40 tracked 13F filers disclose a position in UDIV as of the latest SEC 13F filings, a combined $117.8M 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 | CreativeOne Wealth, LLC | $36.2M | 603K | ▲+8.6% Added · +48K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $20.8M | 402K | ▲+60% Added · +151K sh | Q1 2026 | |
| 3 | MML INVESTORS SERVICES, LLC | $17.2M | 286K | ▲New +286K sh | Q2 2026 | |
| 4 | FRANKLIN RESOURCES INC | $12.9M | 250K | ▼−45% Reduced · −201K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.6M | 89K | ▲+6.7% Added · +6K sh | Q1 2026 | |
| 6 | Arkadios Wealth Advisors | $3.6M | 60K | ▲+1.2% Added · +720 sh | Q2 2026 | |
| 7 | Systelligence, LLC | $3.4M | 57K | ▲New +57K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $2.8M | 54K | ▲+3.7% Added · +2K sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | $3.0M | 50K | ▼−3.8% Reduced · −2K sh | Q2 2026 | |
| 10 | Prepared Retirement Institute LLC | $1.9M | 32K | ▲+2.6% Added · +825 sh | Q2 2026 | |
| 11 | BAM Wealth Management, LLC | $1.8M | 30K | ▲+32% Added · +7K sh | Q2 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 26K | ▼−21% Reduced · −7K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $1.1M | 22K | ▲+53% Added · +8K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $973K | 19K | ▲+5.8% Added · +1K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $770K | 15K | ▼−7.4% Reduced · −1K sh | Q1 2026 | |
| 16 | Triad Wealth Partners, LLC | $648K | 11K | ▲New +11K sh | Q2 2026 | |
| 17 | Atria Investments, Inc | $629K | 10K | ▼−8.8% Reduced · −1K sh | Q2 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $449K | 9K | ▼−35% Reduced · −5K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $389K | 8K | ▲+3.0% Added · +221 sh | Q1 2026 | |
| 20 | Total Clarity Wealth Management, Inc. | $439K | 7K | ▲+5.0% Added · +347 sh | Q2 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $373K | 7K | ▼−12% Reduced · −971 sh | Q1 2026 | |
| 22 | PRINCIPAL SECURITIES, INC. | $389K | 6K | ▲New +6K sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $303K | 6K | ▲New +6K sh | Q1 2026 | |
| 24 | Integrated Wealth Concepts LLC | $315K | 5K | ▼−37% Reduced · −3K sh | Q2 2026 | |
| 25 | MCF Advisors LLC | $307K | 5K | ▲New +5K 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, 4 funds opened a new position in UDIV and 2 added to an existing one, while 3 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 |
|---|---|---|
| VANGUARD INT-TERM CORPORATEVCIT | 11 funds | $70.3M |
| ISHARES U.S. AEROSPACE & DEFITA | 11 funds | $52.2M |
| NVIDIA CORPNVDA | 10 funds | $20.7B |
| MICROSOFT CORPMSFT | 10 funds | $15.6B |
| APPLE INCAAPL | 10 funds | $14.3B |
| AMAZON.COM INCAMZN | 10 funds | $13.2B |
| ALPHABET INC-CL AGOOGL | 10 funds | $11.5B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $6.8B |
| ALPHABET INC-CL CGOOG | 10 funds | $5.9B |
| JPMORGAN CHASE & COJPM | 10 funds | $5.3B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $4.1B |
| TESLA INCTSLA | 10 funds | $3.7B |
Ranked by how many of UDIV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FLMImc | 211 funds | $1.3B |
| FLJPmc | 186 funds | $1.7B |
| DIVImc | 177 funds | $1.4B |
| FLQMmc | 156 funds | $1.2B |
| FLINmc | 135 funds | $958.9M |
| INCMmc | 114 funds | $734.3M |
| FLBLmc | 110 funds | $509.7M |
| FLQLmc | 93 funds | $1.5B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for UDIV
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/UDIV/capital-change-brief"
Use Arkolith's capital_change_brief for UDIV. 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 UDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.