ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT

Watch

Share

BDVL·09290C715·US·ETF

BDVL (ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT) is held by 37 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($892.9M), LPL Financial LLC ($357.8M), MML INVESTORS SERVICES, LLC ($192.3M). Net institutional sentiment: Mixed.

37

Holders

(5 Elite)

$1.9B

Total Value

66% (38)

Consensus

25 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)45

Insider (Form 4)52

Activist (13D/13G)55

Congressional (STOCK Act)63

Holder Quality

65

★★★★★

Elite

61

★★★★

Strong

73

★★★

Solid

31

★★

Below

30

★

Weak

Held by 37 funds

5 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for BDVL.

Top Holders

Top Holders (37)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	34.4M(+5.6%)	$892.9M	0.2%	+9.36%	40
LPL Financial LLC	Increased	13.8M(+12.6%)	$357.8M	0.1%	+8.73%	35
MML INVESTORS SERVICES, LLC	Increased	7.4M(+25.4%)	$192.3M	0.4%	+8.07%	45
WELLS FARGO & COMPANY/MN	Increased	5.3M(+50.8%)	$137.2M	0.0%	+6.16%	42
JPMORGAN CHASE & CO	Decreased	3.5M(-0.5%)	$89.5M	0.0%	+9.99%	0
Cetera Investment Advisers	Increased	3M(+9.7%)	$76.8M	0.1%	+9.07%	33
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.1M(+3.0%)	$53.5M	0.0%	+9.74%	30
Envestnet Portfolio Solutions, Inc.	Increased	852,768(+8.6%)	$22.2M	0.1%	+8.93%	37
Sequoia Financial Advisors, LLC	Decreased	496,841(-3.0%)	$12.9M	0.1%	+9.91%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	479,625(+759.8%)	$12.5M	0.0%	+2.79%	45
WAWaverly Advisors, LLC	Increased	388,782(+11.3%)	$10.1M	0.1%	+8.87%	31
Sanctuary Advisors, LLC	Decreased	365,322(-0.5%)	$9.5M	0.0%	+9.47%	0
IWIntegrated Wealth Concepts LLC	Increased	165,768(+1.9%)	$4.3M	0.0%	+8.53%	27
CITADEL ADVISORS LLC	New	83,456	$2.2M	0.0%	+2.08%	36
OSAIC HOLDINGS, INC.	Decreased	82,117(-22.8%)	$2.1M	0.0%	+9.99%	0
OPOrion Porfolio Solutions, LLC	Decreased	76,772(-6.2%)	$2M	0.0%	+8.51%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	63,911(-13.7%)	$1.7M	0.0%	+9.86%	0
Aptus Capital Advisors, LLC	Increased	30,243(+1.9%)	$785,713	0.0%	+9.78%	25
BlackRock, Inc.	Increased	27,979(+1.1%)	$726,894	0.0%	+9.89%	17
Private Advisor Group, LLC	Increased	22,798(+4.5%)	$592,285	0.0%	+9.43%	25

Showing 1-20 of 40

Per page:

1 / 2

BDVLISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSTATE STR SPDR S&P 500 ETF T

296 holders · $348.5B

IVVISHARES TR

263 holders · $566.9B

QQQINVESCO QQQ TR

246 holders · $125.8B

VOOVANGUARD INDEX FDS

246 holders · $265B

IWMISHARES TR

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAISHARES TR

221 holders · $47.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer