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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
PARSONS CAPITAL MANAGEMENT INC/RI3,057$478K0.02%+9013F-HRTimeline
RiverFront Investment Group, LLC3,050$477K0.01%+80913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC3,039$475K0.01%-3,12513F-HRTimelineGroup
WATERS PARKERSON & CO., LLC3,035$474K0.02%+2013F-HRTimeline
Larson Financial Group LLC3,034$474K0.01%-3013F-HRTimeline
Capstone Wealth Management, Inc.3,010$474K0.36%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC3,026$473K0.22%013F-HRTimeline
Moss Adams Wealth Advisors LLC3,013$471K0.03%013F-HRTimeline
LEE DANNER & BASS INC3,005$470K0.03%-11513F-HRTimeline
TrueWealth Advisors, LLC3,000$469K0.11%013F-HRTimeline
BALANCED WEALTH GROUP LLC2,996$468K0.15%+2413F-HRTimeline
Sage Capital Advisors,llc2,993$468K0.1%+6413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,990$467K0.01%-1713F-HR/ATimeline
RFG Advisory, LLC2,989$467K0.01%-71213F-HRTimeline
Diversified Portfolios, Inc.2,977$465K0.03%+97113F-HRTimeline
Northstar Group, Inc.2,975$465K0.06%013F-HRTimeline
GC Wealth Management RIA, LLC2,970$464K0.03%013F-HRTimeline
Annex Advisory Services, LLC2,965$463K0.01%+9813F-HRTimeline
FC Advisory LLC2,951$461K0.12%+1513F-HRTimeline
GW&K Investment Management, LLC2,951$461K<0.01%-1,42313F-HRTimeline
CULBERTSON A N & CO INC2,936$459K0.05%new13F-HRTimeline
Soltis Investment Advisors LLC2,933$458K0.03%+33513F-HRTimeline
ProVise Management Group, LLC2,912$455K0.03%-1613F-HRTimeline
Navis Wealth Advisors, LLC2,903$454K0.17%-90413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.2,895$453K0.15%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,890$452K<0.01%+1,11513F-HRTimeline
Mezzasalma Advisors, LLC2,882$451K0.09%-67513F-HRTimeline
ROCKLAND TRUST CO2,881$450K0.02%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,875$449K0.02%013F-HRTimeline
Cambridge Financial Group, LLC2,874$449K0.14%-82613F-HRTimeline
First Fiduciary Investment Counsel, Inc.2,872$449K0.08%013F-HRTimeline
BLB&B Advisors, LLC2,851$446K0.02%-1713F-HRTimeline
HUB Investment Partners, LLC2,839$444K0.01%-55613F-HRTimeline
Horizon Investments, LLC2,820$441K<0.01%-2,82013F-HRTimeline
Nikulski Financial, Inc.2,816$440K0.09%013F-HRTimeline
Courage Miller Partners, LLC2,796$437K0.12%-113F-HRTimeline
John Boyer, Inc.2,779$434K0.38%+2413F-HRTimeline
SENTINEL TRUST CO LBA2,755$431K0.04%013F-HRTimeline
Future Financial Wealth Managment LLC2,672$430K0.27%-3813F-HRTimeline
Charter Capital Management, LLC\DE2,749$430K0.19%-65913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,742$429K0.07%-14213F-HRTimeline
Fairvoy Private Wealth, LLC2,734$427K0.09%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC2,731$427K0.14%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,713$424K0.1%013F-HRTimeline
Stiles Financial Services Inc2,697$422K0.11%-8713F-HRTimeline
Keating Financial Advisory Services, In…2,696$421K0.06%013F-HRTimeline
Latitude Advisors, LLC2,695$421K0.17%+19413F-HRTimeline
Vestmark Advisory Solutions, Inc.2,693$421K<0.01%-1013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,693$421K0.01%+59013F-HRTimeline
Busey Bank2,692$421K0.01%013F-HRTimeline
CAPE ANN SAVINGS BANK2,690$420K0.2%+82513F-HRTimeline
Pflug Koory, LLC2,681$419K0.17%+6813F-HRTimeline
CERTUITY, LLC2,679$419K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,671$417K0.03%013F-HRTimeline
Sandro Wealth Management LLC2,666$417K0.3%+33213F-HRTimeline
Steelhead Wealth Management LLC2,667$416K0.17%013F-HRTimeline
Wedmont Private Capital2,606$416K0.01%013F-HRTimeline
BEARING POINT CAPITAL, LLC2,655$415K0.06%-18013F-HRTimeline
CAPITAL ADVISORS INC/OK2,627$411K0.01%-19613F-HRTimeline
Glassman Wealth Services2,619$409K0.05%+5013F-HRTimeline
Patriot Financial Group Insurance Agenc…2,609$408K0.04%-2,66513F-HRTimeline
Sterling Financial Planning, Inc.2,602$407K0.11%+68013F-HRTimeline
Artesa Financial Group, LLC2,600$406K0.35%013F-HRTimeline
Palisade Asset Management, LLC2,590$405K0.04%013F-HRTimeline
Carolina Wealth Management Inc2,582$404K0.19%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,572$402K0.09%013F-HRTimeline
Biltmore Family Office, LLC2,567$401K0.05%013F-HRTimeline
SlateStone Wealth, LLC2,568$401K0.03%-4913F-HRTimeline
AF Advisors, Inc.2,561$400K0.2%-24713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,561$400K0.05%-1,62313F-HRTimeline
Gainplan LLC2,560$400K0.16%+21913F-HRTimeline
Tortuga Wealth Management, Inc2,553$399K0.3%-15713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC2,553$399K0.18%013F-HRTimeline
YANKCOM Partnership2,550$399K0.14%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.2,548$398K0.03%013F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,558$398K0.05%-2013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,546$398K<0.01%+5113F-HRTimelineGroup
CAMDEN NATIONAL BANK2,537$397K0.05%-6813F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,512$393K0.05%013F-HRTimelineGroup
Tudor Financial Inc.2,512$393K0.18%-1913F-HR/ATimeline
Commonwealth Financial Services, LLC2,508$392K0.05%-713F-HRTimeline
Coastal Bridge Advisors, LLC2,503$391K0.02%+10013F-HRTimeline
Mengis Capital Management, Inc.2,500$391K0.06%013F-HRTimeline
Trivium Point Advisory, LLC2,483$388K0.04%-1,06213F-HRTimeline
Pacific Sun Financial Corp2,477$387K0.16%-1513F-HRTimeline
Elk River Wealth Management LLC2,471$386K0.06%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…2,455$384K0.16%+55013F-HRTimeline
Arbor Investment Advisors, LLC2,452$383K0.04%+24213F-HRTimeline
JB Capital LLC2,430$380K0.01%+713F-HRTimeline
Rodgers Brothers Inc.2,422$379K0.04%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,418$378K0.07%+3013F-HRTimeline
LCNB CORP2,407$376K0.12%-20013F-HRTimeline
UNITED BANK2,399$375K0.04%013F-HRTimeline
GRANDFIELD & DODD, LLC2,399$375K0.02%+1,00013F-HRTimeline
LongView Wealth Management2,397$375K0.1%+213F-HRTimeline
Simplicity Wealth,LLC2,388$373K0.01%new13F-HRTimeline
First Western Trust Bank2,386$373K0.02%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,385$373K0.01%-32513F-HRTimeline
KPP Advisory Services LLC2,383$372K0.05%-15013F-HRTimeline
CIBC Asset Management Inc2,380$372K<0.01%013F-HRTimeline
First Heartland Consultants, Inc.2,374$371K0.02%+10313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,368$370K<0.01%+1,20013F-HRTimelineGroup
Pure Financial Advisors, LLC2,351$367K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,350$367K0.04%+36913F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.2,345$367K0.15%013F-HRTimeline
Connecticut Wealth Management, LLC2,340$366K0.01%013F-HRTimeline
MCF Advisors LLC2,336$365K0.01%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,333$365K0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,327$364K0.02%+19913F-HRTimeline
Parkside Financial Bank & Trust2,321$363K0.02%+21113F-HRTimeline
Good Harbor Advisors, Inc.2,319$362K0.35%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,315$362K0.01%-16013F-HRTimelineGroup
Rockwood Wealth Management, LLC2,307$361K0.02%-1,68713F-HRTimeline
Capital Investment Advisory Services, L…2,302$360K0.02%+2713F-HRTimeline
GAMMA Investing LLC2,299$359K0.01%+27513F-HRTimeline
Madison Wealth Partners, Inc2,295$359K0.05%+69513F-HRTimeline
Marquette Asset Management, LLC2,289$358K0.05%-913F-HRTimeline
Clientfirst Wealth Management, LLC2,285$357K0.29%013F-HRTimeline
Plante Moran Financial Advisors, LLC2,283$357K0.02%013F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC2,283$357K0.2%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,280$356K<0.01%new13F-HRTimelineGroup
Affiance Financial, LLC2,275$356K0.05%013F-HRTimeline
Heritage Wealth Advisors2,260$353K0.01%013F-HRTimeline
Passive Capital Management, LLC.2,500$353K0.11%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,250$352K0.18%013F-HRTimeline
Twele Capital Management, Inc.2,244$351K0.06%-13913F-HRTimeline
Certified Advisory Corp2,240$350K0.03%-3813F-HRTimeline
HCR Wealth Advisors2,236$349K0.03%013F-HRTimeline
Northwest Bancshares, Inc.2,235$349K0.06%-12513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,233$349K0.1%013F-HRTimeline
Grove Bank & Trust2,226$348K0.03%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,221$347K0.04%+50013F-HRTimeline
Harbor Asset Planning, Inc.2,218$347K0.26%+1613F-HRTimeline
Cornerstone Advisory, LLC2,209$345K0.03%+1213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,209$345K0.05%013F-HRTimeline
