Security record · archived quarter
EDIV
name pending profile ingest
41Tracked holders
0Δ holders
9.40MShares held
$367.91MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +1 | 11.49M | $470.67M | +3 | −2 |
| Q1 2026 | 41 | 0 | 11.41M | $450.22M | +1 | −1 |
| Q4 2025 | 41 | 0 | 9.40M | $367.91M | — | — |
| Q3 2025 | 5 | +1 | 1.32M | $51.15M | +1 | — |
| Q2 2025 | 2 | — | 4.03K | $153,470 | — | — |
| Q4 2024 | 1 | +1 | 10.56K | $372,610 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.48M | — | $58.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.47M | — | $57.42M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.23M | +4.5% | $48.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.23M | +4.5% | $48.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.23M | +4.5% | $48.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 994.28K | — | $38.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 994.28K | — | $38.93M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 994.28K | — | $38.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 982.40K | — | $38.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 982.40K | — | $38.46M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 982.40K | — | $38.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 982.40K | — | $38.46M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 485.27K | — | $19.00M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 358.15K | — | $14.02M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 358.15K | — | $14.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 358.15K | — | $14.02M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 358.15K | — | $14.02M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 350.68K | — | $13.73M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 350.68K | — | $13.73M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 278.48K | — | $10.90M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 249.88K | — | $9.78M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 249.88K | — | $9.78M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 249.88K | — | $9.78M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 207.41K | — | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 202.48K | — | $7.93M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 171.62K | +337.1% | $6.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 149.23K | — | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 133.52K | — | $5.23M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 101.10K | — | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 89.99K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 84.19K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 73.52K | -26.4% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 61.15K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 54.03K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 48.28K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Focus Partners Wealth | 40.94K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 20.36K | — | $797,057 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Deutsche Bank Ag\ | 20.28K | — | $793,922 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Deutsche Bank Ag\ | 20.28K | — | $793,922 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Deutsche Bank Ag\ | 20.28K | — | $793,922 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Invesco Ltd. | 16.92K | — | $662,575 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Nomura Asset Management Co Ltd | 12.25K | — | $479,431 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Citigroup Inc | 8.95K | — | $350,393 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Creative Planning | 7.87K | — | $307,925 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 3.37K | — | $132,014 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 3.37K | — | $132,014 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 3.25K | — | $127,238 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Blair William & Co/Il | 1.88K | — | $73,708 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 1.61K | — | $63,260 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 1.61K | -20.3% | $63,205 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | BlackRock ✦ (passive) | 1.49K | 0.0% | $58,334 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 647 | — | $25,330 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Cwm, Llc | 599 | — | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 180 | — | $7,047 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 145 | — | $5,677 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | TD Waterhouse Canada Inc. | 38 | — | $1,488 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 18 | — | $705 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 204 holders, 20.22M shares, $774.42M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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