Institutional Holders (2026 Q1)
179 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DIVI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Baron Wealth Management LLC | 8.81% | 739,650 | $29.4M |
| 2 | Retirement Planning Group, LLC | 6.98% | 5,659,717 | $225.3M |
| 3 | TriaGen Wealth Management LLC | 6.42% | 590,157 | $23.5M |
| 4 | Legacy Financial Advisors, Inc. | 4.75% | 852,674 | $33.9M |
| 5 | Ridgeline Wealth Planning, LLC | 4.04% | 138,866 | $5.5M |
| 6 | Prepared Retirement Institute LLC | 3.48% | — | $7K |
| 7 | Vickerman Investment Advisors, Inc. | 3.01% | 360,114 | $14.3M |
| 8 | Defined Wealth Management, LLC | 2.78% | 119,302 | $4.7M |
| 9 | LMG Wealth Partners, LLC | 1.97% | 271,192 | $10.8M |
| 10 | Joseph Group Capital Management | 1.71% | 171,595 | $6.8M |
| 11 | Owen LaRue, LLC | 1.68% | 109,712 | $4.4M |
| 12 | Entelevest, LLC | 1.66% | 41,601 | $1.7M |
| 13 | Lane Brothers & Co Inc | 1.60% | 55,225 | $2.2M |
| 14 | Castle Wealth Management LLC | 1.58% | 122,233 | $4.9M |
| 15 | Koshinski Asset Management, Inc. | 1.52% | 612,081 | $24.4M |
| 16 | Midwest Financial Group LLC | 1.43% | 84,018 | $3.3M |
| 17 | MCF Advisors LLC | 1.42% | 812,187 | $32.3M |
| 18 | Sequent Planning LLC | 1.15% | 119,799 | $4.8M |
| 19 | Powers Advisory Group, LLC | 1.10% | 78,461 | $3.1M |
| 20 | Henderson Brothers Financial Partners, LLC | 1.05% | 104,462 | $4.2M |
| 21 | First Hawaiian Bank | 1.04% | 186,924 | $7.4M |
| 22 | Flagship Harbor Advisors, LLC | 0.99% | 567,769 | $22.6M |
| 23 | OxenFree Capital LLC | 0.97% | 47,431 | $2.0M |
| 24 | Prota Financial, LLC | 0.83% | 29,733 | $1.2M |
| 25 | Slagle Financial, LLC | 0.63% | 48,255 | $1.9M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|