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Among the 4 tracked institutional investors we monitor, SDVY (FIRST TR EXCHANGE TRADED FD) is held with a combined value of $3.05M across 70,798 shares. The largest holder is FMR LLC with a position worth $1.56M. 1 fund increased its holdings. 1 fund reduced its position.
Total Institutional Value
$3.05M
Total Shares Held
70,798
Institutional Holders
4
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $1.56M | 0.00% | +45.7% |
| 2 | AQR CAPITAL MANAGEMENT LLC | $1.14M | 0.00% | - |
| 3 | CITADEL ADVISORS LLC | $280.54K | 0.00% | -68.8% |
| 4 | BlackRock, Inc. | $72.61K | 0.00% | - |
| Member | Type | Date |
|---|---|---|
| Scott Scott Franklin | Buy | Aug 7, 2024 |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of SDVY with a position worth $1.56M, representing 0.00% of their portfolio. In total, 4 institutional investors hold SDVY with a combined value of $3.05M.
Institutional investors hold $3.05M worth of SDVY stock across 4 positions. The largest institutional holder is FMR LLC with $1.56M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SDVY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SDVY positions.
Last Close
$41.52
2026-10-16
YTD
+8.0%
62% of 52-week range