SDVD

FT Vest Smid Rising DividendETF$22.82 1.00%
UnclassifiedCUSIP 33738D820· EOD Sep 8, 2026

Among active 13F managers last quarter, 5 opened and 37 added, while 8 reduced; the largest holder to move was Stephens Inc (+2.8%).

Tracked 13F holders
101
72 in Q2 2026 filings
13F value (tracked)
$324.6M
13F moves · latest Q
42 added
8 reduced

Price & smart-money activity

$22.82 1.00%3Y +15.1%
$17.08$18.93$20.79$22.65$24.50202320242025202636721322226726112912291638143412
Hover for who · click for detailEnd-of-day closing prices52w $20.65 – $24.00

Who owns SDVD?

101 tracked 13F filers · ranked by shares held

101 tracked 13F filers disclose a position in SDVD as of the latest SEC 13F filings, a combined $324.6M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Steward Partners Investment Advisory, LLC1.3M
$30.3M
+8.4%
Added · +102K sh
Q2 2026
2LPL Financial LLC1.3M
$27.5M
+64%
Added · +492K sh
Q1 2026
3Commonwealth Equity Services, LLC1.1M
$24.3M
+16%
Added · +152K sh
Q1 2026
4Raymond James Financial Inc1.1M
$23.1M
−7.2%
Reduced · −82K sh
Q1 2026
5Stifel Financial Corp889K
$19.3M
+67%
Added · +357K sh
Q1 2026
6Cetera Investment Advisers701K
$15.2M
+39%
Added · +196K sh
Q1 2026
7Stephens Inc679K
$15.7M
+2.8%
Added · +18K sh
Q2 2026
8Royal Bank Of Canada594K
$12.9M
+23%
Added · +110K sh
Q1 2026
9Luken Investment Analytics, LLC550K
$12.7M
Added
Added · +550K sh
Q2 2026
10Kestra Advisory Services, LLC519K
$12.0M
−0.6%
Reduced · −3K sh
Q2 2026
11Osaic Holdings, Inc.395K
$8.6M
+20%
Added · +67K sh
Q1 2026
12Z3 Capital Partners, LLC349K
$8.1M
+1.6%
Added · +6K sh
Q2 2026
13Indivisible Partners329K
$7.6M
+3.3%
Added · +11K sh
Q2 2026
14Snowden Capital Advisors LLC261K
$6.0M
+3.1%
Added · +8K sh
Q2 2026
15Creative Financial Designs Inc252K
$5.8M
+3.4%
Added · +8K sh
Q2 2026
16Private Advisor Group, LLC224K
$5.2M
−22%
Reduced · −64K sh
Q2 2026
17Harbour Investments, Inc.214K
$4.6M
+120%
Added · +117K sh
Q1 2026
18IFP Advisors, Inc203K
$4.7M
+33%
Added · +51K sh
Q2 2026
19RiverTree Advisors, LLC196K
$4.5M
+10%
Added · +18K sh
Q2 2026
20G&S Capital LLC187K
$4.3M
+3.8%
Added · +7K sh
Q2 2026
21Envestnet Asset Management Inc177K
$3.8M
~0%
Added · +30 sh
Q1 2026
22Advisory Advocates, LLC156K
$3.6M
+3.9%
Added · +6K sh
Q2 2026
23Integrity Alliance, LLC.149K
$3.5M
+18%
Added · +23K sh
Q2 2026
24First Trust Advisors LP125K
$2.7M
−13%
Reduced · −19K sh
Q1 2026
25MTM Investment Management, LLC111K
$2.6M
+2.2%
Added · +2K 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.

Is SDVD being bought or sold by institutions?

Last quarter, 5 funds opened a new position in SDVD and 37 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
5
funds took a first position
Added
37
added to an existing position
Reduced
8
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own SDVD also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA53 funds$9.7B
JPMorgan Chase & CoJPM53 funds$2.0B
Apple IncAAPL52 funds$9.0B
Microsoft CorpMSFT52 funds$5.9B
Amazon.com IncAMZN52 funds$4.6B
Meta Platforms Inc-Class AMETA52 funds$2.4B
Tesla IncTSLA52 funds$1.7B
Alphabet Inc-CL AGOOGL51 funds$3.9B
Ishares Core S&P 500 ETFIVV51 funds$3.5B
SS SPDR S&P 500 ETF Trust-USSPY51 funds$2.9B
Invesco QQQ Trust Series 1QQQ51 funds$2.5B
Johnson & JohnsonJNJ51 funds$1.4B

Ranked by how many of SDVD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SDVD.

Institutional ownership over time

72 tracked filers in Q2 2026 filingsstill filing
04793Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $166.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
EMLPcs343 funds$2.7B
RDVImc284 funds$1.7B
FTSLmc273 funds$1.5B
HYLSmc200 funds$937.4M
FTCBmc184 funds$1.7B
FSIGmc155 funds$969.0M
LGOVmc142 funds$531.4M
FIIGmc126 funds$487.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for SDVD

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Ask your agent what changed in SDVD

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SDVD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SDVD.
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 SDVD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.