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
Q2 		$893M Buy
34,369,707
+1,824,441
+6% +$47.1M 0.21% 82
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 $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.49B AUM 20.41% 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: Q2 2026 in Review

Envestnet Asset Management increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 5.6% in Q2 2026, buying an estimated $47.1M and bringing the position to 34,369,707 shares worth $893M. 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 4 quarters since. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Envestnet Asset Management held 34,369,707 shares of iShares Disciplined Volatility Equity Active ETF worth $893M as of Q2 2026.
  • Envestnet Asset Management bought 1,824,441 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $47.1M.
  • iShares Disciplined Volatility Equity Active ETF made up 0.21% of Envestnet Asset Management's portfolio in Q2 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 4 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.