Security record · archived quarter
RDIV
name pending profile ingest
33Tracked holders
-1Δ holders
4.63MShares held
$257.91MReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -2.9% ·
share flow +3.9% ·
net new positions -3.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +3 | 4.67M | $271.45M | +6 | −3 |
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.05M | -0.3% | $58.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.05M | -0.3% | $58.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.05M | -0.3% | $58.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 750.12K | +9.7% | $41.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 512.74K | -3.2% | $28.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 512.74K | -3.2% | $28.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 512.74K | -3.2% | $28.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 399.39K | -2.0% | $22.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 399.39K | -2.0% | $22.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 343.90K | +54.2% | $19.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 343.90K | +54.2% | $19.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 343.90K | +54.2% | $19.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 215.76K | -2.1% | $12.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 215.76K | -2.1% | $12.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 215.76K | -2.1% | $12.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 162.54K | -2.1% | $9.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 162.54K | -2.1% | $9.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 135.47K | +1.2% | $7.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 113.63K | +2.9% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 112.03K | -1.6% | $6.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 99.81K | +14.2% | $5.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 99.81K | +14.2% | $5.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 96.98K | +4.3% | $5.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 91.45K | -7.8% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 84.33K | +5.9% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 83.37K | +0.7% | $4.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 64.59K | +17.8% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 64.59K | +17.8% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 61.68K | -2.1% | $3.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 45.79K | -5.7% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 45.79K | -5.7% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 45.79K | -5.7% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 45.00K | +48.0% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 36.29K | +10.3% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Truist Financial Corp | 32.52K | -3.4% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 18.50K | -21.0% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Captrust Financial Advisors | 17.18K | +0.8% | $956,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 14.05K | -22.2% | $782,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | CIBC Bancorp USA Inc. | 13.53K | — | $753,302 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 13.53K | — | $753,302 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 8.40K | New | $467,322 | 0.0% | New | 1 | SEC ↗ |
| 42 | Jane Street Group, Llc | 5.21K | New | $289,710 | 0.0% | New | 1 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 5.16K | 0.0% | $287,206 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 5.13K | +4.8% | $285,424 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Creative Planning | 4.96K | +8.3% | $276,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 3.54K | -2.5% | $196,926 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Cwm, Llc | 2.43K | +46.1% | $135,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Citigroup Inc | 1.00K | 0.0% | $55,660 | 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 | $467,322 | 0.0% |
| Jane Street Group, Llc | $289,710 | 0.0% |
Exited
| Goldman Sachs Group | $793,818 | was 0.0% |
| Mariner, LLC | $237,152 | was 0.0% |
| Assetmark, Inc | $54,538 | 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: Q1 2026 ·
Methodology ·
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