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, Q1 2026
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Mar 31, 2026. 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
- 218
- +16 vs. Q4 2025
- Shares held
- 30.6M
- −552.4K (−1.8%) vs. Q4 2025
- Total value
- $264.3M
- −$31.3M (−10.6%) vs. Q4 2025
- New holders
- 35
- 67 more added
- Sold out
- 19
- 48 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 4,150,434 | $35.8M | 0.01% | +16,695+0.4% | Added |
| Morgan Stanley | 3,375,769 | $29.1M | 0.00% | −43,415−1.3% | Reduced |
| Wells Fargo & Company | 2,506,507 | $21.6M | 0.00% | −160,833−6.0% | Reduced |
| Guggenheim Capital LLC | 2,332,156 | $20.1M | 0.16% | +34,251+1.5% | Added |
| Invesco Ltd. | 1,867,900 | $16.1M | 0.00% | −328,826−15.0% | Reduced |
| LPL Financial LLC | 1,750,956 | $15.1M | 0.00% | −115,106−6.2% | Reduced |
| Stifel Financial Corp | 1,147,893 | $9.89M | 0.01% | +15,788+1.4% | Added |
| Royal Bank of Canada | 873,561 | $7.53M | 0.00% | +18,520+2.2% | Added |
| Waterfront Wealth Inc. | 837,658 | $7.22M | 1.33% | +59,268+7.6% | Added |
| UBS Group AG | 734,211 | $6.33M | 0.00% | +33,969+4.9% | Added |
| Janney Montgomery Scott LLC | 630,998 | $5.44M | 0.01% | −5,222−0.8% | Reduced |
| Bank of America Corp | 572,919 | $4.94M | 0.00% | +472+0.1% | Added |
| Boothe Investment Group, Inc. | 558,077 | $4.81M | 1.55% | +30,111+5.7% | Added |
| Advisor Group Holdings, Inc. | 510,291 | $4.40M | 0.01% | −650−0.1% | Reduced |
| Cerity Partners LLC | 424,125 | $3.66M | 0.01% | −9,490−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 403,819 | $3.48M | 0.02% | +131,980+48.6% | Added |
| Advisors Asset Management, Inc. | 295,881 | $2.55M | 0.04% | −304,864−50.7% | Reduced |
| Baird Financial Group, Inc. | 276,218 | $2.38M | 0.00% | +6,928+2.6% | Added |
| Ameriprise Financial Inc | 258,667 | $2.23M | 0.00% | −30,559−10.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 250,777 | $2.16M | 0.07% | −2,697−1.1% | Reduced |
| Cetera Investment Advisers | 233,834 | $2.02M | 0.00% | −10,352−4.2% | Reduced |
| Shaker Financial Services, LLC | 210,535 | $1.81M | 0.63% | +113,453+116.9% | Added |
| Allspring Global Investments Holdings, LLC | 185,675 | $1.60M | 0.00% | +13,200+7.7% | Added |
| Commonwealth Equity Services, LLC | 167,419 | $1.44M | 0.00% | −425,560−71.8% | Reduced |
| Capital Investment Advisory Services, LLC | 144,511 | $1.25M | 0.09% | +144,511 | New |
| Wolverine Asset Management LLC | 144,501 | $1.25M | 0.02% | +144,501 | New |
| GWM Advisors LLC | 131,321 | $1.13M | 0.00% | +2,811+2.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 131,070 | $1.13M | 0.01% | +29,585+29.2% | Added |
| Shulman DeMeo Asset Management LLC | 129,581 | $1.12M | 0.24% | −5,798−4.3% | Reduced |
| Warren Averett Asset Management, LLC | 129,016 | $1.11M | 0.01% | +20,806+19.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 119,344 | $1.03M | 0.00% | −1,617−1.3% | Reduced |
| Kestra Advisory Services, LLC | 116,181 | $1.00M | 0.00% | +58,660+102.0% | Added |
| IHT Wealth Management, LLC | 114,704 | $988.8K | 0.02% | −5,055−4.2% | Reduced |
| Centurion Wealth Management LLC | 113,359 | $977.2K | 0.22% | +99+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 112,834 | $972.6K | 0.05% | +1,934+1.7% | Added |
| Rockefeller Capital Management L.P. | 100,202 | $863.7K | 0.00% | +2,586+2.6% | Added |
| WealthTrust Axiom LLC | 97,206 | $837.9K | 0.21% | 00.0% | Unchanged |
| David J Yvars Group | 96,561 | $826.0K | 0.46% | +840+0.9% | Added |
| PMG Family Office LLC | 92,484 | $797.2K | 0.89% | +1,796+2.0% | Added |
| Farther Finance Advisors, LLC | 86,576 | $757.5K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 85,853 | $740.1K | 0.22% | +7,356+9.4% | Added |
| Sanctuary Advisors, LLC | 83,446 | $719.3K | 0.00% | 00.0% | Unchanged |
| Stolper Co | 64,662 | $709.0K | 0.23% | −34−0.1% | Reduced |
| Park Avenue Securities LLC | 80,960 | $698.0K | 0.01% | +1,844+2.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 72,076 | $632.1K | 0.00% | −25,865−26.4% | Reduced |
| Kovack Advisors, Inc. | 72,980 | $630.4K | 0.03% | +1,080+1.5% | Added |
