Who owns DIVO
Which tracked institutional funds hold DIVO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DIVO 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 DIVO is one-sided between 2026-Q1 and 2026-Q2: 113 added or opened and 38 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
DIVO’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.0pp gap the other way — the median holder sizes DIVO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DIVO 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 394 tracked filers holding DIVO, 255 increased or opened the position and 137 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 DIVO 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 9
- NewEdge Advisors, LLC$21M
- ARQ WEALTH ADVISORS, LLC$7M
- Arax Advisory Partners$5M
- Roan Capital Partners$4M
- Beacon Pointe Advisors, LLC$3M
- Global Retirement Partners, LLC$2M
Full exits 15
- HighTower Advisors, LLC$97M
- CWM, LLC$27M
- WEST MICHIGAN ADVISORS, LLC$15M
- Cambridge Investment Research Advisors, Inc.$10M
- THOROUGHBRED FINANCIAL SERVICES, LLC$9M
- Leo Wealth, LLC$6M
Largest adds
- MORGAN STANLEY$43M
- RAYMOND JAMES FINANCIAL INC$36M
- LPL Financial LLC$32M
- WELLS FARGO & COMPANY/MN$24M
- Northwest Financial Advisors$20M
- ENVESTNET ASSET MANAGEMENT INC$16M
Largest trims
- Hibernia Wealth Partners, LLC$19M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5M
- Modern Wealth Management, LLC$4M
- Sequoia Financial Advisors, LLC$3M
- INSIGNEO ADVISORY SERVICES, LLC$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 17,725,971 | $810M | 23.6% | 2026-Q2 |
| LPL Financial LLC added | 8,737,758 | $399M | 11.6% | 2026-Q2 |
| MORGAN STANLEY added | 4,382,022 | $200M | 5.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,635,616 | $166M | 4.8% | 2026-Q2 |
| Retirement Planning Group, LLC added | 3,438,086 | $157M | 4.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,894,021 | $87M | 2.5% | 2026-Q2 |
| UBS Group AG added | 1,848,938 | $84M | 2.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,793,299 | $82M | 2.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,761,178 | $81M | 2.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,432,811 | $65M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,344,597 | $61M | 1.8% | 2026-Q2 |
| CPC Advisors, LLC added | 1,270,411 | $58M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers added | 1,115,038 | $51M | 1.5% | 2026-Q2 |
| Reliant Wealth Planning added | 1,104,334 | $50M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,071,882 | $49M | 1.4% | 2026-Q2 |
| MBL Wealth, LLC added | 1,025,761 | $47M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 820,020 | $37M | 1.1% | 2026-Q2 |
| Stratos Investment Management, LLC added | 743,952 | $34M | 1.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 699,559 | $32M | 0.9% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 628,175 | $29M | 0.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 562,195 | $26M | 0.7% | 2026-Q2 |
| NBZ Investment Advisors LLC added | 528,957 | $24M | 0.7% | 2026-Q2 |
| Northwest Financial Advisors added | 483,030 | $22M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 468,004 | $21M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 466,800 | $21M | 0.6% | 2026-Q2 |
| ForthRight Wealth Management, LLC added | 466,125 | $21M | 0.6% | 2026-Q2 |
| Prostatis Group LLC trimmed | 457,179 | $21M | 0.6% | 2026-Q2 |
| Hibernia Wealth Partners, LLC trimmed | 441,039 | $20M | 0.6% | 2026-Q2 |
| Summit Financial, LLC added | 433,566 | $20M | 0.6% | 2026-Q2 |
| Merit Financial Group, LLC added | 432,089 | $20M | 0.6% | 2026-Q2 |
| Second Half Financial Partners, LLC added | 412,651 | $19M | 0.5% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 412,141 | $19M | 0.5% | 2026-Q2 |
| Marshall Financial Group, LLC added | 408,662 | $19M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 363,006 | $17M | 0.5% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 339,833 | $16M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 339,127 | $15M | 0.5% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 333,442 | $15M | 0.4% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 333,110 | $15M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 331,865 | $15M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 326,017 | $15M | 0.4% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 307,581 | $14M | 0.4% | 2026-Q2 |
