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Disclosery

DIVB ISHARES TR

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CORE DIVID ETF (fund)

149 managers (149 13F filers) reported a position in DIVB shares at 2025-12-31, 14,790,806 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
149
13F filers
149
New
15
Added
66
Reduced
43
Sold out
11
Shares held by filers
14,790,806

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
LPL Financial LLC3,577,926$190M0.05%+842,67413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,186,797$63.1M<0.01%+91,64113F-HRTimelineGroup
Paradiem, LLC977,956$52M12.44%+945,66713F-HRTimeline
Advisors Capital Management, LLC689,600$36.7M0.43%+581,32213F-HRTimeline
Steward Partners Investment Advisory, L…683,830$36.3M0.2%+11,99713F-HRTimeline
IAG Wealth Partners, LLC525,995$28M3.24%+8,62613F-HRTimeline
Cetera Investment Advisers520,617$27.7M0.03%+45,69213F-HRTimeline
Foguth Wealth Management, LLC.504,245$27M4.18%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP409,667$21.9M0.03%-21,30613F-HR/ATimelineGroup
SEGALL BRYANT & HAMILL, LLC391,807$20.8M0.28%-20,16313F-HRTimeline
San Luis Wealth Advisors LLC297,407$15.8M2.65%+58,27013F-HRTimeline
Aptus Capital Advisors, LLC290,919$15.5M0.13%+23,51613F-HRTimeline
Sunburst Financial Group, LLC285,878$15.2M3.07%+23,75713F-HRTimeline
IFG Advisory, LLC280,108$14.9M0.65%-1,00913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC249,273$13.2M0.02%+27,45313F-HRTimeline
Farther Finance Advisors, LLC244,014$13M0.14%+240,59913F-HRTimeline
Welch Financial Planning, LLC228,474$12.1M8.84%13F-HRTimeline
Aspire Capital Advisors LLC198,886$10.6M2.48%+8,74313F-HRTimeline
INTEGRITY ALLIANCE, LLC.193,915$10.3M0.38%-21,75313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC183,516$9.75M3.55%+8,00313F-HRTimeline
Cresset Asset Management, LLC175,268$9.32M0.04%new13F-HRTimeline
Compass Financial Services Inc154,258$8.2M3.53%+12,32513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO124,948$6.64M<0.01%+2,13113F-HRTimelineGroup
Cedar Mountain Advisors, LLC103,024$5.48M1.06%+1,16013F-HRTimeline
Breakwater Capital Group99,949$5.31M0.74%+2,60113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP96,183$5.11M0.29%+11,45013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…79,717$4.24M3.48%-4413F-HRTimeline
MIdWestOne Financial Group, Inc.76,320$4.06M0.45%-2,93813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC75,028$3.99M0.02%+6,16913F-HRTimelineGroup
Taylor Financial Group, Inc.74,265$3.95M2.32%-34913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY65,255$3.47M<0.01%+8,77613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,687$3.33M<0.01%-7,14113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC62,439$3.32M<0.01%+8,76113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC61,841$3.29M0.07%+3,53113F-HRTimeline
Janney Montgomery Scott LLC55,574$2.95M0.01%+10,70013F-HRTimeline
Argent Trust Co55,419$2.95M0.1%-1,31013F-HRTimeline
Prepared Retirement Institute LLC54,255$2.88M1.45%+10,07313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…53,370$2.84M<0.01%-1,51013F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC52,872$2.81M0.13%+3,84713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC52,375$2.78M<0.01%+3,67413F-HRTimelineGroup
Sanctuary Advisors, LLC51,228$2.72M0.01%-1,12513F-HRTimeline
IHT Wealth Management, LLC47,758$2.54M0.06%-9,45713F-HRTimeline
Larson Financial Group LLC44,769$2.38M0.08%+3,52413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,142$2.24M<0.01%-1,45113F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC39,366$2.09M0.16%-3,18413F-HRTimeline
Cambridge Investment Research Advisors,…37,533$2M0.01%-1,98113F-HRTimeline
Kingsview Wealth Management, LLC34,486$1.83M0.03%+95513F-HRTimeline
IRON Financial LLC32,086$1.71M0.78%+6,79613F-HRTimeline
Kellett Wealth Advisors, LLC31,570$1.68M0.96%-70713F-HRTimeline
PEOPLES BANK /OH30,711$1.63M1.01%-83613F-HRTimeline
Western Wealth Management, LLC30,108$1.6M0.07%+1,83213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC29,945$1.59M<0.01%+6,27013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…28,202$1.5M0.03%-9,17213F-HRTimelineGroup
World Investment Advisors27,322$1.45M0.02%-2713F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,660$1.36M<0.01%-16,73213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,152$1.23M<0.01%-105,32313F-HRTimelineGroup
KPP Advisory Services LLC22,746$1.21M0.18%-9,30313F-HRTimeline
Sovran Advisors, LLC21,776$1.19M0.1%-4,92113F-HRTimeline
MML INVESTORS SERVICES, LLC22,389$1.19M<0.01%+4,72813F-HRTimeline
Princeton Global Asset Management LLC20,862$1.11M0.18%-35013F-HRTimeline
Foundations Investment Advisors, LLC20,371$1.08M0.01%+97813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,823$1.08M<0.01%-79413F-HRTimeline
ADG Wealth Management Group, LLC19,122$1.02M0.77%+1,16313F-HRTimeline
NorthRock Partners, LLC18,501$983K0.02%+22513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,989$956K<0.01%-2,77713F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC17,893$951K0.02%+87013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,892$951K0.02%+31513F-HRTimelineGroup
Continuum Advisory, LLC17,188$914K0.09%013F-HRTimeline
