DIVZ Institutional Ownership
Polen Dividend Income ETF
1W: -0.9%
1M: -4.2%
3M: -3.5%
YTD: +0.6%
1Y: +1.3%
3Y: +47.5%
5Y: +50.4%
$36.66
+0.27 (+0.74%)
Weekly Expected Move ±1.0%
$36
$36
$37
$37
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DIVZ
26
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
87M
Total Invested
8
New Positions
8
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| ALONGSIDE, LLC | 434,705 | 16M |
| Cambridge Investment Research Advis | 57,594 | 2M |
| GOLDMAN SACHS GROUP INC | 22,672 | 831K |
| Regatta Research & Money Management | 8,858 | 325K |
| Financial Gravity Companies, Inc. | 8,421 | 309K |
| Highland Investment Advisors LLC | 1,005 | 37K |
| Integrated Wealth Concepts LLC | 12 | 0K |
| JPMORGAN CHASE & CO | 7 | 0K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Verity & Verity, LLC | 6,650 | 244K |
| Tower Research Capital LLC (TRC) | 6,505 | 238K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 6,361 | 233K |
| Financial Management Professionals, | 350 | 13K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Weaver Consulting Group | +131,594 | +16.9% | 910,463 |
| Joel Isaacson & Co., LLC | +1,570 | +11.1% | 15,768 |
| UBS Group AG | +742 | +107.2% | 1,434 |
| M3 Advisory Group, LLC | +433 | +2.2% | 20,355 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +226 | +8.3% | 2,948 |
| MORGAN STANLEY | +195 | +19500.0% | 196 |
| TITLEIST ASSET MANAGEMENT, LLC | +90 | +0.0% | 396,150 |
| AE Wealth Management LLC | +1 | +5.9% | 18 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | -3,841,303 | -89.8% | 434,705 |
| OSAIC HOLDINGS, INC. | -3,938 | -25.8% | 11,342 |
| Thrivent Financial for Lutherans | -3,437 | -15.6% | 18,553 |
| JANE STREET GROUP, LLC | -1,351 | -17.5% | 6,350 |
| Financial Gravity Asset Management, | -802 | -8.7% | 8,402 |
| DHJJ Financial Advisors, Ltd. | -28 | -52.8% | 25 |