Inst. Holders
50 funds
SD
SDVY
FIRST TR EXCHANGE TRADED FD
$41.28 ▲ +0.76%
Prev close $40.9711 New Institutional Positions12 Institutional Exits
Snapshot
The big-picture read on SDVY right now — valuation, ownership and activity at a glance.
Inst. Value
$6.4B
Inst. Activity
11 buys / 12 sells
Price chart 30d -5.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 short_volume
Short Volume: SDVY — 76.9% short (0.5M / 0.7M)
Short: 526,544 | Exempt: 992 | TRF Vol: 685,062 | Short Ratio: 76.9% | Off-exchange volume (dark poo
Jun 30, 2026 Inst.
NewEdge Advisors, LLC — ADD
1,197,586 shares ($51.7M)
Jun 30, 2026 Inst.
WEALTH ENHANCEMENT ADVISORY SERVICES, — ADD
870,714 shares ($37.2M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
short_volume
Short Volume: SDVY — 76.9% short (0.5M / 0.7M)
Short: 526,544 | Exempt: 992 | TRF Vol: 685,062 | Short Ratio: 76.9% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: SDVY — 76.8% short (0.6M / 0.8M)
Short: 611,387 | Exempt: 0 | TRF Vol: 796,321 | Short Ratio: 76.8% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: SDVY — 0.2M shares, 1,535 trades
Week starting 2026-09-07. Total ATS volume: 184,689 shares across 1,535 trades.
Sep 1, 2026
short_volume
Short Volume: SDVY — 66.0% short (0.4M / 0.5M)
Short: 355,623 | Exempt: 1,554 | TRF Vol: 538,534 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
dark_pool
Dark Pool: SDVY — 0.3M shares, 2,919 trades
Week starting 2026-08-31. Total ATS volume: 295,204 shares across 2,919 trades.
Institutional ownership
Which big funds own SDVY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.4B total value (149,158,547 shares) as of 2026-Q2. Top holders: LPL, MORGAN, RAYMOND. Net selling activity: 12 institutions trimmed/exited vs 11 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 26,039,851 | $1.1B | 17.5% | — |
| MORGAN STANLEY | 18,464,593 | $796.6M | 12.4% | — |
| RAYMOND JAMES FINANCIAL INC | 15,391,137 | $664.0M | 10.3% | — |
| WELLS FARGO & COMPANY/MN | 13,258,924 | $572.0M | 8.9% | — |
| BANK OF AMERICA CORP /DE/ | 9,941,792 | $428.9M | 6.7% | — |
| Cetera Investment Advisers | 8,255,130 | $356.1M | 5.5% | — |
| ROYAL BANK OF CANADA | 6,772,006 | $292.1M | 4.5% | — |
| UBS Group AG | 6,713,889 | $289.6M | 4.5% | — |
| STIFEL FINANCIAL CORP | 3,948,162 | $170.3M | 2.6% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,647,508 | $157.4M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NewEdge Advisors, LLC | ADD | 932,398 | 1,197,586 | +28.4% | $51.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 571,011 | 870,714 | +52.5% | $37.2M |
| Integrated Wealth Concepts LLC | ADD | 653,431 | 838,033 | +28.3% | $36.2M |
| Steward Partners Investment Advisory, LLC | TRIM | 521,538 | 346,846 | -33.5% | $15.0M |
| Arax Advisory Partners | ADD | 237,546 | 299,996 | +26.3% | $12.9M |
| Vestmark Advisory Solutions, Inc. | NEAR_EXIT | 1,029,951 | 252,468 | -75.5% | $10.9M |
| Creative Planning | DOUBLED | 9,445 | 193,468 | +1948.4% | $8.3M |
| JPMORGAN CHASE & CO | ADD | 137,666 | 190,632 | +38.5% | $8.2M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 41,228 | 175,315 | +325.2% | $7.6M |
| Banco Santander, S.A. | DOUBLED | 83,519 | 170,393 | +104.0% | $7.4M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SDVY.
Shares short
124,078
Settlement Sep 15, 2026
Change vs prior
-28.0%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume