Who Owns TRUESHARES OPAL DIVIDEND INCOME ETF (DIVZ)?Hedge Fund & Institutional Holders
Institutional Holders
19
as of Q4 2025
Total Institutional Value
$2.7855000697000336e+47T
% of Float Held
—
QoQ Change in Holders
+9 / -4
Price History
DIVZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Weaver Consulting Group | Increased | +32K | +$1.2B |
| Joel Isaacson & Co., LLC | New Position | +9K | +$332.0M |
| Verity & Verity, LLC | New Position | +7K | +$241.0M |
| M3 Advisory Group, LLC | Increased | +844 | +$30.0M |
| UBS Group AG | Increased | +399 | +$13.7M |
| Blue Trust, Inc. | New Position | +75 | +$2.0M |
| DHJJ Financial Advisors, Ltd. | New Position | +53 | +$1.0M |
| Financial Management Professionals, Inc. | New Position | +350 | +$12K |
| AE Wealth Management LLC | New Position | +17 | +$0 |
| JPMORGAN CHASE & CO | New Position | +56 | +$0 |
| TITLEIST ASSET MANAGEMENT, LLC | New Position | +475K | +$0 |
| THRIVENT FINANCIAL FOR LUTHERANS | New Position | +22K | +$0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | +1K | +$-105K |
| Tower Research Capital LLC (TRC) | Increased | +3K | +$-241.4M |
DIVZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | Decreased | -2K | -$862.6M |
| &PARTNERS | Closed Position | -12K | -$423.8M |
| INSIGHT 2811, INC. | Closed Position | -8K | -$294.9M |
| Financial Gravity Asset Management, Inc. | Decreased | -3K | -$105.1M |
| BANK OF AMERICA CORP /DE/ | Closed Position | -1K | -$36K |
| FMR LLC | Closed Position | -1 | -$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Weaver Consulting Group | 766,087 | $27.9B | 6.81% | Share |
| 2 | M3 Advisory Group, LLC | 19,175 | $697.0M | 0.42% | Share |
| 3 | Financial Gravity Asset Management, Inc. | 9,204 | $334.0M | 0.06% | Share |
| 4 | Joel Isaacson & Co., LLC | 9,145 | $332.0M | 0.01% | Share |
| 5 | Verity & Verity, LLC | 6,650 | $241.0M | 0.02% | Share |
| 6 | UBS Group AG | 738 | $26.0M | 0.00% | Share |
| 7 | Blue Trust, Inc. | 75 | $2.0M | 0.00% | Share |
| 8 | DHJJ Financial Advisors, Ltd. | 53 | $1.0M | 0.00% | Share |
| 9 | Financial Management Professionals, Inc. | 350 | $12K | 0.00% | Share |
| 10 | HARBOUR INVESTMENTS, INC. | 150 | $5K | 0.00% | Share |
| 11 | EverSource Wealth Advisors, LLC | 117 | $4K | 0.00% | Share |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,100 | $4K | 0.00% | Share |
| 13 | THRIVENT FINANCIAL FOR LUTHERANS | 22,274 | $0 | 0.00% | Share |
| 14 | AE Wealth Management LLC | 17 | $0 | 0.00% | Share |
| 15 | TITLEIST ASSET MANAGEMENT, LLC | 474,518 | $0 | 0.00% | Share |
| 16 | Tower Research Capital LLC (TRC) | 9,296 | $0 | 0.00% | Share |
| 17 | JPMORGAN CHASE & CO | 56 | $0 | 0.00% | Share |
| 18 | OSAIC HOLDINGS, INC. | 21,466 | $0 | 0.00% | Share |
| 19 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
DIVZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 19 | $29.5B | +5 |
| Q3 2025 | 14 | $29.6B | -1 |
| Q2 2025 | 15 | $26.1B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 19 institutional investors hold DIVZ (TRUESHARES OPAL DIVIDEND INCOME ETF). The largest holder is Weaver Consulting Group with $27.9B in shares. This quarter, 9 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own DIVZ?
As of Q4 2025, 19 institutional investors report holding DIVZ (TRUESHARES OPAL DIVIDEND INCOME ETF) in their 13F filings.
Who is the largest institutional holder of DIVZ?
The largest institutional holder of DIVZ is Weaver Consulting Group with $27.9B in shares.
Is institutional ownership of DIVZ increasing or decreasing?
This quarter, 9 institutions opened new positions in DIVZ and 4 closed their positions.