Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

395
Institutional holders
22,640,028
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC trimmed2,800,348$262M13.2%2026-Q1
MORGAN STANLEY trimmed1,826,935$171M8.6%2026-Q1
BANK OF AMERICA CORP /DE/ added1,485,495$139M7.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,398,594$131M6.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,372,458$129M6.5%2026-Q1
UBS Group AG trimmed1,066,146$100M5.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed766,821$72M3.6%2026-Q1
MAINSTAY CAPITAL MANAGEMENT LLC /ADV trimmed687,584$64M3.3%2026-Q1
AMERIPRISE FINANCIAL INC added553,555$52M2.6%2026-Q1
ROYAL BANK OF CANADA trimmed541,365$51M2.6%2026-Q1
Cetera Investment Advisers trimmed489,789$46M2.3%2026-Q1
Aprio Wealth Management, LLC added388,906$36M1.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added383,856$36M1.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed352,985$33M1.7%2026-Q1
STIFEL FINANCIAL CORP trimmed297,840$28M1.4%2026-Q1
Creative Planning added269,946$25M1.3%2026-Q1
Flaharty Asset Management, LLC trimmed263,542$25M1.2%2026-Q1
PARK NATIONAL CORP /OH/ trimmed260,389$24M1.2%2026-Q1
&PARTNERS trimmed249,735$23M1.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed247,180$23M1.2%2026-Q1
IFP Advisors, Inc added189,828$18M0.9%2026-Q1
ASSETMARK, INC added184,218$17M0.9%2026-Q1
Kestra Advisory Services, LLC added183,492$17M0.9%2026-Q1
BENJAMIN EDWARDS INC added181,348$17M0.9%2026-Q1
Janney Montgomery Scott LLC trimmed164,839$15M0.8%2026-Q1
D.A. DAVIDSON & CO. trimmed158,306$15M0.7%2026-Q1
New England Private Wealth Advisors LLC added143,161$13M0.7%2026-Q1
Equitable Holdings, Inc. trimmed136,470$13M0.7%2026-Q1
Cherry Creek Investment Advisors, Inc. added138,106$13M0.7%2026-Q1
Gateway Wealth Partners, LLC added113,434$11M0.5%2026-Q1
Crumly & Associates Inc. trimmed104,426$10M0.5%2026-Q1
Private Wealth Group, LLC added98,281$9M0.5%2026-Q1
TRUIST FINANCIAL CORP added97,496$9M0.5%2026-Q1
Stratos Wealth Partners, LTD. trimmed97,193$9M0.5%2026-Q1
NewEdge Advisors, LLC added313,180$8M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added88,659$8M0.4%2026-Q1
Orion Porfolio Solutions, LLC added85,895$8M0.4%2026-Q1
Steward Partners Investment Advisory, LLC added80,243$8M0.4%2026-Q1
Summit Financial, LLC added72,986$7M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added71,644$7M0.3%2026-Q1
PURSUE WEALTH PARTNERS LLC added67,137$6M0.3%2026-Q1
Capital Advisors, Ltd. LLC added65,912$6M0.3%2026-Q1
Rockefeller Capital Management L.P. trimmed65,224$6M0.3%2026-Q1
US BANCORP \DE\ trimmed65,134$6M0.3%2026-Q1
Hobart Private Capital, LLC added61,714$6M0.3%2026-Q1
HENGEHOLD CAPITAL MANAGEMENT LLC added61,486$6M0.3%2026-Q1
Sigma Planning Corp added58,824$6M0.3%2026-Q1
Snowden Capital Advisors LLC added58,117$5M0.3%2026-Q1
Bank of New York Mellon Corp added57,109$5M0.3%2026-Q1
Wealth Management Associates, Inc. added56,670$5M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed55,501$5M0.3%2026-Q1
StoneX Group Inc. trimmed53,455$5M0.3%2026-Q1
Catalyst Investment Management LLC trimmed46,964$5M0.2%2026-Q1
Prospera Financial Services Inc added52,149$5M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added51,794$5M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed50,000$5M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added48,526$5M0.2%2026-Q1
BlueChip Wealth Advisors LLC trimmed47,913$4M0.2%2026-Q1
PARK AVENUE SECURITIES LLC trimmed46,646$4M0.2%2026-Q1
JPMORGAN CHASE & CO added47,805$4M0.2%2026-Q1
DEFINED WEALTH MANAGEMENT, LLC added46,045$4M0.2%2026-Q1
J.W. COLE ADVISORS, INC. added45,351$4M0.2%2026-Q1
Great Diamond Partners, LLC trimmed44,994$4M0.2%2026-Q1
CWM, LLC trimmed44,952$4M0.2%2026-Q1
Thrivent Financial for Lutherans added44,327$4M0.2%2026-Q1
World Investment Advisors added44,108$4M0.2%2026-Q1
Independent Advisor Alliance added43,605$4M0.2%2026-Q1
Ranch Capital Advisors Inc. added43,307$4M0.2%2026-Q1
Atria Investments, Inc added41,398$4M0.2%2026-Q1
Lido Advisors, LLC trimmed40,409$4M0.2%2026-Q1
Harvest Investment Services, LLC added40,382$4M0.2%2026-Q1
IAMS WEALTH MANAGEMENT, LLC added39,072$4M0.2%2026-Q1
COTTONWOOD CAPITAL ADVISORS, LLC trimmed38,879$4M0.2%2026-Q1
Chicago Partners Investment Group LLC trimmed34,071$4M0.2%2026-Q1
Morey & Quinn Wealth Partners, LLC added38,795$4M0.2%2026-Q1
N.E.W. Advisory Services LLC added37,038$3M0.2%2026-Q1
Private Advisor Group, LLC added36,311$3M0.2%2026-Q1
HighPoint Advisor Group LLC added36,086$3M0.2%2026-Q1
Wealthfront Advisers LLC trimmed35,424$3M0.2%2026-Q1
AE Wealth Management LLC trimmed34,244$3M0.2%2026-Q1
Sagace Wealth Management LLC added34,052$3M0.2%2026-Q1
Prosperity Financial Group, Inc. trimmed32,286$3M0.2%2026-Q1
WealthPlan Investment Management, LLC added31,839$3M0.2%2026-Q1
Ayalon Insurance Comp Ltd. added31,674$3M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added31,358$3M0.1%2026-Q1
Mariner, LLC trimmed30,674$3M0.1%2026-Q1
Ballew Advisors, Inc trimmed29,144$3M0.1%2026-Q1
Kaydan Wealth Management, Inc. trimmed29,973$3M0.1%2026-Q1
Paller Financial Services Inc trimmed29,914$3M0.1%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed29,246$3M0.1%2026-Q1
Pine Valley Investments Ltd Liability Co added143,922$14M0.7%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed125,641$9M0.5%2025-Q1 stale
Synergy Asset Management, LLC added79,150$7M0.4%2025-Q3 stale
Ethos Financial Group, LLC added81,312$7M0.4%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added72,564$7M0.3%2025-Q2 stale
TWO SIGMA INVESTMENTS, LP new57,676$6M0.3%2025-Q4 stale
Concorde Asset Management, LLC added55,832$5M0.3%2025-Q4 stale
Financial Advocates Investment Management added45,951$4M0.2%2025-Q2 stale
Main Street Financial Solutions, LLC added38,488$4M0.2%2025-Q4 stale
Tyler-Stone Wealth Management trimmed40,793$4M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership