Institutional shares held 12.4 Million
0 calls
0 puts
Total value of holdings $480M
$0 calls
$0 puts
# of Institutions 152


Latest Institutional Activity in EDIV

Top Purchases

Q2 2025
Trust CO Shares Held: 1.31M ($50.9M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 66.8K ($2.59M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 31.9K ($1.24M)
Q2 2025
Three Cord True Wealth Management, LLC Shares Held: 164K ($6.38M)
Q2 2025
Drake & Associates, LLC Shares Held: 239K ($9.26M)

Top Sells

Q2 2025
Old Port Advisors Shares Held: 87K ($3.37M)
Q2 2025
B.O.S.S. Retirement Advisors, LLC Shares Held: 31.2K ($1.21M)
Q2 2025
River Tree Advisors, LLC Shares Held: 9.52K ($369K)
Q2 2025
Concurrent Investment Advisors, LLC Shares Held: 243K ($9.42M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 6.38K ($247K)

About EDIV

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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