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Disclosery

SDIV GLOBAL X FDS

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SUPERDIVIDEND (fund)

103 managers (104 13F filers) reported a position in SDIV shares at 2025-06-30, 6,371,784 shares in all. 25 filers opened a position and 7 filers sold out during the quarter.

Managers
103
13F filers
104
New
25
Added
43
Reduced
19
Sold out
7
Shares held by filers
6,371,784

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC808,842$18.2M0.01%+51,42813F-HRTimeline
Howard Capital Management, LLC681,750$15.4M0.23%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY580,719$13.1M<0.01%+10,29513F-HRTimelineGroup
Foguth Wealth Management, LLC.536,276$12.1M2.59%+472,08113F-HRTimeline
Signal Advisors Wealth, LLC528,346$11.9M0.93%+464,15113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/410,676$9.26M<0.01%-38,87113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200,139$4.51M0.01%+22,01413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN149,778$3.38M<0.01%+19,72313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…138,100$3.11M<0.01%+19,50213F-HRTimelineGroup
NFSG Corp129,172$2.91M0.47%+5,19513F-HRTimeline
Cambridge Investment Research Advisors,…120,288$2.71M0.01%+3,89813F-HRTimeline
Cetera Investment Advisers103,842$2.34M<0.01%+16,49613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…97,389$2.2M0.16%-10,76913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…87,521$2M<0.01%-21313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC87,496$1.97M0.23%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC87,453$1.97M0.04%+83,93813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO86,471$1.95M<0.01%+8,27413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,692$1.84M<0.01%+2,37213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC75,794$1.71M<0.01%+11,90013F-HRTimelineGroup
NewEdge Advisors, LLC75,791$1.71M0.01%+5,27213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding69,580$1.57M+29,230Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC64,381$1.45M<0.01%+2,31213F-HRTimelineGroup
UBS Group AGin group UBS Group AG54,948$1.24M<0.01%-341,94213F-HRTimelineGroup
Wealthfront Advisers LLC54,733$1.23M<0.01%+5,05613F-HRTimeline
Strategic Financial Concepts, LLC52,265$1.18M0.17%-1,30213F-HRTimeline
Goldstone Financial Group, LLC44,451$1.02M0.13%-60613F-HRTimeline
SBI Securities Co., Ltd.44,841$1.01M0.03%-13013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC44,576$1.01M0.08%+12,98013F-HRTimeline
Triumph Capital Management41,074$926K0.28%+49413F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO39,944$901K<0.01%+4,62813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…38,532$869K0.05%+3,27913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC38,070$858K<0.01%+9,98013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,893$803K<0.01%+12,92713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC28,045$632K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC26,894$606K<0.01%+14,16013F-HRTimeline
BTS Asset Management, Inc.26,802$604K0.73%new13F-HRTimeline
Qube Research & Technologies Ltd26,056$588K<0.01%-8,94513F-HRTimeline
HighTower Advisors, LLC25,247$569K<0.01%-7613F-HRTimeline
PFG Investments, LLC24,146$544K0.03%-3613F-HRTimeline
Wealthspire Advisors, LLC23,804$537K<0.01%+24613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,428$528K<0.01%+70813F-HR/ATimelineGroup
Prospera Financial Services Inc23,242$524K0.01%+2,86613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,010$519K<0.01%+11,85613F-HRTimelineGroup
Founders Financial Alliance, LLC19,717$445K0.1%+74513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,263$434K0.04%-2,20013F-HRTimeline
INTEGRITY ALLIANCE, LLC.18,674$421K0.02%-3513F-HRTimeline
Janney Montgomery Scott LLC18,376$414K<0.01%-74813F-HRTimeline
Good Life Advisors, LLC18,263$412K0.03%+66213F-HRTimeline
M Holdings Securities, Inc.17,433$392K0.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,057$385K<0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC15,939$359K0.08%-4413F-HRTimeline
Western Wealth Management, LLC15,714$354K0.02%-2,19913F-HRTimeline
Kovack Advisors, Inc.15,562$351K0.03%+2,67613F-HRTimeline
Fortis Group Advisors, LLC14,741$340K0.06%new13F-HRTimeline
AE Wealth Management LLC14,518$327K<0.01%+2,72213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,000$325K<0.01%013F-HR/ATimelineGroup
Private Advisor Group, LLC14,377$324K<0.01%new13F-HRTimeline
Lifestyle Asset Management, Inc.14,372$324K0.15%new13F-HRTimeline
Sterling Manor Financial, LLC14,333$323K0.22%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,316$323K<0.01%-40813F-HRTimelineGroup
Brookwood Investment Group LLC13,726$310K0.05%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,426$303K0.01%new13F-HRTimeline
VestGen Advisors, LLC12,336$278K0.01%new13F-HRTimeline
SageView Advisory Group, LLC11,762$278K0.01%-1,25813F-HRTimeline
Global Retirement Partners, LLC11,865$268K0.01%13F-HRTimeline
Kingstone Capital Partners Texas, LLC10,899$246K0.16%+21513F-HR/ATimeline
Waterloo Capital, L.P.10,251$231K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,558$216K<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.9,467$214K<0.01%-3,25413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,330$211K<0.01%+1,53213F-HR/ATimelineGroup
Crews Bank & Trust6,115$138K0.02%+2,50013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,474$123K<0.01%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,800$85.7K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC3,350$75K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,063$69.1K<0.01%+6213F-HRTimeline
CWM, LLCin group CWM, LLC2,174$49K<0.01%+1,93113F-HRTimelineGroup
MAI Capital Management2,050$46.2K<0.01%+2,04613F-HRTimeline
Dunhill Financial, LLC1,683$38K0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,506$34K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,166$26.3K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP1,000$23K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,000$22.6K0.01%013F-HRTimeline
Westside Investment Management, Inc.1,000$22.6K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,000$22.6K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC768$17.3K<0.01%new13F-HRTimeline
IFP Advisors, Inc764$17.2K<0.01%+35513F-HRTimeline
Federation des caisses Desjardins du Qu…685$15.4K<0.01%-13113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …666$15K<0.01%13F-HRTimelineGroup
FMR LLCin group FMR LLC526$11.9K<0.01%+43813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC400$9.02K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…366$8.25K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC266$6K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp230$5.19K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC230$5.19K<0.01%013F-HRTimeline
COMERICA BANK178$4.01K<0.01%+3013F-HRTimeline
Strategic Investment Solutions, Inc. /IL150$3.38K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.133$3K<0.01%013F-HRTimeline
Allworth Financial LP112$2.53K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC72$1.62K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.75$1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC9$206<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1$23<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.