Who owns 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-Q2 13F filings (latest filed 2026-08-25). 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 TDIV is one-sided between 2026-Q1 and 2026-Q2: 150 added or opened and 28 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
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 2026-Q1 and 2026-Q2, across 424 tracked filers holding TDIV, 193 increased or opened the position and 197 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 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 17
- Kirkwood Financial Services$32M
- TWO SIGMA INVESTMENTS, LP$18M
- Quadrature Capital Ltd$11M
- VAQUERO PRIVATE WEALTH, LTD$10M
- Brookstone Capital Management$3M
- Qube Research & Technologies Ltd$3M
Full exits 16
- Cambridge Investment Research Advisors, Inc.$23M
- Janney Montgomery Scott LLC$15M
- Capital Advisors, Ltd. LLC$6M
- BNP PARIBAS FINANCIAL MARKETS$5M
- PARK AVENUE SECURITIES LLC$4M
- CWM, LLC$4M
Largest adds
- LPL Financial LLC$54M
- MORGAN STANLEY$46M
- NewEdge Advisors, LLC$41M
- RAYMOND JAMES FINANCIAL INC$36M
- BANK OF AMERICA CORP /DE/$32M
- Modern Wealth Management, LLC$28M
Largest trims
- Flaharty Asset Management, LLC$22M
- Gateway Wealth Partners, LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- Jackson Wealth Management, LLC$2M
- Mariner, LLC$2M
- Great Diamond Partners, LLC$1M
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 trimmed | 2,751,129 | $316M | 12.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,890,317 | $217M | 8.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,490,872 | $171M | 7.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,454,869 | $167M | 6.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,362,599 | $157M | 6.4% | 2026-Q2 |
| UBS Group AG trimmed | 1,051,698 | $121M | 4.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 838,304 | $96M | 3.9% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 695,257 | $80M | 3.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 584,384 | $67M | 2.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 583,104 | $67M | 2.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 483,646 | $56M | 2.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 424,544 | $49M | 2.0% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 379,768 | $44M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 374,553 | $43M | 1.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 288,653 | $33M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 286,653 | $33M | 1.3% | 2026-Q2 |
| Kirkwood Financial Services new | 277,423 | $32M | 1.3% | 2026-Q2 |
| Creative Planning trimmed | 265,998 | $31M | 1.3% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ trimmed | 252,595 | $29M | 1.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 252,027 | $29M | 1.2% | 2026-Q2 |
| &PARTNERS trimmed | 238,721 | $27M | 1.1% | 2026-Q2 |
| IFP Advisors, Inc added | 194,679 | $22M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 187,304 | $22M | 0.9% | 2026-Q2 |
| ASSETMARK, INC trimmed | 169,915 | $20M | 0.8% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 156,631 | $18M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 156,576 | $18M | 0.7% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 153,651 | $18M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 148,481 | $17M | 0.7% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 143,275 | $15M | 0.6% | 2026-Q2 |
| Cherry Creek Investment Advisors, Inc. trimmed | 137,187 | $16M | 0.6% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 132,979 | $15M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 126,000 | $14M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 112,597 | $13M | 0.5% | 2026-Q2 |
| Crumly & Associates Inc. trimmed | 99,902 | $11M | 0.5% | 2026-Q2 |
| Private Wealth Group, LLC trimmed | 96,271 | $11M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 95,945 | $11M | 0.5% | 2026-Q2 |
| Quadrature Capital Ltd added | 93,939 | $11M | 0.4% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 90,845 | $10M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 90,500 | $10M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 79,500 | $9M | 0.4% | 2026-Q2 |
| Summit Financial, LLC added | 76,997 | $9M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 76,684 | $9M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 73,412 | $8M | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 68,710 | $8M | 0.3% | 2026-Q2 |
| PURSUE WEALTH PARTNERS LLC trimmed | 64,104 | $7M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 63,406 | $7M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 62,975 | $7M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 62,860 | $7M | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 60,895 | $7M | 0.3% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC trimmed | 60,256 | $7M | 0.3% | 2026-Q2 |
| Hobart Private Capital, LLC trimmed | 59,030 | $7M | 0.3% | 2026-Q2 |
| StoneX Group Inc. added | 57,244 | $7M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 56,417 | $6M | 0.3% | 2026-Q2 |
| Wealth Management Associates, Inc. trimmed | 56,227 | $6M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 55,473 | $6M | 0.3% | 2026-Q2 |
| Catalyst Investment Management LLC added | 53,785 | $6M | 0.3% | 2026-Q2 |
| Concorde Asset Management, LLC added | 52,841 | $6M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 52,504 | $6M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 51,192 | $6M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,948 | $6M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 47,696 | $5M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 45,630 | $5M | 0.2% | 2026-Q2 |
| DEFINED WEALTH MANAGEMENT, LLC trimmed | 45,083 | $5M | 0.2% | 2026-Q2 |
| Ranch Capital Advisors Inc. added | 43,584 | $5M | 0.2% | 2026-Q2 |
| Harvest Investment Services, LLC added | 43,551 | $5M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 43,424 | $5M | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 43,408 | $4M | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 40,003 | $5M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 38,763 | $4M | 0.2% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC trimmed | 38,715 | $4M | 0.2% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 38,669 | $4M | 0.2% | 2026-Q2 |
| BlueChip Wealth Advisors LLC trimmed | 38,234 | $4M | 0.2% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 37,891 | $4M | 0.2% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 37,572 | $4M | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 37,393 | $4M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 37,161 | $4M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 35,877 | $4M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 35,389 | $4M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 34,046 | $4M | 0.1% | 2026-Q2 |
| Sagace Wealth Management LLC trimmed | 33,890 | $4M | 0.2% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 32,520 | $4M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 31,629 | $4M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 31,553 | $4M | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 31,192 | $4M | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 31,130 | $4M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 30,785 | $4M | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 30,497 | $4M | 0.1% | 2026-Q2 |
| Kaydan Wealth Management, Inc. trimmed | 29,923 | $3M | 0.1% | 2026-Q2 |
| Ballew Advisors, Inc trimmed | 28,860 | $3M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 28,664 | $3M | 0.1% | 2026-Q2 |
| Paller Financial Services Inc trimmed | 27,923 | $3M | 0.1% | 2026-Q2 |
| Great Diamond Partners, LLC trimmed | 27,848 | $3M | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 27,765 | $3M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 26,726 | $3M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 26,383 | $3M | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 26,240 | $3M | 0.1% | 2026-Q2 |
| Midwest Financial Network, LLC trimmed | 25,867 | $3M | 0.1% | 2026-Q2 |
| Biondo Investment Advisors, LLC trimmed | 25,205 | $3M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 24,494 | $3M | 0.1% | 2026-Q2 |
| Connecticut Wealth Management, LLC trimmed | 23,777 | $3M | 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.