On this page, we present all of the funds holding EDIV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EDIV, with a link to that fund's top holdings. The next columns indicate the amount of EDIV stock held by each of the funds holding EDIV, followed by the EDIV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 96 funds holding EDIV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by AE Wealth Management LLC. For more details on the positions held by AE Wealth Management LLC (or by any of the other funds holding EDIV), click the fund name in the "Holder" column of the funds-holding-EDIV table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
AE Wealth Management LLC | 780,177 | $25,153 | 12/31/2023 |
EDIV | 780,177 | $25,153 | 12/31/2023 |
Morgan Stanley | 494,615 | $16,085 | 12/31/2023 |
EDIV | 494,615 | $16,085 | 12/31/2023 |
M&T Bank Corp | 332,943 | $10,827 | 12/31/2023 |
EDIV | 332,943 | $10,827 | 12/31/2023 |
Royal Bank of Canada | 301,195 | $9,796 | 12/31/2023 |
EDIV | 301,195 | $9,796 | 12/31/2023 |
Jane Street Group LLC | 290,330 | $9,442 | 12/31/2023 |
EDIV | 290,330 | $9,442 | 12/31/2023 |
Wells Fargo & Company MN | 285,331 | $9,279 | 12/31/2023 |
EDIV | 285,331 | $9,279 | 12/31/2023 |
UBS Group AG | 271,142 | $8,818 | 12/31/2023 |
EDIV | 271,142 | $8,818 | 12/31/2023 |
Concurrent Investment Advisors LLC | 265,507 | $8,634 | 12/31/2023 |
EDIV | 265,507 | $8,634 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 251,859 | $8,440 | 03/31/2024 |
EDIV | 251,859 | $8,440 | 03/31/2024 |
Systelligence LLC | 185,027 | $6,200 | 03/31/2024 |
EDIV | 185,027 | $6,200 | 03/31/2024 |
SMI Advisory Services LLC | 179,025 | $6,039 | 03/31/2024 |
EDIV | 179,025 | $6,039 | 03/31/2024 |
Bank of Montreal Can | 170,949 | $5,570 | 12/31/2023 |
EDIV | 170,949 | $5,570 | 12/31/2023 |
Bank of America Corp DE | 170,051 | $5,530 | 12/31/2023 |
EDIV | 170,051 | $5,530 | 12/31/2023 |
LPL Financial LLC | 163,809 | $5,327 | 12/31/2023 |
EDIV | 163,809 | $5,327 | 12/31/2023 |
Avestar Capital LLC | 152,400 | $4,956 | 12/31/2023 |
EDIV | 152,400 | $4,956 | 12/31/2023 |
Envestnet Asset Management Inc. | 122,286 | $3,977 | 12/31/2023 |
EDIV | 122,286 | $3,977 | 12/31/2023 |
WealthShield Partners LLC | 70,492 | $2,292 | 12/31/2023 |
EDIV | 70,492 | $2,292 | 12/31/2023 |
Premier Path Wealth Partners LLC | 66,348 | $2,232 | 03/31/2024 |
EDIV | 66,348 | $2,232 | 03/31/2024 |
Truist Financial Corp | 68,548 | $2,229 | 12/31/2023 |
EDIV | 68,548 | $2,229 | 12/31/2023 |
Financial Management Professionals Inc. | 66,358 | $2,224 | 03/31/2024 |
EDIV | 66,358 | $2,224 | 03/31/2024 |
Mariner LLC | 64,153 | $2,086 | 12/31/2023 |
EDIV | 64,153 | $2,086 | 12/31/2023 |
Insight Advisors LLC PA | 57,923 | $1,884 | 12/31/2023 |
EDIV | 57,923 | $1,884 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 55,494 | $1,860 | 03/31/2024 |
EDIV | 55,494 | $1,860 | 03/31/2024 |
OLD Mission Capital LLC | 50,056 | $1,628 | 12/31/2023 |
EDIV | 50,056 | $1,628 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 49,143 | $1,598 | 12/31/2023 |
EDIV | 49,143 | $1,598 | 12/31/2023 |
B.O.S.S. Retirement Advisors LLC | 45,516 | $1,480 | 12/31/2023 |
EDIV | 45,516 | $1,480 | 12/31/2023 |
Advisor Group Holdings Inc. | 44,334 | $1,442 | 12/31/2023 |
EDIV | 44,334 | $1,442 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 43,925 | $1,428 | 12/31/2023 |
EDIV | 43,925 | $1,428 | 12/31/2023 |
Asset Dedication LLC | 39,064 | $1,308 | 03/31/2024 |
EDIV | 39,064 | $1,308 | 03/31/2024 |
Connectus Wealth LLC | 39,239 | $1,276 | 12/31/2023 |
EDIV | 39,239 | $1,276 | 12/31/2023 |
Goldman Sachs Group Inc. | 36,590 | $1,190 | 12/31/2023 |
EDIV | 36,590 | $1,190 | 12/31/2023 |
Stratos Wealth Advisors LLC | 35,056 | $1,175 | 03/31/2024 |
EDIV | 35,056 | $1,175 | 03/31/2024 |
FDx Advisors Inc. | 36,059 | $1,173 | 12/31/2023 |
EDIV | 36,059 | $1,173 | 12/31/2023 |
Invesco Ltd. | 32,578 | $1,059 | 12/31/2023 |
EDIV | 32,578 | $1,059 | 12/31/2023 |
MML Investors Services LLC | 32,341 | $1,052 | 12/31/2023 |
EDIV | 32,341 | $1,052 | 12/31/2023 |
Cetera Advisors LLC | 29,861 | $971 | 12/31/2023 |
EDIV | 29,861 | $971 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 27,480 | $894 | 12/31/2023 |
EDIV | 27,480 | $894 | 12/31/2023 |
BNP Paribas Arbitrage SA | 23,420 | $762 | 12/31/2023 |
EDIV | 23,420 | $762 | 12/31/2023 |
Equitable Holdings Inc. | 22,824 | $742 | 12/31/2023 |
EDIV | 22,824 | $742 | 12/31/2023 |
Ameriprise Financial Inc. | 22,247 | $723 | 12/31/2023 |
EDIV | 22,247 | $723 | 12/31/2023 |
Commonwealth Equity Services LLC | 21,900 | $712 | 12/31/2023 |
EDIV | 21,900 | $712 | 12/31/2023 |
Raymond James & Associates | 20,611 | $691 | 03/31/2024 |
EDIV | 20,611 | $691 | 03/31/2024 |
Allianz Asset Management GmbH | 17,000 | $553 | 12/31/2023 |
EDIV | 17,000 | $553 | 12/31/2023 |
Maryland Capital Advisors Inc. | 16,259 | $545 | 03/31/2024 |
EDIV | 16,259 | $545 | 03/31/2024 |
Slagle Financial LLC | 16,554 | $538 | 12/31/2023 |
EDIV | 16,554 | $538 | 12/31/2023 |
Financial Advocates Investment Management | 16,382 | $533 | 12/31/2023 |
EDIV | 16,382 | $533 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 15,705 | $526 | 03/31/2024 |
EDIV | 15,705 | $526 | 03/31/2024 |
Authentikos Wealth Advisory LLC | 13,386 | $435 | 12/31/2023 |
EDIV | 13,386 | $435 | 12/31/2023 |
Samalin Investment Counsel LLC | 12,265 | $399 | 12/31/2023 |
EDIV | 12,265 | $399 | 12/31/2023 |
Nomura Asset Management Co. Ltd. | 12,246 | $398 | 12/31/2023 |
EDIV | 12,246 | $398 | 12/31/2023 |
Atria Wealth Solutions Inc. | 12,189 | $396 | 12/31/2023 |
EDIV | 12,189 | $396 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 12,155 | $395 | 12/31/2023 |
EDIV | 12,155 | $395 | 12/31/2023 |
Rodgers & Associates LTD | 11,830 | $385 | 12/31/2023 |
EDIV | 11,830 | $385 | 12/31/2023 |
Private Advisor Group LLC | 11,659 | $379 | 12/31/2023 |
EDIV | 11,659 | $379 | 12/31/2023 |
Cetera Advisor Networks LLC | 11,521 | $375 | 12/31/2023 |
EDIV | 11,521 | $375 | 12/31/2023 |
IFP Advisors Inc | 10,719 | $349 | 12/31/2023 |
EDIV | 10,719 | $349 | 12/31/2023 |
GSA Capital Partners LLP | 10,641 | $346 | 12/31/2023 |
EDIV | 10,641 | $346 | 12/31/2023 |
Smartleaf Asset Management LLC | 10,072 | $325 | 12/31/2023 |
EDIV | 10,072 | $325 | 12/31/2023 |
Global Strategic Investment Solutions LLC | 9,602 | $312 | 12/31/2023 |
EDIV | 9,602 | $312 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 9,265 | $301 | 12/31/2023 |
EDIV | 9,265 | $301 | 12/31/2023 |
Crescent Grove Advisors LLC | 9,127 | $297 | 12/31/2023 |
EDIV | 9,127 | $297 | 12/31/2023 |
