$41.28

+0.31 (+0.76%)

Weekly Expected Move ±1.4%

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ETF NASDAQ · AUM $10.7B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — SDVY

617

Institutional Holders

+26 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

306

Increased

199

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (640 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	26,039,851	1.1B	+1,168,999	+4.7%	23Q	SEC ↗
2	MORGAN STANLEY	18,464,593	762M	-119,398	-0.6%	19Q	SEC ↗
3	RAYMOND JAMES FINANCIAL INC	15,391,137	635M	+66,170	+0.4%	7Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	13,258,924	547M	+635,315	+5.0%	18Q	SEC ↗
5	BANK OF AMERICA CORP /DE	9,941,792	410M	+478,207	+5.1%	13Q	SEC ↗
6	Cetera Investment Advisers	8,255,130	341M	+311,768	+3.9%	21Q	SEC ↗
7	ROYAL BANK OF CANADA	6,772,006	280M	+101,095	+1.5%	35Q	SEC ↗
8	UBS Group AG	6,713,889	277M	+424,879	+6.8%	19Q	SEC ↗
9	Capital Investment Advisors, LLC	4,730,785	195M	+155,699	+3.4%	10Q	SEC ↗
10	HARBOUR INVESTMENTS, INC.	4,017,829	166M	+187,438	+4.9%	17Q	SEC ↗
11	STIFEL FINANCIAL CORP	3,948,162	163M	+2,733	+0.1%	22Q	SEC ↗
12	COMMONWEALTH EQUITY SERVICES, LLC	3,647,508	151M	+192,180	+5.6%	22Q	SEC ↗
13	PARK NATIONAL CORP /OH	3,530,538	146M	+58,497	+1.7%	9Q	SEC ↗
14	ENVESTNET ASSET MANAGEMENT INC	3,360,284	139M	-261,009	-7.2%	22Q	SEC ↗
15	OSAIC HOLDINGS, INC.	3,223,089	133M	+410,028	+14.6%	26Q	SEC ↗
16	HighTower Advisors, LLC	3,164,660	131M	+190,700	+6.4%	18Q	SEC ↗
17	TRUIST FINANCIAL CORP	2,753,513	114M	+99,715	+3.8%	21Q	SEC ↗
18	LVZ, Inc.	2,704,072	112M	+29,776	+1.1%	10Q	SEC ↗
19	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	2,573,813	106M	+75,103	+3.0%	21Q	SEC ↗
20	Cambridge Investment Research Advisors	2,478,481	102M	-119,302	-4.6%	22Q	SEC ↗
21	JONES FINANCIAL COMPANIES LLLP	1,839,434	76M	+333,908	+22.2%	8Q	SEC ↗
22	BLAIR WILLIAM & CO/IL	1,792,212	74M	+311,654	+21.0%	20Q	SEC ↗
23	Baird Financial Group, Inc.	1,760,339	73M	+71,063	+4.2%	19Q	SEC ↗
24	Kestra Advisory Services, LLC	1,701,525	70M	+41,837	+2.5%	21Q	SEC ↗
25	MML INVESTORS SERVICES, LLC	1,683,398	69M	+315,346	+23.1%	20Q	SEC ↗
26	Southern Financial Group, LLC	1,308,434	54M	+4,932	+0.4%	3Q	SEC ↗
27	Private Advisor Group, LLC	1,282,902	53M	-162,058	-11.2%	20Q	SEC ↗
28	NewEdge Advisors, LLC	1,197,586	49M	+265,188	+28.4%	19Q	SEC ↗
