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This page summarizes the SDY holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether SDY is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SDY Share Count |
|---|
| Miracle Mile Advisors LLC |
1,868 |
56,964 |
+55,096 |
+2949.46% |
| Legacy Financial Group LLC |
23,500 |
393,594 |
+370,094 |
+1574.87% |
| Fifth Third Wealth Advisors LLC |
2,883 |
27,845 |
+24,962 |
+865.83% |
| Busey Wealth Management |
1,627 |
4,772 |
+3,145 |
+193.30% |
| CWM LLC |
57,994 |
118,784 |
+60,790 |
+104.82% |
| Stephens Consulting LLC |
548 |
1,115 |
+567 |
+103.47% |
| WFA Asset Management Corp |
158 |
319 |
+161 |
+101.90% |
| Wealthcare Advisory Partners LLC |
5,424 |
9,409 |
+3,985 |
+73.47% |
| Tyche Wealth Partners LLC |
6,696 |
11,317 |
+4,621 |
+69.01% |
| Register Financial Advisors LLC |
67 |
108 |
+41 |
+61.19% |
| PFG Investments LLC |
8,451 |
13,058 |
+4,607 |
+54.51% |
| MCF Advisors LLC |
2,440 |
3,765 |
+1,325 |
+54.30% |
| Simplex Trading LLC |
416 |
634 |
+218 |
+52.40% |
| Pallas Capital Advisors LLC |
5,079 |
7,563 |
+2,484 |
+48.91% |
| Natixis Advisors L.P. |
12,798 |
18,968 |
+6,170 |
+48.21% |
| Aspiriant LLC |
11,430 |
15,766 |
+4,336 |
+37.94% |
| Weaver Consulting Group |
6,144 |
8,389 |
+2,245 |
+36.54% |
| Main Street Financial Solutions LLC |
2,858 |
3,735 |
+877 |
+30.69% |
| Smith & Howard Wealth Management LLC |
2,217 |
2,851 |
+634 |
+28.60% |
| Canal Capital Management LLC |
2,788 |
3,414 |
+626 |
+22.45% |
| Stablepoint Partners LLC |
14,385 |
17,514 |
+3,129 |
+21.75% |
| Paragon Financial Partners Inc. |
4,390 |
5,302 |
+912 |
+20.77% |
| Salem Investment Counselors Inc. |
2,380 |
2,780 |
+400 |
+16.81% |
| Financial Synergies Wealth Advisors Inc. |
1,294 |
1,500 |
+206 |
+15.92% |
| O ROURKE & COMPANY Inc |
2,911 |
3,309 |
+398 |
+13.67% |
| Tompkins Financial Corp |
1,881 |
2,105 |
+224 |
+11.91% |
| First National Trust Co |
7,036 |
7,861 |
+825 |
+11.73% |
| H&H Retirement Design & Management INC |
8,956 |
9,871 |
+915 |
+10.22% |
| Treasure Coast Financial Planning |
20,939 |
23,077 |
+2,138 |
+10.21% |
| Ehrlich Financial Group |
4,578 |
5,029 |
+451 |
+9.85% |
| Fifth Third Bancorp |
11,093 |
11,910 |
+817 |
+7.37% |
| Activest Wealth Management |
717 |
763 |
+46 |
+6.42% |
| Aurum Wealth Management Group LLC |
2,316 |
2,464 |
+148 |
+6.39% |
| Warner Financial Inc. |
9,014 |
9,573 |
+559 |
+6.20% |
| SlateStone Wealth LLC |
7,769 |
8,203 |
+434 |
+5.59% |
| Chicago Partners Investment Group LLC |
3,103 |
3,268 |
+165 |
+5.32% |
| Butensky & Cohen Financial Security Inc. |
7,792 |
8,169 |
+377 |
+4.84% |
| Kingswood Wealth Advisors LLC |
19,494 |
20,438 |
+944 |
+4.84% |
| Premier Path Wealth Partners LLC |
2,833 |
2,968 |
+135 |
+4.77% |
| Trilogy Capital Inc. |
42,386 |
44,370 |
+1,984 |
+4.68% |
| Kaydan Wealth Management Inc. |
5,118 |
5,349 |
+231 |
+4.51% |
| Ritholtz Wealth Management |
5,013 |
5,238 |
+225 |
+4.49% |
| NBC Securities Inc. |
2,704 |
2,811 |
+107 |
+3.96% |
| Cornerstone Wealth Management LLC |
52,338 |
54,389 |
+2,051 |
+3.92% |
| OneAscent Financial Services LLC |
4,173 |
4,325 |
+152 |
+3.64% |
| Summit Financial LLC |
8,178 |
8,459 |
+281 |
+3.44% |
| Hyperion Partners LLC |
163,223 |
168,621 |
+5,398 |
+3.31% |
| Clarity Wealth Advisors LLC |
2,439 |
2,514 |
+75 |
+3.08% |
| CENTRAL TRUST Co |
41,748 |
43,023 |
+1,275 |
+3.05% |
| Seamount Financial Group Inc. |
6,670 |
6,870 |
+200 |
+3.00% |
| ZWJ Investment Counsel Inc. |
4,273 |
4,388 |
+115 |
+2.69% |
| Cooksen Wealth LLC |
11,325 |
11,628 |
+303 |
+2.68% |
| Albion Financial Group UT |
61,852 |
63,467 |
+1,615 |
+2.61% |
| Wealth Advisory Solutions LLC |
2,379 |
2,434 |
+55 |
+2.31% |
| International Assets Investment Management LLC |
9,078 |
9,271 |
+193 |
+2.13% |
| Private Trust Co. NA |
6,880 |
6,996 |
+116 |
+1.69% |
| Wolff Financial Management LLC |
216,228 |
219,566 |
+3,338 |
+1.54% |
| Center for Financial Planning Inc. |
1,663 |
1,687 |
+24 |
+1.44% |
| Ironwood Wealth Management Inc. |
81,911 |
83,084 |
+1,173 |
+1.43% |
| Sage Mountain Advisors LLC |
9,853 |
9,991 |
+138 |
+1.40% |
| MONECO Advisors LLC |
64,518 |
65,376 |
+858 |
+1.33% |
| Stonegate Investment Group LLC |
29,135 |
29,521 |
+386 |
+1.32% |
| Key Client Fiduciary Advisors LLC |
2,575 |
2,605 |
+30 |
+1.17% |
| Sage Rhino Capital LLC |
83,633 |
84,522 |
+889 |
+1.06% |
| Ellis Investment Partners LLC |
4,404 |
4,446 |
+42 |
+0.95% |
| Kowal Investment Group LLC |
2,048 |
2,066 |
+18 |
+0.88% |
| Ferguson Wellman Capital Management Inc. |
19,195 |
19,343 |
+148 |
+0.77% |
| Investment Partners LTD. |
22,730 |
22,903 |
+173 |
+0.76% |
| Westside Investment Management Inc. |
30,901 |
31,132 |
+231 |
+0.75% |
| Essex Financial Services Inc. |
42,820 |
43,105 |
+285 |
+0.67% |
| Blue Chip Partners Inc. |
2,640 |
2,655 |
+15 |
+0.57% |
| Rebalance LLC |
10,679 |
10,739 |
+60 |
+0.56% |
| Bridge Advisory LLC |
14,233 |
14,311 |
+78 |
+0.55% |
| Sar Wealth Management Group LLC |
98,147 |
98,670 |
+523 |
+0.53% |
| LexAurum Advisors LLC |
4,742 |
4,766 |
+24 |
+0.51% |
| Wedmont Private Capital |
3,776 |
3,794 |
+18 |
+0.48% |
| Hanson & Doremus Investment Management |
1,270 |
1,276 |
+6 |
+0.47% |
| Dakota Wealth Management |
10,150 |
10,198 |
+48 |
+0.47% |
| Compass Ion Advisors LLC |
8,941 |
8,979 |
+38 |
+0.43% |
| O Brien Wealth Partners LLC |
6,907 |
6,936 |
+29 |
+0.42% |
| Godsey & Gibb Associates |
1,825 |
1,832 |
+7 |
+0.38% |
| Provident Wealth Management LLC |
2,594 |
2,603 |
+9 |
+0.35% |
| Atticus Wealth Management LLC |
8,963 |
8,992 |
+29 |
+0.32% |
| High Net Worth Advisory Group LLC |
9,366 |
9,396 |
+30 |
+0.32% |
| MPS Loria Financial Planners LLC |
11,757 |
11,794 |
+37 |
+0.31% |
| SeaCrest Wealth Management LLC |
3,494 |
3,504 |
+10 |
+0.29% |
| Greenhouse Wealth Management LLC |
6,349 |
6,364 |
+15 |
+0.24% |
| Private Capital Management LLC |
5,262 |
5,274 |
+12 |
+0.23% |
| Verdence Capital Advisors LLC |
8,916 |
8,934 |
+18 |
+0.20% |
| Ashton Thomas Private Wealth LLC |
1,675 |
1,678 |
+3 |
+0.18% |
| PPS&V Asset Management Consultants Inc. |
12,152 |
12,171 |
+19 |
+0.16% |
| Nations Financial Group Inc. IA ADV |
2,389 |
2,391 |
+2 |
+0.08% |
| Lbmc Investment Advisors LLC |
2,642 |
2,644 |
+2 |
+0.08% |
| Venturi Wealth Management LLC |
5,644 |
5,647 |
+3 |
+0.05% |
| Essex Private Wealth Management LLC |
4,502 |
4,504 |
+2 |
+0.04% |
| RWM Asset Management LLC |
71,348 |
71,375 |
+27 |
+0.04% |
| John W. Brooker & Co. CPAs |
2,865 |
2,866 |
+1 |
+0.03% |
| 13F Filers Reporting New Positions In SDY |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
11,999 |
+11,999 |
+100% |
| Toth Financial Advisory Corp |
0 |
117 |
+117 |
+100% |
| First Citizens Bank & Trust Co. |
0 |
4,254 |
+4,254 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
1,177 |
+1,177 |
+100% |
| Farmers & Merchants Investments Inc. |
0 |
250 |
+250 |
+100% |
| Northwest Investment Counselors LLC |
0 |
1,048 |
+1,048 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
96,616 |
+96,616 |
+100% |
| BSW Wealth Partners |
0 |
2,069 |
+2,069 |
+100% |
| Gunma Bank Ltd. |
0 |
55,000 |
+55,000 |
+100% |
| SMI Advisory Services LLC |
0 |
21,527 |
+21,527 |
+100% |
| Financial Insights Inc. |
0 |
2,250 |
+2,250 |
+100% |
| Stony Point Wealth Management Inc. |
0 |
1,548 |
+1,548 |
+100% |
| Oldfather Financial Services LLC |
0 |
1,838 |
+1,838 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
1,600 |
+1,600 |
+100% |
| Cannon Global Investment Management LLC |
0 |
3,800 |
+3,800 |
+100% |
| Caerus Investment Advisors LLC |
0 |
1,600 |
+1,600 |
+100% |
| Strategic Financial Concepts LLC |
0 |
1,963 |
+1,963 |
+100% |
| Revisor Wealth Management LLC |
0 |
4,532 |
+4,532 |
+100% |
| Simplicity Wealth LLC |
0 |
3,798 |
+3,798 |
+100% |
| Global Assets Advisory LLC |
0 |
22,862 |
+22,862 |
+100% |
| Daymark Wealth Partners LLC |
0 |
2,095 |
+2,095 |
+100% |
| Jamison Private Wealth Management Inc. |
0 |
28 |
+28 |
+100% |
| Focus Financial Network Inc. |
0 |
15,260 |
+15,260 |
+100% |
| Emprise Bank |
0 |
4,295 |
+4,295 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Romano Brothers AND Company |
2,285 |
2,285 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
1,075 |
1,075 |
UNCH |
0.00% |
| First Hawaiian Bank |
12,664 |
12,664 |
UNCH |
0.00% |
| Chemung Canal Trust Co. |
2,184 |
2,184 |
UNCH |
0.00% |
| First National Corp MA ADV |
71,126 |
71,126 |
UNCH |
0.00% |
| Country Club Bank GFN |
5,956 |
5,956 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
6,024 |
6,024 |
UNCH |
0.00% |
| Matrix Asset Advisors Inc. NY |
3,845 |
3,845 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
506 |
506 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
3,380 |
3,380 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
2,335 |
2,335 |
UNCH |
0.00% |
| Charter Trust Co. |
10,893 |
10,893 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
1,300 |
1,300 |
UNCH |
0.00% |
| Adirondack Trust Co. |
1,460 |
1,460 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
139 |
139 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
1,619 |
1,619 |
UNCH |
0.00% |
| Webster Bank N. A. |
1,316 |
1,316 |
UNCH |
0.00% |
| American National Bank |
3,560 |
3,560 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
340 |
340 |
UNCH |
0.00% |
| Bangor Savings Bank |
1,759 |
1,759 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
3,954 |
3,954 |
UNCH |
0.00% |
| West Oak Capital LLC |
425 |
425 |
UNCH |
0.00% |
| Gibson Capital LLC |
1,622 |
1,622 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
769 |
769 |
UNCH |
0.00% |
| Asset Dedication LLC |
2,978 |
2,978 |
UNCH |
0.00% |
| Sequent Asset Management LLC |
3,119 |
3,119 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
225 |
225 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
306 |
306 |
UNCH |
0.00% |
| Friedenthal Financial |
236 |
236 |
UNCH |
0.00% |
| Bouchey Financial Group Ltd |
12,000 |
12,000 |
UNCH |
0.00% |
| Schnieders Capital Management LLC |
2,896 |
2,896 |
UNCH |
0.00% |
| Curbstone Financial Management Corp |
7,350 |
