SDVY institutional ownership changes in Q2 2026: 59 institutions opened or added positions, 33 trimmed or exited. SDVY (FIRST TR EXCHANGE TRADED FD) is held by 89 institutional investors as of Q2 2026. Top institutional shareholders: LPL Financial LLC ($1.1B), Morgan Stanley ($796.6M), Raymond James Financial Inc. ($664M). Institutions were buying, on balance.
Who's Trading
Latest move
Source dates: Price Nov 6, 2026 · Insiders none · Activists none · Congress Jul 3, 2025
Top Holders
| Action | ||||||
|---|---|---|---|---|---|---|
Increased | 26M(+4.7%) | $1.1B | 0.3% | +31.89% | 40 | |
Decreased | 18.5M(-0.6%) | $796.6M | 0.0% | +26.73% | 0 | |
Increased | 15.4M(+0.4%) | $664M | 0.2% | +19.61% | 38 | |
Increased | 13.3M(+5.0%) | $572M | 0.1% | +29.45% | 33 | |
Increased | 9.9M(+5.0%) | $428.9M | 0.0% | +22.83% | 33 | |
Increased | 8.3M(+3.9%) | $356.1M | 0.3% | +21.77% | 39 | |
Increased | 6.8M(+1.5%) | $292.1M | 0.0% | +28.29% | 31 | |
Increased | 6.7M(+6.8%) | $289.6M | 0.0% | +27.00% | 33 | |
Increased | 3.9M(+0.1%) | $170.3M | 0.1% | +30.97% | 36 | |
Increased | 3.6M(+5.6%) | $157.4M | 0.2% | +26.91% | 38 | |
Decreased | 3.4M(-7.2%) | $145M | 0.0% | +30.25% | 0 | |
Increased | 3.2M(+14.6%) | $139.1M | 0.2% | +33.52% | 41 | |
Increased | 3.2M(+6.4%) | $136.5M | 0.1% | +21.64% | 39 | |
Increased | 2.8M(+3.8%) | $118.8M | 0.1% | +42.46% | 37 | |
Increased | 2.6M(+3.0%) | $111M | 0.1% | +24.68% | 31 | |
Increased | 1.8M(+22.2%) | $79.2M | 0.0% | +12.57% | 36 | |
Increased | 1.8M(+21.1%) | $77.3M | 0.2% | +26.80% | 42 | |
Increased | 1.8M(+4.2%) | $75.9M | 0.1% | +29.46% | 37 | |
Increased | 1.7M(+2.5%) | $73.4M | 0.2% | +27.83% | 36 | |
Increased | 1.7M(+23.1%) | $72.6M | 0.1% | +25.70% | 43 |
Showing 1-20 of 96
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Who owns SDVY?
89 institutional investors held SDVY on June 30, 2026, led by LPL Financial LLC ($1.1B), Morgan Stanley ($796.6M) and Raymond James Financial Inc. ($664M).
How many hedge funds hold SDVY?
89 institutional investors reported SDVY in their 13F filings for the quarter ended June 30, 2026, $6.4B in all. 8 of them are rated Elite.
Are institutions buying or selling SDVY?
Buying, on balance. In Q2 2026, 59 institutions opened or added to positions in SDVY and 33 institutions trimmed or exited.
Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer