Who Owns FDIV?
MarketDesk Focused U.S. Dividend ETF — Institutional Ownership & 13F Holdings
$27.62
-0.18 (-0.67%)
Market Cap
$71.4M
Shares Outstanding
2,490,503
Institutional Holders
10
Total Inst. Value
$93.8M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
3
Closed Positions
2
Increased
3
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | San Luis Wealth Advisors LLCNew | $79.5M | 2,932,124 |
| 2 | Empire Financial Management Company, LLC | $4.6M | 171,589 |
| 3 | Mutual Advisors, LLC | $3.4M | 135,676 |
| 4 | Andina Capital Management, LLCNew | $2.2M | 80,803 |
| 5 | Avestar Capital, LLC | $1.7M | 62,551 |
| 6 | IFP Advisors, Inc | $1.6M | 59,729 |
| 7 | MONEY CONCEPTS CAPITAL CORP | $520K | 19,373 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $301K | 11,229 |
| 9 | ROYAL BANK OF CANADANew | $6K | 225 |
| 10 | UBS Group AG | $402 | 15 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| San Luis Wealth Advisors LLCNew | +2.9M | $79.5M |
| Empire Financial Management Company, LLC | +12K | $4.6M |
| Mutual Advisors, LLC | +19K | $3.4M |
| Andina Capital Management, LLCNew | +81K | $2.2M |
| MONEY CONCEPTS CAPITAL CORP | +7K | $520K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Avestar Capital, LLC | -16K | $1.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -2K | $301K |
| UBS Group AG | -96 | $402 |
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Frequently Asked Questions
How many institutional investors hold FDIV?
As of Q1 2025, 10 institutional investors report holding FDIV (MarketDesk Focused U.S. Dividend ETF) in their 13F filings.
Which hedge fund owns the most FDIV?
The largest institutional holder of FDIV is San Luis Wealth Advisors LLC with $79.5M in shares.
Are institutions buying or selling FDIV?
This quarter, 3 institutions opened new positions in FDIV and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.