7,350 |
UNCH |
0.00% |
| MV Capital Management Inc. |
158 |
158 |
UNCH |
0.00% |
| Cambridge Advisors Inc. |
5,146 |
5,146 |
UNCH |
0.00% |
| Community Bank & Trust Waco Texas |
1,918 |
1,918 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
148 |
148 |
UNCH |
0.00% |
| Integrated Investment Consultants LLC |
2,409 |
2,409 |
UNCH |
0.00% |
| Harbour Capital Advisors LLC |
17,763 |
17,763 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
1,202 |
1,202 |
UNCH |
0.00% |
| Covenant Asset Management LLC |
2,335 |
2,335 |
UNCH |
0.00% |
| Narus Financial Partners LLC |
2,200 |
2,200 |
UNCH |
0.00% |
| Summit Trail Advisors LLC |
9,154 |
9,154 |
UNCH |
0.00% |
| Pinnacle Bank |
1,180 |
1,180 |
UNCH |
0.00% |
| Founders Capital Management |
360 |
360 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
1,795 |
1,795 |
UNCH |
0.00% |
| Luken Investment Analytics LLC |
1,287 |
1,287 |
UNCH |
0.00% |
| APCM Wealth Management for Individuals |
605 |
605 |
UNCH |
0.00% |
| Versant Capital Management Inc |
1,292 |
1,292 |
UNCH |
0.00% |
| Signature Wealth Management Group |
1,680 |
1,680 |
UNCH |
0.00% |
| West Branch Capital LLC |
40 |
40 |
UNCH |
0.00% |
| Pflug Koory LLC |
185 |
185 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
16,083 |
16,083 |
UNCH |
0.00% |
| Essex Savings Bank |
2,069 |
2,069 |
UNCH |
0.00% |
| Taddei Ludwig & Associates Inc. |
1,822 |
1,822 |
UNCH |
0.00% |
| S.E.E.D. Planning Group LLC |
2,687 |
2,687 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
861 |
861 |
UNCH |
0.00% |
| Occidental Asset Management LLC |
16,226 |
16,226 |
UNCH |
0.00% |
| Legacy Trust |
2,928 |
2,928 |
UNCH |
0.00% |
| Red Door Wealth Management LLC |
1,789 |
1,789 |
UNCH |
0.00% |
| Benchmark Wealth Management LLC |
5,686 |
5,686 |
UNCH |
0.00% |
| Kathmere Capital Management LLC |
1,689 |
1,689 |
UNCH |
0.00% |
| Epiq Partners LLC |
1,710 |
1,710 |
UNCH |
0.00% |
| PFG Private Wealth Management LLC |
1,419 |
1,419 |
UNCH |
0.00% |
| Atlas Private Wealth Management |
1,701 |
1,701 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
7,124 |
7,124 |
UNCH |
0.00% |
| CVA Family Office LLC |
125 |
125 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
1,227 |
1,227 |
UNCH |
0.00% |
| American Institute for Advanced Investment Management LLP |
7,545 |
7,545 |
UNCH |
0.00% |
| Revolve Wealth Partners LLC |
2,856 |
2,856 |
UNCH |
0.00% |
| MTM Investment Management LLC |
2,250 |
2,250 |
UNCH |
0.00% |
| GoalVest Advisory LLC |
685 |
685 |
UNCH |
0.00% |
| Garrett Investment Advisors LLC |
1,875 |
1,875 |
UNCH |
0.00% |
| Foster Group Inc. |
2,936 |
2,936 |
UNCH |
0.00% |
| Bond & Devick Financial Network Inc. |
4,313 |
4,313 |
UNCH |
0.00% |
| West Financial Advisors LLC |
294 |
294 |
UNCH |
0.00% |
| Collective Family Office LLC |
1,948 |
1,948 |
UNCH |
0.00% |
| Crestone Asset Management LLC |
1,709 |
1,709 |
UNCH |
0.00% |
| Round Rock Advisors LLC |
5,147 |
5,147 |
UNCH |
0.00% |
| Hoffman Alan N Investment Management |
2,471 |
2,471 |
UNCH |
0.00% |
| Childress Capital Advisors LLC |
4,571 |
4,571 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
515 |
515 |
UNCH |
0.00% |
| Ridgecrest Wealth Partners LLC |
2,724 |
2,724 |
UNCH |
0.00% |
| Long Run Wealth Advisors LLC |
14,911 |
14,911 |
UNCH |
0.00% |
| Morton Brown Family Wealth LLC |
20 |
20 |
UNCH |
0.00% |
| City State Bank |
338 |
