SDVD institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding108
Shares held16,003,395
Reported value$369.5m
Quarter flows17 new, 66 added, 18 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,576,054$36.4m0.0%
Steward Partners Investment Advisory, LLC1,310,382$30.3m0.2%
RAYMOND JAMES FINANCIAL INC1,163,529$26.9m0.0%
COMMONWEALTH EQUITY SERVICES, LLC1,126,284$26.0m0.0%
STIFEL FINANCIAL CORP804,054$18.6m0.0%
Cetera Investment Advisers772,597$17.8m0.0%
STEPHENS INC /AR/678,876$15.7m0.2%
ROYAL BANK OF CANADA607,164$14.0m0.0%
OSAIC HOLDINGS, INC.552,562$12.8m0.0%
Luken Investment Analytics, LLC549,594$12.7m4.4%
Kestra Advisory Services, LLC519,484$12.0m0.0%
Capital Investment Advisors, LLC386,746$8.9m0.1%
Z3 Capital Partners, LLC349,449$8.1m1.7%
Indivisible Partners329,479$7.6m0.4%
Snowden Capital Advisors LLC260,940$6.0m0.1%
CREATIVE FINANCIAL DESIGNS INC /ADV252,242$5.8m0.3%
HARBOUR INVESTMENTS, INC.242,494$5.6m0.1%
Private Advisor Group, LLC224,221$5.2m0.0%
ENVESTNET ASSET MANAGEMENT INC222,832$5.1m0.0%
IFP Advisors, Inc203,442$4.7m0.1%
RiverTree Advisors, LLC196,412$4.5m2.7%
G&S Capital LLC186,523$4.3m1.2%
Advisory Advocates, LLC156,166$3.6m3.1%
Cambridge Investment Research Advisors, Inc.151,146$3.5m0.0%
INTEGRITY ALLIANCE, LLC.149,469$3.5m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SDVD"). SDVD price history · All 13F data

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