DIVN HORIZON FDS
FollowDIVIDEND INCOME (fund)
11 managers (11 13F filers) reported a position in DIVN shares at 2026-06-30, 6,315,516 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 4
- Added
- 5
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 6,315,516
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Bank of New York Mellon Corpin group Bank of New York Mellon Corp | 4,940,361 | $145M | 0.02% | +127,627 | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 1,066,028 | $31.3M | 0.01% | new | 13F-HRTimelineGroup |
| Bucket List Wealth Management, LLC | 159,559 | $4.69M | 2.31% | +50,680 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 79,608 | $2.34M | 0.01% | +51,659 | 13F-HR/ATimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 28,750 | $845K | <0.01% | +28,633 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 20,195 | $594K | 0.01% | -4,113 | 13F-HRTimeline |
| Brookstone Capital Managementin group Brookstone Capital Management | 7,914 | $233K | <0.01% | +6 | 13F-HRTimelineGroup |
| OLD MISSION CAPITAL LLC | 7,037 | $207K | 0.01% | new | 13F-HRTimeline |
| US BANCORP \DE\in group US BANCORP \DE\ | 5,034 | $148K | <0.01% | new | 13F-HRTimelineGroup |
| Horizon Investments, LLC | 605 | $17.7K | <0.01% | -601 | 13F-HRTimeline |
| SITTNER & NELSON, LLC | 425 | $12.5K | <0.01% | new | 13F-HRTimeline |