Who owns RDIV
Which tracked institutional funds hold RDIV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RDIV 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
20 tracked funds added or opened RDIV while 14 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
RDIV’s largest tracked holder by dollar value, SUMITOMO LIFE INSURANCE CO, sizes it at 4.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RDIV 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 118 tracked filers holding RDIV, 58 increased or opened the position and 60 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 RDIV 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 5
- SUMITOMO LIFE INSURANCE CO$255M
- NewEdge Advisors, LLC$2M
- CITADEL ADVISORS LLC$989K
- Park Place Capital Corp$667K
- IFG Advisory, LLC$566K
Full exits 5
- Janney Montgomery Scott LLC$4M
- HighTower Advisors, LLC$3M
- Ascentis Independent Advisors$3M
- TWO SIGMA INVESTMENTS, LP$3M
- Cambridge Investment Research Advisors, Inc.$978K
Largest adds
- LPL Financial LLC$5M
- WELLS FARGO & COMPANY/MN$5M
- MORGAN STANLEY$5M
- Heartwood Wealth Advisors LLC$3M
- INTEGRITY ALLIANCE, LLC.$1M
- BANK OF AMERICA CORP /DE/$1M
Largest trims
- RAYMOND JAMES FINANCIAL INC$4M
- GTS SECURITIES LLC$2M
- AMERIPRISE FINANCIAL INC$2M
- Gateway Wealth Partners, LLC$1M
- Allworth Financial LP$531K
- BENJAMIN EDWARDS INC$470K
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 |
|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO new | 4,400,000 | $255M | 38.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,084,783 | $63M | 9.4% | 2026-Q2 |
| LPL Financial LLC added | 813,578 | $47M | 7.1% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 763,888 | $44M | 6.6% | 2026-Q2 |
| Allworth Financial LP trimmed | 713,262 | $41M | 6.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 515,465 | $30M | 4.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 469,271 | $27M | 4.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 254,862 | $15M | 2.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 180,339 | $10M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 170,818 | $10M | 1.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 135,013 | $8M | 1.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 114,638 | $7M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 110,882 | $6M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 102,966 | $6M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 100,957 | $6M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 99,195 | $6M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 96,349 | $6M | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 95,582 | $6M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 78,139 | $5M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 74,350 | $4M | 0.6% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK trimmed | 73,620 | $4M | 0.6% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 55,584 | $3M | 0.5% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 53,734 | $3M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 46,978 | $3M | 0.4% | 2026-Q2 |
| &PARTNERS added | 41,982 | $2M | 0.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 39,645 | $2M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC | 38,796 | $2M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 37,337 | $2M | 0.3% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 33,908 | $2M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 32,500 | $2M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 31,867 | $2M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 28,856 | $2M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 25,576 | $1M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 23,502 | $1M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 22,533 | $1M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 22,260 | $1M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 21,763 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 19,726 | $1M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 17,264 | $1M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 17,044 | $989K | 0.1% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 16,575 | $961K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 15,842 | $919K | 0.1% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC added | 15,220 | $883K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 14,614 | $848K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 14,346 | $832K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC added | 13,885 | $805K | 0.1% | 2026-Q2 |
| ASPIRIANT, LLC | 13,430 | $779K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 13,184 | $765K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 13,166 | $764K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 12,270 | $712K | 0.1% | 2026-Q2 |
| Herold Advisors, Inc. added | 11,835 | $690K | 0.1% | 2026-Q2 |
| Park Place Capital Corp new | 11,500 | $667K | 0.1% | 2026-Q2 |
| Prosperity Financial Group, Inc. trimmed | 10,998 | $638K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 10,903 | $632K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 10,761 | $624K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 10,111 | $586K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 10,000 | $580K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 9,767 | $566K | 0.1% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC added | 9,514 | $552K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 8,881 | $515K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 8,270 | $480K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 7,950 | $464K | 0.1% | 2026-Q2 |
| Englebert Financial Advisers, LLC | 7,929 | $460K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 7,769 | $451K | 0.1% | 2026-Q2 |
| Atlas Legacy Advisors, LLC trimmed | 7,077 | $410K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 7,077 | $410K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 7,020 | $407K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 6,965 | $404K | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 6,704 | $389K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 6,510 | $378K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 6,415 | $372K | 0.1% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC | 6,390 | $371K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 6,196 | $359K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 6,138 | $356K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 5,387 | $312K | 0.0% | 2026-Q2 |
| Carson Advisory Inc. | 5,100 | $296K | 0.0% | 2026-Q2 |
| Mission Creek Capital Partners, Inc. | 5,091 | $295K | 0.0% | 2026-Q2 |
| Creative Planning | 4,961 | $288K | 0.0% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 4,871 | $283K | 0.0% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 4,856 | $282K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 4,767 | $276K | 0.0% | 2026-Q2 |
| CHOREO, LLC | 4,612 | $267K | 0.0% | 2026-Q2 |
| ProVise Management Group, LLC trimmed | 4,470 | $259K | 0.0% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC | 4,181 | $242K | 0.0% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC | 4,015 | $233K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 3,989 | $231K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 3,974 | $230K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 3,743 | $217K | 0.0% | 2026-Q2 |
| Essex Financial Services, Inc. | 3,720 | $216K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 3,566 | $207K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 3,408 | $198K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 2,163 | $125K | 0.0% | 2026-Q2 |
| NFSG Corp trimmed | 2,106 | $122K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. trimmed | 1,861 | $108K | 0.0% | 2026-Q2 |
| FIRST COMMUNITY TRUST NA | 1,100 | $64K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 890 | $52K | 0.0% | 2026-Q2 |
| Colonial Trust Advisors | 850 | $49K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 768 | $45K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 765 | $44K | 0.0% | 2026-Q2 |
| North Star Investment Management Corp. | 500 | $29K | 0.0% | 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.