Among active 13F managers last quarter, 3 opened and 14 added, while 13 reduced; the largest holder to move was J.W. Cole Advisors, Inc. (+4.0%).
110 tracked 13F filers disclose a position in RDIV as of the latest SEC 13F filings, a combined $357.5M 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 | Morgan Stanley | 1.0M | $58.3M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 2 | Allworth Financial LP | 753K | $41.9M | ▲15× Added · +703K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 750K | $41.8M | ▲+9.7% Added · +66K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 513K | $28.5M | ▼−3.2% Reduced · −17K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 399K | $22.2M | ▼−2.0% Reduced · −8K sh | Q1 2026 | |
| 6 | Raymond James Financial Inc | 344K | $19.1M | ▲+54% Added · +121K sh | Q1 2026 | |
| 7 | Ameriprise Financial Inc | 216K | $12.0M | ▼−2.1% Reduced · −5K sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 163K | $9.0M | ▼−2.1% Reduced · −3K sh | Q1 2026 | |
| 9 | Rockefeller Capital Management L.P. | 135K | $7.5M | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | 115K | $6.6M | ▼−4.8% Reduced · −6K sh | Q2 2026 | |
| 11 | Northwestern Mutual Wealth Management Co | 114K | $6.3M | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 12 | Commonwealth Equity Services, LLC | 112K | $6.2M | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 13 | UBS Group AG | 100K | $5.6M | ▲+14% Added · +12K sh | Q1 2026 | |
| 14 | Stifel Financial Corp | 97K | $5.4M | ▲+4.3% Added · +4K sh | Q1 2026 | |
| 15 | Wealth Enhancement Advisory Services, LLC | 96K | $5.7M | ▲+4.5% Added · +4K sh | Q2 2026 | |
| 16 | Jones Financial Companies LLLP | 84K | $4.7M | ▲+5.9% Added · +5K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | 83K | $4.6M | ▲+0.7% Added · +563 sh | Q1 2026 | |
| 18 | Huntington National Bank | 74K | $4.3M | ▼−14% Reduced · −12K sh | Q2 2026 | |
| 19 | JPMorgan Chase & Co | 65K | $3.6M | ▲+18% Added · +10K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | 62K | $3.4M | ▼−2.1% Reduced · −1K sh | Q1 2026 | |
| 21 | J.W. Cole Advisors, Inc. | 56K | $3.2M | ▲+4.0% Added · +2K sh | Q2 2026 | |
| 22 | Onyx Bridge Wealth Group LLC | 54K | $3.1M | ▲+0.9% Added · +476 sh | Q2 2026 | |
| 23 | Royal Bank Of Canada | 46K | $2.5M | ▼−5.7% Reduced · −3K sh | Q1 2026 | |
| 24 | Two Sigma Investments, LP | 45K | $2.5M | ▲+48% Added · +15K sh | Q1 2026 | |
| 25 | &Partners | 42K | $2.4M | ▲+2.1% Added · +868 sh | Q2 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, 3 funds opened a new position in RDIV and 14 added to an existing one, while 13 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 RDIV
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 + the live filing stream, joined for RDIV. Filings are public domain, sourced to SEC EDGAR.