Home › TDIV

Who holds TDIV

FIRST TR EXCHANGE TRADED FD · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
LPL Financial LLC2.8M$316.0M0.1%
MORGAN STANLEY1.9M$217.2M0.0%
BANK OF AMERICA CORP /DE/1.5M$171.3M0.0%
RAYMOND JAMES FINANCIAL INC1.5M$167.1M0.0%
WELLS FARGO & COMPANY/MN1.4M$156.5M0.0%
UBS Group AG1.1M$120.8M0.0%
ENVESTNET ASSET MANAGEMENT INC838.3K$96.3M0.0%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV695.3K$79.9M5.9%
ROYAL BANK OF CANADA584.4K$67.1M0.0%
AMERIPRISE FINANCIAL INC583.1K$67.0M0.0%
Cetera Investment Advisers483.6K$55.6M0.1%
NewEdge Advisors, LLC424.5K$48.8M0.1%
Aprio Wealth Management, LLC379.8K$43.6M2.2%
OSAIC HOLDINGS, INC.374.6K$43.0M0.1%
STIFEL FINANCIAL CORP288.7K$33.2M0.0%
COMMONWEALTH EQUITY SERVICES, LLC286.7K$32.9M0.0%
Creative Planning266.0K$30.6M0.0%
PARK NATIONAL CORP /OH/252.6K$29.0M0.8%
Cambridge Investment Research Advisors, Inc.252.4K$29.0M0.1%
Modern Wealth Management, LLC252.0K$29.0M0.3%
&PARTNERS238.7K$27.5M0.1%
Kirkwood Financial Services262.3K$25.9M9.6%
IFP Advisors, Inc194.7K$22.4M0.4%
TRUIST FINANCIAL CORP187.3K$21.5M0.0%
ASSETMARK, INC169.9K$19.5M0.0%
Janney Montgomery Scott LLC161.0K$18.5M0.0%
D.A. DAVIDSON & CO.156.6K$18.0M0.1%
TWO SIGMA INVESTMENTS, LP156.6K$18.0M0.0%
BENJAMIN EDWARDS INC153.7K$17.7M0.2%
Kestra Advisory Services, LLC148.5K$17.1M0.1%
Cherry Creek Investment Advisors, Inc.137.2K$15.8M6.2%
New England Private Wealth Advisors LLC143.3K$15.4M1.5%
Pine Valley Investments Ltd Liability Co133.0K$15.3M0.6%
Equitable Holdings, Inc.126.0K$14.5M0.1%
JONES FINANCIAL COMPANIES LLLP112.6K$12.6M0.0%
Crumly & Associates Inc.99.9K$11.5M2.2%
Private Wealth Group, LLC96.3K$11.1M4.3%
HARBOUR INVESTMENTS, INC.95.9K$11.0M0.1%
Quadrature Capital Ltd93.9K$10.8M0.1%
VAQUERO PRIVATE WEALTH, LTD90.8K$10.4M2.1%
Capital Advisors, Ltd. LLC90.8K$10.4M1.1%
Stratos Wealth Partners, LTD.90.5K$10.4M0.1%
Steward Partners Investment Advisory, LLC79.5K$9.1M0.0%
Summit Financial, LLC77.0K$8.8M0.1%
Orion Porfolio Solutions, LLC76.7K$8.8M0.1%
MML INVESTORS SERVICES, LLC73.4K$8.4M0.0%
Sigma Planning Corp68.7K$7.9M0.2%
PURSUE WEALTH PARTNERS LLC64.1K$7.4M4.1%
Gateway Wealth Partners, LLC63.4K$7.3M0.4%
US BANCORP \DE\63.0K$7.2M0.0%
Rockefeller Capital Management L.P.62.9K$7.2M0.0%
Integrated Wealth Concepts LLC62.7K$7.2M0.0%
Snowden Capital Advisors LLC60.9K$7.0M0.2%
HENGEHOLD CAPITAL MANAGEMENT LLC60.3K$6.9M0.5%
Hobart Private Capital, LLC59.0K$6.8M1.2%
StoneX Group Inc.57.2K$6.6M0.3%
J.W. COLE ADVISORS, INC.56.4K$6.5M0.1%
Wealth Management Associates, Inc.56.2K$6.5M1.8%
THRIVENT FINANCIAL FOR LUTHERANS55.9K$6.4M0.0%
Baird Financial Group, Inc.55.5K$6.4M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}