HDV institutional holders

iShares Core High Dividend ETF · 918 reporting institutions · $6.1B reported value

Funds that can replace HDV · HDV return decomposition

Institutional holdings

Institutions reporting HDV, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$564.1M02026-06-30
Morgan Stanley$476.1M23,1852026-06-30
Lpl Financial LLC$462.8M23,4582026-06-30
UBS Group AG$218.7M02026-06-30
Alliancebernstein LP$199.5M5172026-06-30
Wells Fargo & Company/mn$192.3M02026-06-30
Jpmorgan Chase & Co$183.8M02026-06-30
Jones Financial Companies LLLP$174.9M02026-06-30
Royal Bank of Canada$173.7M02026-06-30
Envestnet Pmc$168.2M602026-06-30
Raymond James Financial Inc$124.2M02026-06-30
Securian Asset Management, Inc$100.8M02026-06-30
Cetera Investment Advisers$97.1M10,3702026-06-30
M&T Bank Corp$91.6M02026-06-30
Commonwealth Equity Services, LLC$87.1M2,8632026-06-30
Blackrock, Inc.$86.3M02026-06-30
Ameriprise Financial Inc$81.1M02026-06-30
Truist Financial Corp$79M02026-06-30
Bnp Paribas Financial Markets$69.5M02026-06-30
Lbmc Investment Advisors, LLC$63.2M32026-06-30
Allianz Asset Management GMBH$62.1M02026-06-30
Mariner, LLC$58.8M02026-06-30
Osaic Holdings, Inc.$57.2M02026-06-30
Fmr LLC$56.2M02026-06-30
MML Investors Services, LLC$47.2M5,1202026-06-30
Steward Partners Investment Advisory, LLC$40.9M4812026-06-30
Private Advisor Group, LLC$37.3M9272026-06-30
Townsend & Associates, Inc$37M182026-06-30
Ifp Advisors, Inc$33.4M3182026-06-30
Regimen Wealth, LLC$33M52026-06-30
Sbi Securities Co., Ltd.$32.4M02026-06-30
Wealth Enhancement Advisory Services, LLC$31.9M1,0262026-06-30
Kestra Advisory Services, LLC$30.2M1,4792026-06-30
Northwestern Mutual Wealth Management Co$29.6M02026-06-30
Aptus Capital Advisors, LLC$27.9M212026-06-30
Glenmede Trust Co NA$25.5M62026-06-30
Vaughan & Co Securities, Inc.$24.9M22026-06-30
Rockefeller Capital Management LP$24.5M3462026-06-30
Sweeney & Michel, LLC$24.1M32026-06-30
Simmons Bank$23.9M02026-06-30
Atwater Malick$23.6M32026-06-30
Kohmann Bosshard Financial Services, Llc.$23.2M32026-06-30
Stifel Financial Corp$23.1M02026-06-30
Fifth Third Bancorp$22.7M02026-06-30
Hb Wealth Management, LLC$22.5M1692026-06-30
Wharton Business Group, LLC$21.9M32026-06-30
Waverly Advisors, LLC$21.7M2312026-06-30
Creative Planning$21M1,1712026-06-30
Comerica Bank$20M02025-12-31
Integrated Wealth Concepts LLC$19.6M4802026-06-30
Cerity Partners LLC$18.8M7772026-06-30
Goldman Sachs Group Inc$17.1M02026-06-30
McElhenny Sheffield Capital Management, LLC$17M72026-06-30
Hightower Advisors, LLC$16.7M1,0462026-06-30
Franklin Resources Inc$16.3M02026-06-30
Lantz Financial LLC$16M72026-06-30
Adirondack Capital Advisors, LLC$15.6M42026-06-30
Cwm, LLC$15.5M6672026-03-31
Kayne Anderson Rudnick Investment Management LLC$13.8M362026-06-30
Kapstone Financial Advisors LLC$13.7M42026-06-30
Wealthspire Advisors, LLC$13.4M2372026-06-30
Orion Porfolio Solutions, LLC$13.2M1992026-06-30
Global Strategic Investment Solutions, LLC$13.2M42026-06-30
Courier Capital LLC$13.1M142026-06-30
Atria Investments, Inc$13M62026-06-30
Captrust Financial Advisors$13M9622026-06-30
Advisory Services Network$12.6M2532026-06-30
Ntv Asset Management LLC$12.6M52026-06-30
Holt Capital Advisors, LLC Dba Holt Capital Partners, LP$12M12026-06-30
Lido Advisors, LLC$11.3M3202026-06-30
Fas Wealth Partners, Inc.$11M232026-06-30
Base Wealth Management$10.4M72026-06-30
Beaumont Financial Advisors, LLC$10.3M162026-06-30
Financial Perspectives, Inc$10.3M152026-06-30
Maltin Wealth Management, Inc.$9.6M42026-06-30
Forefront Analytics, LLC$9.4M42026-06-30
Global Retirement Partners LLC$9.2M4912026-06-30
Regions Financial Corp$9.2M02026-06-30
Vestmark Advisory Solutions, Inc.$9.2M82026-06-30
Money Concepts Capital Corp$8.9M3892026-06-30
Gotham Asset Management, LLC$8.9M52026-06-30
Gallagher Fiduciary Advisors, LLC$8.6M1262026-06-30
Mercer Global Advisors Inc /adv$8.3M02026-06-30
Godfrey Financial Associates, Inc.$8.3M32026-06-30
Sanctuary Advisors, LLC$8.2M4012026-06-30
Principal Securities, Inc.$8.2M1,4632026-06-30
Envestnet Portfolio Solutions, Inc.$8.1M32026-06-30
Farther Finance Advisors, LLC$8.1M3342026-06-30
Cowa, LLC$7.9M52026-06-30
Davenport & Co LLC$7.8M3392026-06-30
Equitable Holdings, Inc.$7.8M02026-06-30
Arax Advisory Partners$7.7M2322026-06-30
Sigma Planning Corp$7.6M4742026-06-30
Gray Private Wealth, LLC$7.6M32026-06-30
Old National Bancorp /in$7.5M02026-06-30
Corient Private Wealth LP$7.4M6742026-06-30
PNC Financial Services Group, Inc.$7.4M02026-06-30
Bank of Montreal /can$7.3M02026-06-30
Citizens Financial Group Inc/ri$7.1M02026-06-30
Advisor Os, LLC$7.1M22026-06-30
Qube Research & Technologies Ltd$7M02026-06-30
Foundry Financial Group, Inc.$7M72026-06-30
&partners$6.9M5552026-06-30
Mjp Associates Inc /adv$6.9M122026-06-30
Trustage Investment Management$6.8M212026-06-30
Virtue Capital Management, LLC$6.6M892026-06-30
Summit Wealth Partners, LLC$6.6M122026-06-30
Chatham Capital Group Inc$6.5M02026-06-30
Paller Financial Services Inc$6.3M32026-06-30
CIBC World Market Inc.$6.3M02026-06-30
Aureum Wealth Management, LLC$6.1M32026-06-30
Cornerstone Planning, LLC$6M112026-06-30
Sunbelt Securities, Inc.$5.8M632026-03-31
Iht Wealth Management LLC$5.8M1592026-06-30
Newedge Advisors$5.7M6012026-06-30
Jb Capital LLC$5.6M262026-06-30
Embree Financial Group$5.5M132026-06-30
Farrow Financial, Inc.$5.4M12026-06-30
Blake Schutter Theil Wealth Advisors, LLC$5.4M22026-06-30
Regatta Capital Group, LLC$5.3M142026-06-30
Arkadios Wealth Advisors$5.3M2262026-06-30
Viaable, LLC$5.2M42026-06-30
Kensington Asset Management, LLC$5.2M72026-06-30
Kingsview Wealth Management, LLC$5.2M1152026-06-30
Houlihan Financial Resource Group, Ltd.$5.2M32026-06-30
Strategic Family Wealth Counselors, LLC$5.1M42026-06-30
Atlasmark Financial, Inc.$5.1M12026-06-30
Blair William & Co/il$5.1M3292026-06-30
Brandywine Oak Private Wealth LLC$5M102026-06-30
Flagship Harbor Advisors, LLC$5M602026-06-30
Focus Partners Wealth$4.9M1,0482026-06-30
Ifg Advisory, LLC$4.8M1102026-06-30
Assetmark, Inc$4.7M2202026-06-30
Godsey & Gibb, Inc$4.7M142026-06-30
American Financial & Tax Strategies Inc$4.6M12026-06-30
Shulman Demeo Asset Management, LLC$4.5M42026-06-30
Capital Advisors Wealth Management, LLC$4.4M62026-06-30
Cahill Financial Advisors, Inc.$4.4M122026-06-30
Wolff Financial Management LLC$4.4M42026-06-30
J2 Capital Management Inc$4.4M22026-06-30
Independent Solutions Wealth Management, LLC$4.3M302026-06-30
Harbour Investments, Inc.$4.3M2472026-06-30
Mai Capital Management$4.1M3082026-06-30
Allworth Financial, LP$4.1M3172026-06-30
Connecticut Wealth Management, LLC$4.1M502026-06-30
Allen Investment Management, LLC$4M62026-06-30
J.W. Cole Advisors, Inc.$4M4992026-06-30
Gallagher Capital Advisors, LLC$4M12026-06-30
Gladstone Institutional Advisory LLC$3.9M1082026-06-30
Aqr Capital Management LLC$3.8M12026-06-30
D.A. Davidson & Co.$3.8M6892026-06-30
Baird Financial Group, Inc.$3.8M02026-06-30
Nottingham Advisors, Inc.$3.8M82026-06-30
Mayflower Advisors$3.7M272026-06-30
Baron Silver Stevens Financial Advisors, LLC$3.6M82026-06-30
Diversify Advisory Services, LLC$3.6M1162026-06-30
Diversify Wealth Management, LLC$3.6M782026-06-30
High Point Wealth Management, LLC$3.6M22026-06-30
Beacon Financial Group$3.5M82026-06-30
Burke & Herbert Bank & Trust Co$3.5M02026-06-30
National Bank of Canada /fi$3.4M02026-06-30
World Investment Advisors$3.4M3592026-06-30
Valeo Financial Advisors, LLC$3.4M1082026-06-30
Investment Research Partners$3.4M72026-06-30
Cra Financial Services, LLC$3.3M122026-06-30
Gts Securities LLC$3.3M02026-06-30
Wealth Management Associates, Inc.$3.3M112026-06-30
Auto-Owners Insurance Co$3.3M02026-06-30
Nations Financial Group Inc, /ia/ /adv$3.2M02026-06-30
Planvest Financial, Inc$3.2M62026-06-30
Gsg Advisors LLC$3.1M32026-06-30
High Net Worth Advisory Group LLC$3.1M62026-06-30
Gerald Baker Financial Group LLC$3M02026-06-30
Ironwood Financial, LLC$3M82026-06-30
Fc Advisory LLC$3M52026-06-30
Morton Brown Family Wealth, LLC$3M72026-06-30
Merit Financial Group, LLC$2.9M2952026-06-30
1900 Wealth$2.9M182026-06-30
Calamos Wealth Management LLC$2.9M402026-06-30
Tidal Investments LLC$2.9M02026-06-30
Scotia Capital Inc.$2.9M02026-06-30
American State Bank (iowa)$2.9M02026-06-30
Capital Squared Financial LLC$2.9M22026-06-30
Smartleaf Asset Management LLC$2.8M92026-06-30
Indivisible Partners$2.8M342026-06-30
Frisch Financial Group, Inc.$2.8M62026-06-30
Formidable Asset Management, LLC$2.8M132026-06-30
Klingman & Associates, LLC$2.8M92026-06-30
Texas Capital Bank Private Wealth Advisors$2.8M552026-06-30
