HolderBook

ETF SER SOLUTIONS (SPDV)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

39
Reporting holders
$51.1M
Reported value
0.0%
Held as options
+6
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
OSAIC HOLDINGS, INC.$14.1M365,3270.02%26q+53.7%+$4.9M
LPL Financial LLC$7.9M203,8570.00%31q+20.5%+$1.3M
Cetera Investment Advisers$7.5M195,2110.01%10q+10.1%+$691.4K
Western Wealth Management, LLC$4.5M117,0140.15%3q+32.3%+$1.1M
Pine Valley Investments Ltd Liability Co$2.4M61,3790.09%13q+4.6%+$105.0K
Virginia Estate & Retirement Planning Advisors Inc.$2.3M74,5802.75%newNEW
RAYMOND JAMES FINANCIAL INC$1.9M48,6600.00%7q+7.1%+$124.4K
Ameritas Advisory Services, LLC$1.3M34,7550.03%19q+17.2%+$196.3K
Aviance Capital Partners, LLC$1.3M33,2520.13%11q+1.4%+$17.1K
STIFEL FINANCIAL CORP$1.1M29,3350.00%15q-1.7%-$19.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$676.9K17,5640.00%6q-40.1%-$453.7K
Key Client Fiduciary Advisors, LLC$609.2K15,8070.18%19q-5.1%-$32.5K
CAPTRUST FINANCIAL ADVISORS$503.5K13,0650.00%31q-40.9%-$348.9K
HighTower Advisors, LLC$441.3K11,4500.00%10q-4.2%-$19.3K
ENVESTNET ASSET MANAGEMENT INC$431.4K11,1930.00%4q+4.8%+$19.7K
Integrated Wealth Concepts LLC$403.7K10,4760.00%newNEW
Strait & Sound Wealth Management LLC$398.0K10,3280.14%15q-0.6%-$2.2K
Laird Norton Wetherby Trust Company, LLC$386.5K10,0000.01%3qHELD
Baker Avenue Asset Management, LP$385.4K10,0000.01%5qHELD
CITADEL ADVISORS LLC$374.9K9,7290.00%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$336.3K8,7260.00%11q-6.1%-$21.9K
PFG Investments, LLC$321.0K8,3280.01%4qHELD
Stratos Wealth Partners, LTD.$275.4K7,1470.00%10qHELD
NewEdge Advisors, LLC$272.2K7,0640.00%newNEW
MORGAN STANLEY$251.7K6,5310.00%18q-1.7%-$4.3K
Kestra Advisory Services, LLC$226.7K5,8820.00%3q-9.0%-$22.5K
KESTRA PRIVATE WEALTH SERVICES, LLC$224.4K5,8220.00%7q-29.2%-$92.4K
JPMORGAN CHASE & CO$104.4K2,6710.00%7q-17.2%-$21.7K
CREATIVE FINANCIAL DESIGNS INC /ADV$68.0K1,7640.00%18q+0.8%
Geneos Wealth Management Inc.$34.7K9000.00%26qHELD
Ascentis Independent Advisors$29.4K7620.04%newNEW
Advisors Asset Management, Inc.$19.7K5120.00%newNEW
HARBOUR INVESTMENTS, INC.$16.2K4210.00%20q-28.2%-$6.4K
Parallel Advisors, LLC$14.5K3750.00%2qHELD
FMR LLC$3.9K1010.00%2q+119.6%+$2.1K
VANGUARD ADVISERS INC$1.1K280.00%2q-15.2%
Cambridge Investment Research Advisors, Inc.$69417,9820.00%25q+43.7%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$385100.00%2qHELD
Global Retirement Partners, LLC$3910.00%12qHELD
WELLS FARGO & COMPANY/MN$1500.00%19q-100.0%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202639$51.1M1,340,027611140.0%
Q1 202633$37.2M998,79741470.0%
Q4 202533$39.5M1,139,337511110.0%
Q3 202529$38.6M1,111,14531160.0%
Q2 202528$33.4M1,029,798110120.0%
Q1 202529$32.3M992,52839110.0%
Q4 202430$24.9M766,0593890.0%
Q3 202428$26.3M784,12536110.0%
Q2 202432$24.1M799,58639120.0%
Q1 202434$27.2M868,570512100.0%
Q4 202332$24.0M812,94736150.0%
Q3 202332$30.6M1,121,99639100.0%
Q2 202333$32.8M1,153,86317170.0%
Q1 202334$31.8M1,129,792314100.0%
Q4 202232$30.4M1,040,24491250.0%
Q3 202227$26.5M1,040,222211100.0%
Q2 202229$28.3M991,17941740.0%
Q1 202227$20.2M637,30010930.0%
Q4 202121$15.0M484,2794480.0%
Q3 202118$11.9M401,3902930.0%
Q2 202116$9.6M316,2366440.0%
Q1 202112$7.2M247,8932530.0%
Q4 202013$7.1M288,6903430.0%
Q3 202011$6.9M321,0773320.0%
Q2 202010$5.9M283,4073140.0%
Q1 20209$5.2M293,8893130.0%
Q4 201911$22.2M810,7192320.0%
Q3 201910$20.2M765,7602250.0%
Q2 20199$22.8M870,1152600.0%
Q1 20197$20.0M770,0231600.0%
Q4 20187$9.4M398,4491100.0%