Who owns DIVZ?
Polen Dividend Income ETF · Polen
24 institutions reported holding DIVZ, worth $90.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DIVZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Weaver Consulting Group | Huntington Beach, CA | $34.0M | 910,463 | +131,594 shares |
| Alongside, LLC | Austin, TX | $16.2M | 434,705 | New position |
| 49 Wealth Management, LLC | Austin, TX | $16.2M | 434,705 | −3,841,303 shares |
| Titleist Asset Management, LLC | San Antonio, TX | $14.8M | 396,150 | +90 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.3M | 115,188 | New position |
| Goldman Sachs Group Inc. | New York, NY | $847K | 22,672 | New position |
| M3 Advisory Group, LLC | Needham Heights, MA | $761K | 20,355 | +433 shares |
| Thrivent Financial for Lutherans | Minneapolis, MN | $696K | 18,553 | −3,437 shares |
| Joel Isaacson & Co., LLC | New York, NY | $589K | 15,768 | +1,570 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $424K | 11,342 | −3,938 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DIVZ?
24 institutional managers reported holding DIVZ in Form 13F filings for June 30, 2026, worth $90.1M in total. The largest reported position was held by Weaver Consulting Group, at $34.0M.
Did institutions buy or sell DIVZ last quarter?
Reported 13F value fell 56.4% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DIVZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.