FT VEST SMID RISING DIVIDEND SDVD
$23.16
+0.1% 52w: $18.24 – $23.16
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data18.2420.7023.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
105
+8 QoQ
13F value
$320.4M
+21.2% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SDVD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.3M | $27.5M | 0.0% | +63.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.2M | $26.2M | 0.1% | +23.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.1M | $24.3M | 0.0% | +15.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $23.1M | 0.0% | -7.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 889.3K | $19.3M | 0.0% | +67.0% |
| Cetera Investment Advisers | Wealth advisor | 701.3K | $15.2M | 0.0% | +38.8% |
| STEPHENS INC /AR/ | Diversified mechanical | 660.6K | $14.3M | 0.2% | +1.7% |
| ROYAL BANK OF CANADA | Bank broker | 593.9K | $12.9M | 0.0% | +22.8% |
| Wealthspire Retirement, LLC | Wealth advisor | 645.0K | $11.4M | 0.7% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 522.5K | $11.3M | 0.0% | +20.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 395.3K | $8.6M | 0.0% | +20.3% |
| Capital Investment Advisors, LLC | Wealth advisor | 388.3K | $8.4M | 0.1% | +3.1% |
| Z3 Capital Partners, LLC ★2 | Fundamental diversified | 343.8K | $7.5M | 1.9% | +4.1% |
| Indivisible Partners | Other | 318.8K | $6.9M | 0.6% | +69.3% |
| Private Advisor Group, LLC | Wealth advisor | 288.6K | $6.3M | 0.0% | -1.6% |
| Snowden Capital Advisors LLC | Diversified mechanical | 253.1K | $5.5M | 0.1% | -17.4% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 244.0K | $5.3M | 0.3% | +4.0% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 213.7K | $4.6M | 0.1% | +120.2% |
| G&S Capital LLC | Wealth advisor | 179.8K | $3.9M | 1.4% | +7.3% |
| RiverTree Advisors, LLC | Wealth advisor | 178.5K | $3.9M | 2.5% | +7.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 176.5K | $3.8M | 0.0% | 0.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 161.4K | $3.5M | 0.0% | -8.0% |
| IFP Advisors, Inc | Wealth advisor | 152.9K | $3.3M | 0.1% | +38.5% |
| Advisory Advocates, LLC | Other | 150.3K | $3.3M | 3.3% | +5.0% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 126.7K | $2.7M | 0.1% | +19.2% |
| FIRST TRUST ADVISORS LP | Index provider | 125.3K | $2.7M | 0.0% | -13.3% |
| MTM Investment Management, LLC | Other | 108.5K | $2.4M | 0.7% | +11.1% |
| Stonebridge Financial Planning Group, LLC | Wealth advisor | 96.8K | $2.1M | 0.8% | -4.9% |
| Delta Investment Management, LLC | Wealth advisor | 91.6K | $2.0M | 0.4% | +13.0% |
| CHIRON CAPITAL MANAGEMENT, LLC ★2 | Fundamental diversified | 82.4K | $1.8M | 1.8% | — |
| Gladstone Institutional Advisory LLC | Wealth advisor | 80.9K | $1.8M | 0.1% | +136.5% |
| CWM, LLC | Wealth advisor | 78.6K | $1.7M | 0.0% | +76.0% |
| Elevation Advisory Partners LLC | Other | 73.1K | $1.6M | 1.5% | — |
| RFG Advisory, LLC | Wealth advisor | 69.1K | $1.5M | 0.0% | +63.9% |
| Arax Advisory Partners | Wealth advisor | 66.2K | $1.4M | 0.0% | +10.0% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 64.6K | $1.4M | 0.1% | +6.4% |
| Cambridge Advisors Inc. | Wealth advisor | 62.9K | $1.4M | 0.3% | +7.0% |
| JANE STREET GROUP, LLC | Market maker | 60.0K | $1.3M | 0.0% | +62.7% |
| Whipplewood Advisors, LLC | Wealth advisor | 59.0K | $1.3M | 0.7% | 0.0% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 57.5K | $1.2M | 0.0% | +11.7% |
| Trueblood Wealth Management, LLC | Other | 56.1K | $1.2M | 0.5% | +17.5% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 54.6K | $1.2M | 0.1% | +15.3% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 51.2K | $1.1M | 0.1% | +37.7% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 50.1K | $1.1M | 0.0% | +89.6% |
| Next Level Private LLC | Wealth advisor | 49.8K | $1.1M | 0.2% | +5.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 48.6K | $1.1M | 0.0% | +15.5% |
| Foundations Investment Advisors, LLC | Wealth advisor | 48.6K | $1.1M | 0.0% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 48.5K | $1.1M | 0.0% | +83.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 48.1K | $1.0M | 0.0% | -7.2% |
| WINNOW WEALTH LLC | Wealth advisor | 47.2K | $1.0M | 0.8% | -0.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.