534 tracked 13F filers disclose a position in SDVY as of the latest SEC 13F filings, a combined $7.9B 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 | $980.7M | 24.9M | ▼−0.1% Reduced · −21K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $732.8M | 18.6M | ▲+3.5% Added · +637K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $604.3M | 15.3M | ▲+8.6% Added · +1.2M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $497.7M | 12.6M | ▲+1.5% Added · +184K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $373.1M | 9.5M | ▲+6.3% Added · +564K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $313.2M | 7.9M | ▲+2.9% Added · +227K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $263.0M | 6.7M | ▲+5.1% Added · +323K sh | Q1 2026 | |
| 8 | UBS Group AG | $248.0M | 6.3M | ▼−9.4% Reduced · −652K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $155.6M | 3.9M | ▼−5.3% Reduced · −222K sh | Q1 2026 | |
| 10 | HARBOUR INVESTMENTS, INC. | $151.0M | 3.8M | ▲+41% Added · +1.1M sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $142.8M | 3.6M | ▲+10% Added · +339K sh | Q1 2026 | |
| 12 | PARK NATIONAL CORP /OH/ | $152.3M | 3.5M | ▲+1.7% Added · +58K sh | Q2 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $136.2M | 3.5M | ▼−2.8% Reduced · −99K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $117.3M | 3.0M | ▼−10% Reduced · −332K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $110.9M | 2.8M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 16 | LVZ, Inc. | $116.7M | 2.7M | ▲+1.1% Added · +30K sh | Q2 2026 | |
| 17 | TRUIST FINANCIAL CORP | $104.6M | 2.7M | ▲+8.1% Added · +199K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $98.5M | 2.5M | ▲+14% Added · +299K sh | Q1 2026 | |
| 19 | BLAIR WILLIAM & CO/IL | $77.3M | 1.8M | ▲+21% Added · +312K sh | Q2 2026 | |
| 20 | Kestra Advisory Services, LLC | $73.4M | 1.7M | ▲+2.5% Added · +42K sh | Q2 2026 | |
| 21 | Baird Financial Group, Inc. | $66.6M | 1.7M | ▲+18% Added · +260K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $72.6M | 1.7M | ▲+23% Added · +315K sh | Q2 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $58.3M | 1.5M | ▲+36% Added · +396K sh | Q1 2026 | |
| 24 | Southern Financial Group, LLC | $56.4M | 1.3M | ▲+0.4% Added · +5K sh | Q2 2026 | |
| 25 | Private Advisor Group, LLC | $55.3M | 1.3M | ▼−11% Reduced · −162K 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 SDVY and 37 added to an existing one, while 11 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 |
|---|---|---|
| APPLE INCAAPL | 315 funds | $83.2B |
| AMAZON.COM INCAMZN | 313 funds | $46.0B |
| MICROSOFT CORPMSFT | 311 funds | $64.8B |
| NVIDIA CORPNVDA | 310 funds | $96.2B |
| ALPHABET INC-CL AGOOGL | 300 funds | $43.8B |
| JPMORGAN CHASE & COJPM | 300 funds | $22.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 292 funds | $12.8B |
| JOHNSON & JOHNSONJNJ | 290 funds | $14.1B |
| WALMART INCWMT | 289 funds | $14.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 289 funds | $13.2B |
| ALPHABET INC-CL CGOOG | 288 funds | $26.5B |
| BROADCOM INCAVGO | 286 funds | $34.4B |
Ranked by how many of SDVY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SDVYthis pagemc | 534 funds | $7.9B |
| LEGRmc | 60 funds | $53.1M |
| IDVYINTL RISING DIV | 1 funds | $1.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SDVY
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/SDVY/capital-change-brief"
Use Arkolith's capital_change_brief for SDVY. 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 SDVY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.