HDV ISHARES TR

CORE HIGH DV ETF (fund)

801 managers (813 13F filers) reported a position in HDV shares at 2025-12-31, 42,885,841 shares in all. 48 filers opened a position and 51 filers sold out during the quarter.

Managers: 801
13F filers: 813
New: 48
Added: 323
Reduced: 229
Sold out: 51
Shares held by filers: 42,885,841

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.

Holder	Shares	Value	% of portfolio	Change	Source
Focus Financial Network, Inc.	5,368	$653K	0.02%	+9	13F-HR Timeline
GWN SECURITIES INC.	5,347	$650K	0.13%	+889	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	5,338	$649K	0.02%	+875	13F-HR Timeline Group
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	5,319	$647K	0.38%	0	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	5,300	$645K	<0.01%	0	13F-HR Timeline Group
Sovereign Financial Group, Inc.	5,283	$642K	0.11%	-163	13F-HR Timeline
BCS Wealth Management	5,265	$640K	0.06%	+2,529	13F-HR Timeline
Sequoia Financial Advisors, LLC	5,165	$628K	<0.01%	+1,590	13F-HR Timeline
Integrated Advisors Network LLC	5,134	$624K	0.03%	-1,024	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	5,131	$624K	0.02%	+14	13F-HR Timeline
EVERPAR ADVISORS LLC	5,077	$617K	0.23%	+1,431	13F-HR Timeline
Helium Advisors LLC	5,071	$617K	0.62%	-272	13F-HR Timeline
David J Yvars Group	4,992	$607K	0.32%	+180	13F-HR Timeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD	4,990	$607K	<0.01%	0	13F-HR Timeline Group
INVESTMENT PARTNERS, LTD.	4,900	$596K	0.21%	-1,714	13F-HR Timeline
Destination Wealth Management	4,878	$593K	0.02%	0	13F-HR Timeline
NorthRock Partners, LLC	4,862	$591K	0.01%	0	13F-HR Timeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC	4,839	$588K	0.03%	0	13F-HR Timeline Group
Milestone Asset Management Group, LLC	4,777	$581K	0.33%	+2,748	13F-HR Timeline
Savant Capital, LLCin group Savant Capital, LLC	4,748	$577K	<0.01%	-211	13F-HR Timeline Group
RFG Advisory, LLC	4,672	$568K	0.01%	+443	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	4,634	$563K	0.19%	+34	13F-HR Timeline Group
TRUST POINT INC.	4,622	$562K	0.04%	0	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	4,605	$560K	0.01%	-89	13F-HR Timeline
Independent Wealth Network Inc.	4,554	$554K	0.17%	+62	13F-HR Timeline
PMG Wealth Management, Inc.	4,550	$553K	0.41%	0	13F-HR Timeline
CGN Advisors LLC	4,524	$550K	0.04%	+46	13F-HR Timeline
Trust Co	4,523	$550K	0.05%	+393	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	4,517	$549K	0.01%	-150	13F-HR Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP	4,505	$548K	<0.01%	0	13F-HR Timeline Group
Penobscot Investment Management Company…	4,500	$547K	0.04%	0	13F-HR Timeline
Chatterton & Associates Inc.	4,491	$546K	0.47%		13F-HR Timeline
Birchcreek Wealth Management, LLC	4,465	$543K	0.27%	+874	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	4,350	$529K	0.01%	-23	13F-HR Timeline
Olde Wealth Management, LLC	4,322	$525K	0.16%	0	13F-HR Timeline
Compound Planning, Inc.	4,308	$524K	0.02%	+174	13F-HR Timeline
INDEPENDENT FINANCIAL GROUP, LLC	4,202	$511K	0.01%	-742	13F-HR Timeline
BROOKS, MOORE & ASSOCIATES, INC.	4,194	$510K	0.25%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	4,190	$509K	0.11%	+17	13F-HR Timeline
Richwood Investment Advisors, LLC	3,708	$508K	0.36%	-245	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	4,108	$500K	0.12%	+68	13F-HR Timeline
Geneos Wealth Management Inc.	4,106	$499K	0.01%	+495	13F-HR Timeline
Fort Sheridan Advisors LLC	4,102	$499K	0.06%	+24	13F-HR Timeline
Coastal Bridge Advisors, LLC	4,085	$497K	0.04%	+5	13F-HR Timeline
HCR Wealth Advisors	4,054	$493K	0.05%	-26	13F-HR Timeline
Hixon Zuercher, LLC	4,011	$488K	0.15%	+18	13F-HR Timeline
MERIDIAN MANAGEMENT CO	4,000	$486K	0.12%	0	13F-HR Timeline
Navis Wealth Advisors, LLC	3,984	$484K	0.21%	new	13F-HR Timeline
Clear Harbor Asset Management, LLC	3,964	$482K	0.03%	+1,959	13F-HR Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA	3,937	$479K	<0.01%	-156	13F-HR Timeline Group
GC Wealth Management RIA, LLC	3,911	$476K	0.02%	0	13F-HR Timeline
Pacific Sun Financial Corp	3,909	$475K	0.23%	-240	13F-HR Timeline
Baring Financial LLC	3,886	$473K	0.29%	-733	13F-HR Timeline
Bluespring Wealth Management, LLC	3,873	$471K	0.04%	+258	13F-HR Timeline
1 NORTH WEALTH SERVICES LLC	3,867	$470K	0.17%	+49	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	3,866	$470K	0.02%	-25	13F-HR Timeline
Abundance Wealth Counselors	3,860	$469K	0.08%	new	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	3,839	$467K	0.22%	+36	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	3,838	$467K	0.03%	+421	13F-HR Timeline
Mission Creek Capital Partners, Inc.	3,826	$465K	0.09%	-584	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	3,824	$465K	0.04%	+12	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	3,801	$462K	0.05%	-186	13F-HR Timeline
Tennessee Valley Asset Management Partn…	3,788	$461K	0.06%	+27	13F-HR Timeline
Zullo Investment Group, Inc.	3,750	$456K	0.17%	0	13F-HR Timeline
EQUITABLE TRUST CO	3,738	$455K	0.02%	0	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	6,546	$454K	0.12%	+2,709	13F-HR Timeline
Capital Investment Advisors, LLC	3,700	$450K	0.01%	+178	13F-HR Timeline
KINTRA WEALTH, LLC	3,698	$450K	0.06%	+1,092	13F-HR Timeline
Symphony Financial, Ltd. Co.	3,671	$449K	0.06%	+1,371	13F-HR Timeline
Meridian Wealth Management, LLC	3,677	$447K	0.02%	+323	13F-HR Timeline
MGO ONE SEVEN LLC	3,637	$442K	0.01%	-52	13F-HR Timeline
RIK SAYLOR FINANCIAL, INC.	3,630	$441K	0.32%	+8	13F-HR Timeline
Shepherd Financial Partners LLC	3,625	$441K	0.04%	-75	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	3,614	$439K	0.02%	-556	13F-HR Timeline
Firestone Capital Management	3,600	$438K	0.09%	0	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	3,567	$434K	0.03%	-50	13F-HR Timeline
Oakmont Advisory Group, LLC	3,564	$433K	0.46%		13F-HR Timeline
Premier Private Wealth Management LLC	3,256	$431K	0.45%		13F-HR Timeline
HBK Sorce Advisory LLC	3,133	$429K	0.01%	+598	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	3,529	$429K		+1,406	Timeline CARY STREET PARTNERS FINANCIAL LLC: 3,351 (0.01%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: 178 (0.01%) 13F-HR
Ausdal Financial Partners, Inc.	3,510	$427K	0.02%	+498	13F-HR Timeline
Greenline Partners, LLC	3,496	$425K	0.05%	0	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	3,495	$425K	0.21%	0	13F-HR Timeline
Eley Financial Management, Inc	3,466	$422K	0.15%	-77	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	3,463	$421K	0.01%	+21	13F-HR Timeline
Phoenix Wealth Advisors	3,424	$416K	0.16%	+1,498	13F-HR Timeline
Shum Financial Group, Inc.	3,421	$416K	0.3%	+43	13F-HR Timeline
Madison Wealth Partners, Inc	3,400	$414K	0.08%	-427	13F-HR Timeline
Evelyn Partners Group Ltdgroup of 2 filers holding	3,384	$412K		0	Timeline Evelyn Partners Asset Management …: 3,304 (0.09%) 13F-HR Evelyn Partners Investment Manage…: 80 (<0.01%) 13F-HR
TrueWealth Advisors, LLC	3,372	$410K	0.11%	0	13F-HR Timeline
Perennial Investment Advisors, LLC	3,350	$407K	0.03%	-28	13F-HR Timeline
SNOWWATER INVESTMENT PARTNERS, LLC	3,350	$407K	0.38%		13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	3,341	$406K	0.12%	+16	13F-HR Timeline
BECKER CAPITAL MANAGEMENT INC	3,336	$406K	0.01%	-275	13F-HR Timeline
