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Disclosery

SPDV ETF SER SOLUTIONS

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AAM S&P 500 (fund)

35 managers (36 13F filers) reported a position in SPDV shares at 2026-03-31, 1,075,673 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
35
13F filers
36
New
4
Added
17
Reduced
10
Sold out
2
Shares held by filers
1,075,673

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.237,686$8.85M0.01%-112,28613F-HRTimelineGroup
Cetera Investment Advisers177,271$6.6M0.01%+2,49313F-HRTimeline
LPL Financial LLC169,154$6.3M<0.01%+5013F-HRTimeline
Western Wealth Management, LLC88,458$3.29M0.13%+7,57913F-HR/ATimeline
Pine Valley Investments Ltd Liability Co59,682$2.23M0.11%+1,02213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,432$1.69M<0.01%+29,88313F-HRTimelineGroup
Aviance Capital Partners, LLC32,807$1.22M0.14%-7113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,832$1.11M<0.01%+4,08013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,662$1.1M0.04%+1213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,337$1.09M<0.01%+18,25213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS22,119$823K<0.01%+2513F-HRTimeline
Key Client Fiduciary Advisors, LLC16,650$620K0.21%-12313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,686$547K-1,158Timeline
Private Advisor Group, LLC12,871$479K<0.01%+2,26413F-HRTimeline
Cambridge Investment Research Advisors,…12,510$466K<0.01%-1,63913F-HRTimeline
HighTower Advisors, LLC11,950$445K<0.01%-45013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,681$398K<0.01%+2,37413F-HRTimelineGroup
Strait & Sound Wealth Management LLC10,386$387K0.15%+6013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…10,000$373K0.01%013F-HRTimelineGroup
Baker Avenue Asset Management, LP10,000$372K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,294$346K<0.01%-2,69113F-HRTimeline
PFG Investments, LLC8,310$309K0.01%+28313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,142$266K<0.01%-16413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,642$247K<0.01%-6213F-HRTimelineGroup
NewEdge Advisors, LLC4,685$174K<0.01%-1,65513F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,225$119K<0.01%+29113F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,750$65.2K<0.01%+1713F-HRTimeline
CWM, LLCin group CWM, LLC1,500$55.8K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.900$33.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.586$21.8K<0.01%+16513F-HRTimeline
Parallel Advisors, LLC375$14K<0.01%new13F-HR/ATimeline
FMR LLCin group FMR LLC46$1.72K<0.01%new13F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC33$1.23K<0.01%13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10$372<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$32<0.01%013F-HR/ATimelineGroup