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Funds Holding EDIV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC780,177$25,153 12/31/2023
     EDIV780,177$25,153 12/31/2023
Morgan Stanley494,615$16,085 12/31/2023
     EDIV494,615$16,085 12/31/2023
M&T Bank Corp332,943$10,827 12/31/2023
     EDIV332,943$10,827 12/31/2023
Royal Bank of Canada301,195$9,796 12/31/2023
     EDIV301,195$9,796 12/31/2023
Jane Street Group LLC290,330$9,442 12/31/2023
     EDIV290,330$9,442 12/31/2023
Wells Fargo & Company MN285,331$9,279 12/31/2023
     EDIV285,331$9,279 12/31/2023
UBS Group AG271,142$8,818 12/31/2023
     EDIV271,142$8,818 12/31/2023
Concurrent Investment Advisors LLC265,507$8,634 12/31/2023
     EDIV265,507$8,634 12/31/2023
Raymond James Financial Services Advisors Inc.251,859$8,440 03/31/2024
     EDIV251,859$8,440 03/31/2024
Systelligence LLC185,027$6,200 03/31/2024
     EDIV185,027$6,200 03/31/2024
SMI Advisory Services LLC179,025$6,039 03/31/2024
     EDIV179,025$6,039 03/31/2024
Bank of Montreal Can170,949$5,570 12/31/2023
     EDIV170,949$5,570 12/31/2023
Bank of America Corp DE170,051$5,530 12/31/2023
     EDIV170,051$5,530 12/31/2023
LPL Financial LLC163,809$5,327 12/31/2023
     EDIV163,809$5,327 12/31/2023
Avestar Capital LLC152,400$4,956 12/31/2023
     EDIV152,400$4,956 12/31/2023
Envestnet Asset Management Inc.122,286$3,977 12/31/2023
     EDIV122,286$3,977 12/31/2023
WealthShield Partners LLC70,492$2,292 12/31/2023
     EDIV70,492$2,292 12/31/2023
Premier Path Wealth Partners LLC66,348$2,232 03/31/2024
     EDIV66,348$2,232 03/31/2024
Truist Financial Corp68,548$2,229 12/31/2023
     EDIV68,548$2,229 12/31/2023
Financial Management Professionals Inc.66,358$2,224 03/31/2024
     EDIV66,358$2,224 03/31/2024
Mariner LLC64,153$2,086 12/31/2023
     EDIV64,153$2,086 12/31/2023
Insight Advisors LLC PA57,923$1,884 12/31/2023
     EDIV57,923$1,884 12/31/2023
Nations Financial Group Inc. IA ADV55,494$1,860 03/31/2024
     EDIV55,494$1,860 03/31/2024
OLD Mission Capital LLC50,056$1,628 12/31/2023
     EDIV50,056$1,628 12/31/2023
Northwestern Mutual Wealth Management Co.49,143$1,598 12/31/2023
     EDIV49,143$1,598 12/31/2023
B.O.S.S. Retirement Advisors LLC45,516$1,480 12/31/2023
     EDIV45,516$1,480 12/31/2023
Advisor Group Holdings Inc.44,334$1,442 12/31/2023
     EDIV44,334$1,442 12/31/2023
Redhawk Wealth Advisors Inc.43,925$1,428 12/31/2023
     EDIV43,925$1,428 12/31/2023
Asset Dedication LLC39,064$1,308 03/31/2024
     EDIV39,064$1,308 03/31/2024
Connectus Wealth LLC39,239$1,276 12/31/2023
     EDIV39,239$1,276 12/31/2023
Goldman Sachs Group Inc.36,590$1,190 12/31/2023
     EDIV36,590$1,190 12/31/2023
Stratos Wealth Advisors LLC35,056$1,175 03/31/2024
     EDIV35,056$1,175 03/31/2024
FDx Advisors Inc.36,059$1,173 12/31/2023
     EDIV36,059$1,173 12/31/2023
Invesco Ltd.32,578$1,059 12/31/2023
     EDIV32,578$1,059 12/31/2023
MML Investors Services LLC32,341$1,052 12/31/2023
     EDIV32,341$1,052 12/31/2023
Cetera Advisors LLC29,861$971 12/31/2023
     EDIV29,861$971 12/31/2023
Gladstone Institutional Advisory LLC27,480$894 12/31/2023
     EDIV27,480$894 12/31/2023
BNP Paribas Arbitrage SA23,420$762 12/31/2023
     EDIV23,420$762 12/31/2023
Equitable Holdings Inc.22,824$742 12/31/2023
     EDIV22,824$742 12/31/2023
Ameriprise Financial Inc.22,247$723 12/31/2023
     EDIV22,247$723 12/31/2023
Commonwealth Equity Services LLC21,900$712 12/31/2023
     EDIV21,900$712 12/31/2023
Raymond James & Associates20,611$691 03/31/2024
     EDIV20,611$691 03/31/2024
Allianz Asset Management GmbH17,000$553 12/31/2023
     EDIV17,000$553 12/31/2023
Maryland Capital Advisors Inc.16,259$545 03/31/2024
     EDIV16,259$545 03/31/2024
Slagle Financial LLC16,554$538 12/31/2023
     EDIV16,554$538 12/31/2023
Financial Advocates Investment Management16,382$533 12/31/2023
     EDIV16,382$533 12/31/2023