Compass Financial Services Inc	3,331	$405K	0.17%	+488	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	3,338	$405K	0.06%	+55	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	3,329	$405K	<0.01%	+695	13F-HR Timeline Group
Sageworth Trust Co	3,321	$404K	0.02%	0	13F-HR Timeline
Eagle Strategies LLC	3,292	$400K	0.05%	-860	13F-HR Timeline
Alpha Omega Wealth Management LLC	3,280	$399K	0.07%	0	13F-HR Timeline
OakTrust Wealth Advisors, LLC	3,278	$399K	0.37%		13F-HR Timeline
Cypress Wealth Services, LLC	3,224	$392K	0.05%	+2	13F-HR Timeline
Interchange Capital Partners, LLC	3,206	$390K	0.07%	0	13F-HR Timeline
HANOVER ADVISORS INC	3,199	$389K	0.15%	0	13F-HR Timeline
TSFG, LLC	3,195	$389K	0.06%	-75	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	3,188	$388K	0.05%	-1,953	13F-HR Timeline
Washington Trust Advisors, Inc.	3,182	$387K	0.03%	0	13F-HR Timeline
WBH ADVISORY INC	3,175	$386K	0.03%	+10	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	3,154	$384K	<0.01%	0	13F-HR Timeline
Circle Wealth Management, LLC	3,144	$382K	0.01%	new	13F-HR Timeline
AMERIFLEX GROUP, INC.	3,103	$377K	0.2%	+2,547	13F-HR Timeline
Gateway Wealth Partners, LLC	3,092	$376K	0.04%	-554	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	3,090	$376K	0.26%	+23	13F-HR Timeline
Urban Wealth Management, LLC	3,079	$374K	0.35%		13F-HR Timeline
New England Private Wealth Advisors LLC	3,077	$374K	0.05%	0	13F-HR/A Timeline
AlphaStar Capital Management, LLC	3,073	$374K	0.03%	-181	13F-HR Timeline
PFG Advisors	3,064	$373K	0.02%	-8,508	13F-HR Timeline
Vantage Financial Partners, LLC	3,042	$370K	0.08%	-29	13F-HR Timeline
SFMG, LLC	3,029	$368K	0.02%	+25	13F-HR Timeline
Citizens National Bank Trust Department	3,025	$368K	0.06%	0	13F-HR Timeline
Quantum Portfolio Management LLC	3,015	$367K	0.16%	-4,845	13F-HR Timeline
BARRETT & COMPANY, INC.	3,015	$367K	0.12%	+13	13F-HR Timeline
DIVERSIFIED TRUST CO	3,011	$366K	0.01%	0	13F-HR Timeline
CFM WEALTH PARTNERS LLC	2,947	$358K	0.05%	-67	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	2,936	$357K	0.01%	+16	13F-HR Timeline
Gen-Wealth Partners Inc	2,904	$353K	0.11%	0	13F-HR Timeline
TRUST CO OF VERMONT	2,836	$345K	0.01%	+322	13F-HR Timeline
ARS Wealth Advisors Group, LLC	2,814	$342K	0.03%	-62	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	2,805	$341K	0.2%	0	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	2,804	$341K	0.07%	+384	13F-HR Timeline
Brookstone Capital Managementin group Brookstone Capital Management	2,770	$337K	<0.01%	-104	13F-HR Timeline Group
Integrity Advisory Solutions, LLC	2,746	$334K	0.05%	+345	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	2,740	$333K	0.02%	-21	13F-HR Timeline
Concentrum Wealth Management	2,727	$332K	0.09%	-384	13F-HR Timeline
GDS Wealth Management	2,725	$331K	0.02%	-56	13F-HR Timeline
SMITH, MOORE & CO.	2,720	$331K	0.03%	0	13F-HR Timeline
HBW ADVISORY SERVICES LLC	2,720	$331K	0.04%	+27	13F-HR Timeline
Alpha Financial Partners LLC	2,718	$331K	0.2%	new	13F-HR Timeline
KMG FIDUCIARY PARTNERS, LLC	2,710	$330K	0.02%	-10	13F-HR Timeline
SageView Advisory Group, LLC	2,703	$329K	0.01%	0	13F-HR Timeline
SYKON CAPITAL LLC	2,700	$328K	0.11%	+458	13F-HR Timeline
Dynamic Advisor Solutions LLC	2,676	$325K	0.01%	-349	13F-HR Timeline
Note Advisors, LLC	2,533	$324K	0.17%	+25	13F-HR Timeline
Shira Ridge Wealth Management	2,636	$321K	0.13%	-196	13F-HR Timeline
Main Street Financial Solutions, LLC	2,618	$318K	0.02%	+495	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	2,615	$318K	0.01%	0	13F-HR Timeline
Atlatl Advisers LLC	2,613	$318K	0.12%	-65	13F-HR Timeline
