Who owns SDVD
Which tracked institutional funds hold SDVD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SDVD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SDVD is one-sided between 2025-Q4 and 2026-Q1: 35 added or opened and 7 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SDVD’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SDVD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SDVD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 105 tracked filers holding SDVD, 77 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SDVD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Wealthspire Retirement, LLC$11M
- CHIRON CAPITAL MANAGEMENT, LLC$2M
- Elevation Advisory Partners LLC$2M
- Foundations Investment Advisors, LLC$1M
- CITADEL ADVISORS LLC$909K
Full exits 2
- Jaffetilchin Investment Partners, LLC$865K
- Schulz Wealth, LTD.$509K
Largest adds
- LPL Financial LLC$11M
- STIFEL FINANCIAL CORP$8M
- Steward Partners Investment Advisory, LLC$5M
- Cetera Investment Advisers$4M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- Indivisible Partners$3M
Largest trims
- SOUTHERN CAPITAL SERVICES INC /ADV$12M
- RAYMOND JAMES FINANCIAL INC$2M
- Snowden Capital Advisors LLC$1M
- FIRST TRUST ADVISORS LP$382K
- Janney Montgomery Scott LLC$263K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,266,325 | $27M | 8.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,208,843 | $26M | 7.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,118,015 | $24M | 7.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,062,862 | $23M | 6.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 889,283 | $19M | 5.7% | 2026-Q1 |
| Cetera Investment Advisers added | 701,260 | $15M | 4.5% | 2026-Q1 |
| STEPHENS INC /AR/ added | 660,624 | $14M | 4.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 593,903 | $13M | 3.8% | 2026-Q1 |
| Wealthspire Retirement, LLC new | 645,000 | $11M | 3.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 522,516 | $11M | 3.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 395,318 | $9M | 2.6% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 388,329 | $8M | 2.5% | 2026-Q1 |
| Z3 Capital Partners, LLC added | 343,803 | $7M | 2.2% | 2026-Q1 |
| Indivisible Partners added | 318,807 | $7M | 2.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 288,592 | $6M | 1.9% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 253,090 | $5M | 1.6% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 244,017 | $5M | 1.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 213,703 | $5M | 1.4% | 2026-Q1 |
| G&S Capital LLC added | 179,779 | $4M | 1.2% | 2026-Q1 |
| RiverTree Advisors, LLC added | 178,486 | $4M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 176,505 | $4M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 161,425 | $4M | 1.0% | 2026-Q1 |
| IFP Advisors, Inc added | 152,918 | $3M | 1.0% | 2026-Q1 |
| Advisory Advocates, LLC added | 150,316 | $3M | 1.0% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 126,684 | $3M | 0.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 125,305 | $3M | 0.8% | 2026-Q1 |
| MTM Investment Management, LLC added | 108,540 | $2M | 0.7% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC trimmed | 96,819 | $2M | 0.6% | 2026-Q1 |
| Delta Investment Management, LLC added | 91,646 | $2M | 0.6% | 2026-Q1 |
| CHIRON CAPITAL MANAGEMENT, LLC trimmed | 82,448 | $2M | 0.5% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 80,904 | $2M | 0.5% | 2026-Q1 |
| CWM, LLC added | 78,587 | $2M | 0.5% | 2026-Q1 |
| Elevation Advisory Partners LLC new | 73,138 | $2M | 0.5% | 2026-Q1 |
| RFG Advisory, LLC added | 69,137 | $2M | 0.4% | 2026-Q1 |
| Arax Advisory Partners added | 66,237 | $1M | 0.4% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 64,611 | $1M | 0.4% | 2026-Q1 |
| Cambridge Advisors Inc. added | 62,897 | $1M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 60,008 | $1M | 0.4% | 2026-Q1 |
| Whipplewood Advisors, LLC trimmed | 58,986 | $1M | 0.4% | 2026-Q1 |
| Trueblood Wealth Management, LLC added | 56,096 | $1M | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 55,075 | $1M | 0.4% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 54,622 | $1M | 0.4% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 51,169 | $1M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 50,059 | $1M | 0.3% | 2026-Q1 |
