We are live on ! Find out more
BDVL

iShares Disciplined Volatility Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$802M +$2.12M +84,168 +0.3%
LPL Financial
2
LPL Financial
California
$302M +$16.9M +671,765 +6%
MML Investors Services
3
MML Investors Services
Massachusetts
$145M -$34.5M -1,372,001 -19%
Wells Fargo
4
Wells Fargo
California
$86.3M +$42.5M +1,689,700 +93%
JP Morgan Chase
5
JP Morgan Chase
New York
$84M -$478K -18,979 -0.5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$66.4M +$431K +17,134 +0.6%
PAS
7
Park Avenue Securities
New York
$53.8M +$1.47M +58,573 +3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$49.3M -$5.33M -212,033 -10%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$19.4M +$822K +32,684 +4%
WA
10
WBH Advisory
Maryland
$19.3M -$426K -16,921 -2%
SFA
11
Sequoia Financial Advisors
Ohio
$12.6M -$205K -8,143 -2%
NP
12
NorthRock Partners
Minnesota
$10.1M -$441K -17,530 -4%
SA
13
Sanctuary Advisors
Indiana
$9.05M +$1.51M +59,878 +19%
WA
14
Waverly Advisors
Alabama
$8.61M +$645K +25,633 +8%
WIA
15
World Investment Advisors
California
$8.14M +$8.31M +330,319 New
I
16
INVST
Indiana
$7.68M -$239K -9,508 -3%
BBWP
17
Beacon Bridge Wealth Partners
Pennsylvania
$5.23M -$115K -4,561 -2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$4.01M +$3.69M +146,748 +917%
RIA
19
Regal Investment Advisors
Michigan
$3.94M -$66.2K -2,631 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.2M -$369K -14,657 -10%
SWM
21
Silverlake Wealth Management
Vermont
$3.05M -$267K -10,614 -8%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.62M -$2.73M -108,395 -50%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.03M +$2.07M +82,295 New
BCI
24
Brinker Capital Investments
Pennsylvania
$2.02M -$119K -4,719 -5%
RFN
25
RDA Financial Network
Iowa
$1.89M -$3.98K -158 -0.2%