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EDIV Institutional Ownership

State Street SPDR S&P Emerging Markets Dividend ETF
1W: -2.2% 1M: -4.6% 3M: -5.0% YTD: +1.9% 1Y: +3.0% 3Y: +46.0% 5Y: +61.0%
$39.91
+0.08 (+0.20%)
 
Weekly Expected Move ±1.5%
$39 $39 $40 $41 $41
ETF AMEX · AUM $1.2B

Institutional Ownership — EDIV

236
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
860M
Total Invested
30
New Positions
104
Increased
67
Reduced
17
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (244 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 2,147,252 86M +402,510 +23.1% 54Q SEC ↗
2 BANK OF AMERICA CORP /DE 1,993,638 80M +236,166 +13.4% 15Q SEC ↗
3 MORGAN STANLEY 1,437,964 57M +81,849 +6.0% 60Q SEC ↗
4 Trust Co 1,400,471 56M -10,221 -0.7% 6Q SEC ↗
5 WELLS FARGO & COMPANY/MN 1,322,184 53M +74,811 +6.0% 62Q SEC ↗
6 Comprehensive Wealth Management, LLC 690,557 28M +52,194 +8.2% 6Q SEC ↗
7 OLD MISSION CAPITAL LLC 567,745 23M +337,343 +146.4% 3Q SEC ↗
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 529,570 21M -32,581 -5.8% 23Q SEC ↗
9 AMERIPRISE FINANCIAL INC 490,614 20M +37,806 +8.3% 16Q SEC ↗
10 ROYAL BANK OF CANADA 438,821 18M +52,220 +13.5% 60Q SEC ↗
11 RAYMOND JAMES FINANCIAL INC 410,325 16M +12,489 +3.1% 7Q SEC ↗
12 Drake & Associates, LLC 402,997 16M +41,311 +11.4% 9Q SEC ↗
13 Cetera Investment Advisers 393,938 16M -1,129,621 -74.1% 10Q SEC ↗
14 COMMONWEALTH EQUITY SERVICES, LLC 354,516 14M +27,205 +8.3% 13Q SEC ↗
15 UBS Group AG 318,312 13M +26,105 +8.9% 47Q SEC ↗
16 ENVESTNET ASSET MANAGEMENT INC 311,928 12M -2,323 -0.7% 42Q SEC ↗
17 Keudell/Morrison Wealth Management 303,249 12M +92,050 +43.6% 2Q SEC ↗
18 swisspartners Advisors Ltd 283,700 11M +810 +0.3% 8Q SEC ↗
19 JANE STREET GROUP, LLC 271,579 11M +122,964 +82.7% 37Q SEC ↗
20 Bond & Devick Financial Network, Inc. 265,297 11M +9,039 +3.5% 8Q SEC ↗
21 M&T Bank Corp 264,304 11M -4,059 -1.5% 20Q SEC ↗
22 Plan Group Financial, LLC 260,012 10M +32,577 +14.3% 6Q SEC ↗
23 MML INVESTORS SERVICES, LLC 255,221 10M +36,263 +16.6% 13Q SEC ↗
24 Kingsview Wealth Management, LLC 250,887 10M +213,114 +564.2% 4Q SEC ↗
25 WCG Wealth Advisors LLC 245,009 10M +14,746 +6.4% 3Q SEC ↗
26 Concurrent Investment Advisors, LLC 214,873 9M -7,666 -3.4% 11Q SEC ↗
27 Three Cord True Wealth Management, LLC 210,909 8M +14,308 +7.3% 7Q SEC ↗
28 CENTAURUS FINANCIAL, INC. 209,455 8M +1,787 +0.9% 9Q SEC ↗
29 KESTRA PRIVATE WEALTH SERVICES, LLC 197,794 8M +10,027 +5.3% 9Q SEC ↗
30 AE Wealth Management LLC 191,018 8M -7,890 -4.0% 38Q SEC ↗
31 TITLEIST ASSET MANAGEMENT, LLC 179,521 7M +8,317 +4.9% 10Q SEC ↗
32 Cambridge Investment Research Advisors 178,952 7M +6,590 +3.8% 14Q SEC ↗
33 Tower Wealth Partners, Inc. 172,907 7M +3,702 +2.2% 9Q SEC ↗
34 Ameritas Advisory Services, LLC 150,952 6M +110,148 +269.9% 5Q SEC ↗
35 Anderson Financial Strategies, LLC 138,195 6M +5,794 +4.4% 7Q SEC ↗
36 Fifth Third Securities, Inc. 133,735 5M +11,404 +9.3% 2Q SEC ↗
37 Cyr Financial Inc. 123,882 5M +8,479 +7.3% 3Q SEC ↗