338 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
20 |
20 |
UNCH |
0.00% |
| My Personal CFO LLC |
2,800 |
2,800 |
UNCH |
0.00% |
| Mayport LLC |
2,200 |
2,200 |
UNCH |
0.00% |
| Worth Asset Management LLC |
1,819 |
1,819 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
8,617 |
8,617 |
UNCH |
0.00% |
| Horizons Wealth Management |
850 |
850 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
500 |
500 |
UNCH |
0.00% |
| McGlone Suttner Wealth Management Inc. |
14,676 |
14,676 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
1,850 |
1,850 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
530 |
530 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
147 |
147 |
UNCH |
0.00% |
| Trivant Custom Portfolio Group LLC |
600 |
600 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
3,522 |
3,522 |
UNCH |
0.00% |
| GAMMA Investing LLC |
1,468 |
1,468 |
UNCH |
0.00% |
| New Century Financial Group LLC |
6,540 |
6,540 |
UNCH |
0.00% |
| Planning Capital Management Corp |
778 |
778 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
1,450 |
1,450 |
UNCH |
0.00% |
| Walden Wealth Partners LLC |
6,941 |
6,941 |
UNCH |
0.00% |
| 13F Filers Decreasing SDY Share Count |
|---|
| SYSTM Wealth Solutions LLC |
617 |
41 |
-576 |
-93.35% |
| Nvest Financial LLC |
21,388 |
1,543 |
-19,845 |
-92.79% |
| Private Ocean LLC |
3,561 |
273 |
-3,288 |
-92.33% |
| Advisor Resource Council |
35,644 |
2,758 |
-32,886 |
-92.26% |
| AdvisorNet Financial Inc |
17,417 |
2,312 |
-15,105 |
-86.73% |
| Roble Belko & Company Inc |
139,393 |
19,153 |
-120,240 |
-86.26% |
| Hexagon Capital Partners LLC |
52 |
10 |
-42 |
-80.77% |
| Cadent Capital Advisors LLC |
106,760 |
26,384 |
-80,376 |
-75.29% |
| Allred Capital Management LLC |
4,971 |
1,972 |
-2,999 |
-60.33% |
| Denver Wealth Management Inc. |
79,579 |
33,390 |
-46,189 |
-58.04% |
| Fifth Third Securities Inc. |
26,196 |
11,645 |
-14,551 |
-55.55% |
| Oak Harbor Wealth Partners LLC |
3,580 |
1,729 |
-1,851 |
-51.70% |
| Blue Bell Private Wealth Management LLC |
767 |
407 |
-360 |
-46.94% |
| Newbridge Financial Services Group Inc. |
782 |
431 |
-351 |
-44.88% |
| PSI Advisors LLC |
8,187 |
4,521 |
-3,666 |
-44.78% |
| Fortune Financial Advisors LLC |
10,731 |
5,997 |
-4,734 |
-44.12% |
| Parcion Private Wealth LLC |
106,369 |
60,549 |
-45,820 |
-43.08% |
| Mayfair Advisory Group LLC |
4,233 |
2,444 |
-1,789 |
-42.26% |
| Berkshire Bank |
6,899 |
3,990 |
-2,909 |
-42.17% |
| Financial Freedom LLC |
4,808 |
2,885 |
-1,923 |
-40.00% |
| Spinnaker Investment Group LLC |
8,239 |
5,111 |
-3,128 |
-37.97% |
| Rosenberg Matthew Hamilton |
433 |
278 |
-155 |
-35.80% |
| Charles Schwab Trust Co |
24,567 |
16,035 |
-8,532 |
-34.73% |
| Fiduciary Alliance LLC |
2,926 |
1,941 |
-985 |
-33.66% |
| First Pacific Financial |
112 |
75 |
-37 |
-33.04% |
| AFG Fiduciary Services Limited Partnership |
2,326 |
1,569 |
-757 |
-32.55% |
| Lowe Wealth Advisors LLC |
196 |
136 |
-60 |
-30.61% |
| Gradient Investments LLC |
2,744 |
1,994 |
-750 |
-27.33% |
| Oak Asset Management LLC |
3,325 |
2,425 |
-900 |
-27.07% |
| Ashford Advisors LLC |
5,465 |
4,000 |
-1,465 |
-26.81% |
| Capital Investment Advisory Services LLC |
4,713 |
3,451 |
-1,262 |
-26.78% |
| Strategic Blueprint LLC |
11,633 |
8,543 |
-3,090 |
-26.56% |
| YHB Investment Advisors Inc. |
5,252 |
4,010 |
-1,242 |
-23.65% |
| Horizon Bancorp Inc. IN |
