Who owns SDVDWhat SDVD owns — n/a
Who owns SDVD?
Institutional ownership of SDVD from SEC Form 13F filings across 77 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
$304.2M
value, 2026 filers
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SDVD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|
| 1 | LPL Financial LLC | 1.6M | $36.4M | 0.0% | — | +24.5% |
| 2 | Steward Partners Investment Advisory, LLC | 1.3M | $30.3M | 0.2% | — | +8.4% |
| 3 | RAYMOND JAMES FINANCIAL INC | 1.2M | $26.9M | 0.0% | — | +9.5% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 1.1M | $26.0M | 0.0% | — | +0.7% |
| 5 | STIFEL FINANCIAL CORP | 804,054 | $18.6M | 0.0% | — | -9.6% |
| 6 | Cetera Investment Advisers | 772,597 | $17.8M | 0.0% | — | +10.2% |
| 7 | STEPHENS INC /AR/ | 678,876 | $15.7M | 0.2% | — | +2.8% |
| 8 | ROYAL BANK OF CANADA | 607,164 | $14.0M | 0.0% | — | +2.2% |
| 9 | OSAIC HOLDINGS, INC. | 552,562 | $12.8M | 0.0% | — | +39.8% |
| 10 | Kestra Advisory Services, LLC | 519,484 | $12.0M | 0.0% | — | -0.6% |
| 11 | Capital Investment Advisors, LLC | 386,746 | $8.9M | 0.1% | — | -50.2% |
| 12 | Snowden Capital Advisors LLC | 260,940 | $6.0M | 0.1% | — | +3.1% |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | 252,242 | $5.8M | 0.3% | — | +3.4% |
| 14 | HARBOUR INVESTMENTS, INC. | 242,494 | $5.6M | 0.1% | — | +13.5% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 222,832 | $5.1M | 0.0% | — | +26.2% |
| 16 | IFP Advisors, Inc | 203,442 | $4.7M | 0.1% | — | +33.0% |
| 17 | RiverTree Advisors, LLC | 196,412 | $4.5M | 2.7% | — | +10.0% |
| 18 | Cambridge Investment Research Advisors, Inc. | 151,146 | $3,490 | 0.0% | — | +213.9% |
| 19 | INTEGRITY ALLIANCE, LLC. | 149,469 | $3.5M | 0.1% | — | +18.0% |
| 20 | Janney Montgomery Scott LLC | 147,431 | $3,404 | 0.0% | — | -8.7% |
| 21 | FIRST TRUST ADVISORS LP | 128,579 | $3.0M | 0.0% | — | +2.6% |
| 22 | MTM Investment Management, LLC | 110,960 | $2.6M | 0.7% | — | +2.2% |
| 23 | Delta Investment Management, LLC | 102,998 | $2.4M | 0.4% | — | +12.4% |
| 24 | RFG Advisory, LLC | 99,073 | $2.3M | 0.0% | — | +43.3% |
| 25 | Foundations Investment Advisors, LLC | 88,459 | $2.0M | 0.0% | — | +82.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.
