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-Q2 13F filings (latest filed 2026-08-26). 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
39 tracked funds added or opened SDVD while 14 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 104 tracked filers holding SDVD, 79 increased or opened the position and 36 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 2026-Q1 and 2026-Q2 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 8
- Luken Investment Analytics, LLC$13M
- VIMA LLC$2M
- Golden State Wealth Management, LLC$1M
- &PARTNERS$957K
- AMERIPRISE FINANCIAL INC$873K
- Ameritas Advisory Services, LLC$828K
Full exits 10
- Wealthspire Retirement, LLC$11M
- Janney Montgomery Scott LLC$4M
- CWM, LLC$2M
- JANE STREET GROUP, LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
- CITADEL ADVISORS LLC$909K
Largest adds
- LPL Financial LLC$9M
- OSAIC HOLDINGS, INC.$4M
- Steward Partners Investment Advisory, LLC$4M
- RAYMOND JAMES FINANCIAL INC$4M
- Cetera Investment Advisers$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
Largest trims
- Whipplewood Advisors, LLC$1M
- Private Advisor Group, LLC$1M
- STIFEL FINANCIAL CORP$732K
- Orion Porfolio Solutions, LLC$651K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,576,054 | $36M | 10.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 1,310,382 | $30M | 8.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,163,529 | $27M | 7.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,126,284 | $26M | 7.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 804,054 | $19M | 5.1% | 2026-Q2 |
| Cetera Investment Advisers added | 772,597 | $18M | 4.9% | 2026-Q2 |
| STEPHENS INC /AR/ added | 678,876 | $16M | 4.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 607,164 | $14M | 3.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 552,562 | $13M | 3.5% | 2026-Q2 |
| Luken Investment Analytics, LLC added | 549,594 | $13M | 3.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 519,484 | $12M | 3.3% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 386,746 | $9M | 2.5% | 2026-Q2 |
| Z3 Capital Partners, LLC added | 349,449 | $8M | 2.2% | 2026-Q2 |
| Indivisible Partners added | 329,479 | $8M | 2.1% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 260,940 | $6M | 1.7% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 252,242 | $6M | 1.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 242,494 | $6M | 1.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 224,221 | $5M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 222,832 | $5M | 1.4% | 2026-Q2 |
| IFP Advisors, Inc added | 203,442 | $5M | 1.3% | 2026-Q2 |
| RiverTree Advisors, LLC added | 196,412 | $5M | 1.3% | 2026-Q2 |
| G&S Capital LLC added | 186,523 | $4M | 1.2% | 2026-Q2 |
| Advisory Advocates, LLC added | 156,166 | $4M | 1.0% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 149,469 | $3M | 1.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 128,579 | $3M | 0.8% | 2026-Q2 |
| MTM Investment Management, LLC added | 110,960 | $3M | 0.7% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC added | 103,280 | $2M | 0.7% | 2026-Q2 |
| Delta Investment Management, LLC added | 102,998 | $2M | 0.7% | 2026-Q2 |
| RFG Advisory, LLC added | 99,073 | $2M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 88,459 | $2M | 0.6% | 2026-Q2 |
| Elevation Advisory Partners LLC added | 86,046 | $2M | 0.6% | 2026-Q2 |
| VIMA LLC added | 83,358 | $2M | 0.5% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 80,386 | $2M | 0.5% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 80,125 | $2M | 0.5% | 2026-Q2 |
| CHIRON CAPITAL MANAGEMENT, LLC trimmed | 79,663 | $2M | 0.5% | 2026-Q2 |
| Arax Advisory Partners added | 72,170 | $2M | 0.5% | 2026-Q2 |
| Cambridge Advisors Inc. added | 65,918 | $2M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 65,388 | $2M | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 64,721 | $1M | 0.4% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 62,256 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 61,682 | $1M | 0.4% | 2026-Q2 |
| Golden State Wealth Management, LLC new | 61,012 | $1M | 0.4% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 58,605 | $1M | 0.4% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 55,250 | $1M | 0.4% | 2026-Q2 |
| WINNACLE WEALTH LLC added | 53,962 | $1M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 52,621 | $1M | 0.3% | 2026-Q2 |
| Next Level Private LLC added | 52,221 | $1M | 0.3% | 2026-Q2 |
| Atlas Wealth LLC added | 51,686 | $1M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 48,485 | $1M | 0.3% | 2026-Q2 |
| Maia Wealth LLC added | 43,506 | $1M | 0.3% | 2026-Q2 |
| 1776 Wealth LLC added | 42,871 | $990K | 0.3% | 2026-Q2 |
| &PARTNERS added | 41,531 | $957K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 40,899 | $944K | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 37,825 | $873K | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 37,776 | $872K | 0.2% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 36,760 | $849K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 35,872 | $828K | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 30,288 | $699K | 0.2% | 2026-Q2 |
| Uniting Wealth Partners, LLC new | 29,773 | $687K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 29,763 | $689K | 0.2% | 2026-Q2 |
| TKG Advisors, LLC added | 28,602 | $660K | 0.2% | 2026-Q2 |
| Signature Equity Partners, LLC added | 27,353 | $632K | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 25,268 | $583K | 0.2% | 2026-Q2 |
| Balboa Wealth Partners trimmed | 24,517 | $566K | 0.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 23,730 | $548K | 0.2% | 2026-Q2 |
| Schulz Wealth, LTD. | 23,700 | $547K | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 23,424 | $541K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC added | 20,461 | $472K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 19,333 | $446K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. new | 19,283 | $445K | 0.1% | 2026-Q2 |
| Triumph Capital Management added | 19,162 | $442K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 18,848 | $435K | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 17,897 | $413K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 17,380 | $401K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 16,405 | $379K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 15,492 | $358K | 0.1% | 2026-Q2 |
| Van Diest Capital, LLC new | 15,243 | $352K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 14,369 | $332K | 0.1% | 2026-Q2 |
| Faithward Advisors, LLC added | 13,512 | $312K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 13,431 | $310K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 13,093 | $302K | 0.1% | 2026-Q2 |
| MSH Capital Advisors LLC new | 12,734 | $294K | 0.1% | 2026-Q2 |
| Csenge Advisory Group new | 11,666 | $269K | 0.1% | 2026-Q2 |
| World Investment Advisors added | 11,043 | $255K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 10,943 | $253K | 0.1% | 2026-Q2 |
| Quad-Cities Investment Group, LLC added | 10,060 | $232K | 0.1% | 2026-Q2 |
| Core Wealth Partners LLC trimmed | 9,761 | $225K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,184 | $189K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 5,544 | $128K | 0.0% | 2026-Q2 |
| Bank of New Hampshire new | 5,440 | $126K | 0.0% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 3,494 | $81K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 2,940 | $68K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 2,450 | $57K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 2,400 | $55K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 2,364 | $55K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT new | 2,356 | $54K | 0.0% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 2,313 | $53K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 937 | $22K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 302 | $7K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 266 | $6K | 0.0% | 2026-Q2 |
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.