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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 7,018,222 | $1.1B | 12.5% | 2026-Q2 |
| MORGAN STANLEY added | 6,569,499 | $1.0B | 11.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,865,664 | $604M | 6.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 3,462,669 | $541M | 6.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 3,079,966 | $481M | 5.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,697,759 | $422M | 4.8% | 2026-Q2 |
| LPL Financial LLC added | 1,861,748 | $291M | 3.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,607,768 | $254M | 2.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,589,062 | $248M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,576,255 | $246M | 2.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,229,015 | $192M | 2.2% | 2026-Q2 |
| UBS Group AG trimmed | 1,106,849 | $173M | 2.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 1,086,066 | $170M | 1.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 1,085,765 | $170M | 1.9% | 2026-Q2 |
| Howard Capital Management, LLC | 1,011,427 | $158M | 1.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 797,353 | $125M | 1.4% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 658,941 | $103M | 1.2% | 2026-Q2 |
| Northside Capital Management, LLC trimmed | 651,372 | $102M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 592,143 | $93M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 573,403 | $90M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 572,204 | $89M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 562,230 | $88M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 497,660 | $78M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 492,688 | $77M | 0.9% | 2026-Q2 |
| Focus Partners Wealth added | 478,071 | $75M | 0.9% | 2026-Q2 |
| AMG National Trust Bank added | 320,541 | $50M | 0.6% | 2026-Q2 |
| Creative Planning added | 318,441 | $50M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 318,240 | $50M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 315,359 | $49M | 0.6% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 307,307 | $48M | 0.5% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. added | 305,312 | $24M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 299,005 | $47M | 0.5% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 276,587 | $43M | 0.5% | 2026-Q2 |
| COMMERCE BANK trimmed | 275,338 | $43M | 0.5% | 2026-Q2 |
| Moment Partners, LLC added | 270,057 | $42M | 0.5% | 2026-Q2 |
| M&T Bank Corp trimmed | 251,468 | $39M | 0.4% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 249,302 | $39M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 249,102 | $39M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 242,437 | $38M | 0.4% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC added | 231,257 | $36M | 0.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 219,483 | $34M | 0.4% | 2026-Q2 |
| FMR LLC added | 202,534 | $32M | 0.4% | 2026-Q2 |
| HB Wealth Management, LLC added | 199,537 | $31M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 186,082 | $29M | 0.3% | 2026-Q2 |
| Ellis Investment Partners, LLC trimmed | 184,501 | $29M | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 179,186 | $28M | 0.3% | 2026-Q2 |
| MYDA Advisors LLC trimmed | 175,000 | $27M | 0.3% | 2026-Q2 |
| Yukon Wealth Management, Inc. added | 174,560 | $27M | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 167,181 | $26M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 162,879 | $25M | 0.3% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 162,484 | $25M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 160,088 | $24M | 0.3% | 2026-Q2 |
| MILLER HOWARD INVESTMENTS INC /NY trimmed | 150,229 | $23M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 148,381 | $23M | 0.3% | 2026-Q2 |
| GW HENSSLER & ASSOCIATES LTD added | 147,515 | $23M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 145,607 | $23M | 0.3% | 2026-Q2 |
| &PARTNERS added | 145,538 | $23M | 0.3% | 2026-Q2 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN trimmed | 142,561 | $23M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 140,591 | $22M | 0.3% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC added | 139,358 | $22M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 137,299 | $21M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 133,522 | $21M | 0.2% | 2026-Q2 |
| Arcus Capital Partners, LLC trimmed | 126,317 | $20M | 0.2% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 126,029 | $20M | 0.2% | 2026-Q2 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC added | 125,694 | $20M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 125,600 | $20M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 124,681 | $19M | 0.2% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 124,327 | $19M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 122,671 | $19M | 0.2% | 2026-Q2 |
| Round Rock Advisors LLC added | 120,146 | $19M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 116,340 | $18M | 0.2% | 2026-Q2 |
| KWMG, LLC added | 114,949 | $18M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 113,560 | $18M | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 111,795 | $17M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 105,317 | $16M | 0.2% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 104,700 | $16M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC added | 104,539 | $16M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 102,324 | $16M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 101,566 | $16M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 99,362 | $16M | 0.2% | 2026-Q2 |
| Powell Investment Advisors, LLC added | 99,237 | $16M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 98,909 | $15M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 97,532 | $15M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 96,092 | $15M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 94,578 | $15M | 0.2% | 2026-Q2 |
| JGP Wealth Management, LLC trimmed | 90,968 | $14M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 86,786 | $14M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 86,496 | $14M | 0.2% | 2026-Q2 |
| Raab & Moskowitz Asset Management LLC added | 83,948 | $13M | 0.1% | 2026-Q2 |
| North Star Investment Management Corp. added | 82,829 | $13M | 0.1% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 80,521 | $13M | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 80,417 | $13M | 0.1% | 2026-Q2 |
| AlTi Global, Inc. trimmed | 79,043 | $12M | 0.1% | 2026-Q2 |
| FIRST UNITED BANK & TRUST trimmed | 74,743 | $12M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 74,144 | $12M | 0.1% | 2026-Q2 |
| Allen Investment Management, LLC | 72,973 | $11M | 0.1% | 2026-Q2 |
| White Lighthouse Investment Management Inc. trimmed | 70,028 | $11M | 0.1% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ trimmed | 67,856 | $11M | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 66,042 | $10M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 65,266 | $10M | 0.1% | 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.
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.