Who Owns AAM S&P (SPDV)? -- Institutional Holders (2026-06-30)

41 institutions reported holding $51.2M of AAM S&P (SPDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: OSAIC HOLDINGS, INC. ($14.1M), LPL Financial LLC ($7.9M), Cetera Investment Advisers ($7.5M), Western Wealth Management, LLC ($4.5M), Pine Valley Investments Ltd Liability Co ($2.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OSAIC HOLDINGS, INC.$14.1M365,327Added
2LPL Financial LLC$7.9M203,857Added
3Cetera Investment Advisers$7.5M195,211Added
4Western Wealth Management, LLC$4.5M117,014Added
5Pine Valley Investments Ltd Liability Co$2.4M61,379Added
6Virginia Estate & Retirement Planning Advisors Inc.$2.3M74,580New
7RAYMOND JAMES FINANCIAL INC$1.9M48,660Added
8Ameritas Advisory Services, LLC$1.3M34,755Added
9Aviance Capital Partners, LLC$1.3M33,252Added
10STIFEL FINANCIAL CORP$1.1M29,335Trimmed
11SUSQUEHANNA INTERNATIONAL GROUP, LLP$676,88317,564Trimmed
12Key Client Fiduciary Advisors, LLC$609,17915,807Trimmed
13CAPTRUST FINANCIAL ADVISORS$503,48713,065Trimmed
14HighTower Advisors, LLC$441,26111,450Trimmed
15ENVESTNET ASSET MANAGEMENT INC$431,36311,193Added
16Strait & Sound Wealth Management LLC$398,01010,328Trimmed
17Laird Norton Wetherby Trust Company, LLC$386,53110,000Hold
18Baker Avenue Asset Management, LP$385,38110,000Hold
19CITADEL ADVISORS LLC$374,9379,729New
20Cambridge Investment Research Advisors, Inc.$347,0008,991Trimmed
21COMMONWEALTH EQUITY SERVICES, LLC$336,2988,726Trimmed
22PFG Investments, LLC$320,9638,328Added
23Stratos Wealth Partners, LTD.$275,4327,147Added
24NewEdge Advisors, LLC$272,2357,064Added
25MORGAN STANLEY$251,7016,531Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30