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Disclosery

DVY ISHARES TR

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COM (fund)

1,405 managers (1,422 13F filers) reported a position in DVY shares at 2026-06-30, 68,114,874 shares in all. 73 filers opened a position and 59 filers sold out during the quarter.

Managers
1,405
13F filers
1,422
New
73
Added
444
Reduced
457
Sold out
59
Shares held by filers
68,114,874

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,018,222$1.1B0.07%-1,047,69113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,569,499$1.03B0.05%+50,55513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,865,664$604M0.11%+57,43713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,462,669$541M0.27%-44,05313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,079,966$481M0.06%-26,70113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,697,759$422M0.07%-48,67713F-HRTimelineGroup
LPL Financial LLC1,861,748$291M0.07%+69,97013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,607,768$254M0.01%+71,05113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,589,062$248M0.04%-19,92813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,587,143$248M+88,052Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,229,015$192M0.05%+44,52113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,119,978$175M-58,312Timeline
US BANCORP \DE\in group US BANCORP \DE\1,086,066$170M0.19%-17,06513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,085,765$170M0.2%-13,25913F-HRTimelineGroup
Howard Capital Management, LLC1,011,427$158M1.88%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding838,213$131M+14,538Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/797,353$125M0.05%+28,85513F-HRTimelineGroup
Northside Capital Management, LLC651,372$102M8.33%-2,57613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC592,143$92.6M0.01%-100,55113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC573,403$89.6M0.11%-17,14313F-HRTimeline
Cetera Investment Advisers572,204$89.4M0.08%+32,28213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…562,230$87.9M0.13%+10,84513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.497,660$77.8M0.09%+12,34613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding497,222$77.7M+15,036Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC492,688$77.2M0.02%-10,98413F-HRTimelineGroup
HighTower Advisors, LLC325,885$50.9M0.05%-5,59613F-HRTimeline
AMG National Trust Bank320,541$50.1M1.03%+6,59513F-HRTimeline
Mariner, LLCin group Mariner, LLC318,240$49.8M0.05%-77,72113F-HRTimelineGroup
Creative Planningin group Creative Planning318,441$49.8M0.03%+86913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP315,359$49.3M0.04%+3,53713F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …307,307$48M0.33%+7,30513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…299,005$46.7M0.02%-113,58613F-HRTimelineGroup
CIBC WORLD MARKET INC.276,587$43.2M0.07%-6,87813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK275,338$43M0.19%-5,43113F-HRTimelineGroup
Moment Partners, LLC270,057$42.2M7.61%+11,22913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp251,468$39.3M0.12%-2,30913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA249,302$39M0.17%+7,17313F-HRTimelineGroup
Private Advisor Group, LLC249,102$38.9M0.18%+35,24713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.242,437$37.9M0.05%-46413F-HRTimelineGroup
Janney Montgomery Scott LLC240,143$37.5M0.07%+1,36213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC231,257$36.1M1.96%+55013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC219,483$34.3M0.06%-1,00513F-HRTimelineGroup
