| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Joel Isaacson & Co., LLC | $415.5M | 2.85M | Added | Q1 2026 |
| 2 | Richard Bernstein Advisors LLC | $166.3M | 1.14M | Added | Q1 2026 |
| 3 | MAI Capital Management | $144.8M | 992.3K | Added | Q1 2026 |
| 4 | Pathstone Holdings, LLC | $114.2M | 782.7K | Added | Q1 2026 |
| 5 | Destination Wealth Management | $91.9M | 629.4K | Reduced | Q1 2026 |
| 6 | J.Safra Asset Management Corp | $53.8M | 368.5K | Added | Q1 2026 |
| 7 | MML INVESTORS SERVICES, LLC | $51.4M | 351.9K | Reduced | Q1 2026 |
| 8 | Clearstead Advisors, LLC | $40.9M | 280.2K | Added | Q1 2026 |
| 9 | Linscomb Wealth, Inc. | $37.5M | 256.9K | Reduced | Q1 2026 |
| 10 | Kestra Advisory Services, LLC | $36.9M | 253.1K | Added | Q1 2026 |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $32.7M | 223.6K | Reduced | Q1 2026 |
| 12 | Steward Partners Investment Advisory, LLC | $31.6M | 216.2K | Reduced | Q1 2026 |
| 13 | Rockefeller Capital Management L.P. | $29.3M | 210.6K | New | Q4 2025 |
| 14 | Klingman & Associates, LLC | $27.6M | 189.4K | Reduced | Q1 2026 |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $25.8M | 176.7K | Reduced | Q1 2026 |
| 16 | Orion Porfolio Solutions, LLC | $22.0M | 150.9K | Reduced | Q1 2026 |
| 17 | SCOTIA CAPITAL INC. | $22.0M | 150.6K | Reduced | Q1 2026 |
| 18 | Equitable Holdings, Inc. | $20.1M | 144.4K | Added | Q1 2026 |
| 19 | Baltimore-Washington Financial Advisors, Inc. | $17.9M | 122.7K | Added | Q1 2026 |
| 20 | Private Advisor Group, LLC | $16.6M | 113.5K | Reduced | Q1 2026 |
| 21 | Midwest Trust Co | $16.2M | 111.2K | Reduced | Q1 2026 |
| 22 | Mesirow Financial Investment Management, Inc. | $16.1M | 110.3K | Added | Q1 2026 |
| 23 | BOKF, NA | $15.7M | 107.8K | Added | Q1 2026 |
| 24 | ASSOCIATED BANC-CORP | $15.6M | 106.8K | Reduced | Q1 2026 |
| 25 | Prosperity Consulting Group, LLC | $14.2M | 97.4K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorporationNVDA | 305 funds | $57.2B |
| Microsoft CorporationMSFT | 305 funds | $50.3B |
| Broadcom LtdAVGO | 304 funds | $22.6B |
| Jpmorgan Chase & Co - USJPM | 304 funds | $22.4B |
| Apple Inc.AAPL | 303 funds | $66.6B |
| Amazon.com, Inc.AMZN | 302 funds | $35.1B |
| GOOGLE INCGOOGL | 302 funds | $32.2B |
| LPHABET INCGOOG | 302 funds | $24.1B |
| Lilly Eli & CoLLY | 302 funds | $13.5B |
| ExxonMobilXOM | 302 funds | $12.6B |
| Walmart Inc.WMT | 302 funds | $11.9B |
| Cisco Systems, Inc.CSCO | 302 funds | $6.3B |
Ranked by how many of SDY's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.