Among active 13F managers last quarter, 2 opened and 4 added, while 2 reduced; the largest holder to move was Harbour Investments, Inc. (+13%).
22 tracked 13F filers disclose a position in QDIV as of the latest SEC 13F filings, a combined $7.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Harbour Investments, Inc. | 78K | $2.9M | ▲+13% Added · +9K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 58K | $2.1M | ▼−13% Reduced · −8K sh | Q1 2026 | |
| 3 | Compound Planning, Inc. | 15K | $555K | ▲+2.2% Added · +319 sh | Q2 2026 | |
| 4 | APS Management Group, Inc. | 15K | $548K | ▼−6.1% Reduced · −956 sh | Q2 2026 | |
| 5 | Susquehanna International Group, LLP | 9K | $349K | ▼−51% Reduced · −10K sh | Q1 2026 | |
| 6 | Jane Street Group, LLC | 7K | $276K | ▼−70% Reduced · −18K sh | Q1 2026 | |
| 7 | Goldman Sachs Group Inc | 7K | $275K | ▼−12% Reduced · −1K sh | Q1 2026 | |
| 8 | Sharkey, Howes & Javer | 7K | $274K | —Held | Q2 2026 | |
| 9 | Creative Planning | 7K | $265K | —Held | Q1 2026 | |
| 10 | Barclays PLC | 5K | $191K | —Held | Q1 2026 | |
| 11 | Osaic Holdings, Inc. | 2K | $59K | ▲+18% Added · +250 sh | Q1 2026 | |
| 12 | SBI Securities Co., Ltd. | 823 | $31K | ▼−5.6% Reduced · −49 sh | Q2 2026 | |
| 13 | AE Wealth Management LLC | 674 | $25K | —Held | Q1 2026 | |
| 14 | Compass Financial Management LLC | 453 | $18K | ▲New +453 sh | Q2 2026 | |
| 15 | IFP Advisors, Inc | 407 | $15K | ▲+1.2% Added · +5 sh | Q2 2026 | |
| 16 | NewEdge Advisors, LLC | 231 | $9K | ▼−5.7% Reduced · −14 sh | Q2 2026 | |
| 17 | Aptus Capital Advisors, LLC | 208 | $8K | —Held | Q2 2026 | |
| 18 | Signaturefd, LLC | 202 | $7K | ▲+0.5% Added · +1 sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | 129 | $5K | ▼−3.0% Reduced · −4 sh | Q1 2026 | |
| 20 | Bank Of Montreal | 65 | $2K | ▼−55% Reduced · −80 sh | Q1 2026 | |
| 21 | Farther Finance Advisors, LLC | 50 | $2K | ▲New +50 sh | Q1 2026 | |
| 22 | Morgan Stanley | 1 | $59 | ▲New +1 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, 2 funds opened a new position in QDIV and 4 added to an existing one, while 2 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 | 10 funds | $1.5B |
| Apple IncAAPL | 10 funds | $1.3B |
| Ishares Core S&P 500 ETFIVV | 10 funds | $1.0B |
| Ste STR SPDR PT S&P 500 ETFSPYM | 10 funds | $621.4M |
| SS SPDR P S&P 500 Growth ETFSPYG | 10 funds | $86.5M |
| SS Health Care Select SectorXLV | 10 funds | $68.7M |
| SS Financial Select SectorXLF | 10 funds | $64.0M |
| Ishares Esg Aware Msci USAESGU | 10 funds | $51.8M |
| State Street SP PTF Em ETFSPEM | 10 funds | $47.4M |
| Global X US InfrastructurePAVE | 10 funds | $24.4M |
| Vanguard S&P 500 ETFVOO | 9 funds | $948.6M |
| Microsoft CorpMSFT | 9 funds | $653.7M |
Ranked by how many of QDIV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QDIV.
No filings captured for this ticker in the live stream yet.
Connected entities for QDIV
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/QDIV/capital-change-brief"
Use Arkolith's capital_change_brief for QDIV. 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 QDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.