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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
PRECEDENT WEALTH PARTNERS, LLC11,324$1.6M0.34%+14013F-HRTimeline
Venture Visionary Partners LLC10,700$1.59M0.05%-2,10213F-HRTimeline
JMG Financial Group, Ltd.11,177$1.58M0.04%-2513F-HRTimeline
Regal Investment Advisors LLC11,129$1.57M0.09%-17213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,973$1.55M0.52%-19013F-HRTimelineGroup
Asset Dedication, LLC10,968$1.55M0.1%-1,47613F-HRTimeline
HARBOUR INVESTMENTS, INC.10,916$1.54M0.03%+1,20413F-HRTimeline
First Nebraska Trust Co10,879$1.54M0.14%+93913F-HRTimeline
PATTEN & PATTEN INC/TN10,848$1.53M0.09%-2513F-HRTimeline
Mission Creek Capital Partners, Inc.10,822$1.53M0.31%-1,43213F-HRTimeline
TMB Capital Partners, LLC10,795$1.52M0.52%13F-HRTimeline
Meridian Wealth Management, LLC10,781$1.52M0.05%-17713F-HRTimeline
BOK Financial Private Wealth, Inc.10,674$1.51M0.09%-8613F-HRTimeline
Stonebridge Capital Advisors LLC10,648$1.5M0.1%-62513F-HRTimeline
Fox Hill Wealth Management10,626$1.5M0.7%+11913F-HRTimeline
Tyche Wealth Partners LLC10,555$1.49M0.24%-33013F-HRTimeline
RWA WEALTH PARTNERS, LLC10,517$1.48M0.02%-53913F-HRTimeline
WBH ADVISORY INC10,506$1.48M0.11%+1013F-HRTimeline
MLP3, LLC10,484$1.48M1.62%13F-HRTimeline
Verdence Capital Advisors LLC10,447$1.47M0.09%-11313F-HRTimeline
WHITTIER TRUST CO10,151$1.47M0.02%013F-HRTimeline
Viewpoint Capital Management LLC10,419$1.47M0.64%+61413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,336$1.46M0.03%+1,38713F-HRTimeline
Farmers National Bank10,283$1.45M0.32%-13313F-HRTimeline
Asset Allocation & Management Company, …10,273$1.45M0.58%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC10,265$1.45M0.54%013F-HRTimeline
Mill Creek Capital Advisors, LLC10,228$1.44M0.03%-6,48913F-HRTimeline
Tempo Wealth, LLC10,129$1.43M0.25%13F-HRTimeline
Sound View Wealth Advisors Group, LLC10,065$1.42M0.1%+413F-HRTimeline
ROMANO BROTHERS AND COMPANY10,023$1.41M0.16%+7013F-HRTimeline
Keel Point, LLC10,007$1.41M0.09%+5113F-HRTimeline
Focus Financial Network, Inc.9,992$1.41M0.05%+39813F-HRTimeline
SMITH, MOORE & CO.9,986$1.41M0.11%+25413F-HRTimeline
Summit Trail Advisors, LLC9,974$1.41M0.02%-4,16413F-HRTimeline
waypoint wealth counsel9,963$1.41M0.52%-24613F-HRTimeline
TRUST POINT INC.9,907$1.4M0.11%013F-HRTimeline
ADG Wealth Management Group, LLC9,887$1.4M1.06%+47313F-HRTimeline
Challenger Wealth Management9,884$1.4M1.06%013F-HRTimeline
FLOW TRADERS U.S. LLC9,868$1.39M0.05%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC9,809$1.38M0.09%+1,57613F-HRTimeline
Planned Solutions, Inc.9,716$1.37M0.44%-50813F-HRTimeline
Belpointe Asset Management LLC9,705$1.37M0.05%-5713F-HRTimeline
Journey Advisory Group, LLC9,693$1.37M0.12%+7513F-HRTimeline
CDKV HOLDINGS LLC9,660$1.36M1.14%13F-HRTimeline
AE Wealth Management LLC9,516$1.34M0.01%-96313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,495$1.34M0.01%+1,55513F-HRTimelineGroup
Retirement Planning Co of New England, …9,430$1.33M0.53%-1813F-HRTimeline
HM PAYSON & CO9,430$1.33M0.02%+1,51013F-HRTimeline
Welch & Forbes LLC9,416$1.33M0.02%-1,34013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…9,415$1.33M0.04%+1,31513F-HRTimelineGroup
