163 tracked 13F filers disclose a position in EDIV as of the latest SEC 13F filings, a combined $723.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $69.4M | 1.8M | ▲+77% Added · +763K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $68.9M | 1.7M | ▲+17% Added · +260K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $60.2M | 1.5M | ▲+3.9% Added · +57K sh | Q1 2026 | |
| 4 | Trust Co | $57.4M | 1.4M | ▼−0.7% Reduced · −10K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $53.5M | 1.4M | ▲+11% Added · +130K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $49.2M | 1.2M | ▲+27% Added · +265K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.2M | 562K | ▲+16% Added · +77K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $17.9M | 453K | ▲+81% Added · +203K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $15.7M | 398K | ▲+13% Added · +47K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $15.3M | 387K | ▲+7.9% Added · +28K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $12.9M | 327K | ▲+119% Added · +178K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $12.4M | 314K | ▲+52% Added · +107K sh | Q1 2026 | |
| 13 | Keudell/Morrison Wealth Management | $12.4M | 303K | ▲+44% Added · +92K sh | Q2 2026 | |
| 14 | UBS Group AG | $11.5M | 292K | ▲+4.9% Added · +14K sh | Q1 2026 | |
| 15 | M&T BANK CORP | $10.6M | 268K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 16 | Bond & Devick Financial Network, Inc. | $10.9M | 265K | ▲+3.5% Added · +9K sh | Q2 2026 | |
| 17 | Plan Group Financial, LLC | $10.6M | 260K | ▲+14% Added · +33K sh | Q2 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $9.2M | 233K | ▲+33% Added · +58K sh | Q1 2026 | |
| 19 | OLD MISSION CAPITAL LLC | $9.1M | 230K | ▲+267% Added · +168K sh | Q1 2026 | |
| 20 | WCG Wealth Advisors LLC | $9.1M | 230K | ▼−4.4% Reduced · −11K sh | Q1 2026 | |
| 21 | MML INVESTORS SERVICES, LLC | $8.6M | 219K | ▲+64% Added · +85K sh | Q1 2026 | |
| 22 | Concurrent Investment Advisors, LLC | $8.8M | 215K | ▼−3.4% Reduced · −8K sh | Q2 2026 | |
| 23 | Three Cord True Wealth Management, LLC | $8.6M | 211K | ▲+7.3% Added · +14K sh | Q2 2026 | |
| 24 | CENTAURUS FINANCIAL, INC. | $8.2M | 208K | ▲+6.1% Added · +12K sh | Q1 2026 | |
| 25 | AE Wealth Management LLC | $7.9M | 199K | ▼−38% Reduced · −121K 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, 0 funds opened a new position in EDIV and 33 added to an existing one, while 15 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 81 funds | $17.5B |
| APPLE INCAAPL | 81 funds | $14.0B |
| MICROSOFT CORPMSFT | 81 funds | $10.3B |
| AMAZON.COM INCAMZN | 80 funds | $8.4B |
| ALPHABET INC-CL AGOOGL | 79 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 78 funds | $4.0B |
| VANGUARD S&P 500 ETFVOO | 76 funds | $4.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 76 funds | $3.1B |
| ELI LILLY & COLLY | 75 funds | $3.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 75 funds | $2.6B |
| JOHNSON & JOHNSONJNJ | 75 funds | $2.3B |
| BROADCOM INCAVGO | 74 funds | $6.8B |
Ranked by how many of EDIV's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 920 funds | $27.9B |
| SPEMcs | 766 funds | $10.7B |
| FEZcommon | 289 funds | $2.0B |
| GNRmc | 232 funds | $3.4B |
| CWIcommon | 221 funds | $1.9B |
| GWXcs | 204 funds | $497.1M |
| RWOcs | 170 funds | $831.4M |
| EDIVthis pagemc | 163 funds | $723.9M |
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 stock 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 + Form 4 insider transactions + 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.