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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
DONALDSON CAPITAL MANAGEMENT, LLC1,284$201K0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,280$200K0.05%013F-HRTimelineGroup
LRI Investments, LLC1,255$196K0.02%013F-HRTimeline
Innovative Asset Advisors Group, LLC1,253$196K0.09%013F-HRTimeline
John A. Wolfe & Associates, Inc.1,251$196K0.27%013F-HRTimeline
Armor Investment Advisors, LLC1,247$195K0.06%-3913F-HRTimeline
SRH ADVISORS, LLC1,232$193K0.05%013F-HRTimeline
Cranbrook Wealth Management, LLC1,211$189K0.04%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,200$188K0.06%-1113F-HRTimeline
Physician Wealth Advisors, Inc.1,198$187K0.02%013F-HRTimeline
Riverview Trust Co1,196$187K0.22%013F-HRTimeline
Westend Capital Management, LLC1,180$184K0.04%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,169$183K0.06%+913F-HRTimeline
Measured Wealth Private Client Group, L…1,163$182K0.04%013F-HRTimeline
Hanson & Doremus Investment Management1,127$176K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,108$173K0.01%013F-HRTimelineGroup
CNB Bank1,102$172K0.07%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,094$171K0.04%013F-HRTimeline
Rialto Wealth Management, LLC1,087$170K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,080$169K0.03%-6513F-HRTimeline
Kroeger Financial Partners1,054$165K0.16%13F-HRTimeline
Rossmore Private Capital1,050$164K0.01%013F-HRTimeline
Crews Bank & Trust1,038$162K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,027$161K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,009$158K<0.01%013F-HRTimelineGroup
Cornerstone Financial Management LLC1,000$156K0.13%013F-HR/ATimeline
COUNTRY TRUST BANK993$155K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA990$155K0.03%-5013F-HRTimeline
Crewe Advisors LLC963$150K0.01%+613F-HRTimeline
Synergy Investment Management, LLC937$150K0.04%+52713F-HRTimeline
EFG International AGin group EFG International AG961$150K<0.01%new13F-HRTimelineGroup
Fairway Wealth LLC932$146K0.03%+26413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC925$145K0.1%013F-HRTimeline
Zeit Capital LLC899$141K0.08%+22513F-HRTimeline
Trust Co895$140K0.01%+46013F-HRTimeline
Financial Life Planners894$140K0.09%+713F-HRTimeline
TrustBankin group TrustBank870$136K0.05%-25513F-HRTimelineGroup
First Bancorp, Inc /ME/861$135K0.05%new13F-HRTimeline
Key Financial Inc857$134K0.02%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.856$134K0.06%-9513F-HRTimeline
Gen-Wealth Partners Inc823$129K0.04%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.814$127K0.01%013F-HRTimeline
Insight Inv LLC812$127K0.06%013F-HRTimeline
LifeSteps Financial, Inc.809$126K0.06%new13F-HRTimeline
Capital Investment Counsel, Inc800$125K0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC799$125K0.08%013F-HRTimeline
BLUELINE ADVISORS LLC799$125K0.09%013F-HRTimeline
Washington Trust Advisors, Inc.795$124K0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC793$124K0.05%013F-HRTimeline
Davis Capital Management790$124K0.07%+3813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC766$120K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…750$117K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.736$115K0.04%+713F-HRTimeline
Finley Financial, LLC730$114K0.05%013F-HRTimeline
NI ACQUISITIONS COMPANY, LLC98$113K0.05%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC721$113K0.01%-23113F-HRTimeline
Cape Investment Advisory, Inc.700$109K0.03%new13F-HRTimeline
Prosperity Bancshares Inc677$106K0.07%013F-HRTimeline
BAYBAN675$106K0.08%013F-HRTimeline
VSM Wealth Advisory, LLC673$105K0.03%+413F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK667$104K<0.01%new13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.660$103K0.06%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.656$103K0.03%13F-HRTimeline
Beaird Harris Wealth Management, LLC642$100K0.01%013F-HRTimeline
Accordant Advisory Group Inc633$98.9K0.07%013F-HRTimeline
Financial Network Wealth Advisors LLC611$95.5K0.1%013F-HRTimeline
Essential Investment Partners LLC595$93K0.07%013F-HRTimeline
High Note Wealth, LLC579$90.5K0.02%013F-HRTimeline
Clearstead Trust, LLC560$87.5K0.01%-1,08313F-HRTimeline
GHP Investment Advisors, Inc.557$87K<0.01%+10413F-HRTimeline
BankChampaign, National Association547$85.5K0.07%-313F-HRTimeline
Coston, McIsaac & Partners549$85K0.02%013F-HRTimeline
REAP Financial Group, LLC531$83K0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV524$81.9K<0.01%-3413F-HRTimeline
Meramec Financial Planners, LLC498$81.2K0.03%+14413F-HRTimeline
Signature Equity Partners, LLC505$79K0.04%013F-HRTimeline
Monetary Solutions, Ltd495$77.4K0.07%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.494$77.2K0.04%013F-HRTimeline
City State Bank490$76.6K0.02%013F-HRTimeline
Fortitude Family Office, LLC490$76.6K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC487$76.1K<0.01%-2,75013F-HRTimelineGroup
MilWealth Group LLC487$76K0.02%013F-HRTimeline
BALLAST ADVISORS LLC482$75.3K0.02%013F-HRTimeline
Hilton Head Capital Partners, LLC482$75.3K0.04%-20913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC480$75K0.02%+213F-HRTimeline
N.E.W. Advisory Services LLC480$75K0.01%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP480$75K0.01%new13F-HRTimelineGroup
Murphy & Mullick Capital Management Corp461$72.1K0.04%+7613F-HRTimeline
GILL CAPITAL PARTNERS, LLC460$71.9K0.02%013F-HRTimeline
GRANVILLE CAPITAL, INC.459$71.7K0.03%013F-HRTimeline
ADIRONDACK TRUST CO450$70.3K0.02%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP432$67.5K<0.01%-13813F-HRTimeline
Nalls Sherbakoff Group, LLC432$67.5K0.05%-19913F-HRTimeline
Cornerstone National Bank & Trust Co420$65.9K0.02%013F-HRTimeline
DecisionPoint Financial, LLC414$65K0.01%new13F-HRTimeline
EPG Wealth Management LLC415$64.9K0.02%013F-HRTimeline
MTM Investment Management, LLC415$64.9K0.02%013F-HRTimeline
CX Institutional409$64K<0.01%+313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT396$61.9K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.389$60.8K0.02%+113F-HRTimeline
Morse Asset Management, Inc389$60.8K0.01%013F-HRTimeline
Roxbury Financial LLC386$60.3K0.05%+213F-HRTimeline
Millstone Evans Group, LLC372$58.1K0.03%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC371$58.1K0.02%+313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …357$56.3K<0.01%013F-HRTimelineGroup
NFSG Corp359$56.1K0.01%+4313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…358$56K0.01%013F-HRTimeline
Legacy Bridge, LLC350$54.7K0.02%013F-HRTimeline
Advanced Asset Management Advisors Inc348$54.4K0.01%013F-HRTimeline
Seneschal Advisors, LLC343$53.6K0.04%013F-HRTimeline
Corsicana & Co.341$53.3K0.03%013F-HRTimeline
Provident Wealth Management, LLC336$52.5K0.01%-21513F-HRTimeline
PITTENGER & ANDERSON INC333$52K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC333$52K0.01%-5413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…318$49.8K<0.01%-10013F-HRTimelineGroup
Byrne Asset Management LLC315$49.2K0.03%013F-HRTimeline
Weaver Capital Management LLC325$49.2K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC311$49K0.03%013F-HR/ATimeline
Winthrop Capital Management, LLC304$48K0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST303$47.4K0.02%013F-HRTimeline
Westside Investment Management, Inc.300$46.9K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.297$46.4K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.289$45.2K0.02%013F-HRTimeline
Strive Financial Group ,LLC282$44.1K0.02%+3113F-HR/ATimeline
KELLEHER FINANCIAL ADVISORS275$43K0.01%+13313F-HRTimeline
Smartleaf Asset Management LLC272$42.9K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.274$42.9K0.03%013F-HRTimeline
Napier Financial, LLC262$41K0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)261$40.8K0.03%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC259$40.5K0.02%+213F-HRTimeline
Friedenthal Financial259$40.5K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding250$39.1K-19Timeline
Kilter Group LLC241$37.7K0.01%+213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP235$36.7K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST230$35.9K<0.01%-2113F-HRTimeline
Main Street Group, LTD218$34.1K0.01%013F-HRTimeline
Miller Capital Partners, Inc.210$32.8K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…206$32.2K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.200$31.3K0.01%013F-HRTimeline
Manchester Capital Management LLC200$31.3K<0.01%-66013F-HRTimeline
Creative Capital Management Investments…200$31.3K0.01%013F-HRTimeline
Beutel, Goodman & Co Ltd.195$30K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.191$29.9K0.01%-5413F-HRTimeline
Elevated Capital Advisors, LLC184$28.8K0.01%013F-HRTimeline
Avalon Trust Co181$28.3K<0.01%new13F-HRTimeline
Atlatl Advisers LLC178$27.8K0.01%new13F-HRTimeline
Rice Partnership, LLC175$27.4K<0.01%013F-HRTimeline
Fairman Group, LLC168$26.3K0.02%+113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC160$25K<0.01%-14513F-HRTimeline
JPL Wealth Management, LLC155$24.2K<0.01%013F-HRTimeline
Addison Advisors LLC152$23.8K0.01%013F-HRTimeline
Catherine Avery Investment Management L…149$23.3K0.01%013F-HRTimeline
First Command Advisory Services, Inc.146$22.8K<0.01%new13F-HRTimeline
Nemes Rush Group LLC144$22.5K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD140$21.9K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS133$20.8K<0.01%new13F-HRTimeline
Family Manage LLC131$20.5K<0.01%013F-HRTimeline
PlanVest Financial, Inc129$20.2K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC128$20K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.127$19.9K0.04%013F-HRTimeline
Advantage Trust Co120$18.8K0.01%013F-HRTimeline
Strategic Wealth Advisors LLC133$18K0.02%013F-HRTimeline
Financial Perspectives, Inc115$18K<0.01%013F-HRTimeline
TSFG, LLC110$17K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC108$16.9K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC105$16.4K<0.01%013F-HRTimeline
Highland Investment Advisors LLC104$16.3K0.01%13F-HRTimeline
HOWE & RUSLING INC100$15.6K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$15.6K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.100$15.6K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC100$15.6K0.02%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN98$15.3K<0.01%013F-HRTimeline
High Point Wealth Management, LLC96$15K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC93$14.5K<0.01%013F-HRTimeline
Silicon Valley Capital Partners88$13.8K<0.01%013F-HRTimeline
TD Capital Management LLC76$11.9K<0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC75$11.7K0.01%013F-HRTimeline
MCDONALD PARTNERS LLC75$11.7K<0.01%new13F-HRTimeline
Robbins Farley75$11.7K<0.01%013F-HRTimeline
WealthShield Partners, LLC71$11.1K<0.01%-1,12613F-HRTimeline
Center for Financial Planning, Inc.61$9.54K<0.01%013F-HRTimeline
Basepoint Wealth LLC61$9.53K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC60$9.42K<0.01%-2,13113F-HRTimeline
Nova Wealth Management, Inc.60$9.38K0.01%013F-HRTimeline
PayPay Securities Corp58$9.06K0.22%-513F-HRTimeline
Register Financial Advisors LLC57$8.94K<0.01%013F-HRTimeline
Activest Wealth Management54$8.44K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…53$8.28K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC52$8.13K<0.01%013F-HRTimeline
UMB Bank, n.a.51$7.97K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Investment Solutions, Inc. /IL50$7.82K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC49$7.66K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC42$6.57K<0.01%013F-HRTimeline
Hughes Financial Services, LLC39$6.1K<0.01%-5813F-HRTimeline
Sunrise Financial Services, LLC39$6.1K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH35$5.47K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc34$5K<0.01%-3413F-HRTimeline
Darwin Wealth Management, LLC29$4.66K<0.01%013F-HRTimeline
Cheviot Value Management, LLC27$4.22K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…25$3.91K<0.01%013F-HRTimeline