证券记录 · 已归档季度
BDVL
iShares Disciplined Volatility Equity Active ETF · Financial Services · Asset Management
24被追踪持有人
+3Δ持有人
70.10M持有股份
$1.82B报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +14.3% ·
股份流向 +11.7% ·
净新建仓位 +12.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 34.37M | +5.6% | $892.92M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 13.77M | +12.6% | $357.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 7.40M | +25.4% | $192.34M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 5.28M | +50.8% | $137.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 5.28M | +50.8% | $137.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 3.46M | -0.5% | $89.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 3.46M | -0.5% | $89.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Cetera Investment Advisers | 2.96M | +9.7% | $76.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 2.06M | +3.0% | $53.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 479.62K | +759.8% | $12.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 83.46K | 新增 | $2.17M | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 82.12K | -22.8% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 82.12K | -22.8% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 63.91K | -13.7% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 27.98K | +1.1% | $726,894 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 10.55K | -9.2% | $274,089 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Fifth Third Bancorp | 10.04K | 新增 | $260,735 | 0.0% | New | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 8.47K | +22.5% | $219,965 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 8.07K | 新增 | $209,580 | 0.0% | New | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 8.07K | 新增 | $209,580 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 7.11K | +2874.9% | $184,718 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 3.51K | +4.7% | $91,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 3.41K | +22.3% | $88,696 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 3.14K | -45.0% | $81,467 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 2.31K | 新增 | $59,988 | 0.0% | New | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 2.00K | 0.0% | $52,090 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.59K | 新增 | $41,230 | 0.0% | New | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 217 | -64.2% | $5,638 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $2.17M | 0.0% |
| Fifth Third Bancorp | $260,735 | 0.0% |
| Raymond James Financial Inc | $209,580 | 0.0% |
| Raymond James Financial Inc | $209,580 | 0.0% |
| Qube Research & Technologies… | $59,988 | 0.0% |
| Morgan Stanley | $41,230 | 0.0% |
已清仓
| Rockefeller Capital… | $2.03M | 曾为 0.0% |
| Russell Investments Group… | $25 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 90 持有人, 67.43M 股份, $1.61B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据