Who owns BDVL?
iShares Disciplined Volatility Equity Active ETF · iShares
101 institutions reported holding BDVL, worth $2.0B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BDVL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $892.9M | 34,369,707 | +1,824,441 shares |
| LPL Financial LLC | Fort Mill, SC | $357.8M | 13,770,668 | +1,536,918 shares |
| MML Investors Services, LLC | Springfield, MA | $192.3M | 7,403,309 | +1,501,886 shares |
| Wells Fargo & Company | San Francisco, CA | $137.2M | 5,281,647 | +1,779,436 shares |
| JPMorgan Chase & Co | New York, NY | $89.5M | 3,461,669 | −15,685 shares |
| Cetera Investment Advisers | Schaumburg, IL | $76.8M | 2,955,468 | +260,157 shares |
| Park Avenue Securities LLC | New York, NY | $59.9M | 2,306,714 | +125,848 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $53.5M | 2,058,489 | +60,271 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $22.2M | 852,768 | +67,527 shares |
| WBH Advisory Inc. | Baltimore, MD | $20.9M | 802,839 | +28,154 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: BDVL vs FBT, BDVL vs LCAP, BDVL vs AKRE, BDVL vs FTLS.
Frequently asked questions
Who owns BDVL?
101 institutional managers reported holding BDVL in Form 13F filings for June 30, 2026, worth $2.0B in total. The largest reported position was held by Envestnet Asset Management Inc., at $892.9M.
Did institutions buy or sell BDVL last quarter?
Reported 13F value rose 17.2% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BDVL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.