Who owns FDIV?
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15 institutions reported holding FDIV, worth $60.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FDIV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| San Luis Wealth Advisors LLC | San Luis Obispo, CA | $36.7M | 1,320,912 | −67,441 shares |
| Arrowroot Family Office, LLC | Marina Del Rey, CA | $7.7M | 276,563 | +9,080 shares |
| Empire Financial Management Company, LLC | New York, NY | $6.5M | 233,205 | +6,613 shares |
| NorthRock Partners, LLC | Minneapolis, MN | $2.7M | 95,504 | −6,336 shares |
| Mutual Advisors, LLC | Omaha, NE | $2.6M | 92,969 | +7,664 shares |
| Money Concepts Capital Corp. | Palm Beach Gardens, FL | $1.5M | 54,866 | +8,652 shares |
| Andina Capital Management, LLC | Logan, UT | $858K | 30,916 | −59,777 shares |
| Fiduciary Financial Advisors | Grand Rapids, MI | $618K | 22,248 | New position |
| Steelhead Wealth Management LLC | Glen Allen, VA | $592K | 21,341 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $587K | 21,156 | +4,473 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 FDIV?
15 institutional managers reported holding FDIV in Form 13F filings for June 30, 2026, worth $60.9M in total. The largest reported position was held by San Luis Wealth Advisors LLC, at $36.7M.
Did institutions buy or sell FDIV last quarter?
Reported 13F value rose 0.1% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 5 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 FDIV 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.