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Disclosery

DVY ISHARES TR

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COM (fund)

1,412 managers (1,427 13F filers) reported a position in DVY shares at 2026-03-31, 68,394,940 shares in all. 98 filers opened a position and 59 filers sold out during the quarter.

Managers
1,412
13F filers
1,427
New
98
Added
458
Reduced
438
Sold out
59
Shares held by filers
68,394,940

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/8,065,913$1.22B0.09%-104,25513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,518,944$987M0.06%+12,15013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,808,227$577M0.12%+27213F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,506,722$531M0.31%-47,18813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,106,667$470M0.06%+50,82813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,746,436$416M0.08%-327,34113F-HRTimelineGroup
LPL Financial LLC1,791,778$271M0.07%+2,31213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,608,990$244M0.04%-86,72113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,536,717$231M0.02%-109,83513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,499,091$227M+70,659Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,184,494$179M0.06%+14,00413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,178,290$178M-22,276Timeline
US BANCORP \DE\in group US BANCORP \DE\1,103,131$167M0.2%-8,37713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,099,024$166M0.22%-36,28113F-HRTimelineGroup
Howard Capital Management, LLC1,011,427$153M2.5%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding823,675$125M+408,736Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/768,498$116M0.05%-11,32313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC692,694$105M0.01%-1,20813F-HRTimelineGroup
Northside Capital Management, LLC653,948$99M8.69%-3513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC590,546$89.4M0.12%-15,78613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…551,385$83.5M0.15%+43,83813F-HRTimelineGroup
Cetera Investment Advisers539,922$81.7M0.09%+29,89813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC503,672$76.2M0.02%-48,73513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.485,314$73.5M0.11%+103,75613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding482,186$73M-2,943Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…412,591$62.5M0.04%+102,72113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC395,961$59.9M0.07%-5,83513F-HRTimelineGroup
HighTower Advisors, LLC331,481$50.2M0.05%-7913F-HRTimeline
Creative Planningin group Creative Planning317,572$48.1M0.03%+8,96913F-HRTimelineGroup
AMG National Trust Bank313,946$47.5M1.03%+8,80613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP311,822$47.2M0.04%+8,27713F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …300,002$45.4M0.35%-27413F-HRTimelineGroup
CIBC WORLD MARKET INC.283,465$42.9M0.08%-1,97113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK280,769$42.5M0.21%+5,20213F-HRTimelineGroup
MYDA Advisors LLC260,000$39.4M9.29%new13F-HRTimeline
Moment Partners, LLC258,828$39.2M6.99%+1,54713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp253,777$38.4M0.13%+8,20113F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.242,901$36.8M0.06%-13,51713F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA242,129$36.7M0.18%+2,07413F-HRTimelineGroup
Janney Montgomery Scott LLC238,781$36.2M0.09%+18,05113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC230,707$34.9M2.13%+1,59413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC220,488$33.4M0.07%-2,61813F-HRTimelineGroup