| Stratos Wealth Partners, LTD. | 68,499 | $590.5K | 0.01% | +22,799+49.9% | Added |
| Mercer Global Advisors Inc | 67,752 | $584.0K | 0.00% | −38,859−36.4% | Reduced |
| OMC Financial Services LTD | 66,580 | $573.9K | 0.22% | 00.0% | Unchanged |
| Regions Financial Corp | 65,000 | $560.3K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 64,725 | $557.9K | 0.00% | −46,952−42.0% | Reduced |
| Jane Street Group, LLC | 62,536 | $539.1K | 0.00% | +26,245+72.3% | Added |
| Concorde Asset Management, LLC | 62,215 | $536.3K | 0.26% | −3,890−5.9% | Reduced |
| Wealthspire Advisors, LLC | 60,625 | $522.6K | 0.00% | −3,270−5.1% | Reduced |
| StoneX Group Inc. | 59,757 | $515.1K | 0.03% | +6,472+12.1% | Added |
| Palogic Value Management, L.P. | 57,000 | $491.3K | 0.22% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 56,009 | $482.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 55,740 | $480.5K | 0.00% | +55,740 | New |
| Summit Financial, LLC | 54,336 | $468.4K | 0.01% | −1,711−3.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 51,960 | $447.9K | 0.15% | +749+1.5% | Added |
| Private Advisor Group, LLC | 51,494 | $443.9K | 0.00% | +2,913+6.0% | Added |
| Truist Financial Corp | 49,719 | $428.6K | 0.00% | −720−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 49,635 | $427.9K | 0.01% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 47,362 | $408.3K | 0.25% | −27−0.1% | Reduced |
| Allworth Financial LP | 45,893 | $395.6K | 0.00% | −838−1.8% | Reduced |
| Shufro Rose & Co LLC | 45,862 | $395.3K | 0.03% | +4,000+9.6% | Added |
| Mezzasalma Advisors, LLC | 45,782 | $394.6K | 0.10% | +748+1.7% | Added |
| International Assets Investment Management, LLC | 45,050 | $394.2K | 0.03% | +230+0.5% | Added |
| Cove Private Wealth, LLC | 45,237 | $389.9K | 0.09% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 43,738 | $377.0K | 0.12% | −308−0.7% | Reduced |
| D.A. Davidson & Co. | 43,643 | $376.2K | 0.00% | +527+1.2% | Added |
| Saxony Capital Management, LLC | 42,883 | $369.6K | 0.21% | 00.0% | Unchanged |
| Claro Advisors LLC | 41,088 | $354.2K | 0.04% | −1,000−2.4% | Reduced |
| HighTower Advisors, LLC | 40,234 | $346.8K | 0.00% | −19,464−32.6% | Reduced |
| UBS Asset Management Americas Inc | 39,893 | $343.9K | 0.00% | +39,893 | New |
| Pekin Hardy Strauss, Inc. | 36,851 | $317.7K | 0.03% | +15,075+69.2% | Added |
| NBC Securities, Inc. | 36,583 | $315.3K | 0.02% | +5,011+15.9% | Added |
| Brown Advisory Inc | 36,566 | $315.2K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 36,246 | $312.4K | 0.01% | −583−1.6% | Reduced |
| Fifth Third Bancorp | 36,205 | $312.1K | 0.00% | +36,205 | New |
| Central Trust Co | 36,000 | $310.3K | 0.01% | +36,000 | New |
| Thrivent Financial for Lutherans | 35,809 | $309.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,364 | $304.8K | 0.04% | +115+0.3% | Added |
| Envestnet Asset Management Inc | 35,357 | $304.8K | 0.00% | +244+0.7% | Added |
| Captrust Financial Advisors | 34,876 | $300.6K | 0.00% | +14,228+68.9% | Added |
| Mariner, LLC | 33,945 | $292.6K | 0.00% | −998−2.9% | Reduced |
| NWF Advisory Services Inc. | 33,265 | $286.7K | 0.03% | −1,748−5.0% | Reduced |
| Davenport & Co LLC | 33,008 | $284.5K | 0.00% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 32,984 | $284.3K | 0.03% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 32,257 | $278.1K | 0.01% | −39−0.1% | Reduced |
| Kapstone Financial Advisors LLC | 30,936 | $266.7K | 0.13% | 00.0% | Unchanged |
| XTX Topco Ltd | 30,104 | $259.5K | 0.00% | +30,104 | New |
| Integrated Wealth Concepts LLC | 30,078 | $259.3K | 0.00% | +2,044+7.3% | Added |
| Creative Planning | 29,751 | $256.5K | 0.00% | +4,393+17.3% | Added |
| Peak Planning Group, LLC | 28,897 | $249.1K | 0.07% | +497+1.8% | Added |
| Corrado Advisors, LLC | 28,305 | $244.0K | 0.13% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 27,462 | $236.7K | 0.18% | −125−0.5% | Reduced |
| Benjamin Edwards Inc | 27,406 | $236.2K | 0.00% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 26,749 | $230.6K | 0.08% | +190+0.7% | Added |
| Ameritas Advisory Services, LLC | 26,680 | $230.0K | 0.01% | +46+0.2% | Added |