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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
Gerald Baker Financial Group LLC5,847$914K0.26%+28013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,837$912K0.01%+82313F-HRTimelineGroup
TFC Financial Management, Inc.5,824$910K0.1%+2613F-HRTimeline
Journey Advisory Group, LLC5,823$910K0.07%-62013F-HRTimeline
M1 Capital Management LLC5,818$909K0.34%+3113F-HRTimeline
Trace Wealth Advisors, LLC5,804$907K0.59%013F-HRTimeline
Texas Yale Capital Corp.5,795$906K0.02%013F-HRTimeline
Retirement Planning Group, LLC5,793$905K0.02%-36013F-HRTimeline
Park Place Capital Corp5,787$905K0.14%-63513F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding5,698$891K+632Timeline
Modera Wealth Management, LLC5,686$889K0.01%013F-HRTimeline
ASL Financial, LLC5,676$887K0.62%-4013F-HRTimeline
Urban Wealth Management, LLC5,673$887K0.77%-7013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC5,600$875K0.15%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC5,591$874K0.06%013F-HRTimeline
Alley Investment Management Company, LLC5,579$872K0.1%-10013F-HRTimeline
FAGAN ASSOCIATES, INC.5,579$872K0.11%-52313F-HRTimeline
Dupree Financial Group, LLC5,573$871K0.33%-1813F-HRTimeline
Powers Advisory Group, LLC5,548$867K0.27%+1,00413F-HRTimeline
Quadcap Wealth Management, LLC5,537$865K0.08%+11713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,535$865K0.05%+28213F-HRTimeline
B. Riley Wealth Advisors, Inc.5,459$862K0.05%+17513F-HRTimeline
Choate Investment Advisors5,490$858K0.02%013F-HRTimeline
KDK Private Wealth Management, LLC5,454$852K0.71%+3,05413F-HRTimeline
Cassaday & Co Wealth Management LLC5,448$852K0.02%013F-HRTimeline
Cabana LLC5,443$851K6.41%-32913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,400$844K0.01%-10,90813F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.5,396$843K0.01%-413F-HR/ATimeline
Welch Group, LLC5,332$833K0.03%+66513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,331$833K0.01%-813F-HRTimelineGroup
New England Private Wealth Advisors LLC5,102$832K0.08%+2513F-HRTimeline
Realta Investment Advisors5,297$828K0.26%+98913F-HRTimeline
Clear Harbor Asset Management, LLC5,270$824K0.05%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.5,243$819K0.6%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.5,400$818K0.58%013F-HRTimeline
DEARBORN PARTNERS LLC5,211$814K0.05%-26113F-HR/ATimeline
TCP Asset Management, LLC5,199$813K0.09%+513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,972$812K+1,328Timeline
WJ Financial Advisors LLC5,188$811K0.6%013F-HRTimeline
FIRST MANHATTAN CO. LLC.5,180$810K<0.01%013F-HRTimeline
Sculati Wealth Management, LLC4,999$809K0.27%013F-HRTimeline
CoreCap Advisors, LLC5,146$804K0.02%+16513F-HRTimeline
Flywheel Private Wealth LLC5,144$804K0.4%013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,135$803K0.03%+79513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,115$799K0.41%013F-HRTimeline
Aspen Grove Capital, LLC5,105$798K0.11%+4113F-HRTimeline
WealthPLAN Partners, LLC5,098$797K0.15%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,083$794K<0.01%-1,99013F-HRTimeline
Montecito Bank & Trust5,052$790K0.12%-52013F-HRTimeline
Fusion Family Wealth, LLC5,037$787K0.05%+313F-HRTimeline
North Forty Two & Co.5,002$782K0.66%+10013F-HRTimeline
Kingsview Wealth Management, LLC5,002$782K0.01%+52113F-HRTimeline
55 North Private Wealth, LLC5,000$782K0.15%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,997$781K0.02%-10713F-HRTimeline
Ausdal Financial Partners, Inc.4,982$779K0.03%+813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,965$776K0.07%-4913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,955$774K0.05%-513F-HRTimelineGroup
Ignite Planners, LLC4,924$770K0.11%-10713F-HRTimeline
DIVERSIFIED TRUST CO4,906$767K0.01%-73213F-HRTimeline
Vise Technologies, Inc.4,903$766K0.01%new13F-HRTimeline
CapWealth Advisors, LLC4,894$765K0.05%-113F-HRTimeline
Ellsworth Advisors, LLC4,781$763K0.13%-10813F-HRTimeline
Bedel Financial Consulting, Inc.4,851$758K0.07%013F-HRTimeline
Waldron Private Wealth LLC4,845$757K0.03%013F-HRTimeline
INVESTED ADVISORS4,838$756K0.67%+2413F-HRTimeline
MAYPORT, LLC4,774$746K0.12%+313F-HRTimeline
