Founders Financial Securities
BDVL icon

Founders Financial Securities’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Founders Financial Securities’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
Q3 		$2.91M Buy
+111,344
New +$2.94M 0.14% 140

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JP Morgan Chase
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Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
WBH Advisory
WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return
Beacon Bridge Wealth Partners
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $354M AUM 10.91% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Frisch Financial Group
Frisch Financial Group Melville, New York $633M AUM 16.05% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Founders Financial Securities's BDVL Position: Q3 2026 in Review

Founders Financial Securities opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q3 2026: 111,344 shares worth $2.91M. The stake represents 0.14% of the portfolio and ranks #140 among its holdings.

61 funds tracked by Wall St. Rank hold BDVL as of Q3 2026.

  • Founders Financial Securities held 111,344 shares of iShares Disciplined Volatility Equity Active ETF worth $2.91M as of Q3 2026.
  • iShares Disciplined Volatility Equity Active ETF was a new Founders Financial Securities position in Q3 2026.
  • iShares Disciplined Volatility Equity Active ETF made up 0.14% of Founders Financial Securities's portfolio in Q3 2026, its #140 holding.
  • 61 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.