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Funds Holding DIVI

On this page, we present all of the funds holding DIVI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DIVI, with a link to that fund's top holdings. The next columns indicate the amount of DIVI stock held by each of the funds holding DIVI, followed by the DIVI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 82 funds holding DIVI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding DIVI), click the fund name in the "Holder" column of the funds-holding-DIVI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC3,403,759$104,632 12/31/2023
     DIVI3,403,759$104,632 12/31/2023
Retirement Planning Group1,394,612$44,893 03/31/2024
     DIVI1,394,612$44,893 03/31/2024
CWM LLC740,674$23,842 03/31/2024
     DIVI740,674$23,842 03/31/2024
GWM Advisors LLC673,420$20,605 12/31/2023
     DIVI673,420$20,605 12/31/2023
Raymond James Financial Services Advisors Inc.574,676$17,666 12/31/2023
     DIVI574,676$17,666 12/31/2023
MML Investors Services LLC473,079$14,542 12/31/2023
     DIVI473,079$14,542 12/31/2023
Goldstein Advisors LLC418,472$12,864 12/31/2023
     DIVI418,472$12,864 12/31/2023
TriaGen Wealth Management LLC302,592$9,302 12/31/2023
     DIVI302,592$9,302 12/31/2023
Vickerman Investment Advisors Inc.294,394$9,050 12/31/2023
     DIVI294,394$9,050 12/31/2023
Jane Street Group LLC274,516$8,439 12/31/2023
     DIVI274,516$8,439 12/31/2023
Kestra Private Wealth Services LLC226,140$6,952 12/31/2023
     DIVI226,140$6,952 12/31/2023
Mariner LLC185,700$5,708 12/31/2023
     DIVI185,700$5,708 12/31/2023
LMG Wealth Partners LLC181,808$5,589 12/31/2023
     DIVI181,808$5,589 12/31/2023
Cetera Advisor Networks LLC178,905$5,500 12/31/2023
     DIVI178,905$5,500 12/31/2023
Cary Street Partners Investment Advisory LLC170,177$5,231 12/31/2023
     DIVI170,177$5,231 12/31/2023
Thoroughbred Financial Services LLC168,395$5,176 12/31/2023
     DIVI168,395$5,176 12/31/2023
Smart Money Group LLC165,099$5,075 12/31/2023
     DIVI165,099$5,075 12/31/2023
Titleist Asset Management LLC143,187$4,402 12/31/2023
     DIVI143,187$4,402 12/31/2023
Advisor Group Holdings Inc.130,684$4,017 12/31/2023
     DIVI130,684$4,017 12/31/2023
Flagship Harbor Advisors LLC123,538$3,977 03/31/2024
     DIVI123,538$3,977 03/31/2024
Private Advisor Group LLC127,743$3,927 12/31/2023
     DIVI127,743$3,927 12/31/2023
Equitable Holdings Inc.126,541$3,890 12/31/2023
     DIVI126,541$3,890 12/31/2023
Defined Wealth Management LLC116,771$3,759 03/31/2024
     DIVI116,771$3,759 03/31/2024
Mutual Advisors LLC98,071$3,015 12/31/2023
     DIVI98,071$3,015 12/31/2023
Royal Fund Management LLC88,617$2,854 03/31/2024
     DIVI88,617$2,854 03/31/2024
Janney Montgomery Scott LLC85,761$2,636 12/31/2023
     DIVI85,761$2,636 12/31/2023
Bank of America Corp DE77,682$2,388 12/31/2023
     DIVI77,682$2,388 12/31/2023
Owen LaRue LLC77,256$2,375 12/31/2023
     DIVI77,256$2,375 12/31/2023
Stifel Financial Corp61,667$1,896 12/31/2023
     DIVI61,667$1,896 12/31/2023
Cambridge Investment Research Advisors Inc.58,835$1,809 12/31/2023
     DIVI58,835$1,809 12/31/2023
Atria Wealth Solutions Inc.52,750$1,622 12/31/2023
     DIVI52,750$1,622 12/31/2023
Franklin Resources Inc.50,186$1,543 12/31/2023
     DIVI50,186$1,543 12/31/2023
Avaii Wealth Management LLC43,974$1,352 12/31/2023
     DIVI43,974$1,352 12/31/2023
Financial Advocates Investment Management43,142$1,326 12/31/2023
     DIVI43,142$1,326 12/31/2023
Raymond James & Associates36,700$1,128 12/31/2023
     DIVI36,700$1,128 12/31/2023
Envestnet Asset Management Inc.34,268$1,053 12/31/2023
     DIVI34,268$1,053 12/31/2023
Slagle Financial LLC31,684$974 12/31/2023
     DIVI31,684$974 12/31/2023
