Who owns DIVG
Which tracked institutional funds hold DIVG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DIVG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-12). 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
The tracked-fund tape on DIVG is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 1 trimmed or exited — on balance reducing.
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
DIVG’s largest tracked holder by dollar value, Horizon Family Wealth, Inc., sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DIVG 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
Only 3 institutional filer(s) hold this name — too few for a reliable accumulation read. The smart-money signal needs at least 5 filers.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
New buyers & exits
Funds opening or closing a position in DIVG between the 2025-Q4 and 2026-Q1 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.
Full exits 1
- Coppell Advisory Solutions LLC$619K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Horizon Family Wealth, Inc. trimmed | 105,576 | $4M | 61.0% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 27,539 | $953K | 15.9% | 2026-Q1 |
| Coppell Advisory Solutions LLC added | 18,850 | $619K | 10.3% | 2025-Q4 |
| Virtu Financial LLC added | 8,989 | $294K | 4.9% | 2025-Q4 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 7,276 | $238K | 4.0% | 2025-Q4 |
| Ascentis Independent Advisors new | 1,750 | $61K | 1.0% | 2026-Q1 |
| UBS Group AG added | 384 | $13K | 0.2% | 2025-Q4 |
| PNC Financial Services Group, Inc. | 5,000 | $157K | 2.6% | 2025-Q1 stale |
| FMR LLC | 1 | $31 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.