Security record · archived quarter
SDIV
name pending profile ingest
39Tracked holders
+6Δ holders
4.55MShares held
$114.80MReported value
+6New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow +10.4% ·
net new positions +15.4%
— formula
Broad accumulation — rising shares across more 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 | 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.07M | +4.7% | $26.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 533.79K | +6.8% | $13.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 533.79K | +6.8% | $13.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 506.83K | -34.6% | $12.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 506.83K | -34.6% | $12.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 506.83K | -34.6% | $12.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 411.00K | +105.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 411.00K | +105.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 257.11K | +53.1% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 257.11K | +53.1% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 252.41K | New | $6.38M | 0.0% | New | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 215.34K | -12.3% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 170.30K | -11.1% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 155.79K | +30.2% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 155.79K | +30.2% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 116.09K | +36.0% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 109.37K | +24.8% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wealthfront Advisers LLC | 95.79K | +63.9% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 93.98K | +99.4% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 93.98K | +99.4% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 93.98K | +99.4% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 75.77K | -12.9% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 75.77K | -12.9% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 55.20K | +2.7% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 48.97K | New | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 26 | Sei Investments Co | 44.70K | -27.3% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 39.87K | -9.8% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 37.53K | -6.5% | $948,070 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 37.06K | -57.5% | $939,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 36.88K | +9.1% | $932,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 36.88K | +9.1% | $932,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 36.88K | +9.1% | $932,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 36.88K | +9.1% | $932,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 35.68K | +4.7% | $901,218 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 22.80K | +25.9% | $575,875 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 22.50K | New | $568,375 | 0.0% | New | 1 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 19.88K | -79.4% | $502,144 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 19.50K | +30.0% | $476,970 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mariner, LLC | 18.45K | +24.9% | $466,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 17.41K | +0.3% | $439,730 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 8.98K | -8.0% | $226,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mirae Asset Global Investments Co.… | 6.20K | New | $156,612 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 4.89K | +84.6% | $123,626 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Fifth Third Bancorp | 4.48K | New | $113,064 | 0.0% | New | 1 | SEC ↗ |
| 45 | Us Bancorp \De\ | 3.83K | 0.0% | $96,822 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Cwm, Llc | 2.55K | -3.3% | $64,506 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 1.22K | +102.5% | $30,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 443 | 0.0% | $11,190 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Citigroup Inc | 400 | 0.0% | $10,104 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Group One Trading Llc | 300 | New | $7,578 | 0.0% | New | 1 | SEC ↗ |
| 51 | Assetmark, Inc | 192 | +166.7% | $4,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $6.38M | 0.0% |
| Citadel Advisors | $1.24M | 0.0% |
| AQR Capital Management | $568,375 | 0.0% |
| Mirae Asset Global… | $156,612 | 0.0% |
| Fifth Third Bancorp | $113,064 | 0.0% |
| Group One Trading Llc | $7,578 | 0.0% |
Exited
| No tracked exits this quarter. |
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: Q1 2026 ·
Methodology ·
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