SDIV

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$24.79

-0.07 (-0.28%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding SDIV · 2026-Q1 methodology → sources →

118 holders

% of shares outstanding held

—

Shares held (13F)

6,879,736

Reporting holders

118

Top holders

largest 100 of 118 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	1,067,0301.1M	$27M	—	ADD 5%
2	BANK OF AMERICA CORP /DE/	533,786533,786	$13M	—	ADD 7%
3	MORGAN STANLEY	506,834506,834	$13M	—	TRIM -35%
4	OSAIC HOLDINGS, INC.	411,002411,002	$10M	—	ADD 106%
5	PRINCIPAL SECURITIES, INC.	330,082330,082	$8M	—	ADD 20%
6	WELLS FARGO & COMPANY/MN	257,112257,112	$6M	—	ADD 53%
7	JANE STREET GROUP, LLC	252,412252,412	$6M	—	NEW
8	AE Wealth Management LLC	240,887240,887	$6M	—	ADD 93%
9	Cetera Investment Advisers	215,335215,335	$5M	—	TRIM -12%
10	ENVESTNET ASSET MANAGEMENT INC	170,296170,296	$4M	—	TRIM -11%
11	FLOW TRADERS U.S. LLC	157,133157,133	$4M	—	NEW
12	RAYMOND JAMES FINANCIAL INC	155,788155,788	$4M	—	ADD 30%
13	Cambridge Investment Research Advisors, Inc.	141,069141,069	$4M	—	ADD 14%
14	NFSG Corp	137,181137,181	$3M	—	—
15	Fifth Third Securities, Inc.	129,816129,816	$3M	—	ADD 8%
16	KINGSWOOD WEALTH ADVISORS, LLC	116,541116,541	$3M	—	ADD 25%
17	JONES FINANCIAL COMPANIES LLLP	116,090116,090	$3M	—	ADD 36%
18	AMERIPRISE FINANCIAL INC	109,371109,371	$3M	—	ADD 25%
19	Wealthfront Advisers LLC	95,78995,789	$2M	—	ADD 64%
20	UBS Group AG	93,97993,979	$2M	—	ADD 99%
21	KESTRA PRIVATE WEALTH SERVICES, LLC	80,51980,519	$2M	—	ADD 33%
22	JPMORGAN CHASE & CO	75,76975,769	$2M	—	TRIM -13%
23	Synergy Asset Management, LLC	66,73966,739	$2M	—	NEW
24	MML INVESTORS SERVICES, LLC	55,19755,197	$1M	—	ADD 3%
25	Strategic Financial Concepts, LLC	52,98152,981	$1M	—	NEW
26	Private Advisor Group, LLC	50,48950,489	$1M	—	ADD 50%
27	Prospera Financial Services Inc	49,53649,536	$1M	—	ADD 104%
28	CITADEL ADVISORS LLC	48,97148,971	$1M	—	NEW
29	SEI INVESTMENTS CO	44,70344,703	$1M	—	TRIM -27%
30	&PARTNERS	43,95243,952	$1M	—	NEW
31	INTEGRITY ALLIANCE, LLC.	42,08442,084	$1M	—	ADD 64%
32	SBI Securities Co., Ltd.	41,23041,230	$1M	—	—
33	Goldstone Financial Group, LLC	40,58840,588	$1M	—	TRIM -5%
34	HighTower Advisors, LLC	39,87339,873	$1M	—	TRIM -10%
35	COMMONWEALTH EQUITY SERVICES, LLC	37,53237,532	$948,070	—	TRIM -7%
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	37,06137,061	$939,859	—	TRIM -58%
37	ROYAL BANK OF CANADA	36,88136,881	$932,000	—	ADD 9%
38	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	35,67835,678	$901,218	—	ADD 5%
39	Fiduciary Alliance LLC	32,87532,875	$858,038	—	ADD 5%
40	Kestra Advisory Services, LLC	33,02633,026	$834,236	—	ADD 30%
41	Resurgent Financial Advisors LLC	32,87932,879	$830,524	—	ADD 3%
42	Kovack Advisors, Inc.	29,19829,198	$734,927	—	ADD 10%
43	Sterling Manor Financial, LLC	28,87228,872	$729,307	—	ADD 71%
44	Ameritas Advisory Services, LLC	28,65428,654	$723,800	—	ADD 2%
45	M Holdings Securities, Inc.	27,87227,872	$714,000	—	ADD 10%
46	Triumph Capital Management	26,99226,992	$681,816	—	—
47	Wealthspire Advisors, LLC	23,80423,804	$601,289	—	—
48	STIFEL FINANCIAL CORP	22,79822,798	$575,875	—	ADD 26%
49	Founders Financial Alliance, LLC	22,69522,695	$573,274	—	ADD 13%