Atlas Private Wealth Advisors$2.7M192026-06-30
Csenge Advisory Group$2.7M752026-06-30
United Capital Financial Advisors, LLC$2.7M1662026-06-30
Jefferies Financial Group Inc.$2.7M02026-06-30
Valmark Advisers, Inc.$2.7M2952026-06-30
Norden Group LLC$2.7M222026-06-30
Bernardo Wealth Planning LLC$2.7M112026-06-30
Wcg Wealth Advisors LLC$2.7M1302026-06-30
Shrier Wealth Management, LLC$2.6M32026-06-30
Western Wealth Management, LLC$2.6M1122026-06-30
Ridgecrest Wealth Partners, LLC$2.6M22026-06-30
Broussard Financial Group LLC$2.6M12026-06-30
Johnson Investment Counsel Inc$2.6M652026-06-30
Keystone Financial Planning, Inc.$2.6M12026-06-30
Whittier Trust Co of Nevada Inc$2.6M02026-06-30
Goldstone Financial Group, LLC$2.5M172026-06-30
Ep Wealth Advisors, LLC$2.5M3382026-06-30
Ellis Investment Partners, LLC$2.5M182026-06-30
Trunorth Capital Management, LLC$2.5M42026-06-30
Archer Investment Corp$2.5M782026-06-30
Sowell Financial Services LLC$2.5M1082026-06-30
Sagespring Wealth Partners$2.5M1262026-06-30
Kom Wealth Management Group, LLC$2.5M62026-06-30
Transcend Capital Advisors, LLC$2.5M02026-06-30
Concurrent Investment Advisors, LLC$2.5M3492026-06-30
Beacon Pointe Advisors, LLC$2.4M4662026-06-30
Crews Bank & Trust$2.4M02026-06-30
Concord Wealth Partners$2.4M112026-06-30
Axxcess Wealth Management, LLC$2.4M382026-06-30
Apex Wealth Management, LLC$2.4M22026-06-30
Cresset Asset Management, LLC$2.4M2122026-06-30
Chicago Partners Investment Group LLC$2.4M572026-06-30
Investment Advisory Group LLC$2.4M52026-06-30
Hfg Advisors, Inc.$2.4M02026-06-30
Choreo, LLC$2.3M1482026-06-30
Stratos Wealth Partners, Ltd.$2.3M3862026-06-30
Liberty Square Wealth Partners LLC$2.3M52026-06-30
King Luther Capital Management Corp$2.3M342026-06-30
Quantinno Capital Management LP$2.3M02026-06-30
The Raelipskie Partnership$2.3M02026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$2.3M992026-06-30
Fiduciary Group, LLC$2.3M132026-06-30
Mcf Advisors LLC$2.3M332026-06-30
Amg National Trust Bank$2.2M02026-06-30
Lom Asset Management Ltd$2.2M02026-06-30
Targeted Financial Services LLC$2.2M42026-06-30
Woodstock Corp$2.2M82026-06-30
Onyx Bridge Wealth Group LLC$2.2M222026-06-30
Stonex Group Inc.$2.2M02026-06-30
S&A Financial Services, Inc.$2.1M42026-06-30
Kingswood Wealth Advisors, LLC$2.1M1232026-06-30
Pinnacle Financial Partners, Inc.$2.1M02026-06-30
Integrity Alliance, Llc.$2.1M3532026-06-30
Ae Wealth Management LLC$2.1M4712026-06-30
Harbor Investment Advisory, LLC$2.1M312026-06-30
Rehmann Capital Advisory Group$2.1M422026-06-30
Rakuten Investment Management, Inc.$2.1M02026-06-30
Howe & Rusling Inc$2M102026-06-30
Jaffetilchin Investment Partners, LLC$2M02026-03-31
Cooper McManus$2M632026-06-30
Moneta Group Investment Advisors LLC$2M2562026-06-30

The 250 largest of 918 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30