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/TDIV/capital-change-brief"
Use Arkolith's capital_change_brief for TDIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $262.3M | 2.8M | ▼−1.2% Reduced · −35K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $171.1M | 1.8M | ▼−2.0% Reduced · −38K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $139.1M | 1.5M | ▲+7.6% Added · +105K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $131.0M | 1.4M | ▲+5.9% Added · +78K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $128.5M | 1.4M | ▼−12% Reduced · −191K sh | Q1 2026 | |
| 6 | UBS Group AG | $99.9M | 1.1M | ▼−2.5% Reduced · −28K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $71.8M | 767K | ▼−6.0% Reduced · −49K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $51.8M | 554K | ▲+5.0% Added · +26K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $50.7M | 541K | ▼−11% Reduced · −68K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $45.9M | 490K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $37.2M | 398K | ▲+32% Added · +97K sh | Q1 2026 | |
| 12 | Aprio Wealth Management, LLC | $36.4M | 389K | ▲+3.3% Added · +12K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $36.0M | 384K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $33.1M | 353K | ▼−11% Reduced · −46K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $27.9M | 298K | ▼−4.5% Reduced · −14K sh | Q1 2026 | |
| 16 | Creative Planning | $25.3M | 270K | ▲+0.3% Added · +846 sh | Q1 2026 | |
| 17 | PARK NATIONAL CORP /OH/ | $29.0M | 253K | ▼−3.0% Reduced · −8K sh | Q2 2026 | |
| 18 | &PARTNERS | $23.4M | 250K | ▼−40% Reduced · −166K sh | Q1 2026 | |
| 19 | IFP Advisors, Inc | $17.8M | 190K | ▲+6.2% Added · +11K sh | Q1 2026 | |
| 20 | ASSETMARK, INC | $17.3M | 184K | ▲+8.9% Added · +15K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $17.2M | 183K | ▲+204% Added · +123K sh | Q1 2026 | |
| 22 | BENJAMIN EDWARDS INC | $17.0M | 181K | ▲+10% Added · +17K sh | Q1 2026 | |
| 23 | D.A. DAVIDSON & CO. | $14.8M | 158K | ▼−23% Reduced · −47K sh | Q1 2026 | |
| 24 | Equitable Holdings, Inc. | $13.2M | 136K | ▼−11% Reduced · −17K sh | Q1 2026 | |
| 25 | Pine Valley Investments Ltd Liability Co | $12.3M | 131K | ▼−9.0% Reduced · −13K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 117 funds | $25.6B |
| MICROSOFT CORPMSFT | 117 funds | $21.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 117 funds | $16.8B |
| VANGUARD S&P 500 ETFVOO | 117 funds | $14.5B |
| BROADCOM INCAVGO | 117 funds | $10.2B |
| ALPHABET INC-CL CGOOG | 117 funds | $10.0B |
| JPMORGAN CHASE & COJPM | 117 funds | $9.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 117 funds | $9.3B |
| META PLATFORMS INC-CLASS AMETA | 117 funds | $8.5B |
| VANGUARD VALUE ETFVTV | 117 funds | $8.3B |
| JOHNSON & JOHNSONJNJ | 117 funds | $5.7B |
| VISA INC-CLASS A SHARESV | 117 funds | $5.6B |
Ranked by how many of TDIV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.