2,281 |
1,746 |
-535 |
-23.45% |
| Compass Financial Group INC SD |
3,063 |
2,367 |
-696 |
-22.72% |
| Eagle Strategies LLC |
19,654 |
15,253 |
-4,401 |
-22.39% |
| Brookstone Capital Management |
2,287 |
1,785 |
-502 |
-21.95% |
| Tsfg LLC |
3,233 |
2,555 |
-678 |
-20.97% |
| Walkner Condon Financial Advisors LLC |
4,802 |
3,802 |
-1,000 |
-20.82% |
| Capital Asset Advisory Services LLC |
7,555 |
5,984 |
-1,571 |
-20.79% |
| Sutton Place Investors LLC |
5,224 |
4,224 |
-1,000 |
-19.14% |
| Brown Advisory Inc. |
79,965 |
64,725 |
-15,240 |
-19.06% |
| Armor Investment Advisors LLC |
753 |
620 |
-133 |
-17.66% |
| Sunbelt Securities Inc. |
11,247 |
9,323 |
-1,924 |
-17.11% |
| Thrive Wealth Management LLC |
2,104 |
1,746 |
-358 |
-17.02% |
| Congress Wealth Management LLC DE |
10,463 |
8,748 |
-1,715 |
-16.39% |
| Lindbrook Capital LLC |
1,327 |
1,122 |
-205 |
-15.45% |
| Disciplined Investments LLC |
5,501 |
4,688 |
-813 |
-14.78% |
| MKT Advisors LLC |
7,198 |
6,157 |
-1,041 |
-14.46% |
| Hillcrest Wealth Advisors NY LLC |
23,680 |
20,280 |
-3,400 |
-14.36% |
| UMB Bank N A MO |
183,663 |
157,911 |
-25,752 |
-14.02% |
| Monterey Private Wealth Inc. |
2,192 |
1,885 |
-307 |
-14.01% |
| Massmutual Trust Co. FSB ADV |
1,878 |
1,619 |
-259 |
-13.79% |
| Flagship Harbor Advisors LLC |
53,018 |
45,808 |
-7,210 |
-13.60% |
| Global Retirement Partners LLC |
31,316 |
27,522 |
-3,794 |
-12.12% |
| Ausdal Financial Partners Inc. |
6,750 |
5,939 |
-811 |
-12.01% |
| Capstone Wealth Management Group LLC |
39,647 |
35,143 |
-4,504 |
-11.36% |
| Elk River Wealth Management LLC |
406,741 |
362,805 |
-43,936 |
-10.80% |
| Wealth Enhancement Advisory Services LLC |
189,578 |
169,140 |
-20,438 |
-10.78% |
| Baugh & Associates LLC |
3,816 |
3,424 |
-392 |
-10.27% |
| Valley National Advisers Inc. |
2,488 |
2,233 |
-255 |
-10.25% |
| Integrity Wealth Solutions LLC |
6,749 |
6,074 |
-675 |
-10.00% |
| Eudaimonia Advisors LLC |
10,916 |
9,842 |
-1,074 |
-9.84% |
| Mather Group LLC. |
3,660 |
3,301 |
-359 |
-9.81% |
| Private Wealth Group LLC |
54,830 |
49,639 |
-5,191 |
-9.47% |
| Simon Quick Advisors LLC |
39,327 |
35,761 |
-3,566 |
-9.07% |
| IAG Wealth Partners LLC |
896 |
815 |
-81 |
-9.04% |
| Bank of New York Mellon Corp |
1,284,447 |
1,168,365 |
-116,082 |
-9.04% |
| Coastline Trust Co |
13,520 |
12,311 |
-1,209 |
-8.94% |
| Horst & Graben Wealth Management LLC |
5,578 |
5,082 |
-496 |
-8.89% |
| Duncker Streett & Co. Inc. |
4,504 |
4,104 |
-400 |
-8.88% |
| Core Wealth Management Inc. |
2,649 |
2,414 |
-235 |
-8.87% |
| Harbour Trust & Investment Management Co |
12,155 |
11,103 |
-1,052 |
-8.65% |
| Diversified Trust Co |
11,349 |
10,449 |
-900 |
-7.93% |
| Acropolis Investment Management LLC |
4,058 |
3,747 |
-311 |
-7.66% |
| Saxon Interests Inc. |
8,392 |
7,776 |
-616 |
-7.34% |
| Johnson & White Wealth Management LLC |
58,426 |
54,150 |
-4,276 |
-7.32% |
| Valeo Financial Advisors LLC |
5,146 |
4,774 |
-372 |
-7.23% |
| Heartwood Wealth Advisors LLC |
3,236 |
3,010 |
-226 |
-6.98% |
| Ballentine Partners LLC |
2,177 |
2,027 |
-150 |
-6.89% |
| Coastal Investment Advisors Inc. |
7,966 |
7,438 |
-528 |
-6.63% |
| Transform Wealth LLC |
10,254 |
9,587 |
-667 |
-6.50% |
| Kovack Advisors Inc. |
8,059 |
7,549 |
-510 |
-6.33% |
| Beese Fulmer Investment Management Inc. |
1,912 |
1,795 |
-117 |
-6.12% |
| Family Legacy Inc. |
