Among active 13F managers last quarter, 3 opened and 4 added, while 3 reduced; the largest holder to move was Concurrent Investment Advisors, LLC (+6.9%).
39 tracked 13F filers disclose a position in DDIV as of the latest SEC 13F filings, a combined $44.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | 209K | $9.4M | ▼−3.9% Reduced · −8K sh | Q2 2026 | |
| 2 | Osaic Holdings, Inc. | 162K | $6.5M | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 155K | $6.3M | ▲+8.9% Added · +13K sh | Q1 2026 | |
| 4 | Concurrent Investment Advisors, LLC | 91K | $4.1M | ▲+6.9% Added · +6K sh | Q2 2026 | |
| 5 | Steward Partners Investment Advisory, LLC | 64K | $2.9M | ▲+2.4% Added · +1K sh | Q2 2026 | |
| 6 | Kesler, Norman & Wride, LLC | 53K | $2.4M | ▼−8.0% Reduced · −5K sh | Q2 2026 | |
| 7 | Goldman Sachs Group Inc | 45K | $1.8M | ▲+0.3% Added · +123 sh | Q1 2026 | |
| 8 | Morgan Stanley | 44K | $1.8M | ▲+11% Added · +4K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | 36K | $1.4M | ▲+36% Added · +9K sh | Q1 2026 | |
| 10 | Raymond James Financial Inc | 30K | $1.2M | ▼−2.2% Reduced · −688 sh | Q1 2026 | |
| 11 | TCFG Investment Advisors, LLC | 27K | $1.2M | ▼~0% Reduced · −9 sh | Q2 2026 | |
| 12 | Bank Of America Corp | 20K | $826K | ▲+1.5% Added · +302 sh | Q1 2026 | |
| 13 | Prospera Financial Services Inc | 18K | $793K | ▲+0.2% Added · +30 sh | Q2 2026 | |
| 14 | Compound Planning, Inc. | 13K | $593K | ▲+1.2% Added · +151 sh | Q2 2026 | |
| 15 | Citadel Advisors LLC | 13K | $593K | ▼−48% Reduced · −12K sh | Q2 2026 | |
| 16 | Harbour Investments, Inc. | 9K | $382K | ▲New +9K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | 9K | $355K | —Held | Q1 2026 | |
| 18 | Envestnet Asset Management Inc | 7K | $297K | ▼−0.1% Reduced · −4 sh | Q1 2026 | |
| 19 | Commonwealth Equity Services, LLC | 7K | $291K | ▲+16% Added · +971 sh | Q1 2026 | |
| 20 | HighPoint Advisor Group LLC | 5K | $237K | —Held | Q2 2026 | |
| 21 | J.W. Cole Advisors, Inc. | 5K | $225K | ▲Added Added · +5K sh | Q2 2026 | |
| 22 | Susquehanna International Group, LLP | 5K | $200K | ▲New +5K sh | Q1 2026 | |
| 23 | Legacy Capital Wealth Management, LLC | 5K | $213K | ▲Added Added · +5K sh | Q2 2026 | |
| 24 | Columbia Advisory Partners LLC | 5K | $204K | ▲New +5K sh | Q2 2026 | |
| 25 | Rockefeller Capital Management L.P. | 3K | $103K | ▲+0.1% Added · +2 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in DDIV and 4 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 19 funds | $4.1B |
| Nvidia CorpNVDA | 19 funds | $4.0B |
| Amazon.com IncAMZN | 19 funds | $3.5B |
| Microsoft CorpMSFT | 19 funds | $2.3B |
| Alphabet Inc-CL AGOOGL | 19 funds | $1.7B |
| Vanguard S&P 500 ETFVOO | 19 funds | $1.3B |
| Tesla IncTSLA | 19 funds | $773.7M |
| Costco Wholesale CorpCOST | 19 funds | $686.3M |
| RTX CorpRTX | 19 funds | $468.3M |
| Boeing CoBA | 19 funds | $248.2M |
| Ishares Core S&P 500 ETFIVV | 18 funds | $14.7B |
| Broadcom IncAVGO | 18 funds | $1.6B |
Ranked by how many of DDIV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DDIV.
| Class | 13F holders | Value held |
|---|---|---|
| RDVYmc | 757 funds | $15.2B |
| AIRRmc | 510 funds | $6.2B |
| TDIVmc | 401 funds | $2.3B |
| FVmc | 330 funds | $2.2B |
| FTHImc | 207 funds | $1.3B |
| FTXLmc | 193 funds | $1.4B |
| ROBTmc | 163 funds | $303.0M |
| FTXOmc | 122 funds | $227.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DDIV
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DDIV/capital-change-brief"
Use Arkolith's capital_change_brief for DDIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.