Who owns SDVY?
First Trust SMID Cap Rising Dividend Achievers ETF · First Trust
578 institutions reported holding SDVY, worth $9.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SDVY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $1.1B | 26,039,851 | +1,168,999 shares |
| Morgan Stanley | New York, NY | $796.6M | 18,464,593 | −119,398 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $664.0M | 15,391,137 | +66,170 shares |
| Wells Fargo & Company | San Francisco, CA | $572.0M | 13,258,924 | +635,315 shares |
| Bank of America Corp. | Charlotte, NC | $428.9M | 9,941,792 | +478,207 shares |
| Cetera Investment Advisers | Schaumburg, IL | $356.1M | 8,255,130 | +311,768 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $292.1M | 6,772,006 | +101,095 shares |
| UBS Group AG | Zurich, Switzerland | $289.6M | 6,713,889 | +424,879 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $213.8M | 4,955,625 | +2,357,842 shares |
| Capital Investment Advisors, LLC | Atlanta, GA | $204.1M | 4,730,785 | +155,699 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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.
Similar ETFs
Compare what they hold: SDVY vs SCHA, SDVY vs IJK, SDVY vs SCHM, SDVY vs IWN.
Frequently asked questions
Who owns SDVY?
578 institutional managers reported holding SDVY in Form 13F filings for June 30, 2026, worth $9.2B in total. The largest reported position was held by LPL Financial LLC, at $1.1B.
Did institutions buy or sell SDVY last quarter?
Reported 13F value rose 15.7% from March 31, 2026, which includes price moves as well as buying and selling. 65 firms reported a new position and 36 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 SDVY 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.