Skip to content
Disclosery

DVY ISHARES TR

Follow

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
Altus Wealth Group LLC1,864$291K0.11%+5713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,864$291K<0.01%new13F-HRTimeline
Atria Investments, Inc1,861$291K<0.01%-62513F-HRTimeline
Anchor Investment Management, LLC1,860$291K0.02%+1513F-HRTimeline
Olistico Wealth, LLC188,213$290K0.12%+186,33513F-HRTimeline
Carson Advisory Inc.1,853$290K0.13%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,838$287K0.02%013F-HRTimeline
Triumph Capital Management1,836$287K0.05%013F-HRTimeline
McKinley Carter Wealth Services, Inc.1,835$287K0.01%013F-HRTimeline
Birchcreek Wealth Management, LLC1,828$286K0.11%+4213F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,797$284K0.03%13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,810$283K0.01%-3513F-HRTimeline
Southland Equity Partners LLC1,803$282K0.05%+413F-HRTimeline
Sand Hill Global Advisors, LLC1,802$282K0.01%-613F-HRTimeline
Tulsa Wealth Advisors, INC1,800$281K0.04%+1113F-HRTimeline
1ST SOURCE BANK1,798$281K0.01%013F-HRTimeline
Lauterbach Financial Advisors, LLC1,790$280K0.12%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,788$279K0.15%013F-HRTimeline
Blue Trust, Inc.1,784$279K<0.01%+89913F-HRTimeline
Pinion Investment Advisors, LLC1,783$279K0.05%new13F-HRTimeline
CoreFirst Bank & Trust1,779$278K0.14%013F-HRTimeline
Confluence Wealth Services, Inc.1,776$277K0.01%+613F-HRTimeline
NORDEN GROUP LLC1,773$277K0.02%013F-HRTimeline
Dala Group, LLC1,773$277K0.23%+213F-HRTimeline
Indivisible Partners1,761$275K0.02%+20013F-HRTimeline
Coquina Private Wealth LLC1,752$274K0.19%+1013F-HRTimeline
TOWER BRIDGE ADVISORS1,750$274K0.02%013F-HRTimeline
Borer Denton & Associates, Inc.1,750$274K0.09%new13F-HRTimeline
Allegheny Financial Group1,745$273K0.03%+413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,741$272K<0.01%new13F-HRTimelineGroup
Cairn Investment Group, Inc.1,742$272K0.12%013F-HRTimeline
Grandview Asset Management LLC1,738$272K0.07%-12813F-HRTimeline
Clarus Group, Inc.1,737$271K0.09%-59213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,737$271K0.08%+6513F-HRTimelineGroup
Madrona Financial Services, LLC1,728$270K0.05%-7313F-HRTimeline
Semus Wealth Partners LLC1,723$269K0.13%+1213F-HRTimeline
Cooper Financial Group1,722$269K0.02%+37413F-HRTimeline
Van Hulzen Asset Management, LLC1,717$268K0.02%013F-HRTimeline
MOTCO1,711$267K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,709$267K0.05%013F-HRTimeline
BAILARD, INC.1,700$266K0.01%new13F-HRTimeline
Hickory Point Bank & Trust1,698$265K0.16%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC1,698$265K0.13%+513F-HRTimeline
Hoxton Planning & Management, LLC1,695$265K0.07%013F-HRTimeline
BCS Private Wealth Management, Inc.1,691$264K0.08%013F-HRTimeline
Cloud Capital Management, LLC1,694$264K0.1%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC1,685$263K0.25%-6413F-HRTimeline
KOM Wealth Management Group, LLC1,684$263K0.16%+11113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC1,680$263K0.01%013F-HRTimeline
Francis Financial, Inc.1,675$262K0.04%013F-HRTimeline
AtlasMark Financial, Inc1,671$261K0.13%-7213F-HRTimeline
KWB Wealth1,670$261K0.02%013F-HRTimeline
Onyx Bridge Wealth Group LLC1,667$261K0.02%+1013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,600$259K0.03%013F-HRTimeline
American Financial Advisors, LLC1,658$259K0.03%013F-HRTimeline
Kovack Advisors, Inc.1,645$258K0.01%-15613F-HRTimeline
Chemistry Wealth Management LLC1,640$256K0.04%013F-HRTimeline
Allred Capital Management, LLC1,633$256K0.08%013F-HRTimeline
Morton Capital Management LLC/CA1,638$256K0.04%013F-HRTimeline
Crumly & Associates Inc.1,635$256K0.05%+813F-HRTimeline
FIRST MERCHANTS CORP1,632$255K0.01%013F-HRTimeline
Berger Financial Group, Inc1,632$255K0.01%+6313F-HRTimeline
OFS Enterprise LLC1,631$255K0.07%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,630$255K0.13%-50013F-HRTimeline
Pacific Wealth Strategies Group, Inc.1,628$254K0.15%013F-HRTimeline
Berman McAleer LLC1,628$254K0.03%013F-HRTimeline
Unified Investment Management1,627$254K0.24%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,625$254K0.08%013F-HRTimeline
Harbour Capital Advisors, LLC1,590$254K0.05%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,621$253K0.06%013F-HRTimeline
Mission Hills Financial Advisory, LLC1,617$253K0.11%+11913F-HRTimeline
Piscataqua Savings Bank1,615$252K0.17%-7513F-HRTimeline
WFA of San Diego, LLC1,525$251K0.21%+4513F-HRTimeline
Visionary Wealth Advisors1,603$251K0.01%+113F-HRTimeline
Seneca Financial Advisors LLC1,601$250K0.06%+813F-HRTimeline
Firestone Capital Management1,601$250K0.05%013F-HRTimeline
Cedar Wealth Management, LLC1,600$250K0.06%-24013F-HRTimeline
Perennial Investment Advisors, LLC1,600$250K0.02%-48313F-HRTimeline
Legacy Advisors, LLC1,599$250K0.02%013F-HRTimeline
S&T Bank/PA1,955$249K0.07%+1,75213F-HRTimeline
United Asset Strategies, Inc.1,592$249K0.02%013F-HRTimeline
Hubbell Strickland Wealth Management, L…1,590$249K0.09%+1213F-HRTimeline
Integras Partners LLC1,590$249K0.14%new13F-HRTimeline
FIDELITY D & D BANCORP INC1,589$248K0.09%013F-HRTimeline
Golden State Wealth Management, LLC1,588$248K0.02%-30013F-HRTimeline
Green Ridge Wealth Planning LLC1,587$248K0.1%013F-HRTimeline
Wick Capital Partners, LLC1,574$246K0.04%013F-HRTimeline
Azimuth Capital Investment Management L…1,567$245K0.01%013F-HRTimeline
Duncan Williams Asset Management, LLC1,566$245K0.06%+1313F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV1,559$244K0.11%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,551$242K<0.01%+3013F-HRTimelineGroup
Pasadena Private Wealth, LLC1,551$242K0.03%+14813F-HRTimeline
PLIMOTH TRUST CO LLC1,550$242K0.05%013F-HRTimeline
Breakwater Investment Management1,548$242K0.08%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,495$242K0.03%013F-HRTimeline
Manuka Financial, LLC1,548$242K0.13%013F-HRTimeline
TI-TRUST, INC1,546$242K0.13%new13F-HRTimeline
Riverview Capital Advisers, LLC1,538$240K0.07%+1213F-HRTimeline
MRWM Advisors, LLC1,537$240K0.1%013F-HRTimeline
Ironwood Investment Counsel, LLC1,533$240K0.03%-31613F-HRTimeline
Institute for Wealth Management, LLC.1,530$239K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,529$239K<0.01%+42213F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.1,524$238K0.08%013F-HRTimeline
Successful Portfolios LLC1,495$238K0.11%new13F-HRTimeline
Bison Wealth, LLC1,497$237K0.02%-11113F-HRTimeline
Northstar Advisory Group, LLC1,516$237K0.07%-2113F-HRTimeline
Iron Gate Global Advisors LLC1,511$236K0.02%013F-HRTimeline
Curry Webb Wealth Management LLC1,508$236K0.1%+813F-HRTimeline
VICUS CAPITAL1,506$235K0.02%-813F-HRTimeline
Innova Wealth Partners1,506$235K0.1%+15013F-HRTimeline
Ring Mountain Capital, LLC1,505$235K0.1%-1413F-HRTimeline
American Trust1,502$235K0.02%+2113F-HRTimeline
Summit Asset Management, LLC1,500$234K0.03%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,500$234K0.02%013F-HRTimeline
Asio Capital, LLC1,500$234K0.03%013F-HRTimeline
LifeWealth Investments, LLC1,500$234K0.06%013F-HRTimeline
Topsail Wealth Management, LLC1,500$234K0.03%013F-HRTimeline
Post Resch Tallon Group Inc.1,500$234K0.16%013F-HRTimeline
BridgePort Financial Solutions, LLC1,497$234K0.06%-90813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,497$234K0.05%-6513F-HRTimeline
Fisher Asset Management, LLC1,493$233K<0.01%-2,11413F-HRTimeline
KELLY FINANCIAL GROUP LLC1,489$233K0.05%-4213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,479$231K0.01%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC1,477$231K0.09%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,471$230K0.01%013F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.1,470$230K0.07%013F-HRTimeline
RMR Wealth Builders1,469$230K0.01%+13013F-HRTimeline
AJ Advisors, LLC1,462$228K0.07%+1213F-HRTimeline
ARWA LLC1,398$227K0.09%new13F-HRTimeline
Bridgewealth Advisory Group, LLC1,450$227K0.04%013F-HRTimeline
Petros Family Wealth, LLC1,446$226K0.14%-5413F-HRTimeline
Dunhill Financial, LLC1,429$223K0.05%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,375$223K0.03%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,420$222K0.08%-9313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,412$221K0.11%+713F-HRTimeline
Strategies Wealth Advisors, LLC1,410$220K0.02%+1113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,407$220K<0.01%new13F-HRTimelineGroup
CONNABLE OFFICE INC1,406$220K0.02%013F-HRTimeline
SAGE RHINO CAPITAL LLC1,405$220K0.04%-5013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,403$219K<0.01%-57513F-HRTimeline
Fort Sheridan Advisors LLC1,402$219K0.02%new13F-HRTimeline
Private Wealth Partners, LLC1,400$219K0.02%013F-HRTimeline
HEADINVEST, LLC1,400$219K0.04%013F-HRTimeline
Mattern Wealth Management LLC1,400$219K0.04%013F-HRTimeline
Providence Financial Advisors, LLC1,400$219K0.12%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,397$218K0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,395$218K<0.01%new13F-HRTimelineGroup
COWA, LLC1,395$218K0.05%013F-HRTimeline
Tortoise Investment Management, LLC1,394$218K0.02%013F-HRTimeline
TCV Trust & Wealth Management, Inc.1,391$217K0.02%-14213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,389$217K0.21%013F-HRTimeline
Braeburn Wealth Management LLC1,387$217K0.09%-15713F-HRTimeline
LJI Wealth Management, LLC1,381$216K0.03%-10013F-HRTimeline
RiverGlades Family Offices LLC1,380$216K0.1%013F-HRTimeline
Diversified Enterprises, LLC1,379$216K0.01%+113F-HRTimeline
Huntleigh Advisors, Inc.1,379$216K0.03%new13F-HRTimeline
Select Asset Management & Trust1,373$215K0.06%013F-HRTimeline
Community Financial Services Group, LLC1,367$215K0.03%+3213F-HRTimeline
Fiduciary Alliance LLC1,367$214K0.01%013F-HRTimeline
Storen Legacy Partners, LLC1,367$214K0.06%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,366$214K0.02%+1613F-HRTimelineGroup
Salomon & Ludwin, LLC1,354$213K0.02%013F-HRTimeline
SFAM, LLC1,360$213K0.17%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,358$212K0.01%013F-HRTimeline
LaSalle St. Investment Advisors, LLC1,357$212K0.03%+613F-HRTimeline
TigerOak Management, L.L.C.1,351$211K0.06%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,351$211K<0.01%013F-HRTimeline
REYL & Cie S.A.1,390$211K0.24%13F-HRTimeline
Greenspring Advisors, LLC1,350$211K0.01%013F-HRTimeline
Columbia Bank1,350$211K0.05%013F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.1,350$211K0.08%013F-HRTimeline
Verum Partners LLC1,349$211K0.03%new13F-HRTimeline
Tanglewood Wealth Management, Inc.1,347$211K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,346$210K0.01%new13F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC1,345$210K0.04%013F-HRTimeline
Sargent Investment Group, LLC1,340$209K0.03%013F-HRTimeline
SAM Advisors, LLC1,337$209K0.06%013F-HRTimeline
Accurate Wealth Management, LLC1,307$208K0.02%new13F-HRTimeline
TRED AVON FAMILY WEALTH, LLC1,333$208K0.06%013F-HRTimeline
Adams Asset Advisors, LLC1,331$208K0.02%013F-HRTimeline
Schorn Wealth LLC1,328$208K0.05%new13F-HRTimeline
Planning Strategies Inc.1,328$208K0.13%13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,326$207K0.12%-2713F-HRTimeline
Heritage Trust Co1,325$207K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,321$206K0.01%-18913F-HRTimelineGroup
Wealthquest Corp1,315$206K0.01%new13F-HRTimeline
Beckerman Institutional, LLC1,316$205K0.1%new13F-HRTimeline
Chancellor Financial Group WB LP1,309$205K0.13%new13F-HRTimeline
Aaron Wealth Advisors LLC1,306$204K0.01%new13F-HRTimeline
VeraBank, N.A.1,300$203K0.03%new13F-HRTimeline
V2 Financial group LLC1,300$203K0.08%new13F-HRTimeline
DECISION INVESTMENTS, INC1,300$203K0.18%new13F-HRTimeline
Krane Financial Solutions LLC1,299$203K0.13%new13F-HRTimeline
Rise Advisors, LLC1,297$203K0.06%-5413F-HRTimeline
HFG Advisors, Inc.1,295$202K0.13%new13F-HRTimeline
Farrell Financial LLC1,292$202K0.11%new13F-HRTimeline
Clearwater Capital Advisors, LLC1,289$201K0.01%new13F-HRTimeline
Roundview Capital LLC1,286$201K0.01%-6013F-HRTimeline
Rossby Financial, LCC1,284$201K0.04%-1,97113F-HRTimeline
TRUE Private Wealth Advisors1,284$201K0.02%new13F-HRTimeline