2,709 |
2,549 |
-160 |
-5.91% |
| Wallace Advisory Group LLC |
1,818 |
1,713 |
-105 |
-5.78% |
| Nadler Financial Group Inc. |
3,567 |
3,379 |
-188 |
-5.27% |
| Cambridge Investment Research Advisors Inc. |
392,920 |
372,692 |
-20,228 |
-5.15% |
| Raymond James Trust N.A. |
67,332 |
64,065 |
-3,267 |
-4.85% |
| Augustine Asset Management Inc. |
1,699 |
1,620 |
-79 |
-4.65% |
| New Hampshire Trust |
3,138 |
2,998 |
-140 |
-4.46% |
| Jeppson Wealth Management LLC |
12,595 |
12,045 |
-550 |
-4.37% |
| Marion Wealth Management |
1,776 |
1,700 |
-76 |
-4.28% |
| Lakewood Asset Management LLC |
3,296 |
3,156 |
-140 |
-4.25% |
| Dynamic Advisor Solutions LLC |
73,414 |
70,514 |
-2,900 |
-3.95% |
| Raymond James Financial Services Advisors Inc. |
1,020,448 |
982,908 |
-37,540 |
-3.68% |
| Sageworth Trust Co |
4,892 |
4,717 |
-175 |
-3.58% |
| Pinnacle Associates Ltd. |
10,127 |
9,791 |
-336 |
-3.32% |
| Patriot Investment Management Inc. |
9,379 |
9,071 |
-308 |
-3.28% |
| Apexium Financial LP |
72,239 |
69,893 |
-2,346 |
-3.25% |
| Capital Investment Advisors LLC |
582,689 |
563,851 |
-18,838 |
-3.23% |
| Hourglass Capital LLC |
11,973 |
11,608 |
-365 |
-3.05% |
| Spire Wealth Management |
17,876 |
17,349 |
-527 |
-2.95% |
| RFG Advisory LLC |
6,139 |
5,967 |
-172 |
-2.80% |
| City Holding Co. |
1,691 |
1,644 |
-47 |
-2.78% |
| Mechanics Bank Trust Department |
30,258 |
29,422 |
-836 |
-2.76% |
| Stratos Wealth Partners LTD. |
55,172 |
53,721 |
-1,451 |
-2.63% |
| Agate Pass Investment Management LLC |
9,177 |
8,945 |
-232 |
-2.53% |
| McAdam LLC |
1,699 |
1,656 |
-43 |
-2.53% |
| Kwmg LLC |
5,869 |
5,724 |
-145 |
-2.47% |
| Southland Equity Partners LLC |
2,278 |
2,222 |
-56 |
-2.46% |
| Sandy Cove Advisors LLC |
6,999 |
6,827 |
-172 |
-2.46% |
| Triangle Securities Wealth Management |
6,624 |
6,461 |
-163 |
-2.46% |
| Park Avenue Securities LLC |
8,610 |
8,402 |
-208 |
-2.42% |
| Phillips Financial Management LLC |
5,356 |
5,233 |
-123 |
-2.30% |
| Alpha Cubed Investments LLC |
48,405 |
47,399 |
-1,006 |
-2.08% |
| Precedent Wealth Partners LLC |
61,206 |
59,944 |
-1,262 |
-2.06% |
| Hubbell Strickland Wealth Management LLC |
112,456 |
110,242 |
-2,214 |
-1.97% |
| Marino Stram & Associates LLC |
272,247 |
266,961 |
-5,286 |
-1.94% |
| Appleton Partners Inc. MA |
5,750 |
5,642 |
-108 |
-1.88% |
| Shulman DeMeo Asset Management LLC |
47,870 |
46,987 |
-883 |
-1.84% |
| CX Institutional |
67,205 |
65,972 |
-1,233 |
-1.83% |
| Donaldson Capital Management LLC |
11,058 |
10,867 |
-191 |
-1.73% |
| Grimes & Company Inc. |
5,402 |
5,309 |
-93 |
-1.72% |
| Optimum Investment Advisors |
2,059 |
2,024 |
-35 |
-1.70% |
| Hengehold Capital Management LLC |
4,193 |
4,124 |
-69 |
-1.65% |
| Capital Advisors Ltd. LLC |
165,937 |
163,309 |
-2,628 |
-1.58% |
| Market Street Wealth Management Advisors LLC |
6,746 |
6,643 |
-103 |
-1.53% |
| Ellenbecker Investment Group |
16,296 |
16,049 |
-247 |
-1.52% |
| Dumont & Blake Investment Advisors LLC |
26,585 |
26,181 |
-404 |
-1.52% |
| Strategy Asset Managers LLC |
17,929 |
17,660 |
-269 |
-1.50% |
| TL Private Wealth |
47,521 |
46,817 |
-704 |
-1.48% |
| BKD Wealth Advisors LLC |
91,009 |
89,667 |
-1,342 |
-1.47% |
| First Horizon Advisors Inc. |
40,604 |
40,055 |
-549 |
-1.35% |
| Raymond James & Associates |
2,332,268 |
2,301,496 |
-30,772 |
-1.32% |
| DHJJ Financial Advisors Ltd. |
