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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
Providence Capital Advisors, LLC3,264$461K0.08%+26213F-HRTimeline
Chesley Taft & Associates LLC3,253$459K0.02%new13F-HRTimeline
Thrive Capital Management, LLC3,246$458K0.1%-35513F-HRTimeline
HUB Investment Partners, LLC3,245$458K0.01%-1,10613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,231$456K0.01%-57313F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC3,221$455K0.1%-82713F-HRTimeline
Sandro Wealth Management LLC3,206$452K0.37%13F-HRTimeline
Wedmont Private Capital3,155$450K0.02%+54913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,181$449K0.01%-42113F-HRTimeline
Aspire Capital Advisors LLC3,180$449K0.11%013F-HRTimeline
Obermeyer Wealth Partners3,177$448K0.02%+37813F-HRTimeline
ProVise Management Group, LLC3,143$444K0.03%-5013F-HRTimeline
Insight Wealth Strategies, LLC3,133$442K0.05%-28813F-HRTimeline
LEE DANNER & BASS INC3,120$440K0.03%013F-HRTimeline
Vision Capital Management, Inc.3,099$437K0.05%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,096$437K0.05%+613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC3,094$437K0.03%13F-HRTimeline
Xcelsior Advisor Partners LLC3,084$435K0.21%13F-HRTimeline
Northstar Group, Inc.3,075$434K0.06%+6713F-HRTimeline
WFA of San Diego, LLC3,061$432K0.32%-10013F-HRTimeline
Larson Financial Group LLC3,061$432K0.01%+1,66713F-HRTimeline
Thrive Wealth Management, LLC3,057$431K0.06%+613F-HRTimeline
Arrowroot Family Office, LLC3,048$430K0.16%+10413F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC3,026$427K0.26%013F-HRTimeline
Capstone Wealth Management, Inc.3,010$426K0.37%13F-HRTimeline
Moss Adams Wealth Advisors LLC3,013$425K0.03%013F-HRTimeline
DAVIS R M INC3,008$425K0.01%new13F-HRTimeline
SlateStone Wealth, LLC3,007$424K0.04%+913F-HRTimeline
TrueWealth Advisors, LLC3,000$423K0.11%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co2,960$418K0.09%013F-HRTimeline
WATERS PARKERSON & CO., LLC2,960$418K0.02%013F-HRTimeline
BALANCED WEALTH GROUP LLC2,916$415K0.15%+2513F-HRTimeline
OPAL CAPITAL LLC2,729$414K0.1%13F-HRTimeline
FC Advisory LLC2,922$412K0.12%+2013F-HRTimeline
PMG Wealth Management, Inc.2,908$410K0.3%+20013F-HRTimeline
Sage Capital Advisors,llc2,907$410K0.1%-713F-HRTimeline
Powers Advisory Group, LLC2,901$409K0.15%new13F-HRTimeline
ROCKLAND TRUST CO2,881$407K0.02%+35013F-HRTimeline
Tortuga Wealth Management, Inc2,877$406K0.43%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,875$406K0.02%+1,04313F-HRTimeline
First Fiduciary Investment Counsel, Inc.2,872$405K0.08%013F-HRTimeline
Stiles Financial Services Inc2,868$405K0.12%+2013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,867$405K0.02%-17513F-HRTimeline
BLB&B Advisors, LLC2,866$405K0.02%+4313F-HRTimeline
Annex Advisory Services, LLC2,858$403K0.01%+1,14413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,849$402K0.01%+74613F-HRTimeline
Busey Bank2,848$402K0.01%013F-HRTimeline
STAR Financial Bank2,840$401K0.2%013F-HRTimeline
Horizon Investments, LLC2,823$398K0.01%-18113F-HRTimeline
AF Advisors, Inc.2,823$398K0.15%-9213F-HRTimeline
Future Financial Wealth Managment LLC2,710$396K0.27%-35513F-HRTimeline
Vantage Investment Partners, LLC2,806$396K0.03%-3913F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,805$396K0.18%013F-HRTimeline
Courage Miller Partners, LLC2,802$395K0.12%+613F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC2,801$395K0.15%-25713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,781$393K0.05%+9013F-HRTimeline
SENTINEL TRUST CO LBA2,755$389K0.04%013F-HRTimeline
MOTCO2,751$388K0.04%+1,04013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,750$388K0.05%013F-HRTimelineGroup
John Boyer, Inc.2,740$387K0.39%-22213F-HRTimeline
Fairvoy Private Wealth, LLC2,734$386K0.09%013F-HRTimeline
Southland Equity Partners LLC2,718$384K0.08%+3813F-HRTimeline
Patriot Financial Group Insurance Agenc…2,714$383K0.05%+3413F-HRTimeline
OAKWORTH CAPITAL, INC.2,713$383K0.02%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,710$382K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…2,696$381K0.05%13F-HRTimeline
CFM WEALTH PARTNERS LLC2,693$380K0.05%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,671$377K0.03%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,572$376K0.08%013F-HRTimeline
Tudor Financial Inc.2,621$370K0.19%+213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,616$369K0.11%-40713F-HRTimeline
Pflug Koory, LLC2,608$368K0.17%-24413F-HRTimeline
Palisade Asset Management, LLC2,590$366K0.04%013F-HRTimeline
CAMDEN NATIONAL BANK2,589$365K0.05%-3513F-HRTimeline
KPP Advisory Services LLC2,583$365K0.05%-513F-HRTimeline
MMA ASSET MANAGEMENT LLC2,580$364K0.13%+1313F-HRTimeline
Glassman Wealth Services2,569$363K0.05%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,548$362K0.02%+11113F-HRTimeline
Biltmore Family Office, LLC2,567$362K0.05%013F-HRTimeline
JB Capital LLC2,562$362K0.01%+15513F-HRTimeline
RFG Advisory, LLC2,555$361K0.01%-45313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC2,553$360K0.18%013F-HRTimeline
YANKCOM Partnership2,550$360K0.15%-15013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.2,548$360K0.03%013F-HRTimelineGroup
Gainplan LLC2,539$358K0.13%-3913F-HRTimeline
Bouvel Investment Partners, LLC2,539$358K0.1%+30213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,533$358K0.01%013F-HRTimelineGroup
Commonwealth Financial Services, LLC2,521$356K0.06%-713F-HRTimeline
CALTON & ASSOCIATES, INC.2,519$355K0.05%+13313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,512$355K0.04%+813F-HRTimelineGroup
Latitude Advisors, LLC2,500$353K0.16%+70013F-HRTimeline
Mengis Capital Management, Inc.2,500$353K0.06%013F-HRTimeline
Passive Capital Management, LLC.2,500$353K0.11%013F-HRTimeline
Clayton Financial Group LLC2,500$353K0.18%new13F-HRTimeline
GM Advisory Group, LLC2,496$352K0.01%+1613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,495$352K<0.01%+1,03513F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,475$349K0.06%013F-HRTimelineGroup
Elk River Wealth Management LLC2,471$349K0.06%013F-HRTimeline
LongView Wealth Management2,393$348K0.08%-29713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,438$344K<0.01%-32613F-HRTimeline
Mystic Asset Management, Inc.2,434$344K0.08%-3013F-HRTimeline
CAPITAL ADVISORS INC/OK2,423$342K0.01%-20513F-HRTimeline
Rodgers Brothers Inc.2,422$342K0.04%013F-HRTimeline
BridgePort Financial Solutions, LLC2,405$339K0.09%013F-HRTimeline
Twele Capital Management, Inc.2,401$339K0.06%013F-HRTimeline
UNITED BANK2,399$339K0.04%013F-HRTimeline
Fairfield Financial Advisors, LTD2,393$338K0.11%+12613F-HRTimeline
Pacific Sun Financial Corp2,392$338K0.16%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,385$337K<0.01%new13F-HRTimelineGroup
SHP Wealth Management2,369$334K0.03%13F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,359$333K0.07%-2013F-HRTimeline
Capital Investment Advisory Services, L…2,359$333K0.02%+113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,356$333K0.02%+3313F-HRTimeline
Pure Financial Advisors, LLC2,355$332K<0.01%+1613F-HRTimeline
Northwest Bancshares, Inc.2,353$332K0.06%013F-HRTimeline
Highview Capital Management LLC/DE/2,348$331K0.12%013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.2,345$331K0.15%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,341$330K0.01%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,333$329K0.01%013F-HRTimeline
PHILADELPHIA TRUST CO2,333$329K0.02%-5013F-HRTimeline
Clarus Group, Inc.2,329$329K0.12%013F-HRTimeline
Coastal Bridge Advisors, LLC2,321$328K0.02%013F-HRTimeline
Cornerstone Advisory, LLC2,320$327K0.03%-13313F-HRTimeline
Good Harbor Advisors, Inc.2,319$327K0.38%13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.2,317$327K0.12%013F-HRTimeline
First Heartland Consultants, Inc.2,302$325K0.02%-3713F-HRTimeline
Madison Wealth Partners, Inc2,295$324K0.06%new13F-HRTimeline
Marquette Asset Management, LLC2,289$323K0.05%-21913F-HRTimeline
Clientfirst Wealth Management, LLC2,285$323K0.26%013F-HRTimeline
Plante Moran Financial Advisors, LLC2,283$322K0.02%+9613F-HRTimeline
Affiance Financial, LLC2,275$321K0.05%013F-HRTimeline
Heritage Wealth Advisors2,260$319K0.01%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,255$318K0.03%+15813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,250$318K0.2%013F-HRTimeline
RiverFront Investment Group, LLC2,241$316K0.01%new13F-HRTimeline
Certified Advisory Corp2,240$316K0.03%013F-HRTimeline
Arbor Investment Advisors, LLC2,236$316K0.04%-24213F-HRTimeline
HCR Wealth Advisors2,236$316K0.03%-63713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,233$315K0.1%-913F-HRTimeline
HWG Holdings LP2,229$315K0.08%-2113F-HRTimeline
Grove Bank & Trust2,226$314K0.04%013F-HRTimeline
Nikulski Financial, Inc.2,225$314K0.08%-73613F-HRTimeline
KDK Private Wealth Management, LLC2,220$313K0.27%new13F-HR/ATimeline
Pacific Capital Wealth Advisors, Inc.2,209$312K0.05%013F-HRTimeline
One Capital Management, LLC2,187$309K0.01%-8013F-HRTimeline
American Institute for Advanced Investm…2,181$308K0.2%013F-HRTimeline
Karnit Road Accident Victims Compensati…2,170$306K0.17%13F-HRTimeline
LCNB CORP2,157$304K0.1%+13013F-HRTimeline
Pacific Center for Financial Services2,137$304K0.08%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,151$304K0.01%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,146$303K0.05%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,143$302K0.07%+1013F-HRTimeline
Hoffman, Alan N Investment Management2,134$301K0.17%013F-HRTimeline
Harbor Asset Planning, Inc.2,130$301K0.26%+2313F-HRTimeline
Orion Capital Management LLC2,130$301K0.1%013F-HRTimeline
AdvisorNet Financial, Inc2,123$300K0.02%+713F-HRTimeline
Victrix Investment Advisors2,120$299K0.12%new13F-HRTimeline
First Western Trust Bank2,116$299K0.01%-1013F-HRTimeline
Avidian Wealth Enterprises, LLC2,114$298K0.01%+113F-HRTimeline
Insight Advisors, LLC/ PA2,110$298K0.05%+713F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,110$298K0.12%-313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,103$297K0.01%+62313F-HRTimeline
Vestmark Advisory Solutions, Inc.2,103$297K<0.01%new13F-HRTimeline
BlueChip Wealth Advisors LLC2,092$295K0.12%013F-HRTimeline
Avantax Planning Partners, Inc.2,082$294K0.01%013F-HRTimeline
STALEY CAPITAL ADVISERS INC2,076$293K0.01%+3513F-HRTimeline
Pettinga Financial Advisors LLC2,075$293K0.06%-25013F-HRTimeline
Private Wealth Asset Management, LLC2,075$293K0.03%013F-HRTimeline
Accelerate Investment Advisors LLC2,067$292K0.2%+613F-HRTimeline
Heritage Financial Services, LLC2,064$291K0.02%013F-HRTimeline
Bluespring Wealth Management, LLC2,054$290K0.02%+1113F-HRTimeline
CIBC Asset Management Inc2,050$289K<0.01%013F-HRTimeline
FIRST AMERICAN BANK2,050$289K0.02%013F-HRTimeline
OakTrust Wealth Advisors, LLC2,048$289K0.27%13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,045$289K0.01%013F-HRTimeline
CFO CAPITAL MANAGEMENT LLC2,043$288K0.22%13F-HRTimeline
ABLE Financial Group, LLC2,041$288K0.06%+1413F-HRTimeline
Gateway Wealth Partners, LLC2,040$288K0.03%+18413F-HRTimeline
Trek Financial, LLC2,036$287K0.02%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,035$287K0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,026$286K0.01%013F-HRTimeline
Stillwater Capital Advisors, LLC2,021$285K0.03%013F-HRTimeline
Provenance Wealth Advisors, LLC2,008$283K0.03%013F-HRTimeline
Gridiron Partners, LLC2,000$282K0.16%013F-HRTimeline
Clear Trail Advisors, LLC2,000$282K0.07%13F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC2,000$282K0.06%013F-HRTimeline
Connecticut Wealth Management, LLC1,995$282K0.01%-16113F-HRTimeline
Align Financial, LLC280,846$281K0.2%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,989$281K<0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,978$279K0.01%+36513F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,981$279K0.04%+1,78213F-HRTimeline
Avion Wealth1,978$279K0.06%013F-HRTimeline
Sepio Capital, LP1,975$279K0.02%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,975$279K0.16%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,971$278K0.01%-50413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,966$277K<0.01%013F-HRTimelineGroup
Sterling Wealth Management, Inc.1,961$277K0.08%013F-HRTimeline
BANTAMAC CAPITAL, LLC1,960$277K0.2%-4013F-HRTimeline
Perennial Investment Advisors, LLC1,959$276K0.02%+213F-HRTimeline
GWN SECURITIES INC.1,958$276K0.06%+25213F-HRTimeline