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Institutional Holders of RDIV

There is a long list of 112 institutional holders of RDIV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of RDIV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-RDIV table below, the initial column indicates the name of each top institutional holder of RDIV, with a link to that fund's top holdings. The next columns indicate the amount of RDIV stock held by each of the institutional holders of RDIV, followed by the RDIV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,332,759$58,242 12/31/2023
     RDIV1,332,759$58,242 12/31/2023
Heartwood Wealth Advisors LLC687,316$31,500 03/31/2024
     RDIV687,316$31,500 03/31/2024
LPL Financial LLC579,411$25,320 12/31/2023
     RDIV579,411$25,320 12/31/2023
Bank of America Corp DE513,638$22,446 12/31/2023
     RDIV513,638$22,446 12/31/2023
Wells Fargo & Company MN315,179$13,773 12/31/2023
     RDIV315,179$13,773 12/31/2023
Northwestern Mutual Wealth Management Co.244,566$10,688 12/31/2023
     RDIV244,566$10,688 12/31/2023
Advisor Group Holdings Inc.234,428$10,245 12/31/2023
     RDIV234,428$10,245 12/31/2023
Private Advisor Group LLC206,781$9,036 12/31/2023
     RDIV206,781$9,036 12/31/2023
UBS Group AG141,504$6,184 12/31/2023
     RDIV141,504$6,184 12/31/2023
Raymond James & Associates115,751$5,058 12/31/2023
     RDIV115,751$5,058 12/31/2023
Raymond James Financial Services Advisors Inc.115,342$5,040 12/31/2023
     RDIV115,342$5,040 12/31/2023
Commonwealth Equity Services LLC105,750$4,621 12/31/2023
     RDIV105,750$4,621 12/31/2023
Rockefeller Capital Management L.P.101,570$4,439 12/31/2023
     RDIV101,570$4,439 12/31/2023
BancorpSouth Bank99,435$4,345 12/31/2023
     RDIV99,435$4,345 12/31/2023
Allworth Financial LP90,480$3,954 12/31/2023
     RDIV90,480$3,954 12/31/2023
Stifel Financial Corp67,407$2,946 12/31/2023
     RDIV67,407$2,946 12/31/2023
Equitable Holdings Inc.56,898$2,486 12/31/2023
     RDIV56,898$2,486 12/31/2023
Ameriprise Financial Inc.55,145$2,410 12/31/2023
     RDIV55,145$2,410 12/31/2023
Avantax Advisory Services Inc.53,033$2,318 12/31/2023
     RDIV53,033$2,318 12/31/2023
Royal Bank of Canada52,418$2,291 12/31/2023
     RDIV52,418$2,291 12/31/2023
Envestnet Asset Management Inc.51,129$2,234 12/31/2023
     RDIV51,129$2,234 12/31/2023
MML Investors Services LLC45,409$1,984 12/31/2023
     RDIV45,409$1,984 12/31/2023
Mercer Global Advisors Inc. ADV42,748$1,868 12/31/2023
     RDIV42,748$1,868 12/31/2023
JPMorgan Chase & Co.42,676$1,865 12/31/2023
     RDIV42,676$1,865 12/31/2023
Truist Financial Corp40,345$1,763 12/31/2023
     RDIV40,345$1,763 12/31/2023
Janney Montgomery Scott LLC38,252$1,672 12/31/2023
     RDIV38,252$1,672 12/31/2023
Sontag Advisory LLC38,000$1,661 12/31/2023
     RDIV38,000$1,661 12/31/2023
AE Wealth Management LLC37,535$1,622 12/31/2023
     RDIV37,535$1,622 12/31/2023
HighTower Advisors LLC36,745$1,606 12/31/2023
     RDIV36,745$1,606 12/31/2023
J.W. Cole Advisors Inc.31,533$1,378 12/31/2023
     RDIV31,533$1,378 12/31/2023
Tanglewood Legacy Advisors LLC27,650$1,267 03/31/2024
     RDIV27,650$1,267 03/31/2024
GWM Advisors LLC26,506$1,158 12/31/2023
     RDIV26,506$1,158 12/31/2023
Atria Wealth Solutions Inc.25,674$1,122 12/31/2023
     RDIV25,674$1,122 12/31/2023
Captrust Financial Advisors23,057$1,008 12/31/2023
     RDIV23,057$1,008 12/31/2023
Cetera Investment Advisers20,473$895 12/31/2023
     RDIV20,473$895 12/31/2023
FinTrust Capital Advisors LLC18,617$814 12/31/2023
     RDIV18,617$814 12/31/2023
Stratos Wealth Partners LTD.17,400$797 03/31/2024
     RDIV17,400$797 03/31/2024
Cambridge Investment Research Advisors Inc.17,459$763 12/31/2023
     RDIV17,459$763 12/31/2023
WCG Wealth Advisors LLC16,316$713 12/31/2023
     RDIV16,316$713 12/31/2023
Stephens Inc. AR15,942$697 12/31/2023
     RDIV15,942$697 12/31/2023
Ethos Financial Group LLC14,279$624 12/31/2023
     RDIV14,279$624 12/31/2023
Citadel Advisors LLC13,366$584 12/31/2023
     RDIV13,366$584 12/31/2023
CIBC Private Wealth Group LLC12,834$561 12/31/2023
     RDIV12,834$561 12/31/2023
Raymond James Trust N.A.12,485$546 12/31/2023
     RDIV12,485$546 12/31/2023
Herold Advisors Inc.12,274$536 12/31/2023
     RDIV12,274$536 12/31/2023
Jane Street Group LLC11,608$507 12/31/2023
     RDIV11,608$507 12/31/2023
Meitav Dash Investments Ltd.11,270$492 12/31/2023
     RDIV11,270$492 12/31/2023
IFG Advisory LLC11,159$488 12/31/2023
     RDIV11,159$488 12/31/2023
Wealth Enhancement Advisory Services LLC10,554$484 03/31/2024
     RDIV10,554$484 03/31/2024
Cetera Advisors LLC10,725$469 12/31/2023
     RDIV10,725$469 12/31/2023

See All: Funds Holding RDIV
See Details: Top 10 Hedge Funds Holding RDIV
Also See: RDIV Holdings Changes

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