DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK ENHANCED EQUITY DI (BDJ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
221
Reporting holders
$300.0M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -7.7%-$1.9M |
| 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 |
| Janney Montgomery Scott LLC | $5.9M | 618,636 | 0.01% | 31q | -2.0%-$118.3K |
| 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 | -3.5%-$87.8K |
| Cetera Investment Advisers | $2.4M | 249,142 | 0.00% | 18q | +6.5%+$146.5K |
| Cambridge Investment Research Advisors, Inc. | $2.3M | 241,084 | 0.00% | 31q | +102.0%+$1.2M |
| 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% | 19q | -0.6%-$7.2K |
| 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% | 17q | -59.3%-$1.7M |
| IHT Wealth Management, LLC | $1.1M | 114,750 | 0.02% | 30q | HELD |
| Palogic Value Management, L.P. | $1.1M | 114,000 | 0.18% | 15q | +100.0%+$545.5K |
| 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 |
| PARK AVENUE SECURITIES LLC | $778.0K | 81,270 | 0.00% | 10q | HELD |
| 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 |
| Stolper Co | $656.0K | 68,503 | 0.17% | 12q | +5.9%+$36.8K |
| OMC Financial Services LTD | $637.2K | 66,580 | 0.21% | 10q | HELD |
| REGIONS FINANCIAL CORP | $622.0K | 65,000 | 0.00% | 17q | HELD |
| WEDBUSH SECURITIES INC | $607.0K | 63,434 | 0.02% | 31q | +162.1%+$375.4K |
| 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 |
| 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 |
| Thrivent Financial for Lutherans | $469.0K | 48,917 | 0.00% | 10q | +36.6%+$125.7K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $389.7K | 40,716 | 0.00% | 30q | -39.9%-$258.7K |
| 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 |
| 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 |
Showing the largest 100 of 221 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 79 | $30.6M | 3,245,706 | 4 | 22 | 12 | 0.0% |
| Q2 2026 | 221 | $300.0M | 31,315,620 | 16 | 63 | 44 | 0.0% |
| Q1 2026 | 221 | $267.6M | 31,008,341 | 34 | 57 | 43 | 0.0% |
| Q4 2025 | 207 | $296.9M | 31,302,609 | 19 | 60 | 60 | 0.0% |
| Q3 2025 | 204 | $293.4M | 32,234,947 | 16 | 79 | 42 | 0.0% |
| Q2 2025 | 208 | $292.5M | 32,902,535 | 22 | 73 | 52 | 0.0% |
| Q1 2025 | 211 | $277.9M | 32,340,521 | 21 | 65 | 54 | 0.0% |
| Q4 2024 | 218 | $275.3M | 33,204,725 | 23 | 47 | 73 | 0.0% |
| Q3 2024 | 210 | $314.0M | 36,303,667 | 20 | 50 | 81 | 0.0% |
| Q2 2024 | 215 | $308.3M | 37,724,147 | 25 | 58 | 58 | 0.0% |
| Q1 2024 | 210 | $387.2M | 46,979,668 | 19 | 63 | 52 | 0.0% |
| Q4 2023 | 217 | $305.4M | 39,692,493 | 24 | 56 | 69 | 0.0% |
| Q3 2023 | 199 | $268.8M | 35,508,529 | 19 | 55 | 52 | 0.0% |
| Q2 2023 | 196 | $286.4M | 34,306,073 | 15 | 52 | 47 | 0.0% |
| Q1 2023 | 197 | $296.8M | 34,592,888 | 25 | 49 | 53 | 0.0% |
| Q4 2022 | 186 | $314.7M | 34,933,164 | 21 | 61 | 49 | 0.0% |
| Q3 2022 | 184 | $1.2B | 144,498,525 | 21 | 42 | 50 | 0.0% |
| Q2 2022 | 185 | $1.1B | 121,177,452 | 22 | 51 | 47 | 0.0% |
| Q1 2022 | 180 | $1.3B | 132,781,390 | 19 | 46 | 48 | 0.0% |
| Q4 2021 | 175 | $1.5B | 142,740,820 | 21 | 46 | 38 | 0.0% |
| Q3 2021 | 159 | $1.1B | 116,508,180 | 12 | 44 | 40 | 0.0% |
| Q2 2021 | 167 | $1.4B | 137,686,727 | 17 | 47 | 55 | 0.0% |
| Q1 2021 | 172 | $1.5B | 155,298,824 | 15 | 50 | 55 | 0.0% |
| Q4 2020 | 173 | $1.7B | 195,538,941 | 14 | 55 | 46 | 0.0% |
| Q3 2020 | 170 | $1.4B | 196,824,637 | 19 | 45 | 48 | 0.0% |
| Q2 2020 | 163 | $1.4B | 195,475,912 | 9 | 46 | 54 | 0.0% |
| Q1 2020 | 175 | $1.3B | 194,349,433 | 20 | 56 | 42 | 0.0% |
| Q4 2019 | 181 | $2.1B | 209,536,568 | 19 | 48 | 43 | 0.0% |
| Q3 2019 | 173 | $2.0B | 214,684,216 | 19 | 44 | 37 | 0.0% |
| Q2 2019 | 169 | $1.7B | 192,014,243 | 20 | 51 | 39 | 0.0% |
| Q1 2019 | 170 | $1.6B | 190,221,085 | 11 | 58 | 43 | 0.0% |
| Q4 2018 | 176 | $1.5B | 188,674,577 | 1 | 4 | 5 | 0.0% |