First Trust Smid Cap Rising
$44.03+0.4%
+$362.8M
Net Activity
+2.62% total shares
Institutions Holding
580
Popularity Rank
#989
Avg Weight
0.60%
Total Value
$9.1B
580 institutions currently hold SDVY, with 360 net buyers and 199 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
199
Net Buying Institutions
360
Top 5 by Value
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Across its top 20 institutional holders, SDVY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 18/100).
SDVY ranks #989 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SDVY is a top-conviction position for Southern Financial Group, LLC — at 14.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SDVY belongs to LPL Financial LLC, but the position matters far more to Southern Financial Group, LLC, who has 14.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
LPL Financial LLC has added to its SDVY position for two straight quarters, increasing it by $169.5M to reach $1.1B today.
StoneX Group Inc. has trimmed its SDVY position for two straight quarters, cutting it by $11.5M while still holding $5.3M.
SDVY is up 0.4% today, and institutions have been net buyers of $362.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$534.6M
Total Buy Value
$262.7M
Total Sell Value
360
Net Buyers
199
Net Sellers
SDVY
Q2 2026
Top 5 Institutional Movers
+$142.7M
+$74.2M
+$63.8M
+$59.7M
+$55.7M
SDVY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33741X102
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Access SDVY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SDVYCLI
npx alphasmo stocks get SDVY