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, Q2 2026
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Jun 30, 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
- +2 vs. Q1 2026
- Shares held
- 31.1M
- +532.0K (+1.7%) vs. Q1 2026
- Total value
- $298.1M
- +$34.0M (+12.9%) vs. Q1 2026
- New holders
- 15
- 73 more added
- Sold out
- 13
- 47 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 28,261 | $270.5K | 0.00% | −1,817−6.0% | Reduced |
| NFP Retirement, Inc. | 27,956 | $267.5K | 0.01% | +9,362+50.3% | Added |
| Harbour Wealth Management Group, Inc. | 27,798 | $266.0K | 0.18% | +336+1.2% | Added |
| Benjamin Edwards Inc | 27,406 | $262.3K | 0.00% | 00.0% | Unchanged |
| Miller Financial Services LLC | 27,100 | $259.3K | 0.21% | +27,100 | New |
| CFO4Life Group, LLC | 26,986 | $258.3K | 0.03% | +527+2.0% | Added |
| Wealthspan Partners, LLC | 26,749 | $256.0K | 0.08% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 26,374 | $252.4K | 0.02% | −5,883−18.2% | Reduced |
| MML Investors Services, LLC | 26,302 | $251.7K | 0.00% | +7,629+40.9% | Added |
| Western Financial Corp | 25,006 | $239.3K | 0.07% | +489+2.0% | Added |
| Peak Planning Group, LLC | 24,367 | $233.2K | 0.05% | −4,530−15.7% | Reduced |
| ELCO Management Co., LLC | 24,263 | $232.2K | 0.10% | −600−2.4% | Reduced |
| Northern Trust Corp | 24,232 | $231.9K | 0.00% | −1,069−4.2% | Reduced |
| SeaCrest Wealth Management, LLC | 24,216 | $231.7K | 0.03% | +290+1.2% | Added |
| Vista Investment Partners II, LLC | 23,698 | $226.8K | 0.09% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $224.2K | 0.05% | 0 | Unchanged |
| Widmann Financial Services, Inc. | 22,796 | $218.2K | 0.12% | +60.0% | Added |
| Plancorp, LLC | 22,000 | $212.3K | 0.01% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 22,068 | $211.2K | 0.14% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 21,527 | $206.0K | 0.03% | +2,954+15.9% | Added |
| Kaydan Wealth Management, Inc. | 21,513 | $205.9K | 0.06% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 21,139 | $202.3K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20,875 | $199.8K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 20,663 | $198.0K | 0.13% | +611+3.0% | Added |
| Captrust Financial Advisors | 20,648 | $197.6K | 0.00% | −14,228−40.8% | Reduced |
| IPG Investment Advisors LLC | 20,000 | $191.4K | 0.03% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 19,105 | $182.8K | 0.00% | −1,623−7.8% | Reduced |
| Wharton Business Group, LLC | 19,004 | $181.9K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 18,946 | $181.3K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 18,811 | $180.0K | 0.00% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 18,140 | $173.6K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 18,111 | $173.3K | 0.00% | +18,111 | New |
| Wealth Effects LLC | 17,710 | $169.5K | 0.05% | −500−2.7% | Reduced |
| Level Four Advisory Services, LLC | 17,635 | $168.7K | 0.00% | +83+0.5% | Added |
| Moors & Cabot, Inc. | 17,600 | $168.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 17,386 | $166.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17,332 | $165.9K | 0.00% | −1,745−9.1% | Reduced |
| Diversify Wealth Management, LLC | 16,691 | $160.7K | 0.00% | −861−4.9% | Reduced |
| Diversify Advisory Services, LLC | 16,691 | $160.7K | 0.00% | +16,691 | New |
| AQR Capital Management LLC | 16,116 | $154.2K | 0.00% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 16,065 | $153.7K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,978 | $152.9K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 15,910 | $152.3K | 0.01% | +310+2.0% | Added |
| Two Sigma Securities, LLC | 15,286 | $146.3K | 0.01% | +15,286 | New |
| Heritage Wealth Management, Inc. | 15,250 | $145.9K | 0.04% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 15,090 | $144.4K | 0.06% | 00.0% | Unchanged |
