Among active 13F managers last quarter, 38 added and 11 reduced; the largest holder to move was Drake & Associates, LLC (+11%).
200 tracked 13F filers disclose a position in EDIV as of the latest SEC 13F filings, a combined $808.6M 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 | Bank Of America Corp | 1.8M | $69.4M | ▲+77% Added · +763K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 1.7M | $68.9M | ▲+17% Added · +260K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | 1.5M | $60.2M | ▲+3.9% Added · +57K sh | Q1 2026 | |
| 4 | Trust Co | 1.4M | $57.4M | ▼−0.7% Reduced · −10K sh | Q2 2026 | |
| 5 | Morgan Stanley | 1.4M | $53.5M | ▲+11% Added · +130K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 1.2M | $49.2M | ▲+27% Added · +265K sh | Q1 2026 | |
| 7 | Comprehensive Wealth Management, LLC | 691K | $28.3M | ▲+8.2% Added · +52K sh | Q2 2026 | |
| 8 | Northwestern Mutual Wealth Management Co | 562K | $22.2M | ▲+16% Added · +77K sh | Q1 2026 | |
| 9 | Ameriprise Financial Inc | 453K | $17.9M | ▲+81% Added · +203K sh | Q1 2026 | |
| 10 | Drake & Associates, LLC | 403K | $16.5M | ▲+11% Added · +41K sh | Q2 2026 | |
| 11 | Raymond James Financial Inc | 398K | $15.7M | ▲+13% Added · +47K sh | Q1 2026 | |
| 12 | Royal Bank Of Canada | 387K | $15.3M | ▲+7.9% Added · +28K sh | Q1 2026 | |
| 13 | Commonwealth Equity Services, LLC | 327K | $12.9M | ▲+119% Added · +178K sh | Q1 2026 | |
| 14 | Envestnet Asset Management Inc | 314K | $12.4M | ▲+52% Added · +107K sh | Q1 2026 | |
| 15 | Keudell/Morrison Wealth Management | 303K | $12.4M | ▲+44% Added · +92K sh | Q2 2026 | |
| 16 | UBS Group AG | 292K | $11.5M | ▲+4.9% Added · +14K sh | Q1 2026 | |
| 17 | swisspartners Advisors Ltd | 284K | $11.6M | ▲+0.3% Added · +810 sh | Q2 2026 | |
| 18 | M&T Bank Corp | 268K | $10.6M | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 19 | Bond & Devick Financial Network, Inc. | 265K | $10.9M | ▲+3.5% Added · +9K sh | Q2 2026 | |
| 20 | Plan Group Financial, LLC | 260K | $10.6M | ▲+14% Added · +33K sh | Q2 2026 | |
| 21 | MML Investors Services, LLC | 255K | $10.5M | ▲+17% Added · +36K sh | Q2 2026 | |
| 22 | Kingsview Wealth Management, LLC | 251K | $10.3M | ▲+564% Added · +213K sh | Q2 2026 | |
| 23 | Old Mission Capital LLC | 230K | $9.1M | ▲+267% Added · +168K sh | Q1 2026 | |
| 24 | WCG Wealth Advisors LLC | 230K | $9.1M | ▼−4.4% Reduced · −11K sh | Q1 2026 | |
| 25 | Concurrent Investment Advisors, LLC | 215K | $8.8M | ▼−3.4% Reduced · −8K sh | Q2 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, 38 funds added to an existing position in EDIV, while 11 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 |
|---|---|---|
| Nvidia CorpNVDA | 108 funds | $18.1B |
| Microsoft CorpMSFT | 107 funds | $11.5B |
| Apple IncAAPL | 106 funds | $16.7B |
| Amazon.com IncAMZN | 104 funds | $10.0B |
| Alphabet Inc-CL AGOOGL | 104 funds | $7.9B |
| JPMorgan Chase & CoJPM | 103 funds | $4.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 102 funds | $4.3B |
| Vanguard S&P 500 ETFVOO | 101 funds | $5.4B |
| Johnson & JohnsonJNJ | 100 funds | $2.6B |
| Eli Lilly & CoLLY | 99 funds | $4.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 99 funds | $2.8B |
| Walmart IncWMT | 99 funds | $2.6B |
Ranked by how many of EDIV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EDIV.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 1137 funds | $29.4B |
| SPEMcs | 955 funds | $11.0B |
| FEZcommon | 320 funds | $2.1B |
| GNRmc | 273 funds | $3.5B |
| CWIcommon | 256 funds | $2.1B |
| GWXcs | 246 funds | $558.0M |
| EDIVthis pagemc | 200 funds | $808.6M |
| RWOcs | 197 funds | $922.2M |
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 EDIV
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/EDIV/capital-change-brief"
Use Arkolith's capital_change_brief for EDIV. 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 EDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.