HDV — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns HDV? 49 Institutions Hold $75.1M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (HDV)? 49 institutions reported holding $75.07M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Adirondack Capital Advisors, LLC ($15.9M), Farther Finance Advisors, LLC ($10.1M), Capital Advisors Wealth Management, LLC ($4.8M).

Rank	Institution	Value	Shares	Change
1	Adirondack Capital Advisors, LLC	$15.9M	569,916	Trimmed
2	Farther Finance Advisors, LLC	$10.1M	359,838	Added
3	Capital Advisors Wealth Management, LLC	$4.8M	172,201	Added
4	Shulman DeMeo Asset Management LLC	$4.5M	160,037	Trimmed
5	Keystone Financial Planning, Inc.	$4.4M	156,554	Added
6	Gallagher Capital Advisors, LLC	$4.1M	145,730	Added
7	Valeo Financial Advisors, LLC	$3.4M	122,528	Trimmed
8	Gerald Baker Financial Group LLC	$3.2M	113,144	Added
9	FC Advisory LLC	$3.0M	107,807	Added
10	Cooper Financial Group	$2.1M	73,725	Trimmed
11	COLLECTIVE FAMILY OFFICE LLC	$2.0M	72,365	Added
12	Balefire, LLC	$1.7M	59,251	New
13	CoreCap Advisors, LLC	$1.6M	55,871	Trimmed
14	Weaver Consulting Group	$1.3M	45,473	Trimmed
15	KFA Private Wealth Group, LLC	$1.2M	43,796	Trimmed
16	Planning Strategies Inc.	$1.2M	41,815	Trimmed
17	First Heartland Consultants, Inc.	$1.1M	40,832	Trimmed
18	Investment Partners Asset Management, Inc.	$926,287	33,129	Added
19	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$849,746	30,391	Added
20	INSPIRION WEALTH ADVISORS, LLC	$768,417	27,483	Hold
21	CHAPIN DAVIS, INC.	$766,943	27,430	Hold
22	David J Yvars Group	$701,043	25,073	Added
23	Trust Co	$626,304	22,400	Hold
24	Apella Capital, LLC	$576,159	20,373	Added
25	Baring Financial LLC	$550,351	19,683	Added

Source: SEC Form 13F filings · as of 2026-09-30