Who owns SPYD
Which tracked institutional funds hold SPYD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPYD 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
92 tracked funds added or opened SPYD while 41 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
SPYD’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPYD 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 504 tracked filers holding SPYD, 256 increased or opened the position and 193 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 SPYD 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 15
- GFS Advisors, LLC$36M
- Financial Gravity Companies, Inc.$15M
- Tidal Investments LLC$14M
- Jump Financial, LLC$4M
- D. E. Shaw & Co., Inc.$4M
- Avior Wealth Management, LLC$4M
Full exits 18
- Financial Gravity Asset Management, Inc.$14M
- Janney Montgomery Scott LLC$11M
- CWM, LLC$10M
- Elite Financial, Inc.$9M
- Cambridge Investment Research Advisors, Inc.$6M
- Banque Cantonale Vaudoise$5M
Largest adds
- LPL Financial LLC$32M
- Advisors Capital Management, LLC$15M
- BANK OF AMERICA CORP /DE/$12M
- Qube Research & Technologies Ltd$11M
- MORGAN STANLEY$8M
- VANTAGEPOINT INVESTMENT ADVISERS LLC$7M
Largest trims
- AMERIPRISE FINANCIAL INC$179M
- Auto-Owners Insurance Co$27M
- BNP PARIBAS FINANCIAL MARKETS$6M
- Genesee Capital Advisors, LLC$6M
- First Command Advisory Services, Inc.$5M
- Gateway Wealth Partners, LLC$3M
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 | 5,115,210 | $244M | 14.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,449,190 | $165M | 9.7% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,315,128 | $158M | 9.4% | 2026-Q2 |
| Auto-Owners Insurance Co trimmed | 2,050,000 | $98M | 5.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,682,417 | $80M | 4.7% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 1,437,681 | $69M | 4.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 790,973 | $38M | 2.2% | 2026-Q2 |
| First Command Advisory Services, Inc. trimmed | 729,859 | $35M | 2.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 705,786 | $34M | 2.0% | 2026-Q2 |
| UBS Group AG trimmed | 689,145 | $33M | 1.9% | 2026-Q2 |
| Curran Financial Partners, LLC added | 611,552 | $29M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 581,680 | $28M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 532,010 | $25M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 515,233 | $25M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 503,977 | $24M | 1.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 467,508 | $21M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 455,223 | $22M | 1.3% | 2026-Q2 |
| Dakota Wealth Management added | 400,874 | $19M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 396,673 | $19M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 396,211 | $19M | 1.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 320,224 | $15M | 0.9% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 318,591 | $15M | 0.9% | 2026-Q2 |
| Wealthfront Advisers LLC added | 311,737 | $15M | 0.9% | 2026-Q2 |
| Advisors Capital Management, LLC added | 310,099 | $15M | 0.9% | 2026-Q2 |
| Tidal Investments LLC new | 296,777 | $14M | 0.8% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. added | 273,088 | $13M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 257,757 | $12M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 256,501 | $12M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 235,511 | $11M | 0.7% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 232,596 | $11M | 0.7% | 2026-Q2 |
| StoneX Group Inc. added | 219,905 | $10M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 210,836 | $10M | 0.6% | 2026-Q2 |
| SWS Partners trimmed | 207,359 | $10M | 0.6% | 2026-Q2 |
| Keystone Financial Planning, Inc. added | 197,430 | $9M | 0.6% | 2026-Q2 |
| FIRST HAWAIIAN BANK | 195,322 | $9M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 193,151 | $9M | 0.5% | 2026-Q2 |
| COWA, LLC added | 189,929 | $9M | 0.5% | 2026-Q2 |
| Cercano Management LLC trimmed | 174,939 | $8M | 0.5% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 167,993 | $8M | 0.5% | 2026-Q2 |
| Waterloo Capital, L.P. added | 163,735 | $8M | 0.5% | 2026-Q2 |
| Daiwa Securities Group Inc. | 162,306 | $8M | 0.5% | 2026-Q2 |
| Crescent Grove Advisors, LLC added | 154,026 | $7M | 0.4% | 2026-Q2 |
| Systematic Alpha Investments, LLC | 147,601 | $7M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 142,067 | $7M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 128,722 | $6M | 0.4% | 2026-Q2 |
| CGN Advisors LLC trimmed | 125,264 | $6M | 0.4% | 2026-Q2 |
| Curi Capital, LLC | 124,700 | $6M | 0.4% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 124,279 | $6M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 123,795 | $6M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 123,255 | $6M | 0.3% | 2026-Q2 |
| Venture Visionary Partners LLC trimmed | 119,017 | $6M | 0.3% | 2026-Q2 |
| Asset One Wealth Management LLC added | 112,959 | $5M | 0.3% | 2026-Q2 |
| Phoenix Wealth Advisors added | 108,866 | $5M | 0.3% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 107,943 | $5M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 107,764 | $5M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 99,113 | $5M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 98,510 | $5M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 96,404 | $5M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 94,392 | $5M | 0.3% | 2026-Q2 |
| Jump Financial, LLC added | 89,621 | $4M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 88,863 | $4M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 87,016 | $4M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 86,479 | $4M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 85,522 | $4M | 0.2% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 84,488 | $4M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 79,953 | $4M | 0.2% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 79,795 | $4M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 79,526 | $4M | 0.2% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 78,776 | $4M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 78,337 | $4M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 78,170 | $4M | 0.2% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC added | 77,354 | $4M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 77,102 | $4M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 76,786 | $4M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC new | 74,387 | $4M | 0.2% | 2026-Q2 |
| WHITE PINE CAPITAL LLC added | 73,626 | $4M | 0.2% | 2026-Q2 |
| Independent Wealth Network Inc. added | 72,228 | $3M | 0.2% | 2026-Q2 |
| Parallax Volatility Advisers, L.P. new | 71,455 | $3M | 0.2% | 2026-Q2 |
| Advisor OS, LLC trimmed | 71,384 | $3M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 71,254 | $3M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 70,585 | $3M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 68,355 | $3M | 0.2% | 2026-Q2 |
| NAN FUNG TRINITY (HK) LTD | 67,500 | $3M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 67,397 | $3M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 66,108 | $3M | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 64,910 | $3M | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 64,660 | $3M | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 64,425 | $3M | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 63,863 | $3M | 0.2% | 2026-Q2 |
| Econ Financial Services Corp added | 63,286 | $3M | 0.2% | 2026-Q2 |
| Trajan Wealth LLC trimmed | 61,753 | $3M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC | 58,443 | $3M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 58,023 | $3M | 0.2% | 2026-Q2 |
| V2 Financial group LLC added | 57,963 | $3M | 0.2% | 2026-Q2 |
| McAdam, LLC trimmed | 57,883 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 55,735 | $3M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 54,945 | $3M | 0.2% | 2026-Q2 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC added | 54,123 | $3M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 54,110 | $3M | 0.2% | 2026-Q2 |
| GFS Advisors, LLC new | 150 | $36M | 2.1% | 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.