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Institutional Holders of HDV

There is a long list of 708 institutional holders of HDV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of HDV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-HDV table below, the initial column indicates the name of each top institutional holder of HDV, with a link to that fund's top holdings. The next columns indicate the amount of HDV stock held by each of the institutional holders of HDV, followed by the HDV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE4,869,077$496,597 12/31/2023
     HDV4,869,077$496,597 12/31/2023
Morgan Stanley2,997,281$305,693 12/31/2023
     HDV2,997,281$305,693 12/31/2023
Wells Fargo & Company MN2,697,776$275,146 12/31/2023
     HDV2,697,776$275,146 12/31/2023
Meiji Yasuda Life Insurance Co2,512,228$256,222 12/31/2023
     HDV2,512,228$256,222 12/31/2023
LPL Financial LLC1,694,836$172,856 12/31/2023
     HDV1,694,836$172,856 12/31/2023
UBS Group AG1,625,554$165,790 12/31/2023
     HDV1,625,554$165,790 12/31/2023
Royal Bank of Canada1,437,319$146,591 12/31/2023
     HDV1,437,319$146,591 12/31/2023
JPMorgan Chase & Co.1,300,499$132,638 12/31/2023
     HDV1,300,499$132,638 12/31/2023
Securian Asset Management Inc936,202$95,483 12/31/2023
     HDV936,202$95,483 12/31/2023
M&T Bank Corp906,406$92,444 12/31/2023
     HDV906,406$92,444 12/31/2023
Truist Financial Corp841,774$85,853 12/31/2023
     HDV841,774$85,853 12/31/2023
Commonwealth Equity Services LLC812,556$82,873 12/31/2023
     HDV812,556$82,873 12/31/2023
Envestnet Asset Management Inc.702,790$71,678 12/31/2023
     HDV702,790$71,678 12/31/2023
Janney Montgomery Scott LLC630,672$64,322 12/31/2023
     HDV630,672$64,322 12/31/2023
Ameriprise Financial Inc.603,841$61,592 12/31/2023
     HDV603,841$61,592 12/31/2023
Lbmc Investment Advisors LLC479,389$52,833 03/31/2024
     HDV479,389$52,833 03/31/2024
FMR LLC517,299$52,759 12/31/2023
     HDV517,299$52,759 12/31/2023
Federated Hermes Inc.515,674$52,594 12/31/2023
     HDV515,674$52,594 12/31/2023
Raymond James Financial Services Advisors Inc.469,258$51,717 03/31/2024
     HDV469,258$51,717 03/31/2024
Citadel Advisors LLC $45,105 12/31/2023
     Call435,300$44,396 12/31/2023
     HDV15,549$1,586 12/31/2023
     Put8,600$877 12/31/2023
BlackRock Inc.421,673$43,006 12/31/2023
     HDV421,673$43,006 12/31/2023
Advisor Group Holdings Inc.414,056$42,241 12/31/2023
     HDV414,056$42,241 12/31/2023
Townsend & Associates Inc362,520$39,602 03/31/2024
     HDV362,520$39,602 03/31/2024
Mariner LLC317,627$32,395 12/31/2023
     HDV317,627$32,395 12/31/2023
Raymond James & Associates270,143$29,772 03/31/2024
     HDV270,143$29,772 03/31/2024
Steward Partners Investment Advisory LLC277,251$28,277 12/31/2023
     HDV277,251$28,277 12/31/2023
CVS HEALTH Corp273,110$27,854 12/31/2023
     HDV273,110$27,854 12/31/2023
MML Investors Services LLC270,257$27,564 12/31/2023
     HDV270,257$27,564 12/31/2023
Wealth Enhancement Advisory Services LLC246,489$27,166 03/31/2024
     HDV246,489$27,166 03/31/2024
Thrivent Financial for Lutherans258,917$26,407 12/31/2023
     HDV258,917$26,407 12/31/2023
Regimen Wealth LLC253,194$25,975 12/31/2023
     HDV253,194$25,975 12/31/2023
Alliancebernstein L.P.229,885$23,446 12/31/2023
     HDV229,885$23,446 12/31/2023
Atria Wealth Solutions Inc.225,536$23,003 12/31/2023
     HDV225,536$23,003 12/31/2023
Rockefeller Capital Management L.P.213,916$21,817 12/31/2023
     HDV213,916$21,817 12/31/2023
Comerica Bank212,757$21,699 12/31/2023
     HDV212,757$21,699 12/31/2023
Creative Planning207,951$21,209 12/31/2023
     HDV207,951$21,209 12/31/2023
Cetera Advisor Networks LLC203,989$20,805 12/31/2023
     HDV203,989$20,805 12/31/2023
Stifel Financial Corp202,475$20,650 12/31/2023
     HDV202,475$20,650 12/31/2023
Wharton Business Group LLC197,729$20,166 12/31/2023
     HDV197,729$20,166 12/31/2023
Valeo Financial Advisors LLC169,679$18,700 03/31/2024
     HDV169,679$18,700 03/31/2024
GDS Wealth Management165,101$18,196 03/31/2024
     HDV165,101$18,196 03/31/2024
Warren Averett Asset Management LLC178,163$18,171 12/31/2023
     HDV178,163$18,171 12/31/2023
Simmons Bank170,010$17,339 12/31/2023
     HDV170,010$17,339 12/31/2023
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.163,603$16,686 12/31/2023
     HDV163,603$16,686 12/31/2023
WNY Asset Management LLC154,465$15,754 12/31/2023
     HDV154,465$15,754 12/31/2023
Cambridge Investment Research Advisors Inc.141,155$15,557 03/31/2024
     HDV141,155$15,557 03/31/2024
Kohmann Bosshard Financial Services LLC140,370$15,470 03/31/2024
     HDV140,370$15,470 03/31/2024
VAUGHAN & Co SECURITIES INC.150,531$15,353 12/31/2023
     HDV150,531$15,353 12/31/2023
Northwestern Mutual Wealth Management Co.142,146$14,498 12/31/2023
     HDV142,146$14,498 12/31/2023
HighTower Advisors LLC137,404$13,997 12/31/2023
     HDV137,404$13,997 12/31/2023

See All: Funds Holding HDV
See Details: Top 10 Hedge Funds Holding HDV
Also See: HDV Holdings Changes

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