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Institutional Ownership · SEC Form 13F

Who owns iShares Select Dividend ETF (DVY)


Which tracked institutional funds hold DVY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DVY company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,376
Institutional holders
67M
Shares held (tracked funds)

How the tape is positioned

195 tracked funds added or opened DVY while 99 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

DVY’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes DVY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in DVY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 1376 tracked filers holding DVY, 524 increased or opened the position and 581 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in DVY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 28

  • Evelyn Partners Group Ltd$25M
  • Qube Research & Technologies Ltd$18M
  • NewEdge Advisors, LLC$12M
  • GTS SECURITIES LLC$6M
  • J.W. COLE ADVISORS, INC.$6M
  • Gallagher Capital Advisors, LLC$5M

Full exits 52

  • HighTower Advisors, LLC$50M
  • Janney Montgomery Scott LLC$36M
  • Cambridge Investment Research Advisors, Inc.$27M
  • CWM, LLC$8M
  • Smithfield Trust Co$8M
  • Vivaldi Capital Management LP$7M

Largest adds

  • MORGAN STANLEY$40M
  • WELLS FARGO & COMPANY/MN$28M
  • JPMORGAN CHASE & CO$23M
  • ENVESTNET ASSET MANAGEMENT INC$21M
  • LPL Financial LLC$20M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$20M

Largest trims

  • BANK OF AMERICA CORP /DE/$124M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
  • GOLDMAN SACHS GROUP INC$12M
  • MYDA Advisors LLC$12M
  • KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$11M
  • Mariner, LLC$10M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed7,018,222$1.1B12.5%2026-Q2
MORGAN STANLEY added6,569,499$1.0B11.7%2026-Q2
WELLS FARGO & COMPANY/MN added3,865,664$604M6.9%2026-Q2
PNC Financial Services Group, Inc. trimmed3,462,669$541M6.2%2026-Q2
NORTHERN TRUST CORP trimmed3,079,966$481M5.5%2026-Q2
ROYAL BANK OF CANADA trimmed2,697,759$422M4.8%2026-Q2
LPL Financial LLC added1,861,748$291M3.3%2026-Q2
JPMORGAN CHASE & CO added1,607,768$254M2.9%2026-Q2
Bank of New York Mellon Corp trimmed1,589,062$248M2.8%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added1,576,255$246M2.8%2026-Q2
RAYMOND JAMES FINANCIAL INC added1,229,015$192M2.2%2026-Q2
UBS Group AG trimmed1,106,849$173M2.0%2026-Q2
US BANCORP \DE\ trimmed1,086,066$170M1.9%2026-Q2
TRUIST FINANCIAL CORP trimmed1,085,765$170M1.9%2026-Q2
Howard Capital Management, LLC1,011,427$158M1.8%2026-Q2
BANK OF MONTREAL /CAN/ added797,353$125M1.4%2026-Q2
FIFTH THIRD BANCORP added658,941$103M1.2%2026-Q2
Northside Capital Management, LLC trimmed651,372$102M1.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed592,143$93M1.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed573,403$90M1.0%2026-Q2
Cetera Investment Advisers added572,204$89M1.0%2026-Q2
Rockefeller Capital Management L.P. added562,230$88M1.0%2026-Q2
OSAIC HOLDINGS, INC. added497,660$78M0.9%2026-Q2
AMERIPRISE FINANCIAL INC trimmed492,688$77M0.9%2026-Q2
Focus Partners Wealth added478,071$75M0.9%2026-Q2
AMG National Trust Bank added320,541$50M0.6%2026-Q2
Creative Planning added318,441$50M0.6%2026-Q2
Mariner, LLC trimmed318,240$50M0.6%2026-Q2
STIFEL FINANCIAL CORP added315,359$49M0.6%2026-Q2
Pinnacle Financial Partners, Inc. added307,307$48M0.5%2026-Q2
Sterling Investment Advisors, Ltd. added305,312$24M0.3%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed299,005$47M0.5%2026-Q2
CIBC WORLD MARKET INC. trimmed276,587$43M0.5%2026-Q2
COMMERCE BANK trimmed275,338$43M0.5%2026-Q2
Moment Partners, LLC added270,057$42M0.5%2026-Q2
M&T Bank Corp trimmed251,468$39M0.4%2026-Q2
GLENMEDE TRUST CO NA added249,302$39M0.4%2026-Q2
Private Advisor Group, LLC added249,102$39M0.4%2026-Q2
Baird Financial Group, Inc. trimmed242,437$38M0.4%2026-Q2
LBMC INVESTMENT ADVISORS, LLC added231,257$36M0.4%2026-Q2
ASSETMARK, INC trimmed219,483$34M0.4%2026-Q2
FMR LLC added202,534$32M0.4%2026-Q2
HB Wealth Management, LLC added199,537$31M0.4%2026-Q2
FRANKLIN RESOURCES INC added186,082$29M0.3%2026-Q2
Ellis Investment Partners, LLC trimmed184,501$29M0.3%2026-Q2
Valmark Advisers, Inc. trimmed179,186$28M0.3%2026-Q2
MYDA Advisors LLC trimmed175,000$27M0.3%2026-Q2
Yukon Wealth Management, Inc. added174,560$27M0.3%2026-Q2
BLAIR WILLIAM & CO/IL added167,181$26M0.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added162,879$25M0.3%2026-Q2
Evelyn Partners Group Ltd new162,484$25M0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed160,088$24M0.3%2026-Q2
MILLER HOWARD INVESTMENTS INC /NY trimmed150,229$23M0.3%2026-Q2
NATIONAL BANK OF CANADA /FI/ added148,381$23M0.3%2026-Q2
GW HENSSLER & ASSOCIATES LTD added147,515$23M0.3%2026-Q2
Kestra Advisory Services, LLC trimmed145,607$23M0.3%2026-Q2
&PARTNERS added145,538$23M0.3%2026-Q2
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN trimmed142,561$23M0.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added140,591$22M0.3%2026-Q2
Fifth Third Wealth Advisors LLC added139,358$22M0.2%2026-Q2
Cerity Partners LLC added137,299$21M0.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed133,522$21M0.2%2026-Q2
Arcus Capital Partners, LLC trimmed126,317$20M0.2%2026-Q2
Capital Investment Advisors, LLC added126,029$20M0.2%2026-Q2
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC added125,694$20M0.2%2026-Q2
Advisory Services Network, LLC trimmed125,600$20M0.2%2026-Q2
Equitable Holdings, Inc. added124,681$19M0.2%2026-Q2
TRUSTMARK BANK TRUST DEPARTMENT trimmed124,327$19M0.2%2026-Q2
DAVENPORT & Co LLC added122,671$19M0.2%2026-Q2
Round Rock Advisors LLC added120,146$19M0.2%2026-Q2
Cresset Asset Management, LLC added116,340$18M0.2%2026-Q2
KWMG, LLC added114,949$18M0.2%2026-Q2
Qube Research & Technologies Ltd added113,560$18M0.2%2026-Q2
Cullen/Frost Bankers, Inc. added111,795$17M0.2%2026-Q2
MAI Capital Management added105,317$16M0.2%2026-Q2
NTV Asset Management LLC trimmed104,700$16M0.2%2026-Q2
Lido Advisors, LLC added104,539$16M0.2%2026-Q2
Integrated Wealth Concepts LLC added102,324$16M0.2%2026-Q2
Corient Private Wealth LP added101,566$16M0.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS added99,362$16M0.2%2026-Q2
Powell Investment Advisors, LLC added99,237$16M0.2%2026-Q2
MML INVESTORS SERVICES, LLC added98,909$15M0.2%2026-Q2
Steward Partners Investment Advisory, LLC added97,532$15M0.2%2026-Q2
JONES FINANCIAL COMPANIES LLLP added96,092$15M0.2%2026-Q2
Beacon Pointe Advisors, LLC added94,578$15M0.2%2026-Q2
JGP Wealth Management, LLC trimmed90,968$14M0.2%2026-Q2
Pathstone Holdings, LLC added86,786$14M0.2%2026-Q2
Sanctuary Advisors, LLC added86,496$14M0.2%2026-Q2
Raab & Moskowitz Asset Management LLC added83,948$13M0.1%2026-Q2
North Star Investment Management Corp. added82,829$13M0.1%2026-Q2
TD PRIVATE CLIENT WEALTH LLC added80,521$13M0.1%2026-Q2
MONETA GROUP INVESTMENT ADVISORS LLC trimmed80,417$13M0.1%2026-Q2
AlTi Global, Inc. trimmed79,043$12M0.1%2026-Q2
FIRST UNITED BANK & TRUST trimmed74,743$12M0.1%2026-Q2
NewEdge Advisors, LLC trimmed74,144$12M0.1%2026-Q2
Allen Investment Management, LLC72,973$11M0.1%2026-Q2
White Lighthouse Investment Management Inc. trimmed70,028$11M0.1%2026-Q2
OLD NATIONAL BANCORP /IN/ trimmed67,856$11M0.1%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC added66,042$10M0.1%2026-Q2
AE Wealth Management LLC trimmed65,266$10M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership