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Disclosery

DVY ISHARES TR

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COM (fund)

1,292 managers (1,302 13F filers) reported a position in DVY shares at 2025-06-30, 67,216,827 shares in all. 62 filers opened a position and 73 filers sold out during the quarter.

Managers
1,292
13F filers
1,302
New
62
Added
446
Reduced
427
Sold out
73
Shares held by filers
67,216,827

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
Geneos Wealth Management Inc.26,650$3.54M0.09%-25,43613F-HRTimeline
Taylor Financial Group, Inc.26,421$3.51M2.19%+2,98113F-HRTimeline
Argent Trust Co26,266$3.49M0.13%+21013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,083$3.46M0.22%+1,20413F-HRTimelineGroup
Pinnacle Family Advisors, LLC25,653$3.39M1.65%+9,33913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding25,076$3.33M-496Timeline
Guidance Point Advisors, LLC25,042$3.33M0.85%+17113F-HRTimeline
D.A. DAVIDSON & CO.24,885$3.31M0.02%+3,59913F-HRTimeline
Composition Wealth, LLC24,644$3.27M0.05%+7,53413F-HRTimeline
Quantinno Capital Management LP24,543$3.26M0.01%+8,47913F-HRTimeline
SONATA CAPITAL GROUP INC24,003$3.19M1.27%-1,01513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP23,978$3.18M0.07%+1,01013F-HRTimeline
Argent Advisors, Inc.23,797$3.16M0.98%+3013F-HRTimeline
Valeo Financial Advisors, LLC23,773$3.16M0.08%+3,16713F-HR/ATimeline
Joel Isaacson & Co., LLC23,484$3.12M0.13%+35613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO23,476$3.12M0.06%-8613F-HRTimeline
Western Wealth Management, LLC23,470$3.12M0.19%-2,79513F-HRTimeline
SIMON QUICK ADVISORS, LLC23,458$3.12M0.16%-31113F-HR/ATimeline
Ashton Thomas Private Wealth, LLC23,383$3.11M0.11%+6,72713F-HRTimeline
JFS WEALTH ADVISORS, LLC23,353$3.1M0.2%+38013F-HRTimeline
EP Wealth Advisors, LLC23,326$3.1M0.02%+1,10213F-HRTimeline
WOLFF WIESE MAGANA LLC23,043$3.06M1.9%-30013F-HRTimeline
Mill Creek Capital Advisors, LLC22,759$3.02M0.07%+15813F-HRTimeline
CMG Global Holdings, LLC22,106$3.02M1.59%+3,97313F-HRTimeline
Operose Advisors LLC22,506$2.99M0.84%+18513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…22,291$2.96M1.06%+29513F-HRTimeline
Kapstone Financial Advisors LLC22,031$2.93M1.46%-11213F-HRTimeline
Orion Porfolio Solutions, LLC22,008$2.92M0.02%-6,96613F-HR/ATimeline
High Net Worth Advisory Group LLC21,962$2.92M0.77%-70413F-HRTimeline
SBI Securities Co., Ltd.21,919$2.91M0.08%+5113F-HRTimeline
My Personal CFO, LLC21,874$2.91M1.32%+4613F-HRTimeline
Wealthfront Advisers LLC21,665$2.88M0.01%+3,13313F-HRTimeline
GTS SECURITIES LLC21,357$2.84M0.13%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC21,250$2.82M0.69%013F-HRTimeline
HBK Sorce Advisory LLC21,188$2.81M0.08%-38513F-HRTimeline
Wilmington Savings Fund Society, FSB21,095$2.8M0.05%+1,58613F-HRTimeline
CITY HOLDING CO21,088$2.8M0.37%-28513F-HRTimeline
Narwhal Capital Management20,911$2.78M0.22%-5,03513F-HRTimeline
Pinion Investment Advisors, LLC20,715$2.75M0.95%-13,37513F-HRTimeline
Sigma Planning Corp20,712$2.75M0.08%-2,35313F-HRTimeline
Snowden Capital Advisors LLC20,424$2.71M0.08%-47413F-HRTimeline
IEQ CAPITAL, LLC20,394$2.71M0.02%-40,05313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC20,289$2.69M0.53%013F-HRTimelineGroup
Plancorp, LLC20,151$2.68M0.09%013F-HRTimeline
IMS Capital Management20,056$2.66M1.24%+10413F-HRTimeline