Cambridge Investment Research Advisors Inc.15,705$526 03/31/2024
     EDIV15,705$526 03/31/2024
Authentikos Wealth Advisory LLC13,386$435 12/31/2023
     EDIV13,386$435 12/31/2023
Samalin Investment Counsel LLC12,265$399 12/31/2023
     EDIV12,265$399 12/31/2023
Nomura Asset Management Co. Ltd.12,246$398 12/31/2023
     EDIV12,246$398 12/31/2023
Atria Wealth Solutions Inc.12,189$396 12/31/2023
     EDIV12,189$396 12/31/2023
Envestnet Portfolio Solutions Inc.12,155$395 12/31/2023
     EDIV12,155$395 12/31/2023
Rodgers & Associates LTD11,830$385 12/31/2023
     EDIV11,830$385 12/31/2023
Private Advisor Group LLC11,659$379 12/31/2023
     EDIV11,659$379 12/31/2023
Cetera Advisor Networks LLC11,521$375 12/31/2023
     EDIV11,521$375 12/31/2023
IFP Advisors Inc10,719$349 12/31/2023
     EDIV10,719$349 12/31/2023
GSA Capital Partners LLP10,641$346 12/31/2023
     EDIV10,641$346 12/31/2023
Smartleaf Asset Management LLC10,072$325 12/31/2023
     EDIV10,072$325 12/31/2023
Global Strategic Investment Solutions LLC9,602$312 12/31/2023
     EDIV9,602$312 12/31/2023
Cherry Tree Wealth Management LLC9,265$301 12/31/2023
     EDIV9,265$301 12/31/2023
Crescent Grove Advisors LLC9,127$297 12/31/2023
     EDIV9,127$297 12/31/2023
Foundations Investment Advisors LLC8,918$287 12/31/2023
     EDIV8,918$287 12/31/2023
Wealthsource Partners LLC8,330$271 12/31/2023
     EDIV8,330$271 12/31/2023
Miracle Mile Advisors LLC8,022$269 03/31/2024
     EDIV8,022$269 03/31/2024
Csenge Advisory Group7,292$237 12/31/2023
     EDIV7,292$237 12/31/2023
Financial Advisory Partners LLC7,002$235 03/31/2024
     EDIV7,002$235 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,378$207 12/31/2023
     EDIV6,378$207 12/31/2023
Gradient Investments LLC5,093$171 03/31/2024
     EDIV5,093$171 03/31/2024
Pineridge Advisors LLC3,967$129 12/31/2023
     EDIV3,967$129 12/31/2023
Comerica Bank2,743$89 12/31/2023
     EDIV2,743$89 12/31/2023
Geneos Wealth Management Inc.2,447$80 12/31/2023
     EDIV2,447$80 12/31/2023
Farther Finance Advisors LLC2,363$77 12/31/2023
     EDIV2,363$77 12/31/2023
Private Trust Co. NA1,455$49 03/31/2024
     EDIV1,455$49 03/31/2024
Blair William & Co. IL1,502$49 12/31/2023
     EDIV1,502$49 12/31/2023
Horrell Capital Management Inc.1,222$41 03/31/2024
     EDIV1,222$41 03/31/2024
Deutsche Bank AG1,068$35 12/31/2023
     EDIV1,068$35 12/31/2023
Anchor Investment Management LLC950$31 12/31/2023
     EDIV950$31 12/31/2023
Cullen Frost Bankers Inc.803$26 12/31/2023
     EDIV803$26 12/31/2023
National Bank of Canada FI680$22 12/31/2023
     EDIV680$22 12/31/2023
Focused Wealth Management Inc601$20 12/31/2023
     EDIV601$20 12/31/2023
Tyler Stone Wealth Management511$17 12/31/2023
     EDIV511$17 12/31/2023
Atticus Wealth Management LLC480$16 03/31/2024
     EDIV480$16 03/31/2024
Allworth Financial LP442$15 03/31/2024
     EDIV442$15 03/31/2024
Concord Wealth Partners452$15 12/31/2023
     EDIV452$15 12/31/2023
The PNC Financial Services Group Inc.230$7 12/31/2023
     EDIV230$7 12/31/2023
Proequities Inc.225$7 12/31/2023
     EDIV225$7 12/31/2023
Beacon Capital Management LLC236$7 12/31/2023
     EDIV236$7 12/31/2023
Colonial Trust Co SC200$7 12/31/2023
     EDIV200$7 12/31/2023
O Shaughnessy Asset Management LLC186$6 12/31/2023
     EDIV186$6 12/31/2023
Fortis Group Advisors LLC196$6 12/31/2023
     EDIV196$6 12/31/2023
Atlantic Edge Private Wealth Management LLC144$5 12/31/2023
     EDIV144$5 12/31/2023
US Bancorp DE116$4 12/31/2023
     EDIV116$4 12/31/2023
NBC Securities Inc.75$3 03/31/2024
     EDIV75$3 03/31/2024
Front Row Advisors LLC100$3 12/31/2023
     EDIV100$3 12/31/2023
Global Wealth Management Investment Advisory Inc.93$3 12/31/2023
     EDIV93$3 12/31/2023
FMR LLC24$1 12/31/2023
     EDIV24$1 12/31/2023
TD Waterhouse Canada Inc.38$1 12/31/2023
     EDIV38$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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