WealthBridge Capital Management, LLC	2,584	$314K	0.07%	+1	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	2,554	$312K	<0.01%	0	13F-HR Timeline Group
Financial Insights, Inc.	2,527	$307K	0.1%	0	13F-HR Timeline
Smith Salley Wealth Management	2,498	$304K	0.02%	+22	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	2,495	$303K	0.02%	0	13F-HR Timeline
Betterment LLC	2,495	$303K	<0.01%	new	13F-HR Timeline
Index Technologies Group LLC	2,482	$302K	0.32%		13F-HR Timeline
Hamrick Investment Counsel, llc	2,480	$302K	0.22%		13F-HR Timeline
Glen Eagle Advisors, LLC	2,474	$301K	0.04%	0	13F-HR Timeline
Continuum Advisory, LLC	2,459	$299K	0.03%	-960	13F-HR Timeline
MEANS INVESTMENT CO., INC.	2,453	$298K	0.03%	-307	13F-HR Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	2,430	$296K	<0.01%	-3,804	13F-HR Timeline Group
Essex Bankin group Essex Financial Services, Inc.	2,427	$295K	0.06%	0	13F-HR Timeline Group
Summit Financial, LLC	2,424	$295K	<0.01%	+50	13F-HR Timeline
Cornerstone Wealth Group, LLC	2,419	$294K	0.02%	+65	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	2,405	$292K	0.01%	-142	13F-HR Timeline
Perigon Wealth Management, LLC	2,385	$290K	0.01%	+3	13F-HR Timeline
STEEL GROVE CAPITAL ADVISORS, LLC	2,380	$289K	0.03%	new	13F-HR Timeline
Kingdom Financial Group LLC.	2,367	$288K	0.09%	new	13F-HR Timeline
STERLING INVESTMENT ADVISORS LLC /ADV	2,365	$288K	0.14%	0	13F-HR Timeline
Retirement Planning Group, LLC	2,353	$286K	0.01%	-500	13F-HR Timeline
Gotham Asset Management, LLC	2,328	$283K	<0.01%	0	13F-HR Timeline
Tyche Wealth Partners LLC	2,312	$281K	0.04%	+59	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	2,312	$281K	0.02%	0	13F-HR/A Timeline
Valued Retirements, Inc.	2,298	$279K	0.27%	+4	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	2,294	$279K	<0.01%	+30	13F-HR Timeline Group
Vertex Planning Partners, LLC	2,283	$278K	0.06%	-214	13F-HR Timeline
Bouchey Financial Group, Ltd.	2,275	$277K	0.02%	new	13F-HR Timeline
Bison Wealth, LLC	2,088	$276K	0.03%	+356	13F-HR Timeline
Moors & Cabot, Inc.	2,262	$275K	0.01%	+443	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	2,246	$273K	<0.01%	-240	13F-HR Timeline
Comprehensive Financial Consultants Ins…	2,232	$271K	0.08%	0	13F-HR Timeline
Round Rock Advisors LLC	2,227	$271K	0.04%	0	13F-HR/A Timeline
Visionary Wealth Advisors	2,220	$270K	0.01%	+8	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	2,219	$270K	0.02%	new	13F-HR Timeline Group
WESBANCO BANK INC	2,204	$268K	0.01%	0	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	2,198	$267K	0.01%	-327	13F-HR Timeline Group
Verdence Capital Advisors LLC	2,197	$267K	0.02%	+3	13F-HR Timeline
BEACON FINANCIAL GROUP	2,194	$267K	0.03%	-55	13F-HR Timeline
Chemistry Wealth Management LLC	2,176	$265K	0.05%	0	13F-HR Timeline
Prime Capital Investment Advisors, LLC	2,167	$263K	<0.01%	+72	13F-HR Timeline
Impact Partnership Wealth, LLC	2,161	$263K	0.03%	new	13F-HR Timeline
Patton Albertson Miller Group, LLC	2,152	$262K	0.03%	-425	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	2,148	$261K	0.02%	+13	13F-HR Timeline
Performance Wealth Partners, LLC	2,127	$259K	0.01%	-117	13F-HR Timeline
NWF Advisory Services Inc.	2,124	$258K	0.03%	-43	13F-HR Timeline
High Falls Advisors, Inc	2,096	$255K	0.05%	+20	13F-HR Timeline
MILLER HOWARD INVESTMENTS INC /NY	2,086	$254K	0.01%	new	13F-HR Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…	2,077	$253K	0.05%	0	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	2,076	$252K	0.01%	-19	13F-HR/A Timeline
Composition Wealth, LLC	2,070	$252K	<0.01%	new	13F-HR Timeline
Harbor Group, Inc.	2,029	$247K	0.04%	new	13F-HR Timeline
Jackson Hole Capital Partners, LLC	2,028	$247K	0.04%	0	13F-HR Timeline