Skip to content
Disclosery

DVY ISHARES TR

Follow

COM (fund)

1,301 managers (1,310 13F filers) reported a position in DVY shares at 2025-09-30, 66,588,172 shares in all. 71 filers opened a position and 56 filers sold out during the quarter.

Managers
1,301
13F filers
1,310
New
71
Added
398
Reduced
458
Sold out
56
Shares held by filers
66,588,172

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Ashton Thomas Private Wealth, LLC26,081$3.71M0.1%+2,69813F-HRTimeline
Pinnacle Family Advisors, LLC25,912$3.68M1.61%+25913F-HRTimeline
Inman Jager Wealth Management, LLC25,888$3.68M2.35%-1,38513F-HRTimeline
Virtue Capital Management, LLC11,301$3.56M0.57%+5,34613F-HR/ATimeline
Argent Advisors, Inc.24,724$3.51M1.04%+92713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding24,710$3.51M-366Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…24,256$3.45M0.01%-2,88713F-HRTimeline
SONATA CAPITAL GROUP INC23,894$3.4M1.25%-10913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP23,781$3.38M0.07%-19713F-HRTimeline
Guidance Point Advisors, LLC23,743$3.38M0.81%-1,29913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO23,729$3.37M0.07%+25313F-HRTimeline
Geneos Wealth Management Inc.23,644$3.36M0.09%-3,00613F-HRTimeline
Valeo Financial Advisors, LLC23,603$3.35M0.08%-17013F-HRTimeline
Wealthfront Advisers LLC23,502$3.34M0.01%+1,83713F-HRTimeline
Joel Isaacson & Co., LLC23,490$3.34M0.12%+613F-HRTimeline
SIMON QUICK ADVISORS, LLC23,458$3.33M0.15%013F-HRTimeline
JFS WEALTH ADVISORS, LLC23,408$3.33M0.19%+5513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,185$3.29M0.01%-10,61213F-HRTimelineGroup
Western Wealth Management, LLC22,949$3.26M0.17%-52113F-HRTimeline
CMG Global Holdings, LLC22,975$3.25M1.59%+86913F-HRTimeline
WOLFF WIESE MAGANA LLC22,808$3.24M1.84%-23513F-HRTimeline
Operose Advisors LLC22,682$3.22M0.8%+17613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…22,146$3.15M0.98%-14513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,055$3.13M<0.01%+3,14013F-HRTimelineGroup
Kapstone Financial Advisors LLC22,014$3.13M1.47%-1713F-HRTimeline
High Net Worth Advisory Group LLC21,972$3.12M0.75%+1013F-HRTimeline
Snowden Capital Advisors LLC21,945$3.12M0.09%+1,52113F-HRTimeline
SBI Securities Co., Ltd.21,597$3.07M0.08%-32213F-HRTimeline
Orion Porfolio Solutions, LLC21,445$3.05M0.02%-56313F-HRTimeline
EVOKE WEALTH, LLC21,307$3.03M0.06%+5,24113F-HRTimeline
MONETARY MANAGEMENT GROUP INC21,250$3.02M0.69%013F-HRTimeline
HBK Sorce Advisory LLC21,155$2.99M0.08%-3313F-HR/ATimeline
Narwhal Capital Management20,836$2.96M0.22%-7513F-HRTimeline
Pallas Capital Advisors LLC20,552$2.92M0.11%+49913F-HRTimeline
Sigma Planning Corp20,526$2.92M0.08%-18613F-HRTimeline
IEQ CAPITAL, LLC20,504$2.91M0.01%+11013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC20,289$2.88M0.52%013F-HRTimelineGroup
Plancorp, LLC20,151$2.86M0.09%013F-HRTimeline
CITY HOLDING CO20,057$2.85M0.36%-1,03113F-HRTimeline
Crescent Grove Advisors, LLC19,813$2.82M0.27%+30913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA19,691$2.8M0.12%-5013F-HRTimeline
HAZLETT, BURT & WATSON, INC.19,631$2.79M0.99%-20413F-HRTimeline
Chicago Partners Investment Group LLC19,706$2.79M0.07%+92113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…19,600$2.79M0.01%+2,80013F-HRTimelineGroup
Haverford Trust Co19,536$2.78M0.03%-37413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC19,341$2.75M0.19%-913F-HRTimeline
Providence First Trust Co19,260$2.74M0.95%+613F-HRTimeline
Waverly Advisors, LLC19,181$2.73M0.03%-13913F-HRTimeline
WEBSTER BANK, N. A.19,019$2.7M0.26%-23513F-HRTimeline
Corundum Trust Company, INC19,014$2.7M5.86%013F-HRTimeline
Zhang Financial LLC18,964$2.69M0.11%+913F-HRTimeline
Cypress Wealth Services, LLC18,720$2.66M0.44%+4013F-HRTimeline
Csenge Advisory Group18,565$2.64M0.13%-51813F-HRTimeline
WESBANCO BANK INC18,459$2.62M0.07%+46813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC18,519$2.62M0.31%+55413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,242$2.61M0.06%-44713F-HRTimeline
Caerus Investment Advisors, LLC18,348$2.61M1.07%013F-HRTimeline
FineMark National Bank & Trust18,269$2.6M0.08%-49413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP18,153$2.58M0.03%+98313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC17,907$2.54M0.16%-18813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,830$2.53M0.09%-14713F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC17,738$2.52M0.14%-54413F-HRTimeline
IMS Capital Management17,691$2.51M1.16%-2,36513F-HRTimeline
IFC Advisors LLC17,691$2.51M0.46%-1,46013F-HRTimeline
Weinberger Asset Management, Inc17,687$2.51M0.91%+9913F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV17,677$2.51M0.96%-2413F-HRTimeline
Parallel Advisors, LLC17,484$2.48M0.05%+1,17513F-HRTimeline
Trifecta Capital Advisors, LLC16,930$2.41M0.37%013F-HRTimeline
Diametric Capital, LP16,823$2.39M0.89%+68513F-HRTimeline
Sowell Financial Services LLC16,823$2.39M0.09%-1,38813F-HRTimeline
PARK NATIONAL CORP /OH/16,815$2.39M0.07%013F-HRTimeline
Mill Creek Capital Advisors, LLC16,717$2.38M0.05%-6,04213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC16,698$2.37M0.09%-37713F-HRTimeline
Midwest Trust Co16,676$2.37M0.03%-1,66913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,665$2.37M0.15%+3,81313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,656$2.37M0.04%-3,33313F-HRTimeline
Peregrine Asset Advisers, Inc.16,630$2.36M0.71%-8113F-HRTimeline
Flaharty Asset Management, LLC16,411$2.33M0.3%-85413F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,308$2.32M0.02%-20013F-HRTimelineGroup
Summit Wealth Partners, LLC16,010$2.27M0.41%+14713F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC16,000$2.27M0.13%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,975$2.27M0.27%-42413F-HRTimeline
Cascade Financial Partners, LLC15,883$2.26M0.26%013F-HRTimeline
Magnus Financial Group LLC15,842$2.25M0.18%-2413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding15,810$2.25M-301Timeline
NewEdge Wealth, LLC16,130$2.24M0.03%-1,83813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,695$2.23M0.2%+44713F-HRTimelineGroup
NEW SOUTH CAPITAL MANAGEMENT INC15,680$2.23M0.1%013F-HRTimeline
Darden Wealth Group Inc15,653$2.22M1.16%-55413F-HRTimeline
Kaydan Wealth Management, Inc.15,488$2.2M0.63%+2213F-HRTimeline
Independence Bank of Kentucky15,440$2.19M0.28%013F-HRTimeline
Legacy Private Trust Co.15,405$2.19M0.13%-8013F-HRTimeline
Asset Management Group, Inc.15,400$2.19M0.36%+11413F-HRTimeline
WealthBridge Capital Management, LLC15,366$2.18M0.51%+5613F-HRTimeline
COZAD ASSET MANAGEMENT INC15,309$2.18M0.17%-2913F-HRTimeline
Curi Capital, LLC15,280$2.17M0.04%-17513F-HRTimeline
Bensler, LLC15,260$2.17M0.23%-49713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,253$2.17M0.06%013F-HRTimeline
