Skip to content

DVYE ISHARES INC

Follow

SHS (fund)

187 managers (189 13F filers) reported a position in DVYE shares at 2025-12-31, 17,770,724 shares in all. 28 filers opened a position and 16 filers sold out during the quarter.

Managers
187
13F filers
189
New
28
Added
75
Reduced
39
Sold out
16
Shares held by filers
17,770,724

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/1,218,945$38M<0.01%+125,10613F-HRTimelineGroup
Creative Planningin group Creative Planning1,094,334$34.1M0.02%-7,06813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,087,489$33.9M<0.01%+93,85313F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…972,150$30.3M0.11%+86,96613F-HRTimelineGroup
UBS Group AGin group UBS Group AG938,171$29.2M0.01%+68,55813F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co820,000$25.6M0.54%+320,00013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…787,773$24.5M0.03%-5,87413F-HRTimelineGroup
LPL Financial LLC733,741$22.9M0.01%+106,57213F-HRTimeline
Cresset Asset Management, LLC527,767$16.4M0.07%+1,48513F-HRTimeline
Trek Financial, LLC396,053$12.3M0.72%+47,78813F-HRTimeline
Mariner, LLCin group Mariner, LLC332,974$10.4M0.01%+38,59913F-HRTimelineGroup
CFS Investment Advisory Services, LLC323,738$10.1M0.74%+80,53513F-HRTimeline
Beta Wealth Group, Inc.311,429$9.7M3.9%-9,89113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp303,326$9.45M<0.01%+42,33913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC282,762$8.81M0.01%-973,25613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO277,124$8.64M<0.01%+113,87313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV269,917$8.41M0.01%+130,00413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD267,953$8.35M0.02%013F-HRTimeline
Revisor Wealth Management LLC241,153$8.02M2.15%-11,73813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC253,754$7.91M0.02%+4,36613F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC250,000$7.79M0.3%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC250,000$7.79M0.01%-246,78413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA244,320$7.61M<0.01%+3,70413F-HRTimelineGroup
Argent Advisors, Inc.233,532$7.28M2.03%-14,99413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC231,832$7.22M0.01%-42,07213F-HRTimeline
Peregrine Asset Advisers, Inc.210,037$6.54M1.85%+170,54313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.201,155$6.27M0.01%+52,05113F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding190,879$5.95M+2,660Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP180,877$5.64M0.01%+7,46313F-HRTimelineGroup
3EDGE Asset Management, LP177,304$5.52M0.29%+7,35413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP145,682$4.54M<0.01%-2,07313F-HRTimelineGroup
&PARTNERS140,233$4.37M0.02%+2,40813F-HRTimeline
Crescent Grove Advisors, LLC139,341$4.34M0.41%+1,34713F-HRTimeline
Cetera Investment Advisers130,678$4.07M<0.01%+45,47313F-HRTimeline
Pekin Hardy Strauss, Inc.123,995$3.86M0.36%+54,11313F-HRTimeline
Janney Montgomery Scott LLC109,694$3.42M0.01%+27,37713F-HRTimeline
Integrated Advisors Network LLC108,421$3.38M0.15%+14,85913F-HRTimeline
NewEdge Advisors, LLC108,066$3.37M0.01%-152,55513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding105,198$3.28M+16,894Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC103,236$3.22M<0.01%+18,38713F-HRTimelineGroup
Grange Capital, LLC103,144$3.21M3.08%-47213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…100,700$3.21M<0.01%+12,05313F-HRTimeline
Steward Partners Investment Advisory, L…96,079$2.99M0.02%-4,45013F-HRTimeline
Thrive Capital Management, LLC93,957$2.93M0.65%-1,14713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…89,535$2.79M0.03%+2,51213F-HRTimelineGroup
Ariadne Wealth Management, LP73,201$2.55M1.05%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments80,164$2.5M0.15%-9,44113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.79,529$2.48M0.02%+2,95913F-HRTimelineGroup
SG Trading Solutions, LLC77,892$2.43M0.56%13F-HRTimeline
Sanctuary Advisors, LLC72,208$2.25M0.01%+13,29113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding69,042$2.15M+61,186Timeline
Anson Capital, Inc.63,823$1.99M1.45%+18,04413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC60,815$1.9M<0.01%+50,24213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,038$1.71M<0.01%-11,47513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC52,290$1.63M0.01%+4013F-HRTimelineGroup
Wealthspire Advisors, LLC51,658$1.61M0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,001$1.59M<0.01%-3,94813F-HRTimelineGroup
Ipsen Advisor Group LLC49,278$1.54M1.09%+87713F-HRTimeline
180 WEALTH ADVISORS, LLC47,739$1.49M0.17%+2,94113F-HRTimeline
Wealthfront Advisers LLC45,525$1.42M<0.01%-90113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,313$1.41M<0.01%+6,42013F-HR/ATimelineGroup
DORVAL Corp44,729$1.39M0.44%013F-HRTimeline
Crestwood Advisors Group, LLC44,119$1.37M0.02%+313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…43,985$1.37M0.01%-3,15713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,149$1.34M<0.01%-1,66213F-HR/ATimelineGroup
Private Advisor Group, LLC42,223$1.32M0.01%+1,43313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC40,709$1.27M0.09%+11,13813F-HRTimeline
HANCOCK WHITNEY CORP39,691$1.24M0.02%+35613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…39,208$1.22M0.02%-8213F-HRTimelineGroup
OLD MISSION CAPITAL LLC34,945$1.09M0.04%-58,12713F-HRTimeline
World Investment Advisors32,017$998K0.02%+21613F-HR/ATimeline
Vantage Financial Partners, LLC30,270$943K0.19%+41213F-HRTimeline
bLong Financial, LLC28,361$884K0.62%-44313F-HRTimeline
D.A. DAVIDSON & CO.27,865$868K0.01%+3,70013F-HRTimeline
Encompass More Asset Management27,778$866K0.16%new13F-HRTimeline
Astoria Portfolio Advisors LLC.24,377$855K0.19%new13F-HRTimeline
Stonebridge Wealth Management, LLC27,227$848K0.8%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.26,957$840K0.08%013F-HRTimeline
10Elms LLP26,106$813K0.75%013F-HRTimeline
Cambridge Investment Research Advisors,…25,994$810K<0.01%-4,78113F-HRTimeline
MAI Capital Management25,535$796K<0.01%+23,77113F-HRTimeline
Navis Wealth Advisors, LLC25,525$795K0.34%new13F-HRTimeline
Cascade Financial Partners, LLC24,213$754K0.08%+113F-HRTimeline
NTV Asset Management LLC23,800$742K0.08%new13F-HRTimeline
BCS Private Wealth Management, Inc.23,791$741K0.25%+52613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,983$716K<0.01%+9,50313F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP21,540$671K0.28%+34013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,205$661K0.02%+2,49513F-HRTimelineGroup
SWEENEY & MICHEL, LLC18,646$658K0.19%+15613F-HRTimeline
CIBC WORLD MARKET INC.20,486$638K<0.01%new13F-HRTimeline
Marble Harbor Investment Counsel, LLC20,400$636K0.07%-4,90013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,400$636K0.01%-1,30013F-HRTimelineGroup
WINNACLE WEALTH LLC19,454$623K0.46%-1,66013F-HRTimeline
BARRETT & COMPANY, INC.19,734$615K0.21%-33413F-HRTimeline
Eagle Strategies LLC18,683$582K0.07%+91613F-HRTimeline
COMERICA BANK17,749$553K<0.01%-7113F-HRTimeline
MGO ONE SEVEN LLC17,726$552K0.01%new13F-HRTimeline
Integrity Advisory Solutions, LLC15,928$496K0.07%+98413F-HRTimeline
Eagle Bluffs Wealth Management LLC15,879$495K0.2%+17013F-HRTimeline
Hyundai Investments Co., Ltd.14,536$454K0.44%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC14,502$452K0.01%+2,71513F-HRTimeline
Investment Research Partners LLC14,211$443K0.19%+32013F-HRTimeline
Advyzon Investment Management, LLC13,785$430K0.05%+1,82713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.13,686$426K<0.01%+6,59613F-HRTimelineGroup
INVESTED ADVISORS13,163$410K0.42%new13F-HRTimeline
MML INVESTORS SERVICES, LLC12,791$399K<0.01%+1,84113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC12,693$396K0.08%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…12,004$374K0.11%+5013F-HRTimeline
Regal Investment Advisors LLC11,787$367K0.02%+93413F-HRTimeline
Gladstone Institutional Advisory LLC11,645$363K0.01%+3,26013F-HRTimeline
Sowa Financial Group, Inc.11,617$362K0.19%-1,41013F-HRTimeline
IHT Wealth Management, LLC11,589$361K0.01%+76013F-HRTimeline
VestGen Advisors, LLC11,414$356K0.02%-38713F-HRTimeline
Elgethun Capital Management10,925$340K0.06%013F-HRTimeline
D.B. Root & Company, LLC10,850$338K0.08%new13F-HRTimeline
REDW Wealth LLC10,497$327K0.12%013F-HRTimeline
IFP Advisors, Inc9,606$299K0.01%+5,06413F-HRTimeline
Oakmont Advisory Group, LLC9,524$297K0.32%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,500$296K<0.01%13F-HRTimelineGroup
Western Wealth Management, LLC9,413$293K0.01%+1,37113F-HRTimeline
Avior Wealth Management, LLC9,145$285K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,136$284K<0.01%-4,84413F-HRTimelineGroup
Balboa Wealth Partners8,909$278K0.05%-65013F-HRTimeline
Sigma Planning Corp8,620$269K0.01%-50813F-HRTimeline
Wedmont Private Capital8,385$267K0.01%+11313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,284$258K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC8,241$257K<0.01%+22413F-HRTimeline
Abundance Wealth Counselors7,671$239K0.04%-19413F-HRTimeline
Intrua Financial, LLC7,500$234K0.03%013F-HRTimeline
Crumly & Associates Inc.7,395$230K0.05%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,230$225K0.01%new13F-HRTimelineGroup
CHOREO, LLC7,013$220K<0.01%013F-HRTimeline
Straight Path Wealth Management6,850$213K0.06%new13F-HRTimeline
Prospera Financial Services Inc6,770$211K<0.01%new13F-HRTimeline
CIBC Asset Management Inc6,753$210K<0.01%-1,56213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,644$207K<0.01%new13F-HR/ATimelineGroup
Braeburn Wealth Management LLC6,575$205K0.1%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,492$202K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,480$202K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.5,800$181K0.05%013F-HRTimeline
Asset Dedication, LLC5,572$174K0.01%-39313F-HRTimeline
Security National Bank4,947$154K0.02%013F-HRTimeline
TFC Financial Management, Inc.2,750$85.7K0.01%+40613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,500$77.9K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…2,445$76.2K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,264$70.5K<0.01%013F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC1,839$57.3K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,740$54.2K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,625$50.6K<0.01%013F-HRTimeline
Triumph Capital Management1,545$48.1K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,370$42.7K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,363$42.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,295$40.4K<0.01%-82513F-HRTimelineGroup
Sunrise Financial Services, LLC1,263$39.4K0.03%13F-HRTimeline
Planning Project LLC1,216$37.9K0.01%13F-HRTimeline
Godfrey Financial Associates, Inc.1,017$31.7K0.03%13F-HRTimeline
Smartleaf Asset Management LLC1,003$31.3K<0.01%-413F-HRTimeline
Geneos Wealth Management Inc.939$29.3K<0.01%013F-HRTimeline
AE Wealth Management LLC857$26.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…850$26.5K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc806$25.1K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC636$19.8K0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.630$19.6K0.06%013F-HRTimeline
Blume Capital Management, Inc.625$19.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO488$15.6K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.461$14.4K0.01%13F-HRTimeline
SIMPLEX TRADING, LLC370$11.5K<0.01%+26913F-HRTimeline
Cherry Tree Wealth Management, LLC281$8.76K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC271$8.64K<0.01%013F-HRTimeline
Global Retirement Partners, LLC263$8.2K<0.01%+313F-HRTimeline
CWM, LLCin group CWM, LLC230$7K<0.01%013F-HRTimelineGroup
City State Bank185$5.76K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN175$5.47K<0.01%-8,23413F-HRTimelineGroup
Atomic Invest LLC161$5.04K<0.01%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL160$4.99K<0.01%013F-HRTimeline
WestEnd Advisors, LLC147$4.58K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC101$3.16K<0.01%+113F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…101$3.15K<0.01%+9013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…61$1.9K<0.01%013F-HRTimeline
Solstein Capital, LLC58$1.81K<0.01%013F-HRTimeline
NVWM, LLC51$1.57K<0.01%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC29$904<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.25$779<0.01%013F-HRTimeline
Glassman Wealth Services13$405<0.01%013F-HRTimeline
Sankala Group LLC8$293<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.6$186<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC0$4<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.