Security record · archived quarter
RDIV
name pending profile ingest
33Tracked holders
0Δ holders
4.45MShares held
$231.47MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · 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 | 34 | +3 | 4.61M | $267.98M | +6 | −4 |
| Q1 2026 | 33 | -1 | 4.63M | $257.91M | +2 | −3 |
| Q4 2025 | 33 | 0 | 4.45M | $231.47M | +1 | −1 |
| Q3 2025 | 5 | +1 | 1.20M | $62.63M | +1 | — |
| Q2 2025 | 1 | -1 | 2.15K | $102,623 | — | −1 |
| Q1 2025 | 1 | 0 | 5.54K | $270,463 | +1 | −1 |
| Q4 2024 | 1 | -1 | 4.65K | $224,363 | — | −1 |
| Q3 2024 | 2 | 0 | 18.08K | $902,927 | +1 | −1 |
| Q2 2024 | 2 | — | 17.23K | $771,904 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.05M | -0.3% | $54.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 683.78K | — | $35.58M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 529.92K | — | $27.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 407.75K | — | $21.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 222.99K | — | $11.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 220.49K | — | $11.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 165.99K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Rockefeller Capital Management L.P. | 133.80K | — | $6.96M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 113.91K | — | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 110.42K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 99.24K | — | $5.27M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 92.97K | — | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 87.40K | — | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 82.80K | — | $4.31M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 79.63K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 63.03K | — | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 54.82K | -51.9% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Royal Bank Of Canada | 48.53K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Truist Financial Corp | 33.67K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 32.89K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 30.40K | New | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 23.42K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 18.06K | — | $939,825 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 17.03K | — | $886,402 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 15.25K | 0.0% | $793,818 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 5.16K | — | $268,526 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 4.89K | — | $254,528 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 4.58K | — | $238,449 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 4.56K | — | $237,152 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.63K | +3.3% | $188,853 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cwm, Llc | 1.66K | — | $86,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 1.05K | — | $54,538 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citigroup Inc | 1.00K | — | $52,040 | 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
| Two Sigma Investments | $1.58M | 0.0% |
Exited
| Citadel Advisors | $788,367 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 125 holders, 7.21M shares, $395.85M 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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