Opal Dividend Income
DIVZ • ARCA
Opal Dividend Income is an exchange-traded fund on ARCA. As of Q3 2025, 21 institutional investors hold shares in this ETF, with total holdings valued at $174.7M. 49 WEALTH MANAGEMENT, LLC is the largest holder with a position valued at $121.5M.
Overview
Overview of institutional ownership in DIVZ as of Q3 2025
All Institutions
- Institutions
- 21
- Value Held
- $174.7M
- Shares Held
- 4.8M
- Avg Position
- $8.3M
- Median Position
- $257.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in DIVZ as of Q3 2025
| Institution | Position Value |
|---|---|
4 49 WEALTH MANAGEMENT, LLC Institution | $121.5M 12.83% of portfolio |
W Weaver Consulting Group RIA/Wealth | $26.7M 6.97% of portfolio |
 TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth | $17.4M 1.53% of portfolio |
 Verity & Verity, LLC RIA/Wealth | $5.0M 0.40% of portfolio |
A Advisor Group Holdings, Inc. Institution | $862.6K 0.00% of portfolio |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $840.1K 0.00% of portfolio |
 M3 Advisory Group, LLC RIA/Wealth | $667.0K 0.42% of portfolio |
F Financial Gravity Wealth, Inc. Institution | $439.1K 0.09% of portfolio |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $423.8K 0.00% of portfolio |
I INSIGHT 2811, INC. RIA/Wealth | $294.9K 0.13% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DIVZ in Q3 2025
- Traded
- +$12.0M
- Buyers
- 14
- Sellers
- 9
- Total Bought
- +$19.1M
- Total Sold
- −$7.0M
- Avg Position
- $6.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
4 49 WEALTH MANAGEMENT, LLC Institution | +$10.4M +284.9K shares |
Verity & Verity, LLC RIA/Wealth | +$5.0M +136.9K shares |
W Weaver Consulting Group RIA/Wealth | +$1.8M +50.5K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$840.1K +23.1K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$423.8K +11.6K shares |
 Joel Isaacson & Co., LLC RIA/Wealth | +$257.2K +7.1K shares |
T Tower Research Capital LLC Institution | +$241.4K +6.6K shares |
A Advisor Group Holdings, Inc. Institution | +$38.6K +1.1K shares |
M3 Advisory Group, LLC RIA/Wealth | +$36.8K +1.0K shares |
 BANK OF AMERICA CORP /DE/ Institution | +$36.4K +1.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth | −$4.7M −128.5K shares |
−$1.2M −34.9K shares | |
J JANE STREET GROUP, LLC Institution | −$538.7K −15.4K shares |
 GOLDMAN SACHS GROUP INC Institution | −$471.9K −13.5K shares |
I INSIGHT 2811, INC. RIA/Wealth | −$68.2K −1.9K shares |
F Financial Gravity Wealth, Inc. Institution | −$26.2K −719.0 shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | −$21.5K −615.0 shares |
 AE Wealth Management LLC RIA/Wealth | −$3.9K −108.0 shares |
R Rossby Financial, LCC RIA/Wealth | −$3.9K −110.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DIVZ in Q3 2025
- New Positions
- 7
- New Value
- $6.5M
- Exited Positions
- 5
- Exited Value
- $2.3M
New Positions
| Institution | Position Value |
|---|---|
Verity & Verity, LLC RIA/Wealth | $5.0M 136.9K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $840.1K 23.1K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $423.8K 11.6K shares |
Joel Isaacson & Co., LLC RIA/Wealth | $257.2K 7.1K shares |
BANK OF AMERICA CORP /DE/ Institution | $36.4K 1.0K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $109.0 3.0 shares |
 FMR LLC Institution | $36.0 1.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
$1.2M 34.9K shares | |
J JANE STREET GROUP, LLC Institution | $538.7K 15.4K shares |
GOLDMAN SACHS GROUP INC Institution | $471.9K 13.5K shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | $21.5K 615.0 shares |
R Rossby Financial, LCC RIA/Wealth | $3.9K 110.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in DIVZ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DIVZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
4 49 WEALTH MANAGEMENT, LLC Institution | 12.83% $121.5M |
W Weaver Consulting Group RIA/Wealth | 6.97% $26.7M |
TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth | 1.53% $17.4M |
M3 Advisory Group, LLC RIA/Wealth | 0.42% $667.0K |
Verity & Verity, LLC RIA/Wealth | 0.40% $5.0M |
I INSIGHT 2811, INC. RIA/Wealth | 0.13% $294.9K |
F Financial Gravity Wealth, Inc. Institution | 0.09% $439.1K |
Joel Isaacson & Co., LLC RIA/Wealth | 0.01% $257.2K |
T Tower Research Capital LLC Institution | 0.01% $241.4K |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | 0.00% $423.8K |