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Disclosery

DVY ISHARES TR

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COM (fund)

1,414 managers (1,431 13F filers) reported a position in DVY shares at 2026-06-30, 68,112,118 shares in all. 73 filers opened a position and 60 filers sold out during the quarter.

Managers
1,414
13F filers
1,431
New
73
Added
447
Reduced
460
Sold out
60
Shares held by filers
68,112,118

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
BROWN ADVISORY INCin group BROWN ADVISORY INC28,097$4.39M0.01%-1513F-HRTimelineGroup
Geneos Wealth Management Inc.27,770$4.34M0.09%+4,44513F-HRTimeline
Godfrey Financial Associates, Inc.27,759$4.34M3.32%+55413F-HRTimeline
Wealthfront Advisers LLC27,702$4.33M0.01%-47113F-HRTimeline
Tradition Wealth Management, LLC27,631$4.32M0.26%-1,12113F-HRTimeline
My Personal CFO, LLC27,546$4.31M1.68%+27313F-HRTimeline
Summit Wealth Partners, LLC27,511$4.3M0.61%-67613F-HRTimeline
One Wealth Advisors, LLC27,372$4.28M0.47%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…27,268$4.26M0.01%-71,64113F-HRTimeline
Graves Light Lenhart Wealth, Inc.27,245$4.26M0.4%-63813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding27,150$4.24M-4,933Timeline
AlphaCore Capital LLC27,079$4.23M0.08%-2,22413F-HRTimeline
Waverly Advisors, LLC26,940$4.21M0.02%+6,16813F-HRTimeline
EP Wealth Advisors, LLC26,811$4.19M0.02%+73913F-HRTimeline
Florin Court Capital LLP26,700$4.17M6.82%-1,00013F-HRTimeline
Private Capital Management, LLC26,593$4.16M0.38%+20713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC26,312$4.11M0.24%+4,49513F-HRTimeline
Pinnacle Family Advisors, LLC26,246$4.1M1.72%-34113F-HRTimeline
HARBOUR INVESTMENTS, INC.26,018$4.07M0.05%+28013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC25,997$4.06M0.09%-26213F-HRTimelineGroup
PKS Advisory Services, LLC25,711$4.02M0.64%-1,11313F-HRTimeline
Snowden Capital Advisors LLC25,696$4.02M0.09%+1,74213F-HRTimeline
Inman Jager Wealth Management, LLC25,163$3.93M2.09%+7413F-HRTimeline
Wealthspire Advisors, LLC25,100$3.92M0.02%+4,96413F-HRTimeline
MONETARY MANAGEMENT GROUP INC25,050$3.92M0.8%+3,80013F-HRTimeline
Argent Advisors, Inc.24,974$3.9M0.98%+5013F-HRTimeline
Ashton Thomas Private Wealth, LLC24,893$3.89M0.08%+2,68813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…24,618$3.85M0.08%+7,84413F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding24,520$3.83M-245Timeline
Valeo Financial Advisors, LLC24,347$3.81M0.08%+15313F-HRTimeline
Guidance Point Advisors, LLC24,247$3.79M0.8%+4813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC24,201$3.78M0.03%-55413F-HRTimeline
MidFirst Bank23,664$3.7M0.26%013F-HRTimeline
SONATA CAPITAL GROUP INC23,442$3.66M1.18%+3313F-HRTimeline
Haverford Trust Co23,417$3.66M0.03%+5,25413F-HRTimeline
STOCK YARDS BANK & TRUST CO23,412$3.66M0.1%-5,79713F-HR/ATimeline
Chicago Partners Investment Group LLC22,660$3.65M0.07%+66413F-HRTimeline
CMG Global Holdings, LLC23,303$3.64M1.54%+33513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,291$3.64M0.06%-2,43213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC23,241$3.63M0.18%-7413F-HRTimeline
Operose Advisors LLC23,216$3.63M0.7%+18713F-HRTimeline
WEDBUSH SECURITIES INC23,112$3.61M0.09%+8,41713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,545$3.52M<0.01%+3,74113F-HRTimelineGroup
Western Wealth Management, LLC22,162$3.46M0.11%+77313F-HRTimeline
IEQ CAPITAL, LLC22,102$3.45M0.02%-99813F-HRTimeline
WOLFF WIESE MAGANA LLC22,000$3.44M1.58%-14013F-HRTimeline
High Net Worth Advisory Group LLC21,925$3.43M0.73%+913F-HRTimeline
SBI Securities Co., Ltd.21,473$3.36M0.08%-28813F-HRTimeline
HBK Sorce Advisory LLC20,620$3.33M0.07%-46013F-HRTimeline
Narwhal Capital Management21,008$3.28M0.23%+1013F-HRTimeline
Kapstone Financial Advisors LLC20,948$3.27M1.37%-19713F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …20,674$3.23M1.11%13F-HRTimeline
Sigma Planning Corp20,580$3.22M0.08%-1,10413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC20,089$3.14M0.11%+2,24613F-HRTimeline
Crescent Grove Advisors, LLC20,085$3.14M0.27%+19313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC20,074$3.14M0.21%+1,81613F-HRTimeline
Pallas Capital Advisors LLC19,888$3.11M0.1%-1,06713F-HRTimeline
Merit Financial Group, LLC19,769$3.09M0.02%+11,46913F-HR/ATimeline
Joel Isaacson & Co., LLC19,601$3.06M0.09%-1,81813F-HRTimeline
Bleakley Financial Group, LLC19,587$3.06M0.04%-1,16213F-HRTimeline
PW Nova Financial Services LLC19,448$3.04M0.65%+8413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,247$3.01M0.08%-5013F-HRTimelineGroup
TD Waterhouse Canada Inc.19,056$2.99M0.01%+4,30213F-HRTimeline
HAZLETT, BURT & WATSON, INC.19,130$2.99M0.79%-45013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,525$2.96M0.06%+24213F-HRTimeline
American Wealth Advisors, LLC18,905$2.95M2.77%+84913F-HRTimeline
Corundum Trust Company, INC18,840$2.94M7.86%-3213F-HRTimeline
Winthrop Partners - WNY, LLC18,712$2.92M1.45%+36113F-HRTimeline
HANCOCK WHITNEY CORP18,664$2.92M0.05%-12,61713F-HRTimeline
WEBSTER BANK, N. A.18,620$2.91M0.25%-39913F-HRTimeline
World Investment Advisors19,140$2.91M0.05%-1,18013F-HRTimeline
Cypress Wealth Services, LLC18,526$2.9M0.36%-19813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,507$2.89M0.2%-68013F-HRTimeline
Csenge Advisory Group18,493$2.89M0.12%-21113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,448$2.88M0.05%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,086$2.85M0.01%+5,49613F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP18,179$2.84M0.03%+913F-HRTimeline
WESBANCO BANK INC18,151$2.84M0.07%-4013F-HRTimeline
TIAAgroup of 4 filers holding18,056$2.82M+6,191Timeline
Sowell Financial Services LLC18,027$2.82M0.09%+1,10213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV17,677$2.76M1.03%013F-HRTimeline
IFC Advisors LLC17,673$2.76M0.35%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding17,535$2.74M+2,687Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP17,387$2.72M0.02%+56213F-HRTimelineGroup
Zhang Financial LLC17,317$2.71M0.08%-1,16313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…17,232$2.69M0.23%13F-HRTimelineGroup
Gotham Asset Management, LLC17,116$2.68M0.01%013F-HRTimeline
Midwest Trust Co17,101$2.67M0.03%-1,20413F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC17,000$2.66M0.15%013F-HRTimeline
Caerus Investment Advisors, LLC16,920$2.64M0.89%013F-HRTimeline
SAX WEALTH ADVISORS, LLC17,381$2.63M0.11%-15713F-HRTimeline
PARK NATIONAL CORP /OH/16,672$2.61M0.07%-33013F-HRTimeline
Trifecta Capital Advisors, LLC16,660$2.6M0.34%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC16,651$2.6M0.12%-7713F-HRTimeline
SAPIENT CAPITAL LLC16,474$2.57M0.03%-6313F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,467$2.57M0.03%-18913F-HRTimeline
Parallel Advisors, LLC16,404$2.56M0.04%-1,84913F-HRTimeline
Peregrine Asset Advisers, Inc.16,312$2.55M0.55%-3013F-HRTimeline
Kaydan Wealth Management, Inc.16,230$2.54M0.77%+3313F-HRTimeline
NewEdge Wealth, LLC16,229$2.54M0.03%-4,10013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,955$2.49M0.03%+20613F-HRTimelineGroup
Magnus Financial Group LLC15,951$2.49M0.18%+12813F-HRTimeline
Wealth Care LLC15,910$2.49M2.01%-11813F-HRTimeline
Eagle Strategies LLC15,831$2.47M0.25%+3,09013F-HRTimeline
CITY HOLDING CO15,792$2.47M0.28%-1,88913F-HRTimeline
Asset Management Group, Inc.15,755$2.46M0.36%+10713F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC15,680$2.45M0.11%013F-HRTimeline
Perigon Wealth Management, LLC15,652$2.45M0.04%+2,65313F-HRTimeline
Granite FO LLC15,587$2.44M1.29%-7,65013F-HRTimeline
Independence Bank of Kentucky15,570$2.43M0.27%013F-HRTimeline
WealthBridge Capital Management, LLC15,480$2.42M0.48%+3613F-HRTimeline
Stonebridge Financial Group, LLC/CA15,387$2.4M0.33%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,366$2.4M0.02%+1,12113F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC15,253$2.38M0.06%013F-HRTimeline
Astoria Portfolio Advisors LLC.15,089$2.36M0.4%+2,56213F-HRTimeline
Eldridge Investment Advisors, Inc.14,974$2.34M0.46%+213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC14,950$2.34M<0.01%+1,20513F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd14,946$2.34M0.05%+13,15113F-HRTimeline
Atlas Legacy Advisors, LLC14,936$2.33M0.35%+4,98513F-HRTimeline
Arkadios Wealth Advisors14,745$2.3M0.04%-36013F-HRTimeline
Cascade Financial Partners, LLC14,670$2.29M0.2%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO14,643$2.29M0.03%-34113F-HRTimeline
Peoples Bank/KS14,600$2.28M2.22%-3813F-HRTimeline
David J Yvars Group14,515$2.27M1.12%+82313F-HRTimeline
Dorsey & Whitney Trust CO LLC14,458$2.26M0.11%-1,01613F-HRTimeline
Orion Porfolio Solutions, LLC14,428$2.26M0.02%-3,65313F-HRTimeline
SMITH, MOORE & CO.14,343$2.24M0.15%+3,33113F-HRTimeline
Global Retirement Partners, LLC14,343$2.24M0.03%13F-HRTimeline
OneDigital Investment Advisors LLC14,338$2.24M0.02%+88013F-HRTimeline
Bensler, LLC14,336$2.24M0.2%-21313F-HRTimeline
Federation des caisses Desjardins du Qu…14,319$2.24M0.01%+16513F-HRTimeline
Laurel Wealth Advisors LLC14,288$2.23M0.22%013F-HRTimeline
Aberdeen Wealth Management LLC14,260$2.23M1.07%-15513F-HRTimeline
Evercore Wealth Management, LLC14,228$2.22M0.03%+6513F-HRTimeline
COZAD ASSET MANAGEMENT INC14,193$2.22M0.14%-54113F-HRTimeline
Simmons Bankin group Simmons Bank14,169$2.21M0.13%+1,73513F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,145$2.21M0.31%-18513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC14,118$2.21M0.03%-25713F-HRTimeline
Crossmark Global Holdings, Inc.14,028$2.19M0.03%013F-HRTimeline
Private Capital Advisors, Inc.13,975$2.18M0.19%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,974$2.18M0.01%+5813F-HRTimelineGroup
Millennium Capital Advisors, LLC13,909$2.17M1.19%-29713F-HRTimeline
FIRST AMERICAN TRUST, FSB13,900$2.17M0.13%-20,59213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,766$2.15M0.08%+34113F-HRTimeline
Avidian Wealth Enterprises, LLC13,708$2.14M0.06%+2,95713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,700$2.14M0.02%+67213F-HRTimelineGroup
LANARK FINANCIAL, INC.13,700$2.14M0.15%+10013F-HRTimeline
Mayflower Financial Advisors, LLC13,686$2.14M0.18%-75313F-HRTimeline
