Who owns TDIV (TDIV)
Which tracked institutional funds hold TDIV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TDIV 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
40 tracked funds added or opened TDIV while 63 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
TDIV’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes TDIV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TDIV 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 395 tracked filers holding TDIV, 186 increased or opened the position and 169 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 TDIV 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 6
- Summit Financial, LLC$7M
- PARK AVENUE SECURITIES LLC$4M
- Independent Advisor Alliance$4M
- TCFG Investment Advisors, LLC$1M
- Spartan Wealth Advisory Services LLC$967K
- IFS Group,LLC$502K
Full exits 14
- Pine Valley Investments Ltd Liability Co$14M
- TWO SIGMA INVESTMENTS, LP$6M
- Concorde Asset Management, LLC$5M
- Main Street Financial Solutions, LLC$4M
- Coppell Advisory Solutions LLC$3M
- Brookstone Capital Management$2M
Largest adds
- Kestra Advisory Services, LLC$11M
- Gateway Wealth Partners, LLC$6M
- BANK OF AMERICA CORP /DE/$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- JONES FINANCIAL COMPANIES LLLP$3M
- RAYMOND JAMES FINANCIAL INC$3M
Largest trims
- MAINSTAY CAPITAL MANAGEMENT LLC /ADV$38M
- WELLS FARGO & COMPANY/MN$23M
- NewEdge Advisors, LLC$21M
- &PARTNERS$17M
- AVAII WEALTH MANAGEMENT, LLC$13M
- LPL Financial LLC$12M
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 2,800,348 | $262M | 13.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,826,935 | $171M | 8.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,485,495 | $139M | 7.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,398,594 | $131M | 6.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,372,458 | $129M | 6.5% | 2026-Q1 |
| UBS Group AG trimmed | 1,066,146 | $100M | 5.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 766,821 | $72M | 3.6% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV trimmed | 687,584 | $64M | 3.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 553,555 | $52M | 2.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 541,365 | $51M | 2.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 489,789 | $46M | 2.3% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 388,906 | $36M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 383,856 | $36M | 1.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 352,985 | $33M | 1.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 297,840 | $28M | 1.4% | 2026-Q1 |
| Creative Planning added | 269,946 | $25M | 1.3% | 2026-Q1 |
| Flaharty Asset Management, LLC trimmed | 263,542 | $25M | 1.2% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ trimmed | 260,389 | $24M | 1.2% | 2026-Q1 |
| &PARTNERS trimmed | 249,735 | $23M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 247,180 | $23M | 1.2% | 2026-Q1 |
| IFP Advisors, Inc added | 189,828 | $18M | 0.9% | 2026-Q1 |
| ASSETMARK, INC added | 184,218 | $17M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 183,492 | $17M | 0.9% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 181,348 | $17M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 164,839 | $15M | 0.8% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 158,306 | $15M | 0.7% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 143,161 | $13M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 136,470 | $13M | 0.7% | 2026-Q1 |
| Cherry Creek Investment Advisors, Inc. added | 138,106 | $13M | 0.7% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 113,434 | $11M | 0.5% | 2026-Q1 |
| Crumly & Associates Inc. trimmed | 104,426 | $10M | 0.5% | 2026-Q1 |
| Private Wealth Group, LLC added | 98,281 | $9M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 97,496 | $9M | 0.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 97,193 | $9M | 0.5% | 2026-Q1 |
| NewEdge Advisors, LLC added | 313,180 | $8M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 88,659 | $8M | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 85,895 | $8M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 80,243 | $8M | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 72,986 | $7M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 71,644 | $7M | 0.3% | 2026-Q1 |
| PURSUE WEALTH PARTNERS LLC added | 67,137 | $6M | 0.3% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 65,912 | $6M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 65,224 | $6M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 65,134 | $6M | 0.3% | 2026-Q1 |
| Hobart Private Capital, LLC added | 61,714 | $6M | 0.3% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 61,486 | $6M | 0.3% | 2026-Q1 |
| Sigma Planning Corp added | 58,824 | $6M | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 58,117 | $5M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 57,109 | $5M | 0.3% | 2026-Q1 |
| Wealth Management Associates, Inc. added | 56,670 | $5M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 55,501 | $5M | 0.3% | 2026-Q1 |
| StoneX Group Inc. trimmed | 53,455 | $5M | 0.3% | 2026-Q1 |
| Catalyst Investment Management LLC trimmed | 46,964 | $5M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 52,149 | $5M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 51,794 | $5M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 50,000 | $5M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 48,526 | $5M | 0.2% | 2026-Q1 |
| BlueChip Wealth Advisors LLC trimmed | 47,913 | $4M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 46,646 | $4M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 47,805 | $4M | 0.2% | 2026-Q1 |
| DEFINED WEALTH MANAGEMENT, LLC added | 46,045 | $4M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 45,351 | $4M | 0.2% | 2026-Q1 |
| Great Diamond Partners, LLC trimmed | 44,994 | $4M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 44,952 | $4M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 44,327 | $4M | 0.2% | 2026-Q1 |
| World Investment Advisors added | 44,108 | $4M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 43,605 | $4M | 0.2% | 2026-Q1 |
| Ranch Capital Advisors Inc. added | 43,307 | $4M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 41,398 | $4M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 40,409 | $4M | 0.2% | 2026-Q1 |
| Harvest Investment Services, LLC added | 40,382 | $4M | 0.2% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC added | 39,072 | $4M | 0.2% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 38,879 | $4M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 34,071 | $4M | 0.2% | 2026-Q1 |
| Morey & Quinn Wealth Partners, LLC added | 38,795 | $4M | 0.2% | 2026-Q1 |
| N.E.W. Advisory Services LLC added | 37,038 | $3M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 36,311 | $3M | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 36,086 | $3M | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 35,424 | $3M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 34,244 | $3M | 0.2% | 2026-Q1 |
| Sagace Wealth Management LLC added | 34,052 | $3M | 0.2% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 32,286 | $3M | 0.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 31,839 | $3M | 0.2% | 2026-Q1 |
| Ayalon Insurance Comp Ltd. added | 31,674 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,358 | $3M | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 30,674 | $3M | 0.1% | 2026-Q1 |
| Ballew Advisors, Inc trimmed | 29,144 | $3M | 0.1% | 2026-Q1 |
| Kaydan Wealth Management, Inc. trimmed | 29,973 | $3M | 0.1% | 2026-Q1 |
| Paller Financial Services Inc trimmed | 29,914 | $3M | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 29,246 | $3M | 0.1% | 2026-Q1 |
| Pine Valley Investments Ltd Liability Co added | 143,922 | $14M | 0.7% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 125,641 | $9M | 0.5% | 2025-Q1 stale |
| Synergy Asset Management, LLC added | 79,150 | $7M | 0.4% | 2025-Q3 stale |
| Ethos Financial Group, LLC added | 81,312 | $7M | 0.4% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 72,564 | $7M | 0.3% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP new | 57,676 | $6M | 0.3% | 2025-Q4 stale |
| Concorde Asset Management, LLC added | 55,832 | $5M | 0.3% | 2025-Q4 stale |
| Financial Advocates Investment Management added | 45,951 | $4M | 0.2% | 2025-Q2 stale |
| Main Street Financial Solutions, LLC added | 38,488 | $4M | 0.2% | 2025-Q4 stale |
| Tyler-Stone Wealth Management trimmed | 40,793 | $4M | 0.2% | 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.