SDVY Hedge Fund Ownership (Q2 2026)

First Tr Exchange Traded Fd (SDVY)

572 + Investors. Track Smart Money conviction in SDVY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SDVY

Based on 576 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added SDVY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

576 hedge funds hold SDVY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q

+112 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 64% buying

366 buying202 selling

Last quarter: 366 funds were net buyers (62 opened a brand new position + 304 added to an existing one). Only 202 were sellers (156 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 52 → 80 → 73 → 62. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 35% medium ■ 23% new

238 out of 576 hedge funds have held SDVY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~62 new funds/quarter

50 → 52 → 80 → 73 → 62 new funds/Q

New funds entering each quarter: 52 → 80 → 73 → 62. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 41% veterans vs 30% newcomers

■ 41% veterans ■ 29% 1-2yr ■ 30% new

Entry-cohort mix of 578 holders: 235 (41%) are 2+ year veterans, 167 entered 1–2 years ago, and 176 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds

28 of 575 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in SDVY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	572	560	2.14%
13F Shares	210M	204M	2.68%
Total Value	$8.88B	$7.89B	12.56%
New Positions	60	73	-13
Increased Positions	303	275	+28
Closed Positions	47	35	+12
Reduced Positions	155	165	-10
Total Calls	1	1	-
Total Puts	1	1	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

572

560

2.14%

13F Shares

210M

204M

2.68%

Total Value

$8.88B

$7.89B

12.56%

New Positions

-13

Increased Positions

303

275

+28

Closed Positions

+12

Reduced Positions

155

165

-10

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

572 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SDVY. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SDVY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Southern Financial Group, LLC	14.41%	1,308,434	$56.4M
2	LVZ, Inc.	11.85%	2,704,072	$116.7M
3	S Harris Financial Group, LLC	9.85%	294,596	$12.7M
4	Randall & Associates Wealth Management	9.47%	354,958	$15.3M
5	Solano Wealth Investment Advisors LLC	8.19%	416,944	$18.0M
6	Advantage Trust Co	6.67%	439,357	$19.0M
7	Stonehaven Wealth & Tax Solutions, LLC	6.09%	176,353	$7.6M
8	JSF Financial, LLC	6.05%	886,168	$38.2M
9	Decker Wealth Management LLC	5.96%	650,826	$28.1M
10	Stewardship Concepts Financial Services LLC	4.57%	157,539	$6.8M
11	Catalyst Investment Management LLC	4.54%	115,902	$5.0M
12	Gaddis Premier Wealth Advisors LLC	4.28%	163,435	$7.1M
13	PMG Wealth Management, Inc.	4.27%	160,196	$6.9M
14	Park National Corp /Oh/	4.27%	3,530,538	$152.3M
15	LCW Services, LLC	4.08%	217,064	$9.4M
16	Aft, Forsyth & Sober, LLC	4.06%	329,600	$13.0M
17	Wagner Wealth Management, LLC	4.00%	501,563	$21.6M
18	Boyer Financial Services, Inc.	3.92%	107,638	$4.6M
19	Crumly & Associates Inc.	3.87%	468,829	$20.2M
20	Wisconsin Wealth Advisors, LLC	3.80%	102,662	$4.4M
21	Virtus Family Office LLC	3.71%	108,889	$4.7M
22	IFC & Insurance Marketing, Inc.	3.61%	95,140	$4.1M
23	Sanchez Wealth Management Group	3.53%	466,604	$20.1M
24	IMG Wealth Management, Inc.	3.49%	145,117	$6.3M
25	Dagco, INC.	3.41%	428,281	$18.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — First Tr Exchange Traded Fd (SDVY)

What does the Smart Money Trend signal show for SDVY?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SDVY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SDVY?

More buyers than sellers — 64% buying: Last quarter: 366 funds were net buyers (62 opened a brand new position + 304 added to an existing one). Only 202 were sellers (156 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SDVY holders?

Elite ownership — 46% AUM from top-100 funds: 28 of 575 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in SDVY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SDVY?

41% of holders stayed for 2+ years: 238 out of 576 hedge funds have held SDVY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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First Tr Exchange Traded Fd (SDVY)

Smart Money Signals — SDVY

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

More buyers than sellers — 64% buying

Fewer new buyers each quarter (-11 vs last Q)

41% of holders stayed for 2+ years

Steady discovery — ~62 new funds/quarter

Veteran-anchored — 41% veterans vs 30% newcomers

Elite ownership — 46% AUM from top-100 funds

Institutional Sentiment Summary — SDVY

Hedge Fund Ownership: SDVY

Market Analysis: SDVY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SDVY

Hedge Fund Positioning: SDVY

Statistics: SDVY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange Traded Fd (SDVY)

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