DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

DIVB

ISHARES TR CORE DIVID ETF

163 institutions still hold ISHARES TR CORE DIVID ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435u861·163 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 4.0%

vs prior quarter

13F value held

$563M

48.0% inst. owned

of float

Holders

163

+76 QoQ

filers reporting

Activity

+37 / −107

+888 added · −945 reduced

this quarter

Concentration

33.48%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

163 institutions reported DIVB in Q1 2026. LPL Financial LLC leads at 33.5% of the visible book. +76 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

LPL Financial LLC

$189M3.5M0.05%Q1 2026 02

BANK OF AMERICA CORP /DE/

$73M1.3M0.01%Q1 2026 03

Steward Partners Investment Advisory, LLC

$41M769K0.21%Q1 2026 04

Cetera Investment Advisers

$30M556K0.03%Q1 2026 05

IAG Wealth Partners, LLC

$28M522K3.14%Q1 2026 06

SEGALL BRYANT & HAMILL, LLC

$20M370K0.29%Q1 2026 07

Foguth Wealth Management, LLC.

$19M316K2.27%Q1 2026 08

San Luis Wealth Advisors LLC

$17M308K2.75%Q1 2026 09

Aptus Capital Advisors, LLC

$17M308K0.13%Q1 2026 10

Sunburst Financial Group, LLC

$16M303K3.01%Q1 2026 11

Kestra Advisory Services, LLC

$15M284K0.06%Q1 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

$13M249K0.02%Q1 2026 13

Aspire Capital Advisors LLC

$13M245K2.98%Q1 2026 14

Masso Torrence Wealth Management Inc.

$13M239K5.21%Q3 2025 15

Welch Financial Planning, LLC

$12M232K8.98%Q1 2026 16

Advisors Capital Management, LLC

$10M191K0.12%Q1 2026 17

ABSOLUTE CAPITAL MANAGEMENT, LLC

$10M185K3.31%Q1 2026 18

Cresset Asset Management, LLC

$9M176K0.04%Q1 2026 19

Farther Finance Advisors, LLC

$9M171K0.09%Q1 2026 20

$7M138K0.00%Q1 2026

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