Dividend Performers

IPDP • BATS

Dividend Performers is an exchange-traded fund on BATS.

Overview

Overview of institutional ownership in IPDP as of Q3 2025

All Institutions

Institutions: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in IPDP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
HARBOUR INVESTMENTS, INC. RIA/Wealth	Nick William Sondel CEO	- 0.00% of portfolio	- shares	Q2 2022 Held for 3y 5m	$4.3B
C Clarus Group, Inc. RIA/Wealth	Rex Clinton Whiteside President	- 0.00% of portfolio	- shares	Q4 2024 Held for 11 months	$287.6M
FMR LLC Institution	-	- 0.00% of portfolio	- shares	Q2 2025 Held for 5 months	$1.92T
Hanson McClain, Inc. RIA/Wealth	Brooks Frederick Burgum Managing Partner	- 0.00% of portfolio	- shares	Q2 2025 Held for 5 months	$22.6B

Net Capital Flow

Institutional buying and selling activity for IPDP in Q3 2025

Traded: −$20.5M
Buyers: 0
Sellers: 4
Total Bought: +-
Total Sold: −$20.5M
Avg Position: -

Biggest Buyers

Institution	Net Bought	Current Position
No buyers found

Biggest Sellers

Institution	Net Sold	Current Position
Hanson McClain, Inc. RIA/Wealth	−$20.2M −1.0M shares	Sold Off 0 shares
C Clarus Group, Inc. RIA/Wealth	−$292.7K −14.5K shares	Sold Off 0 shares
HARBOUR INVESTMENTS, INC. RIA/Wealth	−$24.7K −1.2K shares	Sold Off 0 shares
FMR LLC Institution	−$20.0 −1.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IPDP in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 4
Exited Value: $20.5M

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
Hanson McClain, Inc. RIA/Wealth	$20.2M 1.0M shares
C Clarus Group, Inc. RIA/Wealth	$292.7K 14.5K shares
HARBOUR INVESTMENTS, INC. RIA/Wealth	$24.7K 1.2K shares
FMR LLC Institution	$20.0 1.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IPDP 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 IPDP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
HARBOUR INVESTMENTS, INC. RIA/Wealth	Nick William Sondel CEO	0.00% -	- shares	Q2 2022 Held for 3y 5m	$4.3B
C Clarus Group, Inc. RIA/Wealth	Rex Clinton Whiteside President	0.00% -	- shares	Q4 2024 Held for 11 months	$287.6M
FMR LLC Institution	-	0.00% -	- shares	Q2 2025 Held for 5 months	$1.92T
Hanson McClain, Inc. RIA/Wealth	Brooks Frederick Burgum Managing Partner	0.00% -	- shares	Q2 2025 Held for 5 months	$22.6B