Who owns iShares Disciplined Volatility Equity Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BDVL from SEC Form 13F filings across 101 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 101 institutions disclosed 78.7M shares of iShares Disciplined Volatility Equity Active ETF worth $2.04B — about 121.5% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
101
13F holders
$2.04B
value, 2026 filers
121.5%
of shares outstanding (78.7M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BDVL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 34.4M | $892.9M | 0.2% | 53.1% | +5.6% |
| 2 | LPL Financial LLC | 13.8M | $357.8M | 0.1% | 21.3% | +12.6% |
| 3 | MML INVESTORS SERVICES, LLC | 7.4M | $192.3M | 0.4% | 11.4% | +25.4% |
| 4 | WELLS FARGO & COMPANY/MN | 5.3M | $137.2M | 0.0% | 8.2% | +50.8% |
| 5 | JPMORGAN CHASE & CO | 3.5M | $89.5M | 0.0% | 5.3% | -0.5% |
| 6 | Cetera Investment Advisers | 3.0M | $76.8M | 0.1% | 4.6% | +9.7% |
| 7 | PARK AVENUE SECURITIES LLC | 2.3M | $59.9M | 0.4% | 3.6% | +5.8% |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.1M | $53.5M | 0.0% | 3.2% | +3.0% |
| 9 | Envestnet Portfolio Solutions, Inc. | 852,768 | $22.2M | 0.1% | 1.3% | +8.6% |
| 10 | WBH ADVISORY INC | 802,839 | $20.9M | 1.4% | 1.2% | +3.6% |
| 11 | Sequoia Financial Advisors, LLC | 496,841 | $12.9M | 0.1% | 0.8% | -3.0% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 479,625 | $12.5M | 0.0% | 0.7% | +759.8% |
| 13 | Waverly Advisors, LLC | 388,782 | $10.1M | 0.1% | 0.6% | +11.3% |
| 14 | NorthRock Partners, LLC | 378,158 | $9.8M | 0.1% | 0.6% | -7.6% |
| 15 | Sanctuary Advisors, LLC | 365,322 | $9.5M | 0.0% | 0.6% | -0.5% |
| 16 | World Investment Advisors | 345,448 | $9.0M | 0.1% | 0.5% | +4.6% |
| 17 | Invst, LLC | 339,287 | $8.8M | 0.9% | 0.5% | +8.9% |
| 18 | Beacon Bridge Wealth Partners, LLC | 207,920 | $5.4M | 1.5% | 0.3% | -2.0% |
| 19 | Regal Investment Advisors LLC | 167,905 | $4.4M | 0.2% | 0.3% | +4.9% |
| 20 | Integrated Wealth Concepts LLC | 165,768 | $4.3M | 0.0% | 0.3% | +1.9% |
| 21 | Legacy Wealth Managment, LLC/IDNEW | 140,966 | $3.7M | 1.5% | 0.2% | new |
| 22 | SILVERLAKE WEALTH MANAGEMENT LLC | 123,131 | $3.2M | 0.6% | 0.2% | -0.6% |
| 23 | Cambridge Investment Research Advisors, Inc. | 97,883 | $2.5M | 0.0% | 0.2% | -24.5% |
| 24 | CITADEL ADVISORS LLCNEW | 83,456 | $2.2M | 0.0% | 0.1% | new |
| 25 | OSAIC HOLDINGS, INC. | 82,117 | $2.1M | 0.0% | 0.1% | -22.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.