100 tracked 13F filers disclose a position in RDIV as of the latest SEC 13F filings, a combined $353.4M 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 | MORGAN STANLEY | $58.3M | 1.0M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 2 | Allworth Financial LP | $41.9M | 753K | ▲15× Added · +703K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $41.8M | 750K | ▲+9.7% Added · +66K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $28.5M | 513K | ▼−3.2% Reduced · −17K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $22.2M | 399K | ▼−2.0% Reduced · −8K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $19.1M | 344K | ▲+54% Added · +121K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $12.0M | 216K | ▼−2.1% Reduced · −5K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $9.0M | 163K | ▼−2.1% Reduced · −3K sh | Q1 2026 | |
| 9 | Rockefeller Capital Management L.P. | $7.5M | 135K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $6.7M | 120K | ▼−3.7% Reduced · −5K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.3M | 114K | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 112K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 13 | UBS Group AG | $5.6M | 100K | ▲+14% Added · +12K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $5.4M | 97K | ▲+4.3% Added · +4K sh | Q1 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 96K | ▲+4.5% Added · +4K sh | Q2 2026 | |
| 16 | HUNTINGTON NATIONAL BANK | $4.7M | 85K | ▲New +85K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $4.7M | 84K | ▲+5.9% Added · +5K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $4.6M | 83K | ▲+0.7% Added · +563 sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $3.6M | 65K | ▲+18% Added · +10K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $3.4M | 62K | ▼−2.1% Reduced · −1K sh | Q1 2026 | |
| 21 | J.W. COLE ADVISORS, INC. | $3.2M | 56K | ▲+4.0% Added · +2K sh | Q2 2026 | |
| 22 | Onyx Bridge Wealth Group LLC | $3.1M | 54K | ▲+0.9% Added · +476 sh | Q2 2026 | |
| 23 | Gateway Wealth Partners, LLC | $2.8M | 50K | ▲+98% Added · +25K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $2.5M | 46K | ▼−5.7% Reduced · −3K sh | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $2.5M | 45K | ▲+48% Added · +15K 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, 5 funds opened a new position in RDIV and 16 added to an existing one, while 10 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 | 43 funds | $11.2B |
| MICROSOFT CORPMSFT | 43 funds | $10.2B |
| VANGUARD S&P 500 ETFVOO | 43 funds | $8.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 43 funds | $7.7B |
| JPMORGAN CHASE & COJPM | 43 funds | $5.1B |
| BROADCOM INCAVGO | 43 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $4.2B |
| VANGUARD GROWTH ETFVUG | 43 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 43 funds | $3.9B |
| ISHARES CORE MSCI EAFE ETFIEFA | 43 funds | $3.9B |
| VANGUARD VALUE ETFVTV | 43 funds | $3.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 43 funds | $3.7B |
Ranked by how many of RDIV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/RDIV/capital-change-brief"
Use Arkolith's capital_change_brief for RDIV. 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 RDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.