BDVL
iShares Disciplined Volatility Equity Active ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding):
keluasan pemegang +29.4% ·
aliran saham +1.2% ·
posisi baru bersih +20.0%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasif) | 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 | Baru | $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 | Baru | $14,963 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 239 | Baru | $5,891 | 0.0% | New | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 1 | Baru | $25 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Jane Street Group, Llc | $887,133 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 90 pemegang, 67.43M saham, $1.61B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.