BLACKROCK ENHANCED EQUITY DI (BDJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
209
Reporting holders
$288.8M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $42.8M | 4,470,795 | 0.01% | 7q | +7.7%+$3.1M |
| MORGAN STANLEY | $32.4M | 3,384,379 | 0.00% | 35q | HELD |
| GUGGENHEIM CAPITAL LLC | $22.7M | 2,373,919 | 0.14% | 31q | +1.8%+$399.7K |
| Invesco Ltd. | $22.3M | 2,331,668 | 0.00% | 31q | +24.8%+$4.4M |
| WELLS FARGO & COMPANY/MN | $22.1M | 2,312,905 | 0.00% | 31q | -53.9%-$25.8M |
| LPL Financial LLC | $18.3M | 1,907,801 | 0.00% | 31q | +9.0%+$1.5M |
| STIFEL FINANCIAL CORP | $10.6M | 1,111,630 | 0.01% | 31q | -3.2%-$347.0K |
| Waterfront Wealth Inc. | $8.2M | 848,328 | 1.27% | 22q | +1.3%+$103.2K |
| ROYAL BANK OF CANADA | $7.7M | 801,250 | 0.00% | 31q | -8.3%-$692.0K |
| UBS Group AG | $6.2M | 646,120 | 0.00% | 31q | -12.0%-$843.0K |
| Boothe Investment Group, Inc. | $5.7M | 599,840 | 1.81% | 12q | +7.5%+$399.7K |
| BANK OF AMERICA CORP /DE/ | $5.4M | 560,315 | 0.00% | 31q | -2.2%-$120.6K |
| OSAIC HOLDINGS, INC. | $5.2M | 547,128 | 0.01% | 26q | +7.2%+$352.5K |
| Steward Partners Investment Advisory, LLC | $4.1M | 428,587 | 0.02% | 31q | +6.1%+$237.0K |
| Cerity Partners LLC | $3.3M | 346,195 | 0.00% | 5q | -18.4%-$745.8K |
| Baird Financial Group, Inc. | $2.6M | 276,049 | 0.00% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $2.4M | 249,494 | 0.00% | 31q | -51.8%-$2.6M |
| Cetera Investment Advisers | $2.4M | 249,142 | 0.00% | 18q | +6.5%+$146.5K |
| Shaker Financial Services, LLC | $2.3M | 238,938 | 0.72% | 14q | +13.5%+$271.8K |
| Hennion & Walsh Asset Management, Inc. | $2.1M | 218,001 | 0.06% | 17q | -13.1%-$313.7K |
| Allspring Global Investments Holdings, LLC | $1.8M | 185,675 | 0.00% | 11q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 156,674 | 0.00% | 31q | -6.4%-$102.8K |
| Capital Investment Advisory Services, LLC | $1.4M | 146,047 | 0.09% | 2q | +1.1%+$14.7K |
| NewEdge Advisors, LLC | $1.2M | 130,565 | 0.00% | new | NEW |
| Shulman DeMeo Asset Management LLC | $1.2M | 129,042 | 0.23% | 19q | HELD |
| Waverly Advisors, LLC | $1.2M | 127,409 | 0.01% | 31q | -1.2%-$15.4K |
| &PARTNERS | $1.2M | 126,772 | 0.00% | 7q | -3.3%-$41.1K |
| Advisors Asset Management, Inc. | $1.2M | 120,382 | 0.02% | 34q | -59.3%-$1.7M |
| IHT Wealth Management, LLC | $1.1M | 114,750 | 0.02% | 30q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.1M | 111,618 | 0.04% | 9q | -1.1%-$11.6K |
| Centurion Wealth Management LLC | $1.0M | 106,017 | 0.24% | 14q | -6.5%-$70.3K |
| Rockefeller Capital Management L.P. | $959.4K | 100,246 | 0.00% | 28q | HELD |
| Sanctuary Advisors, LLC | $943.8K | 98,621 | 0.00% | 9q | +18.2%+$145.2K |
| David J Yvars Group | $931.5K | 97,410 | 0.44% | 23q | +0.9%+$8.1K |
| WealthTrust Axiom LLC | $930.3K | 97,206 | 0.21% | 31q | HELD |
| PMG Family Office LLC | $912.9K | 95,395 | 0.84% | 4q | +3.1%+$27.9K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $908.9K | 94,969 | 0.25% | 15q | +10.6%+$87.2K |
| WOLVERINE ASSET MANAGEMENT LLC | $893.4K | 93,359 | 0.01% | 2q | -35.4%-$489.4K |
| Kestra Advisory Services, LLC | $875.3K | 91,461 | 0.00% | 24q | -21.3%-$236.6K |
| Farther Finance Advisors, LLC | $825.1K | 86,342 | 0.01% | 8q | HELD |
| Kovack Advisors, Inc. | $804.1K | 84,025 | 0.04% | 3q | +15.1%+$105.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $779.3K | 81,432 | 0.00% | 30q | +20.2%+$130.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $706.6K | 73,076 | 0.00% | 12q | +1.4%+$9.7K |
| Private Advisor Group, LLC | $667.3K | 69,730 | 0.00% | 31q | +35.4%+$174.5K |
| Calamos Advisors LLC | $663.7K | 69,348 | 0.00% | 10q | +7.1%+$44.2K |
| Stratos Wealth Partners, LTD. | $663.3K | 69,309 | 0.01% | 13q | +1.2%+$7.8K |
| OMC Financial Services LTD | $637.2K | 66,580 | 0.21% | 10q | HELD |
| REGIONS FINANCIAL CORP | $622.0K | 65,000 | 0.00% | 17q | HELD |
| Wealthspire Advisors, LLC | $581.3K | 60,741 | 0.00% | 17q | HELD |
| XTX Topco Ltd | $548.5K | 57,316 | 0.01% | 2q | +90.4%+$260.4K |
| Palogic Value Management, L.P. | $545.5K | 57,000 | 0.18% | 15q | HELD |
| TRUIST FINANCIAL CORP | $539.6K | 56,388 | 0.00% | 27q | +13.4%+$63.8K |
| WCG Wealth Advisors LLC | $536.0K | 56,009 | 0.01% | 6q | HELD |
| Summit Financial, LLC | $523.5K | 54,698 | 0.01% | 5q | +0.7%+$3.5K |
| Jackson, Grant Investment Advisers, Inc. | $504.5K | 52,720 | 0.16% | 31q | +1.5%+$7.3K |
| HighTower Advisors, LLC | $490.5K | 51,251 | 0.00% | 21q | +27.4%+$105.4K |
| Pekin Hardy Strauss, Inc. | $477.3K | 49,878 | 0.04% | 3q | +35.4%+$124.7K |
| Avantax Planning Partners, Inc. | $475.0K | 49,635 | 0.01% | 10q | HELD |
| StoneX Group Inc. | $461.0K | 48,170 | 0.02% | 7q | -19.4%-$110.9K |
| Investment Partners Asset Management, Inc. | $453.3K | 47,362 | 0.25% | 11q | HELD |
| Mezzasalma Advisors, LLC | $445.4K | 46,537 | 0.09% | 7q | +1.6%+$7.2K |
| Allworth Financial LP | $444.0K | 46,391 | 0.00% | 16q | +1.1%+$4.8K |
| MGO ONE SEVEN LLC | $440.2K | 45,995 | 0.01% | 31q | +354.0%+$343.2K |
| SHUFRO ROSE & CO LLC | $438.9K | 45,862 | 0.03% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $438.4K | 45,805 | 0.00% | 2q | -17.8%-$95.1K |
| Cove Private Wealth, LLC | $432.9K | 45,237 | 0.08% | 7q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $431.4K | 45,079 | 0.03% | 15q | HELD |
| JANE STREET GROUP, LLC | $415.0K | 43,366 | 0.00% | 4q | -30.7%-$183.5K |
| D.A. DAVIDSON & CO. | $408.1K | 42,643 | 0.00% | 23q | -2.3%-$9.6K |
| ENVESTNET ASSET MANAGEMENT INC | $402.9K | 42,098 | 0.00% | 31q | +19.1%+$64.5K |
| Saxony Capital Management, LLC | $400.0K | 41,793 | 0.18% | 11q | -2.5%-$10.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $381.8K | 39,893 | 0.00% | 2q | HELD |
| Brick & Kyle, Associates | $377.0K | 43,738 | 0.12% | 31q | HELD |
| PNC Financial Services Group, Inc. | $360.7K | 37,691 | 0.00% | 31q | +113.1%+$191.4K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $360.5K | 37,669 | 0.04% | 31q | +6.5%+$22.1K |
| BROWN ADVISORY INC | $349.9K | 36,566 | 0.00% | 12q | HELD |
| Venture Visionary Partners LLC | $346.9K | 36,246 | 0.01% | 27q | HELD |
| CENTRAL TRUST Co | $344.5K | 36,000 | 0.01% | 2q | HELD |
| Integrated Wealth Concepts LLC | $334.6K | 34,961 | 0.00% | 17q | +16.2%+$46.7K |
| DAVENPORT & Co LLC | $333.8K | 34,875 | 0.00% | 31q | +5.7%+$17.9K |
| Signal Advisors Wealth, LLC | $331.3K | 34,619 | 0.02% | 2q | +30.6%+$77.7K |
| Strong Retirement Solutions LLC | $331.0K | 34,583 | 0.20% | 2q | +30.5%+$77.4K |
| Beacon Pointe Advisors, LLC | $330.7K | 34,553 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $328.7K | 34,343 | 0.02% | 12q | -6.1%-$21.4K |
| Claro Advisors Inc. | $328.5K | 34,327 | 0.03% | 26q | -16.5%-$64.7K |
| Mariner, LLC | $324.9K | 33,952 | 0.00% | 11q | HELD |
| NWF Advisory Services Inc. | $322.9K | 33,737 | 0.03% | 6q | +1.4%+$4.5K |
| K2 PRINCIPAL FUND, L.P. | $315.7K | 32,984 | 0.02% | 7q | HELD |
| Arax Advisory Partners | $302.7K | 31,632 | 0.00% | 6q | +97.7%+$149.6K |
| FIFTH THIRD BANCORP | $300.1K | 31,361 | 0.00% | 2q | -13.4%-$46.4K |
| Ameritas Advisory Services, LLC | $299.9K | 31,337 | 0.01% | 10q | +17.5%+$44.6K |
| Kapstone Financial Advisors LLC | $296.1K | 30,936 | 0.12% | 9q | HELD |
| Creative Planning | $281.7K | 29,438 | 0.00% | 3q | -1.1%-$3.0K |
| MAI Capital Management | $278.0K | 29,052 | 0.00% | 7q | +336.7%+$214.4K |
| CORRADO ADVISORS, LLC | $270.9K | 28,305 | 0.12% | 31q | HELD |
| Wealthspire Retirement, LLC | $267.5K | 27,956 | 0.01% | 2q | +50.3%+$89.6K |
| Harbour Wealth Management Group, Inc. | $266.0K | 27,798 | 0.18% | 3q | +1.2%+$3.2K |
| BENJAMIN EDWARDS INC | $262.3K | 27,406 | 0.00% | 5q | HELD |
| Miller Financial Services LLC | $259.3K | 27,100 | 0.21% | new | NEW |
| CFO4Life Group, LLC | $258.3K | 26,986 | 0.03% | 22q | +2.0%+$5.0K |
Showing the largest 100 of 218 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 209 | $288.8M | 30,152,178 | 16 | 59 | 39 | 0.0% |
| Q1 2026 | 209 | $280.8M | 32,565,296 | 35 | 55 | 36 | 0.0% |
| Q4 2025 | 193 | $292.1M | 30,792,595 | 18 | 55 | 55 | 0.0% |
| Q3 2025 | 192 | $278.4M | 30,590,410 | 16 | 74 | 39 | 0.0% |
| Q2 2025 | 189 | $274.1M | 30,830,897 | 21 | 62 | 50 | 0.0% |
| Q1 2025 | 192 | $260.2M | 30,278,716 | 20 | 55 | 53 | 0.0% |
| Q4 2024 | 196 | $267.8M | 32,301,616 | 21 | 42 | 65 | 0.0% |
| Q3 2024 | 188 | $304.4M | 35,197,072 | 17 | 46 | 72 | 0.0% |
| Q2 2024 | 195 | $301.3M | 36,873,291 | 24 | 50 | 52 | 0.0% |
| Q1 2024 | 187 | $369.9M | 44,875,183 | 16 | 58 | 46 | 0.0% |
| Q4 2023 | 198 | $291.6M | 37,899,140 | 23 | 51 | 64 | 0.0% |
| Q3 2023 | 179 | $254.2M | 33,584,812 | 16 | 50 | 50 | 0.0% |
| Q2 2023 | 177 | $273.3M | 32,743,559 | 13 | 45 | 44 | 0.0% |
| Q1 2023 | 174 | $279.1M | 32,532,228 | 22 | 41 | 47 | 0.0% |
| Q4 2022 | 154 | $287.2M | 31,881,024 | 17 | 50 | 38 | 0.0% |
| Q3 2022 | 186 | $277.5M | 33,863,577 | 22 | 44 | 49 | 0.0% |
| Q2 2022 | 186 | $310.0M | 34,749,390 | 21 | 53 | 47 | 0.0% |
| Q1 2022 | 182 | $349.6M | 35,547,663 | 20 | 47 | 48 | 0.0% |
| Q4 2021 | 176 | $382.1M | 35,028,457 | 21 | 46 | 39 | 0.0% |
| Q3 2021 | 159 | $294.3M | 30,015,759 | 12 | 44 | 40 | 0.0% |
| Q2 2021 | 167 | $297.6M | 29,372,150 | 17 | 47 | 55 | 0.0% |
| Q1 2021 | 174 | $300.6M | 31,773,667 | 16 | 51 | 55 | 0.0% |
| Q4 2020 | 173 | $266.2M | 31,392,252 | 14 | 55 | 46 | 0.0% |
| Q3 2020 | 171 | $238.9M | 32,683,501 | 20 | 45 | 48 | 0.0% |
| Q2 2020 | 163 | $266.7M | 36,336,211 | 9 | 46 | 53 | 0.0% |
| Q1 2020 | 176 | $244.9M | 37,489,269 | 20 | 56 | 43 | 0.0% |
| Q4 2019 | 183 | $344.5M | 34,733,035 | 21 | 47 | 44 | 0.0% |
| Q3 2019 | 173 | $336.6M | 36,667,941 | 19 | 44 | 37 | 0.0% |
| Q2 2019 | 169 | $324.8M | 36,622,382 | 20 | 51 | 39 | 0.0% |
| Q1 2019 | 171 | $323.2M | 37,794,435 | 12 | 58 | 43 | 0.0% |
| Q4 2018 | 176 | $300.9M | 38,706,464 | 1 | 5 | 4 | 0.0% |