iShares, Inc. - DVYA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 132,035 | 5,845 | 0.0% | 0.0% | 1 | +12,631 | 10.58% | Q4 2025 | Feb 11, 2026 |
| Concord Wealth Partners | History | Added to | 66,809 | 2,958 | 0.38% | 0.38% | 2 | +2,033 | 3.14% | Q4 2025 | Jan 29, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 65,829 | 2,914 | 0.5% | 0.49% | 3 | +1,496 | 2.33% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | New | 50,428 | 2,232 | 0.0% | — | 4 | +50,428 | New | Q4 2025 | Feb 13, 2026 |
| Old Port Advisors | History | Reduced | 48,409 | 2,143 | 0.53% | 0.59% | 5 | -7,091 | -12.78% | Q4 2025 | Jan 08, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 41,043 | 1,817 | 0.01% | 0.01% | 6 | +8,050 | 24.4% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,145 | 1,069 | 0.0% | 0.0% | 7 | -6,392 | -20.93% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 21,213 | 939 | 0.03% | — | 8 | +21,213 | New | Q4 2025 | Feb 13, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Added to | 17,189 | 761 | 0.12% | 0.12% | 9 | +953 | 5.87% | Q4 2025 | Jan 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,191 | 672 | 0.0% | — | 10 | +15,191 | New | Q4 2025 | Feb 17, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 13,680 | 605 | 0.31% | 0.33% | 11 | -610 | -4.27% | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 10,966 | 485 | 0.0% | — | 12 | +10,966 | New | Q4 2025 | Mar 25, 2026 |
| Leo Wealth, LLC | History | New | 9,920 | 439 | 0.03% | — | 13 | +9,920 | New | Q4 2025 | Jan 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,684 | 428 | 0.0% | 0.0% | 14 | +55 | 0.57% | Q4 2025 | Feb 17, 2026 |
| HC Advisors, LLC | History | No change | 6,968 | 308 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,168 | 273 | 0.0% | 0.0% | 16 | +409 | 7.1% | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,265 | 56 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | No change | 1,000 | 44 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MORGAN STANLEY | History | Reduced | 919 | 40 | 0.0% | 0.0% | 19 | -299 | -24.55% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 900 | 39 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SouthState Bank Corp | History | New | 874 | 38 | 0.0% | — | 21 | +874 | New | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 836 | 36 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | New | 675 | 29 | 0.01% | — | 23 | +675 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 622 | 27 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 243 | 10 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 180 | 8 | 0.0% | — | 26 | +180 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 130 | 5 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 100 | 4 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 67 | 2 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WestEnd Advisors, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -54,212 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |