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Who Owns DVY
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in DVY.
Who crossed 5% of DVY →Managers holding
79
as of 2026-09-30
Reported value
$99.9M
summed across filings
Shares held
656.2K
Added vs trimmed
22 / 26
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| KWMG, LLCSELECT DIVID ETF120.5K shadded | $18.3M |
| Farther Finance Advisors, LLCETF33.5K shadded | $5.1M |
| Gallagher Capital Advisors, LLCSELECT DIVID ETF31.9K shadded | $4.8M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF31.7K shadded | $4.8M |
| Shulman DeMeo Asset Management LLCSELECT DIVID ETF27.9K shtrimmed | $4.3M |
| Graves Light Lenhart Wealth, Inc.SELECT DIVID ETF27.2K shtrimmed | $4.1M |
| Valeo Financial Advisors, LLCETF22.6K shtrimmed | $3.4M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom16.8K shtrimmed | $2.6M |
| PARK NATIONAL CORP /OH/Com16.5K shtrimmed | $2.5M |
| SAPIENT CAPITAL LLCSELECT DIVID ETF16.5K shheld | $2.5M |
| Avidian Wealth Enterprises, LLCSELECT DIVID ETF15.9K shadded | $2.4M |
| Kaydan Wealth Management, Inc.SELECT DIVID ETF15.5K shtrimmed | $2.4M |
| David J Yvars GroupSELECT DIVID ETF15.1K shadded | $2.3M |
| Peoples Bank/KSExchange Traded Fund14.8K shadded | $2.3M |
| Private Capital Advisors, Inc.ETF14K shheld | $2.1M |
| Legacy Private Trust Co.SELECT DIVID ETF13.1K shheld | $2M |
| Sound Income Strategies, LLCSELECT DIVID ETF10.8K shadded | $1.7M |
| Whalen Wealth Management Inc.SELECT DIVID ETF9.4K sh— | $1.4M |
| Venture Visionary Partners LLCSELECT DIVID ETF9.4K shtrimmed | $1.4M |
| TITLEIST ASSET MANAGEMENT, LLCSELECT DIVID ETF9.2K shadded | $1.4M |
| Apella Capital, LLCSELECT DIVID ETF8.5K shadded | $1.3M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund8.4K shtrimmed | $1.3M |
| DAVIDSON TRUST COEquities8.2K shtrimmed | $1.2M |
| CHAPIN DAVIS, INC.SELECT DIVID ETF7.8K shtrimmed | $1.2M |
| EASTERN BANKSELECT DIVID ETF7.8K shtrimmed | $1.2M |
| Dale Q Rice Investment Management LtdSELECT DIVID ETF6.1K shtrimmed | $934.3K |
| Gerald Baker Financial Group LLCSELECT DIVID ETF6.1K shadded | $925.8K |
| Harpswell Capital Advisors, LLCSELECT DIVID ETF6K shheld | $912.4K |
| Dupree Financial Group, LLCSELECT DIVID ETF5.6K shtrimmed | $846.2K |
| CoreCap Advisors, LLCETF5.1K shtrimmed | $774.9K |
| TOMPKINS FINANCIAL CORPSELECT DIVID ETF5K shheld | $753.5K |
| CapWealth Advisors, LLCETF4.9K shtrimmed | $740.4K |
| Greenfield Savings BankSELECT DIVID ETF4.4K shtrimmed | $676K |
| Heartwood Wealth Advisors LLCETF4.4K shtrimmed | $664.5K |
| PUFF WEALTH MANAGEMENT, LLCSELECT DIVID ETF3.8K shadded | $579.8K |
| Breakwater Capital GroupSELECT DIVID ETF3.8K shadded | $575.4K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.SELECT DIVID ETF3.8K shheld | $573.9K |
| JUNCTURE WEALTH STRATEGIES, LLCSELECT DIVID ETF3.5K shtrimmed | $539.4K |
| TILIA FIDUCIARY PARTNERS, INC.ETF3.5K sh— | $532.9K |
| Bank of New HampshireSELECT DIVID ETF3.5K shheld | $532.2K |
| Wedmont Private CapitalSELECT DIVID ETF3.3K shadded | $517.6K |
| Bangor Savings BankSELECT DIVID ETF3.4K shheld | $510.3K |
| Weaver Consulting GroupSELECT DIVID ETF3.3K shheld | $508.3K |
| Insight Wealth Strategies, LLCSELECT DIVID ETF3.2K shtrimmed | $482.5K |
| Baring Financial LLCSELECT DIVID ETF3K shtrimmed | $461.2K |
| TrueWealth Advisors, LLCSELECT DIVID ETF3K shheld | $456.2K |
| FC Advisory LLCSELECT DIVID ETF3K shadded | $451.2K |
| Cambridge Financial Group, LLCSELECT DIVID ETF2.9K shheld | $449.2K |
| ROCKLAND TRUST COSELECT DIVID ETF2.9K shheld | $438.1K |
| ELEVATION WEALTH PARTNERS, LLCSELECT DIVID ETF2.9K shadded | $435.2K |
| ANB BANKCom2.8K shtrimmed | $419.9K |
| Crumly & Associates Inc.SELECT DIVID ETF2.5K shadded | $379.4K |
| Gainplan LLCSELECT DIVID ETF2.5K shtrimmed | $378.2K |
| BENEDICT FINANCIAL ADVISORS INCETF2.4K shadded | $369.2K |
| First Heartland Consultants, Inc.SELECT DIVIDEND ETF2.4K shheld | $361K |
| Montz Harcus Wealth Management LLCSELECT DIVID ETF2.3K sh— | $356.9K |
| GAMMA Investing LLCETF2.3K shheld | $349.6K |
| Marquette Asset Management, LLCSELECT DIVID ETF2.3K shheld | $348.1K |
| Grove Bank & TrustSELECT DIVID ETF2.2K shtrimmed | $327.1K |
| WALLER FINANCIAL PLANNING GROUP, INCSELECT DIVID ETF2.1K shheld | $325.3K |
| FINANCIAL MANAGEMENT NETWORK INCSELECT DIVID ETF1.9K shadded | $283.3K |
| Olistico Wealth, LLCETF1.9K shtrimmed | $281.8K |
| Cooper Financial GroupSELECT DIVID ETF1.8K shadded | $273.5K |
| Canandaigua National Trust Co of FloridaCom1.8K shadded | $272.1K |
| Successful Portfolios LLCSELECT DIVID ETF1.6K shadded | $251.1K |
| Green Ridge Wealth Planning LLCSELECT DIVID ETF1.6K shheld | $241.3K |
| WoodTrust Financial CorpOTHER1.5K shtrimmed | $230K |
| Post Resch Tallon Group Inc.SELECT DIVID ETF1.5K shheld | $228.1K |
| Adams Asset Advisors, LLCSELECT DIVID ETF1.3K shheld | $202.4K |
| GILPIN WEALTH MANAGEMENT, LLCSELECT DIVID ETF925 shheld | $140.7K |
| Trust CoETF895 shheld | $136.1K |
| ARMSTRONG ADVISORY GROUP, INCSELECT DIVID ETF766 shheld | $116.5K |
| Davis Capital ManagementETF752 shtrimmed | $114.4K |
| Horizons Wealth ManagementETF360 shheld | $54.7K |
| Byrne Asset Management LLCCOM315 shheld | $48.1K |
| TOTH FINANCIAL ADVISORY CORPSELECT DIVID ETF235 shheld | $35.7K |
| AMERICAN NATIONAL BANK & TRUSTSELECT DIVID ETF230 shheld | $35K |
| Quintet Private Bank (Europe) S.A.SELECT DIVID ETF100 shheld | $15.2K |
| Central Pacific Bank - Trust DivisionSELECT DIVID ETF18 shheld | $2.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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