Envestnet Asset Management
BDVL

Envestnet Asset Management’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Envestnet Asset Management’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
Q1 		$802M Buy
32,545,266
+84,168
+0.3% +$2.12M 0.21% 82
2025
Q4 		$805M Buy
32,461,098
+2,735,095
+9% +$68.5M 0.24% 75
2025
Q3 		$743M Buy
+29,726,003
New +$741M 0.21% 81

Other funds holding BDVL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Asset Management's BDVL Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 0.26% in Q1 2026, buying an estimated $2.12M and bringing the position to 32,545,266 shares worth $802M. The position accounts for 0.21% of the portfolio, ranked #82.

Envestnet Asset Management first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $805M in Q4 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • Envestnet Asset Management held 32,545,266 shares of iShares Disciplined Volatility Equity Active ETF worth $802M as of Q1 2026.
  • Envestnet Asset Management bought 84,168 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $2.12M.
  • iShares Disciplined Volatility Equity Active ETF made up 0.21% of Envestnet Asset Management's portfolio in Q1 2026, its #82 holding.
  • Envestnet Asset Management first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's iShares Disciplined Volatility Equity Active ETF position peaked at $805M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.