Who owns SDVY
Which tracked institutional funds hold SDVY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SDVY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 SDVY is one-sided between 2026-Q1 and 2026-Q2: 240 added or opened and 53 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
SDVY’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.0pp gap the other way — the median holder sizes SDVY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SDVY 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 557 tracked filers holding SDVY, 349 increased or opened the position and 222 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 SDVY 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 23
- MCF Advisors LLC$10M
- Performance Wealth Partners, LLC$7M
- Global Retirement Partners, LLC$5M
- Y-Intercept (Hong Kong) Ltd$4M
- Prairie Wealth Advisors, Inc.$4M
- Bluespring Wealth Management, LLC$3M
Full exits 26
- HighTower Advisors, LLC$117M
- Cambridge Investment Research Advisors, Inc.$102M
- SMITH CHAS P & ASSOCIATES PA CPAS$40M
- Janney Montgomery Scott LLC$36M
- Independent Advisor Alliance$33M
- Integrated Wealth Concepts LLC$26M
Largest adds
- LPL Financial LLC$143M
- WELLS FARGO & COMPANY/MN$74M
- MORGAN STANLEY$64M
- RAYMOND JAMES FINANCIAL INC$60M
- BANK OF AMERICA CORP /DE/$56M
- Cetera Investment Advisers$43M
Largest trims
- ELEVATION POINT WEALTH PARTNERS, LLC$30M
- Vestmark Advisory Solutions, Inc.$30M
- Arkadios Wealth Advisors$15M
- Mariner, LLC$7M
- Richmond Investment Services, LLC$7M
- Gateway Wealth Partners, LLC$6M
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 | 26,039,851 | $1.1B | 14.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 18,464,593 | $797M | 10.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 15,391,137 | $664M | 8.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 13,258,924 | $572M | 7.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 9,941,792 | $429M | 5.5% | 2026-Q2 |
| Cetera Investment Advisers added | 8,255,130 | $356M | 4.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 6,772,006 | $292M | 3.7% | 2026-Q2 |
| UBS Group AG added | 6,713,889 | $290M | 3.7% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 4,730,785 | $204M | 2.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,017,829 | $173M | 2.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 3,948,162 | $170M | 2.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,647,508 | $157M | 2.0% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 3,530,538 | $152M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,360,284 | $145M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,223,089 | $139M | 1.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,753,513 | $119M | 1.5% | 2026-Q2 |
| LVZ, Inc. added | 2,704,072 | $117M | 1.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,573,813 | $111M | 1.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,839,434 | $79M | 1.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 1,792,212 | $77M | 1.0% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,760,339 | $76M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,701,525 | $73M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,683,398 | $73M | 0.9% | 2026-Q2 |
| Southern Financial Group, LLC added | 1,308,434 | $56M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 1,282,902 | $55M | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,197,586 | $52M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 1,164,454 | $50M | 0.6% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 897,391 | $39M | 0.5% | 2026-Q2 |
| JSF Financial, LLC trimmed | 886,168 | $38M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 870,714 | $37M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 850,035 | $37M | 0.5% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 837,131 | $36M | 0.5% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 796,153 | $34M | 0.4% | 2026-Q2 |
| GW HENSSLER & ASSOCIATES LTD added | 690,450 | $30M | 0.4% | 2026-Q2 |
| Decker Wealth Management LLC added | 650,826 | $28M | 0.4% | 2026-Q2 |
| Csenge Advisory Group added | 650,365 | $28M | 0.4% | 2026-Q2 |
| Private Wealth Asset Management, LLC added | 639,969 | $28M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 634,332 | $27M | 0.3% | 2026-Q2 |
| Blue Chip Partners, LLC added | 623,257 | $27M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 611,352 | $26M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 600,056 | $26M | 0.3% | 2026-Q2 |
| Trilogy Capital Inc. added | 583,903 | $25M | 0.3% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 571,663 | $25M | 0.3% | 2026-Q2 |
| Summit Financial, LLC added | 543,993 | $23M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 539,195 | $23M | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 505,502 | $22M | 0.3% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 501,563 | $22M | 0.3% | 2026-Q2 |
| Crumly & Associates Inc. added | 468,829 | $20M | 0.3% | 2026-Q2 |
| Sanchez Wealth Management Group added | 466,604 | $20M | 0.3% | 2026-Q2 |
| &PARTNERS added | 459,054 | $20M | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. added | 442,090 | $19M | 0.2% | 2026-Q2 |
| Advantage Trust Co trimmed | 439,357 | $19M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 435,309 | $19M | 0.2% | 2026-Q2 |
| DAGCO, INC. added | 428,281 | $18M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 418,522 | $18M | 0.2% | 2026-Q2 |
| Solano Wealth Investment Advisors LLC trimmed | 416,944 | $18M | 0.2% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 404,553 | $17M | 0.2% | 2026-Q2 |
| B & T Capital Management DBA Alpha Capital Management added | 364,252 | $16M | 0.2% | 2026-Q2 |
| Randall & Associates Wealth Management added | 354,958 | $15M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 346,846 | $15M | 0.2% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC added | 333,482 | $14M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 332,601 | $14M | 0.2% | 2026-Q2 |
| Aft, Forsyth & Sober, LLC | 329,600 | $13M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 323,604 | $14M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 318,247 | $14M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 315,054 | $14M | 0.2% | 2026-Q2 |
| Procyon Advisors, LLC added | 313,162 | $14M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 312,080 | $13M | 0.2% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 306,445 | $13M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 299,996 | $13M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 298,897 | $13M | 0.2% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 295,081 | $13M | 0.2% | 2026-Q2 |
| S Harris Financial Group, LLC added | 294,596 | $13M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 289,358 | $12M | 0.2% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 277,141 | $12M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 277,064 | $12M | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 270,892 | $12M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 265,289 | $11M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 257,778 | $11M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 252,468 | $11M | 0.1% | 2026-Q2 |
| Hobart Private Capital, LLC added | 252,038 | $11M | 0.1% | 2026-Q2 |
| PSI Advisors, LLC trimmed | 251,602 | $11M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 241,287 | $10M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 237,709 | $10M | 0.1% | 2026-Q2 |
| MCF Advisors LLC new | 224,900 | $10M | 0.1% | 2026-Q2 |
| Richmond Investment Services, LLC trimmed | 220,506 | $10M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 220,121 | $9M | 0.1% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. added | 220,001 | $9M | 0.1% | 2026-Q2 |
| LCW Services, LLC added | 217,064 | $9M | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 216,902 | $9M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 216,768 | $9M | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 214,270 | $9M | 0.1% | 2026-Q2 |
| Baron Wealth Management LLC added | 213,371 | $9M | 0.1% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC added | 212,206 | $9M | 0.1% | 2026-Q2 |
| Certified Advisory Corp trimmed | 211,593 | $9M | 0.1% | 2026-Q2 |
| Southland Equity Partners LLC added | 205,509 | $9M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 205,101 | $9M | 0.1% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 199,688 | $9M | 0.1% | 2026-Q2 |
| Capital Investment Counsel, LLC trimmed | 196,298 | $8M | 0.1% | 2026-Q2 |
| Creative Planning added | 193,468 | $8M | 0.1% | 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.