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Institutional Holders of SDY

There is a long list of 1094 institutional holders of SDY within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SDY by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SDY table below, the initial column indicates the name of each top institutional holder of SDY, with a link to that fund's top holdings. The next columns indicate the amount of SDY stock held by each of the institutional holders of SDY, followed by the SDY position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE8,627,302$1,078,154 12/31/2023
     SDY8,627,302$1,078,154 12/31/2023
Morgan Stanley4,981,697$622,563 12/31/2023
     SDY4,981,697$622,563 12/31/2023
LPL Financial LLC3,070,202$383,683 12/31/2023
     SDY3,070,202$383,683 12/31/2023
Royal Bank of Canada2,599,586$324,869 12/31/2023
     SDY2,599,586$324,869 12/31/2023
Joel Isaacson & Co. LLC2,373,538$296,621 12/31/2023
     SDY2,373,538$296,621 12/31/2023
Raymond James & Associates2,332,268$291,463 12/31/2023
     SDY2,332,268$291,463 12/31/2023
JPMorgan Chase & Co.2,322,593$290,254 12/31/2023
     SDY2,322,593$290,254 12/31/2023
Ameriprise Financial Inc.2,298,359$287,164 12/31/2023
     SDY2,298,359$287,164 12/31/2023
UBS Group AG1,993,538$249,132 12/31/2023
     SDY1,993,538$249,132 12/31/2023
Wells Fargo & Company MN1,903,388$237,866 12/31/2023
     SDY1,903,388$237,866 12/31/2023
Richard Bernstein Advisors LLC1,376,402$172,009 12/31/2023
     SDY1,376,402$172,009 12/31/2023
Envestnet Asset Management Inc.1,357,556$169,654 12/31/2023
     SDY1,357,556$169,654 12/31/2023
Bank of New York Mellon Corp1,284,447$160,517 12/31/2023
     SDY1,284,447$160,517 12/31/2023
Commonwealth Equity Services LLC1,230,086$153,724 12/31/2023
     SDY1,230,086$153,724 12/31/2023
Janney Montgomery Scott LLC1,115,618$139,419 12/31/2023
     SDY1,115,618$139,419 12/31/2023
Truist Financial Corp1,058,130$132,235 12/31/2023
     SDY1,058,130$132,235 12/31/2023
Raymond James Financial Services Advisors Inc.1,020,448$127,525 12/31/2023
     SDY1,020,448$127,525 12/31/2023
1ST Source Bank866,686$108,310 12/31/2023
     SDY866,686$108,310 12/31/2023
Pathstone Holdings LLC758,736$94,819 12/31/2023
     SDY758,736$94,819 12/31/2023
Destination Wealth Management690,405$86,280 12/31/2023
     SDY690,405$86,280 12/31/2023
Capital Investment Advisors LLC563,851$74,000 03/31/2024
     SDY563,851$74,000 03/31/2024
Advisor Group Holdings Inc.554,556$69,313 12/31/2023
     SDY554,556$69,313 12/31/2023
HighTower Advisors LLC530,660$66,262 12/31/2023
     SDY530,660$66,262 12/31/2023
MAI Capital Management520,339$65,027 12/31/2023
     SDY520,339$65,027 12/31/2023
Cetera Advisor Networks LLC518,395$64,784 12/31/2023
     SDY518,395$64,784 12/31/2023
Vanguard Group Inc.515,308$64,398 12/31/2023
     SDY515,308$64,398 12/31/2023
Creative Planning502,809$62,836 12/31/2023
     SDY502,809$62,836 12/31/2023
MML Investors Services LLC456,654$57,068 12/31/2023
     SDY456,654$57,068 12/31/2023
The PNC Financial Services Group Inc.455,342$56,904 12/31/2023
     SDY455,342$56,904 12/31/2023
Goldman Sachs Group Inc.427,206$53,388 12/31/2023
     SDY427,206$53,388 12/31/2023
Legacy Financial Group LLC393,594$51,655 03/31/2024
     SDY393,594$51,655 03/31/2024
Cambridge Investment Research Advisors Inc.392,920$49,103 12/31/2023
     SDY392,920$49,103 12/31/2023
Elk River Wealth Management LLC362,805$47,615 03/31/2024
     SDY362,805$47,615 03/31/2024
Mizuho Bank Ltd.380,000$47,489 12/31/2023
     SDY380,000$47,489 12/31/2023
Linscomb & Williams Inc.320,482$40,051 12/31/2023
     SDY320,482$40,051 12/31/2023
Moneta Group Investment Advisors LLC317,376$39,662 12/31/2023
     SDY317,376$39,662 12/31/2023
J.Safra Asset Management Corp316,983$39,613 12/31/2023
     SDY316,983$39,613 12/31/2023
Orion Portfolio Solutions LLC303,209$37,892 12/31/2023
     SDY303,209$37,892 12/31/2023
United Capital Financial Advisers LLC301,539$37,683 12/31/2023
     SDY301,539$37,683 12/31/2023
O Dell Group LLC280,618$35,069 12/31/2023
     SDY280,618$35,069 12/31/2023
Marino Stram & Associates LLC272,247$34,023 12/31/2023
     SDY272,247$34,023 12/31/2023
Clearstead Advisors LLC249,163$31,138 12/31/2023
     SDY249,163$31,138 12/31/2023
Bank of Montreal Can243,386$30,489 12/31/2023
     SDY243,386$30,489 12/31/2023
Graves Light Private Wealth Management Inc.239,256$29,900 12/31/2023
     SDY239,256$29,900 12/31/2023
Baird Financial Group Inc.230,904$28,856 12/31/2023
     SDY230,904$28,856 12/31/2023
Mariner LLC223,265$27,901 12/31/2023
     SDY223,265$27,901 12/31/2023
Wolff Financial Management LLC216,228$27,022 12/31/2023
     SDY216,228$27,022 12/31/2023
Klingman & Associates LLC211,180$26,391 12/31/2023
     SDY211,180$26,391 12/31/2023
Captrust Financial Advisors206,792$25,843 12/31/2023
     SDY206,792$25,843 12/31/2023
Stifel Financial Corp206,129$25,760 12/31/2023
     SDY206,129$25,760 12/31/2023

See All: Funds Holding SDY
See Details: Top 10 Hedge Funds Holding SDY
Also See: SDY Holdings Changes

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