Who owns DIVI (DIVI)
Which tracked institutional funds hold DIVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DIVI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 DIVI is one-sided between 2025-Q4 and 2026-Q1: 65 added or opened and 15 trimmed or exited — on balance accumulating.
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
DIVI’s largest tracked holder by dollar value, Retirement Planning Group, LLC, sizes it at 7.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 6.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DIVI 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 2025-Q4 and 2026-Q1, across 182 tracked filers holding DIVI, 118 increased or opened the position and 58 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 DIVI 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.
New buyers 12
- MCF Advisors LLC$32M
- Integrated Wealth Concepts LLC$8M
- Henderson Brothers Financial Partners, LLC$4M
- FLOW TRADERS U.S. LLC$4M
- Capital Investment Counsel, LLC$3M
- CITADEL ADVISORS LLC$3M
Full exits 5
- NewEdge Advisors, LLC$29M
- AllGen Financial Advisors, Inc.$15M
- Thrivent Financial for Lutherans$6M
- Janney Montgomery Scott LLC$5M
- PLANWISER FINANCIAL, LLC$674K
Largest adds
- LPL Financial LLC$37M
- Retirement Planning Group, LLC$32M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$27M
- HARBOUR INVESTMENTS, INC.$16M
- BANK OF AMERICA CORP /DE/$12M
- CWM, LLC$12M
Largest trims
- Prepared Retirement Institute LLC$6M
- FRANKLIN RESOURCES INC$4M
- Mutual Advisors, LLC$3M
- Mariner, LLC$1M
- MML INVESTORS SERVICES, LLC$732K
- Clark Capital Management Group, Inc.$713K
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 |
|---|---|---|---|---|
| Retirement Planning Group, LLC added | 5,659,717 | $225M | 15.7% | 2026-Q1 |
| LPL Financial LLC added | 5,487,195 | $218M | 15.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,157,120 | $86M | 6.0% | 2026-Q1 |
| Capital Analysts, LLC added | 1,600,542 | $64M | 4.4% | 2026-Q1 |
| CWM, LLC added | 1,510,630 | $60M | 4.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,220,566 | $49M | 3.4% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 974,007 | $39M | 2.7% | 2026-Q1 |
| Legacy Financial Advisors, Inc. trimmed | 852,674 | $34M | 2.4% | 2026-Q1 |
| MCF Advisors LLC added | 812,187 | $32M | 2.3% | 2026-Q1 |
| Cetera Investment Advisers added | 741,503 | $30M | 2.1% | 2026-Q1 |
| Baron Wealth Management LLC added | 739,650 | $29M | 2.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 730,408 | $29M | 2.0% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 612,081 | $24M | 1.7% | 2026-Q1 |
| TriaGen Wealth Management LLC added | 590,157 | $23M | 1.6% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 567,769 | $23M | 1.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 471,580 | $19M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 452,005 | $18M | 1.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 435,270 | $17M | 1.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 425,349 | $17M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 375,134 | $15M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 373,977 | $15M | 1.0% | 2026-Q1 |
| Vickerman Investment Advisors, Inc. trimmed | 360,114 | $14M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 350,957 | $14M | 1.0% | 2026-Q1 |
| Mariner, LLC trimmed | 330,037 | $13M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 296,148 | $12M | 0.8% | 2026-Q1 |
| LMG Wealth Partners, LLC added | 271,192 | $11M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 277,842 | $11M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 262,803 | $10M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 231,680 | $9M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 201,687 | $8M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 202,631 | $8M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 195,741 | $8M | 0.5% | 2026-Q1 |
| FIRST HAWAIIAN BANK trimmed | 186,924 | $7M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 176,129 | $7M | 0.5% | 2026-Q1 |
| &PARTNERS added | 175,524 | $7M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 171,876 | $7M | 0.5% | 2026-Q1 |
| Joseph Group Capital Management added | 171,595 | $7M | 0.5% | 2026-Q1 |
| Ridgeline Wealth Planning, LLC added | 138,866 | $6M | 0.4% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 137,448 | $5M | 0.4% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 131,815 | $5M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 127,938 | $5M | 0.4% | 2026-Q1 |
| CASTLE WEALTH MANAGEMENT LLC added | 122,233 | $5M | 0.3% | 2026-Q1 |
| Sequent Planning LLC added | 119,799 | $5M | 0.3% | 2026-Q1 |
| DEFINED WEALTH MANAGEMENT, LLC added | 119,302 | $5M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 118,768 | $5M | 0.3% | 2026-Q1 |
| Owen LaRue, LLC added | 109,712 | $4M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 107,275 | $4M | 0.3% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC added | 104,462 | $4M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 100,387 | $4M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 92,735 | $4M | 0.3% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 95,223 | $4M | 0.3% | 2026-Q1 |
| Visionary Wealth Advisors added | 91,634 | $4M | 0.3% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 87,464 | $3M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 84,649 | $3M | 0.2% | 2026-Q1 |
| Midwest Financial Group LLC added | 84,018 | $3M | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 81,527 | $3M | 0.2% | 2026-Q1 |
| Capital Investment Counsel, LLC new | 79,752 | $3M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 78,948 | $3M | 0.2% | 2026-Q1 |
| Powers Advisory Group, LLC added | 78,461 | $3M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 76,472 | $3M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 66,516 | $3M | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 55,637 | $2M | 0.2% | 2026-Q1 |
| LANE BROTHERS & CO INC added | 55,225 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 53,793 | $2M | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC added | 50,903 | $2M | 0.1% | 2026-Q1 |
| OxenFree Capital LLC trimmed | 47,431 | $2M | 0.1% | 2026-Q1 |
| Slagle Financial, LLC added | 48,255 | $2M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 47,554 | $2M | 0.1% | 2026-Q1 |
| Kelly Financial Services LLC added | 45,843 | $2M | 0.1% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 45,000 | $2M | 0.1% | 2026-Q1 |
| Prostatis Group LLC added | 44,197 | $2M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 42,103 | $2M | 0.1% | 2026-Q1 |
| Entelevest, LLC added | 41,601 | $2M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 40,867 | $2M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 40,854 | $2M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 40,263 | $2M | 0.1% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 39,538 | $2M | 0.1% | 2026-Q1 |
| Prota Financial, LLC added | 38,622 | $2M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 37,266 | $1M | 0.1% | 2026-Q1 |
| First Bank & Trust added | 34,746 | $1M | 0.1% | 2026-Q1 |
| NOVEM GROUP trimmed | 33,772 | $1M | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC new | 32,132 | $1M | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 31,402 | $1M | 0.1% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 29,271 | $1M | 0.1% | 2026-Q1 |
| Fortitude Financial, LLC trimmed | 27,602 | $1M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 27,435 | $1M | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC | 26,473 | $1M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 26,043 | $1M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 23,556 | $938K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 23,221 | $924K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. added | 21,884 | $871K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 21,744 | $866K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 738,575 | $29M | 2.0% | 2025-Q4 stale |
| AllGen Financial Advisors, Inc. added | 389,481 | $15M | 1.1% | 2025-Q4 stale |
| Integrated Capital Management, LLC added | 303,380 | $11M | 0.8% | 2025-Q2 stale |
| Thrivent Financial for Lutherans added | 142,970 | $6M | 0.4% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 124,772 | $5M | 0.3% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 45,886 | $1M | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 44,026 | $1M | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 24,882 | $887K | 0.1% | 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.