% of shares outstanding is not shown for TDIV: 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 TDIV 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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 2.2M | 2.4M | 2.6M | 2.8M | 2.8M | 2.8M | $262M |
| MORGAN STANLEY | 2.1M | 2.0M | 1.9M | 1.9M | 1.9M | 1.8M | $171M |
| BANK OF AMERICA CORP /DE/ | 1.4M | 1.4M | 1.4M | 1.4M | 1.4M | 1.5M | $139M |
| RAYMOND JAMES FINANCIAL INC | 1.2M | 1.2M | 1.4M | 1.4M | 1.3M | 1.4M | $131M |
| WELLS FARGO & COMPANY/MN | 1.7M | 1.7M | 1.4M | 1.5M | 1.6M | 1.4M | $129M |
| UBS Group AG | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | $100M |
| ENVESTNET ASSET MANAGEMENT INC | 585K | 625K | 853K | 829K | 815K | 767K | $72M |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | — | — | — | 962K | 1.1M | 688K | $64M |
| AMERIPRISE FINANCIAL INC | 436K | 435K | 450K | 413K | 527K | 554K | $52M |
| ROYAL BANK OF CANADA | 461K | 487K | 1.1M | 562K | 610K | 541K | $51M |
| Cetera Investment Advisers | 445K | 425K | 430K | 485K | 491K | 490K | $46M |
| Aprio Wealth Management, LLC | 196K | 284K | 354K | 361K | 377K | 389K | $36M |
| COMMONWEALTH EQUITY SERVICES, LLC | 396K | 404K | 395K | 397K | 382K | 384K | $36M |
| OSAIC HOLDINGS, INC. | 340K | 345K | 361K | 396K | 399K | 353K | $33M |
| STIFEL FINANCIAL CORP | 255K | 257K | 264K | 297K | 312K | 298K | $28M |
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 | |
|---|---|---|---|
| Kestra Advisory Services, LLC | +123,094 | $12M | ADD |
| BANK OF AMERICA CORP /DE/ | +104,853 | $10M | ADD |
| RAYMOND JAMES FINANCIAL INC | +77,715 | $7M | ADD |
| Summit Financial, LLC | +72,986 | $7M | OPEN |
| Gateway Wealth Partners, LLC | +62,765 | $6M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | −372,065 | $35M | TRIM |
| WELLS FARGO & COMPANY/MN | −191,433 | $18M | TRIM |
| &PARTNERS | −166,131 | $16M | TRIM |
| Pine Valley Investments Ltd Liability Co | −143,922 | $13M | CLOSE |
| AVAII WEALTH MANAGEMENT, LLC | −134,884 | $13M | 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 | 394 | 22,641,346 | — | $2.1B |
| 2025-Q4 | 394 | 23,573,787 | — | $2.3B |
| 2025-Q3 | 380 | 23,321,706 | — | $2.3B |
| 2025-Q2 | 373 | 22,987,217 | — | $2.1B |
| 2025-Q1 | 356 | 21,665,934 | — | $1.6B |
| 2024-Q4 | 356 | 21,120,720 | — | $1.7B |
| 2024-Q3 | 326 | 20,497,131 | — | $1.6B |
| 2024-Q2 | 307 | 19,972,706 | — | $1.5B |
| 2024-Q1 | 278 | 23,511,296 | — | $1.6B |
| 2023-Q4 | 265 | 21,518,751 | — | $1.4B |
| 2023-Q3 | 253 | 19,263,823 | — | $1.1B |
| 2023-Q2 | 247 | 18,677,079 | — | $1.1B |
| 2023-Q1 | 245 | 17,128,214 | — | $923M |
| 2022-Q4 | 233 | 16,521,317 | — | $788M |
| 2022-Q3 | 232 | 17,029,212 | — | $745M |
| 2022-Q2 | 226 | 16,503,405 | — | $824M |
| 2022-Q1 | 227 | 15,518,657 | — | $912M |
| 2021-Q4 | 216 | 13,426,820 | — | $840M |
| 2021-Q3 | 190 | 12,600,996 | — | $711M |
| 2021-Q2 | 190 | 12,272,038 | — | $707M |
| 2021-Q1 | 183 | 11,988,401 | — | $642M |
| 2020-Q4 | 181 | 11,751,069 | — | $580M |
| 2020-Q3 | 162 | 12,433,206 | — | $544M |
| 2020-Q2 | 153 | 11,970,094 | — | $502M |
| 2020-Q1 | 142 | 11,016,064 | — | $391M |
| 2019-Q4 | 151 | 11,003,979 | — | $475M |
| 2019-Q3 | 130 | 10,118,731 | — | $407M |
| 2019-Q2 | 129 | 10,006,756 | — | $392M |
| 2019-Q1 | 133 | 10,029,609 | — | $386M |
| 2018-Q4 | 124 | 10,226,926 | — | $341M |
| 2018-Q3 | 110 | 9,977,150 | — | $383M |
| 2018-Q2 | 109 | 9,226,232 | — | $326M |
| 2018-Q1 | 107 | 9,833,166 | — | $352M |
| 2017-Q4 | 101 | 9,753,405 | — | $343M |
| 2017-Q3 | 78 | 8,235,141 | — | $267M |
| 2017-Q2 | 83 | 8,529,710 | — | $266M |
| 2017-Q1 | 75 | 9,332,648 | — | $296M |
| 2016-Q4 | 71 | 9,369,841 | — | $277M |
| 2016-Q3 | 64 | 7,457,625 | — | $219M |
| 2016-Q2 | 65 | 6,566,050 | — | $174M |
| 2016-Q1 | 65 | 6,759,263 | — | $182M |
| 2015-Q4 | 66 | 6,710,381 | — | $170M |
| 2015-Q3 | 67 | 6,541,880 | — | $159M |
| 2015-Q2 | 72 | 10,536,964 | — | $278M |
| 2015-Q1 | 68 | 12,252,825 | — | $333M |
| 2014-Q4 | 72 | 13,704,509 | — | $396M |
| 2014-Q3 | 63 | 15,585,492 | — | $461M |
| 2014-Q2 | 51 | 12,196,733 | — | $369M |
| 2014-Q1 | 36 | 9,221,501 | — | $262M |
| 2013-Q4 | 27 | 4,355,901 | — | $107M |
| 2013-Q3 | 26 | 3,733,681 | — | $84M |
| 2013-Q2 | 23 | 2,995,318 | — | $65M |