| Financial Designs Corp added | 305,384 | $14M | 0.4% | 2026-Q2 |
| Altus Wealth Group LLC added | 300,980 | $14M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 299,959 | $14M | 0.4% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 282,884 | $13M | 0.4% | 2026-Q2 |
| NCM Capital Management, LLC trimmed | 275,952 | $13M | 0.4% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 270,616 | $13M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 270,361 | $12M | 0.4% | 2026-Q2 |
| Visionary Wealth Advisors added | 253,111 | $12M | 0.3% | 2026-Q2 |
| Souders Financial Advisors added | 252,996 | $12M | 0.3% | 2026-Q2 |
| Tower Wealth Partners, Inc. trimmed | 248,573 | $11M | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 242,885 | $11M | 0.3% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 226,093 | $10M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 219,540 | $10M | 0.3% | 2026-Q2 |
| Investors Research Corp added | 203,662 | $9M | 0.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 197,888 | $9M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 195,920 | $9M | 0.3% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 194,258 | $9M | 0.3% | 2026-Q2 |
| MTM Investment Management, LLC added | 194,245 | $9M | 0.3% | 2026-Q2 |
| Security National Bank added | 190,012 | $9M | 0.3% | 2026-Q2 |
| Magnus Financial Group LLC added | 186,746 | $9M | 0.2% | 2026-Q2 |
| Carter Financial Group, INC. added | 181,372 | $8M | 0.2% | 2026-Q2 |
| Moran Wealth Management, LLC added | 170,207 | $8M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 167,536 | $8M | 0.2% | 2026-Q2 |
| Element Wealth, LLC trimmed | 165,541 | $8M | 0.2% | 2026-Q2 |
| Phoenix Wealth Advisors trimmed | 163,261 | $7M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 159,594 | $7M | 0.2% | 2026-Q2 |
| TBH Global Asset Management, LLC added | 157,833 | $7M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 154,874 | $7M | 0.2% | 2026-Q2 |
| RiverTree Advisors, LLC added | 154,574 | $7M | 0.2% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 153,830 | $7M | 0.2% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 152,773 | $7M | 0.2% | 2026-Q2 |
| Peak Planning Group, LLC added | 152,710 | $7M | 0.2% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 152,201 | $7M | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. added | 148,675 | $7M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 144,585 | $7M | 0.2% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 144,310 | $7M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 140,208 | $6M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 135,377 | $6M | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 135,367 | $6M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 134,351 | $6M | 0.2% | 2026-Q2 |
| Prota Financial, LLC trimmed | 133,769 | $6M | 0.2% | 2026-Q2 |
| SIERRA OCEAN, LLC added | 132,366 | $6M | 0.2% | 2026-Q2 |
| &PARTNERS added | 130,236 | $6M | 0.2% | 2026-Q2 |
| Allred Capital Management, LLC added | 123,683 | $6M | 0.2% | 2026-Q2 |
| Meridian Wealth Advisors, LLC added | 122,878 | $6M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 121,874 | $6M | 0.2% | 2026-Q2 |
| Farrow Financial, Inc. added | 117,539 | $5M | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 115,997 | $5M | 0.2% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 115,977 | $5M | 0.2% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC added | 114,299 | $5M | 0.2% | 2026-Q2 |
| Good Steward Wealth Advisors,LLC trimmed | 114,208 | $5M | 0.2% | 2026-Q2 |
| Stonebrook Private Inc. trimmed | 112,329 | $5M | 0.1% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 111,850 | $5M | 0.1% | 2026-Q2 |
| McAdam, LLC added | 110,653 | $5M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 109,607 | $5M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 108,312 | $5M | 0.1% | 2026-Q2 |
| Baron Financial Group, LLC added | 107,039 | $5M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 106,724 | $5M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 105,925 | $5M | 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.