Atria Investments’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Atria Investments’s Portfolio BDVL Stock Details BDVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$412K	Buy	+15,869	New	+$410K	﹤0.01%	1631

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Atria Investments's BDVL Position: Q2 2026 in Review

Atria Investments opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026: 15,869 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #1631 among its holdings.

101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

Atria Investments held 15,869 shares of iShares Disciplined Volatility Equity Active ETF worth $412K as of Q2 2026.
iShares Disciplined Volatility Equity Active ETF was a new Atria Investments position in Q2 2026.
iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1631 holding.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.