Who owns RDIV (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-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
The tracked-fund tape on RDIV is one-sided between 2025-Q4 and 2026-Q1: 27 added or opened and 7 trimmed or exited — on balance accumulating.
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, MORGAN STANLEY, 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 RDIV more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 126 tracked filers holding RDIV, 62 increased or opened the position and 49 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 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 4
- HUNTINGTON NATIONAL BANK$5M
- GTS SECURITIES LLC$2M
- BENJAMIN EDWARDS INC$1M
- CIBC Bancorp USA Inc.$753K
Full exits 6
- Tactive Advisors, LLC$7M
- Cadence Bank$5M
- NewEdge Advisors, LLC$1M
- GOLDMAN SACHS GROUP INC$794K
- CIBC Private Wealth Group LLC$704K
- IFG Advisory, LLC$505K
Largest adds
- Allworth Financial LP$39M
- RAYMOND JAMES FINANCIAL INC$8M
- LPL Financial LLC$6M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- MORGAN STANLEY$4M
- Heartwood Wealth Advisors LLC$3M
Largest trims
- AE Wealth Management LLC$641K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,048,007 | $58M | 13.8% | 2026-Q1 |
| Allworth Financial LP added | 752,785 | $42M | 9.9% | 2026-Q1 |
| LPL Financial LLC added | 750,121 | $42M | 9.9% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 739,810 | $41M | 9.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 512,739 | $29M | 6.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 399,394 | $22M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 343,899 | $19M | 4.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 215,763 | $12M | 2.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 162,537 | $9M | 2.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 135,468 | $8M | 1.8% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 120,433 | $7M | 1.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 113,627 | $6M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 112,030 | $6M | 1.5% | 2026-Q1 |
| UBS Group AG added | 99,811 | $6M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 96,976 | $5M | 1.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 91,453 | $5M | 1.2% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK new | 85,120 | $5M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 84,333 | $5M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 83,366 | $5M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 64,589 | $4M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 63,520 | $4M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 61,683 | $3M | 0.8% | 2026-Q1 |
| Ascentis Independent Advisors trimmed | 59,597 | $3M | 0.8% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 53,438 | $3M | 0.7% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 53,258 | $3M | 0.7% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 49,540 | $3M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 45,789 | $3M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 45,000 | $3M | 0.6% | 2026-Q1 |
| &PARTNERS added | 41,114 | $2M | 0.5% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 39,640 | $2M | 0.5% | 2026-Q1 |
| Wealthspire Advisors, LLC | 38,796 | $2M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 36,287 | $2M | 0.5% | 2026-Q1 |
| GTS SECURITIES LLC added | 33,775 | $2M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 36,062 | $2M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 32,522 | $2M | 0.4% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 22,255 | $1M | 0.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 20,289 | $1M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 19,801 | $1M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 19,582 | $1M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 19,544 | $1M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 18,502 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 17,574 | $978K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 17,177 | $956K | 0.2% | 2026-Q1 |
| Intrua Financial, LLC added | 16,754 | $933K | 0.2% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 15,192 | $846K | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. | 14,664 | $816K | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. added | 14,606 | $813K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 14,264 | $794K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 14,055 | $782K | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 13,534 | $753K | 0.2% | 2026-Q1 |
| ASPIRIANT, LLC | 13,430 | $748K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 13,000 | $724K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 12,530 | $697K | 0.2% | 2026-Q1 |
| Herold Advisors, Inc. trimmed | 11,687 | $651K | 0.2% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 11,542 | $642K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 11,406 | $635K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 10,714 | $596K | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC | 10,022 | $558K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 8,454 | $471K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 8,398 | $467K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 8,396 | $467K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 8,309 | $459K | 0.1% | 2026-Q1 |
| Englebert Financial Advisers, LLC trimmed | 7,929 | $441K | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 7,232 | $403K | 0.1% | 2026-Q1 |
| Atlas Legacy Advisors, LLC trimmed | 7,155 | $398K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 7,013 | $390K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 6,888 | $383K | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 6,872 | $383K | 0.1% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 6,588 | $367K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 6,406 | $357K | 0.1% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 6,390 | $356K | 0.1% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC added | 5,657 | $315K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 5,639 | $314K | 0.1% | 2026-Q1 |
| Elite Financial, Inc. added | 5,298 | $294K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 5,205 | $290K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. | 5,160 | $287K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 5,128 | $285K | 0.1% | 2026-Q1 |
| Carson Advisory Inc. | 5,100 | $284K | 0.1% | 2026-Q1 |
| Mission Creek Capital Partners, Inc. | 5,091 | $283K | 0.1% | 2026-Q1 |
| Creative Planning added | 4,961 | $276K | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 4,846 | $270K | 0.1% | 2026-Q1 |
| CHOREO, LLC added | 4,612 | $257K | 0.1% | 2026-Q1 |
| Aurora Private Wealth, Inc. | 4,921 | $256K | 0.1% | 2026-Q1 |
| ProVise Management Group, LLC | 4,533 | $252K | 0.1% | 2026-Q1 |
| Tactive Advisors, LLC new | 128,446 | $7M | 1.6% | 2025-Q4 stale |
| Cadence Bank trimmed | 88,720 | $5M | 1.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 44,181 | $2M | 0.5% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 27,103 | $1M | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 27,210 | $1M | 0.3% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC | 15,254 | $794K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 15,126 | $788K | 0.2% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC | 13,534 | $704K | 0.2% | 2025-Q4 stale |
| IFG Advisory, LLC added | 9,695 | $505K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 9,203 | $479K | 0.1% | 2025-Q3 stale |
| QRG CAPITAL MANAGEMENT, INC. new | 9,458 | $453K | 0.1% | 2025-Q2 stale |
| COMERICA BANK added | 8,188 | $426K | 0.1% | 2025-Q4 stale |
| Soltis Investment Advisors LLC new | 7,909 | $386K | 0.1% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 7,191 | $374K | 0.1% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 6,799 | $354K | 0.1% | 2025-Q4 stale |
| Lifeworks Advisors, LLC | 5,782 | $282K | 0.1% | 2025-Q1 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.