Aberdeen Wealth Management LLC15,170$2.16M1.35%013F-HRTimeline
Yeomans Consulting Group, Inc.14,961$2.13M0.73%-113F-HRTimeline
Federation des caisses Desjardins du Qu…14,969$2.13M0.01%-62413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,953$2.12M0.03%-1,26813F-HRTimelineGroup
Eldridge Investment Advisors, Inc.14,901$2.12M0.48%+58813F-HRTimeline
Traynor Capital Management, Inc.14,829$2.11M0.12%-83613F-HRTimeline
Oxbow Advisors, LLC14,824$2.11M0.2%-56813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC14,494$2.06M0.16%013F-HRTimeline
Evercore Wealth Management, LLC14,488$2.06M0.03%013F-HRTimeline
Gryphon Financial Partners LLC14,441$2.05M0.23%-2,36813F-HRTimeline
Tempus Wealth Planning, LLC14,440$2.05M0.47%-1,45513F-HRTimeline
Mayflower Financial Advisors, LLC14,423$2.05M0.26%-62813F-HRTimeline
Peoples Bank/KS14,401$2.05M2.03%-72313F-HRTimeline
STOCK YARDS BANK & TRUST CO14,396$2.05M0.06%+96413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,391$2.04M0.34%-1,01313F-HRTimelineGroup
WASHINGTON TRUST Co14,369$2.04M0.07%013F-HRTimeline
Laurel Wealth Advisors LLC14,289$2.03M0.28%013F-HRTimeline
Eagle Strategies LLC14,286$2.03M0.27%-2,02313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,276$2.03M0.02%+42713F-HRTimelineGroup
Millennium Capital Advisors, LLC14,183$2.02M1.22%-99513F-HRTimeline
Summit Trail Advisors, LLC14,138$2.01M0.03%-11913F-HRTimeline
REDMONT WEALTH ADVISORS LLC14,111$2.01M2.79%013F-HRTimeline
Evanson Asset Management, LLC14,059$2M0.11%+1213F-HRTimeline
Farther Finance Advisors, LLC14,037$1.99M0.03%+1,78913F-HRTimeline
Crossmark Global Holdings, Inc.14,028$1.99M0.03%-23313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,023$1.99M0.03%-1,42113F-HRTimeline
Private Capital Advisors, Inc.13,975$1.99M0.22%013F-HRTimeline
VestGen Advisors, LLC13,935$1.98M0.07%+3,17413F-HRTimeline
OneDigital Investment Advisors LLC13,914$1.98M0.02%-24413F-HRTimeline
Cornell Pochily Investment Advisors, In…13,809$1.96M0.59%+9113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,728$1.95M0.08%+4013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC13,719$1.95M0.1%-40013F-HRTimeline
LANARK FINANCIAL, INC.13,600$1.93M0.15%013F-HRTimeline
Carbahal Olsen Financial Services Group…13,551$1.93M1.55%-16413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,489$1.92M0.01%-11113F-HR/ATimelineGroup
LOM Asset Management Ltd13,404$1.91M0.58%+13013F-HRTimeline
TD Waterhouse Canada Inc.13,356$1.9M0.01%+18913F-HRTimeline
NWAM LLC13,425$1.9M0.1%-17713F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.13,351$1.9M<0.01%+45513F-HRTimelineGroup
American Wealth Advisors, LLC13,256$1.88M1.86%13F-HRTimeline
MSH Capital Advisors LLC13,250$1.88M0.5%+48213F-HRTimeline
NCM Capital Management, LLC13,240$1.88M0.73%+1113F-HRTimeline
David J Yvars Group13,121$1.86M1%+3213F-HRTimeline
Investment Advisory Group, LLC12,932$1.84M0.5%-70213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,854$1.83M0.05%+1,15013F-HRTimelineGroup
Arkadios Wealth Advisors12,819$1.82M0.04%+23313F-HRTimeline
Venture Visionary Partners LLC12,802$1.82M0.06%-51513F-HRTimeline
PFG Investments, LLC12,797$1.82M0.09%-4613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,720$1.81M0.03%-6613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,337$1.81M0.15%013F-HRTimeline
World Investment Advisors12,637$1.8M0.04%+1513F-HRTimeline
Asset Dedication, LLC12,444$1.77M0.12%+1613F-HRTimeline
