Skip to content
Disclosery

DVY ISHARES TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,170,168$1.15B0.08%+73,27513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,506,794$918M0.05%+224,12513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,807,955$537M0.1%+69,65813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,553,910$502M0.27%-116,76013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,073,777$434M0.08%+114,49013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,055,839$431M0.05%-26,47213F-HRTimelineGroup
LPL Financial LLC1,789,466$253M0.07%+65,69113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,695,711$239M0.04%+23,40713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,646,552$232M0.02%+97,14413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,428,432$202M-19,150Timeline
UBS Group AGgroup of 2 filers holding1,200,566$169M+45,533Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,170,490$165M0.05%+111,04813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,135,305$160M0.21%-7,46313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,111,508$157M0.18%-18,63413F-HRTimelineGroup
Howard Capital Management, LLC1,011,427$143M1.85%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/779,821$110M0.04%+34,23113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC693,902$97.9M0.01%+3,55213F-HR/ATimelineGroup
Northside Capital Management, LLC653,983$92.3M8.02%-5,67413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC606,332$85.6M0.11%-30,40113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC552,407$77.9M0.02%+106,80713F-HRTimelineGroup
Cetera Investment Advisers510,024$72M0.08%+5,36913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…507,547$71.6M0.13%+29,93313F-HR/ATimelineGroup
MILLER HOWARD INVESTMENTS INC /NY505,689$71.4M2.15%+445,91013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding485,129$68.5M+49,779Timeline
COMERICA BANK427,919$60.4M0.24%-5,38613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding414,939$58.6M-22,226Timeline
Mariner, LLCin group Mariner, LLC401,796$56.7M0.07%-4,48613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.381,558$53.9M0.08%-55,95613F-HRTimelineGroup
HighTower Advisors, LLC331,560$46.8M0.05%+1,72113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…309,870$43.7M0.03%-31,32213F-HR/ATimelineGroup
Creative Planningin group Creative Planning308,603$43.6M0.03%-1,49413F-HRTimelineGroup
AMG National Trust Bank305,140$43.1M1.02%-1,17813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP303,545$42.8M0.04%+7,07613F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …300,276$42.4M0.32%13F-HR/ATimelineGroup
CIBC WORLD MARKET INC.285,436$40.3M0.07%-3,06613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK275,567$38.9M0.21%-8,10813F-HRTimelineGroup
Moment Partners, LLC257,281$36.3M7.47%+6,87313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.256,418$36.2M0.06%+29,21413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co252,386$35.6M0.01%+127,04113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp245,576$34.7M0.11%+7,92713F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA240,055$33.9M0.16%13F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC229,113$32.3M1.99%+17113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC223,106$31.5M0.06%+2,55913F-HRTimelineGroup
Janney Montgomery Scott LLC220,730$31.2M0.07%+3,36813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…212,133$30.8M0.04%+4,89313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…213,424$30.1M0.04%+211,62413F-HRTimelineGroup
Private Advisor Group, LLC191,291$27M0.13%-16113F-HRTimeline
Ellis Investment Partners, LLC190,572$26.9M4.69%+34813F-HRTimeline
Valmark Advisers, Inc.179,109$25.3M0.31%+27,06313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources177,142$25M0.01%+15,03513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV179,477$24.7M0.04%+21,40913F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…170,391$24M4.41%-76413F-HRTimeline
Arcus Capital Partners, LLC168,662$23.8M8.55%-6,45213F-HRTimeline
FMR LLCin group FMR LLC168,470$23.8M<0.01%+8,06413F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD166,498$23.5M1.13%+35,66713F-HRTimeline
BLAIR WILLIAM & CO/IL165,015$23.3M0.06%+17,84513F-HRTimeline
Cambridge Investment Research Advisors,…162,276$22.9M0.06%+1,76113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/145,184$20.5M0.02%+18,18713F-HRTimelineGroup
&PARTNERS144,488$20.4M0.11%+4,48013F-HRTimeline
Yukon Wealth Management, Inc.130,953$20.2M11.65%-46,62013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP136,147$19.2M0.03%+52,22113F-HR/ATimelineGroup
HB Wealth Management, LLC133,966$18.9M0.12%+7,21313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC128,446$18.1M0.03%-2,68213F-HRTimelineGroup
Advisory Services Network, LLC127,604$18M0.25%-1,08613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding125,410$17.7M-1,127Timeline
TRUSTMARK BANK TRUST DEPARTMENT120,811$17.1M1.08%-2,23013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.120,639$17M0.19%+9,25213F-HRTimelineGroup
Capital Investment Advisors, LLC119,442$16.9M0.26%-1,47513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…118,285$16.7M3.45%+1,05513F-HRTimeline
IFG Advisors, LLC115,414$16.3M2.71%+2,50813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC113,206$16.1M0.06%+52013F-HRTimelineGroup
Round Rock Advisors LLC110,913$15.7M2.35%+2,87713F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.107,764$15.2M0.1%+2,27213F-HRTimelineGroup
KWMG, LLC105,927$15M1.29%+3,04713F-HRTimeline
NTV Asset Management LLC105,686$14.9M1.58%-1,65013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC104,656$14.8M0.11%+15,09813F-HRTimeline
Cresset Asset Management, LLC99,273$14M0.06%+10,26613F-HRTimeline
Powell Investment Advisors, LLC97,861$13.8M4.76%+2,29113F-HRTimeline
MML INVESTORS SERVICES, LLC94,915$13.4M0.03%+9,02313F-HRTimeline
DAVENPORT & Co LLC93,269$13.2M0.07%+8,90313F-HRTimeline
Steward Partners Investment Advisory, L…92,585$13.1M0.07%+4,36613F-HRTimeline
BOKF, NAin group BOKF, NA90,709$12.8M0.2%+31,40813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS89,002$12.6M0.02%-1,61713F-HRTimeline
OLD NATIONAL BANCORP /IN/87,167$12.3M0.2%+18,55313F-HRTimeline
MAI Capital Management84,424$11.9M0.07%-2613F-HRTimeline
JGP Wealth Management, LLC84,380$11.9M1.24%-60813F-HRTimeline
Beacon Pointe Advisors, LLC82,732$11.7M0.08%-9,16313F-HRTimeline
North Star Investment Management Corp.82,520$11.6M0.73%+4,27113F-HRTimeline
NewEdge Advisors, LLC78,901$11.1M0.04%-2,93013F-HRTimeline
Sanctuary Advisors, LLC74,127$10.5M0.06%+5,26913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC72,973$10.3M0.11%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…72,398$10.2M0.03%+48,14213F-HRTimeline
Sterling Investment Advisors, Ltd.71,467$10.1M1.86%+18913F-HRTimeline
White Lighthouse Investment Management …70,432$9.94M1.39%+2,64513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC67,887$9.58M0.04%+1,34213F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC65,340$9.22M2.02%+2,31913F-HRTimeline
SOA Wealth Advisors, LLC.65,150$9.2M1.55%+2,39513F-HRTimeline
FIRST UNITED BANK & TRUST65,081$9.19M2.93%+4,75413F-HRTimeline
Linscomb Wealth, Inc.64,751$9.14M0.38%-90313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.64,641$9.12M0.2%-30,76013F-HRTimelineGroup
GREENBERG FINANCIAL GROUP64,112$9.05M3.73%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC63,820$9.01M0.19%-74813F-HRTimeline
Pinnacle Financial Group, LLC / IL63,659$8.98M2.61%+6413F-HRTimeline
Asset Advisors Investment Management, L…62,843$8.87M0.82%-42013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC62,462$8.82M2.12%-3,20013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC61,091$8.62M0.42%+2,38113F-HRTimeline
Mutual Advisors, LLC60,621$8.56M0.18%-15813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.58,960$8.32M0.01%+2013F-HRTimelineGroup
Wealth Management Associates, Inc.58,666$8.28M2.88%+1913F-HRTimeline
Integrated Wealth Concepts LLC58,057$8.19M0.1%-10,07313F-HRTimeline
Sequoia Financial Advisors, LLC57,419$8.1M0.05%+4,00813F-HRTimeline
Verus Financial Partners, Inc.54,194$8.07M0.74%-2,77613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS57,124$8.06M0.01%-1,77613F-HRTimelineGroup
Beaumont Financial Advisors, LLC56,680$8M0.53%-3,96813F-HRTimeline
CWM, LLCin group CWM, LLC54,248$7.66M0.02%-26513F-HRTimelineGroup
AMARILLO NATIONAL BANK54,068$7.63M1.34%-47213F-HRTimeline
KCM INVESTMENT ADVISORS LLC52,834$7.46M0.24%+813F-HRTimeline
EDGEWOOD MANAGEMENT LLC51,926$7.33M0.03%013F-HRTimeline
Lee Financial Co51,579$7.28M0.98%-3,58913F-HRTimeline
Smithfield Trust Co51,386$7.24M0.32%-26413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …49,177$6.94M0.1%+3,86413F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC48,817$6.89M0.65%-1913F-HRTimeline
Sterling Capital Management LLC48,386$6.83M0.11%+47,66613F-HRTimeline
Gilman Hill Asset Management, LLC48,290$6.82M1.07%+46,18013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…47,916$6.76M0.09%+43713F-HRTimelineGroup
Wealth Quarterback LLC47,193$6.66M2.4%+10,20813F-HRTimeline
Glenview Trust Co46,962$6.63M0.1%-26513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC46,653$6.58M0.33%-70013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC46,601$6.58M0.05%+41,49913F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC46,179$6.52M0.14%+4,50013F-HRTimelineGroup
