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Disclosery

DVY ISHARES TR

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COM (fund)

1,412 managers (1,427 13F filers) reported a position in DVY shares at 2026-03-31, 68,394,940 shares in all. 98 filers opened a position and 59 filers sold out during the quarter.

Managers
1,412
13F filers
1,427
New
98
Added
458
Reduced
438
Sold out
59
Shares held by filers
68,394,940

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Krilogy Financial LLC5,906$903K0.03%-1713F-HRTimeline
Avior Wealth Management, LLC5,908$895K0.03%+24613F-HRTimeline
First Citizens Financial Corp5,908$895K0.42%-613F-HRTimeline
Virtue Capital Management, LLC5,924$889K0.14%-11313F-HRTimeline
Trace Wealth Advisors, LLC5,804$879K0.66%013F-HRTimeline
TFC Financial Management, Inc.5,798$878K0.11%-13713F-HRTimeline
Texas Yale Capital Corp.5,795$877K0.02%013F-HRTimeline
M1 Capital Management LLC5,787$876K0.4%+3013F-HRTimeline
Cabana LLC5,772$874K6.86%-1,04213F-HRTimeline
Urban Wealth Management, LLC5,743$870K0.89%013F-HRTimeline
ASL Financial, LLC5,716$865K0.69%013F-HRTimeline
Modera Wealth Management, LLC5,686$861K0.01%013F-HRTimeline
Caprock Group, LLC5,679$860K0.02%-32913F-HRTimeline
Alley Investment Management Company, LLC5,679$860K0.1%+1113F-HRTimeline
Horizon Investments, LLC5,640$854K0.01%+2,81713F-HRTimeline
DIVERSIFIED TRUST CO5,638$854K0.02%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC5,600$848K0.17%013F-HRTimeline
Dupree Financial Group, LLC5,591$847K0.34%-16313F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC5,591$847K0.06%013F-HRTimeline
WELLINGTON-ALTUS USA INC.5,400$844K0.5%+1,60013F-HRTimeline
Montecito Bank & Trust5,572$844K0.14%-1013F-HRTimeline
Gerald Baker Financial Group LLC5,567$843K0.27%13F-HR/ATimeline
Choate Investment Advisors5,490$831K0.02%013F-HRTimeline
DEARBORN PARTNERS LLC5,472$829K0.04%+71113F-HRTimeline
Cassaday & Co Wealth Management LLC5,448$825K0.02%013F-HRTimeline
Quadcap Wealth Management, LLC5,420$821K0.09%+10213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,400$818K0.01%+1,79813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,339$808K0.02%+3313F-HRTimelineGroup
GREENLEAF TRUST5,274$799K0.01%+66513F-HRTimeline
Patriot Financial Group Insurance Agenc…5,274$798K0.05%+2,56013F-HRTimeline
Clear Harbor Asset Management, LLC5,270$798K0.06%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,253$795K0.06%013F-HRTimeline
B. Riley Wealth Advisors, Inc.5,284$793K0.05%-2,05813F-HRTimeline
Leo Wealth, LLC5,233$792K0.06%+2713F-HRTimeline
TCP Asset Management, LLC5,194$786K0.1%-6113F-HRTimeline
WJ Financial Advisors LLC5,188$786K0.63%013F-HRTimeline
FIRST MANHATTAN CO. LLC.5,180$784K<0.01%013F-HRTimeline
GoalVest Advisory LLC5,151$780K0.15%-6,36913F-HRTimeline
Flywheel Private Wealth LLC5,144$779K0.44%-15013F-HRTimeline
Jackson Hole Capital Partners, LLC5,128$776K0.13%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,115$774K0.47%-78513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,104$773K0.02%-1513F-HRTimeline
WealthPLAN Partners, LLC5,097$772K0.15%-3013F-HRTimeline
SageGuard Financial Group, LLC5,081$769K0.12%-39613F-HRTimeline
New England Private Wealth Advisors LLC5,077$769K0.09%+2513F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding5,066$767K+2,533Timeline
Aspen Grove Capital, LLC5,064$767K0.15%+3913F-HRTimeline
Fusion Family Wealth, LLC5,034$762K0.06%+213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,014$759K0.01%+14713F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,014$759K0.07%-2313F-HRTimeline
55 North Private Wealth, LLC5,000$757K0.19%013F-HRTimeline
Sculati Wealth Management, LLC4,999$757K0.28%013F-HRTimeline
Ignite Planners, LLC5,031$755K0.12%-1413F-HRTimeline
CoreCap Advisors, LLC4,981$754K0.03%-2,56113F-HRTimeline
Ausdal Financial Partners, Inc.4,974$753K0.03%-27113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,960$751K0.06%013F-HRTimelineGroup
ALERUS FINANCIAL NA4,948$749K0.04%013F-HRTimeline
North Forty Two & Co.4,902$742K0.69%013F-HRTimeline
CapWealth Advisors, LLC4,895$741K0.06%-19013F-HRTimeline
Ellsworth Advisors, LLC4,889$740K0.14%+13913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,874$738K0.56%+2213F-HRTimeline
Bedel Financial Consulting, Inc.4,851$735K0.08%013F-HRTimeline
Waldron Private Wealth LLC4,845$734K0.03%013F-HRTimeline
Greenfield Savings Bank4,840$733K0.31%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…4,827$731K0.01%-89013F-HRTimelineGroup
INVESTED ADVISORS4,814$729K0.74%-1113F-HRTimeline
MAYPORT, LLC4,771$722K0.13%+313F-HRTimeline
Warwick Investment Management, Inc.4,712$713K0.1%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,630$711K0.01%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,695$711K0.06%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,692$710K0.24%-14113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,673$708K0.08%013F-HRTimeline
Welch Group, LLC4,667$707K0.03%-9,29113F-HRTimeline
Jaffetilchin Investment Partners, LLC4,630$701K0.04%+1413F-HRTimeline
SIGNATUREFD, LLC4,618$699K0.01%+76713F-HRTimeline
Portland Global Advisors LLC4,600$696K0.07%-15013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,560$690K0.02%-613F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …4,545$688K1.05%013F-HRTimeline
Powers Advisory Group, LLC4,544$688K0.24%+1,64313F-HRTimeline
Mascoma Wealth Management LLC4,528$686K0.14%+613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,526$685K0.03%+25013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC4,518$684K0.25%-10013F-HRTimeline
Kingsview Wealth Management, LLC4,481$679K0.01%+1813F-HRTimeline
STAR Financial Bank4,457$675K0.32%+1,61713F-HRTimeline
Compass Ion Advisors, LLC4,456$675K0.06%013F-HRTimeline
Keystone Wealth Services, LLC4,420$669K0.14%-14813F-HRTimeline
Summit Financial Strategies, Inc.4,392$665K0.05%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,389$665K0.08%013F-HRTimeline
Heartwood Wealth Advisors LLC4,377$663K0.06%-2613F-HRTimeline
GW&K Investment Management, LLC4,374$662K0.01%-17,37813F-HRTimeline
Selective Wealth Management, Inc.4,323$661K0.2%-15013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,366$661K0.03%013F-HRTimelineGroup
Fonville Wealth Management LLC4,362$660K0.13%-12013F-HRTimeline
Venturi Wealth Management, LLC4,343$658K0.03%-1,23713F-HRTimeline
CENTAURUS FINANCIAL, INC.4,340$657K0.03%+2713F-HRTimeline
SkyOak Wealth, LLC4,334$656K0.12%013F-HRTimeline
Nilsine Partners, LLC4,289$654K0.05%013F-HRTimeline
Procyon Advisors, LLC4,317$654K0.03%+13813F-HRTimeline
Quest 10 Wealth Builders, Inc.4,313$653K0.57%013F-HRTimeline
United Community Bankin group United Community Bank4,310$653K0.22%-1,41013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC4,309$652K0.02%-20113F-HRTimelineGroup
Realta Investment Advisors4,308$652K0.23%+9013F-HRTimeline
Investors Research Corp4,296$650K0.12%-3813F-HRTimeline
SeaCrest Wealth Management, LLC4,277$648K0.07%+45313F-HRTimeline
Ledyard National Bank4,260$645K0.06%-5013F-HRTimeline
BIP Wealth, LLC4,247$643K0.03%+10013F-HRTimeline
Fiduciary Group, LLC4,199$636K0.05%-6513F-HRTimeline
Lakeridge Wealth Management LLC4,196$635K0.27%-49313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,192$635K0.32%-5913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,184$634K0.08%+613F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,176$632K0.1%+5313F-HRTimeline
Ocean Park Asset Management, LLC4,158$630K0.04%-58213F-HR/ATimeline
Navigation Group, LLC4,117$623K0.15%13F-HRTimeline
BARRETT & COMPANY, INC.4,098$621K0.21%+2113F-HRTimeline
Triangle Securities Wealth Management4,080$618K0.14%+25513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hyposwiss Advisors SA4,075$617K0.61%-60013F-HRTimeline
Xcelsior Advisor Partners LLC4,016$608K0.23%+93213F-HRTimeline
READYSTATE ASSET MANAGEMENT LP4,015$608K0.04%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,024$608K0.11%+2013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,007$607K0.04%+2013F-HRTimeline
Foundations Investment Advisors, LLC4,006$607K0.01%-16913F-HRTimeline
Costello Asset Management, INC3,998$605K0.21%+25813F-HRTimeline
Integris Wealth Management, LLC3,997$605K0.14%-3913F-HRTimeline
Rockwood Wealth Management, LLC3,994$605K0.04%013F-HRTimeline
IRON Financial LLC3,964$600K0.26%+2413F-HRTimeline
NVWM, LLC3,836$581K0.13%-13413F-HRTimeline
Neumann Capital Management, LLC3,819$578K0.17%013F-HRTimeline
Samalin Investment Counsel, LLC3,816$578K0.2%+2013F-HRTimeline
Navis Wealth Advisors, LLC3,807$576K0.29%+23013F-HRTimeline
Breakwater Capital Group3,780$572K0.08%+4213F-HRTimeline
LexAurum Advisors, LLC3,777$572K0.07%13F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.3,774$571K0.35%-19813F-HRTimeline
WEST PACES ADVISORS INC.3,714$562K0.11%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,702$560K+101Timeline
RFG Advisory, LLC3,701$560K0.01%+1,14613F-HRTimeline
Cambridge Financial Group, LLC3,700$560K0.19%013F-HRTimeline
Hoese & Co LLP3,695$559K0.42%013F-HRTimeline
Trilogy Capital Inc.3,691$559K0.02%013F-HRTimeline
BBR PARTNERS, LLC3,689$559K0.03%-23713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,644$558K0.01%new13F-HRTimelineGroup
2UniFi Bank3,675$556K0.27%-60013F-HRTimeline
Red Tortoise LLC3,650$553K0.23%+413F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT3,643$552K0.26%-34513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management3,641$551K0.08%+89113F-HRTimelineGroup
Bull Street Advisors, LLC3,625$549K0.27%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,624$549K0.03%013F-HRTimelineGroup
Fisher Asset Management, LLC3,607$546K<0.01%new13F-HRTimeline
