Inst. Holders
50 funds
DV
DVY
ISHARES TR
$153.23 ▲ +0.34%
Prev close $152.7118 New Institutional Positions9 Institutional Exits
Snapshot
The big-picture read on DVY right now — valuation, ownership and activity at a glance.
Inst. Value
$7.8B
Inst. Activity
18 buys / 9 sells
Price chart 30d -6.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: DVY — 0.2M shares, 1,872 trades
Week starting 2026-09-07. Total ATS volume: 160,802 shares across 1,872 trades.
Jun 30, 2026 Inst.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT — TRIM
299,005 shares ($46.7M)
Jun 30, 2026 Inst.
HB Wealth Management, LLC — ADD
199,537 shares ($31.2M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: DVY — 0.2M shares, 1,872 trades
Week starting 2026-09-07. Total ATS volume: 160,802 shares across 1,872 trades.
Aug 31, 2026
dark_pool
Dark Pool: DVY — 0.3M shares, 3,070 trades
Week starting 2026-08-31. Total ATS volume: 256,965 shares across 3,070 trades.
Aug 27, 2026
ftd
FTD: DVY — 4,075 shares ($0.7M) failed to deliver
Settlement: 20260827, Price: $164.97, FTD Value: $672,252.75, ISHARES TR
Aug 24, 2026
dark_pool
Dark Pool: DVY — 0.2M shares, 2,615 trades
Week starting 2026-08-24. Total ATS volume: 176,245 shares across 2,615 trades.
Aug 20, 2026
ftd
FTD: DVY — 3,220 shares ($0.5M) failed to deliver
Settlement: 20260820, Price: $165.47, FTD Value: $532,813.4, ISHARES TR
Institutional ownership
Which big funds own DVY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.8B total value (49,847,339 shares) as of 2026-Q2. Top holders: BANK, MORGAN, WELLS. Net buying activity: 18 institutions added/increased vs 9 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 7,018,222 | $1.1B | 14.1% | — |
| MORGAN STANLEY | 6,569,499 | $1.0B | 13.2% | — |
| WELLS FARGO & COMPANY/MN | 3,865,664 | $604.2M | 7.8% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 3,462,669 | $541.2M | 6.9% | — |
| NORTHERN TRUST CORP | 3,079,966 | $481.4M | 6.2% | — |
| ROYAL BANK OF CANADA | 2,697,759 | $421.7M | 5.4% | — |
| LPL Financial LLC | 1,861,748 | $291.0M | 3.7% | — |
| JPMORGAN CHASE & CO | 1,607,768 | $253.9M | 3.3% | — |
| Bank of New York Mellon Corp | 1,589,062 | $248.4M | 3.2% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,576,255 | $246.3M | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | TRIM | 412,591 | 299,005 | -27.5% | $46.7M |
| HB Wealth Management, LLC | ADD | 135,137 | 199,537 | +47.7% | $31.2M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 105,702 | 162,879 | +54.1% | $25.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 15,343 | 140,591 | +816.3% | $22.0M |
| Qube Research & Technologies Ltd | NEW | — | 113,560 | — | $17.7M |
| MAI Capital Management | ADD | 81,582 | 105,317 | +29.1% | $16.5M |
| Integrated Wealth Concepts LLC | ADD | 72,556 | 102,324 | +41.0% | $16.0M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 53,154 | 96,092 | +80.8% | $15.2M |
| AE Wealth Management LLC | TRIM | 98,714 | 65,266 | -33.9% | $10.2M |
| Arax Advisory Partners | DOUBLED | 30,741 | 62,910 | +104.6% | $9.8M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DVY.
Shares short
1,089,033
Settlement Sep 15, 2026
Change vs prior
+22.1%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume