BlackRock Enhanced Equity Dividend Trust
BDJ- Exchange
- NYSE
- SEC CIK
- 0001332283
No open-market purchases or sales by BlackRock Enhanced Equity Dividend Trust insiders were filed in the last 90 days; 218 institutions reported holding it in 13F filings for Q2 2026, worth $298.1M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 205
- +7 vs. Q3 2025
- Shares held
- 31.3M
- −691.9K (−2.2%) vs. Q3 2025
- Total value
- $296.7M
- +$5.68M (+2.0%) vs. Q3 2025
- New holders
- 25
- 69 more added
- Sold out
- 18
- 64 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BDJ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 218 | $298.1M |
| Q1 2026 | 218 | $264.3M |
| Q4 2025 | 205 | $296.7M |
| Q3 2025 | 203 | $292.2M |
| Q2 2025 | 207 | $284.2M |
| Q1 2025 | 210 | $277.9M |
| Q4 2024 | 217 | $275.3M |
| Q3 2024 | 210 | $313.9M |
| Q2 2024 | 214 | $308.3M |
| Q1 2024 | 207 | $310.9M |
| Q4 2023 | 216 | $280.0M |
| Q3 2023 | 199 | $268.8M |
| Q2 2023 | 196 | $285.3M |
| Q1 2023 | 197 | $296.3M |
| Q4 2022 | 188 | $314.6M |
| Q3 2022 | 187 | $287.1M |
| Q2 2022 | 187 | $320.8M |
| Q1 2022 | 182 | $342.5M |
| Q4 2021 | 178 | $348.3M |
| Q3 2021 | 161 | $294.3M |
| Q2 2021 | 169 | $297.6M |
| Q1 2021 | 175 | $295.5M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 23,086 | $218.9K | 0.00% | −10,949−32.2% | Reduced |
| The PNC Financial Services Group, Inc. | 23,660 | $224.3K | 0.00% | +5,969+33.7% | Added |
| Vista Investment Partners II, LLC | 23,698 | $224.7K | 0.10% | −58−0.2% | Reduced |
| Western Financial Corp | 24,032 | $227.8K | 0.09% | +593+2.5% | Added |
| Roble, Belko & Company, Inc | 24,762 | $235.0K | 0.03% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 24,963 | $236.6K | 0.15% | +1,300+5.5% | Added |
| Client 1st Advisory Group, LLC | 25,000 | $237.0K | 0.07% | +25,000 | New |
| Creative Planning | 25,358 | $240.4K | 0.00% | +25,358 | New |
| CFO4Life Group, LLC | 25,936 | $245.9K | 0.04% | +811+3.2% | Added |
| Wealthspan Partners, LLC | 26,559 | $251.8K | 0.09% | +113+0.4% | Added |
| Ameritas Advisory Services, LLC | 26,634 | $252.5K | 0.01% | −3,005−10.1% | Reduced |
| Benjamin Edwards Inc | 27,406 | $259.8K | 0.00% | −584−2.1% | Reduced |
| Harbour Wealth Management Group, Inc. | 27,587 | $261.5K | 0.20% | +27,587 | New |
| Integrated Wealth Concepts LLC | 28,034 | $265.8K | 0.00% | +56+0.2% | Added |
| Corrado Advisors, LLC | 28,305 | $268.3K | 0.13% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 28,400 | $269.2K | 0.08% | +592+2.1% | Added |
| Kapstone Financial Advisors LLC | 30,936 | $293.3K | 0.15% | +3,775+13.9% | Added |
| Comerica Bank | 31,453 | $298.2K | 0.00% | −2,021−6.0% | Reduced |
| NBC Securities, Inc. | 31,572 | $299.3K | 0.02% | −698−2.2% | Reduced |
| Evolve Private Wealth, LLC | 32,296 | $306.2K | 0.02% | +32,296 | New |
| K2 Principal Fund, L.P. | 32,984 | $312.7K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 33,008 | $312.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 34,943 | $331.3K | 0.00% | −24,580−41.3% | Reduced |
| NWF Advisory Services Inc. | 35,013 | $331.9K | 0.04% | −9,071−20.6% | Reduced |
| Envestnet Asset Management Inc | 35,113 | $332.9K | 0.00% | −102,462−74.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,249 | $334.2K | 0.04% | +157+0.4% | Added |
| Thrivent Financial for Lutherans | 35,809 | $340.0K | 0.00% | −10,953−23.4% | Reduced |
| Jane Street Group, LLC | 36,291 | $344.0K | 0.00% | +22,113+156.0% | Added |
| Brown Advisory Inc | 36,566 | $346.6K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 36,829 | $367.0K | 0.01% | −10.0% | Reduced |
| Saxon Interests, Inc. | 39,428 | $373.8K | 0.13% | −1,666−4.1% | Reduced |
| Shufro Rose & Co LLC | 41,862 | $396.9K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 42,088 | $399.0K | 0.05% | −5,140−10.9% | Reduced |
| Saxony Capital Management, LLC | 42,883 | $406.5K | 0.25% | +30+0.1% | Added |
| D.A. Davidson & Co. | 43,116 | $408.7K | 0.00% | −2,580−5.6% | Reduced |
| Brick & Kyle, Associates | 44,046 | $418.0K | 0.15% | −243−0.5% | Reduced |
| Mezzasalma Advisors, LLC | 45,034 | $424.1K | 0.10% | +1,159+2.6% | Added |
| International Assets Investment Management, LLC | 44,820 | $424.9K | 0.03% | +5,054+12.7% | Added |
| Cove Private Wealth, LLC | 45,237 | $428.8K | 0.13% | 00.0% | Unchanged |
| CWM, LLC | 45,433 | $431.0K | 0.00% | +38,000+511.2% | Added |
| Stratos Wealth Partners, LTD. | 45,700 | $433.2K | 0.00% | −4,396−8.8% | Reduced |
| Allworth Financial LP | 46,731 | $443.0K | 0.00% | +1,124+2.5% | Added |
| Investment Partners Asset Management, Inc. | 47,389 | $449.2K | 0.28% | −490−1.0% | Reduced |
| Private Advisor Group, LLC | 48,581 | $460.5K | 0.00% | +223+0.5% | Added |
| Avantax Planning Partners, Inc. | 49,635 | $470.5K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 50,439 | $478.2K | 0.00% | +1,210+2.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 51,211 | $485.5K | 0.16% | +1,169+2.3% | Added |
| StoneX Group Inc. | 53,285 | $505.1K | 0.02% | −1,800−3.3% | Reduced |
| WCG Wealth Advisors LLC | 56,009 | $531.0K | 0.01% | +920+1.7% | Added |
| Summit Financial, LLC | 56,047 | $531.3K | 0.01% | +7,766+16.1% | Added |
| MGB Wealth Management, LLC | 56,869 | $539.1K | 0.15% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 57,000 | $540.4K | 0.23% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 57,521 | $545.3K | 0.00% | +1,480+2.6% | Added |
| HighTower Advisors, LLC | 59,698 | $565.9K | 0.00% | +23,752+66.1% | Added |
| Wealthspire Advisors, LLC | 63,895 | $605.7K | 0.00% | +11,838+22.7% | Added |
| Stolper Co | 64,696 | $613.0K | 0.18% | +962+1.5% | Added |
| Regions Financial Corp | 65,000 | $616.2K | 0.00% | +20,000+44.4% | Added |
| Concorde Asset Management, LLC | 66,105 | $626.7K | 0.25% | +8,200+14.2% | Added |
| OMC Financial Services LTD | 66,580 | $631.2K | 0.24% | −400−0.6% | Reduced |
| Kovack Advisors, Inc. | 71,900 | $681.6K | 0.03% | +71,900 | New |
| Ashton Thomas Securities, LLC | 73,226 | $694.2K | 0.13% | −1,200−1.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 78,497 | $744.2K | 0.22% | +818+1.1% | Added |
| Park Avenue Securities LLC | 79,116 | $750.0K | 0.01% | +24,257+44.2% | Added |
| Sanctuary Advisors, LLC | 83,446 | $791.1K | 0.00% | −1,036−1.2% | Reduced |
| Farther Finance Advisors, LLC | 86,576 | $820.7K | 0.01% | +21,775+33.6% | Added |
| PMG Family Office LLC | 90,688 | $859.7K | 0.99% | −33,875−27.2% | Reduced |
| David J Yvars Group | 95,721 | $904.5K | 0.48% | +1,304+1.4% | Added |
| Shaker Financial Services, LLC | 97,082 | $920.3K | 0.29% | −271,410−73.7% | Reduced |
| WealthTrust Axiom LLC | 97,206 | $921.5K | 0.24% | −1,278−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 97,616 | $925.4K | 0.00% | +161+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 97,941 | $932.4K | 0.00% | −9,161−8.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 101,485 | $962.1K | 0.01% | +1,595+1.6% | Added |
| Mercer Global Advisors Inc | 106,611 | $1.01M | 0.00% | +2,094+2.0% | Added |
| Warren Averett Asset Management, LLC | 108,210 | $1.03M | 0.01% | −1,070−1.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 110,900 | $1.05M | 0.05% | −8,162−6.9% | Reduced |
| Calamos Advisors LLC | 111,677 | $1.06M | 0.00% | +27,162+32.1% | Added |
| Centurion Wealth Management LLC | 113,260 | $1.07M | 0.24% | −444−0.4% | Reduced |
| IHT Wealth Management, LLC | 119,759 | $1.14M | 0.03% | −6,850−5.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 120,961 | $1.15M | 0.00% | +819+0.7% | Added |
| GWM Advisors LLC | 128,510 | $1.22M | 0.00% | +42,802+49.9% | Added |
| Shulman DeMeo Asset Management LLC | 135,379 | $1.28M | 0.29% | −178−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 172,475 | $1.64M | 0.00% | −3,971−2.3% | Reduced |
| Colony Group, LLC | 175,349 | $1.66M | 0.00% | +175,349 | New |
| Cetera Investment Advisers | 244,186 | $2.31M | 0.00% | +16,378+7.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 253,474 | $2.40M | 0.08% | −75,172−22.9% | Reduced |
| Baird Financial Group, Inc. | 269,290 | $2.55M | 0.00% | +2,213+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 271,839 | $2.58M | 0.01% | −4,532−1.6% | Reduced |
| Ameriprise Financial Inc | 289,226 | $2.74M | 0.00% | −8,757−2.9% | Reduced |
| Cerity Partners LLC | 433,615 | $4.11M | 0.01% | −3,634−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 510,941 | $4.84M | 0.01% | +89,931+21.4% | Added |
| Boothe Investment Group, Inc. | 527,966 | $5.01M | 1.79% | +31,298+6.3% | Added |
| Bank of America Corp | 572,447 | $5.43M | 0.00% | −17,472−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 592,979 | $5.62M | 0.01% | −20,006−3.3% | Reduced |
| Advisors Asset Management, Inc. | 600,745 | $5.70M | 0.10% | −132,219−18.0% | Reduced |
| Janney Montgomery Scott LLC | 636,220 | $6.03M | 0.01% | −4,849−0.8% | Reduced |
| UBS Group AG | 700,242 | $6.64M | 0.00% | +62,974+9.9% | Added |
| Waterfront Wealth Inc. | 778,390 | $7.39M | 1.40% | −137,343−15.0% | Reduced |
| Royal Bank of Canada | 855,041 | $8.11M | 0.00% | +19,909+2.4% | Added |
| Stifel Financial Corp | 1,132,105 | $10.7M | 0.01% | +20,177+1.8% | Added |
| LPL Financial LLC | 1,866,062 | $17.7M | 0.00% | +54,826+3.0% | Added |