Who Owns SDY (SDY)? -- Institutional Holders (2026-06-30)

1,300 institutions reported holding $9.75B of SDY (SDY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.09B), MORGAN STANLEY ($746.6M), LPL Financial LLC ($462.7M), RAYMOND JAMES FINANCIAL INC ($455.0M), Joel Isaacson & Co., LLC ($440.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$1.09B7.2MTrimmed
2MORGAN STANLEY$746.6M4.9MAdded
3LPL Financial LLC$462.7M3.0MAdded
4RAYMOND JAMES FINANCIAL INC$455.0M3.0MTrimmed
5Joel Isaacson & Co., LLC$440.5M2.9MAdded
6WELLS FARGO & COMPANY/MN$347.2M2.3MAdded
7Royal Bank of Canada$310.3M2.0MAdded
8UBS Group AG$254.8M1.7MAdded
9JPMORGAN CHASE & CO$210.9M1.4MTrimmed
10AMERIPRISE FINANCIAL INC$196.6M1.3MTrimmed
11ENVESTNET ASSET MANAGEMENT INC$169.2M1.1MAdded
12MAI Capital Management$152.6M1.0MAdded
13Bank of New York Mellon Corp$138.6M910,494Trimmed
14COMMONWEALTH EQUITY SERVICES, LLC$133.0M873,659Trimmed
15Pathstone Holdings, LLC$120.7M793,377Added
16Cetera Investment Advisers$114.2M750,297Added
17TRUIST FINANCIAL CORP$105.0M689,697Trimmed
18Destination Wealth Management$96.6M635,081Added
19COLDSTREAM CAPITAL MANAGEMENT INC$94.1M618,230New
20STIFEL FINANCIAL CORP$89.5M587,808Added
21Janney Montgomery Scott LLC$88.0M577,947Added
22OSAIC HOLDINGS, INC.$84.1M552,440Added
23JONES FINANCIAL COMPANIES LLLP$82.1M536,116Added
24Jupiter Topco LLC$76.5M502,815New
25Capital Investment Advisors, LLC$74.8M491,556Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30