Quantinno Capital Management LP45,693$6.45M0.01%+5,04113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP45,661$6.44M0.88%-20813F-HRTimeline
Stelac Advisory Services LLC45,602$6.44M2.28%-15013F-HRTimeline
Prime Capital Investment Advisors, LLC45,090$6.36M0.08%-54013F-HRTimeline
NorthCoast Asset Management LLC45,010$6.35M0.14%-29,38513F-HRTimeline
Prospera Financial Services Inc44,331$6.26M0.1%+2,31513F-HRTimeline
IFG Advisory, LLC44,062$6.22M0.27%+1,14913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43,529$6.14M<0.01%+30,17813F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …43,027$6.07M0.99%013F-HRTimeline
Principle Wealth Partners LLC42,916$6.06M0.34%-34913F-HRTimeline
IFP Advisors, Inc41,909$5.92M0.13%-1,26513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,164$5.81M<0.01%+6,09013F-HRTimelineGroup
Rathbones Group PLC40,946$5.78M0.02%-4,68313F-HR/ATimeline
FOCUS Wealth Advisors, LLC40,782$5.76M2.68%+41113F-HRTimeline
LMG Wealth Partners, LLC39,819$5.62M1.05%+1,79713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC39,750$5.61M0.73%013F-HRTimeline
Daybright Advisory Services, Inc.39,529$5.58M1.49%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.38,927$5.49M1.81%-1,92513F-HRTimeline
Eagle Bay Advisors LLC38,710$5.46M3.99%013F-HRTimeline
Balentine LLC37,597$5.31M0.2%+2,92213F-HRTimeline
SCOTIA CAPITAL INC.36,773$5.19M0.02%+1,24213F-HRTimeline
Keebeck Wealth Management36,491$5.15M0.59%013F-HRTimeline
LANDAAS & CO /WI /ADV36,080$5.09M1.12%+16413F-HRTimeline
Ironwood Financial, llc35,013$5.09M0.86%-1,34813F-HRTimeline
BANK OF HAWAII35,616$5.03M0.25%+20513F-HRTimeline
Orion Porfolio Solutions, LLC35,115$4.96M0.04%+13,67013F-HRTimeline
SIG BROKERAGE, LP34,954$4.93M1.66%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC34,663$4.89M0.82%13F-HRTimeline
Clearstead Advisors, LLC34,562$4.88M0.06%+5313F-HRTimeline
J.W. COLE ADVISORS, INC.39,965$4.83M0.12%-3,09213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,122$4.82M0.06%+26,72713F-HRTimelineGroup
Sankala Group LLC30,467$4.76M3.81%13F-HRTimeline
Allworth Financial LP33,387$4.71M0.02%+5,19913F-HRTimeline
Omega Financial Group, LLC33,371$4.71M1.57%-1,66013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.33,307$4.7M0.45%013F-HRTimeline
ALBION FINANCIAL GROUP /UT32,982$4.66M0.29%-12613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…32,887$4.64M0.03%+1,28113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD32,219$4.55M0.06%-5413F-HRTimeline
Integrated Advisors Network LLC32,218$4.55M0.2%-2,98213F-HRTimeline
Klingman & Associates, LLC32,206$4.55M0.22%-7513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC31,901$4.5M<0.01%+4813F-HRTimelineGroup
D.A. DAVIDSON & CO.31,786$4.49M0.03%+4,53613F-HRTimeline
Gallagher Capital Advisors, LLC31,743$4.48M2.9%-1,23913F-HRTimeline
Cornerstone Management, Inc.31,528$4.45M0.73%-48913F-HRTimeline
FAS Wealth Partners, Inc.31,526$4.45M0.29%+21813F-HRTimeline
Joseph P. Lucia & Associates, LLC31,504$4.45M1.6%-9713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,441$4.44M0.02%-3,44313F-HRTimelineGroup
HANCOCK WHITNEY CORP31,328$4.42M0.08%+1,94413F-HRTimeline
Mechanics Bank Trust Department31,088$4.39M0.57%-1,02113F-HRTimeline
LGL PARTNERS, LLC30,870$4.36M1.86%+31213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC30,813$4.35M0.07%-1,67213F-HRTimeline
FIRST AMERICAN TRUST, FSB30,588$4.32M0.3%-1,10213F-HRTimeline
Fulton Bank, N.A.30,471$4.3M0.15%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.30,455$4.3M<0.01%+1,76113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC30,100$4.25M<0.01%+8,04513F-HRTimelineGroup
Shulman DeMeo Asset Management LLC30,029$4.24M0.96%-23913F-HRTimeline
St. Clair Advisors, LLC29,926$4.22M1.09%-56113F-HRTimeline
AlphaCore Capital LLC29,923$4.22M0.09%+29,40513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC29,803$4.21M0.01%-36313F-HRTimelineGroup
Composition Wealth, LLC29,507$4.16M0.06%+53913F-HRTimeline
Arax Advisory Partners29,457$4.16M0.12%new13F-HRTimeline
Tradition Wealth Management, LLC29,330$4.14M0.3%-3,00013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding29,234$4.13M+39Timeline
HighPoint Advisor Group LLC29,193$4.12M0.09%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV28,916$4.08M1.44%-93313F-HRTimeline
Mine & Arao Wealth Creation & Managemen…28,908$4.08M1.6%+16113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO28,787$4.06M1.12%-12,46113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,593$4.04M0.24%+1,80313F-HRTimelineGroup
Granite FO LLC28,587$4.03M2.15%013F-HRTimeline
SAPIENT CAPITAL LLC28,116$4M0.06%new13F-HRTimeline