Security record · archived quarter
RDIV
name pending profile ingest
35Tracked holders
+3Δ holders
4.67MShares held
$271.45MReported value
+6New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +9.4% ·
share flow +0.9% ·
net new positions +8.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.08M | +3.5% | $62.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.08M | +3.5% | $62.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.08M | +3.5% | $62.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 813.58K | +8.5% | $47.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 515.47K | +0.5% | $29.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 515.47K | +0.5% | $29.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 515.47K | +0.5% | $29.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 469.27K | +17.5% | $27.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 469.27K | +17.5% | $27.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 254.86K | -25.9% | $14.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 254.86K | -25.9% | $14.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 254.86K | -25.9% | $14.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 180.34K | -16.4% | $10.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 180.34K | -16.4% | $10.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 180.34K | -16.4% | $10.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 170.82K | +5.1% | $9.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 170.82K | +5.1% | $9.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 170.82K | +5.1% | $9.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 135.01K | -0.3% | $7.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 110.88K | -1.0% | $6.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 100.96K | +19.7% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 102.97K | -9.4% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 99.19K | -0.6% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 95.58K | +4.5% | $5.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 96.35K | -0.7% | $5.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 78.14K | +21.0% | $4.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 78.14K | +21.0% | $4.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 78.14K | +21.0% | $4.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Cetera Investment Advisers | 74.35K | -10.8% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 59.99K | -2.7% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 46.98K | +2.6% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 46.98K | +2.6% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 46.98K | +2.6% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 37.34K | +2.9% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 32.50K | -0.1% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 22.53K | +21.8% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Captrust Financial Advisors | 17.26K | +0.5% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 17.04K | New | $988,552 | 0.0% | New | 1 | SEC ↗ |
| 39 | CIBC Bancorp USA Inc. | 13.18K | -2.6% | $764,672 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 13.18K | -2.6% | $764,672 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 10.11K | -28.1% | $586,438 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 6.51K | +26.9% | $377,580 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 6.20K | -26.2% | $359,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Creative Planning | 4.96K | 0.0% | $287,740 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 4.87K | -5.6% | $282,518 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Mariner, LLC | 3.99K | New | $231,380 | 0.0% | New | 1 | SEC ↗ |
| 47 | D. E. Shaw & Co. ✦ | 3.97K | New | $230,492 | 0.0% | New | 1 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 3.41K | -3.7% | $197,644 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Assetmark, Inc | 311 | New | $18,038 | 0.0% | New | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 100 | New | $5,800 | 0.0% | New | 1 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 3 | New | $174 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $988,552 | 0.0% |
| Mariner, LLC | $231,380 | 0.0% |
| D. E. Shaw & Co. | $230,492 | 0.0% |
| Assetmark, Inc | $18,038 | 0.0% |
| Us Bancorp \De\ | $5,800 | 0.0% |
| Russell Investments Group… | $174 | 0.0% |
Exited
| Two Sigma Investments | $2.50M | was 0.0% |
| Jane Street Group, Llc | $289,710 | was 0.0% |
| Citigroup Inc | $55,660 | 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: Q2 2026 ·
Methodology ·
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