29	Rockefeller Capital Management L.P.	1,164,454	48M	-117,740	-9.2%	22Q	SEC ↗
30	SMITH CHAS P & ASSOCIATES PA CPAS	1,004,463	41M	-21,995	-2.1%	9Q	SEC ↗
31	Janney Montgomery Scott LLC	944,146	39M	+32,466	+3.6%	21Q	SEC ↗
32	MGO ONE SEVEN LLC	897,391	37M	+817,253	+1019.8%	20Q	SEC ↗
33	JSF Financial, LLC	886,168	37M	-5,463	-0.6%	3Q	SEC ↗
34	WEALTH ENHANCEMENT ADVISORY SERVICES,	870,714	36M	+299,703	+52.5%	12Q	SEC ↗
35	D.A. DAVIDSON & CO.	850,035	35M	+113,062	+15.3%	19Q	SEC ↗
36	Western Wealth Management, LLC	837,131	35M	-12,047	-1.4%	18Q	SEC ↗
37	Prospera Financial Services Inc	796,153	33M	-56,359	-6.6%	19Q	SEC ↗
38	GW HENSSLER & ASSOCIATES LTD	690,450	29M	+5,243	+0.8%	3Q	SEC ↗
39	Decker Wealth Management LLC	650,826	27M	+22,141	+3.5%	3Q	SEC ↗
40	Csenge Advisory Group	650,365	27M	+467,130	+254.9%	8Q	SEC ↗
41	Private Wealth Asset Management, LLC	639,969	26M	+129,379	+25.3%	6Q	SEC ↗
42	Integrated Wealth Concepts LLC	636,990	26M	-16,441	-2.5%	18Q	SEC ↗
43	FIRST TRUST ADVISORS LP	634,332	26M	+98,652	+18.4%	8Q	SEC ↗
44	Blue Chip Partners, LLC	623,257	26M	+15,706	+2.6%	7Q	SEC ↗
45	Sanctuary Advisors, LLC	611,352	25M	+23,386	+4.0%	9Q	SEC ↗
46	Aptus Capital Advisors, LLC	600,056	25M	+21,467	+3.7%	9Q	SEC ↗
47	Trilogy Capital Inc.	583,903	24M	+21,253	+3.8%	3Q	SEC ↗
48	GUARDIAN WEALTH ADVISORS, LLC / NC	571,663	24M	+24,311	+4.4%	9Q	SEC ↗
49	Summit Financial, LLC	543,993	22M	+11,131	+2.1%	4Q	SEC ↗
50	Equitable Holdings, Inc.	539,195	22M	+2,193	+0.4%	23Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
MCF Advisors LLC	224,900	9M
My Portfolio Guide, LLC	208,576	9M
Performance Wealth Partners, LLC	157,156	6M
Stonebridge Financial Group, LLC/CA	151,667	6M
Global Retirement Partners, LLC	109,787	5M
Y-Intercept (Hong Kong) Ltd	100,961	4M
Bluespring Wealth Management, LLC	75,097	3M
Xcelsior Advisor Partners LLC	71,643	3M
COMPASS FINANCIAL MANAGEMENT LLC	56,189	2M
LeClair Wealth Partners LLC	51,705	2M
Triad Wealth Partners, LLC	49,194	2M
IFG Advisory, LLC	46,061	2M
Blueprint Financial Advisors LLC	40,503	2M
Blueprint Investment Partners LLC	37,680	2M
Vantus Wealth LLC	35,978	1M
FLOW TRADERS U.S. LLC	30,524	1M
Coppell Advisory Solutions LLC	28,138	1M
Ameritas Investment Partners, Inc.	26,320	1M
XTX Topco Ltd	20,191	833K
Kinetic Wealth Investment Advisors	17,340	716K

