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-Q2 13F filings (latest filed 2026-09-02). 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
49 tracked funds added or opened EDIV while 21 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
EDIV’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 204 tracked filers holding EDIV, 125 increased or opened the position and 77 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 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 3
- IFG Advisory, LLC$2M
- Coppell Advisory Solutions LLC$551K
- MARYLAND CAPITAL ADVISORS INC.$501K
Full exits 10
- CENTAURUS FINANCIAL, INC.$8M
- Cambridge Investment Research Advisors, Inc.$7M
- HighTower Advisors, LLC$5M
- Columbia River Financial Group, LLC$3M
- Summit Global Investments$3M
- USAdvisors Wealth Management, LLC$2M
Largest adds
- LPL Financial LLC$19M
- OLD MISSION CAPITAL LLC$14M
- BANK OF AMERICA CORP /DE/$12M
- Kingsview Wealth Management, LLC$9M
- MORGAN STANLEY$5M
- JANE STREET GROUP, LLC$5M
Largest trims
- Cetera Investment Advisers$44M
- Steward Partners Investment Advisory, LLC$9M
- CREATIVE FINANCIAL DESIGNS INC /ADV$5M
- WealthShield Partners, LLC$2M
- OneAscent Financial Services LLC$2M
- Rodgers & Associates, LTD$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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,147,252 | $88M | 10.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,993,638 | $82M | 10.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,437,964 | $59M | 7.2% | 2026-Q2 |
| Trust Co trimmed | 1,400,471 | $57M | 7.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,322,184 | $54M | 6.6% | 2026-Q2 |
| Comprehensive Wealth Management, LLC added | 690,557 | $28M | 3.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 567,745 | $23M | 2.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 529,570 | $22M | 2.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 490,614 | $20M | 2.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 438,821 | $18M | 2.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 410,325 | $17M | 2.1% | 2026-Q2 |
| Drake & Associates, LLC added | 402,997 | $17M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 393,938 | $16M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 354,516 | $15M | 1.8% | 2026-Q2 |
| UBS Group AG added | 318,312 | $13M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 311,928 | $13M | 1.6% | 2026-Q2 |
| Keudell/Morrison Wealth Management added | 303,249 | $12M | 1.5% | 2026-Q2 |
| swisspartners Advisors Ltd added | 283,700 | $12M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 271,579 | $11M | 1.4% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 265,297 | $11M | 1.3% | 2026-Q2 |
| M&T Bank Corp trimmed | 264,304 | $11M | 1.3% | 2026-Q2 |
| Plan Group Financial, LLC added | 260,012 | $11M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 255,221 | $10M | 1.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 250,887 | $10M | 1.3% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 245,009 | $10M | 1.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 214,873 | $9M | 1.1% | 2026-Q2 |
| Three Cord True Wealth Management, LLC added | 210,909 | $9M | 1.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 197,794 | $8M | 1.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 191,018 | $8M | 1.0% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 179,521 | $7M | 0.9% | 2026-Q2 |
| Tower Wealth Partners, Inc. added | 172,907 | $7M | 0.9% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 150,952 | $6M | 0.8% | 2026-Q2 |
| Anderson Financial Strategies, LLC added | 138,195 | $6M | 0.7% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 133,735 | $5M | 0.7% | 2026-Q2 |
| Cyr Financial Inc. added | 123,882 | $5M | 0.6% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 122,331 | $5M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 108,274 | $4M | 0.5% | 2026-Q2 |
| Cassia Capital Partners, LLC added | 103,332 | $4M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 91,936 | $4M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 91,224 | $4M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 90,190 | $4M | 0.5% | 2026-Q2 |
| Premier Path Wealth Partners, LLC added | 88,432 | $4M | 0.4% | 2026-Q2 |
| Cornerstone National Bank & Trust Co added | 82,708 | $3M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 78,830 | $3M | 0.4% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 78,382 | $3M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. added | 70,368 | $3M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 70,051 | $3M | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 67,008 | $3M | 0.3% | 2026-Q2 |
| &PARTNERS added | 64,556 | $3M | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 64,544 | $3M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 60,851 | $2M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 57,615 | $2M | 0.3% | 2026-Q2 |
| Old Port Advisors trimmed | 53,664 | $2M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 53,139 | $2M | 0.3% | 2026-Q2 |
| MANCHESTER FINANCIAL INC added | 48,673 | $2M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 46,005 | $2M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 43,765 | $2M | 0.2% | 2026-Q2 |
| RDA Financial Network added | 42,567 | $2M | 0.2% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 40,636 | $2M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 39,005 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 38,795 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 37,629 | $2M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 37,126 | $2M | 0.2% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 35,431 | $1M | 0.2% | 2026-Q2 |
| Altura Wealth Advisors Inc. added | 34,798 | $1M | 0.2% | 2026-Q2 |
| Johnson Financial Group, Inc. added | 34,700 | $1M | 0.2% | 2026-Q2 |
| Fiduciary Trust Co | 34,406 | $1M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 28,418 | $1M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 27,168 | $1M | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 26,934 | $1M | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 26,036 | $551K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 25,974 | $1M | 0.1% | 2026-Q2 |
| Powerhouse Assets LLC added | 25,205 | $1M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 22,715 | $930K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 22,228 | $910K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 21,782 | $892K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 21,725 | $890K | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 21,643 | $886K | 0.1% | 2026-Q2 |
| IRON Financial LLC added | 20,670 | $847K | 0.1% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 18,771 | $769K | 0.1% | 2026-Q2 |
| AlTi Global, Inc. | 18,200 | $745K | 0.1% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 16,876 | $691K | 0.1% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 16,816 | $689K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 16,806 | $687K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 16,712 | $684K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 16,429 | $673K | 0.1% | 2026-Q2 |
| MMA ASSET MANAGEMENT LLC added | 16,299 | $668K | 0.1% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 14,301 | $586K | 0.1% | 2026-Q2 |
| RETIREMENT INCOME SOLUTIONS, INC | 14,169 | $559K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 14,122 | $578K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 14,046 | $575K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC | 13,732 | $562K | 0.1% | 2026-Q2 |
| American Trust added | 13,178 | $540K | 0.1% | 2026-Q2 |
| Cambridge Financial Group, LLC trimmed | 12,546 | $514K | 0.1% | 2026-Q2 |
| Creative Planning added | 12,309 | $504K | 0.1% | 2026-Q2 |
| MARYLAND CAPITAL ADVISORS INC. trimmed | 12,231 | $501K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 12,148 | $498K | 0.1% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC added | 12,007 | $492K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 11,933 | $489K | 0.1% | 2026-Q2 |
| Trademark Financial Management, LLC trimmed | 11,463 | $469K | 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.