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Disclosery

BDVL BLACKROCK ETF TRUST

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DISCIPLINED VOLA (fund)

78 managers (80 13F filers) reported a position in BDVL shares at 2025-12-31, 69,765,717 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
78
13F filers
80
New
11
Added
40
Reduced
20
Sold out
7
Shares held by filers
69,765,717

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding33,213,655$824M+2,865,896Timeline
LPL Financial LLC11,561,985$287M0.08%+1,567,08213F-HRTimeline
MML INVESTORS SERVICES, LLC7,273,424$180M0.44%+903,39513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,496,333$86.7M0.01%+26,59813F-HRTimelineGroup
Cetera Investment Advisers2,678,177$66.4M0.07%+229,26913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,210,251$54.8M0.03%-21,49113F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,122,293$52.6M0.45%+130,95013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,812,511$45M0.01%+1,497,10913F-HRTimelineGroup
WBH ADVISORY INC791,606$19.6M1.45%+10,56713F-HRTimeline
Sequoia Financial Advisors, LLC520,187$12.9M0.07%+17,46813F-HRTimeline
NorthRock Partners, LLC426,717$10.6M0.18%+110,66113F-HRTimeline
Waverly Advisors, LLC323,822$8.03M0.07%+29,99513F-HRTimeline
Invst, LLC321,064$7.96M0.87%+24,38113F-HRTimeline
Sanctuary Advisors, LLC307,420$7.63M0.04%+45,94613F-HRTimeline
Beacon Bridge Wealth Partners, LLC216,744$5.38M1.79%+34,95313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.214,766$5.33M0.01%-58,88613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC186,842$4.63M0.01%+10,61113F-HRTimeline
Regal Investment Advisors LLC162,642$4.03M0.24%+6,52813F-HRTimeline
Cambridge Investment Research Advisors,…144,314$3.58M0.01%+32,52113F-HRTimeline
Magnus Financial Group LLC134,769$3.34M0.26%+2,72513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC134,463$3.34M0.75%+6,45213F-HRTimeline
Orion Porfolio Solutions, LLC86,536$2.15M0.02%+58,99613F-HRTimeline
WEALTHGARDEN F.S. LLC75,639$1.91M1.26%+5,50813F-HRTimeline
RDA Financial Network76,821$1.91M0.46%+10,14813F-HRTimeline
Strategic Blueprint, LLC70,752$1.76M0.1%+4,30913F-HRTimeline
GTS SECURITIES LLC68,685$1.7M0.06%new13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding65,368$1.62M+43,196Timeline
Archer Investment Management, LLC58,959$1.46M0.79%new13F-HRTimeline
GeoWealth Management, LLC56,807$1.41M0.05%-3,07213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…52,865$1.31M0.11%+21,34713F-HRTimelineGroup
Milestone Asset Management Group, LLC49,240$1.22M0.69%+62613F-HRTimeline
Two West Capital Advisors LLC45,769$1.14M0.66%+27,00313F-HRTimeline
WCG Wealth Advisors LLC43,203$1.07M0.03%-3,62313F-HRTimeline
Claro Advisors Inc.43,194$1.07M0.15%-4,95213F-HRTimeline
Modern Wealth Management, LLC42,914$1.06M0.02%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth35,955$892K0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,764$887K<0.01%-252,37713F-HRTimelineGroup
LongView Wealth Management34,162$858K0.21%+19,74113F-HRTimeline
Aptus Capital Advisors, LLC30,977$768K0.01%+65813F-HRTimeline
MSH Capital Advisors LLC30,399$754K0.16%+1,78013F-HRTimeline
B. Riley Wealth Advisors, Inc.28,340$703K0.03%+4,67613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,967$694K<0.01%-50413F-HRTimelineGroup
Legacy Edge Advisors, LLC27,057$671K0.07%+16813F-HRTimeline
Elevated Financial Group LLC26,031$646K0.22%13F-HRTimeline
Fortis Advisors, LLC25,840$641K0.35%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,073$597K<0.01%-93,28313F-HRTimelineGroup
Richmond Investment Services, LLC22,381$555K0.1%+6,08313F-HRTimeline
Merit Financial Group, LLC22,328$554K<0.01%+66213F-HRTimeline
Sunbelt Securities, Inc.22,184$550K0.04%+1,09613F-HRTimeline
Resurgent Financial Advisors LLC21,856$542K0.27%+53313F-HRTimeline
Wealthspire Advisors, LLC20,634$512K<0.01%013F-HRTimeline
Financial Sense Advisors, Inc.19,736$490K0.09%-34113F-HRTimeline
Advisory Services Network, LLC19,408$481K0.01%-60713F-HRTimeline
Advyzon Investment Management, LLC18,890$469K0.05%new13F-HRTimeline
Vantus Wealth LLC18,890$469K0.35%13F-HRTimeline
Private Advisor Group, LLC18,871$468K<0.01%-18,09013F-HRTimeline
Cadia Private Client LLC17,320$430K0.34%13F-HRTimeline
Integrated Wealth Concepts LLC16,008$397K<0.01%-140,50213F-HRTimeline
Ausdal Financial Partners, Inc.13,041$323K0.02%+98513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,200$278K<0.01%new13F-HRTimelineGroup
Aegis Wealth Management, Inc.9,533$236K0.19%13F-HRTimeline
PRIVATE TRUST CO NA9,266$230K0.02%new13F-HRTimeline
Elevation Wealth Management LLC9,231$229K0.22%13F-HRTimeline
Valmark Advisers, Inc.8,928$221K<0.01%-35813F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC8,740$217K0.06%-6513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,679$190K<0.01%-1,28013F-HRTimelineGroup
FMR LLCin group FMR LLC5,776$143K<0.01%-87913F-HRTimelineGroup
Smartleaf Asset Management LLC5,750$143K0.01%-17,72713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,220$129K<0.01%+2,59813F-HRTimelineGroup
Park Place Capital Corp4,572$113K0.02%+4813F-HRTimeline
Signature Equity Partners, LLC3,313$82.2K0.05%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,382$59.1K<0.01%-32413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,005$50.7K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC1,854$47K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC659$16K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.530$13.2K0.01%-50213F-HRTimeline
Global Retirement Partners, LLC171$4.24K<0.01%-5,00713F-HRTimeline
AE Wealth Management LLC59$1.46K<0.01%013F-HRTimeline