104 tracked 13F filers disclose a position in SDIV as of the latest SEC 13F filings, a combined $163.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $27.0M | 1.1M | ▲+4.6% Added · +47K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $13.5M | 534K | ▲+6.8% Added · +34K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $12.8M | 507K | ▼−35% Reduced · −268K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $10.4M | 411K | ▲+106% Added · +211K sh | Q1 2026 | |
| 5 | PRINCIPAL SECURITIES, INC. | $8.3M | 330K | ▲+20% Added · +55K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $6.5M | 257K | ▲+53% Added · +89K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $6.4M | 252K | ▲New +252K sh | Q1 2026 | |
| 8 | AE Wealth Management LLC | $6.1M | 241K | ▲+93% Added · +116K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $5.4M | 215K | ▼−12% Reduced · −30K sh | Q1 2026 | |
| 10 | Foguth Wealth Management, LLC. | $4.3M | 175K | ▼−86% Reduced · −1.1M sh | Q2 2026 | |
| 11 | FIFTH THIRD SECURITIES, INC. | $4.2M | 173K | ▲+33% Added · +43K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 170K | ▼−11% Reduced · −21K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $3.9M | 156K | ▲+30% Added · +36K sh | Q1 2026 | |
| 14 | KINGSWOOD WEALTH ADVISORS, LLC | $2.9M | 117K | ▲+25% Added · +24K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $2.8M | 116K | ▲+36% Added · +31K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $2.8M | 109K | ▲+25% Added · +22K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $2.4M | 97K | ▲+6.0% Added · +5K sh | Q1 2026 | |
| 18 | Wealthfront Advisers LLC | $2.4M | 96K | ▲+64% Added · +37K sh | Q1 2026 | |
| 19 | UBS Group AG | $2.4M | 94K | ▲+99% Added · +47K sh | Q1 2026 | |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.3M | 93K | ▲+15% Added · +12K sh | Q2 2026 | |
| 21 | JPMORGAN CHASE & CO | $1.9M | 76K | ▼−13% Reduced · −11K sh | Q1 2026 | |
| 22 | Prospera Financial Services Inc | $1.4M | 57K | ▲+15% Added · +7K sh | Q2 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $1.4M | 55K | ▲+2.7% Added · +1K sh | Q1 2026 | |
| 24 | Strategic Financial Concepts, LLC | $1.3M | 52K | ▼−2.4% Reduced · −1K sh | Q2 2026 | |
| 25 | Private Advisor Group, LLC | $1.3M | 50K | ▲+50% Added · +17K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in SDIV and 23 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 40 funds | $11.2B |
| AMAZON.COM INCAMZN | 40 funds | $9.4B |
| ALPHABET INC-CL AGOOGL | 40 funds | $8.0B |
| BROADCOM INCAVGO | 40 funds | $6.0B |
| JPMORGAN CHASE & COJPM | 40 funds | $5.5B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $5.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 40 funds | $4.3B |
| TESLA INCTSLA | 40 funds | $3.0B |
| JOHNSON & JOHNSONJNJ | 40 funds | $2.9B |
| COSTCO WHOLESALE CORPCOST | 40 funds | $2.9B |
| ELI LILLY & COLLY | 40 funds | $2.8B |
| VISA INC-CLASS A SHARESV | 40 funds | $2.8B |
Ranked by how many of SDIV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SDIV/capital-change-brief"
Use Arkolith's capital_change_brief for SDIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.