Among active 13F managers last quarter, 1 opened and 27 added, while 11 reduced; the largest holder to move was Principal Securities, Inc. (+0.8%).
111 tracked 13F filers disclose a position in SDIV as of the latest SEC 13F filings, a combined $168.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.1M | $27.0M | ▲+4.6% Added · +47K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 534K | $13.5M | ▲+6.8% Added · +34K sh | Q1 2026 | |
| 3 | Morgan Stanley | 507K | $12.8M | ▼−35% Reduced · −268K sh | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 411K | $10.4M | ▲+106% Added · +211K sh | Q1 2026 | |
| 5 | Principal Securities, Inc. | 333K | $8.1M | ▲+0.8% Added · +3K sh | Q2 2026 | |
| 6 | Wells Fargo & Company | 257K | $6.5M | ▲+53% Added · +89K sh | Q1 2026 | |
| 7 | Jane Street Group, LLC | 252K | $6.4M | ▲New +252K sh | Q1 2026 | |
| 8 | AE Wealth Management LLC | 241K | $6.1M | ▲+93% Added · +116K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | 215K | $5.4M | ▼−12% Reduced · −30K sh | Q1 2026 | |
| 10 | Foguth Wealth Management, LLC. | 175K | $4.3M | ▼−86% Reduced · −1.1M sh | Q2 2026 | |
| 11 | Fifth Third Securities, Inc. | 173K | $4.2M | ▲+33% Added · +43K sh | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 170K | $4.3M | ▼−11% Reduced · −21K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 156K | $3.9M | ▲+30% Added · +36K sh | Q1 2026 | |
| 14 | NFSG Corp | 135K | $3.3M | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 15 | Jones Financial Companies LLLP | 116K | $2.8M | ▲+36% Added · +31K sh | Q1 2026 | |
| 16 | Ameriprise Financial Inc | 109K | $2.8M | ▲+25% Added · +22K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | 108K | $2.6M | ▲+12% Added · +11K sh | Q2 2026 | |
| 18 | Wealthfront Advisers LLC | 95K | $2.3M | ▼−1.0% Reduced · −981 sh | Q2 2026 | |
| 19 | UBS Group AG | 94K | $2.4M | ▲+99% Added · +47K sh | Q1 2026 | |
| 20 | Kestra Private Wealth Services, LLC | 93K | $2.3M | ▲+15% Added · +12K sh | Q2 2026 | |
| 21 | Kingswood Wealth Advisors, LLC | 92K | $2.3M | ▼−21% Reduced · −24K sh | Q2 2026 | |
| 22 | JPMorgan Chase & Co | 76K | $1.9M | ▼−13% Reduced · −11K sh | Q1 2026 | |
| 23 | MML Investors Services, LLC | 68K | $1.7M | ▲+23% Added · +13K sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | 63K | $1.5M | ▲+24% Added · +12K sh | Q2 2026 | |
| 25 | Prospera Financial Services Inc | 57K | $1.4M | ▲+15% Added · +7K sh | Q2 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, 1 fund opened a new position in SDIV and 27 added to an existing one, while 11 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 54 funds | $21.4B |
| Apple IncAAPL | 54 funds | $16.6B |
| Ishares Core S&P 500 ETFIVV | 54 funds | $8.8B |
| Microsoft CorpMSFT | 53 funds | $12.6B |
| Amazon.com IncAMZN | 53 funds | $10.6B |
| Alphabet Inc-CL AGOOGL | 53 funds | $8.4B |
| Broadcom IncAVGO | 53 funds | $8.3B |
| Meta Platforms Inc-Class AMETA | 53 funds | $5.7B |
| Vanguard S&P 500 ETFVOO | 53 funds | $4.7B |
| Tesla IncTSLA | 53 funds | $4.1B |
| Eli Lilly & CoLLY | 53 funds | $3.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 53 funds | $3.2B |
Ranked by how many of SDIV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SDIV.
No filings captured for this ticker in the live stream yet.
Connected entities for SDIV
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 + the live filing stream, joined for SDIV. Filings are public domain, sourced to SEC EDGAR.