Clark Capital Management Group, Inc.3,606$546K<0.01%+113F-HRTimeline
ROGCO, LP3,590$544K0.18%013F-HRTimeline
Pines Wealth Management, LLC3,572$541K0.18%013F-HRTimeline
Mezzasalma Advisors, LLC3,557$539K0.14%+2013F-HRTimeline
Bouvel Investment Partners, LLC3,556$538K0.16%+1,01713F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,551$538K0.09%-15013F-HRTimeline
Purkiss Capital Advisors LLC3,547$537K0.24%-32413F-HRTimeline
Trivium Point Advisory, LLC3,545$537K0.1%-1,04713F-HRTimeline
Cambridge Advisors Inc.3,525$534K0.1%+7513F-HRTimeline
Hexagon Capital Partners LLC3,504$531K0.08%new13F-HRTimeline
Bank of New Hampshire3,500$530K0.12%013F-HRTimeline
Spartan Wealth Advisory Services LLC3,485$528K0.05%13F-HRTimeline
INVESTMENT PARTNERS, LTD.3,480$527K0.19%+213F-HRTimeline
truNorth Financial Services, Inc.3,470$525K0.54%013F-HRTimeline
Carl P. Sherr & Co., LLC3,432$520K0.24%013F-HRTimeline
Strategic Wealth Partners, Ltd.3,426$519K0.04%-14813F-HRTimeline
Charter Capital Management, LLC\DE3,408$516K0.26%-46513F-HRTimeline
HUB Investment Partners, LLC3,395$514K0.01%+15013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,390$513K0.03%013F-HRTimeline
CFM WEALTH PARTNERS LLC3,382$512K0.08%+68913F-HRTimeline
Allie Family Office LLC3,370$510K0.22%013F-HR/ATimeline
Total Clarity Wealth Management, Inc.3,367$510K0.12%013F-HRTimeline
PMG Wealth Management, Inc.3,360$509K0.37%+45213F-HRTimeline
Bangor Savings Bank3,359$509K0.04%-2913F-HRTimeline
Sage Capital Management, LLC3,354$508K0.24%-4913F-HRTimeline
Kelsey Financial, LLC3,354$508K0.44%013F-HRTimeline
Weaver Consulting Group3,347$507K0.12%013F-HRTimeline
MATHER GROUP, LLC.3,343$506K0.01%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,341$506K0.02%+16013F-HRTimeline
Peak Planning Group, LLC3,336$505K0.14%+2313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC3,335$505K0.03%-5013F-HRTimeline
DAVIS R M INC3,318$502K0.01%+31013F-HRTimeline
ANB BANK3,300$500K0.2%-18913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,294$499K0.01%013F-HRTimelineGroup
Smith Thornton Advisors LLC3,275$496K0.25%013F-HRTimeline
Dynamic Advisor Solutions LLC3,273$496K0.02%+1,40413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,270$495K0.08%013F-HRTimeline
180 WEALTH ADVISORS, LLC3,265$494K0.06%+113F-HRTimeline
Baring Financial LLC3,249$492K0.3%-14213F-HRTimeline
Rossby Financial, LCC3,255$492K0.1%+2,78313F-HRTimeline
Secure Asset Management, LLC3,245$491K0.08%-13413F-HRTimeline
CBIZ Investment Advisory Services, LLC3,238$490K0.02%-3,44413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,237$490K<0.01%+1,57013F-HRTimelineGroup
M. Kulyk & Associates, LLC3,228$489K0.09%-13013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC3,194$484K0.11%-2713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,190$483K0.01%-4113F-HRTimelineGroup
Aspire Capital Advisors LLC3,180$481K0.11%013F-HRTimeline
Obermeyer Wealth Partners3,177$481K0.02%013F-HRTimeline
Vision Capital Management, Inc.3,175$481K0.06%+7613F-HRTimeline
Thrive Capital Management, LLC3,163$479K0.1%-8313F-HRTimeline
Insight Wealth Strategies, LLC3,154$478K0.05%+2113F-HRTimeline
Interchange Capital Partners, LLC3,548$476K0.15%-10113F-HRTimeline
LEE DANNER & BASS INC3,120$472K0.03%013F-HRTimeline