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Disclosery

DVY ISHARES TR

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COM (fund)

1,379 managers (1,389 13F filers) reported a position in DVY shares at 2025-12-31, 69,393,984 shares in all. 69 filers opened a position and 45 filers sold out during the quarter.

Managers
1,379
13F filers
1,389
New
69
Added
469
Reduced
377
Sold out
45
Shares held by filers
69,393,984

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
Taylor Financial Group, Inc.28,137$3.97M2.33%-1713F-HRTimeline
Farther Finance Advisors, LLC28,071$3.96M0.04%+14,03413F-HRTimeline
Graves Light Lenhart Wealth, Inc.27,882$3.94M0.42%-29813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,660$3.9M0.11%-42313F-HR/ATimelineGroup
One Wealth Advisors, LLC27,400$3.87M0.47%-2,22213F-HRTimeline
PKS Advisory Services, LLC26,890$3.8M0.87%-1,13713F-HRTimeline
My Personal CFO, LLC26,862$3.79M1.58%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC26,748$3.78M0.03%-97913F-HRTimeline
Ashton Thomas Private Wealth, LLC26,730$3.77M0.09%+64913F-HRTimeline
Godfrey Financial Associates, Inc.26,318$3.71M3.22%13F-HRTimeline
Argent Trust Co26,147$3.69M0.13%013F-HRTimeline
Pinnacle Family Advisors, LLC26,135$3.69M1.62%+22313F-HRTimeline
Inman Jager Wealth Management, LLC25,673$3.62M2.22%-21513F-HRTimeline
Wealthfront Advisers LLC25,470$3.59M0.01%+1,96813F-HRTimeline
CMG Global Holdings, LLC23,008$3.55M1.58%+3313F-HRTimeline
Bleakley Financial Group, LLC25,030$3.53M0.06%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding24,836$3.51M+126Timeline
Banco de Sabadell, S.A24,726$3.49M2.27%-2,80213F-HRTimeline
Argent Advisors, Inc.24,420$3.45M0.96%-30413F-HRTimeline
MidFirst Bank24,296$3.43M0.27%13F-HRTimeline
Valeo Financial Advisors, LLC24,133$3.41M0.08%+53013F-HRTimeline
Guidance Point Advisors, LLC23,965$3.39M0.79%+22213F-HRTimeline
EP Wealth Advisors, LLC23,911$3.37M0.02%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,871$3.37M0.01%+68613F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO23,618$3.33M0.07%-11113F-HRTimeline
SONATA CAPITAL GROUP INC23,575$3.33M1.2%-31913F-HRTimeline
Joel Isaacson & Co., LLC23,497$3.32M0.11%+713F-HRTimeline
SIMON QUICK ADVISORS, LLC23,458$3.31M0.14%013F-HRTimeline
JFS WEALTH ADVISORS, LLC23,309$3.29M0.19%-9913F-HRTimeline
HBK Sorce Advisory LLC21,146$3.29M0.08%-913F-HRTimeline
Geneos Wealth Management Inc.23,018$3.25M0.08%-62613F-HRTimeline
IEQ CAPITAL, LLC23,003$3.25M0.01%+2,49913F-HRTimeline
Snowden Capital Advisors LLC22,961$3.24M0.08%+1,01613F-HRTimeline
WOLFF WIESE MAGANA LLC22,773$3.21M1.76%-3513F-HRTimeline
Operose Advisors LLC22,713$3.21M0.75%+3113F-HRTimeline
NewEdge Wealth, LLC22,090$3.12M0.04%+5,96013F-HRTimeline
High Net Worth Advisory Group LLC22,060$3.11M0.72%+8813F-HRTimeline
Sigma Planning Corp21,958$3.1M0.09%+1,43213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…21,837$3.08M0.91%-30913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC21,787$3.08M0.33%+14,21713F-HRTimeline
Western Wealth Management, LLC21,756$3.07M0.14%-1,19313F-HRTimeline
GW&K Investment Management, LLC21,752$3.07M0.03%+19,40113F-HRTimeline
World Investment Advisors21,651$3.06M0.05%+9,01413F-HR/ATimeline
Pallas Capital Advisors LLC21,613$3.05M0.1%+1,06113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP21,535$3.04M0.06%-2,24613F-HRTimeline
SBI Securities Co., Ltd.21,508$3.04M0.08%-8913F-HRTimeline
EVOKE WEALTH, LLC21,335$3.01M0.06%+2813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,319$3.01M<0.01%+10,13713F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC21,250$3M0.69%013F-HRTimeline
Cullen Capital Management, LLC21,130$2.98M0.03%new13F-HRTimeline
Chicago Partners Investment Group LLC20,020$2.96M0.07%+31413F-HRTimeline
Narwhal Capital Management20,970$2.96M0.22%+13413F-HRTimeline
Florin Court Capital LLP20,900$2.95M4.11%-34,00013F-HRTimeline
Kapstone Financial Advisors LLC20,794$2.93M1.46%-1,22013F-HRTimeline
Crescent Grove Advisors, LLC20,263$2.86M0.27%+45013F-HRTimeline
Plancorp, LLC20,151$2.84M0.09%013F-HRTimeline
Waverly Advisors, LLC19,880$2.81M0.02%+69913F-HRTimeline
Wealthspire Advisors, LLC19,706$2.78M0.02%-21,36013F-HRTimeline
FineMark National Bank & Trust19,573$2.76M0.09%+1,30413F-HRTimeline
HAZLETT, BURT & WATSON, INC.19,460$2.75M0.88%-17113F-HRTimeline
CITY HOLDING CO19,329$2.73M0.34%-72813F-HRTimeline
Cypress Wealth Services, LLC19,098$2.7M0.37%+37813F-HRTimeline
Haverford Trust Co19,060$2.69M0.02%-47613F-HRTimeline
WEBSTER BANK, N. A.19,019$2.68M0.25%013F-HRTimeline
Corundum Trust Company, INC18,872$2.66M6.06%-14213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,266$2.65M0.06%+2413F-HRTimeline
Csenge Advisory Group18,726$2.64M0.12%+16113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,684$2.64M0.2%-65713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC18,617$2.63M0.29%+9813F-HRTimeline
WESBANCO BANK INC18,488$2.61M0.07%+2913F-HRTimeline
Zhang Financial LLC18,473$2.61M0.1%-49113F-HRTimeline
Winthrop Partners - WNY, LLC18,345$2.59M1.39%13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP18,303$2.58M0.03%+15013F-HRTimeline
Independence Bank of Kentucky17,970$2.54M0.32%+2,53013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,889$2.52M0.08%+5913F-HRTimelineGroup
PW Nova Financial Services LLC17,529$2.5M0.95%13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC17,706$2.5M0.1%+1,00813F-HRTimeline
Parallel Advisors, LLC17,685$2.5M0.05%+20113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV17,677$2.49M0.96%013F-HRTimeline
IFC Advisors LLC17,673$2.49M0.36%-1813F-HRTimeline
SAX WEALTH ADVISORS, LLC17,538$2.48M0.12%-20013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,482$2.47M0.09%+81713F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC17,411$2.46M0.15%-49613F-HRTimeline
Caerus Investment Advisors, LLC17,270$2.44M0.81%-1,07813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…17,200$2.43M0.01%-2,40013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC17,198$2.43M0.04%+9,13913F-HR/ATimeline
Jump Financial, LLCin group Jump Financial, LLC17,162$2.42M0.03%new13F-HRTimelineGroup
PARK NATIONAL CORP /OH/17,115$2.42M0.08%+30013F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC17,000$2.4M0.14%+1,00013F-HRTimeline
Sowell Financial Services LLC16,938$2.39M0.09%+11513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC16,921$2.39M0.14%+6,11513F-HRTimeline
Midwest Trust Co16,752$2.36M0.03%+7613F-HRTimeline
Soltis Investment Advisors LLC16,721$2.36M0.16%+14,20513F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding16,714$2.36M+904Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,656$2.35M0.04%013F-HRTimeline
STOCK YARDS BANK & TRUST CO16,613$2.34M0.07%+2,21713F-HRTimeline
Trifecta Capital Advisors, LLC16,560$2.34M0.35%-37013F-HRTimeline
Flaharty Asset Management, LLC16,430$2.32M0.29%+1913F-HRTimeline
Peregrine Asset Advisers, Inc.16,370$2.31M0.65%-26013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,308$2.3M0.02%013F-HRTimelineGroup
Summit Wealth Partners, LLC16,124$2.28M0.42%+11413F-HRTimeline
Kaydan Wealth Management, Inc.15,969$2.25M0.65%+48113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,871$2.24M0.2%+17613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,733$2.22M0.02%+4,50713F-HRTimelineGroup
Magnus Financial Group LLC15,711$2.22M0.17%-13113F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC15,680$2.21M0.1%013F-HRTimeline
Asset Management Group, Inc.15,546$2.19M0.35%+14613F-HRTimeline
WealthBridge Capital Management, LLC15,460$2.18M0.5%+9413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,416$2.18M0.03%+46313F-HRTimelineGroup
Legacy Private Trust Co.15,405$2.17M0.13%013F-HRTimeline
Arkadios Wealth Advisors15,347$2.17M0.04%+2,52813F-HRTimeline
Weinberger Asset Management, Inc15,323$2.16M0.78%-2,36413F-HRTimeline
Bensler, LLC15,316$2.16M0.22%+5613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,253$2.15M0.06%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC15,231$2.15M<0.01%+11,74113F-HR/ATimelineGroup
Yeomans Consulting Group, Inc.15,231$2.15M0.63%+27013F-HRTimeline
Cascade Financial Partners, LLC15,183$2.14M0.22%-70013F-HRTimeline
Eldridge Investment Advisors, Inc.14,904$2.1M0.46%+313F-HRTimeline
Oxbow Advisors, LLC14,754$2.08M0.18%-7013F-HRTimeline
COZAD ASSET MANAGEMENT INC14,654$2.07M0.16%-65513F-HRTimeline
Evercore Wealth Management, LLC14,487$2.04M0.03%-113F-HRTimeline
Mayflower Financial Advisors, LLC14,432$2.04M0.25%+913F-HRTimeline
WASHINGTON TRUST Co14,428$2.04M0.07%+5913F-HRTimeline
Aberdeen Wealth Management LLC14,415$2.03M0.94%-75513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,404$2.03M0.05%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,401$2.03M0.02%+12513F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,395$2.03M0.34%+413F-HRTimelineGroup
Gryphon Financial Partners LLC14,377$2.03M0.22%-6413F-HRTimeline
NorthRock Partners, LLC14,348$2.03M0.03%+2,46313F-HRTimeline
Peoples Bank/KS14,323$2.02M2.03%-7813F-HRTimeline
Federation des caisses Desjardins du Qu…14,309$2.02M0.01%-66013F-HRTimeline
Laurel Wealth Advisors LLC14,289$2.02M0.27%013F-HRTimeline
Millennium Capital Advisors, LLC14,197$2M1.18%+1413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC14,167$2M0.15%-32713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,115$1.99M0.01%+62613F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC14,111$1.99M3.02%013F-HRTimeline
Evanson Asset Management, LLC14,074$1.99M0.11%+1513F-HRTimeline
Darden Wealth Group Inc14,045$1.98M0.96%-1,60813F-HRTimeline
Crossmark Global Holdings, Inc.14,028$1.98M0.03%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,023$1.98M0.03%013F-HRTimeline
Private Capital Advisors, Inc.13,975$1.97M0.2%013F-HRTimeline
Welch Group, LLC13,958$1.97M0.08%+9,29613F-HRTimeline
Global Retirement Partners, LLC13,940$1.97M0.03%+7,84213F-HRTimeline
FIRST HORIZON CORP13,829$1.95M0.09%+2,67813F-HRTimeline
Curi Capital, LLC13,821$1.95M0.03%-1,45913F-HRTimeline
Sound Income Strategies, LLC13,131$1.94M0.09%+1,80113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,708$1.93M0.23%-2,26713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,688$1.93M0.05%+83413F-HRTimelineGroup
LANARK FINANCIAL, INC.13,600$1.92M0.14%013F-HRTimeline
Eagle Strategies LLC13,600$1.92M0.25%-68613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,548$1.91M0.13%+21113F-HRTimeline
American Wealth Advisors, LLC13,454$1.9M1.86%+19813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.13,453$1.9M0.07%+1,70013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC13,452$1.9M0.09%-27613F-HRTimeline
Providence First Trust Co13,442$1.9M0.66%-5,81813F-HRTimeline
NWAM LLC12,839$1.89M0.11%-58613F-HRTimeline
Pinnacle Bancorp, Inc.13,382$1.89M0.55%+1,61713F-HRTimeline
David J Yvars Group13,318$1.88M1%+19713F-HRTimeline
Carbahal Olsen Financial Services Group…13,301$1.88M1.44%-25013F-HRTimeline
MSH Capital Advisors LLC13,298$1.88M0.4%+4813F-HRTimeline
Cornell Pochily Investment Advisors, In…13,255$1.87M0.54%-55413F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD13,244$1.87M0.27%13F-HRTimeline
LOM Asset Management Ltd13,177$1.86M0.54%-22713F-HRTimeline
Tempus Wealth Planning, LLC13,126$1.85M0.42%-1,31413F-HRTimeline
Traynor Capital Management, Inc.13,087$1.85M0.1%-1,74213F-HRTimeline
Carnegie Investment Counsel13,082$1.85M0.03%+83413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,043$1.84M0.03%+32313F-HRTimelineGroup
PFG Investments, LLC12,943$1.83M0.09%+14613F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC12,914$1.82M0.09%-80513F-HRTimeline
Investment Advisory Group, LLC12,844$1.81M0.47%-8813F-HRTimeline
NCM Capital Management, LLC12,754$1.8M0.67%-48613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,582$1.78M0.02%+1,71613F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA12,582$1.78M<0.01%+20713F-HRTimelineGroup
Simmons Bankin group Simmons Bank12,434$1.75M0.12%013F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC12,367$1.75M1.76%+21113F-HRTimeline
NorthCrest Asset Manangement, LLC12,070$1.73M0.04%+55013F-HRTimeline
Astoria Portfolio Advisors LLC.11,159$1.73M0.39%+5,04213F-HRTimeline
UNION SAVINGS BANK12,178$1.72M0.74%13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group12,177$1.72M0.19%-6013F-HRTimelineGroup
TD Waterhouse Canada Inc.12,163$1.72M0.01%-1,19313F-HRTimeline
WEDBUSH SECURITIES INC12,122$1.71M0.05%+1,42813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA12,112$1.71M0.08%-7,57913F-HRTimeline
Gotham Asset Management, LLC12,010$1.7M0.01%+5,03113F-HRTimeline
Caldwell Trust Co11,968$1.69M0.15%-18313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,947$1.69M0.11%013F-HRTimeline
Richwood Investment Advisors, LLC10,767$1.67M1.2%-44513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,847$1.67M0.02%-43313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,747$1.66M0.04%+1,12413F-HRTimelineGroup
SVB WEALTH LLC11,722$1.65M0.1%+7,01313F-HRTimeline
Perigon Wealth Management, LLC11,707$1.65M0.03%+1,84813F-HRTimeline
Syntegra Private Wealth Group, LLC11,622$1.64M0.15%+46913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,581$1.63M<0.01%-31213F-HRTimelineGroup
Glen Eagle Advisors, LLC11,531$1.63M0.22%+64013F-HRTimeline
GoalVest Advisory LLC11,520$1.63M0.31%+5,66413F-HRTimeline
OneDigital Investment Advisors LLC11,514$1.63M0.02%-2,40013F-HRTimeline
Robertson Stephens Wealth Management, L…11,505$1.62M0.05%-2813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,495$1.62M0.12%+16713F-HRTimeline
Gladstone Institutional Advisory LLC11,475$1.62M0.06%-7013F-HRTimeline
CRA Financial Services, LLC11,383$1.61M0.21%+73813F-HRTimeline
Pacific Point Advisors, LLC11,383$1.61M0.86%013F-HRTimeline