50	AQR CAPITAL MANAGEMENT LLC	22,50122,501	$568,375	—	NEW
51	Fortis Group Advisors, LLC	21,54621,546	$562,554	—	—
52	SUSQUEHANNA INTERNATIONAL GROUP, LLP	19,87919,879	$502,144	—	TRIM -79%
53	NATIONAL BANK OF CANADA /FI/	19,50019,500	$476,970	—	ADD 30%
54	Mariner, LLC	18,45318,453	$466,123	—	ADD 25%
55	Mutual Advisors, LLC	17,65017,650	$445,839	—	ADD 2%
56	MERCER GLOBAL ADVISORS INC /ADV	17,40817,408	$439,730	—	—
57	OPTIMA CAPITAL LLC	16,24216,242	$410,273	—	ADD 9%
58	C2C Wealth Management, LLC	20,89820,898	$408,043	—	NEW
59	Janney Montgomery Scott LLC	14,93114,931	$377,000	—	—
60	APS Management Group, Inc.	14,52314,523	$366,848	—	—
61	RESOLUTE CAPITAL, LLC	14,16314,163	$357,745	—	TRIM -4%
62	INDEPENDENT FINANCIAL GROUP, LLC	13,68513,685	$345,683	—	ADD 6%
63	VestGen Advisors, LLC	13,33613,336	$343,535	—	—
64	Western Wealth Management, LLC	12,89512,895	$325,724	—	ADD 9%
65	Independent Advisor Alliance	12,51412,514	$316,094	—	NEW
66	Equitable Holdings, Inc.	12,81412,814	$307,920	—	NEW
67	Kingstone Capital Partners Texas, LLC	12,05712,057	$305,000	—	—
68	StoneX Group Inc.	10,95110,951	$276,622	—	—
69	Waterloo Capital, L.P.	10,25110,251	$258,940	—	—
70	Farther Finance Advisors, LLC	9,9499,949	$250,415	—	ADD 167%
71	Stratos Wealth Partners, LTD.	9,8909,890	$249,825	—	ADD 3%
72	Advisory Services Network, LLC	9,8799,879	$249,554	—	ADD 16%
73	Eagle Strategies LLC	9,2819,281	$234,444	—	NEW
74	PFG Investments, LLC	9,0529,052	$228,654	—	TRIM -8%
75	Qube Research & Technologies Ltd	8,9858,985	$226,961	—	TRIM -8%
76	Sound View Wealth Advisors Group, LLC	8,8008,800	$222,288	—	NEW
77	KLCM Advisors, Inc.	8,5308,530	$215,468	—	TRIM -8%
78	Mirae Asset Global Investments Co., Ltd.	6,2006,200	$156,612	—	NEW
79	Crews Bank & Trust	6,1156,115	$154,465	—	—
80	HARBOUR INVESTMENTS, INC.	5,3695,369	$135,621	—	—
81	FMR LLC	4,8944,894	$123,626	—	ADD 85%
82	FIFTH THIRD BANCORP	4,4764,476	$113,064	—	NEW
83	US BANCORP \DE\	3,8333,833	$96,822	—	—
84	Ashton Thomas Private Wealth, LLC	2,8752,875	$72,623	—	NEW
85	Steward Partners Investment Advisory, LLC	2,8432,843	$71,814	—	ADD 611%
86	Geneos Wealth Management Inc.	2,6842,684	$67,798	—	ADD 400%
87	CWM, LLC	2,5542,554	$64,506	—	TRIM -3%
88	SouthState Bank Corp	2,3332,333	$58,932	—	NEW
89	SHP Wealth Management	1,5611,561	$39,437	—	TRIM -7%
90	BASSO CAPITAL MANAGEMENT, L.P.	1,4051,405	$35,490	—	NEW
91	Rockefeller Capital Management L.P.	1,2231,223	$30,906	—	ADD 102%
92	AMERIFLEX GROUP, INC.	1,1901,190	$30,060	—	—
93	PRIVATE TRUST CO NA	1,1661,166	$29,453	—	—
94	KERR FINANCIAL PLANNING Corp	1,0891,089	$28,073	—	TRIM -47%
95	Advocate Investing Services LLC	1,1001,100	$27,786	—	—
96	Westside Investment Management, Inc.	1,0001,000	$25,260	—	—
97	MAI Capital Management	857857	$21,649	—	ADD 56%
98	Aptus Capital Advisors, LLC	846846	$21,370	—	ADD 10%
99	Federation des caisses Desjardins du Quebec	685685	$17,286	—	—
100	Financial Gravity Asset Management, Inc.	666666	$16,823	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

707K

757K

809K

926K

1.0M

1.1M

$27M

BANK OF AMERICA CORP /DE/

440K

450K

411K

430K

500K

534K

$13M

MORGAN STANLEY

523K

570K

581K

689K

775K

507K

$13M

OSAIC HOLDINGS, INC.

162K

178K

200K

205K

200K

411K

$10M

PRINCIPAL SECURITIES, INC.

87K

185K

275K

330K

$8M

WELLS FARGO & COMPANY/MN

116K

130K

150K

156K

168K

257K

$6M

JANE STREET GROUP, LLC

258K

—

17K

77K

—

252K

$6M

AE Wealth Management LLC

11K

12K

15K

20K

125K

241K

$6M

Cetera Investment Advisers

74K

87K

104K

166K

245K

215K

$5M

ENVESTNET ASSET MANAGEMENT INC

44K

62K

64K

127K

192K

170K

$4M

FLOW TRADERS U.S. LLC

237K

62K

—

157K

$4M

RAYMOND JAMES FINANCIAL INC

69K

79K

82K

96K

120K

156K

$4M

Cambridge Investment Research Advisors, Inc.

89K

116K

120K

115K

123K

141K

$4M

NFSG Corp

103K

124K

129K

134K

136K

137K

$3M

Fifth Third Securities, Inc.

111K

108K

97K

147K

120K

130K

$3M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	118	6,879,736	—	$174M
2025-Q4	111	7,714,840	—	$186M
2025-Q3	106	6,821,446	—	$163M
2025-Q2	103	6,404,542	—	$144M
2025-Q1	85	4,563,434	—	$96M
2024-Q4	86	4,570,658	—	$94M
2024-Q3	79	3,892,862	—	$92M
2024-Q2	82	5,094,792	—	$86M
2024-Q1	84	5,187,130	—	$112M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding SDIV · 2026-Q1 methodology → sources →

118 holders

% of shares outstanding held

—

Shares held (13F)