MidAtlantic Capital Management, Inc.16,937$900K0.58%-3,68913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,716$888K0.01%-87813F-HRTimelineGroup
SFG Wealth Management, LLC.16,315$867K0.34%013F-HRTimeline
Gladstone Institutional Advisory LLC15,667$833K0.03%+2,03613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,819$734K<0.01%-6,52713F-HRTimelineGroup
Dana Investment Advisors, Inc.12,990$690K0.02%-7413F-HRTimeline
Clark Capital Management Group, Inc.11,979$637K<0.01%new13F-HRTimeline
Integrity Advisory Solutions, LLC11,716$623K0.09%+2,57813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,567$615K<0.01%+11,36313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC11,047$587K0.01%+2213F-HR/ATimeline
Tempus Wealth Planning, LLC10,724$570K0.13%-3,33013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV10,635$565K0.26%-10013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC10,415$554K0.16%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,581$509K0.01%+2,11613F-HRTimelineGroup
Capital Asset Advisory Services LLC9,304$506K0.02%-1,72113F-HRTimeline
Advisory Services Network, LLC8,527$453K0.01%-33713F-HRTimeline
Collier Financial8,170$434K0.33%+67213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,115$431K<0.01%new13F-HR/ATimelineGroup
Meridian Financial Advisors, LLC7,966$423K0.23%+913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,814$415K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,351$391K<0.01%+1,66113F-HRTimelineGroup
PFG Private Wealth Management, LLC6,871$365K0.16%new13F-HRTimeline
Orion Porfolio Solutions, LLC6,838$363K<0.01%+92813F-HRTimeline
PRIVATE TRUST CO NA6,588$350K0.03%+1,97713F-HRTimeline
Dynamic Advisor Solutions LLC6,460$343K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC6,383$339K0.04%+513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,376$339K0.09%+92813F-HRTimeline
Modern Wealth Management, LLC6,129$326K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,075$322K0.04%+9613F-HRTimeline
AdvisorNet Financial, Inc5,908$314K0.02%+12313F-HRTimeline
CoreCap Advisors, LLC5,818$309K0.01%+813F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,740$305K0.08%-25913F-HRTimeline
Csenge Advisory Group5,547$295K0.01%+31713F-HRTimeline
Citizens National Bank Trust Department5,189$276K0.05%+34113F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors5,161$274K0.16%-1913F-HRTimelineGroup
Shepherd Financial Partners LLC5,097$271K0.03%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,985$265K0.03%+4713F-HRTimeline
TruWealth Advisors, LLC4,951$263K0.01%013F-HRTimeline
Gouws Capital LLC4,950$263K0.14%new13F-HRTimeline
Green Ridge Wealth Planning LLC4,900$260K0.13%13F-HRTimeline
Integrated Wealth Concepts LLC4,863$258K<0.01%-8,36613F-HRTimeline
KWB Wealth4,770$254K0.02%-1113F-HRTimeline
Lantern Wealth Advisors, LLC4,715$251K0.13%+64813F-HRTimeline
Key Financial Inc4,693$249K0.05%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,527$241K<0.01%+56813F-HRTimelineGroup
Cadia Private Client LLC4,502$239K0.19%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,500$239K0.06%013F-HRTimeline
M3 Advisory Group, LLC4,464$237K0.14%+25213F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.4,360$232K0.11%new13F-HRTimeline
RMR Wealth Builders4,281$228K0.02%-95113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,235$225K0.01%new13F-HRTimeline
Parallel Advisors, LLC4,225$225K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,092$218K<0.01%-4613F-HRTimeline
SHAKER INVESTMENTS LLC/OH3,941$209K0.09%+2213F-HRTimeline
Next Capital Management LLC3,854$205K0.07%new13F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC3,841$204K0.17%13F-HRTimeline
United Advisor Group, LLC3,828$203K0.03%new13F-HRTimeline
AE Wealth Management LLC3,341$178K<0.01%-12713F-HRTimeline
FMR LLCin group FMR LLC3,030$161K<0.01%+28313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,975$158K0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,152$114K<0.01%+813F-HRTimeline
Harbor Asset Planning, Inc.2,007$107K0.09%+1413F-HRTimeline
CWM, LLCin group CWM, LLC1,323$70K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC1,101$58.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$53.1K<0.01%013F-HRTimelineGroup
Miller Capital Partners, Inc.750$39.9K0.02%13F-HRTimeline
Sunbelt Securities, Inc.707$37.6K<0.01%+513F-HRTimeline
Wilmington Savings Fund Society, FSB594$31.6K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton379$20.1K<0.01%013F-HRTimeline
Advantage Trust Co375$19.9K0.01%013F-HRTimeline
SIGNATUREFD, LLC276$14.7K<0.01%+2213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…274$14.5K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG259$13.8K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…220$11.7K<0.01%013F-HRTimeline
NewEdge Advisors, LLC200$10.6K<0.01%-79913F-HRTimeline
Qube Research & Technologies Ltd143$7.6K<0.01%-11813F-HRTimeline
Golden State Wealth Management, LLC92$4.89K<0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/83$4.41K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc36$1.91K<0.01%new13F-HRTimeline
REAP Financial Group, LLC10$532<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC0$7<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.