SPDV institutional holders

ETF SER SOLUTIONS · 13F, 2026Q2

Managers holding39
Shares held1,357,628
Reported value$51.7m
Quarter flows6 new, 15 added, 13 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
OSAIC HOLDINGS, INC.365,327$14.1m0.0%
LPL Financial LLC203,857$7.9m0.0%
Cetera Investment Advisers195,211$7.5m0.0%
Western Wealth Management, LLC117,014$4.5m0.1%
Pine Valley Investments Ltd Liability Co61,379$2.4m0.1%
Virginia Estate & Retirement Planning Advisors Inc.74,580$2.3m0.3%
RAYMOND JAMES FINANCIAL INC48,660$1.9m0.0%
Ameritas Advisory Services, LLC34,755$1.3m0.0%
Aviance Capital Partners, LLC33,252$1.3m0.1%
STIFEL FINANCIAL CORP29,335$1.1m0.0%
Cambridge Investment Research Advisors, Inc.17,982$694,0000.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP17,564$676,8830.0%
Key Client Fiduciary Advisors, LLC15,807$609,1790.2%
CAPTRUST FINANCIAL ADVISORS13,065$503,4870.0%
HighTower Advisors, LLC11,450$441,2610.0%
ENVESTNET ASSET MANAGEMENT INC11,193$431,3630.0%
Integrated Wealth Concepts LLC10,476$403,7360.0%
Strait & Sound Wealth Management LLC10,328$398,0100.1%
Laird Norton Wetherby Trust Company, LLC10,000$386,5310.0%
Baker Avenue Asset Management, LP10,000$385,3810.0%
CITADEL ADVISORS LLC9,729$374,9370.0%
COMMONWEALTH EQUITY SERVICES, LLC8,726$336,2980.0%
PFG Investments, LLC8,328$320,9630.0%
Stratos Wealth Partners, LTD.7,147$275,4320.0%
NewEdge Advisors, LLC7,064$272,2350.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SPDV"). SPDV price history · All 13F data

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