3,893 |
3,843 |
-50 |
-1.28% |
| Allworth Financial LP |
24,058 |
23,779 |
-279 |
-1.16% |
| CRA Financial Services LLC |
118,121 |
116,765 |
-1,356 |
-1.15% |
| Burns J W & Co. Inc. NY |
6,307 |
6,238 |
-69 |
-1.09% |
| Regions Financial Corp |
55,095 |
54,516 |
-579 |
-1.05% |
| Berry Wealth Group LP |
6,965 |
6,903 |
-62 |
-0.89% |
| NBT Bank N A NY |
97,029 |
96,187 |
-842 |
-0.87% |
| Signature Securities Group Corporation |
9,408 |
9,328 |
-80 |
-0.85% |
| Financial Management Network Inc. |
8,868 |
8,795 |
-73 |
-0.82% |
| Selective Wealth Management Inc. |
4,098 |
4,066 |
-32 |
-0.78% |
| Wetzel Investment Advisors Inc. |
7,151 |
7,106 |
-45 |
-0.63% |
| Lodestar Private Asset Management LLC |
13,699 |
13,615 |
-84 |
-0.61% |
| Capital Advisory Group Advisory Services LLC |
16,474 |
16,374 |
-100 |
-0.61% |
| N.E.W. Advisory Services LLC |
6,857 |
6,819 |
-38 |
-0.55% |
| Stratos Wealth Advisors LLC |
7,005 |
6,967 |
-38 |
-0.54% |
| Carmichael Hill & Associates Inc. |
42,333 |
42,124 |
-209 |
-0.49% |
| Berger Financial Group Inc |
2,974 |
2,960 |
-14 |
-0.47% |
| Fulton Bank N.A. |
2,160 |
2,150 |
-10 |
-0.46% |
| Rocky Mountain Advisers LLC |
9,225 |
9,185 |
-40 |
-0.43% |
| Global Trust Asset Management LLC |
4,731 |
4,711 |
-20 |
-0.42% |
| Coston McIsaac & Partners |
14,867 |
14,806 |
-61 |
-0.41% |
| LifeSteps Financial Inc. |
33,862 |
33,776 |
-86 |
-0.25% |
| McNaughton Wealth Management LLC |
10,649 |
10,626 |
-23 |
-0.22% |
| Harfst & Associates Inc. |
3,045 |
3,040 |
-5 |
-0.16% |
| Narwhal Capital Management |
21,014 |
20,989 |
-25 |
-0.12% |
| GHP Investment Advisors Inc. |
3,280 |
3,276 |
-4 |
-0.12% |
| Lake Street Financial LLC |
7,574 |
7,568 |
-6 |
-0.08% |
| Thomasville National Bank |
18,830 |
18,824 |
-6 |
-0.03% |
| Central Valley Advisors LLC |
4,070 |
4,069 |
-1 |
-0.02% |
| Wesbanco Bank Inc. |
92,560 |
92,545 |
-15 |
-0.02% |
| 13F Filers Exiting SDY |
|---|
| Gerber LLC |
3,093 |
0 |
-3,093 |
-100.00% |
| Voisard Asset Management Group Inc. |
97 |
0 |
-97 |
-100.00% |
| Tritonpoint Wealth LLC |
1,741 |
0 |
-1,741 |
-100.00% |
| Astoria Portfolio Advisors LLC. |
2,923 |
0 |
-2,923 |
-100.00% |
| NorthCrest Asset Manangement LLC |
1,603 |
0 |
-1,603 |
-100.00% |
| Hennion & Walsh Asset Management Inc. |
32,604 |
0 |
-32,604 |
-100.00% |
| Koss Olinger Consulting LLC |
9,946 |
0 |
-9,946 |
-100.00% |
| Marshall Financial Group LLC |
2,131 |
0 |
-2,131 |
-100.00% |
| Tennessee Valley Asset Management Partners |
290 |
0 |
-290 |
-100.00% |
| Bridgewealth Advisory Group LLC |
3,357 |
0 |
-3,357 |
-100.00% |
| Pacifica Partners Inc. |
267 |
0 |
-267 |
-100.00% |
| MinichMacGregor Wealth Management LLC |
2,150 |
0 |
-2,150 |
-100.00% |
| Martin Capital Partners LLC |
18,961 |
0 |
-18,961 |
-100.00% |
| WoodTrust Financial Corp |
1,894 |
0 |
-1,894 |
-100.00% |
| Meridian Wealth Management LLC |
5,380 |
0 |
-5,380 |
-100.00% |
| Tradewinds Capital Management LLC |
170 |
0 |
-170 |
-100.00% |
| Asset Allocation & Management Company LLC |
1,902 |
0 |
-1,902 |
-100.00% |
| AMI Asset Management Corp |
6,693 |
0 |
-6,693 |
-100.00% |
| Bourgeon Capital Management LLC |
436 |
0 |
-436 |
-100.00% |
| Calton & Associates Inc. |
2,211 |
0 |
-2,211 |
-100.00% |
See Summary: Institutional Holders of SDY
See Details: Top 10 Hedge Funds Holding SDY
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