As of the latest SEC filings, ISHARES SELECT DIVIDEND ETF (DVY) is held by 8 institutional funds. The largest fund shareholder is HCM Sector Plus Fund (HCMQX), holding an estimated $153,140,162.07 in market value, representing 8.40% of its portfolio.
Funds holding ISHARES SELECT DIVIDEND ETF (DVY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DVY
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
HCMQX
HCM Sector Plus Fund
|
MF | Independent / Boutique | 8.40% | $153,140,162.07 | 1,011,427 | Mar 31, 2026 | May 29, 2026 |
|
TDSC
ETC Cabana Target Drawdown 10 ETF
|
ETF | Independent / Boutique | 5.12% | $5,248,951.44 | 33,764 | Apr 30, 2026 | Jun 26, 2026 |
|
GPMIX
GuidePath Multi-Asset Income Allocation Fund
|
MF | Independent / Boutique | 3.55% | $3,884,574.96 | 25,656 | Mar 31, 2026 | May 29, 2026 |
|
AIIFX
Timber Point Alternative Income Fund
|
MF | Independent / Boutique | 2.54% | $681,345.00 | 4,500 | Mar 31, 2026 | May 28, 2026 |
|
DUKQ
Ocean Park Domestic ETF
|
ETF | Independent / Boutique | 5.39% | $629,562.78 | 4,158 | Mar 31, 2026 | May 29, 2026 |
|
CAPPX
CANTERBURY PORTFOLIO THERMOSTAT FUND
|
MF | Independent / Boutique | 4.99% | $443,061.00 | 2,850 | Apr 30, 2026 | Jun 29, 2026 |
|
BRES
Burney U.S. Equity Select ETF
|
ETF | Independent / Boutique | 0.04% | $245,315.88 | 1,578 | Apr 30, 2026 | Jun 29, 2026 |
|
XCHG
AB US Equity ETF
|
ETF | Independent / Boutique | 0.01% | $82,047.00 | 525 | Feb 28, 2026 | Apr 24, 2026 |
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