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Disclosery

BDVL BLACKROCK ETF TRUST

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DISCIPLINED VOLA (fund)

89 managers (91 13F filers) reported a position in BDVL shares at 2026-03-31, 70,905,062 shares in all. 16 filers opened a position and 5 filers sold out during the quarter.

Managers
89
13F filers
91
New
16
Added
23
Reduced
42
Sold out
5
Shares held by filers
70,905,062

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding33,330,507$822M+116,852Timeline
LPL Financial LLC12,233,750$302M0.08%+671,76513F-HRTimeline
MML INVESTORS SERVICES, LLC5,901,423$145M0.4%-1,372,00113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,502,211$86.3M0.02%+1,689,70013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,477,354$84M0.01%-18,97913F-HR/ATimelineGroup
Cetera Investment Advisers2,695,311$66.4M0.07%+17,13413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,180,866$53.8M0.42%+58,57313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,998,218$49.3M0.03%-212,03313F-HRTimelineGroup
WBH ADVISORY INC774,685$19.3M1.44%-16,92113F-HRTimeline
Sequoia Financial Advisors, LLC512,044$12.6M0.07%-8,14313F-HRTimeline
NorthRock Partners, LLC409,187$10.1M0.16%-17,53013F-HRTimeline
Sanctuary Advisors, LLC367,298$9.05M0.05%+59,87813F-HRTimeline
Waverly Advisors, LLC349,455$8.61M0.06%+25,63313F-HRTimeline
World Investment Advisors330,319$8.14M0.13%new13F-HRTimeline
Invst, LLC311,556$7.68M0.87%-9,50813F-HRTimeline
Beacon Bridge Wealth Partners, LLC212,183$5.23M1.75%-4,56113F-HRTimeline
Integrated Wealth Concepts LLC162,756$4.01M0.03%+146,74813F-HRTimeline
Regal Investment Advisors LLC160,011$3.94M0.23%-2,63113F-HRTimeline
Cambridge Investment Research Advisors,…129,657$3.2M0.01%-14,65713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC123,849$3.05M0.64%-10,61413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,371$2.62M<0.01%-108,39513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…82,295$2.03M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC81,817$2.02M0.02%-4,71913F-HRTimeline
RDA Financial Network76,663$1.89M0.47%-15813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,050$1.83M<0.01%-112,79213F-HRTimeline
WEALTHGARDEN F.S. LLC70,304$1.73M1.18%-5,33513F-HRTimeline
Strategic Blueprint, LLC68,639$1.69M0.1%-2,11313F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding64,187$1.58M-1,181Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…60,647$1.49M0.13%+7,78213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,781$1.38M<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC55,439$1.37M0.05%-1,36813F-HRTimeline
Claro Advisors Inc.51,783$1.28M0.15%+8,58913F-HRTimeline
Milestone Asset Management Group, LLC49,240$1.21M0.71%013F-HRTimeline
Two West Capital Advisors LLC44,583$1.14M0.61%-1,18613F-HRTimeline
GTS SECURITIES LLC44,937$1.11M0.04%-23,74813F-HRTimeline
LongView Wealth Management42,497$1.1M0.28%+8,33513F-HRTimeline
B. Riley Wealth Advisors, Inc.33,717$814K0.05%+5,37713F-HRTimeline
CPWA, LLC29,746$775K0.93%13F-HRTimeline
WCG Wealth Advisors LLC30,800$759K0.02%-12,40313F-HRTimeline
Frisch Financial Group, Inc.29,970$739K0.15%new13F-HRTimeline
Aptus Capital Advisors, LLC29,683$732K0.01%-1,29413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,664$682K<0.01%-30313F-HRTimelineGroup
Fortis Advisors, LLC27,318$673K0.34%+1,47813F-HRTimeline
Legacy Edge Advisors, LLC26,216$646K0.07%-84113F-HRTimeline
MSH Capital Advisors LLC26,104$643K0.14%-4,29513F-HRTimeline
Magnus Financial Group LLC25,317$624K0.05%-109,45213F-HRTimeline
Elevated Financial Group LLC23,329$575K0.19%-2,70213F-HRTimeline
Advisory Services Network, LLC23,250$573K0.01%+3,84213F-HRTimeline
Richmond Investment Services, LLC22,671$559K0.09%+29013F-HRTimeline
Advyzon Investment Management, LLC21,820$538K0.05%+2,93013F-HRTimeline
Private Advisor Group, LLC21,810$538K<0.01%+2,93913F-HRTimeline
Wealthspire Advisors, LLC20,634$509K<0.01%013F-HRTimeline
Merit Financial Group, LLC20,445$504K<0.01%-1,88313F-HRTimeline
Resurgent Financial Advisors LLC19,952$492K0.18%-1,90413F-HRTimeline
Financial Sense Advisors, Inc.16,572$409K0.08%-3,16413F-HRTimeline
Sunbelt Securities, Inc.15,467$381K0.02%-6,71713F-HRTimeline
Vertex Planning Partners, LLC15,085$372K0.07%new13F-HRTimeline
Prospera Financial Services Inc14,289$352K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.13,526$333K0.01%+48513F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.13,394$330K0.19%13F-HRTimeline
Cadia Private Client LLC12,034$297K0.24%-5,28613F-HRTimeline
Windsor Advisory Group, LLC11,885$293K0.24%new13F-HRTimeline
Advisors Capital Management, LLC11,828$292K<0.01%new13F-HRTimeline
Freedom Investment Management, Inc.11,772$290K0.09%new13F-HRTimeline
Aegis Wealth Management, Inc.11,764$290K0.23%+2,23113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,617$286K<0.01%-12,45613F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV10,582$261K0.02%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,020$247K<0.01%-1,18013F-HRTimelineGroup
PRIVATE TRUST CO NA9,026$222K0.02%-24013F-HRTimeline
Valmark Advisers, Inc.8,946$221K<0.01%+1813F-HRTimeline
Elevation Wealth Management LLC8,671$214K0.2%-56013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC8,638$213K0.06%-10213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,912$170K<0.01%+1,69213F-HRTimelineGroup
FMR LLCin group FMR LLC5,703$141K<0.01%-7313F-HRTimelineGroup
Smartleaf Asset Management LLC5,101$123K<0.01%-64913F-HRTimeline
Park Place Capital Corp4,466$110K0.02%-10613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,351$83K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC3,081$75.9K0.04%-23213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,792$68.8K<0.01%+41013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,005$49.4K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC1,854$48.1K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC659$16.2K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS607$15K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.530$13.1K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG239$5.89K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC217$5.35K<0.01%new13F-HRTimeline
AE Wealth Management LLC59$1.45K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.50$1.23K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$25<0.01%new13F-HRTimelineGroup