Who Owns AAM S&P 500 HIGH DIVIDEND VALUE ETF (SPDV)? -- Institutional Holders (2026-03-31)

37 institutions reported holding $37.7M of AAM S&P 500 HIGH DIVIDEND VALUE ETF (SPDV) in SEC 13F filings for 2026-03-31. Largest institutional holders: OSAIC HOLDINGS, INC. ($8.8M), Cetera Investment Advisers ($6.6M), LPL Financial LLC ($6.3M), Western Wealth Management, LLC ($3.3M), RAYMOND JAMES FINANCIAL INC ($1.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OSAIC HOLDINGS, INC.$8.8M237,686Trimmed
2Cetera Investment Advisers$6.6M177,271Added
3LPL Financial LLC$6.3M169,154Added
4Western Wealth Management, LLC$3.3M88,458Added
5RAYMOND JAMES FINANCIAL INC$1.7M45,432Added
6Aviance Capital Partners, LLC$1.2M32,807Trimmed
7STIFEL FINANCIAL CORP$1.1M29,832Added
8Ameritas Advisory Services, LLC$1.1M29,662Added
9SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M29,337Added
10CAPTRUST FINANCIAL ADVISORS$823,45722,119Added
11Key Client Fiduciary Advisors, LLC$619,84716,650Trimmed
12Private Advisor Group, LLC$479,15512,871Added
13Cambridge Investment Research Advisors, Inc.$466,00012,510Trimmed
14HighTower Advisors, LLC$444,88511,950Trimmed
15ENVESTNET ASSET MANAGEMENT INC$397,62510,681Added
16Strait & Sound Wealth Management LLC$386,64910,386Added
17Laird Norton Wetherby Trust Company, LLC$373,28910,000Hold
18Baker Avenue Asset Management, LP$372,28910,000Hold
19COMMONWEALTH EQUITY SERVICES, LLC$345,9909,294Trimmed
20PFG Investments, LLC$309,3888,310Added
21KESTRA PRIVATE WEALTH SERVICES, LLC$305,9738,219Trimmed
22Stratos Wealth Partners, LTD.$265,8997,142Trimmed
23MORGAN STANLEY$247,2746,642Trimmed
24Kestra Advisory Services, LLC$240,7526,467Added
25JPMORGAN CHASE & CO$119,4543,225Added

Source: SEC Form 13F filings · as of 2026-03-31