Who owns 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-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
The tracked-fund tape on DIVI is one-sided between 2026-Q1 and 2026-Q2: 70 added or opened and 19 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 6.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 6.5pp 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 2026-Q1 and 2026-Q2, across 185 tracked filers holding DIVI, 110 increased or opened the position and 75 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 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 6
- NewEdge Advisors, LLC$37M
- Professional Financial Advisors, LLC$809K
- Concurrent Investment Advisors, LLC$750K
- Wedmont Private Capital$601K
- Forza Wealth Management, LLC$551K
- COMMERCE BANK$515K
Full exits 10
- Capital Analysts, LLC$64M
- CWM, LLC$60M
- Cambridge Investment Research Advisors, Inc.$12M
- THOROUGHBRED FINANCIAL SERVICES, LLC$5M
- FLOW TRADERS U.S. LLC$4M
- CITADEL ADVISORS LLC$3M
Largest adds
- Retirement Planning Group, LLC$35M
- BANK OF AMERICA CORP /DE/$31M
- RAYMOND JAMES FINANCIAL INC$20M
- ENVESTNET ASSET MANAGEMENT INC$17M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
- LPL Financial LLC$11M
Largest trims
- JANE STREET GROUP, LLC$5M
- Henderson Brothers Financial Partners, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Mariner, LLC$1M
- OPPENHEIMER & CO INC$1M
- OxenFree Capital LLC$548K
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 |
|---|---|---|---|---|
| Retirement Planning Group, LLC added | 6,100,216 | $261M | 17.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 5,368,764 | $229M | 15.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,725,704 | $116M | 7.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,609,833 | $69M | 4.6% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 957,291 | $41M | 2.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 944,961 | $40M | 2.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 876,397 | $37M | 2.5% | 2026-Q2 |
| Legacy Financial Advisors, Inc. added | 860,443 | $37M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 812,033 | $35M | 2.3% | 2026-Q2 |
| MCF Advisors LLC trimmed | 808,938 | $35M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 756,101 | $32M | 2.2% | 2026-Q2 |
| Baron Wealth Management LLC added | 748,975 | $32M | 2.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 641,960 | $27M | 1.9% | 2026-Q2 |
| TriaGen Wealth Management LLC added | 610,254 | $26M | 1.8% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 596,243 | $25M | 1.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 508,257 | $22M | 1.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 491,712 | $21M | 1.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 435,715 | $19M | 1.3% | 2026-Q2 |
| AllGen Financial Advisors, Inc. added | 414,857 | $18M | 1.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 389,743 | $17M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 378,323 | $16M | 1.1% | 2026-Q2 |
| Vickerman Investment Advisors, Inc. trimmed | 357,350 | $15M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 318,793 | $13M | 0.9% | 2026-Q2 |
| Equitable Holdings, Inc. added | 290,417 | $12M | 0.8% | 2026-Q2 |
| Mariner, LLC trimmed | 273,180 | $12M | 0.8% | 2026-Q2 |
| LMG Wealth Partners, LLC added | 271,790 | $12M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 241,190 | $10M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 227,460 | $10M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 213,232 | $9M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 208,293 | $9M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 202,522 | $9M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 200,000 | $9M | 0.6% | 2026-Q2 |
| Prepared Retirement Institute LLC added | 196,385 | $8M | 0.6% | 2026-Q2 |
| FIRST HAWAIIAN BANK trimmed | 186,865 | $8M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 181,281 | $8M | 0.5% | 2026-Q2 |
| &PARTNERS added | 175,627 | $8M | 0.5% | 2026-Q2 |
| Joseph Group Capital Management added | 173,555 | $7M | 0.5% | 2026-Q2 |
| RFG Advisory, LLC added | 157,947 | $7M | 0.5% | 2026-Q2 |
| Mirador Capital Partners LP added | 156,800 | $7M | 0.5% | 2026-Q2 |
| Ridgeline Wealth Planning, LLC trimmed | 136,735 | $6M | 0.4% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 136,030 | $6M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 134,473 | $6M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 132,173 | $6M | 0.4% | 2026-Q2 |
| Sequent Planning LLC added | 122,443 | $5M | 0.4% | 2026-Q2 |
| CASTLE WEALTH MANAGEMENT LLC trimmed | 119,398 | $5M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 118,852 | $5M | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. added | 118,704 | $5M | 0.3% | 2026-Q2 |
| Prostatis Group LLC added | 117,400 | $5M | 0.3% | 2026-Q2 |
| DEFINED WEALTH MANAGEMENT, LLC trimmed | 116,835 | $5M | 0.3% | 2026-Q2 |
| Owen LaRue, LLC added | 112,613 | $5M | 0.3% | 2026-Q2 |
| Midwest Financial Group LLC added | 109,924 | $5M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 109,897 | $5M | 0.3% | 2026-Q2 |
| Powers Advisory Group, LLC added | 99,984 | $4M | 0.3% | 2026-Q2 |
| Smartleaf Asset Management LLC | 95,223 | $4M | 0.3% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 94,753 | $4M | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors added | 93,058 | $4M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 88,019 | $4M | 0.3% | 2026-Q2 |
| Capital Investment Counsel, LLC added | 81,816 | $3M | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 65,615 | $3M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 60,601 | $3M | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC added | 55,752 | $2M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 55,466 | $2M | 0.2% | 2026-Q2 |
| Henderson Brothers Financial Partners, LLC trimmed | 53,747 | $2M | 0.2% | 2026-Q2 |
| LANE BROTHERS & CO INC trimmed | 53,708 | $2M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 52,290 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 50,621 | $2M | 0.1% | 2026-Q2 |
| Entelevest, LLC added | 45,172 | $2M | 0.1% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 45,000 | $2M | 0.1% | 2026-Q2 |
| Kelly Financial Services LLC trimmed | 44,422 | $2M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 42,988 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 42,632 | $2M | 0.1% | 2026-Q2 |
| Slagle Financial, LLC trimmed | 41,467 | $2M | 0.1% | 2026-Q2 |
| First Bank & Trust added | 41,254 | $2M | 0.1% | 2026-Q2 |
| Southland Equity Partners LLC added | 39,565 | $2M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 39,410 | $2M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 36,914 | $2M | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 35,683 | $2M | 0.1% | 2026-Q2 |
| Prota Financial, LLC trimmed | 34,732 | $1M | 0.1% | 2026-Q2 |
| OxenFree Capital LLC trimmed | 34,169 | $1M | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 33,131 | $1M | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 31,853 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 31,700 | $1M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 26,473 | $1M | 0.1% | 2026-Q2 |
| NOVEM GROUP trimmed | 24,917 | $1M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 22,951 | $980K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. added | 22,070 | $943K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 21,876 | $949K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 21,418 | $917K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 21,321 | $911K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 20,950 | $895K | 0.1% | 2026-Q2 |
| IRON Financial LLC added | 20,681 | $883K | 0.1% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC | 20,180 | $862K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 19,836 | $847K | 0.1% | 2026-Q2 |
| Empower Advisory Group, LLC | 19,522 | $834K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 19,421 | $830K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 19,152 | $818K | 0.1% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 18,997 | $812K | 0.1% | 2026-Q2 |
| Professional Financial Advisors, LLC new | 18,946 | $809K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 18,274 | $781K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 17,820 | $761K | 0.1% | 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.