Who owns DIV
Which tracked institutional funds hold DIV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DIV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
18 tracked funds added or opened DIV while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DIV’s largest tracked holder by dollar value, FUKOKU MUTUAL LIFE INSURANCE Co, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DIV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 124 tracked filers holding DIV, 67 increased or opened the position and 45 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DIV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Proficio Capital Partners LLC$4M
- Point Nemo Capital, LLC$914K
- Global Retirement Partners, LLC$569K
- Tower Research Capital LLC (TRC)$530K
Full exits 6
- Cambridge Investment Research Advisors, Inc.$3M
- Stratos Wealth Partners, LTD.$1M
- CITADEL ADVISORS LLC$924K
- D. E. Shaw & Co., Inc.$856K
- WEDBUSH SECURITIES INC$521K
- Janney Montgomery Scott LLC$514K
Largest adds
- LPL Financial LLC$8M
- MORGAN STANLEY$3M
- GOLDMAN SACHS GROUP INC$2M
- WELLS FARGO & COMPANY/MN$1M
- Global X Japan Co., Ltd.$923K
- JONES FINANCIAL COMPANIES LLLP$808K
Largest trims
- BANK OF AMERICA CORP /DE/$2M
- TWO SIGMA INVESTMENTS, LP$2M
- Mariner, LLC$647K
- SMART Wealth LLC$277K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,873,000 | $36M | 17.8% | 2026-Q2 |
| LPL Financial LLC added | 1,363,653 | $26M | 12.9% | 2026-Q2 |
| Global X Japan Co., Ltd. added | 785,840 | $15M | 7.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 733,732 | $14M | 7.0% | 2026-Q2 |
| MORGAN STANLEY added | 728,727 | $14M | 6.9% | 2026-Q2 |
| Keeler Thomas Management LLC added | 627,865 | $12M | 6.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 410,199 | $8M | 3.9% | 2026-Q2 |
| Wealthfront Advisers LLC added | 343,937 | $7M | 3.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 301,693 | $6M | 2.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 281,800 | $5M | 2.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 213,689 | $4M | 2.0% | 2026-Q2 |
| Proficio Capital Partners LLC new | 211,100 | $4M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 174,500 | $3M | 1.7% | 2026-Q2 |
| IHT Wealth Management, LLC added | 162,964 | $3M | 1.5% | 2026-Q2 |
| SMART Wealth LLC trimmed | 161,278 | $3M | 1.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 137,411 | $3M | 1.3% | 2026-Q2 |
| AE Wealth Management LLC added | 134,790 | $3M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 127,747 | $2M | 1.2% | 2026-Q2 |
| Sherry Group, Inc. added | 118,906 | $2M | 1.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 116,206 | $2M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 83,194 | $2M | 0.8% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 69,000 | $1M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 67,883 | $1M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 64,083 | $1M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 57,454 | $1M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 56,000 | $1M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 54,265 | $1M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 50,971 | $971K | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 50,659 | $965K | 0.5% | 2026-Q2 |
| Point Nemo Capital, LLC new | 47,968 | $914K | 0.5% | 2026-Q2 |
| Eagle Strategies LLC added | 46,888 | $893K | 0.4% | 2026-Q2 |
| UBS Group AG added | 40,866 | $778K | 0.4% | 2026-Q2 |
| Wealth Advisory Solutions, LLC added | 38,880 | $741K | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 35,176 | $670K | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 34,955 | $666K | 0.3% | 2026-Q2 |
| Triumph Capital Management added | 30,478 | $581K | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 29,865 | $569K | 0.3% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 29,429 | $561K | 0.3% | 2026-Q2 |
| RHODES INVESTMENT ADVISORS INC /ADV added | 28,899 | $551K | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 27,837 | $530K | 0.3% | 2026-Q2 |
| Cypress Capital Group | 25,319 | $482K | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 23,982 | $457K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 23,039 | $439K | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 22,502 | $429K | 0.2% | 2026-Q2 |
| SeaCrest Wealth Management, LLC added | 20,400 | $389K | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 20,260 | $386K | 0.2% | 2026-Q2 |
| Squire Investment Management Company, LLC | 20,200 | $385K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 19,198 | $366K | 0.2% | 2026-Q2 |
| RETIREMENT PLANNING GROUP, LLC / NY added | 18,761 | $357K | 0.2% | 2026-Q2 |
| Synergy Financial Group, LTD | 17,163 | $327K | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 17,117 | $326K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 16,108 | $307K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 15,748 | $300K | 0.1% | 2026-Q2 |
| Creative Planning added | 15,532 | $296K | 0.1% | 2026-Q2 |
| Carroll Advisory Group, LLC added | 15,219 | $290K | 0.1% | 2026-Q2 |
| NTV Asset Management LLC added | 15,200 | $290K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 14,386 | $274K | 0.1% | 2026-Q2 |
| Indivisible Partners | 14,025 | $267K | 0.1% | 2026-Q2 |
| Caitlin John, LLC trimmed | 13,859 | $264K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 13,209 | $252K | 0.1% | 2026-Q2 |
| Sequent Planning LLC added | 13,118 | $250K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 12,991 | $248K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,750 | $224K | 0.1% | 2026-Q2 |
| Cornerstone Management, Inc. | 11,710 | $223K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 11,472 | $219K | 0.1% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 10,920 | $208K | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. | 10,888 | $207K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 10,505 | $200K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 10,440 | $199K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 10,200 | $194K | 0.1% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 10,060 | $192K | 0.1% | 2026-Q2 |
| Mattern Wealth Management LLC new | 10,050 | $191K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 9,900 | $189K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 8,800 | $168K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 7,546 | $144K | 0.1% | 2026-Q2 |
| Crews Bank & Trust | 7,305 | $139K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 5,320 | $101K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 5,106 | $97K | 0.0% | 2026-Q2 |
| SouthState Bank Corp | 5,000 | $95K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 4,828 | $92K | 0.0% | 2026-Q2 |
| FMR LLC added | 4,797 | $91K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 4,736 | $90K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. | 4,312 | $82K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 3,550 | $68K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 3,223 | $63K | 0.0% | 2026-Q2 |
| Burnham & Co LLC new | 2,275 | $43K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 2,145 | $41K | 0.0% | 2026-Q2 |
| NFSG Corp added | 2,100 | $40K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 2,000 | $38K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 1,932 | $37K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,544 | $29K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC | 1,544 | $29K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT | 1,500 | $29K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. new | 893 | $17K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 801 | $15K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 750 | $14K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC added | 591 | $11K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 582 | $11K | 0.0% | 2026-Q2 |
| Colonial Trust Advisors | 500 | $10K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 442 | $8K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.