BDVL
iShares Disciplined Volatility Equity Active ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +29.4% ·
aandelenstroom +1.2% ·
netto nieuwe posities +20.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 3.48M | -0.5% | $83.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 2.70M | +0.6% | $66.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 2.00M | -9.6% | $49.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 106.37K | -50.5% | $2.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 82.30K | Nieuw | $2.03M | 0.0% | New | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 74.05K | -60.4% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 55.78K | Nieuw | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 27.66K | -1.1% | $681,918 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 11.62K | -51.7% | $286,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 6.91K | +32.4% | $170,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 5.70K | -1.3% | $140,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 3.35K | Nieuw | $83,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 2.79K | +17.2% | $68,823 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 2.00K | 0.0% | $49,423 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Cwm, Llc | 659 | 0.0% | $16,244 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 607 | Nieuw | $14,963 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 239 | Nieuw | $5,891 | 0.0% | New | 1 | SEC ↗ |
| 22 | Russell Investments Group, Ltd. | 1 | Nieuw | $25 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| 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% |
Verlaten
| Jane Street Group, Llc | $887,133 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 90 houders, 67.43M aandelen, $1.61B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.