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DIV Holdings Changes image
This page summarizes the DIV holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2020 period, comparing share count change from 12/31/2019 to 3/31/2020. Share count is compared over these two periods to provide an indication of whether DIV is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2019
 Share Count 
3/31/2020
 Share Count 
Change% Change
13F Filers Increasing DIV Share Count
Citadel Advisors LLC 17,423 474,723 +457,300 +2624.69%
Royal Bank of Canada 2,850 48,140 +45,290 +1589.12%
Verus Capital Partners LLC 268 836 +568 +211.94%
Stratos Wealth Partners LTD. 26,174 47,883 +21,709 +82.94%
UBS Group AG 83,165 141,016 +57,851 +69.56%
Arkfeld Wealth Strategies L.L.C. 28,011 41,811 +13,800 +49.27%
Vicus Capital 22,112 26,159 +4,047 +18.30%
Commonwealth Equity Services LLC 87,965 102,286 +14,321 +16.28%
Sugarloaf Wealth Management LLC 2,858 3,235 +377 +13.19%
Stifel Financial Corp 40,275 44,631 +4,356 +10.82%
Cambridge Investment Research Advisors Inc. 121,617 134,540 +12,923 +10.63%
NEXT Financial Group Inc 3,541 3,890 +349 +9.86%
First Allied Advisory Services Inc. 14,381 15,258 +877 +6.10%
Sigma Planning Corp 10,532 11,096 +564 +5.36%
Mirae Asset Global Investments Co. Ltd. 168,150 177,100 +8,950 +5.32%
Wedbush Securities Inc. 32,424 34,038 +1,614 +4.98%
MML Investors Services LLC 14,578 15,002 +424 +2.91%
Citigroup Inc. 10,000 10,200 +200 +2.00%
13F Filers Reporting New Positions In DIV
Proequities Inc. 0 2,440 +2,440 +100%
IFP Advisors Inc 0 0 UNCH 100%
PNC Financial Services Group Inc. 0 6,000 +6,000 +100%
HC Financial Advisors Inc. 0 90 +90 +100%
Creative Financial Designs Inc. ADV 0 825 +825 +100%
Ameritas Investment Company LLC 0 2,224 +2,224 +100%
MUFG Americas Holdings Corp 0 3,190 +3,190 +100%
Northwestern Mutual Wealth Management Co. 0 415 +415 +100%
Regions Financial Corp 0 27,775 +27,775 +100%
Janney Montgomery Scott LLC 0 24,545 +24,545 +100%
Susquehanna International Group LLP 0 64,292 +64,292 +100%
Jane Street Group LLC 0 76,723 +76,723 +100%
Advisor Group Holdings Inc. 0 49,531 +49,531 +100%
Claraphi Advisory Network LLC 0 11,986 +11,986 +100%
Truvestments Capital LLC 0 1,385 +1,385 +100%
MBE Wealth Management LLC 0 1,021 +1,021 +100%
Orion Portfolio Solutions LLC 0 17 +17 +100%
13F Filers With Unchanged Share Count
US Bancorp DE 168 168 UNCH 0.00%
Huntington National Bank 960 960 UNCH 0.00%
FMR LLC 1 1 UNCH 0.00%
Prudential PLC 339,000 339,000 UNCH 0.00%
CWM LLC 4,275 4,275 UNCH 0.00%
Hudock Inc. 250 250 UNCH 0.00%
Capital Investment Advisory Services LLC 4,000 4,000 UNCH 0.00%
Flagship Harbor Advisors LLC 43 43 UNCH 0.00%
Stonebridge Financial Planning Group LLC 17,500 17,500 UNCH 0.00%
13F Filers Decreasing DIV Share Count
Sofos Investments Inc. 7,195 132 -7,063 -98.17%
Lloyd Advisory Services LLC. 117,539 2,498 -115,041 -97.87%
Meeder Asset Management Inc. 273 17 -256 -93.77%
Arete Wealth Management LLC 119,701 42,965 -76,736 -64.11%
Bank of America Corp DE 553,405 203,240 -350,165 -63.27%
Rockefeller Capital Management L.P. 2,021 912 -1,109 -54.87%
Advisory Services Network LLC 1,476 945 -531 -35.98%
QS Investors LLC 1,378,457 947,765 -430,692 -31.24%
Wells Fargo & Company MN 117,195 86,163 -31,032 -26.48%
Envestnet Asset Management Inc. 150,787 112,413 -38,374 -25.45%
Sawtooth Solutions LLC 1,412,280 1,144,695 -267,585 -18.95%
Morgan Stanley 571,237 467,826 -103,411 -18.10%
AE Wealth Management LLC 1,457,055 1,217,995 -239,060 -16.41%
Sowell Financial Services LLC 1,426 1,210 -216 -15.15%
PFS Investments Inc. 382,028 349,155 -32,873 -8.60%
Raymond James & Associates 31,515 28,865 -2,650 -8.41%
LPL Financial LLC 153,236 146,135 -7,101 -4.63%
Truist Financial Corp 75,031 72,093 -2,938 -3.92%
Creative Planning 26,977 26,785 -192 -0.71%
Cetera Advisor Networks LLC 113,535 112,802 -733 -0.65%
Scotia Capital Inc. 116,475 115,748 -727 -0.62%
Global Wealth Management Investment Advisory Inc. 5,445 5,431 -14 -0.26%
Joseph P. Lucia & Associates LLC 83,634 83,435 -199 -0.24%
13F Filers Exiting DIV
Tobias Financial Advisors Inc. 10,929 0 -10,929 -100.00%
MONECO Advisors LLC 8,824 0 -8,824 -100.00%
AJ Wealth Strategies LLC 17,877 0 -17,877 -100.00%
Claybrook Capital LLC 53,300 0 -53,300 -100.00%
Nvwm LLC 1,536 0 -1,536 -100.00%
RFG Advisory LLC 35,000 0 -35,000 -100.00%
Sunbelt Securities Inc. 3,970 0 -3,970 -100.00%
Advisory Alpha LLC 439 0 -439 -100.00%
Lenox Wealth Advisors LLC 130 0 -130 -100.00%
Eqis Capital Management Inc. 122,305 0 -122,305 -100.00%
Prospera Financial Services Inc 9,735 0 -9,735 -100.00%
Raymond James Financial Services Advisors Inc. 9,215 0 -9,215 -100.00%
J.W. Cole Advisors Inc. 56,552 0 -56,552 -100.00%
Renaissance Technologies LLC 16,187 0 -16,187 -100.00%
Bank of Montreal Can 100 0 -100 -100.00%
Centaurus Financial Inc. 5,057 0 -5,057 -100.00%
Salem Investment Counselors Inc. 582 0 -582 -100.00%
Fifth Third Bancorp 944 0 -944 -100.00%
JPMorgan Chase & Co. 40,526 0 -40,526 -100.00%

See Summary: Institutional Holders of DIV
See Details: Top 10 Hedge Funds Holding DIV

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