TDIV institutional holders
FIRST TR EXCHANGE TRADED FD · 13F, 2026Q2
| Managers holding | 440 |
|---|
| Shares held | 24,201,358 |
|---|
| Reported value | $2.8bn |
|---|
| Quarter flows | 69 new, 136 added, 156 trimmed, 30 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| LPL Financial LLC | 2,751,129 | $316.0m | 0.1% |
| MORGAN STANLEY | 1,890,317 | $217.2m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 1,490,872 | $171.3m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 1,454,869 | $167.1m | 0.0% |
| WELLS FARGO & COMPANY/MN | 1,362,599 | $156.5m | 0.0% |
| UBS Group AG | 1,051,698 | $120.8m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 838,304 | $96.3m | 0.0% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 695,257 | $79.9m | 5.9% |
| ROYAL BANK OF CANADA | 584,384 | $67.1m | 0.0% |
| AMERIPRISE FINANCIAL INC | 583,104 | $67.0m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 504,774 | $58.0m | 0.1% |
| Cetera Investment Advisers | 483,646 | $55.6m | 0.1% |
| NewEdge Advisors, LLC | 424,544 | $48.8m | 0.1% |
| Aprio Wealth Management, LLC | 379,768 | $43.6m | 2.2% |
| OSAIC HOLDINGS, INC. | 374,553 | $43.0m | 0.1% |
| STIFEL FINANCIAL CORP | 288,653 | $33.2m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 286,653 | $32.9m | 0.0% |
| Kirkwood Financial Services | 277,423 | $31.9m | 9.1% |
| Creative Planning | 265,998 | $30.6m | 0.0% |
| PARK NATIONAL CORP /OH/ | 252,595 | $29.0m | 0.8% |
| Modern Wealth Management, LLC | 252,027 | $29.0m | 0.3% |
| &PARTNERS | 238,721 | $27.5m | 0.1% |
| IFP Advisors, Inc | 194,679 | $22.4m | 0.4% |
| TRUIST FINANCIAL CORP | 187,304 | $21.5m | 0.0% |
| ASSETMARK, INC | 169,915 | $19.5m | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("TDIV"). TDIV price history · All 13F data
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