Sold Out (20)

Holder	Prev Shares	Prev Value
Independent Advisor Alliance	824,540	34M
SSI INVESTMENT MANAGEMENT LLC	166,963	7M
Ascentis Independent Advisors	120,647	5M
KMG FIDUCIARY PARTNERS, LLC	119,437	5M
Cerity Partners LLC	82,148	3M
Central Pacific Bank - Trust Divisi	72,800	3M
RENAISSANCE TECHNOLOGIES LLC	64,800	3M
Lifestyle Asset Management, Inc.	47,959	2M
D. E. Shaw & Co., Inc.	25,404	1M
TWO SIGMA SECURITIES, LLC	20,336	839K
Diversify Advisory Services, LLC	16,550	683K
Rathbones Group PLC	16,530	682K
Baer Investment Advisory LLC	11,329	468K
Hidden Cove Wealth Management, LLC	10,459	432K
Fisher Asset Management, LLC	10,236	423K
TFB Advisors LLC	9,402	388K
Beacon Pointe Advisors, LLC	8,961	370K
TUDOR INVESTMENT CORP ET AL	8,038	332K
CAPTRUST FINANCIAL ADVISORS	6,989	289K
Quantum Private Wealth, LLC	5,963	246K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+1,168,999	+4.7%	26,039,851
MGO ONE SEVEN LLC	+817,253	+1019.8%	897,391
WELLS FARGO & COMPANY/MN	+635,315	+5.0%	13,258,924
BANK OF AMERICA CORP /DE	+478,207	+5.1%	9,941,792
Csenge Advisory Group	+467,130	+254.9%	650,365
UBS Group AG	+424,879	+6.8%	6,713,889
OSAIC HOLDINGS, INC.	+410,028	+14.6%	3,223,089
JONES FINANCIAL COMPANIES LLLP	+333,908	+22.2%	1,839,434
MML INVESTORS SERVICES, LLC	+315,346	+23.1%	1,683,398
Cetera Investment Advisers	+311,768	+3.9%	8,255,130
BLAIR WILLIAM & CO/IL	+311,654	+21.0%	1,792,212
WEALTH ENHANCEMENT ADVISORY SERVICE	+299,703	+52.5%	870,714
NewEdge Advisors, LLC	+265,188	+28.4%	1,197,586
COMMONWEALTH EQUITY SERVICES, LLC	+192,180	+5.6%	3,647,508
HighTower Advisors, LLC	+190,700	+6.4%	3,164,660
HARBOUR INVESTMENTS, INC.	+187,438	+4.9%	4,017,829
Creative Planning	+184,023	+1948.4%	193,468
Capital Investment Advisors, LLC	+155,699	+3.4%	4,730,785
AMERIPRISE FINANCIAL INC	+134,087	+325.2%	175,315
Private Wealth Asset Management, LL	+129,379	+25.3%	639,969

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
ELEVATION POINT WEALTH PARTNERS, LL	-782,084	-75.2%	257,778
Vestmark Advisory Solutions, Inc.	-777,483	-75.5%	252,468
Arkadios Wealth Advisors	-426,419	-49.5%	435,309
ENVESTNET ASSET MANAGEMENT INC	-261,009	-7.2%	3,360,284
Richmond Investment Services, LLC	-194,186	-46.8%	220,506
Mariner, LLC	-187,200	-89.1%	22,801
Steward Partners Investment Advisor	-174,692	-33.5%	346,846
Gateway Wealth Partners, LLC	-171,535	-48.9%	179,511
Private Advisor Group, LLC	-162,058	-11.2%	1,282,902
StoneX Group Inc.	-130,391	-51.3%	123,802
Envestnet Portfolio Solutions, Inc.	-120,142	-86.6%	18,597
MORGAN STANLEY	-119,398	-0.6%	18,464,593
Cambridge Investment Research Advis	-119,302	-4.6%	2,478,481
Rockefeller Capital Management L.P.	-117,740	-9.2%	1,164,454
Econ Financial Services Corp	-86,281	-35.8%	155,021
Visionary Wealth Advisors	-69,812	-35.0%	129,935
Prospera Financial Services Inc	-56,359	-6.6%	796,153
Entruity Wealth, LLC	-40,092	-67.1%	19,678
RFG Advisory, LLC	-35,004	-11.7%	265,289
Qube Research & Technologies Ltd	-32,359	-15.9%	171,304

SDVY Institutional Ownership

Institutional Ownership — SDVY

Ownership Trends

Top Institutional Holders (640 total)

Recent Activity

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