WDIV(WDIV)
WDIV
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| AE Wealth Management LLC | 246.74K | Jun 30, 26 | -8.08K | 7.85% |
| LPL Financial LLC | 130.84K | Jun 30, 26 | +133 | 4.16% |
| Kingsview Wealth Management, LLC | 118.64K | Jun 30, 26 | +118.64K | 3.77% |
| BANK OF AMERICA CORP /DE/ | 116.22K | Jun 30, 26 | +27.74K | 3.70% |
| MORGAN STANLEY | 111.61K | Jun 30, 26 | -7.03K | 3.55% |
| STATE STREET CORP | 87.60K | Jun 30, 26 | -- | 2.79% |
| CI Private Wealth, LLC | 50.58K | Jun 30, 26 | -374 | 1.61% |
| RAYMOND JAMES FINANCIAL INC | 49.33K | Jun 30, 26 | +7.67K | 1.57% |
| AMERIPRISE FINANCIAL INC | 38.09K | Jun 30, 26 | -599 | 1.21% |
| Wealthspire Advisors, LLC | 35.59K | Jun 30, 26 | -- | 1.13% |
| ROYAL BANK OF CANADA | 29.43K | Jun 30, 26 | -1.33K | 0.94% |
| Mariner, LLC | 29.02K | Jun 30, 26 | -1.11K | 0.92% |
| CITIGROUP INC | 25.06K | Jun 30, 26 | +9.16K | 0.80% |
| CAPTRUST FINANCIAL ADVISORS | 19.72K | Jun 30, 26 | +31 | 0.63% |
| Seneca Financial Advisors LLC | 18.42K | Jun 30, 26 | +122 | 0.59% |
| KINGSWOOD WEALTH ADVISORS, LLC | 16.08K | Jun 30, 26 | +34 | 0.51% |
| RICHARDS, MERRILL & PETERSON, INC. | 15.72K | Jun 30, 26 | +1.15K | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 15.19K | Jun 30, 26 | +24 | 0.48% |
| TRUIST FINANCIAL CORP | 13.75K | Jun 30, 26 | +34 | 0.44% |
| Key Capital Management, INC | 13.45K | Jun 30, 26 | +1.41K | 0.43% |
| AQR CAPITAL MANAGEMENT LLC | 12.37K | Jun 30, 26 | -168 | 0.39% |
| Crescent Sterling, Ltd. | 10.38K | Jun 30, 26 | +491 | 0.33% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.75K | Jun 30, 26 | -295 | 0.31% |
| BROWN BROTHERS HARRIMAN & CO | 8.74K | Jun 30, 26 | -- | 0.28% |
| LifeWealth Investments, LLC | 7.05K | Jun 30, 26 | -277 | 0.22% |
| Simplicity Wealth,LLC | 6.66K | Jun 30, 26 | +362 | 0.21% |
| Compagnie Lombard Odier SCmA | 6.29K | Jun 30, 26 | -585 | 0.20% |
| GOLDMAN SACHS GROUP INC | 5.88K | Jun 30, 26 | +5.88K | 0.19% |
| B.O.S.S. Retirement Advisors, LLC | 5.67K | Jun 30, 26 | -853 | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 5.45K | Jun 30, 26 | +2.38K | 0.17% |
| Quest 10 Wealth Builders, Inc. | 5.07K | Jun 30, 26 | -88 | 0.16% |
| Cetera Investment Advisers | 4.80K | Jun 30, 26 | -355 | 0.15% |
| Foundations Investment Advisors, LLC | 4.76K | Jun 30, 26 | -76 | 0.15% |
| Allie Family Office LLC | 4.46K | Jun 30, 26 | -- | 0.14% |
| Farther Finance Advisors, LLC | 4.27K | Jun 30, 26 | +1.55K | 0.14% |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 4.19K | Jun 30, 26 | +1 | 0.13% |
| CIBC Bancorp USA Inc. | 4.00K | Jun 30, 26 | -- | 0.13% |
| UBS Group AG | 3.69K | Jun 30, 26 | -2.00K | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 3.59K | Jun 30, 26 | -- | 0.11% |
| Kestra Advisory Services, LLC | 3.31K | Jun 30, 26 | -152 | 0.11% |
| WELLS FARGO & COMPANY/MN | 3.23K | Jun 30, 26 | +3.23K | 0.10% |
| Janney Montgomery Scott LLC | 3.14K | Jun 30, 26 | -- | 0.10% |
| Richardson Capital Management LLC | 3.09K | Jun 30, 26 | -- | 0.10% |
| Rockefeller Capital Management L.P. | 3.01K | Jun 30, 26 | -11 | 0.10% |
| Accordant Advisory Group Inc | 2.99K | Jun 30, 26 | -35 | 0.10% |
| Private Advisor Group, LLC | 2.87K | Jun 30, 26 | +30 | 0.09% |
| Kingdom Financial Group LLC. | 2.81K | Jun 30, 26 | +39 | 0.09% |
| FLP Wealth Management, LLC | 2.75K | Jun 30, 26 | +2.75K | 0.09% |
| STIFEL FINANCIAL CORP | 2.64K | Jun 30, 26 | +21 | 0.08% |
| Centennial Advisors, LLC | 2.52K | Jun 30, 26 | -187 | 0.08% |
| Larson Financial Group LLC | 2.36K | Jun 30, 26 | +30 | 0.07% |
| Key FInancial Inc | 2.33K | Jun 30, 26 | -- | 0.07% |
| Lloyd Advisory Services, LLC. | 1.89K | Jun 30, 26 | -880 | 0.06% |
| BARCLAYS PLC | 1.88K | Jun 30, 26 | -- | 0.06% |
| FMR LLC | 1.83K | Jun 30, 26 | +927 | 0.06% |
| COMPASS FINANCIAL MANAGEMENT LLC | 1.64K | Jun 30, 26 | +1.64K | 0.05% |
| Raleigh Capital Management Inc. | 1.63K | Jun 30, 26 | +197 | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 1.50K | Jun 30, 26 | -117 | 0.05% |
| Ameritas Advisory Services, LLC | 1.44K | Jun 30, 26 | +1.44K | 0.05% |
| Cornerstone Planning Group LLC | 948 | Jun 30, 26 | +17 | 0.03% |
| FIFTH THIRD BANCORP | 789 | Jun 30, 26 | -11 | 0.03% |
| PRIVATE TRUST CO NA | 635 | Jun 30, 26 | -- | 0.02% |
| BlackRock, Inc. | 590 | Jun 30, 26 | -- | 0.02% |
| HARBOR INVESTMENT ADVISORY, LLC | 565 | Jun 30, 26 | -- | 0.02% |
| Steward Partners Investment Advisory, LLC | 414 | Jun 30, 26 | -- | 0.01% |
| SBI Securities Co., Ltd. | 384 | Jun 30, 26 | +48 | 0.01% |
| Federation des caisses Desjardins du Quebec | 300 | Jun 30, 26 | -- | 0.01% |
| Montgomery Financial Services LLC | 244 | Jun 30, 26 | +244 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 232 | Jun 30, 26 | +232 | 0.01% |
| Networth Advisors, LLC | 229 | Jun 30, 26 | +6 | 0.01% |
| Tidemark, LLC | 223 | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 220 | Jun 30, 26 | +220 | 0.01% |
| BLAIR WILLIAM & CO/IL | 200 | Jun 30, 26 | -- | 0.01% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 159 | Jun 30, 26 | +159 | 0.01% |
| Triumph Capital Management | 154 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 145 | Jun 30, 26 | +2 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 144 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 129 | Jun 30, 26 | +3 | 0.00% |
| FAS Wealth Partners, Inc. | 121 | Jun 30, 26 | +1 | 0.00% |
| JPMORGAN CHASE & CO | 84 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 56 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 22 | Jun 30, 26 | +22 | 0.00% |
| Aptus Capital Advisors, LLC | 22 | Jun 30, 26 | +22 | 0.00% |
| Sterling Capital Management LLC | 13 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | -- | Jun 30, 26 | -100 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -585 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -58.80K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -19.16K | -- |
| NewEdge Advisors, LLC | -- | Jun 30, 26 | -4 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -4 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -9.40K | -- |
| KKM Financial LLC | -- | Jun 30, 26 | -55.15K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -19.37K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -225 | -- |
| Crews Bank & Trust | -- | Jun 30, 26 | -1.84K | -- |
| GLENMEDE TRUST CO NA | -- | Jun 30, 26 | -2.18K | -- |
| CWM, LLC | 965 | Mar 31, 26 | -- | 0.03% |
| CIBC Private Wealth Group, LLC | 4.00K | Dec 31, 25 | -- | 0.13% |
| COMERICA BANK | 824 | Dec 31, 25 | -- | 0.03% |
| New Millennium Group LLC | 26 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -94 | -- |
| Vantage Financial Partners, LLC | -- | Dec 31, 25 | -5.09K | -- |
| Pineridge Advisors LLC | 316 | Sep 30, 25 | -98 | 0.01% |
| Guerra Advisors Inc | 50 | Sep 30, 25 | +50 | 0.00% |
| Savoie Capital LLC | 74.19K | Jun 30, 25 | -- | 2.36% |
| AVANTAX ADVISORY SERVICES, INC. | 8.34K | Jun 30, 25 | -350 | 0.27% |
| Householder Group Estate & Retirement Specialist, LLC | 352 | Dec 31, 24 | +4 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 15.15K | Sep 30, 24 | +3.87K | 0.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2.35K | Jun 30, 24 | -- | 0.07% |
| BlackRock Inc. | 947 | Jun 30, 24 | -117 | 0.03% |
| Mango Investments LLC | 74.19K | Mar 31, 24 | -- | 2.36% |
| Retirement Group, LLC | 477 | Mar 31, 24 | -92 | 0.02% |
| Intercontinental Wealth Advisors, LLC | 88.40K | Jun 30, 23 | +522 | 2.81% |
| Quantitative Advantage, LLC | 27.76K | Mar 31, 23 | +6.05K | 0.88% |
| Ahrens Investment Partners LLC | 150 | Mar 31, 23 | +150 | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 27 | Dec 31, 22 | +27 | 0.00% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9.51K | Jun 30, 22 | -- | 0.30% |
| Lenox Wealth Advisors, LLC | 35.00K | Mar 31, 22 | -- | 1.11% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 22.37K | Sep 30, 21 | +1.20K | 0.71% |
| Harborview Advisors, LLC | -- | Sep 30, 21 | -5.74K | -- |
| FormulaFolio Investments, LLC | 1.08K | Jun 30, 21 | -- | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 9.29K | Dec 31, 19 | -9.70K | 0.30% |
| Advisor Group, Inc. | 3.25K | Dec 31, 19 | +1.14K | 0.10% |
| BB&T SECURITIES, LLC | 6.57K | Sep 30, 19 | +6.57K | 0.21% |
| Commonwealth Equity Services, Inc | 18.36K | Jun 30, 17 | -1.29K | 0.58% |
| Integrated Wealth Management | 4.05K | Mar 31, 17 | -- | 0.13% |
| MSI Financial Services Inc | 6.65K | Dec 31, 16 | +2.94K | 0.21% |
| NEW ENGLAND SECURITIES CORP /MA/ | 403 | Dec 31, 14 | -- | 0.01% |
| UBS AG | 1.50K | Sep 30, 14 | +1.50K | 0.05% |