% of shares outstanding is not shown for SDY: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for SDY in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7,319,4107.3M | $1.1B | — | — |
| 2 | MORGAN STANLEY | 4,849,8414.8M | $708M | — | — |
| 3 | RAYMOND JAMES FINANCIAL INC | 3,059,5403.1M | $447M | — | — |
| 4 | LPL Financial LLC | 2,998,1243.0M | $438M | — | — |
| 5 | Joel Isaacson & Co., LLC | 2,847,0212.8M | $415M | — | ADD 2% |
| 6 | WELLS FARGO & COMPANY/MN | 2,199,8492.2M | $321M | — | ADD 6% |
| 7 | ROYAL BANK OF CANADA | 2,021,6842.0M | $295M | — | TRIM -6% |
| 8 | UBS Group AG | 1,674,1061.7M | $244M | — | TRIM -2% |
| 9 | JPMORGAN CHASE & CO | 1,399,4081.4M | $202M | — | — |
| 10 | AMERIPRISE FINANCIAL INC | 1,332,7421.3M | $197M | — | TRIM -13% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| MAI Capital Management | +200,540 | $29M | ADD |
| WELLS FARGO & COMPANY/MN | +123,244 | $18M | ADD |
| Richard Bernstein Advisors LLC | +120,778 | $18M | ADD |
| FIFTH THIRD BANCORP | +108,140 | $16M | ADD |
| Baltimore-Washington Financial Advisors, Inc. | +94,918 | $14M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −1,131,104 | $165M | TRIM |
| COLDSTREAM CAPITAL MANAGEMENT INC | −325,101 | $47M | CLOSE |
| Nan Shan Life Insurance Co., Ltd. | −247,496 | $36M | CLOSE |
| Lanham O'Dell & Company, Inc. | −217,246 | $32M | CLOSE |
| AMERIPRISE FINANCIAL INC | −202,576 | $30M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 7.7M | 7.5M | 7.4M | 7.4M | 7.3M | 7.3M | $1.1B |
| MORGAN STANLEY | 4.8M | 4.9M | 4.8M | 4.7M | 4.8M | 4.8M | $708M |
| RAYMOND JAMES FINANCIAL INC | 3.0M | 3.0M | 3.1M | 3.1M | 3.1M | 3.1M | $447M |
| LPL Financial LLC | 2.9M | 2.8M | 3.0M | 3.0M | 3.0M | 3.0M | $438M |
| Joel Isaacson & Co., LLC | 2.5M | 2.6M | 2.6M | 2.7M | 2.8M | 2.8M | $415M |
| WELLS FARGO & COMPANY/MN | 2.1M | 2.0M | 2.1M | 2.0M | 2.1M | 2.2M | $321M |
| ROYAL BANK OF CANADA | 2.4M | 2.4M | 4.4M | 2.1M | 2.1M | 2.0M | $295M |
| UBS Group AG | 1.7M | 1.6M | 1.6M | 1.7M | 1.7M | 1.7M | $244M |
| JPMORGAN CHASE & CO | 1.7M | 1.5M | 1.5M | 2.8M | 1.4M | 1.4M | $202M |
| AMERIPRISE FINANCIAL INC | 1.7M | 1.7M | 1.6M | 1.6M | 1.5M | 1.3M | $197M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
