% of shares outstanding is not shown for GDIV: 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 GDIV in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | 1,156,5511.2M | $19M | — | TRIM -4% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 1,027,6251.0M | $17M | — | — |
| 3 | LPL Financial LLC | 897,449897,449 | $15M | — | ADD 4% |
| 4 | RAYMOND JAMES FINANCIAL INC | 440,081440,081 | $7M | — | TRIM -18% |
| 5 | Equitable Holdings, Inc. | 385,775385,775 | $6M | — | — |
| 6 | Private Advisor Group, LLC | 315,283315,283 | $5M | — | ADD 14% |
| 7 | Ballentine Partners, LLC | 166,536166,536 | $3M | — | — |
| 8 | TRANSCEND CAPITAL ADVISORS, LLC | 156,509156,509 | $3M | — | TRIM -11% |
| 9 | Cerity Partners LLC | 135,100135,100 | $2M | — | NEW |
| 10 | Arkadios Wealth Advisors | 110,531110,531 | $2M | — | TRIM -3% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 106,266106,266 | $2M | — | — |
| 12 | TRUIST FINANCIAL CORP | 103,716103,716 | $2M | — | — |
| 13 | Worth Financial Advisory Group, LLC | 5,0945,094 | $1M | — | TRIM -93% |
| 14 | ROYAL BANK OF CANADA | 28,56528,565 | $476,000 | — | ADD 336% |
| 15 | CITADEL ADVISORS LLC | 17,60817,608 | $293,525 | — | ADD 67% |
| 16 | EP Wealth Advisors, LLC | 13,57413,574 | $226,286 | — | TRIM -24% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,49411,494 | $191,605 | — | TRIM -60% |
| 18 | ASSETMARK, INC | 10,70210,702 | $178,402 | — | — |
| 19 | OSAIC HOLDINGS, INC. | 8,2798,279 | $138,003 | — | TRIM -12% |
| 20 | MORGAN STANLEY | 5,4895,489 | $91,501 | — | ADD 548800% |
| 21 | UBS Group AG | 3,4573,457 | $57,628 | — | NEW |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,3253,325 | $56,060 | — | — |
| 23 | IFP Advisors, Inc | 2,6992,699 | $44,992 | — | — |
| 24 | CWM, LLC | 1,9151,915 | $31,923 | — | — |
| 25 | PRIVATE TRUST CO NA | 959959 | $15,987 | — | — |
| 26 | Farther Finance Advisors, LLC | 895895 | $15,090 | — | TRIM -22% |
| 27 | Steward Partners Investment Advisory, LLC | 425425 | $7,085 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1.4M | 1.3M | 1.2M | 1.2M | 1.2M | 1.2M | $19M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.1M | 1.0M | 1.1M | 1.1M | 1.0M | 1.0M | $17M |
| LPL Financial LLC | 974K | 1.0M | 888K | 893K | 866K | 897K | $15M |
| RAYMOND JAMES FINANCIAL INC | 1.1M | 1.2M | 713K | 697K | 537K | 440K | $7M |
| Equitable Holdings, Inc. | 453K | 464K | 373K | 378K | 384K | 386K | $6M |
| Private Advisor Group, LLC | 239K | 262K | 271K | 276K | 277K | 315K | $5M |
| Ballentine Partners, LLC | — | 313K | 313K | 167K | 167K | 167K | $3M |
| TRANSCEND CAPITAL ADVISORS, LLC | — | 366K | 287K | 220K | 176K | 157K | $3M |
| Cerity Partners LLC | — | — | — | — | — | 135K | $2M |
| Arkadios Wealth Advisors | — | 1.4M | 118K | 110K | 114K | 111K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 120K | 114K | 110K | 99K | 107K | 106K | $2M |
| TRUIST FINANCIAL CORP | 120K | 126K | 109K | 99K | 104K | 104K | $2M |
| Worth Financial Advisory Group, LLC | 67K | 82K | 88K | 84K | 69K | 5K | $1M |
| ROYAL BANK OF CANADA | — | — | — | — | 7K | 29K | $476,000 |
| CITADEL ADVISORS LLC | 20K | — | 11K | 22K | 11K | 18K | $293,525 |
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 27 | 5,115,902 | — | $86M |
| 2025-Q4 | 29 | 5,328,099 | — | $89M |
| 2025-Q3 | 27 |
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 | |
|---|---|---|---|
| Cerity Partners LLC | +135,100 | $2M | OPEN |
| Private Advisor Group, LLC | +37,997 | $633,410 | ADD |
| LPL Financial LLC | +31,228 | $520,571 | ADD |
| ROYAL BANK OF CANADA | +22,011 | $366,923 | ADD |
| CITADEL ADVISORS LLC | +7,046 | $117,457 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| SOL Capital Management CO | −126,615 | $2M | CLOSE |
| RAYMOND JAMES FINANCIAL INC | −96,687 | $2M | TRIM |
| Worth Financial Advisory Group, LLC | −63,508 | $1M | TRIM |
| Sequoia Financial Advisors, LLC | −43,871 | $731,330 | TRIM |
| GTS SECURITIES LLC | −30,504 | $508,502 | CLOSE |
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).
| 5,495,523 |
| — |
| $89M |
| 2025-Q2 | 32 | 6,156,727 | — | $95M |
| 2025-Q1 | 29 | 8,495,430 | — | $124M |
| 2024-Q4 | 27 | 6,096,789 | — | $93M |
| 2024-Q3 | 27 | 5,090,929 | — | $87M |
| 2024-Q2 | 27 | 4,327,184 | — | $62M |
| 2024-Q1 | 25 | 4,712,456 | — | $69M |
| 2023-Q4 | 24 | 3,971,032 | — | $53M |
| 2023-Q3 | 19 | 3,180,031 | — | $39M |
| 2023-Q2 | 18 | 2,100,715 | — | $26M |
| 2023-Q1 | 18 | 2,473,607 | — | $30M |
| 2022-Q4 | 14 | 1,816,542 | — | $22M |
| 2022-Q3 | 8 | 501,861 | — | $6M |
| 2022-Q2 | 4 | 482,421 | — | $6M |
