BDVL
iShares Disciplined Volatility Equity Active ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +29.4% ·
share flow +1.2% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +3 | 70.10M | $1.82B | +5 | −2 |
| Q1 2026 | 22 | +5 | 62.73M | $1.54B | +6 | −1 |
| Q4 2025 | 17 | 0 | 62.00M | $1.54B | — | — |
| Q3 2025 | 3 | +2 | 6.97M | $174.36M | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 32.55M | +0.3% | $802.24M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 12.23M | +5.8% | $301.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 5.90M | -18.9% | $145.47M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 3.50M | +93.2% | $86.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 3.50M | +93.2% | $86.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 3.48M | -0.5% | $83.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 3.48M | -0.5% | $83.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 2.70M | +0.6% | $66.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 2.00M | -9.6% | $49.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 106.37K | -50.5% | $2.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 106.37K | -50.5% | $2.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 82.30K | New | $2.03M | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 74.05K | -60.4% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 55.78K | New | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 27.66K | -1.1% | $681,918 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 11.62K | -51.7% | $286,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 6.91K | +32.4% | $170,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 5.70K | -1.3% | $140,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 3.35K | New | $83,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 2.79K | +17.2% | $68,823 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 2.00K | 0.0% | $49,423 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Cwm, Llc | 659 | 0.0% | $16,244 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 607 | New | $14,963 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 239 | New | $5,891 | 0.0% | New | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 1 | New | $25 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Rockefeller Capital… | $2.03M | 0.0% |
| Susquehanna International… | $1.38M | 0.0% |
| Royal Bank Of Canada | $83,000 | 0.0% |
| Bnp Paribas Financial Markets | $14,963 | 0.0% |
| UBS Group AG | $5,891 | 0.0% |
| Russell Investments Group… | $25 | 0.0% |
Exited
| Jane Street Group, Llc | $887,133 | was 0.0% |
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.