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Of the 6 tracked institutions holding SDVY, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +7.7pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 6 tracked institutional investors we monitor, SDVY (FIRST TR EXCHANGE TRADED FD) is held with a combined value of $5.87M across 148,859 shares. The largest holder is RENAISSANCE TECHNOLOGIES LLC with a position worth $2.56M. 3 funds opened new positions in the most recent quarter. 2 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$5.87M
Total Shares Held
148,859
Institutional Holders
6
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES LLC | $2.56M | 0.00% | New |
| 2 | AQR CAPITAL MANAGEMENT LLC | $1.04M | 0.00% | -8.7% |
| 3 | FMR LLC | $978.23K | 0.00% | +49.9% |
| 4 | CITADEL ADVISORS LLC | $822.87K | 0.00% | New |
| 5 | Fisher Asset Management, LLC | $403.61K | 0.00% | New |
| 6 | BlackRock, Inc. | $66.36K | 0.00% | +236.6% |
| Member | Type | Date |
|---|---|---|
| Scott Scott Franklin | Buy | Aug 7, 2024 |
As of the latest SEC 13F filings, RENAISSANCE TECHNOLOGIES LLC is the largest institutional holder of SDVY with a position worth $2.56M, representing 0.00% of their portfolio. In total, 6 institutional investors hold SDVY with a combined value of $5.87M.
In the most recent quarter, 3 funds opened a new position in SDVY. Additionally, 2 increased their holdings and 1 reduced their positions.
Institutional investors hold $5.87M worth of SDVY stock across 6 positions. The largest institutional holder is RENAISSANCE TECHNOLOGIES LLC with $2.56M 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
$43.39
2026-07-17
YTD
+12.6%
96% of 52-week range