Pallas Capital Advisors LLC20,053$2.66M0.1%+56513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC19,989$2.65M0.04%+1,39413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC19,979$2.65M0.73%-1,81813F-HRTimelineGroup
Haverford Trust Co19,910$2.64M0.03%-93613F-HRTimeline
HAZLETT, BURT & WATSON, INC.19,835$2.63M1.08%-13213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA19,741$2.62M0.12%+1113F-HRTimeline
Chicago Partners Investment Group LLC18,785$2.6M0.08%+1513F-HRTimeline
Crescent Grove Advisors, LLC19,504$2.59M0.25%+3,82813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC19,350$2.57M0.2%+313F-HRTimeline
Waverly Advisors, LLC19,320$2.57M0.03%-20813F-HRTimeline
WEBSTER BANK, N. A.19,254$2.56M0.26%-48013F-HRTimeline
Providence First Trust Co19,254$2.56M0.9%-8813F-HRTimeline
IFC Advisors LLC19,151$2.54M0.48%-1713F-HRTimeline
Corundum Trust Company, INC19,014$2.53M6.67%013F-HRTimeline
Zhang Financial LLC18,955$2.52M0.12%-22413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,915$2.51M<0.01%+6,22813F-HRTimelineGroup
Csenge Advisory Group19,083$2.5M0.13%+28313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,839$2.5M0.07%+18,82213F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC18,812$2.5M1.91%+2,73613F-HRTimeline
FineMark National Bank & Trust18,763$2.49M0.08%-1,19913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,689$2.48M0.06%+1,25813F-HRTimeline
Cypress Wealth Services, LLC18,680$2.48M0.44%-2,61913F-HRTimeline
Logan Stone Capital, LLC18,598$2.47M1.16%+9,15213F-HRTimeline
NewEdge Wealth, LLC17,968$2.44M0.04%+1,51713F-HRTimeline
Caerus Investment Advisors, LLC18,348$2.44M2.32%013F-HRTimeline
Midwest Trust Co18,345$2.44M0.03%13F-HRTimeline
SAX WEALTH ADVISORS, LLC18,282$2.43M0.15%-41913F-HRTimeline
Sowell Financial Services LLC18,211$2.42M0.1%-1,98813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC18,095$2.4M0.17%-7,37413F-HRTimeline
WESBANCO BANK INC17,991$2.39M0.07%+2,86513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,977$2.39M0.09%-32013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC17,965$2.39M0.3%+11213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV17,701$2.35M1.02%-3,77513F-HRTimeline
Weinberger Asset Management, Inc17,588$2.34M0.9%-13013F-HRTimeline
Flaharty Asset Management, LLC17,265$2.29M0.31%-1,54813F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP17,170$2.28M0.03%-18813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC17,075$2.27M0.09%-23913F-HRTimeline
Trifecta Capital Advisors, LLC16,930$2.25M0.37%+2,71513F-HRTimeline
PARK NATIONAL CORP /OH/16,815$2.23M0.07%013F-HRTimeline
Gryphon Financial Partners LLC16,809$2.23M0.29%+50813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…16,800$2.23M0.01%+10013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC16,726$2.22M0.17%+3713F-HRTimeline
Peregrine Asset Advisers, Inc.16,711$2.22M0.69%+68813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC16,598$2.2M<0.01%+13113F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,508$2.19M0.02%+11,50813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…16,399$2.18M0.3%-51313F-HRTimeline
First Horizon Advisors, Inc.16,384$2.18M0.06%+32113F-HRTimeline
Parallel Advisors, LLC16,309$2.17M0.04%+27113F-HRTimeline
Eagle Strategies LLC16,309$2.17M0.33%+48113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,221$2.15M0.03%-2,49113F-HRTimelineGroup
Darden Wealth Group Inc16,207$2.15M1.3%-67713F-HRTimeline
Diametric Capital, LP16,138$2.14M1.14%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding16,111$2.14M-1,054Timeline
Sunbelt Securities, Inc.16,288$2.14M0.19%+10,06113F-HRTimeline
EVOKE WEALTH, LLC16,066$2.13M0.05%+1,01413F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC16,000$2.12M0.13%013F-HRTimeline
Traynor Capital Management, Inc.15,665$2.12M0.15%-1,30313F-HRTimeline
Tempus Wealth Planning, LLC15,895$2.11M0.53%-63613F-HRTimeline
Cascade Financial Partners, LLC15,883$2.11M0.25%013F-HRTimeline
Magnus Financial Group LLC15,866$2.11M0.19%+9913F-HRTimeline
Summit Wealth Partners, LLC15,863$2.11M0.4%+413F-HRTimeline
Bensler, LLC15,757$2.09M0.23%-20213F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC15,680$2.08M0.1%013F-HRTimeline
Federation des caisses Desjardins du Qu…15,593$2.07M0.01%-17413F-HRTimeline
Legacy Private Trust Co.15,485$2.06M0.13%-40013F-HRTimeline
Kaydan Wealth Management, Inc.15,466$2.05M0.67%-14713F-HRTimeline
Curi Capital, LLC15,455$2.05M0.04%+2,22213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC15,444$2.05M0.03%-11013F-HRTimeline
Independence Bank of Kentucky15,440$2.05M0.29%+22513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …15,404$2.05M0.44%-8,19513F-HRTimelineGroup
Oxbow Advisors, LLC15,392$2.04M0.22%-50813F-HRTimeline
COZAD ASSET MANAGEMENT INC15,338$2.04M0.18%+11513F-HR/ATimeline
WealthBridge Capital Management, LLC15,310$2.03M0.52%+16213F-HRTimeline
Asset Management Group, Inc.15,286$2.03M0.35%+12013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,253$2.03M0.06%-16013F-HR/ATimeline
Yeomans Consulting Group, Inc.14,962$2.03M0.84%-3,43913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,248$2.03M0.19%-27913F-HRTimelineGroup
Millennium Capital Advisors, LLC15,178$2.02M1.34%+1213F-HRTimeline
Aberdeen Wealth Management LLC15,170$2.01M1.34%013F-HRTimeline
Peoples Bank/KS15,124$2.01M1.35%+34313F-HRTimeline
Mayflower Financial Advisors, LLC15,051$2M0.28%-313F-HRTimeline
Atlas Private Wealth Advisors14,799$1.97M0.25%-2,35213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC14,494$1.96M0.18%-1,45013F-HRTimeline
Evercore Wealth Management, LLC14,488$1.92M0.03%013F-HRTimeline
WASHINGTON TRUST Co14,369$1.91M0.07%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,370$1.91M<0.01%-21,45613F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC14,355$1.91M<0.01%-53713F-HRTimelineGroup
Eldridge Investment Advisors, Inc.14,313$1.9M0.4%+48213F-HRTimeline
Laurel Wealth Advisors LLC14,289$1.9M0.28%-2313F-HR/ATimeline
Crossmark Global Holdings, Inc.14,261$1.89M0.03%013F-HRTimeline
Summit Trail Advisors, LLC14,257$1.89M0.03%new13F-HRTimeline
OneDigital Investment Advisors LLC14,158$1.88M0.02%-1,79213F-HRTimeline
Smith Anglin Financial, LLC14,124$1.88M0.17%+5213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC14,119$1.88M0.1%-66113F-HRTimeline
REDMONT WEALTH ADVISORS LLC14,111$1.87M2.75%013F-HRTimeline
Evanson Asset Management, LLC14,047$1.87M0.12%-1,79313F-HRTimeline
Private Capital Advisors, Inc.13,975$1.86M0.23%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,849$1.84M0.02%-22213F-HRTimelineGroup
NWAM LLC13,602$1.83M0.11%+3,03513F-HR/ATimeline
Cornell Pochily Investment Advisors, In…13,718$1.82M0.6%+12213F-HRTimeline
Carbahal Olsen Financial Services Group…13,715$1.82M1.55%-12413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,688$1.82M0.09%-91313F-HRTimeline
Investment Advisory Group, LLC13,634$1.81M0.55%+813F-HRTimeline
Gallagher Capital Advisors, LLC13,213$1.81M1.46%-19,76013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,600$1.81M0.01%-28713F-HRTimelineGroup
LANARK FINANCIAL, INC.13,600$1.81M0.15%-18413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13,583$1.8M<0.01%+4,74713F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO13,432$1.78M0.06%+2,43013F-HRTimeline
UNION SAVINGS BANK13,209$1.78M0.82%-3913F-HRTimeline
TD Waterhouse Canada Inc.13,167$1.78M0.01%+1,68913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,337$1.77M0.14%-25,31013F-HRTimeline
Venture Visionary Partners LLC13,317$1.77M0.07%-37813F-HRTimeline
LOM Asset Management Ltd13,274$1.76M0.6%13F-HR/ATimeline
NCM Capital Management, LLC13,229$1.76M0.72%+6113F-HRTimeline
Carnegie Investment Counsel13,084$1.74M0.03%+69513F-HRTimeline
David J Yvars Group13,089$1.74M1.02%+1,85913F-HRTimeline
Robertson Stephens Wealth Management, L…13,021$1.73M0.06%+3713F-HRTimeline
West Tower Group, LLC13,000$1.73M3.74%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.12,896$1.71M<0.01%-58,50213F-HRTimelineGroup
Sound Income Strategies, LLC12,882$1.71M0.1%-3,06313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,852$1.71M0.09%-8,46613F-HRTimelineGroup
PFG Investments, LLC12,843$1.71M0.1%-47113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,786$1.7M0.03%-3,91613F-HRTimelineGroup
MSH Capital Advisors LLC12,768$1.7M0.49%-7113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group12,702$1.69M0.21%-30013F-HRTimelineGroup
Simmons Bankin group Simmons Bank12,640$1.68M0.12%+24513F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC12,623$1.68M2.65%+1813F-HRTimeline
World Investment Advisors12,622$1.68M0.04%+22513F-HRTimeline
Arkadios Wealth Advisors12,586$1.67M0.05%+2,20413F-HRTimeline
Asset Dedication, LLC12,428$1.65M0.12%+1613F-HRTimeline
Atria Wealth Solutions, Inc.12,260$1.64M0.04%-27,91113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,287$1.63M0.07%+6,71013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA12,275$1.63M<0.01%-1913F-HRTimelineGroup
Farther Finance Advisors, LLC12,248$1.63M0.03%+2,04913F-HRTimeline
Mission Creek Capital Partners, Inc.12,227$1.62M0.36%+2813F-HRTimeline
Watts Gwilliam & Co., LLC11,517$1.62M0.27%-1,50413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,072$1.6M0.11%-43113F-HRTimeline
NorthCrest Asset Manangement, LLC11,703$1.6M0.04%-21913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,006$1.59M<0.01%+1213F-HRTimelineGroup
Stonebridge Capital Advisors LLC11,953$1.59M0.12%-1,79813F-HRTimeline
Edge Wealth Management LLC11,883$1.58M0.3%013F-HRTimeline
Main Street Financial Solutions, LLC11,835$1.57M0.11%+1013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,830$1.57M0.02%-1,37513F-HRTimelineGroup
Pinnacle Bancorp, Inc.11,781$1.56M0.48%013F-HRTimeline
FIDUCIENT ADVISORS LLC11,733$1.56M0.19%+1613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,704$1.55M0.04%+58913F-HRTimelineGroup
Syntegra Private Wealth Group, LLC11,677$1.55M0.16%-18713F-HRTimeline
Sterling Financial Group, Inc.11,675$1.55M0.52%013F-HRTimeline
Richwood Investment Advisors, LLC11,503$1.53M1.25%-34913F-HRTimeline
Regal Investment Advisors LLC11,443$1.52M0.11%-4413F-HRTimeline
BRIGHTON JONES LLC11,418$1.52M0.04%+7513F-HRTimeline
WBH ADVISORY INC11,412$1.52M0.13%+913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,403$1.51M0.13%-1,21513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,396$1.51M0.04%-74613F-HRTimelineGroup
Pacific Point Advisors, LLC11,383$1.51M0.82%013F-HRTimeline