| Next Level Private LLC added | 49,819 | $1M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 48,638 | $1M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 48,592 | $1M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 48,519 | $1M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 48,148 | $1M | 0.3% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 47,170 | $1M | 0.3% | 2026-Q1 |
| Atlas Wealth LLC added | 44,800 | $972K | 0.3% | 2026-Q1 |
| Maia Wealth LLC added | 43,356 | $941K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 41,908 | $909K | 0.3% | 2026-Q1 |
| 1776 Wealth LLC trimmed | 40,690 | $883K | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 40,369 | $876K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. added | 39,710 | $869K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 38,312 | $831K | 0.2% | 2026-Q1 |
| TrueWealth Advisors, LLC trimmed | 35,749 | $776K | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 35,212 | $764K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 33,873 | $735K | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 33,418 | $725K | 0.2% | 2026-Q1 |
| Balboa Wealth Partners added | 32,216 | $699K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 30,830 | $669K | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 30,450 | $661K | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 27,019 | $586K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 26,982 | $586K | 0.2% | 2026-Q1 |
| TKG Advisors, LLC added | 25,034 | $543K | 0.2% | 2026-Q1 |
| Signature Equity Partners, LLC trimmed | 24,167 | $524K | 0.2% | 2026-Q1 |
| SOUTHERN CAPITAL SERVICES INC /ADV trimmed | 23,560 | $511K | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 22,806 | $495K | 0.1% | 2026-Q1 |
| Core Wealth Partners LLC trimmed | 21,828 | $474K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. new | 21,065 | $457K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 19,125 | $415K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 16,626 | $361K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 15,794 | $343K | 0.1% | 2026-Q1 |
| Triumph Capital Management added | 15,696 | $341K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 15,492 | $336K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC new | 15,251 | $331K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 14,105 | $306K | 0.1% | 2026-Q1 |
| StoneX Group Inc. trimmed | 13,865 | $301K | 0.1% | 2026-Q1 |
| Faithward Advisors, LLC added | 12,328 | $268K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 11,844 | $257K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,163 | $244K | 0.1% | 2026-Q1 |
| Bullseye Investment Management, LLC | 262,066 | $5M | 1.6% | 2025-Q3 stale |
| Prospera Financial Services Inc added | 173,853 | $4M | 1.1% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC added | 55,666 | $1M | 0.4% | 2025-Q3 stale |
| Ergawealth Advisors, Inc. trimmed | 48,603 | $1M | 0.3% | 2025-Q3 stale |
| Jaffetilchin Investment Partners, LLC added | 40,314 | $865K | 0.3% | 2025-Q4 stale |
| Garden State Investment Advisory Services LLC trimmed | 41,185 | $845K | 0.3% | 2025-Q2 stale |
| TRUIST FINANCIAL CORP trimmed | 41,201 | $823K | 0.2% | 2025-Q1 stale |
| SYNOVUS FINANCIAL CORP added | 26,824 | $580K | 0.2% | 2025-Q3 stale |
| Schulz Wealth, LTD. | 23,700 | $509K | 0.2% | 2025-Q4 stale |
| Virtue Capital Management, LLC new | 17,598 | $351K | 0.1% | 2025-Q1 stale |
| BENJAMIN EDWARDS INC added | 16,928 | $338K | 0.1% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. added | 14,211 | $305K | 0.1% | 2025-Q4 stale |
| CreativeOne Wealth, LLC trimmed | 14,393 | $295K | 0.1% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 13,873 | $285K | 0.1% | 2025-Q2 stale |
| &PARTNERS trimmed | 12,764 | $262K | 0.1% | 2025-Q2 stale |
| Independent Wealth Network Inc. trimmed | 12,470 | $256K | 0.1% | 2025-Q2 stale |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 11,220 | $243K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.