Security record · archived quarter
EDIV
name pending profile ingest
41Tracked holders
0Δ holders
11.41MShares held
$450.22MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +21.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.76M | +76.8% | $69.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.74M | +17.5% | $68.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 1.52M | +3.9% | $60.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.36M | +10.6% | $53.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 1.25M | +27.0% | $49.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Northwestern Mutual Wealth… | 562.15K | +15.8% | $22.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 452.81K | +81.2% | $17.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 397.84K | +13.4% | $15.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 386.60K | +7.9% | $15.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 327.31K | +119.3% | $12.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 314.25K | +51.5% | $12.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 292.21K | +4.9% | $11.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 218.96K | +64.0% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 148.62K | -26.6% | $5.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 114.31K | +35.8% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 84.04K | -6.6% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 74.63K | -26.2% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 75.04K | +2.1% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Truist Financial Corp | 58.48K | -4.4% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 58.76K | +8.8% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 39.21K | -18.8% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 38.87K | -5.1% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 23.72K | +16.5% | $936,484 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Deutsche Bank Ag\ | 20.28K | 0.0% | $800,614 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 25 | Invesco Ltd. | 16.94K | +0.1% | $668,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 15.03K | -91.2% | $593,187 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 14.46K | +9871.0% | $570,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Nomura Asset Management Co Ltd | 12.25K | 0.0% | $483,472 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Creative Planning | 7.88K | +0.2% | $311,202 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 5.39K | +233.8% | $212,717 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 4.87K | +44.5% | $192,347 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Rockefeller Capital Management L.P. | 4.00K | +23.1% | $157,894 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 2.55K | New | $100,832 | 0.0% | New | 1 | SEC ↗ |
| 34 | Blair William & Co/Il | 1.88K | +0.1% | $74,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 1.43K | -11.8% | $56,259 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 1.21K | -18.7% | $47,869 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 647 | 0.0% | $25,544 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Cwm, Llc | 599 | 0.0% | $23,649 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 180 | 0.0% | $7,106 | 0.0% | Held | 2 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 38 | 0.0% | $1,494 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Assetmark, Inc | 18 | 0.0% | $711 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $100,832 | 0.0% |
Exited
| Citigroup Inc | $350,393 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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