Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / OPAL DIVD INCM E
-
Number of holders
-
1
-
Total 13F shares, excl. options
-
3,055,122
-
Shares change
-
-1,077,620
-
Total reported value, excl. options
-
$106,999,853
-
Value change
-
-$36,147,876
-
Number of buys
-
1
-
Number of sells
-
-14
-
Price
-
$35.02
Significant Holders of LISTED FD TR - OPAL DIVD INCM E (DIVZ) as of Q2 2025
15 filings reported holding DIVZ - LISTED FD TR - OPAL DIVD INCM E as of Q2 2025.
LISTED FD TR - OPAL DIVD INCM E (DIVZ) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,055,122 shares
.
Largest 10 shareholders include 49 WEALTH MANAGEMENT, LLC (3,055,122 shares), M3 Advisory Group, LLC (0 shares), HARBOUR INVESTMENTS, INC. (0 shares), Rossby Financial, LCC (0 shares), AE Wealth Management LLC (0 shares), Authentikos Wealth Advisory, LLC (0 shares), Financial Gravity Companies, Inc. (0 shares), INSIGHT 2811, INC. (0 shares), Weaver Consulting Group (0 shares), and JPMORGAN CHASE & CO (0 shares).
This table shows the top 1 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.