Who owns DIVZ
Which tracked institutional funds hold DIVZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DIVZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
3 tracked funds added or opened DIVZ while 2 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
DIVZ’s largest tracked holder by dollar value, Weaver Consulting Group, sizes it at 7.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DIVZ 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 22 tracked filers holding DIVZ, 16 increased or opened the position and 8 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 DIVZ 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 2
- ALONGSIDE, LLC$16M
- GOLDMAN SACHS GROUP INC$847K
Full exits 1
- Thrivent Financial for Lutherans$818K
Largest adds
- Weaver Consulting Group$5M
Largest trims
- 49 WEALTH MANAGEMENT, LLC$143M
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 |
|---|---|---|---|---|
| Weaver Consulting Group added | 910,463 | $34M | 38.3% | 2026-Q2 |
| 49 WEALTH MANAGEMENT, LLC trimmed | 434,705 | $16M | 18.3% | 2026-Q2 |
| ALONGSIDE, LLC new | 434,705 | $16M | 18.3% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 396,150 | $15M | 16.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 22,672 | $847K | 1.0% | 2026-Q2 |
| M3 Advisory Group, LLC added | 20,355 | $761K | 0.9% | 2026-Q2 |
| Joel Isaacson & Co., LLC added | 15,768 | $589K | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 11,342 | $424K | 0.5% | 2026-Q2 |
| Regatta Research & Money Management new | 8,858 | $331K | 0.4% | 2026-Q2 |
| Financial Gravity Companies, Inc. trimmed | 8,421 | $315K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,350 | $237K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,948 | $110K | 0.1% | 2026-Q2 |
| UBS Group AG added | 1,434 | $54K | 0.1% | 2026-Q2 |
| Highland Investment Advisors LLC new | 1,005 | $38K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 196 | $7K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 150 | $6K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 117 | $4K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 25 | $946 | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 23 | $871 | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 18 | $656 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 12 | $448 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 7 | $264 | 0.0% | 2026-Q2 |
| Thrivent Financial for Lutherans trimmed | 21,990 | $818K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. trimmed | 8,402 | $313K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) trimmed | 6,505 | $242K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 6,361 | $237K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Verity & Verity, LLC trimmed | 6,650 | $242K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Financial Management Professionals, Inc. new | 350 | $13K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| &PARTNERS new | 11,648 | $424K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| INSIGHT 2811, INC. trimmed | 8,105 | $295K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 1,000 | $36K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FMR LLC new | 1 | $36 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Cambridge Investment Research Advisors, Inc. new | 34,862 | $1M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 615 | $22K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Rossby Financial, LCC new | 110 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.