Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / OPAL DIVD INCM E
-
Total 13F shares
-
4,135,134
-
Share change
-
+324,779
-
Total reported value
-
$140,511,714
-
Price per share
-
$33.98
-
Number of holders
-
15
-
Value change
-
+$11,037,687
-
Number of buys
-
10
-
Number of sells
-
3
Institutional Holders of OPAL DIVIDEND INCOME ETF - OPAL DIVD INCM E (DIVZ) as of Q1 2025
As of 31 Mar 2025,
OPAL DIVIDEND INCOME ETF - OPAL DIVD INCM E (DIVZ) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,135,134 shares.
The largest 10 holders included
49 WEALTH MANAGEMENT, LLC, TITLEIST ASSET MANAGEMENT, LLC, Weaver Consulting Group, Authentikos Wealth Advisory, LLC, OSAIC HOLDINGS, INC., M3 Advisory Group, LLC, AE Wealth Management LLC, Financial Gravity Asset Management, Inc., INSIGHT 2811, INC., and JPMORGAN CHASE & CO.
This page lists
15
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.