| Iowa State Bank | 14,696 | $140.6K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 14,584 | $139.6K | 0.00% | +3,584+32.6% | Added |
| Marex Group plc | 14,173 | $135.6K | 0.00% | +14,173 | New |
| Comprehensive Money Management Services LLC | 14,074 | $134.7K | 0.08% | −1,018−6.7% | Reduced |
| BlackRock, Inc. | 14,000 | $134.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 13,998 | $134.0K | 0.05% | +187+1.4% | Added |
| Endeavor Private Wealth, Inc. | 13,997 | $134.0K | 0.03% | +772+5.8% | Added |
| Concurrent Investment Advisors, LLC | 13,898 | $133.0K | 0.00% | +38+0.3% | Added |
| Gill Capital Partners, LLC | 13,883 | $132.9K | 0.04% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 13,831 | $132.4K | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 13,783 | $131.9K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 14,835 | $131.0K | 0.00% | −464−3.0% | Reduced |
| Indivisible Partners | 13,164 | $126.0K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 12,236 | $117.1K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 12,235 | $117.1K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 12,153 | $116.3K | 0.01% | +20+0.2% | Added |
| Action Point Financial Planning, LLC | 12,076 | $115.5K | 0.01% | +12,076 | New |
| Foundations Investment Advisors, LLC | 11,775 | $112.7K | 0.00% | +11,775 | New |
| First Heartland Consultants, Inc. | 11,707 | $112.0K | 0.01% | +193+1.7% | Added |
| Perigon Wealth Management, LLC | 11,642 | $111.4K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 11,600 | $111.0K | 0.00% | 00.0% | Unchanged |
| Decision Investments, Inc | 11,361 | $108.7K | 0.10% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 11,300 | $108.1K | 0.03% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,525 | $100.7K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10,393 | $99.5K | 0.03% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,369 | $99.2K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 10,330 | $98.9K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 10,238 | $98.0K | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 10,236 | $98.0K | 0.00% | +202+2.0% | Added |
| HB Wealth Management, LLC | 10,088 | $96.5K | 0.00% | +51+0.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 10,000 | $95.7K | 0.01% | −3,675−26.9% | Reduced |
| Institute for Wealth Management, LLC. | 9,863 | $94.4K | 0.01% | +9,863 | New |
| Cullen/Frost Bankers, Inc. | 7,415 | $71.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,266 | $69.5K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 7,099 | $68.2K | 0.03% | +42+0.6% | Added |
| Beacon Investment Advisory Services, Inc. | 6,789 | $65.0K | 0.00% | −2,200−24.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,365 | $60.9K | 0.00% | +6,365 | New |
| Hickory Point Bank & Trust | 6,000 | $57.4K | 0.03% | 00.0% | Unchanged |
| SHP Wealth Management | 5,256 | $50.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,243 | $50.2K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5,000 | $48.0K | 0.01% | −19,236−79.4% | Reduced |
| Banque Transatlantique SA | 4,304 | $41.2K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 4,106 | $39.3K | 0.03% | −415−9.2% | Reduced |
| IFG Advisory, LLC | 4,064 | $38.9K | 0.00% | +4,064 | New |
| Ameriflex Group, Inc. | 3,910 | $37.4K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 3,607 | $34.5K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3,000 | $28.7K | 0.00% | +3,000 | New |
| Harbor Investment Advisory, LLC | 2,981 | $28.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,777 | $26.5K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2,528 | $24.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,501 | $24.0K | 0.00% | +49+2.0% | Added |
| PlanVest Financial, Inc | 2,436 | $23.3K | 0.02% | +49+2.1% | Added |
| Smartleaf Asset Management LLC | 2,200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,000 | $19.1K | 0.00% | 00.0% | Unchanged |