Who owns SDVD?
FT Vest SMID Rising Dividend Achievers Target Income ETF · First Trust
108 institutions reported holding SDVD, worth $369.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SDVD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $36.4M | 1,576,054 | +309,729 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $30.3M | 1,310,382 | +101,539 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $26.9M | 1,163,529 | +100,667 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $26.0M | 1,126,284 | +8,269 shares |
| Stifel Financial Corp. | St. Louis, MO | $18.6M | 804,054 | −85,229 shares |
| Cetera Investment Advisers | Schaumburg, IL | $17.8M | 772,597 | +71,337 shares |
| Stephens Inc. | Little Rock, AR | $15.7M | 678,876 | +18,252 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $14.0M | 607,164 | +13,261 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $12.8M | 552,562 | +157,244 shares |
| Luken Investment Analytics, LLC | Brentwood, TN | $12.7M | 549,594 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SDVD?
108 institutional managers reported holding SDVD in Form 13F filings for June 30, 2026, worth $369.5M in total. The largest reported position was held by LPL Financial LLC, at $36.4M.
Did institutions buy or sell SDVD last quarter?
Reported 13F value rose 16.0% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SDVD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.