Who owns DIVZ (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-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
2 tracked funds added or opened DIVZ while 1 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, 49 WEALTH MANAGEMENT, LLC, sizes it at 11.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 11.9pp 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 2025-Q4 and 2026-Q1, across 19 tracked filers holding DIVZ, 7 increased or opened the position and 11 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 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 1
- 49 WEALTH MANAGEMENT, LLC$159M
Largest adds
- Weaver Consulting Group$1M
Largest trims
- TITLEIST ASSET MANAGEMENT, LLC$3M
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 |
|---|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC new | 4,276,008 | $159M | 75.8% | 2026-Q1 |
| Weaver Consulting Group added | 778,869 | $29M | 13.8% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 396,060 | $15M | 7.0% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 21,990 | $818K | 0.4% | 2026-Q1 |
| M3 Advisory Group, LLC added | 19,922 | $742K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 15,280 | $569K | 0.3% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 14,198 | $529K | 0.3% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. trimmed | 8,402 | $313K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 7,701 | $287K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 6,505 | $242K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 6,361 | $237K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,722 | $101K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 692 | $26K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 150 | $6K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 53 | $2K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 23 | $862 | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 17 | $649 | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 30 | $357 | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $37 | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 34,862 | $1M | 0.6% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC new | 13,474 | $472K | 0.2% | 2025-Q2 stale |
| Financial Gravity Companies, Inc. new | 12,503 | $438K | 0.2% | 2025-Q2 stale |
| &PARTNERS new | 11,648 | $424K | 0.2% | 2025-Q3 stale |
| INSIGHT 2811, INC. trimmed | 8,105 | $295K | 0.1% | 2025-Q3 stale |
| Verity & Verity, LLC trimmed | 6,650 | $242K | 0.1% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ new | 1,000 | $36K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. new | 615 | $22K | 0.0% | 2025-Q2 stale |
| Financial Management Professionals, Inc. new | 350 | $13K | 0.0% | 2025-Q4 stale |
| Rossby Financial, LCC new | 110 | $4K | 0.0% | 2025-Q2 stale |
| JPMORGAN CHASE & CO new | 56 | $2K | 0.0% | 2025-Q4 stale |
| FMR LLC new | 1 | $36 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 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.