Change Path LLC29,160$896 12/31/2023
     DIVI29,160$896 12/31/2023
OxenFree Capital LLC27,261$838 12/31/2023
     DIVI27,261$838 12/31/2023
Commonwealth Equity Services LLC25,470$783 12/31/2023
     DIVI25,470$783 12/31/2023
Kestra Advisory Services LLC23,524$723 12/31/2023
     DIVI23,524$723 12/31/2023
Northwestern Mutual Wealth Management Co.23,339$717 12/31/2023
     DIVI23,339$717 12/31/2023
Whitaker Myers Wealth Managers LTD.18,792$605 03/31/2024
     DIVI18,792$605 03/31/2024
Southland Equity Partners LLC18,209$586 03/31/2024
     DIVI18,209$586 03/31/2024
J.W. Cole Advisors Inc.18,918$582 12/31/2023
     DIVI18,918$582 12/31/2023
Harbour Investments Inc.18,714$575 12/31/2023
     DIVI18,714$575 12/31/2023
AE Wealth Management LLC18,550$568 12/31/2023
     DIVI18,550$568 12/31/2023
Birchcreek Wealth Management LLC16,670$512 12/31/2023
     DIVI16,670$512 12/31/2023
Cornerstone Wealth Management LLC16,325$502 12/31/2023
     DIVI16,325$502 12/31/2023
Cetera Investment Advisers13,222$406 12/31/2023
     DIVI13,222$406 12/31/2023
Sowell Financial Services LLC12,552$386 12/31/2023
     DIVI12,552$386 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC12,477$384 12/31/2023
     DIVI12,477$384 12/31/2023
Empower Advisory Group LLC11,489$353 12/31/2023
     DIVI11,489$353 12/31/2023
Thrivent Financial for Lutherans11,124$342 12/31/2023
     DIVI11,124$342 12/31/2023
Silverlake Wealth Management LLC10,585$341 03/31/2024
     DIVI10,585$341 03/31/2024
Burns Matteson Capital Management LLC10,976$337 12/31/2023
     DIVI10,976$337 12/31/2023
Visionary Wealth Advisors10,432$321 12/31/2023
     DIVI10,432$321 12/31/2023
Bank of New York Mellon Corp10,020$308 12/31/2023
     DIVI10,020$308 12/31/2023
Fort Point Capital Partners LLC9,098$280 12/31/2023
     DIVI9,098$280 12/31/2023
Zimmermann Investment Management & Planning LLC8,589$264 12/31/2023
     DIVI8,589$264 12/31/2023
Stratos Wealth Partners LTD.8,140$262 03/31/2024
     DIVI8,140$262 03/31/2024
SILVER OAK SECURITIES Inc8,091$249 12/31/2023
     DIVI8,091$249 12/31/2023
Cetera Advisors LLC7,719$237 12/31/2023
     DIVI7,719$237 12/31/2023
Avantax Advisory Services Inc.7,387$227 12/31/2023
     DIVI7,387$227 12/31/2023
Raymond James Trust N.A.6,788$209 12/31/2023
     DIVI6,788$209 12/31/2023
WealthShield Partners LLC6,318$194 12/31/2023
     DIVI6,318$194 12/31/2023
Advisory Services Network LLC5,830$179 12/31/2023
     DIVI5,830$179 12/31/2023
JPMorgan Chase & Co.5,549$171 12/31/2023
     DIVI5,549$171 12/31/2023
Private Trust Co. NA4,902$151 12/31/2023
     DIVI4,902$151 12/31/2023
Royal Bank of Canada3,711$114 12/31/2023
     DIVI3,711$114 12/31/2023
Huntington National Bank3,068$94 12/31/2023
     DIVI3,068$94 12/31/2023
Hartford Financial Management Inc.2,163$66 12/31/2023
     DIVI2,163$66 12/31/2023
IFP Advisors Inc2,054$63 12/31/2023
     DIVI2,054$63 12/31/2023
Steward Partners Investment Advisory LLC1,752$54 12/31/2023
     DIVI1,752$54 12/31/2023
Cape Investment Advisory Inc.1,316$40 12/31/2023
     DIVI1,316$40 12/31/2023
Farther Finance Advisors LLC1,117$34 12/31/2023
     DIVI1,117$34 12/31/2023
Principal Securities Inc.634$19 12/31/2023
     DIVI634$19 12/31/2023
Sunbelt Securities Inc.85$3 03/31/2024
     DIVI85$3 03/31/2024
Parallel Advisors LLC114$3 12/31/2023
     DIVI114$3 12/31/2023
Global Retirement Partners LLC76$2 12/31/2023
     DIVI76$2 12/31/2023
Evolution Advisers Inc.27$1 12/31/2023
     DIVI27$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     DIVI0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     DIVI1$0 12/31/2023

See Summary: Institutional Holders of DIVI
See Details: Top 10 Hedge Funds Holding DIVI
Also See: DIVI Holdings Changes

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