Private Advisor Group, LLC213,855$32.4M0.15%+22,56413F-HRTimeline
FMR LLCin group FMR LLC193,751$29.3M<0.01%+25,28113F-HRTimelineGroup
Ellis Investment Partners, LLC189,696$28.7M4.98%-87613F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY184,182$27.9M0.76%-321,50713F-HRTimeline
Valmark Advisers, Inc.181,493$27.5M0.33%+2,38413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources179,913$27.2M0.01%+2,77113F-HRTimelineGroup
Cambridge Investment Research Advisors,…176,755$26.8M0.07%+14,47913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding175,180$26.5M+49,770Timeline
BLAIR WILLIAM & CO/IL165,348$25M0.07%+33313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…163,287$23.6M0.05%-48,84613F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…151,168$22.9M4.94%-19,22313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV150,983$22.9M0.03%-28,49413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/145,765$22.1M0.02%+58113F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD144,903$21.9M1.03%-21,59513F-HRTimeline
&PARTNERS142,798$21.6M0.11%-1,69013F-HRTimeline
Arcus Capital Partners, LLC142,176$21.5M7.74%-26,48613F-HRTimeline
Sterling Investment Advisors, Ltd.266,000$20.8M3.77%+194,53313F-HRTimeline
HB Wealth Management, LLC135,137$20.5M0.13%+1,17113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC132,188$20M0.03%+3,74213F-HRTimelineGroup
Advisory Services Network, LLC132,078$20M0.27%+4,47413F-HRTimeline
Yukon Wealth Management, Inc.128,315$19.4M11.6%-2,63813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT124,552$18.9M1.21%+3,74113F-HRTimeline
Capital Investment Advisors, LLC123,757$18.7M0.27%+4,31513F-HR/ATimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…119,877$18.2M3.77%+1,59213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.122,603$17.4M0.11%+14,83913F-HRTimelineGroup
Round Rock Advisors LLC114,647$17.4M2.66%+3,73413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.109,595$16.6M0.19%-11,04413F-HRTimelineGroup
KWMG, LLC109,170$16.5M1.38%+3,24313F-HRTimeline
NTV Asset Management LLC106,014$16.1M1.76%+32813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS105,702$16M0.01%+48,57813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC104,112$15.8M0.12%-54413F-HRTimeline
DAVENPORT & Co LLC103,563$15.7M0.09%+10,29413F-HRTimeline
Cresset Asset Management, LLC103,168$15.6M0.07%+3,89513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC101,349$15.3M0.06%-11,85713F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…98,909$15M0.04%+26,51113F-HRTimeline
AE Wealth Management LLC98,714$14.9M0.08%+89,19813F-HRTimeline
Powell Investment Advisors, LLC98,520$14.9M5.14%+65913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP95,057$14.4M0.02%-41,09013F-HRTimelineGroup
Steward Partners Investment Advisory, L…93,756$14.2M0.07%+1,17113F-HRTimeline
JGP Wealth Management, LLC92,380$14M1.45%+8,00013F-HRTimeline
Beacon Pointe Advisors, LLC92,235$14M0.07%+9,50313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS91,571$13.9M0.02%+2,56913F-HRTimeline
MML INVESTORS SERVICES, LLC89,086$13.5M0.04%-5,82913F-HRTimeline
North Star Investment Management Corp.82,521$12.5M0.76%+113F-HRTimeline
MAI Capital Management81,582$12.4M0.07%-2,84213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.79,441$12M0.26%+14,80013F-HRTimelineGroup
Quantinno Capital Management LP75,872$11.5M0.02%+30,17913F-HRTimeline
NewEdge Advisors, LLC75,545$11.4M0.04%-3,35613F-HR/ATimeline
FIRST UNITED BANK & TRUST75,016$11.4M3.69%+9,93513F-HRTimeline
Raab & Moskowitz Asset Management LLC74,238$11.2M2.5%+8,89813F-HRTimeline
Sanctuary Advisors, LLC74,171$11.2M0.06%+4413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC72,973$11M0.14%013F-HRTimelineGroup
Integrated Wealth Concepts LLC72,556$11M0.09%+14,49913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC71,361$10.8M0.04%+3,47413F-HRTimelineGroup
White Lighthouse Investment Management …70,643$10.7M1.48%+21113F-HRTimeline
OLD NATIONAL BANCORP /IN/69,172$10.5M0.18%-17,99513F-HRTimeline
SOA Wealth Advisors, LLC.63,420$9.6M1.81%-1,73013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC62,958$9.53M0.45%+1,86713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC62,064$9.4M0.19%-1,75613F-HRTimeline
Asset Advisors Investment Management, L…61,797$9.36M0.89%-1,04613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC61,686$9.34M2.34%-77613F-HRTimeline
IFG Advisors, LLC61,205$9.27M1.52%-54,20913F-HRTimeline
Wealth Management Associates, Inc.60,130$9.1M3.14%+1,46413F-HRTimeline
Pinnacle Financial Group, LLC / IL58,781$8.9M2.44%-4,87813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.58,375$8.84M0.01%13F-HRTimelineGroup
Beaumont Financial Advisors, LLC56,527$8.56M0.59%-15313F-HRTimeline
Mutual Advisors, LLC55,941$8.47M0.18%-4,68013F-HRTimeline
Sequoia Financial Advisors, LLC55,816$8.45M0.05%-1,60313F-HRTimeline
EDGEWOOD MANAGEMENT LLC54,926$8.32M0.05%+3,00013F-HRTimeline
Linscomb Wealth, Inc.54,073$8.19M0.36%-10,67813F-HRTimeline
AMARILLO NATIONAL BANK54,068$8.19M1.45%013F-HRTimeline
BOKF, NAin group BOKF, NA53,865$8.16M0.12%-36,84413F-HRTimelineGroup
Prospera Financial Services Inc53,087$8.04M0.13%+8,75613F-HRTimeline
Stelac Advisory Services LLC53,051$8.03M1.63%+7,44913F-HRTimeline
KCM INVESTMENT ADVISORS LLC52,847$8M0.27%+1313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,154$7.95M<0.01%+11,99013F-HRTimelineGroup
CWM, LLCin group CWM, LLC52,313$7.92M0.02%-1,93513F-HRTimelineGroup
Smithfield Trust Co50,743$7.67M0.33%-64313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …50,495$7.65M0.09%+1,31813F-HRTimelineGroup
Lee Financial Co50,091$7.58M1.07%-1,48813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC49,492$7.49M0.73%+67513F-HRTimeline
NorthCoast Asset Management LLC47,269$7.16M0.17%+2,25913F-HRTimeline
Glenview Trust Co46,932$7.11M0.11%-3013F-HRTimeline
Prime Capital Investment Advisors, LLC46,312$7.01M0.08%+1,22213F-HRTimeline
Verus Financial Partners, Inc.45,808$7M0.63%-8,38613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC46,179$6.99M0.16%013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP45,668$6.91M0.96%+713F-HRTimeline
Clearstead Advisors, LLC44,001$6.66M0.06%+9,43913F-HRTimeline
Wealth Quarterback LLC43,466$6.58M2.59%-3,72713F-HRTimeline
IFP Advisors, Inc43,418$6.57M0.14%+1,50913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …43,077$6.52M1.01%+5013F-HRTimeline
Principle Wealth Partners LLC42,468$6.43M0.37%-44813F-HRTimeline
LMG Wealth Partners, LLC41,653$6.31M1.15%+1,83413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC41,385$6.27M0.33%-5,26813F-HRTimeline
Rathbones Group PLC40,358$6.11M0.02%-58813F-HR/ATimeline
NEW ENGLAND ASSET MANAGEMENT INC39,750$6.02M0.77%013F-HRTimeline
Daybright Advisory Services, Inc.39,372$5.96M1.65%-15713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…38,986$5.9M0.08%-8,93013F-HRTimelineGroup
FOCUS Wealth Advisors, LLC38,931$5.89M2.88%-1,85113F-HRTimeline
Eagle Bay Advisors LLC38,710$5.86M5.17%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.38,433$5.82M1.94%-49413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC38,370$5.81M0.04%-8,23113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding37,087$5.62MnewTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…36,682$5.55M0.03%+3,79513F-HRTimelineGroup
BANK OF HAWAII36,595$5.54M0.29%+97913F-HRTimeline
LANDAAS & CO /WI /ADV36,485$5.52M1.21%+40513F-HRTimeline
Mendel Capital Management LLC36,388$5.51M2.77%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,489$5.37M0.06%+1,36713F-HRTimelineGroup
Balentine LLC35,485$5.37M0.22%-2,11213F-HRTimeline
SIG BROKERAGE, LP34,954$5.29M1.5%013F-HRTimeline
PINNACLE ASSOCIATES LTD34,831$5.27M0.07%+2,61213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC34,582$5.24M0.88%-8113F-HRTimeline
FIRST AMERICAN TRUST, FSB34,492$5.22M0.35%+3,90413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.34,126$5.17M2.39%new13F-HRTimeline
Ironwood Financial, llc34,081$5.16M0.9%-93213F-HRTimeline
SCOTIA CAPITAL INC.33,828$5.12M0.02%-2,94513F-HRTimeline
ALLIANCEBERNSTEIN L.P.35,756$5.05M<0.01%+5,30113F-HRTimeline
ALBION FINANCIAL GROUP /UT32,982$4.99M0.32%013F-HRTimeline
Allworth Financial LP32,978$4.99M0.02%-40913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.32,822$4.97M0.49%-48513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,734$4.96M<0.01%+2,63413F-HRTimelineGroup
Klingman & Associates, LLC32,219$4.88M0.23%+1313F-HRTimeline
HANCOCK WHITNEY CORP31,281$4.86M0.08%-4713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding32,083$4.86M+2,849Timeline
FLOW TRADERS U.S. LLC31,840$4.82M0.15%+21,97213F-HRTimeline
Cornerstone Management, Inc.31,760$4.81M0.77%+23213F-HRTimeline
Omega Financial Group, LLC31,542$4.78M1.57%-1,82913F-HRTimeline
Joseph P. Lucia & Associates, LLC31,425$4.76M1.7%-7913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC31,366$4.75M0.06%+55313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,287$4.74M0.02%-15413F-HRTimelineGroup
Keebeck Wealth Management31,180$4.72M0.53%-5,31113F-HRTimeline
LGL PARTNERS, LLC31,077$4.71M1.94%+20713F-HRTimeline
D.A. DAVIDSON & CO.30,911$4.68M0.03%-87513F-HRTimeline
Arax Advisory Partners30,741$4.65M0.13%+1,28413F-HRTimeline
Scarborough Advisors, LLC30,607$4.63M0.51%new13F-HRTimeline
Sankala Group LLC30,640$4.62M3.77%+17313F-HRTimeline
Fulton Bank, N.A.30,459$4.61M0.16%-1213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.30,203$4.57M0.42%+1,61013F-HRTimelineGroup
FAS Wealth Partners, Inc.30,178$4.57M0.28%-1,34813F-HRTimeline
Mechanics Bank Trust Department30,088$4.56M0.63%-1,00013F-HRTimeline
Independent Advisor Alliance30,025$4.55M0.05%new13F-HRTimeline
St. Clair Advisors, LLC29,817$4.51M1.2%-10913F-HRTimeline
Shulman DeMeo Asset Management LLC29,783$4.51M0.96%-24613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV29,557$4.48M1.62%+64113F-HRTimeline
AlphaCore Capital LLC29,303$4.44M0.11%-62013F-HRTimeline
STOCK YARDS BANK & TRUST CO29,209$4.42M0.14%+12,59613F-HRTimeline
Farther Finance Advisors, LLC29,256$4.42M0.04%+1,18513F-HRTimeline
Taylor Financial Group, Inc.29,069$4.4M2.67%+93213F-HRTimeline
Mine & Arao Wealth Creation & Managemen…28,942$4.38M1.84%+3413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO28,804$4.36M1.21%+1713F-HRTimeline
Tradition Wealth Management, LLC28,752$4.35M0.31%-57813F-HRTimeline
Composition Wealth, LLC28,729$4.35M0.06%-77813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.28,683$4.34M<0.01%-14,84613F-HRTimelineGroup
HighPoint Advisor Group LLC28,455$4.31M0.18%-73813F-HRTimeline
Summit Wealth Partners, LLC28,187$4.27M0.68%+12,06313F-HRTimeline
Wealthfront Advisers LLC28,173$4.27M0.01%+2,70313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC28,112$4.26M0.01%-1,69113F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.27,883$4.22M0.44%+113F-HRTimeline