Darden Wealth Group Inc13,570$2.12M0.84%-37513F-HRTimeline
Cornell Pochily Investment Advisors, In…13,500$2.11M0.57%+713F-HRTimeline
MSH Capital Advisors LLC13,451$2.1M0.37%+2213F-HRTimeline
First Nebraska Trust Co13,407$2.1M0.17%+1,38713F-HRTimeline
Pinnacle Bancorp, Inc.13,382$2.09M0.54%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.13,303$2.08M0.07%-15013F-HRTimelineGroup
Carbahal Olsen Financial Services Group…13,271$2.07M1.44%+14113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,183$2.06M0.23%-73513F-HRTimeline
NorthRock Partners, LLC13,141$2.05M0.03%-1,61213F-HRTimeline
LOM Asset Management Ltd13,111$2.05M0.53%-20713F-HRTimeline
Legacy Private Trust Co.13,084$2.05M0.11%-7513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC12,972$2.03M0.14%-6513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,929$2.02M-1,433Timeline
Cove Private Wealth, LLC12,927$2.02M0.39%+2,40713F-HRTimeline
ADVISORTRUST PARTNERS, LLC12,892$2.02M0.69%+11,76213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,860$2.01M0.02%-19813F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD12,792$2M0.27%-8213F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC12,710$1.99M1.63%+29013F-HRTimeline
ADG Wealth Management Group, LLC12,655$1.98M1.26%+43313F-HRTimeline
Oxbow Advisors, LLC12,621$1.97M0.16%013F-HRTimeline
NWAM LLC12,597$1.97M0.1%-513F-HRTimeline
Summit Financial, LLC12,486$1.95M0.02%+1,52113F-HRTimeline
Curi Capital, LLC12,473$1.95M0.03%-10413F-HRTimeline
Investment Advisory Group, LLC12,461$1.95M0.42%-36813F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC12,429$1.94M0.11%-13513F-HRTimeline
Traynor Capital Management, Inc.12,422$1.94M0.09%+1,42413F-HRTimeline
Montis Financial, LLC12,375$1.93M0.4%+1,52613F-HRTimeline
Tempus Wealth Planning, LLC12,300$1.92M0.38%-76213F-HRTimeline
PFG Investments, LLC12,277$1.92M0.07%-23213F-HRTimeline
NCM Capital Management, LLC12,274$1.92M0.59%+1013F-HRTimeline
BRIGHTON JONES LLC12,219$1.91M0.04%+8613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,092$1.9M0.11%-72313F-HRTimeline
Aptus Capital Advisors, LLC12,038$1.88M0.01%+60713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,970$1.87M0.04%-1,58813F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group11,957$1.87M0.17%-12013F-HRTimelineGroup
Glen Eagle Advisors, LLC11,951$1.87M0.24%+31013F-HRTimeline
CRA Financial Services, LLC11,913$1.86M0.21%+26113F-HRTimeline
Carnegie Investment Counsel11,902$1.86M0.04%-1,17913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC11,883$1.86M0.11%-5713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,846$1.85M0.02%013F-HRTimelineGroup
WASHINGTON TRUST Co11,786$1.84M0.06%-2,18313F-HRTimeline
Caldwell Trust Co11,747$1.84M0.15%-22113F-HRTimeline
Addison Capital Co11,734$1.83M0.3%+36613F-HRTimeline
Gladstone Institutional Advisory LLC11,674$1.82M0.06%+57913F-HRTimeline
FIRST HORIZON CORP11,639$1.82M0.07%+3913F-HRTimeline
SVB WEALTH LLC11,614$1.82M0.11%+74213F-HRTimeline
UNION SAVINGS BANK11,598$1.81M0.73%+11113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA11,563$1.81M0.07%-18813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,490$1.8M0.1%-3213F-HRTimeline
Pacific Point Advisors, LLC11,383$1.78M0.81%013F-HRTimeline
Gryphon Financial Partners LLC11,233$1.76M0.15%-36113F-HRTimeline
Syntegra Private Wealth Group, LLC11,180$1.75M0.14%-4313F-HRTimeline