36 tracked 13F filers disclose a position in SPDV as of the latest SEC 13F filings, a combined $40.4M 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 | OSAIC HOLDINGS, INC. | $8.8M | 238K | ▼−32% Reduced · −112K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $6.6M | 177K | ▲+1.4% Added · +2K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $6.3M | 169K | ▲~0% Added · +50 sh | Q1 2026 | |
| 4 | Western Wealth Management, LLC | $4.5M | 117K | ▲+32% Added · +29K sh | Q2 2026 | |
| 5 | Pine Valley Investments Ltd Liability Co | $2.4M | 61K | ▲+2.8% Added · +2K sh | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.7M | 45K | ▲+192% Added · +30K sh | Q1 2026 | |
| 7 | Ameritas Advisory Services, LLC | $1.3M | 35K | ▲+17% Added · +5K sh | Q2 2026 | |
| 8 | Aviance Capital Partners, LLC | $1.3M | 33K | ▲+1.4% Added · +445 sh | Q2 2026 | |
| 9 | STIFEL FINANCIAL CORP | $1.1M | 30K | ▲+16% Added · +4K sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 29K | ▲+165% Added · +18K sh | Q1 2026 | |
| 11 | Key Client Fiduciary Advisors, LLC | $609K | 16K | ▼−5.1% Reduced · −843 sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $445K | 12K | ▼−3.6% Reduced · −450 sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $398K | 11K | ▲+29% Added · +2K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $404K | 10K | ▲New +10K sh | Q2 2026 | |
| 15 | Strait & Sound Wealth Management LLC | $398K | 10K | ▼−0.6% Reduced · −58 sh | Q2 2026 | |
| 16 | Laird Norton Wetherby Trust Company, LLC | $387K | 10K | —Held | Q2 2026 | |
| 17 | Baker Avenue Asset Management, LP | $385K | 10K | —Held | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $346K | 9K | ▼−22% Reduced · −3K sh | Q1 2026 | |
| 19 | PFG Investments, LLC | $309K | 8K | ▲+3.5% Added · +283 sh | Q1 2026 | |
| 20 | Stratos Wealth Partners, LTD. | $275K | 7K | ▲+0.1% Added · +5 sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $272K | 7K | ▲+51% Added · +2K sh | Q2 2026 | |
| 22 | MORGAN STANLEY | $247K | 7K | ▼−0.9% Reduced · −62 sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $227K | 6K | ▼−9.0% Reduced · −585 sh | Q2 2026 | |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $224K | 6K | ▼−29% Reduced · −2K sh | Q2 2026 | |
| 25 | JPMORGAN CHASE & CO | $119K | 3K | ▲+9.9% Added · +291 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, 2 funds opened a new position in SPDV and 6 added to an existing one, while 1 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 | 13 funds | $2.6B |
| NVIDIA CORPNVDA | 13 funds | $1.8B |
| MICROSOFT CORPMSFT | 13 funds | $1.1B |
| AMAZON.COM INCAMZN | 13 funds | $1.0B |
| ALPHABET INC-CL AGOOGL | 13 funds | $1.0B |
| ALPHABET INC-CL CGOOG | 13 funds | $594.9M |
| BROADCOM INCAVGO | 13 funds | $581.6M |
| JPMORGAN CHASE & COJPM | 13 funds | $502.9M |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $466.8M |
| MICRON TECHNOLOGY INCMU | 13 funds | $437.9M |
| ELI LILLY & COLLY | 13 funds | $435.4M |
| TESLA INCTSLA | 13 funds | $428.8M |
Ranked by how many of SPDV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QTUMmc | 483 funds | $1.2B |
| UFOXmc | 176 funds | $151.6M |
| JETSmc | 156 funds | $417.8M |
| DSTLmc | 133 funds | $1.3B |
| ACIOmc | 131 funds | $2.9B |
| DRSKmc | 85 funds | $1.9B |
| OSCVcommon | 74 funds | $903.3M |
| ADMEMF Closed and MF Open | 54 funds | $343.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SPDV
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/SPDV/capital-change-brief"
Use Arkolith's capital_change_brief for SPDV. 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 SPDV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.