Greenfield Savings Bank4,745$742K0.28%-9513F-HRTimeline
Maridea Wealth Management LLC4,728$739K0.08%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…4,701$735K0.01%-12613F-HRTimelineGroup
Edge Wealth Management LLC4,701$735K0.12%-4,01113F-HRTimeline
Global Trust Asset Management, LLC4,700$735K0.23%-1,60413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,695$734K0.05%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,695$734K0.49%-17913F-HRTimeline
Carl P. Sherr & Co., LLC4,691$733K0.31%+1,25913F-HRTimeline
SeaCrest Wealth Management, LLC4,651$727K0.08%+37413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,630$724K0.01%013F-HRTimeline
Venturi Wealth Management, LLC4,621$722K0.03%+27813F-HRTimeline
Portland Global Advisors LLC4,600$719K0.07%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …4,545$710K0.97%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,526$707K0.03%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,493$702K0.07%-18013F-HRTimeline
STAR Financial Bank4,457$697K0.28%013F-HRTimeline
Compass Ion Advisors, LLC4,456$696K0.06%013F-HRTimeline
Fonville Wealth Management LLC4,436$693K0.11%+7413F-HRTimeline
Summit Financial Strategies, Inc.4,430$692K0.05%+3813F-HRTimeline
SIGNATUREFD, LLC4,423$691K0.01%-19513F-HRTimeline
Keystone Wealth Services, LLC4,421$691K0.13%+113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,389$686K0.07%013F-HRTimeline
Heartwood Wealth Advisors LLC4,377$684K0.05%013F-HRTimeline
SageGuard Financial Group, LLC4,362$682K0.1%-71913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,349$680K0.04%+34213F-HRTimeline
Sterling Wealth Management, Inc.4,344$679K0.17%+2,38313F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC4,323$676K0.23%-19513F-HRTimeline
Dynamic Advisor Solutions LLC4,306$673K0.02%+1,03313F-HRTimeline
Ocean Park Asset Management, LLC4,243$663K0.03%+8513F-HRTimeline
SkyOak Wealth, LLC4,234$662K0.11%-10013F-HRTimeline
Quest 10 Wealth Builders, Inc.4,231$661K0.51%-8213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,209$658K0.3%+1713F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,198$656K0.09%+2213F-HRTimeline
Fiduciary Group, LLC4,189$655K0.05%-1013F-HRTimeline
Mascoma Wealth Management LLC4,184$654K0.12%-34413F-HRTimeline
BARRETT & COMPANY, INC.4,181$653K0.18%+8313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,081$638K0.17%-61113F-HRTimeline
Triangle Securities Wealth Management4,080$638K0.13%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hyposwiss Advisors SA4,075$637K0.6%013F-HRTimeline
United Community Bankin group United Community Bank4,060$635K0.2%-25013F-HRTimelineGroup
Lakeridge Wealth Management LLC4,058$634K0.23%-13813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,053$633K<0.01%-2,49513F-HRTimelineGroup
ARTHUR M. COHEN & ASSOCIATES, LLC4,045$632K0.1%+2113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,039$631K0.02%-52113F-HRTimelineGroup
Nilsine Partners, LLC4,039$631K0.04%-25013F-HRTimeline
Advisors Capital Management, LLC4,037$631K0.01%+2,13713F-HRTimeline
Ledyard National Bank4,009$627K0.05%-25113F-HRTimeline
Procyon Advisors, LLC4,006$626K0.03%-31113F-HRTimeline
Xcelsior Advisor Partners LLC3,993$624K0.08%-2313F-HRTimeline
Integris Wealth Management, LLC3,987$623K0.13%-1013F-HRTimeline
Costello Asset Management, INC3,984$623K0.19%-1413F-HRTimeline
Atlanta Consulting Group Advisors, LLC3,979$622K0.1%new13F-HRTimeline
Bouvel Investment Partners, LLC3,966$620K0.14%+41013F-HRTimeline
Navigation Group, LLC3,965$620K0.12%-15213F-HRTimeline
ALERUS FINANCIAL NA3,962$619K0.03%-98613F-HRTimeline
LexAurum Advisors, LLC3,962$619K0.07%+18513F-HRTimeline
Strategic Blueprint, LLC3,952$618K0.03%+2,25713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,946$617K0.02%-36313F-HRTimelineGroup
Selective Wealth Management, Inc.3,803$615K0.16%-52013F-HRTimeline
FIDUCIENT ADVISORS LLC3,896$609K0.09%-4,63113F-HRTimeline
Samalin Investment Counsel, LLC3,840$600K0.19%+2413F-HRTimeline
Neumann Capital Management, LLC3,819$597K0.39%013F-HRTimeline
Trilogy Capital Inc.3,782$591K0.02%+9113F-HRTimeline
Breakwater Capital Group3,777$590K0.07%-313F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.3,774$590K0.32%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,771$589K+69Timeline
Foundations Investment Advisors, LLC3,765$589K0.01%-24113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,723$582K0.03%+1,78513F-HRTimelineGroup
WEST PACES ADVISORS INC.3,714$580K0.1%013F-HRTimeline
Hoese & Co LLP3,695$578K0.38%013F-HRTimeline
Purkiss Capital Advisors LLC3,683$576K0.22%+13613F-HRTimeline
NBH Bank3,675$574K0.24%13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management3,641$569K0.07%013F-HRTimelineGroup
Bull Street Advisors, LLC3,625$567K0.26%013F-HRTimeline
Logan Stone Capital, LLC3,626$567K0.12%new13F-HRTimeline
NVWM, LLC3,613$565K0.11%-22313F-HRTimeline
Clark Capital Management Group, Inc.3,605$563K<0.01%-113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT3,604$563K0.23%-3913F-HRTimeline
ROGCO, LP3,590$561K0.17%013F-HRTimeline
IRON Financial LLC3,564$557K0.23%-40013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,551$555K0.07%013F-HRTimeline
Worth Financial Advisory Group, LLC3,550$555K0.23%new13F-HRTimeline
Cambridge Advisors Inc.3,538$553K0.1%+1313F-HRTimeline
COFG Advisors, LLC3,536$553K0.1%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,534$552K0.03%-9013F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.3,510$549K0.17%+3013F-HRTimeline
Hexagon Capital Partners LLC3,504$548K0.08%013F-HRTimeline
Bank of New Hampshire3,500$547K0.11%013F-HRTimeline
truNorth Financial Services, Inc.3,470$542K0.49%013F-HRTimeline
Strategic Wealth Partners, Ltd.3,426$535K0.03%013F-HRTimeline
Interchange Capital Partners, LLC3,416$534K0.1%-13213F-HRTimeline
SHP Wealth Management3,412$533K0.04%+1,02313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,390$530K0.03%013F-HRTimeline
Sage Capital Management, LLC3,372$528K0.21%+1813F-HRTimeline
Allie Family Office LLC3,370$527K0.19%013F-HR/ATimeline
PMG Wealth Management, Inc.3,360$525K0.32%013F-HRTimeline
Peak Planning Group, LLC3,356$525K0.12%+2013F-HRTimeline
Bangor Savings Bank3,356$525K0.04%-313F-HRTimeline
Kelsey Financial, LLC3,354$524K0.4%013F-HRTimeline
Weaver Consulting Group3,342$522K0.11%-513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC3,335$521K0.03%013F-HRTimeline
CFM WEALTH PARTNERS LLC3,317$518K0.07%-6513F-HRTimeline
ANB BANK3,300$516K0.19%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co3,160$515K0.1%+20013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,294$515K0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.3,277$512K<0.01%-6613F-HRTimeline
Pines Wealth Management, LLC3,273$512K0.15%-29913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,271$511K0.08%+113F-HRTimeline
DAVIS R M INC3,270$511K0.01%-4813F-HRTimeline
Spartan Wealth Advisory Services LLC3,270$511K0.04%-21513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,263$510K0.02%+70213F-HRTimeline
Warwick Investment Management, Inc.3,258$509K0.06%-1,45413F-HRTimeline
Secure Asset Management, LLC3,254$509K0.07%+913F-HRTimeline
Baring Financial LLC3,252$508K0.28%+313F-HRTimeline
180 WEALTH ADVISORS, LLC3,252$508K0.05%-1313F-HRTimeline
Smith Thornton Advisors LLC3,159$507K0.22%-11613F-HRTimeline
Charis Legacy Partners, LLC3,216$503K0.62%+86513F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,200$500K0.51%13F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC3,196$499K0.1%+213F-HRTimeline
Total Clarity Wealth Management, Inc.3,195$499K0.1%-17213F-HRTimeline
Insight Wealth Strategies, LLC3,176$499K0.05%+2213F-HRTimeline
Aspire Capital Advisors LLC3,180$497K0.1%013F-HRTimeline
Obermeyer Wealth Partners3,177$497K0.02%013F-HRTimeline
Vision Capital Management, Inc.3,175$496K0.06%013F-HRTimeline
Arrowroot Family Office, LLC3,157$493K0.14%+7813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,150$492K0.01%-4013F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC3,238$490K0.02%013F-HRTimeline
Thrive Capital Management, LLC3,123$488K0.09%-4013F-HRTimeline
M. Kulyk & Associates, LLC3,114$487K0.08%-11413F-HRTimeline
OAKWORTH CAPITAL, INC.3,113$487K0.02%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,104$485K0.05%+413F-HRTimeline
Regent Peak Wealth Advisors LLC3,073$480K0.09%013F-HRTimeline
Thrive Wealth Management, LLC3,065$479K0.06%+413F-HRTimeline
Capital Investment Counsel, LLC3,057$478K0.06%013F-HRTimeline