Simmons Bankin group Simmons Bank12,434$1.77M0.12%-20613F-HRTimelineGroup
Main Street Financial Solutions, LLC12,380$1.76M0.11%+54513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA12,375$1.76M<0.01%+10013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co12,280$1.74M0.02%+45013F-HRTimelineGroup
Mission Creek Capital Partners, Inc.12,254$1.74M0.34%+2713F-HRTimeline
Carnegie Investment Counsel12,248$1.74M0.03%-83613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group12,237$1.74M0.21%-46513F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC12,156$1.73M2.82%-46713F-HRTimeline
Caldwell Trust Co12,151$1.73M0.16%+2,01513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,947$1.7M0.11%-12513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,893$1.69M<0.01%+73413F-HRTimelineGroup
NorthRock Partners, LLC11,885$1.69M0.03%+1,24113F-HRTimeline
BRIGHTON JONES LLC11,825$1.68M0.04%+40713F-HRTimeline
Pinnacle Bancorp, Inc.11,765$1.67M0.49%-1613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,753$1.67M0.06%-53413F-HRTimelineGroup
Sterling Financial Group, Inc.11,675$1.66M0.53%013F-HRTimeline
Watts Gwilliam & Co., LLC11,559$1.64M0.27%+4213F-HRTimeline
Gladstone Institutional Advisory LLC11,545$1.64M0.06%+40713F-HRTimeline
NorthCrest Asset Manangement, LLC11,520$1.64M0.04%-18313F-HRTimeline
Robertson Stephens Wealth Management, L…11,533$1.64M0.05%-1,48813F-HRTimeline
AMERIFLEX GROUP, INC.11,428$1.62M0.61%+6,98113F-HRTimeline
Pacific Point Advisors, LLC11,383$1.62M0.94%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,328$1.61M0.13%-7513F-HRTimeline
Regal Investment Advisors LLC11,301$1.61M0.1%-14213F-HRTimeline
Stonebridge Capital Advisors LLC11,273$1.6M0.11%-68013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,226$1.59M0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC11,330$1.59M0.09%-1,55213F-HRTimeline
Richwood Investment Advisors, LLC11,212$1.59M1.25%-29113F-HRTimeline
JMG Financial Group, Ltd.11,202$1.59M0.05%-9613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC11,184$1.59M0.35%-113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,182$1.59M<0.01%+31213F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,163$1.59M0.49%-8,81613F-HRTimelineGroup
Syntegra Private Wealth Group, LLC11,153$1.58M0.15%-52413F-HRTimeline
FIRST HORIZON CORP11,151$1.58M0.07%13F-HRTimeline
RWA WEALTH PARTNERS, LLC11,056$1.57M0.02%+10013F-HRTimeline
Meridian Wealth Management, LLC10,958$1.56M0.06%+2,15313F-HRTimeline
Glen Eagle Advisors, LLC10,891$1.55M0.22%-46613F-HRTimeline
Tyche Wealth Partners LLC10,885$1.55M0.27%-38513F-HRTimeline
PATTEN & PATTEN INC/TN10,873$1.55M0.09%+3,77213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,866$1.54M0.02%-5513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC10,806$1.54M0.1%-5,92013F-HRTimeline
BOK Financial Private Wealth, Inc.10,760$1.53M0.1%-6713F-HRTimeline
Welch & Forbes LLC10,756$1.53M0.02%-22513F-HRTimeline
Global Trust Asset Management, LLC10,724$1.52M0.69%-21613F-HRTimeline
WEDBUSH SECURITIES INC10,694$1.52M0.05%-40,18013F-HRTimeline
CRA Financial Services, LLC10,645$1.51M0.21%+1,02513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,623$1.51M0.04%-77313F-HRTimelineGroup
Verdence Capital Advisors LLC10,560$1.5M0.09%-11113F-HRTimeline
Fox Hill Wealth Management10,507$1.49M0.7%-53113F-HRTimeline
WBH ADVISORY INC10,496$1.49M0.11%-91613F-HRTimeline