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 |
|---|---|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | 21,139 | $182.2K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 21,257 | $183.2K | 0.00% | −1,829−7.9% | Reduced |
| Kaydan Wealth Management, Inc. | 21,513 | $185.4K | 0.06% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $187.3K | 0.08% | 0 | Unchanged |
| Aurora Private Wealth, Inc. | 20,052 | $190.0K | 0.14% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 22,068 | $190.2K | 0.15% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 22,790 | $196.4K | 0.12% | +70.0% | Added |
| Plancorp, LLC | 22,000 | $198.7K | 0.01% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 23,698 | $204.3K | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 23,926 | $206.2K | 0.02% | +1,288+5.7% | Added |
| Roble, Belko & Company, Inc | 24,236 | $209.0K | 0.03% | −526−2.1% | Reduced |
| Wedbush Securities Inc | 24,203 | $209.0K | 0.01% | +2,744+12.8% | Added |
| Western Financial Corp | 24,517 | $211.3K | 0.08% | +485+2.0% | Added |
| ELCO Management Co., LLC | 24,863 | $214.3K | 0.10% | −100−0.4% | Reduced |
| Northern Trust Corp | 25,301 | $218.1K | 0.00% | +2,282+9.9% | Added |
| CFO4Life Group, LLC | 26,459 | $228.1K | 0.03% | +523+2.0% | Added |
| Signal Advisors Wealth, LLC | 26,499 | $228.4K | 0.02% | +26,499 | New |
| Strong Retirement Solutions LLC | 26,499 | $228.4K | 0.16% | +26,499 | New |
| Ameritas Advisory Services, LLC | 26,680 | $230.0K | 0.01% | +46+0.2% | Added |
| Wealthspan Partners, LLC | 26,749 | $230.6K | 0.08% | +190+0.7% | Added |
| Benjamin Edwards Inc | 27,406 | $236.2K | 0.00% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 27,462 | $236.7K | 0.18% | −125−0.5% | Reduced |
| Corrado Advisors, LLC | 28,305 | $244.0K | 0.13% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 28,897 | $249.1K | 0.07% | +497+1.8% | Added |
| Creative Planning | 29,751 | $256.5K | 0.00% | +4,393+17.3% | Added |
| Integrated Wealth Concepts LLC | 30,078 | $259.3K | 0.00% | +2,044+7.3% | Added |
| XTX Topco Ltd | 30,104 | $259.5K | 0.00% | +30,104 | New |
| Kapstone Financial Advisors LLC | 30,936 | $266.7K | 0.13% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 32,257 | $278.1K | 0.01% | −39−0.1% | Reduced |
| K2 Principal Fund, L.P. | 32,984 | $284.3K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 33,008 | $284.5K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 33,265 | $286.7K | 0.03% | −1,748−5.0% | Reduced |
| Mariner, LLC | 33,945 | $292.6K | 0.00% | −998−2.9% | Reduced |
| Captrust Financial Advisors | 34,876 | $300.6K | 0.00% | +14,228+68.9% | Added |
| Envestnet Asset Management Inc | 35,357 | $304.8K | 0.00% | +244+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,364 | $304.8K | 0.04% | +115+0.3% | Added |
| Thrivent Financial for Lutherans | 35,809 | $309.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36,000 | $310.3K | 0.01% | +36,000 | New |
| Fifth Third Bancorp | 36,205 | $312.1K | 0.00% | +36,205 | New |
| Venture Visionary Partners LLC | 36,246 | $312.4K | 0.01% | −583−1.6% | Reduced |
| Brown Advisory Inc | 36,566 | $315.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 36,583 | $315.3K | 0.02% | +5,011+15.9% | Added |
| Pekin Hardy Strauss, Inc. | 36,851 | $317.7K | 0.03% | +15,075+69.2% | Added |
| UBS Asset Management Americas Inc | 39,893 | $343.9K | 0.00% | +39,893 | New |
| HighTower Advisors, LLC | 40,234 | $346.8K | 0.00% | −19,464−32.6% | Reduced |
| Claro Advisors LLC | 41,088 | $354.2K | 0.04% | −1,000−2.4% | Reduced |
| Saxony Capital Management, LLC | 42,883 | $369.6K | 0.21% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 43,643 | $376.2K | 0.00% | +527+1.2% | Added |
| Brick & Kyle, Associates | 43,738 | $377.0K | 0.12% | −308−0.7% | Reduced |
| Cove Private Wealth, LLC | 45,237 | $389.9K | 0.09% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 45,050 | $394.2K | 0.03% | +230+0.5% | Added |
| Mezzasalma Advisors, LLC | 45,782 | $394.6K | 0.10% | +748+1.7% | Added |
| Shufro Rose & Co LLC | 45,862 | $395.3K | 0.03% | +4,000+9.6% | Added |
| Allworth Financial LP | 45,893 | $395.6K | 0.00% | −838−1.8% | Reduced |
| Investment Partners Asset Management, Inc. | 47,362 | $408.3K | 0.25% | −27−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 49,635 | $427.9K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 49,719 | $428.6K | 0.00% | −720−1.4% | Reduced |
| Private Advisor Group, LLC | 51,494 | $443.9K | 0.00% | +2,913+6.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 51,960 | $447.9K | 0.15% | +749+1.5% | Added |
| Summit Financial, LLC | 54,336 | $468.4K | 0.01% | −1,711−3.1% | Reduced |
| Susquehanna International Group, LLP | 55,740 | $480.5K | 0.00% | +55,740 | New |
| WCG Wealth Advisors LLC | 56,009 | $482.8K | 0.01% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 57,000 | $491.3K | 0.22% | 00.0% | Unchanged |
| StoneX Group Inc. | 59,757 | $515.1K | 0.03% | +6,472+12.1% | Added |
| Wealthspire Advisors, LLC | 60,625 | $522.6K | 0.00% | −3,270−5.1% | Reduced |
| Concorde Asset Management, LLC | 62,215 | $536.3K | 0.26% | −3,890−5.9% | Reduced |
| Jane Street Group, LLC | 62,536 | $539.1K | 0.00% | +26,245+72.3% | Added |
| Calamos Advisors LLC | 64,725 | $557.9K | 0.00% | −46,952−42.0% | Reduced |
| Regions Financial Corp | 65,000 | $560.3K | 0.00% | 00.0% | Unchanged |
| OMC Financial Services LTD | 66,580 | $573.9K | 0.22% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 67,752 | $584.0K | 0.00% | −38,859−36.4% | Reduced |
| Stratos Wealth Partners, LTD. | 68,499 | $590.5K | 0.01% | +22,799+49.9% | Added |
| Kovack Advisors, Inc. | 72,980 | $630.4K | 0.03% | +1,080+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 72,076 | $632.1K | 0.00% | −25,865−26.4% | Reduced |
| Park Avenue Securities LLC | 80,960 | $698.0K | 0.01% | +1,844+2.3% | Added |
| Stolper Co | 64,662 | $709.0K | 0.23% | −34−0.1% | Reduced |
| Sanctuary Advisors, LLC | 83,446 | $719.3K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 85,853 | $740.1K | 0.22% | +7,356+9.4% | Added |
| Farther Finance Advisors, LLC | 86,576 | $757.5K | 0.01% | 00.0% | Unchanged |
| PMG Family Office LLC | 92,484 | $797.2K | 0.89% | +1,796+2.0% | Added |
| David J Yvars Group | 96,561 | $826.0K | 0.46% | +840+0.9% | Added |
| WealthTrust Axiom LLC | 97,206 | $837.9K | 0.21% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 100,202 | $863.7K | 0.00% | +2,586+2.6% | Added |
| Kingswood Wealth Advisors, LLC | 112,834 | $972.6K | 0.05% | +1,934+1.7% | Added |
| Centurion Wealth Management LLC | 113,359 | $977.2K | 0.22% | +99+0.1% | Added |
| IHT Wealth Management, LLC | 114,704 | $988.8K | 0.02% | −5,055−4.2% | Reduced |
| Kestra Advisory Services, LLC | 116,181 | $1.00M | 0.00% | +58,660+102.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 119,344 | $1.03M | 0.00% | −1,617−1.3% | Reduced |
| Warren Averett Asset Management, LLC | 129,016 | $1.11M | 0.01% | +20,806+19.2% | Added |
| Shulman DeMeo Asset Management LLC | 129,581 | $1.12M | 0.24% | −5,798−4.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 131,070 | $1.13M | 0.01% | +29,585+29.2% | Added |
| GWM Advisors LLC | 131,321 | $1.13M | 0.00% | +2,811+2.2% | Added |
| Wolverine Asset Management LLC | 144,501 | $1.25M | 0.02% | +144,501 | New |
| Capital Investment Advisory Services, LLC | 144,511 | $1.25M | 0.09% | +144,511 | New |
| Commonwealth Equity Services, LLC | 167,419 | $1.44M | 0.00% | −425,560−71.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 185,675 | $1.60M | 0.00% | +13,200+7.7% | Added |
| Shaker Financial Services, LLC | 210,535 | $1.81M | 0.63% | +113,453+116.9% | Added |
| Cetera Investment Advisers | 233,834 | $2.02M | 0.00% | −10,352−4.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 250,777 | $2.16M | 0.07% | −2,697−1.1% | Reduced |
| Ameriprise Financial Inc | 258,667 | $2.23M | 0.00% | −30,559−10.6% | Reduced |