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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
JMG Financial Group, Ltd.11,056$1.73M0.04%-12113F-HRTimeline
Bluespring Wealth Management, LLC10,971$1.71M0.03%+8,91013F-HRTimeline
Summit Trail Advisors, LLC10,901$1.7M0.02%+5013F-HRTimeline
Asset Dedication, LLC10,874$1.7M0.11%-43113F-HRTimeline
PATTEN & PATTEN INC/TN10,823$1.69M0.09%-2513F-HRTimeline
TRUST POINT INC.10,809$1.69M0.14%+90213F-HRTimeline
TMB Capital Partners, LLC10,795$1.69M0.53%013F-HRTimeline
BOK Financial Private Wealth, Inc.10,785$1.69M0.09%-54413F-HRTimeline
Virtue Capital Management, LLC10,720$1.68M0.22%+4,79613F-HRTimeline
Fox Hill Wealth Management10,715$1.67M0.67%+10413F-HRTimeline
MainStreet Investment Advisors LLC10,710$1.67M0.23%+1,34013F-HRTimeline
Mission Creek Capital Partners, Inc.10,686$1.67M0.29%+1813F-HRTimeline
Verdence Capital Advisors LLC10,560$1.65M0.09%+4213F-HRTimeline
Meridian Wealth Management, LLC10,537$1.65M0.05%-2313F-HRTimeline
RWA WEALTH PARTNERS, LLC10,517$1.64M0.02%013F-HRTimeline
CDKV HOLDINGS LLC10,485$1.64M1.28%-1013F-HRTimeline
Regal Investment Advisors LLC10,467$1.64M0.08%+23513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,457$1.63M0.49%-52813F-HRTimelineGroup
XML Financial, LLC10,439$1.63M0.12%+38513F-HRTimeline
Richwood Investment Advisors, LLC10,427$1.63M1.15%-14013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…10,400$1.63M<0.01%-1,00013F-HRTimelineGroup
Nest Investments, LLC10,370$1.62M1.23%+38613F-HRTimeline
Sound Income Strategies, LLC10,345$1.62M0.07%-73713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC10,321$1.61M0.27%013F-HRTimeline
Asset Allocation & Management Company, …10,273$1.61M0.52%013F-HRTimeline
Robertson Stephens Wealth Management, L…10,247$1.6M0.04%-25113F-HRTimeline
ROMANO BROTHERS AND COMPANY10,231$1.6M0.16%013F-HRTimeline
Tyche Wealth Partners LLC10,158$1.59M0.22%-25713F-HRTimeline
Keel Point, LLC10,073$1.57M0.09%+2813F-HRTimeline
Prepared Retirement Institute LLC9,995$1.56M0.67%+1,62513F-HRTimeline
Belpointe Asset Management LLC9,975$1.56M0.05%+33013F-HRTimeline
Sound View Wealth Advisors Group, LLC9,932$1.55M0.1%-13013F-HRTimeline
Challenger Wealth Management9,918$1.55M1.14%+3413F-HRTimeline
Farmers National Bank9,913$1.55M0.32%-17113F-HRTimeline
Viewpoint Capital Management LLC9,906$1.55M0.79%-74013F-HRTimeline
Planned Solutions, Inc.9,863$1.54M0.44%+13713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC9,809$1.53M0.08%013F-HRTimeline
WHITTIER TRUST CO9,583$1.52M0.01%-56813F-HRTimeline
Koshinski Asset Management, Inc.9,707$1.52M0.08%+87913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,667$1.51M0.08%-25013F-HRTimeline
Squire Investment Management Company, L…9,666$1.51M0.36%+84713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,659$1.51M0.03%-83513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,630$1.51M0.06%+5,26413F-HRTimelineGroup
Venture Visionary Partners LLC9,603$1.5M0.04%-76413F-HRTimeline
waypoint wealth counsel9,573$1.5M0.94%+2313F-HRTimeline
IMA Advisory Services, Inc.9,565$1.49M0.09%+9,31513F-HRTimeline
Retirement Planning Co of New England, …9,538$1.49M0.54%+213F-HRTimeline
Tempo Wealth, LLC9,519$1.49M0.22%-95113F-HRTimeline
Plancorp, LLC9,233$1.48M0.04%-10,91813F-HRTimeline
HM PAYSON & CO9,462$1.48M0.02%013F-HRTimeline
Focus Financial Network, Inc.9,460$1.48M0.05%+1813F-HRTimeline
Occidental Asset Management, LLC9,395$1.47M0.15%013F-HRTimeline
Savvy Advisors, Inc.9,374$1.47M0.03%+70313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC9,326$1.46M0.33%+96213F-HRTimeline
INVENIO WEALTH PARTNERS LLC9,325$1.46M0.52%-5013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,306$1.45M0.03%+3213F-HRTimeline
Embree Financial Group9,262$1.45M0.15%+37913F-HRTimeline
WBH ADVISORY INC9,239$1.44M0.1%-91813F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC9,220$1.44M1%-4013F-HRTimeline
Asset Advisory Group, Inc.9,194$1.44M0.63%+2913F-HRTimeline
Freedom Financial Partners LLC9,094$1.42M0.46%+13113F-HRTimeline
Platform Technology Partners9,071$1.42M0.23%+50013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,070$1.42M0.08%+93413F-HRTimeline
Prosperity Consulting Group, LLC9,067$1.42M0.05%-16813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC9,064$1.42M0.21%013F-HRTimeline
Dakota Wealth Management9,051$1.41M0.03%-25813F-HRTimeline
GreatBanc Trust CO9,035$1.41M0.88%013F-HRTimeline
Mesirow Financial Investment Management…9,002$1.41M0.02%-19613F-HRTimeline
Rockbridge Investment Management, LCC8,969$1.4M0.11%013F-HRTimeline
Relyea Zuckerberg Hanson LLC8,936$1.4M0.12%new13F-HR/ATimeline
TITLEIST ASSET MANAGEMENT, LLC8,916$1.39M0.09%+7413F-HRTimeline
CHOREO, LLC8,903$1.39M0.02%-13013F-HRTimeline
Wolff Financial Management LLC8,887$1.39M0.28%+713F-HRTimeline
Welch & Forbes LLC8,855$1.38M0.02%-59613F-HRTimeline
Rehmann Capital Advisory Group8,789$1.38M0.06%+21813F-HRTimeline
Capital Advisors, Ltd. LLC8,759$1.37M0.14%013F-HRTimeline
Winthrop Advisory Group LLC8,758$1.37M0.09%+813F-HRTimeline
BIP Wealth, LLC8,735$1.37M0.04%+4,48813F-HRTimeline
VAUGHAN & Co SECURITIES, INC.8,692$1.36M0.63%-15313F-HRTimeline
Infinity Wealth Counsel, LLC8,680$1.36M1.1%013F-HRTimeline
Providence First Trust Co8,666$1.35M0.38%-11,29813F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,570$1.34M0.03%-3,53513F-HRTimeline
ARS Investment Partners, LLC8,511$1.33M0.06%013F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC8,440$1.32M0.88%+92513F-HRTimeline
Keudell/Morrison Wealth Management8,437$1.32M0.25%+713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,403$1.31M0.06%+18813F-HRTimeline
Weinberger Asset Management, Inc8,096$1.31M0.42%-4,05013F-HRTimeline
First National Trust Co8,301$1.3M0.04%+6013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.8,298$1.3M0.17%013F-HRTimeline
DAVIDSON TRUST CO8,281$1.29M0.5%013F-HRTimeline
Independent Wealth Network Inc.8,271$1.29M0.33%+113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,246$1.29M0.03%-27513F-HRTimelineGroup
Old North State Trust, LLC8,228$1.29M0.66%013F-HRTimeline
Beacon Financial Advisory LLC8,203$1.28M0.25%+29413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK8,201$1.28M0.01%-36513F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT8,181$1.28M0.07%-2013F-HRTimelineGroup
MGO ONE SEVEN LLC8,168$1.28M0.02%-12813F-HRTimeline
Continuum Advisory, LLC8,168$1.28M0.1%-79113F-HRTimeline
TCI Wealth Advisors, Inc.8,164$1.28M0.06%-11013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,143$1.27M0.13%+1,24813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC8,087$1.26M0.08%-16813F-HRTimeline
Kohmann Bosshard Financial Services, LLC8,039$1.26M0.11%-39513F-HRTimeline
Old Mission Investment Co LLC8,022$1.25M0.26%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.8,019$1.25M1.12%-60513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,014$1.25M0.02%-2113F-HRTimeline
Dodds Wealth, LLC8,001$1.25M0.28%+7913F-HRTimeline
PRIVATE TRUST CO NA7,987$1.25M0.1%-93613F-HRTimeline
Performance Wealth Partners, LLC7,971$1.25M0.03%-49313F-HRTimeline
Able Wealth Management LLC7,968$1.25M0.29%+1,28713F-HRTimeline
CHAPIN DAVIS, INC.7,962$1.24M0.22%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,957$1.24M0.71%013F-HRTimeline
Caprock Group, LLC7,852$1.23M0.02%+2,17313F-HRTimeline
Legacy Trust7,835$1.22M0.22%013F-HRTimeline
O'ROURKE & COMPANY, Inc7,830$1.22M0.43%-18213F-HRTimeline
EASTERN BANK7,824$1.22M0.02%-80613F-HRTimeline
SCS Capital Management LLC7,811$1.22M0.01%-92413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…7,808$1.22M0.01%-30013F-HRTimeline
NorthCrest Asset Manangement, LLC7,715$1.22M0.03%+413F-HRTimeline
Thayer Partners, LLC / MA7,803$1.22M0.5%-60513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,788$1.22M0.19%-12013F-HRTimeline
Capital Asset Advisory Services LLC7,788$1.22M0.04%+19513F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,777$1.22M0.04%+93913F-HRTimeline
Cornerstone Wealth Management, LLC7,769$1.21M0.05%+86813F-HRTimeline
Archer Investment Corp7,758$1.21M0.23%+313F-HR/ATimeline
CVA Family Office, LLC7,752$1.21M0.11%+1213F-HRTimeline
Accredited Investors Inc.7,719$1.21M0.05%013F-HRTimeline
Compound Planning, Inc.7,716$1.21M0.03%+41913F-HRTimeline
S&A Financial Services, Inc.7,647$1.2M0.73%+1,59313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,576$1.18M0.02%+1,38713F-HRTimelineGroup
Stonebridge Capital Advisors LLC7,575$1.18M0.08%-1013F-HRTimeline
Next Level Private LLC7,572$1.18M0.23%-1213F-HRTimeline
Argyle Capital Partners, LLC7,534$1.18M0.74%013F-HRTimeline
Sentinel Advisory Group, LLC7,521$1.18M0.48%-4813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC7,498$1.17M0.55%+3313F-HRTimeline
GREENLEAF TRUST7,449$1.16M0.01%+2,17513F-HRTimeline
Financial Engines Advisors L.L.C.7,436$1.16M<0.01%-3913F-HRTimeline
CENTRAL TRUST Co7,336$1.15M0.02%013F-HRTimeline
Crestwood Advisors Group, LLC7,299$1.14M0.02%+67513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,294$1.14M<0.01%+39113F-HRTimelineGroup
Aprio Wealth Management, LLC7,220$1.13M0.06%013F-HRTimeline
Wellspring Financial Advisors, LLC7,205$1.13M0.07%013F-HRTimeline
Apella Capital, LLC7,000$1.12M0.02%-72013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,130$1.11M0.03%-26013F-HRTimelineGroup
Code Waechter LLC7,120$1.11M0.58%013F-HRTimeline
GUERRA PAN ADVISORS, LLC7,058$1.1M0.62%013F-HRTimeline
MKT Advisors LLC6,898$1.1M0.34%-28413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA6,980$1.1M0.03%013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,043$1.1M<0.01%new13F-HRTimelineGroup