6,879,736

Reporting holders

118

Top holders

largest 100 of 118 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	1,067,0301.1M	$27M	—	ADD 5%
2	BANK OF AMERICA CORP /DE/	533,786533,786	$13M	—	ADD 7%
3	MORGAN STANLEY	506,834506,834	$13M	—	TRIM -35%
4	OSAIC HOLDINGS, INC.	411,002411,002	$10M	—	ADD 106%
5	PRINCIPAL SECURITIES, INC.	330,082330,082	$8M	—	ADD 20%
6	WELLS FARGO & COMPANY/MN	257,112257,112	$6M	—	ADD 53%
7	JANE STREET GROUP, LLC	252,412252,412	$6M	—	NEW
8	AE Wealth Management LLC	240,887240,887	$6M	—	ADD 93%
9	Cetera Investment Advisers	215,335215,335	$5M	—	TRIM -12%
10	ENVESTNET ASSET MANAGEMENT INC	170,296170,296	$4M	—	TRIM -11%
11	FLOW TRADERS U.S. LLC	157,133157,133	$4M	—	NEW
12	RAYMOND JAMES FINANCIAL INC	155,788155,788	$4M	—	ADD 30%
13	Cambridge Investment Research Advisors, Inc.	141,069141,069	$4M	—	ADD 14%
14	NFSG Corp	137,181137,181	$3M	—	—
15	Fifth Third Securities, Inc.	129,816129,816	$3M	—	ADD 8%
16	KINGSWOOD WEALTH ADVISORS, LLC	116,541116,541	$3M	—	ADD 25%
17	JONES FINANCIAL COMPANIES LLLP	116,090116,090	$3M	—	ADD 36%
18	AMERIPRISE FINANCIAL INC	109,371109,371	$3M	—	ADD 25%
19	Wealthfront Advisers LLC	95,78995,789	$2M	—	ADD 64%
20	UBS Group AG	93,97993,979	$2M	—	ADD 99%
21	KESTRA PRIVATE WEALTH SERVICES, LLC	80,51980,519	$2M	—	ADD 33%
22	JPMORGAN CHASE & CO	75,76975,769	$2M	—	TRIM -13%
23	Synergy Asset Management, LLC	66,73966,739	$2M	—	NEW
24	MML INVESTORS SERVICES, LLC	55,19755,197	$1M	—	ADD 3%
25	Strategic Financial Concepts, LLC	52,98152,981	$1M	—	NEW
26	Private Advisor Group, LLC	50,48950,489	$1M	—	ADD 50%
27	Prospera Financial Services Inc	49,53649,536	$1M	—	ADD 104%
28	CITADEL ADVISORS LLC	48,97148,971	$1M	—	NEW
29	SEI INVESTMENTS CO	44,70344,703	$1M	—	TRIM -27%
30	&PARTNERS	43,95243,952	$1M	—	NEW
31	INTEGRITY ALLIANCE, LLC.	42,08442,084	$1M	—	ADD 64%
32	SBI Securities Co., Ltd.	41,23041,230	$1M	—	—
33	Goldstone Financial Group, LLC	40,58840,588	$1M	—	TRIM -5%
34	HighTower Advisors, LLC	39,87339,873	$1M	—	TRIM -10%
35	COMMONWEALTH EQUITY SERVICES, LLC	37,53237,532	$948,070	—	TRIM -7%
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	37,06137,061	$939,859	—	TRIM -58%
37	ROYAL BANK OF CANADA	36,88136,881	$932,000	—	ADD 9%
38	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	35,67835,678	$901,218	—	ADD 5%
39	Fiduciary Alliance LLC	32,87532,875	$858,038	—	ADD 5%
40	Kestra Advisory Services, LLC	33,02633,026	$834,236	—	ADD 30%
41	Resurgent Financial Advisors LLC	32,87932,879	$830,524	—	ADD 3%
42	Kovack Advisors, Inc.	29,19829,198	$734,927	—	ADD 10%
43	Sterling Manor Financial, LLC	28,87228,872	$729,307	—	ADD 71%
44	Ameritas Advisory Services, LLC	28,65428,654	$723,800	—	ADD 2%
45	M Holdings Securities, Inc.	27,87227,872	$714,000	—	ADD 10%
46	Triumph Capital Management	26,99226,992	$681,816	—	—
47	Wealthspire Advisors, LLC	23,80423,804	$601,289	—	—
48	STIFEL FINANCIAL CORP	22,79822,798	$575,875	—	ADD 26%
49	Founders Financial Alliance, LLC	22,69522,695	$573,274	—	ADD 13%
50	AQR CAPITAL MANAGEMENT LLC	22,50122,501	$568,375	—	NEW
51	Fortis Group Advisors, LLC	21,54621,546	$562,554	—	—
52	SUSQUEHANNA INTERNATIONAL GROUP, LLP	19,87919,879	$502,144	—	TRIM -79%
53	NATIONAL BANK OF CANADA /FI/	19,50019,500	$476,970	—	ADD 30%
54	Mariner, LLC	18,45318,453	$466,123	—	ADD 25%
55	Mutual Advisors, LLC	17,65017,650	$445,839	—	ADD 2%
56	MERCER GLOBAL ADVISORS INC /ADV	17,40817,408	$439,730	—	—
57	OPTIMA CAPITAL LLC	16,24216,242	$410,273	—	ADD 9%
58	C2C Wealth Management, LLC	20,89820,898	$408,043	—	NEW
59	Janney Montgomery Scott LLC	14,93114,931	$377,000	—	—
60	APS Management Group, Inc.	14,52314,523	$366,848	—	—
61	RESOLUTE CAPITAL, LLC	14,16314,163	$357,745	—	TRIM -4%
62	INDEPENDENT FINANCIAL GROUP, LLC	13,68513,685	$345,683	—	ADD 6%
63	VestGen Advisors, LLC	13,33613,336	$343,535	—	—
64	Western Wealth Management, LLC	12,89512,895	$325,724	—	ADD 9%
65	Independent Advisor Alliance	12,51412,514	$316,094	—	NEW
66	Equitable Holdings, Inc.	12,81412,814	$307,920	—	NEW
67	Kingstone Capital Partners Texas, LLC	12,05712,057	$305,000	—	—
68	StoneX Group Inc.	10,95110,951	$276,622	—	—
69	Waterloo Capital, L.P.	10,25110,251	$258,940	—	—
70	Farther Finance Advisors, LLC	9,9499,949	$250,415	—	ADD 167%
71	Stratos Wealth Partners, LTD.	9,8909,890	$249,825	—	ADD 3%
72	Advisory Services Network, LLC	9,8799,879	$249,554	—	ADD 16%
73	Eagle Strategies LLC	9,2819,281	$234,444	—	NEW
74	PFG Investments, LLC	9,0529,052	$228,654	—	TRIM -8%
75	Qube Research & Technologies Ltd	8,9858,985	$226,961	—	TRIM -8%
76	Sound View Wealth Advisors Group, LLC	8,8008,800	$222,288	—	NEW
77	KLCM Advisors, Inc.	8,5308,530	$215,468	—	TRIM -8%
78	Mirae Asset Global Investments Co., Ltd.	6,2006,200	$156,612	—	NEW
79	Crews Bank & Trust	6,1156,115	$154,465	—	—
80	HARBOUR INVESTMENTS, INC.	5,3695,369	$135,621	—	—
81	FMR LLC	4,8944,894	$123,626	—	ADD 85%
82	FIFTH THIRD BANCORP	4,4764,476	$113,064	—	NEW
83	US BANCORP \DE\	3,8333,833	$96,822	—	—
84	Ashton Thomas Private Wealth, LLC	2,8752,875	$72,623	—	NEW
85	Steward Partners Investment Advisory, LLC	2,8432,843	$71,814	—	ADD 611%
86	Geneos Wealth Management Inc.	2,6842,684	$67,798	—	ADD 400%
87	CWM, LLC	2,5542,554	$64,506	—	TRIM -3%
88	SouthState Bank Corp	2,3332,333	$58,932	—	NEW
89	SHP Wealth Management	1,5611,561	$39,437	—	TRIM -7%
90	BASSO CAPITAL MANAGEMENT, L.P.	1,4051,405	$35,490	—	NEW
91	Rockefeller Capital Management L.P.	1,2231,223	$30,906	—	ADD 102%
92	AMERIFLEX GROUP, INC.	1,1901,190	$30,060	—	—
93	PRIVATE TRUST CO NA	1,1661,166	$29,453	—	—
94	KERR FINANCIAL PLANNING Corp	1,0891,089	$28,073	—	TRIM -47%
95	Advocate Investing Services LLC	1,1001,100	$27,786	—	—
96	Westside Investment Management, Inc.	1,0001,000	$25,260	—	—
97	MAI Capital Management	857857	$21,649	—	ADD 56%
98	Aptus Capital Advisors, LLC	846846	$21,370	—	ADD 10%
99	Federation des caisses Desjardins du Quebec	685685	$17,286	—	—
100	Financial Gravity Asset Management, Inc.	666666	$16,823	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

