Security record · archived quarter
SDIV
name pending profile ingest
33Tracked holders
-2Δ holders
4.12MShares held
$99.07MReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -5.7% ·
share flow -1.9% ·
net new positions -6.1%
— formula
Broad distribution — falling shares and fewer holders
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 | 38 | 0 | 4.75M | $116.15M | +5 | −5 |
| Q1 2026 | 39 | +6 | 4.55M | $114.80M | +6 | — |
| Q4 2025 | 33 | -2 | 4.12M | $99.07M | — | −2 |
| Q3 2025 | 5 | +1 | 942.53K | $22.60M | +1 | — |
| Q2 2025 | 2 | +1 | 28.57K | $644,286 | +1 | — |
| Q4 2024 | 1 | 0 | 32.40K | $668,088 | — | — |
| Q3 2024 | 1 | -1 | 37.17K | $875,005 | — | −1 |
| Q2 2024 | 2 | — | 63.00K | $1.39M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.02M | — | $24.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 775.13K | +12.5% | $18.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 775.13K | +12.5% | $18.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 775.13K | +12.5% | $18.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 499.86K | — | $12.01M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 499.86K | — | $12.01M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 499.86K | — | $12.01M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 245.48K | — | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 199.87K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 199.87K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 199.87K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 191.51K | — | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 167.99K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 167.99K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 119.68K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 119.68K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 96.44K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 87.22K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 87.67K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 87.01K | -47.9% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 87.01K | -47.9% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 87.01K | -47.9% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 85.37K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Sei Investments Co | 61.49K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 58.45K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 53.77K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 47.13K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 44.22K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 40.16K | — | $965,010 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 34.06K | — | $818,565 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 33.81K | — | $813,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 33.81K | — | $813,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 33.81K | — | $813,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 18.10K | — | $435,055 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 17.35K | — | $416,991 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 14.78K | — | $355,115 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 15.00K | — | $349,950 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 9.77K | — | $234,701 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 3.83K | — | $92,107 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.65K | +52.3% | $63,706 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Cwm, Llc | 2.64K | — | $63,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 604 | — | $14,534 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 443 | — | $10,645 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 400 | — | $9,612 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Assetmark, Inc | 72 | — | $1,730 | 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
| Renaissance Technologies | $1.48M | was 0.0% |
| D. E. Shaw & Co. | $552,379 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 117 holders, 6.80M shares, $163.04M 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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