SDIV Institutional Ownership
Global X - SuperDividend ETF
1W: -1.1%
1M: -6.5%
3M: -4.2%
YTD: -2.5%
1Y: -0.3%
3Y: +37.8%
5Y: -5.0%
$23.42
+0.14 (+0.60%)
Weekly Expected Move ±1.3%
$23
$23
$23
$24
$24
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — SDIV
137
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
179M
Total Invested
17
New Positions
57
Increased
43
Reduced
18
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (150 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,083,477 | $25M | +16,447 | +1.5% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 585,027 | $14M | +78,193 | +15.4% | 15Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 551,873 | $13M | +18,087 | +3.4% | 15Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 415,270 | $10M | +4,268 | +1.0% | 15Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 392,220 | $9M | +135,108 | +52.5% | 15Q | SEC ↗ |
| 6 | PRINCIPAL SECURITIES, INC. | 332,794 | $8M | +2,712 | +0.8% | 11Q | SEC ↗ |
| 7 | AE Wealth Management LLC | 242,569 | $6M | +1,682 | +0.7% | 7Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 217,921 | $5M | +2,586 | +1.2% | 15Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 187,120 | $4M | +16,824 | +9.9% | 15Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 184,054 | $4M | +28,266 | +18.1% | 7Q | SEC ↗ |
| 11 | Foguth Wealth Management, LLC. | 174,873 | $4M | -1,091,416 | -86.2% | 3Q | SEC ↗ |
| 12 | Fifth Third Securities, Inc. | 172,801 | $4M | +42,985 | +33.1% | 11Q | SEC ↗ |
| 13 | FLOW TRADERS U.S. LLC | 170,962 | $4M | +13,829 | +8.8% | 2Q | SEC ↗ |
| 14 | UBS Group AG | 160,958 | $4M | +66,979 | +71.3% | 15Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 143,216 | $3M | +2,147 | +1.5% | 15Q | SEC ↗ |
| 16 | JONES FINANCIAL COMPANIES LLLP | 141,051 | $3M | +24,961 | +21.5% | 9Q | SEC ↗ |
| 17 | NFSG Corp | 135,085 | $3M | -2,096 | -1.5% | 15Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 116,786 | $3M | +7,415 | +6.8% | 15Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 108,346 | $3M | +11,424 | +11.8% | 15Q | SEC ↗ |
| 20 | Wealthfront Advisers LLC | 94,808 | $2M | -981 | -1.0% | 15Q | SEC ↗ |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | 92,745 | $2M | +12,226 | +15.2% | 6Q | SEC ↗ |
| 22 | KINGSWOOD WEALTH ADVISORS, LLC | 92,427 | $2M | -24,114 | -20.7% | 6Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 79,561 | $2M | +3,792 | +5.0% | 15Q | SEC ↗ |
| 24 | D. E. Shaw & Co., Inc. NEW | 75,899 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 69,060 | $2M | +32,179 | +87.3% | 15Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 67,812 | $2M | +12,615 | +22.9% | 15Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 62,809 | $1M | +12,320 | +24.4% | 5Q | SEC ↗ |
| 28 | SEI INVESTMENTS CO | 61,121 | $1M | +16,418 | +36.7% | 7Q | SEC ↗ |
| 29 | Prospera Financial Services Inc | 56,945 | $1M | +7,409 | +15.0% | 15Q | SEC ↗ |
| 30 | Ameritas Advisory Services, LLC | 55,180 | $1M | +26,526 | +92.6% | 12Q | SEC ↗ |
| 31 | INTEGRITY ALLIANCE, LLC. | 51,944 | $1M | +9,860 | +23.4% | 7Q | SEC ↗ |
| 32 | Strategic Financial Concepts, LLC | 51,707 | $1M | -1,274 | -2.4% | 2Q | SEC ↗ |
| 33 | &PARTNERS | 50,602 | $1M | +6,650 | +15.1% | 2Q | SEC ↗ |
| 34 | SBI Securities Co., Ltd. | 41,960 | $983K | +730 | +1.8% | 7Q | SEC ↗ |
| 35 | Goldstone Financial Group, LLC | 39,790 | $932K | -798 | -2.0% | 13Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 39,686 | $929K | +16,888 | +74.1% | 14Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 37,403 | $876K | -129 | -0.3% | 15Q | SEC ↗ |
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 36,489 | $855K | -572 | -1.5% | 7Q | SEC ↗ |
| 39 | Resurgent Financial Advisors LLC | 35,336 | $828K | +2,457 | +7.5% | 4Q | SEC ↗ |
| 40 | Fiduciary Alliance LLC | 34,670 | $812K | +1,795 | +5.5% | 4Q | SEC ↗ |
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 33,754 | $791K | -1,924 | -5.4% | 10Q | SEC ↗ |
| 42 | Kestra Advisory Services, LLC | 32,226 | $755K | -800 | -2.4% | 7Q | SEC ↗ |
| 43 | M Holdings Securities, Inc. | 31,731 | $743K | +3,859 | +13.8% | 3Q | SEC ↗ |
| 44 | Kovack Advisors, Inc. | 31,473 | $737K | +2,275 | +7.8% | 6Q | SEC ↗ |
| 45 | Sterling Manor Financial, LLC | 28,872 | $676K | +11,972 | +70.8% | 4Q | SEC ↗ |
| 46 | Triumph Capital Management | 28,033 | $657K | +1,041 | +3.9% | 14Q | SEC ↗ |
| 47 | Fortis Group Advisors, LLC | 25,761 | $603K | +4,215 | +19.6% | 5Q | SEC ↗ |
| 48 | Wealthspire Advisors, LLC | 23,804 | $557K | — | +0.0% | 15Q | SEC ↗ |
| 49 | HighTower Advisors, LLC | 22,798 | $534K | -17,075 | -42.8% | 11Q | SEC ↗ |
| 50 | Founders Financial Alliance, LLC | 22,607 | $529K | -88 | -0.4% | 15Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| D. E. Shaw & Co., Inc. | 75,899 | $2M |
| Global Retirement Partners, LLC | 14,571 | $341K |
| Focus Partners Wealth | 12,154 | $285K |
| HRT FINANCIAL LP | 12,044 | $282K |
| IFG Advisory, LLC | 4,706 | $110K |
| Integrated Wealth Concepts LLC | 2,556 | $60K |
| Cape Investment Advisory, Inc. | 2,555 | $60K |
| Institute for Wealth Management, LL | 1,500 | $35K |
| Allspring Global Investments Holdin | 871 | $20K |
| Private Wealth Asset Management, LL | 666 | $16K |
| Financial Gravity Companies, Inc. | 666 | $16K |
| PETERSON WEALTH MANAGEMENT | 448 | $10K |
| Allworth Financial LP | 380 | $9K |
| Russell Investments Group, Ltd. | 330 | $8K |
| Capital Investment Advisory Service | 200 | $5K |
| LifeSteps Financial, Inc. | 55 | $1K |
| Tower Research Capital LLC (TRC) | 22 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Howard Capital Management Inc. | 834,871 | $20M |
| POTOMAC FUND MANAGEMENT INC /ADV | 584,970 | $14M |
| JANE STREET GROUP, LLC | 252,412 | $6M |
| Synergy Asset Management, LLC | 66,739 | $2M |
| CITADEL ADVISORS LLC | 48,971 | $1M |
| CacheTech Inc. | 47,946 | $1M |
| Thompson David Blair | 28,054 | $657K |
| C2C Wealth Management, LLC | 20,898 | $489K |
| Mariner, LLC | 18,453 | $432K |
| Advyzon Investment Management, LLC | 16,381 | $384K |
| Independent Advisor Alliance | 12,514 | $293K |
| Kingstone Capital Partners Texas, L | 12,057 | $282K |
| Waterloo Capital, L.P. | 10,251 | $240K |
| PFG Investments, LLC | 9,052 | $212K |
| Qube Research & Technologies Ltd | 8,985 | $210K |
| Sound View Wealth Advisors Group, L | 8,800 | $206K |
| SageView Advisory Group, LLC | 8,389 | $196K |
| Mirae Asset Global Investments Co., | 6,200 | $145K |
| BASSO CAPITAL MANAGEMENT, L.P. | 1,405 | $33K |
| CKW FINANCIAL GROUP | 1,000 | $23K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +135,108 | +52.5% | 392,220 |
| MORGAN STANLEY | +78,193 | +15.4% | 585,027 |
| UBS Group AG | +66,979 | +71.3% | 160,958 |
| Fifth Third Securities, Inc. | +42,985 | +33.1% | 172,801 |
| ROYAL BANK OF CANADA | +32,179 | +87.3% | 69,060 |
| RAYMOND JAMES FINANCIAL INC | +28,266 | +18.1% | 184,054 |
| Ameritas Advisory Services, LLC | +26,526 | +92.6% | 55,180 |
| JONES FINANCIAL COMPANIES LLLP | +24,961 | +21.5% | 141,051 |
| BANK OF AMERICA CORP /DE | +18,087 | +3.4% | 551,873 |
| STIFEL FINANCIAL CORP | +16,888 | +74.1% | 39,686 |
| ENVESTNET ASSET MANAGEMENT INC | +16,824 | +9.9% | 187,120 |
| LPL Financial LLC | +16,447 | +1.5% | 1,083,477 |
| SEI INVESTMENTS CO | +16,418 | +36.7% | 61,121 |
| FLOW TRADERS U.S. LLC | +13,829 | +8.8% | 170,962 |
| MML INVESTORS SERVICES, LLC | +12,615 | +22.9% | 67,812 |
| Private Advisor Group, LLC | +12,320 | +24.4% | 62,809 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +12,226 | +15.2% | 92,745 |
| Sterling Manor Financial, LLC | +11,972 | +70.8% | 28,872 |
| NewEdge Advisors, LLC | +11,424 | +11.8% | 108,346 |
| INTEGRITY ALLIANCE, LLC. | +9,860 | +23.4% | 51,944 |