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Disclosery

DVY ISHARES TR

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Filings received so far for Q3 2026: 88 13F filers report a position in DVY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
KWMG, LLC120,457$18.3M1.32%+5,50813F-HRTimeline
Farther Finance Advisors, LLC33,461$5.09M0.04%+2,99813F-HRTimeline
Gallagher Capital Advisors, LLC31,892$4.85M2.6%+23413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC31,729$4.82M0.06%+47713F-HRTimeline
Shulman DeMeo Asset Management LLC27,939$4.28M0.85%-64713F-HRTimeline
Graves Light Lenhart Wealth, Inc.27,168$4.13M0.39%-7713F-HRTimeline
Valeo Financial Advisors, LLC22,649$3.44M0.07%-1,69813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…16,778$2.55M0.22%-45413F-HRTimelineGroup
PARK NATIONAL CORP /OH/16,485$2.51M0.07%-18713F-HRTimeline
SAPIENT CAPITAL LLC16,474$2.51M0.03%013F-HRTimeline
Avidian Wealth Enterprises, LLC15,949$2.43M0.07%+2,24113F-HRTimeline
Kaydan Wealth Management, Inc.15,479$2.35M0.81%-75113F-HRTimeline
David J Yvars Group15,100$2.3M1.06%+58513F-HRTimeline
Peoples Bank/KS14,817$2.25M2.2%+21713F-HRTimeline
Private Capital Advisors, Inc.13,975$2.13M0.18%013F-HRTimeline
Legacy Private Trust Co.13,084$1.99M0.11%013F-HRTimeline
Sound Income Strategies, LLC10,783$1.68M0.07%+43813F-HRTimeline
Whalen Wealth Management Inc.9,398$1.43M0.61%new13F-HRTimeline
Venture Visionary Partners LLC9,351$1.42M0.04%-25213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,207$1.4M0.09%+29113F-HRTimeline
Apella Capital, LLC8,468$1.3M0.02%+1,46813F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,405$1.28M0.03%-16513F-HRTimeline
GoalVest Advisory LLC8,222$1.25M0.22%+1,64913F-HRTimeline
DAVIDSON TRUST CO8,164$1.24M0.49%-11713F-HRTimeline
CHAPIN DAVIS, INC.7,772$1.18M0.23%-19013F-HRTimeline
EASTERN BANK7,753$1.18M0.02%-7113F-HRTimeline
Versant Capital Management, Inc6,398$973K0.08%-5013F-HRTimeline
Dale Q Rice Investment Management Ltd6,144$934K0.51%-4913F-HRTimeline
Gerald Baker Financial Group LLC6,088$926K0.26%+24113F-HRTimeline
Harpswell Capital Advisors, LLC6,000$912K0.6%013F-HRTimeline
First Citizens Financial Corp5,901$897K0.38%013F-HRTimeline
Dupree Financial Group, LLC5,564$846K0.31%-913F-HRTimeline
Montecito Bank & Trust5,459$830K0.13%+40713F-HRTimeline
CoreCap Advisors, LLC5,096$775K0.02%-5013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,955$754K0.05%013F-HRTimelineGroup
CapWealth Advisors, LLC4,869$740K0.06%-2513F-HRTimeline
Greenfield Savings Bank4,445$676K0.26%-30013F-HRTimeline
Heartwood Wealth Advisors LLC4,370$665K0.05%-713F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,813$580K0.55%+61313F-HRTimeline
Breakwater Capital Group3,784$575K0.07%+713F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.3,774$574K0.31%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,547$539K0.14%-53413F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.3,504$533K0.25%new13F-HR/ATimeline
Bank of New Hampshire3,500$532K0.11%013F-HRTimeline
Wedmont Private Capital3,330$518K0.01%+72413F-HRTimeline
Bangor Savings Bank3,356$510K0.04%013F-HRTimeline
Weaver Consulting Group3,342$508K0.1%013F-HRTimeline
Insight Wealth Strategies, LLC3,173$482K0.05%-313F-HRTimeline
Baring Financial LLC3,033$461K0.25%-21913F-HRTimeline
TrueWealth Advisors, LLC3,000$456K0.1%013F-HRTimeline
FC Advisory LLC2,967$451K0.12%+1613F-HRTimeline
Cambridge Financial Group, LLC2,874$449K0.14%013F-HRTimeline
ROCKLAND TRUST CO2,881$438K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,862$435K0.12%+2,38213F-HRTimeline
ANB BANK2,761$420K0.15%-53913F-HRTimeline
Crumly & Associates Inc.2,495$379K0.07%+86013F-HRTimeline
Gainplan LLC2,487$378K0.15%-7313F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,428$369K0.07%+1013F-HRTimeline
First Heartland Consultants, Inc.2,374$361K0.02%013F-HRTimeline
Montz Harcus Wealth Management LLC2,347$357K0.13%new13F-HRTimeline
GAMMA Investing LLC2,299$350K0.01%013F-HRTimeline
Marquette Asset Management, LLC2,289$348K0.05%013F-HRTimeline
Grove Bank & Trust2,151$327K0.03%-7513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC2,139$325K0.07%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,851$283K0.04%+35613F-HRTimeline
Olistico Wealth, LLC1,853$282K0.12%-186,36013F-HRTimeline
Cooper Financial Group1,799$274K0.02%+7713F-HRTimeline
Canandaigua National Trust Co of Florida1,789$272K0.15%13F-HRTimeline
Hickory Point Bank & Trust1,698$258K0.16%013F-HRTimeline
Successful Portfolios LLC1,640$251K0.12%+14513F-HRTimeline
Green Ridge Wealth Planning LLC1,587$241K0.1%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,512$230K0.03%-1,00013F-HRTimelineGroup
Post Resch Tallon Group Inc.1,500$228K0.16%013F-HRTimeline
Adams Asset Advisors, LLC1,331$202K0.02%013F-HRTimeline
Planning Strategies Inc.1,328$202K0.12%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC925$141K0.1%013F-HRTimeline
Trust Co895$136K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC766$116K0.01%013F-HRTimeline
Davis Capital Management752$114K0.07%-3813F-HRTimeline
CX Institutional412$63K<0.01%+313F-HRTimeline
Roxbury Financial LLC380$57.9K0.04%-613F-HRTimeline
Horizons Wealth Management360$54.7K0.03%13F-HRTimeline
Byrne Asset Management LLC315$48.1K0.03%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP235$35.7K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST230$35K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.100$15.2K<0.01%013F-HRTimeline
Polaris Financial Partners75$11K<0.01%13F-HRTimeline
Central Pacific Bank - Trust Division18$2.74K<0.01%013F-HRTimeline