LPL Financial
BDVL

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

LPL Financial’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 		$358M Buy
13,770,668
+1,536,918
+13% +$39.7M 0.08% 240
2026
Q1 		$302M Buy
12,233,750
+671,765
+6% +$16.9M 0.08% 248
2025
Q4 		$287M Buy
11,561,985
+1,567,082
+16% +$39.2M 0.08% 236
2025
Q3 		$250M Buy
+9,994,903
New +$249M 0.07% 259

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial's BDVL Position: Q2 2026 in Review

LPL Financial increased its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 13% in Q2 2026, buying an estimated $39.7M and bringing the position to 13,770,668 shares worth $358M. The position accounts for 0.08% of the portfolio, ranked #240.

LPL Financial 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.

  • LPL Financial held 13,770,668 shares of iShares Disciplined Volatility Equity Active ETF worth $358M as of Q2 2026.
  • LPL Financial bought 1,536,918 iShares Disciplined Volatility Equity Active ETF shares in Q2 2026, an estimated $39.7M.
  • iShares Disciplined Volatility Equity Active ETF made up 0.08% of LPL Financial's portfolio in Q2 2026, its #240 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.