WILMINGTON, DE
BLACKROCK ENHANCED EQUITY DIVIDEND TRUSTBDJ— Latest position per institution from SEC 13F filings
15
Institutional holders
27.54M
Total shares held
222.03M
Estimated value
1.38M
Avg. position size
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
4.15M
Value
35.78M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
3.38M
Value
29.10M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.51M
Value
21.61M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
2.33M
Value
20.10M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
2.08M
Value
18.01M
Filed
Sep 30, 2024
INVESCO LTD.
CIK 914208
Shares
1.87M
Value
16.10M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.75M
Value
15.09M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
1.29M
Value
11.16M
Filed
Sep 30, 2024
STIFEL FINANCIAL CORP
CIK 720672
Shares
1.15M
Value
9.89M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
873.56K
Value
7.53M
Filed
Mar 31, 2026
WATERFRONT WEALTH INC.
CIK 1775210
Shares
837.66K
Value
7.22M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
734.21K
Value
6.33M
Filed
Mar 31, 2026
STRATOS WEALTH ADVISORS, LLC
CIK 1707202
Shares
690.01K
Value
5.69M
Filed
Mar 31, 2024
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
631K
Value
5.44K
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
614.31K
Value
5.46K
Filed
Jun 30, 2025
CLARAPHI ADVISORY NETWORK, LLC
CIK 1724134
Shares
592.24K
Value
592.24K
Filed
Dec 31, 2022
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
572.92K
Value
4.94M
Filed
Mar 31, 2026
BOOTHE INVESTMENT GROUP, INC.
CIK 1749798
Shares
558.08K
Value
4.81M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
510.29K
Value
4.40M
Filed
Mar 31, 2026
CERITY PARTNERS LLC
CIK 1566475
Shares
424.13K
Value
3.66M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 720005 | 4.15M | 35.78M | Mar 31, 2026 |
| 2 | MORGAN STANLEY | 895421 | 3.38M | 29.10M | Mar 31, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 2.51M | 21.61M | Mar 31, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 2.33M | 20.10M | Mar 31, 2026 |
| 5 | RAYMOND JAMES & ASSOCIATES | 1084208 | 2.08M | 18.01M | Sep 30, 2024 |
| 6 | INVESCO LTD. | 914208 | 1.87M | 16.10M | Mar 31, 2026 |
| 7 | LPL FINANCIAL LLC | 1403438 | 1.75M | 15.09M | Mar 31, 2026 |
| 8 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 1.29M | 11.16M | Sep 30, 2024 |
| 9 | STIFEL FINANCIAL CORP | 720672 | 1.15M | 9.89M | Mar 31, 2026 |
| 10 | ROYAL BANK OF CANADA | 1000275 | 873.56K | 7.53M | Mar 31, 2026 |
| 11 | WATERFRONT WEALTH INC. | 1775210 | 837.66K | 7.22M | Mar 31, 2026 |
| 12 | UBS GROUP AG | 1610520 | 734.21K | 6.33M | Mar 31, 2026 |
| 13 | STRATOS WEALTH ADVISORS, LLC | 1707202 | 690.01K | 5.69M | Mar 31, 2024 |
| 14 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 631K | 5.44K | Mar 31, 2026 |
| 15 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 614.31K | 5.46K | Jun 30, 2025 |
| 16 | CLARAPHI ADVISORY NETWORK, LLC | 1724134 | 592.24K | 592.24K | Dec 31, 2022 |
| 17 | BANK OF AMERICA CORP /DE/ | 70858 | 572.92K | 4.94M | Mar 31, 2026 |
| 18 | BOOTHE INVESTMENT GROUP, INC. | 1749798 | 558.08K | 4.81M | Mar 31, 2026 |
| 19 | OSAIC HOLDINGS, INC. | 1677044 | 510.29K | 4.40M | Mar 31, 2026 |
| 20 | CERITY PARTNERS LLC | 1566475 | 424.13K | 3.66M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.