Occidental Asset Management, LLC9,395$1.33M0.16%013F-HRTimeline
Nest Investments, LLC9,367$1.32M1.11%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,275$1.31M0.11%+21113F-HRTimeline
Prosperity Consulting Group, LLC9,260$1.31M0.06%+48013F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC9,260$1.31M1.2%13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,244$1.3M0.03%+4313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…9,227$1.3M0.25%+7,35613F-HRTimeline
CHOREO, LLC9,135$1.3M0.02%-613F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.8,624$1.3M1.21%13F-HRTimeline
XML Financial, LLC9,176$1.3M0.11%-59313F-HRTimeline
Aptus Capital Advisors, LLC9,100$1.28M0.01%-313F-HRTimeline
Dakota Wealth Management9,066$1.28M0.02%+83213F-HR/ATimeline
PETTYJOHN, WOOD & WHITE, INC9,064$1.28M0.2%013F-HRTimeline
Capital Advisors, Ltd. LLC9,044$1.28M0.14%013F-HRTimeline
GreatBanc Trust CO9,035$1.28M0.9%-27013F-HRTimeline
Rockbridge Investment Management, LCC8,969$1.27M0.12%013F-HRTimeline
Continuum Advisory, LLC8,949$1.26M0.13%-70213F-HRTimeline
Asset Advisory Group, Inc.8,945$1.26M0.63%13F-HRTimeline
Freedom Financial Partners LLC8,918$1.26M0.46%-54413F-HRTimeline
Wolff Financial Management LLC8,896$1.26M0.28%-6013F-HRTimeline
VAUGHAN & Co SECURITIES, INC.8,845$1.25M0.65%-16913F-HRTimeline
TCI Wealth Advisors, Inc.8,828$1.25M0.07%-43613F-HRTimeline
EASTERN BANK8,809$1.24M0.02%+2,28813F-HRTimeline
Winthrop Advisory Group LLC8,794$1.24M0.11%+1313F-HR/ATimeline
FULTON BREAKEFIELD BROENNIMAN LLC8,748$1.23M0.08%+1,51713F-HRTimeline
SCS Capital Management LLC8,735$1.23M0.01%+28513F-HRTimeline
Edge Wealth Management LLC8,712$1.23M0.22%+26513F-HRTimeline
Infinity Wealth Counsel, LLC8,705$1.23M1.12%-3513F-HRTimeline
Kohmann Bosshard Financial Services, LLC8,699$1.23M0.11%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC8,651$1.22M0.36%+1113F-HRTimeline
Embree Financial Group8,608$1.21M0.15%+8413F-HRTimeline
Rehmann Capital Advisory Group8,524$1.21M0.06%+4913F-HRTimeline
FIDUCIENT ADVISORS LLC8,520$1.2M0.15%-98913F-HRTimeline
ARS Investment Partners, LLC8,511$1.2M0.07%013F-HRTimeline
First National Trust Co8,466$1.19M0.04%+30913F-HRTimeline
Squire Investment Management Company, L…8,455$1.19M0.36%013F-HRTimeline
Keudell/Morrison Wealth Management8,449$1.19M0.25%13F-HRTimeline
Mesirow Financial Investment Management…8,406$1.19M0.02%-1,14113F-HRTimeline
Old North State Trust, LLC8,305$1.17M0.69%-54213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.8,298$1.17M0.17%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,295$1.17M0.03%+3,01513F-HRTimeline
Independent Wealth Network Inc.8,293$1.17M0.36%-913F-HRTimeline
O'ROURKE & COMPANY, Inc8,288$1.17M0.45%-23313F-HRTimeline
DAVIDSON TRUST CO8,281$1.17M0.49%013F-HRTimeline
Cove Private Wealth, LLC8,280$1.17M0.35%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT8,207$1.16M0.07%+87013F-HRTimelineGroup
Coordinated Financial Services, Inc.8,169$1.15M0.66%+3,42913F-HRTimeline
Performance Wealth Partners, LLC8,167$1.15M0.03%-29813F-HRTimeline
Thayer Partners, LLC / MA8,141$1.15M0.56%13F-HRTimeline
Accredited Investors Inc.8,140$1.15M0.06%-3513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,136$1.15M0.07%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,117$1.15M0.02%-4913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,108$1.14M0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,045$1.14M0.06%+2,38813F-HRTimeline
Claris Financial LLC7,968$1.12M0.6%+4113F-HRTimeline
CHAPIN DAVIS, INC.7,962$1.12M0.26%+2,00013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,957$1.12M0.94%013F-HRTimeline
MainStreet Investment Advisors LLC7,945$1.12M0.16%+60213F-HRTimeline
Koshinski Asset Management, Inc.7,903$1.12M0.07%-22813F-HRTimeline
Archer Investment Corp7,840$1.11M0.25%+6913F-HRTimeline
Legacy Trust7,835$1.11M0.21%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,790$1.1M0.03%-5513F-HRTimelineGroup
CVA Family Office, LLC7,729$1.09M0.13%+55113F-HRTimeline
Cadence Bank7,678$1.08M0.06%-7213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC7,653$1.08M0.63%+4513F-HRTimeline
MKT Advisors LLC7,454$1.07M0.37%013F-HRTimeline
Beacon Financial Advisory LLC7,559$1.07M0.25%+23913F-HRTimeline
CoreCap Advisors, LLC7,542$1.06M0.04%-61413F-HRTimeline
Dodds Wealth, LLC7,526$1.06M0.26%-9013F-HRTimeline
PRIVATE TRUST CO NA7,523$1.06M0.09%-1,07913F-HRTimeline
Financial Engines Advisors L.L.C.7,518$1.06M<0.01%-2213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC7,515$1.06M0.74%-20013F-HRTimeline
River Wealth Advisors LLC7,502$1.06M0.12%+1,83013F-HRTimeline
Atlas Legacy Advisors, LLC7,468$1.05M0.19%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,458$1.05M0.19%+33013F-HRTimeline
Platform Technology Partners7,437$1.05M0.22%+113F-HRTimeline
Dorsey & Whitney Trust CO LLC7,425$1.05M0.06%-17913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,400$1.04M<0.01%new13F-HRTimeline
Compound Planning, Inc.7,362$1.04M0.03%+4,57713F-HRTimeline
B. Riley Wealth Advisors, Inc.7,342$1.04M0.05%-43413F-HRTimeline
CENTRAL TRUST Co7,336$1.04M0.02%013F-HRTimeline
Sunbelt Securities, Inc.7,320$1.03M0.07%-1013F-HRTimeline
Wilmington Savings Fund Society, FSB7,243$1.02M0.02%013F-HRTimeline
Wellspring Financial Advisors, LLC7,204$1.02M0.08%-2213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC7,201$1.02M0.07%-1913F-HRTimeline
Jupiter Wealth Management LLC6,496$1.02M0.45%013F-HRTimeline
GUERRA PAN ADVISORS, LLC7,183$1.01M0.6%-9613F-HRTimeline
Aprio Wealth Management, LLC7,175$1.01M0.06%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK7,130$1.01M0.5%013F-HRTimeline
Pathway Financial Advisers, LLC7,128$1.01M0.29%+4113F-HRTimeline
Cordgrass Capital Advisors, LLC7,126$1.01M0.24%-5013F-HRTimeline
Capital Asset Advisory Services LLC6,932$1.01M0.04%+29813F-HRTimeline
Code Waechter LLC7,120$1M0.65%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,063$997K<0.01%+5,01913F-HRTimelineGroup
PFG Advisors7,061$997K0.05%-3,23913F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,048$995K0.04%+3,21613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA6,980$993K0.03%new13F-HRTimelineGroup
INTRUST BANK NA7,013$990K0.08%013F-HRTimeline
Resonant Capital Advisors, LLC7,000$988K0.05%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,998$988K0.11%-16513F-HRTimeline
Stronghold Wealth Management L.L.C.6,960$982K1.45%13F-HRTimeline
Vision Retirement, LLC6,944$980K0.26%13F-HRTimeline
Old Mission Investment Co LLC6,942$980K0.23%+1,73813F-HRTimeline
IHT Wealth Management, LLC6,928$978K0.02%-1,12313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,855$967K0.11%-1813F-HRTimeline
Park Place Capital Corp6,847$966K0.2%-4913F-HRTimeline
Churchill Financial Advisors, LLC6,825$963K0.29%13F-HRTimeline
Helium Advisors LLC6,820$963K0.97%+613F-HRTimeline
Atlas Private Wealth Advisors6,819$962K0.22%-50313F-HRTimeline
Fortis Group Advisors, LLC6,394$962K0.16%+22213F-HRTimeline
Cabana LLC6,814$962K7.21%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,775$956K<0.01%new13F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC6,682$943K0.04%+3113F-HRTimeline
Able Wealth Management LLC6,681$943K0.3%+32513F-HRTimeline
Next Level Private LLC6,679$943K0.25%-65013F-HRTimeline
Strait & Sound Wealth Management LLC6,642$937K0.35%-513F-HRTimeline
Cornerstone Wealth Group, LLC6,614$934K0.06%-22613F-HRTimeline
WealthTrust Axiom LLC6,575$928K0.24%013F-HRTimeline
Thomasville National Bank6,543$923K0.06%013F-HRTimeline
Sageworth Trust Co6,541$923K0.04%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO6,207$923K0.24%-19313F-HRTimeline
Colter Lewis Investment Partners LLC6,530$922K1.07%13F-HRTimeline
Merit Financial Group, LLC6,470$913K0.01%-29113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,467$913K0.01%+5413F-HRTimelineGroup
Indiana Trust & Investment Management Co6,449$910K0.27%013F-HRTimeline
Citizens National Bank Trust Department6,445$910K0.16%-19013F-HRTimeline
Moors & Cabot, Inc.6,440$909K0.04%+59413F-HRTimeline
Global Trust Asset Management, LLC6,431$908K0.36%-4,29313F-HRTimeline
TruWealth Advisors, LLC6,373$900K0.04%+1113F-HRTimeline
Wealth Dimensions Group, Ltd.6,332$894K0.18%-3113F-HRTimeline
Reality Financial Planning Services, LLC6,294$888K0.85%13F-HRTimeline
Dale Q Rice Investment Management Ltd6,284$887K0.64%-2313F-HRTimeline
ASPIRIANT, LLC6,251$882K0.03%013F-HRTimeline
Krilogy Financial LLC5,923$882K0.03%-1113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,231$879K0.2%013F-HRTimeline
Capital Advantage, Inc.6,227$879K0.12%+10913F-HRTimeline
W ADVISORS, LLC6,207$876K0.44%013F-HRTimeline
APPLETON PARTNERS INC/MA6,184$873K0.06%013F-HRTimeline
WARNER FINANCIAL, INC6,162$870K0.3%+1613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,164$870K0.01%+1213F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC6,129$865K0.04%+24513F-HRTimeline
High Falls Advisors, Inc6,128$865K0.18%-3,26813F-HRTimeline
Virtue Capital Management, LLC6,037$861K0.13%-5,26413F-HR/ATimeline
FAGAN ASSOCIATES, INC.6,097$861K0.11%+613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,067$856K0.09%+90813F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,054$854K0.02%-1513F-HRTimeline
Savvy Advisors, Inc.6,049$854K0.03%+69413F-HRTimeline
Caprock Group, LLC6,008$848K0.02%+2,76913F-HRTimeline
DT Investment Partners, LLC6,000$847K0.07%013F-HRTimeline
Prepared Retirement Institute LLC5,987$845K0.43%+3,36113F-HRTimeline