1151 tracked 13F filers disclose a position in SDY as of the latest SEC 13F filings, a combined $9.1B 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 | BANK OF AMERICA CORP /DE/ | $1.1B | 7.3M | ▲+0.5% Added · +37K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $707.8M | 4.8M | ▲+0.2% Added · +9K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $446.5M | 3.1M | ▼−1.0% Reduced · −31K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $437.5M | 3.0M | ▼−1.0% Reduced · −31K sh | Q1 2026 | |
| 5 | Joel Isaacson & Co., LLC | $440.5M | 2.9M | ▲+1.7% Added · +47K sh | Q2 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $321.0M | 2.2M | ▲+5.9% Added · +123K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $295.0M | 2.0M | ▼−5.7% Reduced · −122K sh | Q1 2026 | |
| 8 | UBS Group AG | $244.3M | 1.7M | ▼−2.3% Reduced · −40K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $202.2M | 1.4M | ▼−1.8% Reduced · −25K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $196.8M | 1.3M | ▼−13% Reduced · −203K sh | Q1 2026 | |
| 11 | Richard Bernstein Advisors LLC | $166.3M | 1.1M | ▲+12% Added · +121K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $161.0M | 1.1M | ▲+2.2% Added · +24K sh | Q1 2026 | |
| 13 | MAI Capital Management | $144.8M | 992K | ▲+25% Added · +201K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $135.8M | 930K | ▼−2.5% Reduced · −24K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $130.6M | 895K | ▼−4.0% Reduced · −38K sh | Q1 2026 | |
| 16 | Pathstone Holdings, LLC | $114.2M | 783K | ▲+1.4% Added · +11K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $108.4M | 743K | ▼−7.2% Reduced · −57K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $103.6M | 710K | ▼−3.8% Reduced · −28K sh | Q1 2026 | |
| 19 | Destination Wealth Management | $91.9M | 629K | ▼−3.7% Reduced · −24K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $75.1M | 514K | ▲+7.8% Added · +37K sh | Q1 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $70.3M | 486K | ▲+6.4% Added · +29K sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $69.9M | 479K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $68.0M | 466K | ▼−2.5% Reduced · −12K sh | Q1 2026 | |
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | $67.2M | 461K | ▼−4.7% Reduced · −23K sh | Q1 2026 | |
| 25 | Creative Planning | $64.1M | 439K | ▼−0.7% Reduced · −3K 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, 0 funds opened a new position in SDY and 16 added to an existing one, while 16 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 | 695 funds | $123.7B |
| MICROSOFT CORPMSFT | 691 funds | $108.3B |
| NVIDIA CORPNVDA | 685 funds | $141.6B |
| AMAZON.COM INCAMZN | 680 funds | $80.4B |
| ALPHABET INC-CL AGOOGL | 678 funds | $64.5B |
| ALPHABET INC-CL CGOOG | 663 funds | $54.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 662 funds | $29.0B |
| JPMORGAN CHASE & COJPM | 661 funds | $34.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 658 funds | $22.7B |
| JOHNSON & JOHNSONJNJ | 650 funds | $21.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 643 funds | $14.8B |
| META PLATFORMS INC-CLASS AMETA | 638 funds | $41.5B |
Ranked by how many of SDY's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SDY
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/SDY/capital-change-brief"
Use Arkolith's capital_change_brief for SDY. 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 SDY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.