αAlphaSMO

Institutions Holding SDVY (560 holders)

560 institutions currently hold SDVY, ranked below by position value.

View full stock page for SDVY

Key HoldersTotal ValueAvg Weight
LPL Financial LLC$980.7M0.26%
MORGAN STANLEY$732.8M0.04%
RAYMOND JAMES FINANCIAL INC$604.3M0.19%
WELLS FARGO & COMPANY/MN$497.7M0.09%
BANK OF AMERICA CORP /DE/$373.1M0.03%
Cetera Investment Advisers$313.2M0.33%
ROYAL BANK OF CANADA$263.0M0.05%
UBS Group AG$248.0M0.04%
Capital Investment Advisors, LLC$180.4M2.64%
STIFEL FINANCIAL CORP$155.6M0.14%
HARBOUR INVESTMENTS, INC.$151.0M2.33%
ENVESTNET ASSET MANAGEMENT INC$142.8M0.04%
PARK NATIONAL CORP /OH/$136.9M4.17%
COMMONWEALTH EQUITY SERVICES, LLC$136.2M0.19%
HighTower Advisors, LLC$117.3M0.12%
OSAIC HOLDINGS, INC.$110.9M0.16%
LVZ, Inc.$105.4M12.03%
TRUIST FINANCIAL CORP$104.6M0.14%
Cambridge Investment Research Advisors, Inc.$102.4M0.26%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$98.5M0.06%
Baird Financial Group, Inc.$66.6M0.10%
Kestra Advisory Services, LLC$65.4M0.25%
BLAIR WILLIAM & CO/IL$58.4M0.17%
JONES FINANCIAL COMPANIES LLLP$58.3M0.03%
Private Advisor Group, LLC$57.0M0.27%
MML INVESTORS SERVICES, LLC$53.9M0.15%
Southern Financial Group, LLC$51.4M14.36%
Rockefeller Capital Management L.P.$50.6M0.09%
ELEVATION POINT WEALTH PARTNERS, LLC$41.0M0.95%
Vestmark Advisory Solutions, Inc.$40.6M0.45%
SMITH CHAS P & ASSOCIATES PA CPAS$40.5M2.20%
Janney Montgomery Scott LLC$35.9M0.09%
JSF Financial, LLC$35.2M6.89%
Arkadios Wealth Advisors$34.0M0.55%
Prospera Financial Services Inc$33.6M0.54%
Western Wealth Management, LLC$33.5M1.27%
Independent Advisor Alliance$32.5M0.35%
D.A. DAVIDSON & CO.$29.1M0.18%
GW HENSSLER & ASSOCIATES LTD$27.0M1.27%
Integrated Wealth Concepts LLC$25.8M0.21%
Decker Wealth Management LLC$24.8M5.62%
Blue Chip Partners, LLC$24.0M1.72%
Sanctuary Advisors, LLC$23.2M0.13%
Aptus Capital Advisors, LLC$22.8M0.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$22.7M0.05%
Trilogy Capital Inc.$22.2M0.98%
GUARDIAN WEALTH ADVISORS, LLC / NC$21.6M1.36%
FIRST TRUST ADVISORS LP$21.1M0.02%
Summit Financial, LLC$21.0M0.27%
Equitable Holdings, Inc.$20.6M0.13%
Steward Partners Investment Advisory, LLC$20.6M0.10%
Private Wealth Asset Management, LLC$20.1M2.15%
Wagner Wealth Management, LLC$19.3M3.89%
Focus Partners Wealth$19.1M0.02%
Sanchez Wealth Management Group$17.8M3.85%
CWM, LLC$17.7M0.05%
Advantage Trust Co$17.5M7.84%
&PARTNERS$17.1M0.08%
Crumly & Associates Inc.$17.1M3.59%
Solano Wealth Investment Advisors LLC$16.8M8.35%
INDEPENDENT FINANCIAL GROUP, LLC$16.5M0.37%
Focus Financial Network, Inc.$16.4M0.59%
Richmond Investment Services, LLC$16.4M2.64%
DAGCO, INC.$16.3M3.53%
B & T Capital Management DBA Alpha Capital Management$14.3M2.07%
Gateway Wealth Partners, LLC$13.8M0.54%
J.W. COLE ADVISORS, INC.$13.2M0.44%
Aft, Forsyth & Sober, LLC$13.0M3.96%
Wealthcare Advisory Partners LLC$12.6M0.24%
NewEdge Advisors, LLC$12.2M0.58%
Sigma Planning Corp$11.9M0.33%
RFG Advisory, LLC$11.8M0.22%
KESTRA PRIVATE WEALTH SERVICES, LLC$11.8M0.15%
AXXCESS WEALTH MANAGEMENT, LLC$11.7M0.38%
Golden State Wealth Management, LLC$11.7M1.28%
Foundations Investment Advisors, LLC$11.6M0.14%
PRECEDENT WEALTH PARTNERS, LLC$11.6M2.31%
Procyon Advisors, LLC$11.5M0.56%
Stratos Wealth Advisors, LLC$11.3M0.69%
S Harris Financial Group, LLC$11.2M10.23%
Randall & Associates Wealth Management$11.1M7.49%
PINNACLE ASSOCIATES LTD$11.0M0.14%
TrueWealth Advisors, LLC$10.5M2.64%
BENJAMIN EDWARDS INC$10.4M0.10%
PSI Advisors, LLC$10.2M2.44%
US BANCORP \DE\$10.2M0.01%
StoneX Group Inc.$10.0M0.54%
Hobart Private Capital, LLC$9.6M1.89%
Econ Financial Services Corp$9.5M4.42%
Atria Investments, Inc$9.5M0.11%
Arax Advisory Partners$9.4M0.26%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$8.9M0.46%
OPPENHEIMER & CO INC$8.8M0.11%
Certified Advisory Corp$8.5M0.76%
GREAT VALLEY ADVISOR GROUP, INC.$8.4M0.15%
VestGen Advisors, LLC$8.3M0.22%
Mariner, LLC$8.3M0.01%
My Portfolio Guide, LLC$8.2M4.55%
First Heartland Consultants, Inc.$8.1M0.62%
Triumph Capital Management$8.1M1.66%
LCW Services, LLC$8.1M4.02%
Southland Equity Partners LLC$8.1M1.57%
Qube Research & Technologies Ltd$8.0M0.01%
Gallagher Fiduciary Advisors, LLC$8.0M0.31%
DAYMARK WEALTH PARTNERS, LLC$7.9M0.25%
Visionary Wealth Advisors$7.9M0.35%
PRINCIPAL SECURITIES, INC.$7.8M0.12%
ARVEST INVESTMENTS, INC.$7.8M1.06%
Capital Investment Counsel, LLC$7.8M1.06%
Pinnacle Wealth Management Advisory Group, LLC$7.6M0.52%
Baron Wealth Management LLC$7.4M2.22%
Pinnacle Financial Partners, Inc.$7.2M0.06%
IHT Wealth Management, LLC$7.2M0.17%
Uniting Wealth Partners, LLC$7.2M1.54%
Csenge Advisory Group$7.2M0.33%
BRIGHT FINANCIAL ADVISORS, INC.$7.2M3.29%
Ameliora Wealth Management Ltd.$6.9M2.20%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$6.8M6.04%
KPP Advisory Services LLC$6.6M0.97%
SSI INVESTMENT MANAGEMENT LLC$6.6M0.45%
Owen LaRue, LLC$6.5M2.49%
Key Client Fiduciary Advisors, LLC$6.4M2.16%
MAI Capital Management$6.4M0.04%
Aprio Wealth Management, LLC$6.3M0.35%
Rehmann Capital Advisory Group$6.3M0.33%
Ashton Thomas Private Wealth, LLC$6.1M0.14%
Gaddis Premier Wealth Advisors LLC$6.0M4.42%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$6.0M4.66%
Concurrent Investment Advisors, LLC$5.8M0.06%
Bravera Wealth$5.7M2.57%
Mach-1 Financial Group, LLC$5.7M2.01%
Simplicity Wealth,LLC$5.7M0.32%
Fairvoy Private Wealth, LLC$5.6M1.33%
Provident Wealth Management, LLC$5.5M1.67%
IMG Wealth Management, Inc.$5.5M3.51%
Chris Bulman Inc$5.5M2.40%
Envestnet Portfolio Solutions, Inc.$5.5M0.03%
Stratos Wealth Partners, LTD.$5.3M0.06%
JPMORGAN CHASE & CO$5.3M0.00%
CX Institutional$5.0M0.15%
Gerald Baker Financial Group LLC$4.9M1.54%
JPL Wealth Management, LLC$4.8M1.10%
Ascentis Independent Advisors$4.8M0.36%
Meridian Wealth Management, LLC$4.7M0.17%
KMG FIDUCIARY PARTNERS, LLC$4.7M0.35%
Dynamic Advisor Solutions LLC$4.7M0.15%
Gladstone Institutional Advisory LLC$4.5M0.16%
Brookstone Capital Management$4.4M0.05%
Proactive Wealth Strategies LLC$4.4M0.82%
FSB PREMIER WEALTH MANAGEMENT, INC.$4.3M1.36%