# ETF SER SOLUTIONS (SPDV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPDV/

- Reporting holders: 40
- Reported value: $52.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $14.1M | 365,327 | 0.0% | 26 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $7.9M | 203,857 | 0.0% | 31 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $7.5M | 195,211 | 0.0% | 10 |
| [Western Wealth Management, LLC](https://holderbook.com/funds/1767902-western-wealth-management-llc/) | $4.5M | 117,014 | 0.1% | 3 |
| [Pine Valley Investments Ltd Liability Co](https://holderbook.com/funds/1975417-pine-valley-investments-ltd-liability-co/) | $2.4M | 61,379 | 0.1% | 13 |
| [Virginia Estate & Retirement Planning Advisors Inc.](https://holderbook.com/funds/2115327-virginia-estate-retirement-planning-advisors-inc/) | $2.3M | 74,580 | 2.7% | 1 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $1.9M | 48,660 | 0.0% | 7 |
| [Ameritas Advisory Services, LLC](https://holderbook.com/funds/1901275-ameritas-advisory-services-llc/) | $1.3M | 34,755 | 0.0% | 19 |
| [Aviance Capital Partners, LLC](https://holderbook.com/funds/1542383-aviance-capital-partners-llc/) | $1.3M | 33,252 | 0.1% | 11 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $1.1M | 29,335 | 0.0% | 15 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $862.7K | 22,386 | 0.0% | 4 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $749.9K | 19,458 | 0.0% | 1 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $694.0K | 17,982 | 0.0% | 25 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $676.9K | 17,564 | 0.0% | 6 |
| [Key Client Fiduciary Advisors, LLC](https://holderbook.com/funds/1912612-key-client-fiduciary-advisors-llc/) | $609.2K | 15,807 | 0.2% | 19 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $605.6K | 15,714 | 0.0% | 1 |
| [CAPTRUST FINANCIAL ADVISORS](https://holderbook.com/funds/1512024-captrust-financial-advisors/) | $503.5K | 13,065 | 0.0% | 31 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $441.3K | 11,450 | 0.0% | 10 |
| [Strait & Sound Wealth Management LLC](https://holderbook.com/funds/1966210-strait-sound-wealth-management-llc/) | $398.0K | 10,328 | 0.1% | 15 |
| [Laird Norton Wetherby Trust Company, LLC](https://holderbook.com/funds/723204-laird-norton-wetherby-trust-company-llc/) | $386.5K | 10,000 | 0.0% | 3 |
| [Baker Avenue Asset Management, LP](https://holderbook.com/funds/1432529-baker-avenue-asset-management-lp/) | $385.4K | 10,000 | 0.0% | 5 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $336.3K | 8,726 | 0.0% | 11 |
| [PFG Investments, LLC](https://holderbook.com/funds/1973224-pfg-investments-llc/) | $321.0K | 8,328 | 0.0% | 4 |
| [Stratos Wealth Partners, LTD.](https://holderbook.com/funds/1612865-stratos-wealth-partners-ltd/) | $275.4K | 7,147 | 0.0% | 10 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $272.2K | 7,064 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 40 | $52.8M |
| Q1 2026 | 34 | $37.7M |
| Q4 2025 | 34 | $40.0M |
| Q3 2025 | 31 | $39.8M |
| Q2 2025 | 30 | $34.6M |
| Q1 2025 | 31 | $33.4M |
| Q4 2024 | 32 | $25.6M |
| Q3 2024 | 30 | $27.0M |
| Q2 2024 | 34 | $24.7M |
| Q1 2024 | 36 | $27.9M |
| Q4 2023 | 34 | $24.7M |
| Q3 2023 | 33 | $31.2M |