Who owns EDIV
Which tracked institutional funds hold EDIV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EDIV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-29). 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
44 tracked funds added or opened EDIV while 19 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
EDIV’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes EDIV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EDIV 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 205 tracked filers holding EDIV, 122 increased or opened the position and 63 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 EDIV 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 9
- Keudell/Morrison Wealth Management$8M
- Fifth Third Securities, Inc.$5M
- Cornerstone National Bank & Trust Co$2M
- Independent Advisor Alliance$1M
- Prospera Financial Services Inc$1M
- Collaborative Fund Advisors, LLC$1M
Full exits 3
- SG Trading Solutions, LLC$2M
- FLOW TRADERS U.S. LLC$2M
- IFG Advisory, LLC$1M
Largest adds
- BANK OF AMERICA CORP /DE/$30M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$22M
- Comprehensive Wealth Management, LLC$12M
- WELLS FARGO & COMPANY/MN$11M
- LPL Financial LLC$11M
- M&T Bank Corp$10M
Largest trims
- CITADEL ADVISORS LLC$6M
- AE Wealth Management LLC$5M
- JANE STREET GROUP, LLC$2M
- Able Wealth Management LLC$2M
- First Heartland Consultants, Inc.$1M
- OSAIC HOLDINGS, INC.$1M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 1,757,472 | $69M | 8.7% | 2026-Q1 |
| LPL Financial LLC added | 1,744,742 | $69M | 8.6% | 2026-Q1 |
| Cetera Investment Advisers added | 1,523,559 | $60M | 7.5% | 2026-Q1 |
| Trust Co added | 1,410,692 | $56M | 7.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,356,115 | $54M | 6.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,247,373 | $49M | 6.2% | 2026-Q1 |
| Comprehensive Wealth Management, LLC added | 638,363 | $25M | 3.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 562,151 | $22M | 2.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 452,808 | $18M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 397,836 | $16M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 386,601 | $15M | 1.9% | 2026-Q1 |
| Drake & Associates, LLC added | 361,686 | $14M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 327,311 | $13M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 314,251 | $12M | 1.6% | 2026-Q1 |
| UBS Group AG added | 292,207 | $12M | 1.4% | 2026-Q1 |
| swisspartners Advisors Ltd added | 282,890 | $11M | 1.4% | 2026-Q1 |
| M&T Bank Corp added | 268,363 | $11M | 1.3% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. trimmed | 256,258 | $10M | 1.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 232,651 | $9M | 1.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 230,402 | $9M | 1.1% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 230,263 | $9M | 1.1% | 2026-Q1 |
| Plan Group Financial, LLC added | 227,435 | $9M | 1.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 222,539 | $9M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 218,958 | $9M | 1.1% | 2026-Q1 |
| Keudell/Morrison Wealth Management new | 211,199 | $8M | 1.0% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 207,668 | $8M | 1.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 198,908 | $8M | 1.0% | 2026-Q1 |
| Three Cord True Wealth Management, LLC added | 196,601 | $8M | 1.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 188,508 | $7M | 0.9% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 187,767 | $7M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 172,362 | $7M | 0.9% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 171,204 | $7M | 0.8% | 2026-Q1 |
| Tower Wealth Partners, Inc. added | 169,205 | $7M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 148,615 | $6M | 0.7% | 2026-Q1 |
| Anderson Financial Strategies, LLC added | 132,401 | $5M | 0.7% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 127,453 | $5M | 0.6% | 2026-Q1 |
| Fifth Third Securities, Inc. new | 122,331 | $5M | 0.6% | 2026-Q1 |
| Cyr Financial Inc. added | 115,403 | $5M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 114,309 | $5M | 0.6% | 2026-Q1 |
| Cassia Capital Partners, LLC added | 102,382 | $4M | 0.5% | 2026-Q1 |
| IFP Advisors, Inc added | 96,235 | $4M | 0.5% | 2026-Q1 |
| Columbia River Financial Group, LLC added | 85,740 | $3M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 84,043 | $3M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 74,626 | $3M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 75,040 | $3M | 0.4% | 2026-Q1 |
| Summit Global Investments added | 71,161 | $3M | 0.4% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 71,148 | $3M | 0.4% | 2026-Q1 |
| Premier Path Wealth Partners, LLC trimmed | 67,114 | $3M | 0.3% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 59,970 | $2M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 58,476 | $2M | 0.3% | 2026-Q1 |
| Able Wealth Management LLC trimmed | 57,924 | $2M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 58,764 | $2M | 0.3% | 2026-Q1 |
| Old Port Advisors trimmed | 56,112 | $2M | 0.3% | 2026-Q1 |
| WealthShield Partners, LLC trimmed | 55,440 | $2M | 0.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 54,702 | $2M | 0.3% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 53,788 | $2M | 0.3% | 2026-Q1 |
| &PARTNERS added | 52,952 | $2M | 0.3% | 2026-Q1 |
| MANCHESTER FINANCIAL INC added | 46,815 | $2M | 0.2% | 2026-Q1 |
| USAdvisors Wealth Management, LLC added | 44,766 | $2M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 43,053 | $2M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 42,145 | $2M | 0.2% | 2026-Q1 |
| Cornerstone National Bank & Trust Co new | 41,491 | $2M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 40,804 | $2M | 0.2% | 2026-Q1 |
| RDA Financial Network added | 40,690 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 39,209 | $2M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 38,867 | $2M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 37,773 | $1M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 36,272 | $1M | 0.2% | 2026-Q1 |
| Altura Wealth Advisors Inc. trimmed | 34,635 | $1M | 0.2% | 2026-Q1 |
| Fiduciary Trust Co | 34,406 | $1M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 33,052 | $1M | 0.2% | 2026-Q1 |
| Cordoba Advisory Partners LLC | 33,000 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 32,982 | $1M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 32,687 | $1M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc new | 30,998 | $1M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 26,496 | $1M | 0.1% | 2026-Q1 |
| Collaborative Fund Advisors, LLC new | 25,944 | $1M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 25,289 | $998K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 24,726 | $976K | 0.1% | 2026-Q1 |
| Johnson Financial Group, Inc. added | 24,700 | $975K | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC new | 24,598 | $971K | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 24,179 | $947K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 23,719 | $936K | 0.1% | 2026-Q1 |
| Powerhouse Assets LLC added | 23,408 | $924K | 0.1% | 2026-Q1 |
| IRON Financial LLC new | 20,413 | $806K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 20,279 | $801K | 0.1% | 2026-Q1 |
| Trademark Financial Management, LLC added | 19,862 | $784K | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. new | 19,848 | $784K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 19,333 | $763K | 0.1% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 18,892 | $746K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 18,853 | $744K | 0.1% | 2026-Q1 |
| Systelligence, LLC trimmed | 205,737 | $8M | 1.0% | 2025-Q2 stale |
| Perissos Private Wealth Management, LLC new | 77,891 | $3M | 0.3% | 2025-Q1 stale |
| SG Trading Solutions, LLC new | 61,543 | $2M | 0.3% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 57,320 | $2M | 0.3% | 2025-Q4 stale |
| IFG Advisory, LLC added | 29,826 | $1M | 0.1% | 2025-Q4 stale |
| Williams Financial, LLC new | 28,743 | $1M | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 23,581 | $899K | 0.1% | 2025-Q2 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 20,269 | $787K | 0.1% | 2025-Q3 stale |
| CreativeOne Wealth, LLC added | 18,843 | $732K | 0.1% | 2025-Q3 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.