16 tracked 13F filers disclose a position in FDIV as of the latest SEC 13F filings, a combined $58.8M 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 | San Luis Wealth Advisors LLC | $36.7M | 1.3M | ▼−4.8% Reduced · −67K sh | Q2 2026 | |
| 2 | Arrowroot Family Office, LLC | $7.1M | 267K | ▼−6.1% Reduced · −18K sh | Q1 2026 | |
| 3 | Empire Financial Management Company, LLC | $6.1M | 227K | ▲+18% Added · +34K sh | Q1 2026 | |
| 4 | NorthRock Partners, LLC | $2.7M | 102K | ▼−6.5% Reduced · −7K sh | Q1 2026 | |
| 5 | Mutual Advisors, LLC | $2.3M | 85K | ▲+80% Added · +38K sh | Q1 2026 | |
| 6 | MONEY CONCEPTS CAPITAL CORP | $1.5M | 55K | ▲+19% Added · +9K sh | Q2 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $961K | 36K | ▲New +36K sh | Q1 2026 | |
| 8 | Keeler Thomas Management LLC | $572K | 21K | ▲New +21K sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $446K | 17K | ▼−37% Reduced · −10K sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $306K | 11K | ▼−45% Reduced · −9K sh | Q1 2026 | |
| 11 | US BANCORP \DE\ | $100K | 4K | ▲New +4K sh | Q1 2026 | |
| 12 | Advisory Services Network, LLC | $11K | 410 | ▲New +410 sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $7K | 256 | ▲+412% Added · +206 sh | Q1 2026 | |
| 14 | CoreCap Advisors, LLC | $481 | 18 | —Held | Q1 2026 | |
| 15 | AE Wealth Management LLC | $428 | 16 | —Held | Q1 2026 | |
| 16 | MORGAN STANLEY | $134 | 5 | —Held | 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, 2 funds opened a new position in FDIV and 3 added to an existing one, while 2 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 |
|---|---|---|
| APPLE INCAAPL | 8 funds | $683.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $617.7M |
| NVIDIA CORPNVDA | 8 funds | $412.2M |
| MICROSOFT CORPMSFT | 8 funds | $310.2M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 8 funds | $291.2M |
| AMAZON.COM INCAMZN | 8 funds | $239.2M |
| WALMART INCWMT | 8 funds | $195.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 8 funds | $174.3M |
| ALPHABET INC-CL AGOOGL | 8 funds | $157.0M |
| JPMORGAN CHASE & COJPM | 8 funds | $127.5M |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $105.1M |
| CHEVRON CORPCVX | 8 funds | $75.7M |
Ranked by how many of FDIV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 271 funds | $1.6B |
| FRDMmc | 241 funds | $1.7B |
| STRVmc | 110 funds | $324.1M |
| BSVOFUND | 106 funds | $1.9B |
| DRLLmc | 80 funds | $32.9M |
| QMOMmc | 61 funds | $182.4M |
| BBLUmc | 59 funds | $129.2M |
| QVALmc | 55 funds | $265.4M |
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 FDIV
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/FDIV/capital-change-brief"
Use Arkolith's capital_change_brief for FDIV. 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 FDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.