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Disclosery

DIVB ISHARES TR

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CORE DIVID ETF (fund)

140 managers (140 13F filers) reported a position in DIVB shares at 2025-06-30, 12,001,076 shares in all. 27 filers opened a position and 11 filers sold out during the quarter.

Managers
140
13F filers
140
New
27
Added
57
Reduced
36
Sold out
11
Shares held by filers
12,001,076

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
LPL Financial LLC2,254,861$113M0.04%+281,22613F-HRTimeline
Paradiem, LLC1,560,380$78.5M19.82%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/708,560$35.7M<0.01%+100,62113F-HRTimelineGroup
Steward Partners Investment Advisory, L…630,300$31.7M0.25%+219,78113F-HRTimeline
Foguth Wealth Management, LLC.514,163$25.9M5.54%-129,85713F-HRTimeline
IAG Wealth Partners, LLC512,957$25.8M3.42%new13F-HRTimeline
Signal Advisors Wealth, LLC504,213$25.4M1.98%-98,10113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP453,781$22.8M0.03%+1,91413F-HR/ATimelineGroup
SEGALL BRYANT & HAMILL, LLC437,301$22M0.31%-11,29813F-HRTimeline
Cetera Investment Advisers429,967$21.6M0.04%+284,79313F-HRTimeline
IFG Advisory, LLC324,168$16.3M0.82%-2,85813F-HRTimeline
Masso Torrence Wealth Management Inc.237,358$11.9M5.52%+12,08513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC187,364$9.43M0.01%+11,53813F-HRTimeline
Aspire Capital Advisors LLC183,013$9.21M2.54%+6,19313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC179,341$9.02M0.04%+122,63913F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.165,633$8.33M0.46%-120,32613F-HRTimeline
San Luis Wealth Advisors LLC158,542$7.98M1.71%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO130,774$6.58M<0.01%+46,00013F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC121,000$6.09M3.06%013F-HRTimeline
Compass Financial Services Inc117,357$5.91M2.86%+12,60713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA115,060$5.79M<0.01%-89,21213F-HR/ATimelineGroup
Cedar Mountain Advisors, LLC98,487$4.96M1.03%+2,92313F-HRTimeline
Breakwater Capital Group82,823$4.17M0.68%+19,21713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP80,815$4.07M0.27%+49,77513F-HRTimeline
MIdWestOne Financial Group, Inc.75,450$3.8M0.49%+17413F-HRTimeline
Advisors Capital Management, LLC73,790$3.71M0.05%+1,03913F-HRTimeline
Taylor Financial Group, Inc.69,785$3.51M2.19%+7,67213F-HRTimeline
Financial Advocates Investment Manageme…68,694$3.46M0.28%-9,47713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY58,952$2.97M<0.01%-37413F-HRTimelineGroup
Argent Trust Co56,981$2.87M0.11%+33013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC54,847$2.76M0.08%-72013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54,289$2.73M<0.01%+30,67913F-HRTimelineGroup
Sanctuary Advisors, LLC53,706$2.7M0.02%+13,87513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC51,190$2.58M<0.01%+2,79213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC50,555$2.54M<0.01%+9,42713F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC42,361$2.13M0.18%-42613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,181$2.07M<0.01%-7,90813F-HRTimelineGroup
Cambridge Investment Research Advisors,…38,529$1.94M0.01%-31,67813F-HRTimeline
Larson Financial Group LLC38,352$1.93M0.08%+3,00713F-HRTimeline
Prepared Retirement Institute LLC38,051$1.91M1.13%+3,18013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…36,878$1.86M0.04%+30,22913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,357$1.73M<0.01%+2,84013F-HR/ATimelineGroup
PEOPLES BANK /OH32,602$1.64M1.01%new13F-HRTimeline
IHT Wealth Management, LLC31,565$1.59M0.04%-11,61513F-HRTimeline
Janney Montgomery Scott LLC29,266$1.47M<0.01%+10,17713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,768$1.45M<0.01%-88,73113F-HRTimelineGroup
World Investment Advisors28,310$1.42M0.03%-3,74413F-HRTimeline
Kellett Wealth Advisors, LLC27,677$1.39M0.91%+14,91013F-HRTimeline
Sovran Advisors, LLC27,273$1.39M0.15%+2,45813F-HRTimeline
Western Wealth Management, LLC26,904$1.35M0.08%+7,95613F-HRTimeline
KPP Advisory Services LLC26,457$1.33M0.22%-1,27613F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC23,861$1.2M0.06%-66713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,092$1.11M<0.01%+17,01413F-HRTimelineGroup
MidAtlantic Capital Management, Inc.21,318$1.07M0.76%new13F-HRTimeline
Princeton Global Asset Management LLC21,209$1.07M0.19%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,837$1.05M0.03%-2,12413F-HRTimelineGroup
Kingsview Wealth Management, LLC19,783$996K0.02%+2,27413F-HRTimeline
Tempus Wealth Planning, LLC18,203$916K0.23%-1,47913F-HRTimeline
ADG Wealth Management Group, LLC18,192$915K0.78%+1213F-HRTimeline
IRON Financial LLC17,547$883K0.47%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,100$880K<0.01%+17513F-HRTimeline
Continuum Advisory, LLC17,188$865K0.1%+19413F-HRTimeline
NorthRock Partners, LLC17,107$861K0.02%new13F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,791$795K0.01%+8,75413F-HRTimelineGroup
Integrated Wealth Concepts LLC14,707$740K0.01%+1,01213F-HRTimeline
Capital Asset Advisory Services LLC13,988$713K0.03%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,988$704K0.02%new13F-HRTimeline
Integrity Investment Advisors, LLC13,802$695K0.53%+8113F-HRTimeline
Gladstone Institutional Advisory LLC13,332$671K0.03%+6,65113F-HRTimeline
Foundations Investment Advisors, LLC12,501$629K0.01%new13F-HRTimeline
Dana Investment Advisors, Inc.12,400$624K0.02%+3,58813F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,807$594K0.02%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV10,825$545K0.28%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC10,415$524K0.18%+41513F-HRTimeline
J.W. COLE ADVISORS, INC.9,319$469K0.01%new13F-HRTimeline
Advisory Services Network, LLC8,632$433K0.01%+3,26613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,441$425K0.01%-12,83313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,117$408K<0.01%+1,63713F-HRTimeline
Meridian Financial Advisors, LLC7,840$395K0.26%-19013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,465$376K0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC7,370$371K<0.01%-4013F-HRTimeline
AdvisorNet Financial, Inc7,290$367K0.02%-38413F-HRTimeline
PFG Private Wealth Management, LLC6,871$346K0.18%013F-HRTimeline
Orion Porfolio Solutions, LLC6,685$336K<0.01%+40413F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,501$327K<0.01%+1,11313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,355$320K<0.01%-36813F-HRTimelineGroup
Capital Advisors, Ltd. LLC6,181$311K0.04%+413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC6,146$309K0.1%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,955$299K0.05%+81213F-HRTimeline
CoreCap Advisors, LLC5,876$296K0.01%-47513F-HRTimeline
RMR Wealth Builders5,567$280K0.03%-17113F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.5,470$274K0.15%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,400$272K<0.01%013F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC5,226$263K0.09%+16113F-HR/ATimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors5,191$261K0.13%-313F-HRTimelineGroup
Csenge Advisory Group5,302$257K0.01%-1,04513F-HRTimeline
Shepherd Financial Partners LLC5,097$256K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC4,976$250K<0.01%+6713F-HRTimeline
TruWealth Advisors, LLC4,951$249K0.01%-9813F-HRTimeline
Focus Financial Network, Inc.4,911$247K0.01%-1,38813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,906$247K0.04%+2913F-HRTimeline
KWB Wealth4,924$239K0.03%+1613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,727$238K0.02%new13F-HRTimeline
Key Financial Inc4,693$236K0.05%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,500$226K0.07%013F-HRTimeline
Global Retirement Partners, LLC4,248$214K0.01%13F-HRTimeline
M3 Advisory Group, LLC4,095$206K0.14%new13F-HRTimeline
Pacific Sun Financial Corp4,010$202K0.11%new13F-HRTimeline
PRIVATE TRUST CO NA3,881$195K0.02%+67713F-HRTimeline
Farther Finance Advisors, LLC3,415$172K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,990$150K0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,830$142K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,780$140K<0.01%-27213F-HRTimelineGroup
FMR LLCin group FMR LLC2,670$134K<0.01%-31313F-HRTimelineGroup
Harbor Asset Planning, Inc.1,980$99.6K0.1%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,592$80.1K<0.01%+413F-HRTimeline
GPS Wealth Strategies Group, LLC1,471$74K0.01%-113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,347$67.8K0.01%new13F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC1,248$62.8K<0.01%new13F-HR/ATimeline
Bogart Wealth, LLC1,100$55.4K<0.01%+30013F-HRTimeline
Rosenberg Matthew Hamilton1,066$53.6K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,028$51.7K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$50.3K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC824$41.8K0.01%new13F-HRTimeline
NewEdge Advisors, LLC804$40.5K<0.01%+18013F-HRTimeline
Wilmington Savings Fund Society, FSB594$29.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.555$26.3K<0.01%-13813F-HRTimeline
Advantage Trust Co375$18.9K0.01%new13F-HRTimeline
SIGNATUREFD, LLC252$12.7K<0.01%+8113F-HRTimeline
UBS Group AGin group UBS Group AG249$12.5K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC240$12.1K<0.01%-31913F-HRTimeline
Federation des caisses Desjardins du Qu…220$11.1K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.95$4.78K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC90$4.57K<0.01%+2713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/83$4.18K<0.01%-813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.34$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group34$1.71K<0.01%new13F-HR/ATimeline
REAP Financial Group, LLC10$503<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC0$6<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.