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This page summarizes the EDIV holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether EDIV is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing EDIV Share Count |
|---|
| Nations Financial Group Inc. IA ADV |
30,333 |
55,494 |
+25,161 |
+82.95% |
| Raymond James Financial Services Advisors Inc. |
185,262 |
251,859 |
+66,597 |
+35.95% |
| Stratos Wealth Advisors LLC |
27,312 |
35,056 |
+7,744 |
+28.35% |
| Premier Path Wealth Partners LLC |
52,181 |
66,348 |
+14,167 |
+27.15% |
| Cambridge Investment Research Advisors Inc. |
14,985 |
15,705 |
+720 |
+4.80% |
| Gradient Investments LLC |
4,931 |
5,093 |
+162 |
+3.29% |
| 13F Filers Reporting New Positions In EDIV |
|---|
| Atticus Wealth Management LLC |
0 |
480 |
+480 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
75 |
75 |
UNCH |
0.00% |
| Private Trust Co. NA |
1,455 |
1,455 |
UNCH |
0.00% |
| Horrell Capital Management Inc. |
1,222 |
1,222 |
UNCH |
0.00% |
| Allworth Financial LP |
442 |
442 |
UNCH |
0.00% |
| 13F Filers Decreasing EDIV Share Count |
|---|
| Financial Advisory Partners LLC |
19,411 |
7,002 |
-12,409 |
-63.93% |
| SMI Advisory Services LLC |
322,840 |
179,025 |
-143,815 |
-44.55% |
| Miracle Mile Advisors LLC |
10,141 |
8,022 |
-2,119 |
-20.90% |
| Financial Management Professionals Inc. |
72,378 |
66,358 |
-6,020 |
-8.32% |
| Asset Dedication LLC |
41,164 |
39,064 |
-2,100 |
-5.10% |
| Maryland Capital Advisors Inc. |
16,795 |
16,259 |
-536 |
-3.19% |
| Raymond James & Associates |
21,150 |
20,611 |
-539 |
-2.55% |
| Systelligence LLC |
185,460 |
185,027 |
-433 |
-0.23% |
| 13F Filers Exiting EDIV |
|---|
| Tennessee Valley Asset Management Partners |
160 |
0 |
-160 |
-100.00% |
| EWG Elevate Inc. |
28,954 |
0 |
-28,954 |
-100.00% |
| Capital Investment Advisory Services LLC |
206 |
0 |
-206 |
-100.00% |
| Calton & Associates Inc. |
7,223 |
0 |
-7,223 |
-100.00% |
See Summary: Institutional Holders of EDIV
See Details: Top 10 Hedge Funds Holding EDIV
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