FMR LLCin group FMR LLC202,534$31.7M<0.01%+8,78313F-HRTimelineGroup
HB Wealth Management, LLC199,537$31.2M0.18%+64,40013F-HRTimeline
Cambridge Investment Research Advisors,…187,543$29.3M0.07%+10,78813F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources186,082$29.1M0.01%+6,16913F-HRTimelineGroup
Ellis Investment Partners, LLC184,501$28.8M4.37%-5,19513F-HRTimeline
Valmark Advisers, Inc.179,186$28M0.3%-2,30713F-HRTimeline
MYDA Advisors LLC175,000$27.4M6.65%-85,00013F-HRTimeline
Yukon Wealth Management, Inc.174,560$27.3M7.81%+46,24513F-HRTimeline
BLAIR WILLIAM & CO/IL167,181$26.1M0.07%+1,83313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS162,879$25.5M0.01%+57,17713F-HRTimelineGroup
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd162,484$24.5M0.05%13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding156,116$24.4M-19,064Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…160,088$24.3M0.04%-3,19913F-HRTimeline
Sterling Investment Advisors, Ltd.305,312$23.5M3.93%+39,31213F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY150,229$23.5M0.62%-33,95313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/148,381$23.2M0.02%+2,61613F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD147,515$23.1M1.03%+2,61213F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…142,561$23M4.67%-8,60713F-HRTimeline
&PARTNERS145,538$22.7M0.09%+2,74013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co140,591$22M<0.01%+125,24813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC137,299$21.5M0.03%+5,11113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV133,522$20.9M0.03%-17,46113F-HR/ATimeline
Arcus Capital Partners, LLC126,317$19.7M8.17%-15,85913F-HRTimeline
Capital Investment Advisors, LLC126,029$19.7M0.26%+2,27213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…125,694$19.6M3.75%+5,81713F-HRTimeline
Advisory Services Network, LLC125,600$19.6M0.22%-6,47813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.124,681$19.5M0.12%+2,07813F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT124,327$19.4M1.16%-22513F-HRTimeline
DAVENPORT & Co LLC122,671$19.2M0.1%+19,10813F-HRTimeline
Round Rock Advisors LLC120,146$18.8M2.42%+5,49913F-HRTimeline
Cresset Asset Management, LLC116,340$18.2M0.07%+13,17213F-HRTimeline
KWMG, LLC114,949$18M1.3%+5,77913F-HRTimeline
Qube Research & Technologies Ltd113,560$17.7M0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.111,795$17.5M0.17%+2,20013F-HRTimelineGroup
MAI Capital Management105,317$16.5M0.06%+23,73513F-HRTimeline
NTV Asset Management LLC104,700$16.4M1.6%-1,31413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC104,539$16.3M0.06%+3,19013F-HRTimelineGroup
Integrated Wealth Concepts LLC102,324$16M0.08%+29,76813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP100,505$15.7M0.02%+5,44813F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS99,362$15.5M0.02%+7,79113F-HRTimeline
Powell Investment Advisors, LLC99,237$15.5M4.9%+71713F-HRTimeline
MML INVESTORS SERVICES, LLC98,909$15.5M0.03%+9,82313F-HRTimeline
Steward Partners Investment Advisory, L…97,532$15.2M0.08%+3,77613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,092$15.2M0.01%+42,93813F-HRTimelineGroup
Beacon Pointe Advisors, LLC94,578$14.8M0.07%+2,34313F-HRTimeline
JGP Wealth Management, LLC90,968$14.2M1.28%-1,41213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC86,786$13.6M0.04%+15,42513F-HRTimelineGroup
Sanctuary Advisors, LLC86,496$13.5M0.06%+12,32513F-HRTimeline
Raab & Moskowitz Asset Management LLC83,948$13.1M2.64%+9,71013F-HRTimeline
North Star Investment Management Corp.82,829$12.9M0.7%+30813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC80,521$12.6M0.23%+18,45713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC80,417$12.6M0.09%-23,69513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.79,043$12.4M0.26%-39813F-HRTimelineGroup
FIRST UNITED BANK & TRUST74,743$11.7M3.36%-27313F-HRTimeline
NewEdge Advisors, LLC74,144$11.6M0.03%-1,40113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC72,973$11.4M0.14%013F-HRTimelineGroup
White Lighthouse Investment Management …70,028$10.9M1.36%-61513F-HRTimeline
OLD NATIONAL BANCORP /IN/67,856$10.6M0.21%-1,31613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC66,042$10.3M0.42%+3,08413F-HRTimeline
AE Wealth Management LLC65,266$10.2M0.05%-33,44813F-HRTimeline
Quantinno Capital Management LP64,147$10M0.01%-11,72513F-HRTimeline
Arax Advisory Partners62,910$9.83M0.07%+32,16913F-HRTimeline
SOA Wealth Advisors, LLC.61,205$9.57M1.61%-2,21513F-HRTimeline
Asset Advisors Investment Management, L…61,066$9.54M0.88%-73113F-HRTimeline
Wealth Management Associates, Inc.61,063$9.54M2.63%+93313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.60,051$9.39M0.01%+1,67613F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC58,830$9.2M2.07%-2,85613F-HRTimeline
Sequoia Financial Advisors, LLC56,752$8.87M0.04%+93613F-HRTimeline
Beaumont Financial Advisors, LLC55,713$8.71M0.55%-81413F-HRTimeline
EDGEWOOD MANAGEMENT LLC54,926$8.58M0.09%013F-HRTimeline
Mutual Advisors, LLC53,630$8.38M0.16%-2,31113F-HRTimeline
Prospera Financial Services Inc53,416$8.35M0.12%+32913F-HRTimeline
AMARILLO NATIONAL BANK53,355$8.34M1.34%-71313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding53,020$8.29M+15,933Timeline
KCM INVESTMENT ADVISORS LLC52,670$8.23M0.24%-17713F-HRTimeline
Stelac Advisory Services LLC52,632$8.23M1.53%-41913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …51,477$8.05M0.09%+98213F-HRTimelineGroup
Linscomb Wealth, Inc.51,281$8.02M0.35%-2,79213F-HRTimeline
BOKF, NAin group BOKF, NA50,965$7.97M0.11%-2,90013F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC50,334$7.87M0.69%+84213F-HRTimeline
Wealth Quarterback LLC50,050$7.82M2.42%+6,58413F-HRTimeline
Smithfield Trust Co48,843$7.63M0.3%-1,90013F-HRTimeline
NorthCoast Asset Management LLC48,287$7.55M0.17%+1,01813F-HRTimeline
Lee Financial Co47,600$7.44M0.95%-2,49113F-HRTimeline
Glenview Trust Co46,963$7.34M0.1%+3113F-HR/ATimeline
LMG Wealth Partners, LLC46,677$7.3M1.17%+5,02413F-HRTimeline
Pinnacle Financial Group, LLC / IL46,503$7.27M1.77%-12,27813F-HRTimeline
Prime Capital Investment Advisors, LLC46,459$7.26M0.07%+14713F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC46,304$7.24M0.14%+12513F-HRTimelineGroup
Integrated Advisors Network LLC45,413$7.1M0.33%+35,02313F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC45,050$7.04M0.82%+5,30013F-HRTimeline
IFG Advisors, LLC44,952$7.03M0.97%-16,25313F-HRTimeline
D.A. DAVIDSON & CO.44,716$6.99M0.04%+13,80513F-HRTimeline
Verus Financial Partners, Inc.44,284$6.92M0.59%-1,52413F-HRTimeline
Principle Wealth Partners LLC42,009$6.57M0.32%-45913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC41,785$6.53M0.3%+40013F-HRTimeline
IFP Advisors, Inc41,768$6.53M0.12%-1,65013F-HRTimeline
ALLIANCEBERNSTEIN L.P.42,946$6.5M<0.01%+7,19013F-HRTimeline
Rathbones Group PLC40,167$6.28M0.02%-19113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…40,029$6.26M0.08%+1,04313F-HRTimelineGroup
Daybright Advisory Services, Inc.38,673$6.23M1.49%-69913F-HRTimeline
GTS SECURITIES LLC39,690$6.2M0.13%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …39,604$6.19M0.81%-3,47313F-HRTimeline