38 Redhawk Wealth Advisors, Inc. 122,331 5M -5,122 -4.0% 13Q SEC ↗
39 HighTower Advisors, LLC 121,711 5M +7,402 +6.5% 4Q SEC ↗
40 CITADEL ADVISORS LLC 108,274 4M +93,249 +620.6% 4Q SEC ↗
41 Cassia Capital Partners, LLC 103,332 4M +950 +0.9% 4Q SEC ↗
42 WEALTH ENHANCEMENT ADVISORY SERVICES, 91,936 4M +7,893 +9.4% 5Q SEC ↗
43 OSAIC HOLDINGS, INC. 91,224 4M +16,598 +22.2% 26Q SEC ↗
44 IFP Advisors, Inc 90,190 4M -6,045 -6.3% 28Q SEC ↗
45 Columbia River Financial Group, LLC 89,112 4M +3,372 +3.9% 7Q SEC ↗
46 Premier Path Wealth Partners, LLC 88,432 4M +21,318 +31.8% 11Q SEC ↗
47 Cornerstone National Bank & Trust Co 82,708 3M +41,217 +99.3% 2Q SEC ↗
48 JPMORGAN CHASE & CO 78,830 3M +3,790 +5.1% 4Q SEC ↗
49 First Heartland Consultants, Inc. 78,382 3M +7,234 +10.2% 8Q SEC ↗
50 Vise Technologies, Inc. 70,368 3M +46,189 +191.0% 3Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +402,510 +23.1% 2,147,252
OLD MISSION CAPITAL LLC +337,343 +146.4% 567,745
BANK OF AMERICA CORP /DE +236,166 +13.4% 1,993,638
Kingsview Wealth Management, LLC +213,114 +564.2% 250,887
JANE STREET GROUP, LLC +122,964 +82.7% 271,579
Ameritas Advisory Services, LLC +110,148 +269.9% 150,952
CITADEL ADVISORS LLC +93,249 +620.6% 108,274
Keudell/Morrison Wealth Management +92,050 +43.6% 303,249
MORGAN STANLEY +81,849 +6.0% 1,437,964
WELLS FARGO & COMPANY/MN +74,811 +6.0% 1,322,184
ROYAL BANK OF CANADA +52,220 +13.5% 438,821
Comprehensive Wealth Management, LL +52,194 +8.2% 690,557
Vise Technologies, Inc. +46,189 +191.0% 70,368
Drake & Associates, LLC +41,311 +11.4% 402,997
Cornerstone National Bank & Trust C +41,217 +99.3% 82,708
O'SHAUGHNESSY ASSET MANAGEMENT, LLC +38,774 +776.9% 43,765
AMERIPRISE FINANCIAL INC +37,806 +8.3% 490,614
MML INVESTORS SERVICES, LLC +36,263 +16.6% 255,221
Plan Group Financial, LLC +32,577 +14.3% 260,012
PRINCIPAL SECURITIES, INC. +30,736 +84.7% 67,008
Biggest Decreases (20)
HolderReducedChange %Total Shares
Cetera Investment Advisers -1,129,621 -74.1% 393,938
Steward Partners Investment Advisor -230,397 -99.0% 2,254
CREATIVE FINANCIAL DESIGNS INC /ADV -123,964 -65.8% 64,544
WealthShield Partners, LLC -55,332 -99.8% 108
OneAscent Financial Services LLC -52,701 -87.9% 7,269
Rodgers & Associates, LTD -39,487 -73.4% 14,301
NORTHWESTERN MUTUAL WEALTH MANAGEME -32,581 -5.8% 529,570
Private Advisor Group, LLC -23,381 -70.9% 9,601
TRUIST FINANCIAL CORP -21,350 -36.5% 37,126
Able Wealth Management LLC -17,288 -29.8% 40,636
Trust Co -10,221 -0.7% 1,400,471
Trademark Financial Management, LLC -8,399 -42.3% 11,463
AE Wealth Management LLC -7,890 -4.0% 191,018
Concurrent Investment Advisors, LLC -7,666 -3.4% 214,873
IFP Advisors, Inc -6,045 -6.3% 90,190
Redhawk Wealth Advisors, Inc. -5,122 -4.0% 122,331
M&T Bank Corp -4,059 -1.5% 264,304
Advisory Services Network, LLC -3,001 -12.1% 21,725
Old Port Advisors -2,448 -4.4% 53,664
ROMAN BUTLER FULLERTON & CO -2,420 -29.6% 5,749

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms