Who Owns SPDV?
AAM S&P 500 High Dividend Value ETF — Institutional Ownership & 13F Holdings
$37.64
+0.03 (+0.09%)
Market Cap
$87.5M
Shares Outstanding
2,326,057
Institutional Holders
30
Total Inst. Value
$26.8M
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
4
Closed Positions
5
Increased
11
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $9.5M | 293,392 |
| 2 | Cetera Investment Advisers | $4.1M | 127,157 |
| 3 | Financial Advocates Investment Management | $3.0M | 92,610 |
| 4 | Ameritas Advisory Services, LLC | $1.2M | 37,357 |
| 5 | Aviance Capital Partners, LLC | $1.1M | 33,031 |
| 6 | CAPTRUST FINANCIAL ADVISORS | $790K | 24,282 |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $676K | 20,774 |
| 8 | STIFEL FINANCIAL CORP | $616K | 18,943 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $612K | 18,813 |
| 10 | HighTower Advisors, LLC | $600K | 18,450 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +191K | $9.5M |
| Cetera Investment Advisers | +24K | $4.1M |
| Aviance Capital Partners, LLC | +912 | $1.1M |
| CAPTRUST FINANCIAL ADVISORS | +27 | $790K |
| COMMONWEALTH EQUITY SERVICES, LLC | +14K | $676K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -4K | $582K |
| STIFEL FINANCIAL CORP | -3K | $616K |
| Strait & Sound Wealth Management LLC | -2K | $352K |
| HighTower Advisors, LLC | -2K | $600K |
| JPMORGAN CHASE & CO | -2K | $21K |
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Frequently Asked Questions
How many institutional investors hold SPDV?
As of Q1 2025, 30 institutional investors report holding SPDV (AAM S&P 500 High Dividend Value ETF) in their 13F filings.
Which hedge fund owns the most SPDV?
The largest institutional holder of SPDV is OSAIC HOLDINGS, INC. with $9.5M in shares.
Are institutions buying or selling SPDV?
This quarter, 4 institutions opened new positions in SPDV and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.