FOCUS Wealth Advisors, LLC39,099$6.11M2.83%+16813F-HRTimeline
PINNACLE ASSOCIATES LTD38,734$6.05M0.07%+3,90313F-HRTimeline
Eagle Bay Advisors LLC38,710$6.05M4.53%013F-HRTimeline
J.W. COLE ADVISORS, INC.37,924$5.93M0.1%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,794$5.91M0.03%+1,11213F-HRTimelineGroup
IFG Advisory, LLC37,421$5.85M0.21%+35,77413F-HRTimeline
BANK OF HAWAII36,710$5.74M0.28%+11513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC36,663$5.73M0.03%-1,70713F-HR/ATimeline
LANDAAS & CO /WI /ADV36,439$5.7M1.04%-4613F-HRTimeline
Joseph P. Lucia & Associates, LLC36,386$5.69M1.71%+4,96113F-HRTimeline
Mendel Capital Management LLC36,386$5.69M2.56%-213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC36,003$5.63M<0.01%+3,26913F-HRTimelineGroup
Clearstead Advisors, LLC35,053$5.48M0.05%-8,94813F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.35,005$5.47M2.22%+87913F-HRTimeline
SIG BROKERAGE, LP34,954$5.46M0.87%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.34,863$5.45M1.69%-3,57013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\34,478$5.39M<0.01%+8,12813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.34,306$5.36M<0.01%+5,62313F-HRTimelineGroup
Ironwood Financial, llc33,288$5.34M0.84%-79313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC34,007$5.32M0.77%-57513F-HRTimeline
Sankala Group LLC31,801$5.26M3.51%+1,16113F-HRTimeline
ALBION FINANCIAL GROUP /UT32,945$5.15M0.3%-3713F-HRTimeline
Cornerstone Management, Inc.32,916$5.14M0.74%+1,15613F-HRTimeline
Balentine LLC32,674$5.11M0.18%-2,81113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.32,643$5.1M0.45%-17913F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,577$5.09M0.04%-2,91213F-HRTimelineGroup
Klingman & Associates, LLC32,133$5.02M0.21%-8613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,675$4.95M0.02%+38813F-HRTimelineGroup
Gallagher Capital Advisors, LLC31,658$4.95M2.83%new13F-HRTimeline
SCOTIA CAPITAL INC.31,647$4.95M0.02%-2,18113F-HRTimeline
LGL PARTNERS, LLC31,323$4.9M1.79%+24613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC31,252$4.88M0.06%-11413F-HRTimeline
Scarborough Advisors, LLC30,679$4.87M0.56%+7213F-HRTimeline
Keebeck Wealth Management31,112$4.86M0.48%-6813F-HRTimeline
Omega Financial Group, LLC31,077$4.86M1.48%-46513F-HRTimeline
Mechanics Bank Trust Department31,068$4.86M0.6%+98013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.30,828$4.82M0.39%+62513F-HRTimelineGroup
Composition Wealth, LLC30,760$4.81M0.06%+2,03113F-HRTimeline
Allworth Financial LP30,655$4.79M0.02%-2,32313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC30,627$4.79M0.01%+3,54413F-HRTimelineGroup
Farther Finance Advisors, LLC30,463$4.76M0.04%+1,20713F-HRTimeline
FAS Wealth Partners, Inc.30,459$4.76M0.25%+28113F-HRTimeline
Taylor Financial Group, Inc.30,431$4.76M2.61%+1,36213F-HRTimeline
Fulton Bank, N.A.30,258$4.73M0.14%-20113F-HRTimeline
St. Clair Advisors, LLC29,720$4.65M1.2%-9713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV29,397$4.59M1.47%-16013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…29,171$4.56M1.65%+22913F-HRTimeline
SIMON QUICK ADVISORS, LLC29,158$4.56M0.18%+5,70013F-HRTimeline
Modern Wealth Management, LLC29,127$4.55M0.05%+26,93713F-HRTimeline
Argent Trust Co28,927$4.52M0.13%+2,60813F-HRTimeline
BBR PARTNERS, LLC28,874$4.51M0.21%+25,18513F-HRTimeline
Shulman DeMeo Asset Management LLC28,586$4.47M0.84%-1,19713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP28,539$4.46M0.06%+2,31013F-HRTimeline
HighPoint Advisor Group LLC28,373$4.43M0.16%-8213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO28,255$4.42M1.09%-54913F-HRTimeline