Tamarly Intelligence

Who Holds BlackRock Enhanced Equity Dividend Trust (BDJ)? 217 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 217 holders, $288 million in total.

Largest holders

The 100 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
RAYMOND JAMES FINANCIAL INC4,470,795$43 million+8%13F
MORGAN STANLEY3,384,379$32 million+0%13F
GUGGENHEIM CAPITAL LLC2,373,919$23 million+2%13F
Invesco Ltd.2,331,668$22 million+25%13F
WELLS FARGO & COMPANY/MN2,312,905$22 million-8%13F
LPL Financial LLC1,907,801$18 million+9%13F
STIFEL FINANCIAL CORP1,111,630$11 million-3%13F
Waterfront Wealth Inc.848,328$8 million+1%13F
ROYAL BANK OF CANADA801,250$8 million-8%13F
UBS Group AG646,120$6 million-12%13F
Boothe Investment Group, Inc.599,840$6 million+7%13F
BANK OF AMERICA CORP /DE/560,315$5 million-2%13F
OSAIC HOLDINGS, INC.547,128$5 million+7%13F
Steward Partners Investment Advisory, LLC428,587$4 million+6%13F
Cerity Partners LLC346,195$3 million-18%13F
Baird Financial Group, Inc.276,049$3 million0%13F
AMERIPRISE FINANCIAL INC249,494$2 million-4%13F
Cetera Investment Advisers249,142$2 million+7%13F
Shaker Financial Services, LLC238,938$2 million+13%13F
Hennion & Walsh Asset Management, Inc.218,001$2 million-13%13F
Allspring Global Investments Holdings, LLC185,675$2 million+0%13F
COMMONWEALTH EQUITY SERVICES, LLC156,674$1 million-6%13F
Capital Investment Advisory Services, LLC146,047$1 million+1%13F
NewEdge Advisors, LLC130,565$1 million-1%13F
Shulman DeMeo Asset Management LLC129,042$1 million0%13F
Waverly Advisors, LLC127,409$1 million-1%13F
&PARTNERS126,772$1 million-3%13F
Advisors Asset Management, Inc.120,382$1 million-59%13F
IHT Wealth Management, LLC114,750$1 million+0%13F
KINGSWOOD WEALTH ADVISORS, LLC111,618$1 million-1%13F
Centurion Wealth Management LLC106,017$1 million-6%13F
Rockefeller Capital Management L.P.100,246$959,362+0%13F
Sanctuary Advisors, LLC98,621$943,803+18%13F
David J Yvars Group97,410$931,467+1%13F
WealthTrust Axiom LLC97,206$930,259+0%13F
PMG Family Office LLC95,395$912,930+3%13F
PENSION & WEALTH MANAGEMENT ADVISORS, INC.94,969$908,864+11%13F
WOLVERINE ASSET MANAGEMENT LLC93,359$893,446-35%13F
Kestra Advisory Services, LLC91,461$875,286-21%13F
Farther Finance Advisors, LLC86,342$825,1070%13F
Kovack Advisors, Inc.84,025$804,119+15%13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC73,076$706,643+1%13F
Private Advisor Group, LLC69,730$667,313+35%13F
Calamos Advisors LLC69,348$663,660+7%13F
Stratos Wealth Partners, LTD.69,309$663,287+1%13F
OMC Financial Services LTD66,580$637,171+0%13F
REGIONS FINANCIAL CORP65,000$622,050+0%13F
Wealthspire Advisors, LLC60,741$581,292+0%13F
XTX Topco Ltd57,316$548,514+90%13F
Palogic Value Management, L.P.57,000$545,490+0%13F
TRUIST FINANCIAL CORP56,388$539,634+13%13F
WCG Wealth Advisors LLC56,009$536,003+0%13F
Summit Financial, LLC54,698$523,460+1%13F
Jackson, Grant Investment Advisers, Inc.52,720$504,535+1%13F
HighTower Advisors, LLC51,251$490,469+27%13F
Pekin Hardy Strauss, Inc.49,878$477,332+35%13F
Avantax Planning Partners, Inc.49,635$475,002+0%13F
StoneX Group Inc.48,170$460,987-19%13F
Investment Partners Asset Management, Inc.47,362$453,254+0%13F
Mezzasalma Advisors, LLC46,537$445,359+2%13F
Allworth Financial LP46,391$443,967+1%13F
MGO ONE SEVEN LLC45,995$440,174+354%13F
SHUFRO ROSE & CO LLC45,862$438,900+0%13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP45,805$438,354-18%13F
Cove Private Wealth, LLC45,237$432,918+0%13F
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC45,079$431,403+0%13F
JANE STREET GROUP, LLC43,366$415,013-31%13F
D.A. DAVIDSON & CO.42,643$408,094-2%13F
ENVESTNET ASSET MANAGEMENT INC42,098$402,880+19%13F
Saxony Capital Management, LLC41,793$399,955-3%13F
MERCER GLOBAL ADVISORS INC /ADV40,716$389,655-40%13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC39,893$381,776+0%13F
Brick & Kyle, Associates43,738$377,023+0%13F
PNC Financial Services Group, Inc.37,691$360,703+113%13F
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors37,669$360,488+7%13F
BROWN ADVISORY INC36,566$349,937+0%13F
Venture Visionary Partners LLC36,246$346,874+0%13F
CENTRAL TRUST Co36,000$344,520+0%13F
Integrated Wealth Concepts LLC34,961$334,572+16%13F
DAVENPORT & Co LLC34,875$333,753+6%13F
Signal Advisors Wealth, LLC34,619$331,304+31%13F
Strong Retirement Solutions LLC34,583$330,959+31%13F
Beacon Pointe Advisors, LLC34,553$330,672New13F
LANARK FINANCIAL, INC.34,343$328,667-6%13F
Claro Advisors Inc.34,327$328,510-16%13F
Mariner, LLC33,952$324,922+0%13F
NWF Advisory Services Inc.33,737$322,865+1%13F
K2 PRINCIPAL FUND, L.P.32,984$315,657+0%13F
Arax Advisory Partners31,632$302,718+98%13F
FIFTH THIRD BANCORP31,361$300,125-13%13F
Ameritas Advisory Services, LLC31,337$299,891+17%13F
Kapstone Financial Advisors LLC30,936$296,058+0%13F
Creative Planning29,438$281,722-1%13F
MAI Capital Management29,052$278,024+337%13F
CORRADO ADVISORS, LLC28,305$270,879+0%13F
Wealthspire Retirement, LLC27,956$267,542+50%13F
Harbour Wealth Management Group, Inc.27,798$266,031+1%13F
BENJAMIN EDWARDS INC27,406$262,274+0%13F
Miller Financial Services LLC27,100$259,347New13F
CFO4Life Group, LLC26,986$258,260+2%13F

Questions and answers

How many institutions hold BlackRock Enhanced Equity Dividend Trust?
217 managers reported BlackRock Enhanced Equity Dividend Trust on Form 13F for the quarter ended 30 June 2026, against 217 the quarter before.
Who is the largest institutional holder of BlackRock Enhanced Equity Dividend Trust?
RAYMOND JAMES FINANCIAL INC, with 4,470,795 shares worth $43 million on its 13F for Q2 2026.
How many institutions bought or sold out of BlackRock Enhanced Equity Dividend Trust in Q2 2026?
15 managers reported a new position and 15 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds BlackRock Enhanced Equity Dividend Trust, Q2 2026", https://app.tamarly.ai/holders/blackrock-enhanced-equity-dividend-trust, built from SEC EDGAR.

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