14 institutions reported holding $9.2M of ETF SER SOLUTIONS (SPDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pine Valley Investments Ltd Liability Co ($2.4M), Virginia Estate & Retirement Planning Advisors Inc. ($2.3M), Aviance Capital Partners, LLC ($1.3M), Cambridge Investment Research Advisors, Inc. ($694,000), Key Client Fiduciary Advisors, LLC ($609,179). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pine Valley Investments Ltd Liability Co | $2.4M | 61,379 | Added |
| 2 | Virginia Estate & Retirement Planning Advisors Inc. | $2.3M | 74,580 | New |
| 3 | Aviance Capital Partners, LLC | $1.3M | 33,252 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $694,000 | 17,982 | Added |
| 5 | Key Client Fiduciary Advisors, LLC | $609,179 | 15,807 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $431,363 | 11,193 | Added |
| 7 | Baker Avenue Asset Management, LP | $385,381 | 10,000 | Hold |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $336,298 | 8,726 | Trimmed |
| 9 | PFG Investments, LLC | $320,963 | 8,328 | Added |
| 10 | Kestra Advisory Services, LLC | $226,682 | 5,882 | Trimmed |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $224,355 | 5,822 | Trimmed |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $67,996 | 1,764 | Added |
| 13 | Golden State Equity Partners | $14,683 | 381 | New |
| 14 | Private Advisor Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30