Among active 13F managers last quarter, 2 opened and 4 added, while 1 reduced; the largest holder to move was Arrowroot Family Office, LLC (+3.4%).
17 tracked 13F filers disclose a position in FDIV as of the latest SEC 13F filings, a combined $60.6M 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 | San Luis Wealth Advisors LLC | 1.3M | $36.7M | ▼−4.8% Reduced · −67K sh | Q2 2026 | |
| 2 | Arrowroot Family Office, LLC | 277K | $7.7M | ▲+3.4% Added · +9K sh | Q2 2026 | |
| 3 | Empire Financial Management Company, LLC | 233K | $6.5M | ▲+2.9% Added · +7K sh | Q2 2026 | |
| 4 | NorthRock Partners, LLC | 96K | $2.7M | ▼−6.2% Reduced · −6K sh | Q2 2026 | |
| 5 | Mutual Advisors, LLC | 93K | $2.6M | ▲+9.0% Added · +8K sh | Q2 2026 | |
| 6 | Money Concepts Capital Corp | 55K | $1.5M | ▲+19% Added · +9K sh | Q2 2026 | |
| 7 | Goldman Sachs Group Inc | 36K | $961K | ▲New +36K sh | Q1 2026 | |
| 8 | Fiduciary Financial Advisors | 22K | $618K | ▲New +22K sh | Q2 2026 | |
| 9 | Keeler Thomas Management LLC | 21K | $572K | ▲New +21K sh | Q2 2026 | |
| 10 | Royal Bank Of Canada | 17K | $446K | ▼−37% Reduced · −10K sh | Q1 2026 | |
| 11 | Susquehanna International Group, LLP | 11K | $306K | ▼−45% Reduced · −9K sh | Q1 2026 | |
| 12 | US Bancorp | 4K | $100K | ▲New +4K sh | Q1 2026 | |
| 13 | Advisory Services Network, LLC | 410 | $11K | ▲New +410 sh | Q1 2026 | |
| 14 | JPMorgan Chase & Co | 256 | $7K | ▲+412% Added · +206 sh | Q1 2026 | |
| 15 | CoreCap Advisors, LLC | 18 | $481 | —Held | Q1 2026 | |
| 16 | AE Wealth Management LLC | 16 | $428 | —Held | Q1 2026 | |
| 17 | Morgan Stanley | 5 | $134 | —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 4 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
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 + the live filing stream, joined for FDIV. Filings are public domain, sourced to SEC EDGAR.