INTRUST BANK NA7,013$1.1M0.08%013F-HRTimeline
Resonant Capital Advisors, LLC7,000$1.09M0.05%013F-HRTimeline
Pathway Financial Advisers, LLC6,951$1.09M0.27%-14213F-HRTimeline
Vision Retirement, LLC6,928$1.08M0.26%-2413F-HRTimeline
Helium Advisors LLC6,892$1.08M0.89%+4113F-HRTimeline
Wilmington Savings Fund Society, FSB6,843$1.07M0.02%013F-HRTimeline
River Wealth Advisors LLC6,835$1.07M0.11%013F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT6,816$1.07M0.11%-27113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK6,754$1.06M0.49%-32613F-HRTimeline
Atlas Private Wealth Advisors6,649$1.04M0.23%-11713F-HRTimeline
Cordgrass Capital Advisors, LLC6,626$1.04M0.39%013F-HRTimeline
Churchill Financial Advisors, LLC6,618$1.03M0.2%013F-HRTimeline
WealthTrust Axiom LLC6,575$1.03M0.23%013F-HRTimeline
GoalVest Advisory LLC6,573$1.03M0.19%+1,42213F-HRTimeline
Colter Lewis Investment Partners LLC6,530$1.02M0.45%013F-HRTimeline
Stronghold Wealth Management L.L.C.6,522$1.02M1.36%-24713F-HRTimeline
Florida Trust Wealth Management Co6,519$1.02M0.03%+13813F-HRTimeline
VestGen Advisors, LLC6,493$1.01M0.03%-13013F-HRTimeline
Sageworth Trust Co6,485$1.01M0.04%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC6,483$1.01M0.1%-1,19713F-HRTimeline
Indiana Trust & Investment Management Co6,449$1.01M0.28%013F-HRTimeline
Versant Capital Management, Inc6,448$1.01M0.09%013F-HRTimeline
TRUST CO OF VERMONT6,416$1M0.04%13F-HRTimeline
ROMAN BUTLER FULLERTON & CO6,217$998K0.24%+513F-HRTimeline
Strait & Sound Wealth Management LLC6,361$994K0.35%-1013F-HRTimeline
KINTRA WEALTH, LLC6,019$992K0.05%-20913F-HRTimeline
AMERIFLEX GROUP, INC.6,295$984K0.4%+9213F-HRTimeline
Reality Financial Planning Services, LLC6,294$984K0.95%013F-HRTimeline
IHT Wealth Management, LLC6,260$978K0.02%-68313F-HRTimeline
ASPIRIANT, LLC6,259$978K0.02%+413F-HRTimeline
Thomasville National Bank6,258$978K0.05%13F-HRTimeline
Moors & Cabot, Inc.6,233$974K0.04%-22113F-HRTimeline
W ADVISORS, LLC6,207$970K0.44%013F-HRTimeline
Citizens National Bank Trust Department6,205$970K0.14%-21513F-HRTimeline
Dale Q Rice Investment Management Ltd6,193$968K0.52%-6413F-HRTimeline
Evanson Financial, LLC6,192$968K0.05%13F-HRTimeline
APPLETON PARTNERS INC/MA6,184$967K0.06%013F-HRTimeline
WARNER FINANCIAL, INC6,184$967K0.28%+1113F-HRTimeline
BHK Investment Advisors, LLC6,167$964K0.29%+213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,151$962K<0.01%-10,54913F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC6,129$958K0.04%013F-HRTimeline
Wealth Dimensions Group, Ltd.6,123$957K0.17%-9813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,095$953K0.2%-2013F-HRTimeline
Avior Wealth Management, LLC6,082$951K0.02%+17413F-HRTimeline
DT Investment Partners, LLC6,000$938K0.07%013F-HRTimeline
Harpswell Capital Advisors, LLC6,000$938K0.6%013F-HRTimeline
Fortis Group Advisors, LLC5,924$926K0.15%-19813F-HRTimeline
Cornerstone Wealth Group, LLC5,920$925K0.06%013F-HRTimeline
First Citizens Financial Corp5,901$922K0.39%-713F-HRTimeline
Jupiter Wealth Management LLC5,900$922K0.37%-59613F-HRTimeline
Capital Advantage, Inc.5,879$919K0.11%-27813F-HRTimeline
Krilogy Financial LLC5,863$916K0.03%-4313F-HRTimeline