Foundations Investment Advisors LLC | 8,918 | $287 | 12/31/2023 |
EDIV | 8,918 | $287 | 12/31/2023 |
Wealthsource Partners LLC | 8,330 | $271 | 12/31/2023 |
EDIV | 8,330 | $271 | 12/31/2023 |
Miracle Mile Advisors LLC | 8,022 | $269 | 03/31/2024 |
EDIV | 8,022 | $269 | 03/31/2024 |
Csenge Advisory Group | 7,292 | $237 | 12/31/2023 |
EDIV | 7,292 | $237 | 12/31/2023 |
Financial Advisory Partners LLC | 7,002 | $235 | 03/31/2024 |
EDIV | 7,002 | $235 | 03/31/2024 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,378 | $207 | 12/31/2023 |
EDIV | 6,378 | $207 | 12/31/2023 |
Gradient Investments LLC | 5,093 | $171 | 03/31/2024 |
EDIV | 5,093 | $171 | 03/31/2024 |
Pineridge Advisors LLC | 3,967 | $129 | 12/31/2023 |
EDIV | 3,967 | $129 | 12/31/2023 |
Comerica Bank | 2,743 | $89 | 12/31/2023 |
EDIV | 2,743 | $89 | 12/31/2023 |
Geneos Wealth Management Inc. | 2,447 | $80 | 12/31/2023 |
EDIV | 2,447 | $80 | 12/31/2023 |
Farther Finance Advisors LLC | 2,363 | $77 | 12/31/2023 |
EDIV | 2,363 | $77 | 12/31/2023 |
Private Trust Co. NA | 1,455 | $49 | 03/31/2024 |
EDIV | 1,455 | $49 | 03/31/2024 |
Blair William & Co. IL | 1,502 | $49 | 12/31/2023 |
EDIV | 1,502 | $49 | 12/31/2023 |
Horrell Capital Management Inc. | 1,222 | $41 | 03/31/2024 |
EDIV | 1,222 | $41 | 03/31/2024 |
Deutsche Bank AG | 1,068 | $35 | 12/31/2023 |
EDIV | 1,068 | $35 | 12/31/2023 |
Anchor Investment Management LLC | 950 | $31 | 12/31/2023 |
EDIV | 950 | $31 | 12/31/2023 |
Cullen Frost Bankers Inc. | 803 | $26 | 12/31/2023 |
EDIV | 803 | $26 | 12/31/2023 |
National Bank of Canada FI | 680 | $22 | 12/31/2023 |
EDIV | 680 | $22 | 12/31/2023 |
Focused Wealth Management Inc | 601 | $20 | 12/31/2023 |
EDIV | 601 | $20 | 12/31/2023 |
Tyler Stone Wealth Management | 511 | $17 | 12/31/2023 |
EDIV | 511 | $17 | 12/31/2023 |
Atticus Wealth Management LLC | 480 | $16 | 03/31/2024 |
EDIV | 480 | $16 | 03/31/2024 |
Allworth Financial LP | 442 | $15 | 03/31/2024 |
EDIV | 442 | $15 | 03/31/2024 |
Concord Wealth Partners | 452 | $15 | 12/31/2023 |
EDIV | 452 | $15 | 12/31/2023 |
The PNC Financial Services Group Inc. | 230 | $7 | 12/31/2023 |
EDIV | 230 | $7 | 12/31/2023 |
Proequities Inc. | 225 | $7 | 12/31/2023 |
EDIV | 225 | $7 | 12/31/2023 |
Beacon Capital Management LLC | 236 | $7 | 12/31/2023 |
EDIV | 236 | $7 | 12/31/2023 |
Colonial Trust Co SC | 200 | $7 | 12/31/2023 |
EDIV | 200 | $7 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 186 | $6 | 12/31/2023 |
EDIV | 186 | $6 | 12/31/2023 |
Fortis Group Advisors LLC | 196 | $6 | 12/31/2023 |
EDIV | 196 | $6 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 144 | $5 | 12/31/2023 |
EDIV | 144 | $5 | 12/31/2023 |
US Bancorp DE | 116 | $4 | 12/31/2023 |
EDIV | 116 | $4 | 12/31/2023 |
NBC Securities Inc. | 75 | $3 | 03/31/2024 |
EDIV | 75 | $3 | 03/31/2024 |
Front Row Advisors LLC | 100 | $3 | 12/31/2023 |
EDIV | 100 | $3 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 93 | $3 | 12/31/2023 |
EDIV | 93 | $3 | 12/31/2023 |
FMR LLC | 24 | $1 | 12/31/2023 |
EDIV | 24 | $1 | 12/31/2023 |
TD Waterhouse Canada Inc. | 38 | $1 | 12/31/2023 |
EDIV | 38 | $1 | 12/31/2023 |
See Summary: Institutional Holders of EDIV
See Details: Top 10 Hedge Funds Holding EDIV
Also See: EDIV Holdings Changes
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