Mystic Asset Management, Inc.2,209$345K0.07%-16513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,207$345K0.01%-13413F-HRTimeline
Pacific Center for Financial Services2,182$341K0.08%+1313F-HRTimeline
Karnit Road Accident Victims Compensati…2,170$339K0.19%013F-HRTimeline
JMN Financial LLC2,157$337K0.26%-1213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC2,139$334K0.07%013F-HRTimeline
Hoffman, Alan N Investment Management2,134$334K0.2%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,131$333K<0.01%-30713F-HRTimeline
Orion Capital Management LLC2,130$333K0.1%013F-HRTimeline
One Capital Management, LLC2,187$331K0.01%013F-HRTimeline
Resurgent Financial Advisors LLC2,110$330K0.09%new13F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,110$330K0.11%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,106$329K0.01%-35613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,104$329K0.06%-4613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,102$329K0.09%-53513F-HRTimeline
BlueChip Wealth Advisors LLC2,092$327K0.12%013F-HRTimeline
Avantax Planning Partners, Inc.2,082$325K0.01%013F-HRTimeline
STALEY CAPITAL ADVISERS INC2,076$324K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,075$324K0.01%+29013F-HRTimelineGroup
Private Wealth Asset Management, LLC2,075$324K0.03%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,072$324K0.02%+413F-HRTimeline
Founders Financial Alliance, LLC2,062$322K0.04%-10013F-HRTimeline
Fairfield Financial Advisors, LTD2,060$322K0.13%-8213F-HRTimeline
Provenance Wealth Advisors, LLC2,051$321K0.03%013F-HRTimeline
FIRST AMERICAN BANK2,050$320K0.02%013F-HRTimeline
Fourth Dimension Wealth, LLC2,050$320K0.1%-10013F-HRTimeline
ABLE Financial Group, LLC2,041$319K0.05%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,039$319K<0.01%+9013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,033$318K<0.01%-13313F-HR/ATimelineGroup
Chatterton & Associates Inc.1,988$314K0.18%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,011$314K0.03%013F-HRTimeline
McAdam, LLC2,007$314K0.01%new13F-HRTimeline
Clear Trail Advisors, LLC2,000$313K0.05%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC2,000$313K0.06%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,991$311K0.03%-1,03713F-HRTimeline
Align Financial, LLC1,990$311K0.15%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,987$311K0.01%+813F-HRTimeline
OakTrust Wealth Advisors, LLC1,984$310K0.27%-6313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,979$309K0.02%013F-HRTimelineGroup
Avion Wealth1,978$309K0.06%013F-HRTimeline
Pine Valley Investments Ltd Liability Co1,976$309K0.01%+1513F-HRTimeline
Sepio Capital, LP1,975$309K0.02%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,975$309K0.17%013F-HRTimeline
PHILADELPHIA TRUST CO1,968$308K0.02%-6513F-HRTimeline
Stillwater Capital Advisors, LLC1,964$307K0.03%-5713F-HRTimeline
Trek Financial, LLC1,958$306K0.02%-7813F-HRTimeline
Garden State Investment Advisory Servic…1,956$306K0.06%+1713F-HRTimeline
Chesley Taft & Associates LLC1,953$305K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,950$305K0.03%-9513F-HRTimeline
Birchwood Financial Partners, Inc.1,938$303K0.25%+1613F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,932$302K0.13%-1213F-HRTimeline
Highview Capital Management LLC/DE/1,925$301K0.09%013F-HRTimeline
Insight Advisors, LLC/ PA1,917$300K0.05%-21813F-HRTimeline
Jacobi Capital Management LLC1,917$300K0.01%+55313F-HRTimeline
ARS Wealth Advisors Group, LLC1,909$298K0.02%-7013F-HRTimeline
American Institute for Advanced Investm…1,906$298K0.17%013F-HRTimeline
Wealth Advisory Solutions, LLC1,903$297K0.06%+11013F-HRTimeline
Belvedere Trading LLC1,900$297K0.02%new13F-HRTimeline
BANTAMAC CAPITAL, LLC1,900$297K0.21%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC1,900$297K0.12%013F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.1,808$295K0.19%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,885$295K0.04%+413F-HRTimeline
GWN SECURITIES INC.1,882$294K0.05%-3613F-HRTimeline
Providence Capital Advisors, LLC1,867$292K0.04%+7413F-HRTimeline
CALTON & ASSOCIATES, INC.1,865$291K0.04%-213F-HRTimeline