SDVY institutional holders

FIRST TR EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding576
Shares held212,434,376
Reported value$9.2bn
Quarter flows55 new, 309 added, 156 trimmed, 45 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC26,039,851$1.1bn0.3%
MORGAN STANLEY18,464,593$796.6m0.0%
RAYMOND JAMES FINANCIAL INC15,391,137$664.0m0.2%
WELLS FARGO & COMPANY/MN13,258,924$572.0m0.1%
BANK OF AMERICA CORP /DE/9,941,792$428.9m0.0%
Cetera Investment Advisers8,255,130$356.1m0.3%
ROYAL BANK OF CANADA6,772,006$292.1m0.0%
UBS Group AG6,713,889$289.6m0.0%
Cambridge Investment Research Advisors, Inc.4,955,625$213.8m0.2%
Capital Investment Advisors, LLC4,730,785$204.1m2.7%
HARBOUR INVESTMENTS, INC.4,017,829$173.3m2.3%
STIFEL FINANCIAL CORP3,948,162$170.3m0.1%
COMMONWEALTH EQUITY SERVICES, LLC3,647,508$157.4m0.2%
PARK NATIONAL CORP /OH/3,530,538$152.3m4.3%
ENVESTNET ASSET MANAGEMENT INC3,360,284$145.0m0.0%
OSAIC HOLDINGS, INC.3,223,089$139.1m0.2%
HighTower Advisors, LLC3,164,660$136.5m0.1%
TRUIST FINANCIAL CORP2,753,513$118.8m0.1%
LVZ, Inc.2,704,072$116.7m11.9%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,573,813$111.0m0.1%
JONES FINANCIAL COMPANIES LLLP1,839,434$79.2m0.0%
BLAIR WILLIAM & CO/IL1,792,212$77.3m0.2%
Baird Financial Group, Inc.1,760,339$75.9m0.1%
Kestra Advisory Services, LLC1,701,525$73.4m0.2%
MML INVESTORS SERVICES, LLC1,683,398$72.6m0.1%

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

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