% of shares outstanding is not shown for EDIV: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for EDIV in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 226K | 298K | 589K | 638K | 994K | 1.8M | $69M |
| LPL Financial LLC | 762K | 854K | 1.1M | 1.3M | 1.5M | 1.7M | $69M |
| Cetera Investment Advisers | 1.2M | 1.3M | 1.3M | 1.4M | 1.5M | 1.5M | $60M |
| Trust Co | — | 1.1M | 1.3M | 1.4M | 1.4M | 1.4M | $56M |
| MORGAN STANLEY | 680K | 785K | 823K | 1.2M | 1.2M | 1.4M | $54M |
| WELLS FARGO & COMPANY/MN | 493K | 669K | 715K | 823K | 982K | 1.2M | $49M |
| Comprehensive Wealth Management, LLC | — | 44K | 109K | 172K | 342K | 638K | $25M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 266K | 309K | 393K | 450K | 485K | 562K | $22M |
| AMERIPRISE FINANCIAL INC | 54K | 47K | 86K | 179K | 250K | 453K | $18M |
| RAYMOND JAMES FINANCIAL INC | 273K | 280K | 269K | 286K | 351K | 398K | $16M |
| ROYAL BANK OF CANADA | 295K | 305K | 645K | 328K | 358K | 387K | $15M |
| Drake & Associates, LLC | 223K | 229K | 239K | 276K | 311K | 362K | $14M |
| COMMONWEALTH EQUITY SERVICES, LLC | 135K | 92K | 153K | 133K | 149K | 327K | $13M |
| ENVESTNET ASSET MANAGEMENT INC | 119K | 133K | 165K | 189K | 207K | 314K | $12M |
| UBS Group AG | 264K | 268K | 283K | 282K | 278K | 292K | $12M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | +763,194 | $30M | ADD |
| Comprehensive Wealth Management, LLC | +295,904 | $12M | ADD |
| WELLS FARGO & COMPANY/MN | +264,968 | $10M | ADD |
| LPL Financial LLC | +259,811 | $10M | ADD |
| Keudell/Morrison Wealth Management | +211,199 | $8M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| CITADEL ADVISORS LLC | −156,592 | $6M | TRIM |
| AE Wealth Management LLC | −120,756 | $5M | TRIM |
| SG Trading Solutions, LLC | −61,543 | $2M | CLOSE |
| FLOW TRADERS U.S. LLC | −57,320 | $2M | CLOSE |
| JANE STREET GROUP, LLC | −53,867 | $2M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 205 | 20,298,370 | — | $801M |
| 2025-Q4 | 195 | 17,331,328 | — | $679M |
| 2025-Q3 | 168 | 15,205,874 | — | $591M |
| 2025-Q2 | 156 | 13,841,054 | — | $528M |
| 2025-Q1 | 150 | 11,859,606 | — | $422M |
| 2024-Q4 | 146 | 9,687,072 | — | $341M |
| 2024-Q3 | 127 | 7,423,435 | — | $278M |
| 2024-Q2 | 124 | 6,862,897 | — | $243M |
| 2024-Q1 | 106 | 6,561,512 | — | $220M |
| 2023-Q4 | 106 | 6,574,212 | — | $213M |
| 2023-Q3 | 83 | 4,092,756 | — | $122M |
| 2023-Q2 | 77 | 3,336,401 | — | $95M |
| 2023-Q1 | 61 | 3,475,059 | — | $91M |
| 2022-Q4 | 70 | 3,627,922 | — | $87M |
| 2022-Q3 | 66 | 3,686,536 | — | $82M |
| 2022-Q2 | 79 | 4,219,545 | — | $109M |
| 2022-Q1 | 90 | 5,413,198 | — | $158M |
| 2021-Q4 | 96 | 5,681,772 | — | $169M |
| 2021-Q3 | 80 | 5,186,393 | — | $154M |
| 2021-Q2 | 83 | 5,290,984 | — | $159M |
| 2021-Q1 | 82 | 5,864,901 | — | $176M |
| 2020-Q4 | 77 | 5,880,217 | — | $163M |
| 2020-Q3 | 70 | 5,687,381 | — | $138M |
| 2020-Q2 | 73 | 5,978,011 | — | $148M |
| 2020-Q1 | 81 | 6,625,569 | — | $147M |
| 2019-Q4 | 92 | 10,837,452 | — | $373M |
| 2019-Q3 | 86 | 7,120,514 | — | $213M |
| 2019-Q2 | 87 | 7,478,125 | — | $244M |
| 2019-Q1 | 95 | 6,849,267 | — | $217M |
| 2018-Q4 | 92 | 6,147,164 | — | $184M |
| 2018-Q3 | 86 | 6,580,469 | — | $202M |
| 2018-Q2 | 90 | 7,140,117 | — | $219M |
| 2018-Q1 | 94 | 7,247,453 | — | $257M |
| 2017-Q4 | 87 | 7,016,375 | — | $231M |
| 2017-Q3 | 76 | 6,422,903 | — | $196M |
| 2017-Q2 | 77 | 6,242,933 | — | $186M |
| 2017-Q1 | 72 | 5,819,153 | — | $171M |
| 2016-Q4 | 63 | 4,955,371 | — | $131M |
| 2016-Q3 | 59 | 4,500,592 | — | $125M |
| 2016-Q2 | 59 | 4,008,293 | — | $108M |
| 2016-Q1 | 51 | 3,933,238 | — | $105M |
| 2015-Q4 | 51 | 3,893,001 | — | $92M |
| 2015-Q3 | 52 | 4,913,589 | — | $123M |
| 2015-Q2 | 59 | 5,608,726 | — | $184M |
| 2015-Q1 | 64 | 5,297,467 | — | $179M |
| 2014-Q4 | 69 | 4,765,518 | — | $165M |
| 2014-Q3 | 71 | 5,293,136 | — | $197M |
| 2014-Q2 | 69 | 4,998,875 | — | $204M |
| 2014-Q1 | 66 | 4,364,129 | — | $169M |
| 2013-Q4 | 62 | 4,741,516 | — | $188M |
| 2013-Q3 | 62 | 4,995,810 | — | $204M |
| 2013-Q2 | 59 | 5,069,894 | — | $199M |
| 2013-Q1 | 2 | 21,900 | — | $989,000 |
