Public ownership evidence

iShares Disciplined Volatility Equity Active ETF (BDVL) Ownership Disclosures

Read BDVL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares Disciplined Volatility Equity Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Legacy Edge Advisors, LLC
Report period
2025-09-30
Available
2026-08-27
Reported shares
26,889
Value (USD)
$672,225
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002105396-26-000013
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BDVL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BDVL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Legacy Edge Advisors, LLC2025-09-302026-08-2726,889$672,225None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2013,394$330,163None
Transamerica Financial Advisors, LLC2026-06-302026-08-1871,645$1,861,360None
Equitable Holdings, Inc.2026-06-302026-08-189,676$251,381None
AMERIFLEX GROUP, INC.2026-06-302026-08-15535$13,900None
Advyzon Investment Management, LLC2026-06-302026-08-152,131$55,363None
Advyzon Investment Management, LLC2026-06-302026-08-1520,139$523,206None
Vertex Planning Partners, LLC2026-06-302026-08-1515,448$401,339None
Resurgent Financial Advisors LLC2026-06-302026-08-1521,582$560,700None
Invst, LLC2026-06-302026-08-15339,287$8,814,675None
WCG Wealth Advisors LLC2026-06-302026-08-1524,419$634,398None
Frisch Financial Group, Inc.2026-06-302026-08-1545,741$1,188,351None
Qube Research & Technologies Ltd2026-06-302026-08-152,309$59,988None
IFG Advisory, LLC2026-06-302026-08-158,618$223,893None
OSAIC HOLDINGS, INC.2026-06-302026-08-1562,217$1,616,390None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,900$517,064None
Orion Porfolio Solutions, LLC2026-06-302026-08-1576,772$1,994,542None
Regal Investment Advisors LLC2026-06-302026-08-15167,905$4,362,181None
GTS SECURITIES LLC2026-06-302026-08-1513,411$348,418None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15479,625$12,460,658None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-150$4None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15328$8,521None
Windsor Advisory Group, LLC2026-06-302026-08-151,467$38,107None
Waverly Advisors, LLC2026-06-302026-08-15388,782$10,100,553None
Financial Sense Advisors, Inc.2026-06-302026-08-1515,457$401,577None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1510,550$274,089None
Ausdal Financial Partners, Inc.2026-06-302026-08-1513,312$345,844None
Park Place Capital Corp2026-06-302026-08-154,483$116,479None
ROYAL BANK OF CANADA2026-06-302026-08-153,509$91,000None
CITADEL ADVISORS LLC2026-06-302026-08-1583,456$2,168,187None
World Investment Advisors2026-06-302026-08-15345,448$8,974,531None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,791$176,430None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,276$33,150None
WELLS FARGO & COMPANY/MN2026-06-302026-08-154,517,174$117,356,181None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15764,473$19,861,009None
Legacy Wealth Managment, LLC/ID2026-06-302026-08-14140,966$3,662,285None
Sanctuary Advisors, LLC2026-06-302026-08-14365,322$9,491,053None
Fortis Advisors, LLC2026-06-302026-08-1426,518$688,941None
UBS Group AG2026-06-302026-08-147,110$184,718None
RESOLUTE WEALTH ADVISOR, INC.2025-06-302026-08-1413,394$330,163None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-14217$5,638None
MORGAN STANLEY2026-06-302026-08-141,587$41,230None
FMR LLC2026-06-302026-08-143,136$81,467None
Smartleaf Asset Management LLC2026-06-302026-08-135,101$131,940None
Integrated Wealth Concepts LLC2026-06-302026-08-13173,291$4,502,086None
Cetera Investment Advisers2026-06-302026-08-132,955,468$76,783,055None
Advisory Services Network, LLC2026-06-302026-08-1327,181$706,152None
Aptus Capital Advisors, LLC2026-06-302026-08-1330,243$785,713None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-132,058,489$53,479,544None
BANK OF MONTREAL /CAN/2026-06-302026-08-132,005$52,090None

90-day public filing window, up to 50 source positions.

Legacy Edge Advisors, LLC ↗RESOLUTE WEALTH ADVISOR, INC. ↗Transamerica Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗AMERIFLEX GROUP, INC. ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗Vertex Planning Partners, LLC ↗Resurgent Financial Advisors LLC ↗Invst, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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