
28
Sold out
7
Shares held by filers
78,703,862

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding35,222,475$915M+1,891,968Timeline
LPL Financial LLC13,770,668$358M0.08%+1,536,91813F-HRTimeline
MML INVESTORS SERVICES, LLC7,403,309$192M0.39%+1,501,88613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,281,647$137M0.02%+1,779,43613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,461,669$89.5M0.01%-15,68513F-HRTimelineGroup
Cetera Investment Advisers2,955,468$76.8M0.07%+260,15713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,306,714$59.9M0.37%+125,84813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,058,489$53.5M0.03%+60,27113F-HRTimelineGroup
WBH ADVISORY INC802,839$20.9M1.4%+28,15413F-HRTimeline
Sequoia Financial Advisors, LLC496,841$12.9M0.06%-15,20313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…479,625$12.5M0.01%+423,84413F-HRTimelineGroup
Waverly Advisors, LLC388,782$10.1M0.06%+39,32713F-HRTimeline
NorthRock Partners, LLC378,158$9.82M0.14%-31,02913F-HRTimeline
Sanctuary Advisors, LLC365,322$9.49M0.04%-1,97613F-HRTimeline
World Investment Advisors345,448$8.97M0.15%+15,12913F-HRTimeline
Invst, LLC339,287$8.81M0.86%+27,73113F-HRTimeline
Beacon Bridge Wealth Partners, LLC207,920$5.4M1.54%-4,26313F-HRTimeline
Integrated Wealth Concepts LLC173,291$4.5M0.02%+10,53513F-HRTimeline
Regal Investment Advisors LLC167,905$4.36M0.23%+7,89413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…140,966$3.66M1.51%new13F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC123,131$3.2M0.61%-71813F-HRTimeline
Cambridge Investment Research Advisors,…97,883$2.54M0.01%-31,77413F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC83,456$2.17M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,117$2.13M<0.01%-24,25413F-HRTimelineGroup
RDA Financial Network79,923$2.08M0.45%+3,26013F-HRTimeline
Orion Porfolio Solutions, LLC76,772$1.99M0.02%-5,04513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…71,645$1.86M0.16%+10,99813F-HRTimelineGroup
Strategic Blueprint, LLC71,287$1.85M0.09%+2,64813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC63,911$1.66M<0.01%-10,13913F-HRTimeline
B. Riley Wealth Advisors, Inc.57,797$1.49M0.08%+24,08013F-HRTimeline
GeoWealth Management, LLC54,136$1.41M0.04%-1,30313F-HRTimeline
Claro Advisors Inc.54,112$1.41M0.15%+2,32913F-HRTimeline
Milestone Asset Management Group, LLC48,595$1.26M0.64%-64513F-HRTimeline
LongView Wealth Management47,957$1.25M0.32%+5,46013F-HRTimeline
Two West Capital Advisors LLC47,957$1.24M0.62%+3,37413F-HRTimeline
Frisch Financial Group, Inc.45,741$1.19M0.2%+15,77113F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding42,925$1.12M-21,262Timeline
WEALTHGARDEN F.S. LLC35,468$921K0.52%-34,83613F-HRTimeline
Aptus Capital Advisors, LLC30,243$786K0.01%+56013F-HRTimeline
CPWA, LLC29,925$777K0.9%+17913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,979$727K<0.01%+31513F-HRTimelineGroup
Legacy Edge Advisors, LLC27,250$708K0.07%+1,03413F-HR/ATimeline
Advisory Services Network, LLC27,181$706K0.01%+3,93113F-HRTimeline
Vise Technologies, Inc.27,157$706K0.01%new13F-HRTimeline
Fortis Advisors, LLC26,518$689K0.32%-80013F-HRTimeline
MSH Capital Advisors LLC26,317$684K0.12%+21313F-HRTimeline
WCG Wealth Advisors LLC24,419$634K0.02%-6,38113F-HRTimeline
Private Advisor Group, LLC22,798$592K<0.01%+98813F-HRTimeline
Advisors Capital Management, LLC22,543$586K0.01%+10,71513F-HRTimeline
Advyzon Investment Management, LLC22,270$579K0.04%+45013F-HRTimeline
Merit Financial Group, LLC22,143$575K<0.01%+1,69813F-HR/ATimeline
Resurgent Financial Advisors LLC21,582$561K0.16%+1,63013F-HRTimeline
Wealthspire Advisors, LLC20,634$536K<0.01%013F-HRTimeline
Vantus Wealth LLC20,139$523K0.28%13F-HRTimeline
Aegis Wealth Management, Inc.18,759$487K0.31%+6,99513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,714$486K0.02%new13F-HRTimelineGroup
Advisory Solutions Group, LLC18,589$483K0.17%13F-HRTimeline
Prospera Financial Services Inc18,379$477K0.01%+4,09013F-HRTimeline
PRIVATE TRUST CO NA17,851$464K0.04%+8,82513F-HRTimeline
Atria Investments, Inc15,869$412K<0.01%new13F-HRTimeline
Financial Sense Advisors, Inc.15,457$402K0.08%-1,11513F-HRTimeline
Vertex Planning Partners, LLC15,448$401K0.06%+36313F-HRTimeline
GTS SECURITIES LLC13,411$348K0.01%-31,52613F-HRTimeline
Ausdal Financial Partners, Inc.13,312$346K0.01%-21413F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.13,394$330K0.19%013F-HRTimeline
Freedom Investment Management, Inc.11,663$303K0.08%-10913F-HRTimeline
Magnus Financial Group LLC11,536$300K0.02%-13,78113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,550$274K<0.01%-1,06713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV10,332$268K0.01%-25013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,036$261K<0.01%new13F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC9,980$259K0.07%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,676$251K<0.01%-34413F-HRTimelineGroup
Valmark Advisers, Inc.9,023$234K<0.01%+7713F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC9,012$234K0.06%+37413F-HRTimeline
Elevated Financial Group LLC8,696$226K0.06%-14,63313F-HRTimeline
IFG Advisory, LLC8,618$224K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,467$220K<0.01%+1,55513F-HRTimelineGroup
Elevation Wealth Management LLC8,408$218K0.16%-26313F-HRTimeline
J.W. COLE ADVISORS, INC.8,131$211K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,067$210K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,110$185K<0.01%+6,87113F-HRTimelineGroup
Continuum Advisory, LLC5,739$149K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC5,101$132K<0.01%013F-HRTimeline
Park Place Capital Corp4,483$116K0.02%+1713F-HRTimeline
Global Retirement Partners, LLC3,764$97.8K<0.01%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,509$91K<0.01%+15813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,414$88.7K<0.01%+62213F-HRTimelineGroup
Signature Equity Partners, LLC3,142$81.6K0.04%+6113F-HRTimeline
FMR LLCin group FMR LLC3,136$81.5K<0.01%-2,56713F-HRTimelineGroup
Qube Research & Technologies Ltd2,309$60K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,005$52.1K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC1,870$48.5K0.01%+1613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,587$41.2K<0.01%new13F-HRTimelineGroup
Windsor Advisory Group, LLC1,467$38.1K0.03%-10,41813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,040$27K<0.01%+99013F-HRTimeline
Farther Finance Advisors, LLC546$14.2K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.535$13.9K0.01%+513F-HRTimeline
Allworth Financial LP448$11.6K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS328$8.53K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS217$5.64K<0.01%-39013F-HRTimelineGroup