BDVL
iShares Disciplined Volatility Equity Active ETF · Financial Services · Asset Management
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 32.46M | n/a | $805.20M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 11.56M | n/a | $286.80M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 7.27M | n/a | $180.42M | 0.4% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 3.50M | -49.6% | $86.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 2.68M | n/a | $66.43M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 2.21M | n/a | $54.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.81M | n/a | $44.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 214.77K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 186.84K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 35.76K | n/a | $887,133 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 27.97K | -1.8% | $693,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 24.07K | n/a | $597,135 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 5.78K | -13.2% | $143,275 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 5.22K | n/a | $129,485 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 2.38K | n/a | $59,086 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 2.00K | n/a | $50,675 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 659 | n/a | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 67.43M shares, $1.61B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.