707K

757K

809K

926K

1.0M

1.1M

$27M

BANK OF AMERICA CORP /DE/

440K

450K

411K

430K

500K

534K

$13M

MORGAN STANLEY

523K

570K

581K

689K

775K

507K

$13M

OSAIC HOLDINGS, INC.

162K

178K

200K

205K

200K

411K

$10M

PRINCIPAL SECURITIES, INC.

87K

185K

275K

330K

$8M

WELLS FARGO & COMPANY/MN

116K

130K

150K

156K

168K

257K

$6M

JANE STREET GROUP, LLC

258K

—

17K

77K

—

252K

$6M

AE Wealth Management LLC

11K

12K

15K

20K

125K

241K

$6M

Cetera Investment Advisers

74K

87K

104K

166K

245K

215K

$5M

ENVESTNET ASSET MANAGEMENT INC

44K

62K

64K

127K

192K

170K

$4M

FLOW TRADERS U.S. LLC

237K

62K

—

157K

$4M

RAYMOND JAMES FINANCIAL INC

69K

79K

82K

96K

120K

156K

$4M

Cambridge Investment Research Advisors, Inc.

89K

116K

120K

115K

123K

141K

$4M

NFSG Corp

103K

124K

129K

134K

136K

137K

$3M

Fifth Third Securities, Inc.

111K

108K

97K

147K

120K

130K

$3M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	118	6,879,736	—	$174M
2025-Q4	111	7,714,840	—	$186M
2025-Q3	106	6,821,446	—	$163M
2025-Q2	103	6,404,542	—	$144M
2025-Q1	85	4,563,434	—	$96M
2024-Q4	86	4,570,658	—	$94M
2024-Q3	79	3,892,862	—	$92M
2024-Q2	82	5,094,792	—	$86M
2024-Q1	84	5,187,130	—	$112M

Short interest has its own tab now — open SI →

SDIV☆

Institutional ownership· 13F filers holding SDIV · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding SDIV · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

SDIV