13FBOX
Dividend Income Fund Class Inst · 13F Institutional Holdings
Options Calculator Rankings
D

Dividend Income Fund Class Inst

Institutions
1
Combined AUM (Q2 2026)
$377,612
Combined Shares (Q2 2026)
9,531
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+36
1 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3,641
2 · 2 Exit · ≈
⚖️ Net
-3,605
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$377,612
Institutions
1
New Buys
0
Adds
1
Reduces
0
Exits
2
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Oakworth Capital, Inc.
0.02%0.02%#1$377,6129,531$353,9889,495+36+0.38%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow