MARKETDSK FOCUSED US DVD ETF (FDIV) Institutional Shareholders
MARKETDSK FOCUSED US DVD ETF (FDIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $59.25M in FDIV holdings during the latest filing period.
San Luis Wealth Advisors Llc is currently the largest disclosed institutional shareholder of FDIV tracked by InsiderSet, reporting ownership valued at approximately $36.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.63M, representing an estimated loss of -2.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FDIV value among the investors covered in this analysis. Major shareholders include San Luis Wealth Advisors Llc, Arrowroot Family Office, Llc, Empire Financial Management Company, Llc, and several other long-term asset managers with concentrated positions in MARKETDSK FOCUSED US DVD ETF (FDIV).
This page ranks the largest institutional FDIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$59.25M
Largest Holder
San Luis Wealth Advisors Llc
Largest Position
$36.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| San Luis Wealth Advisors Llc | 5.52% | 1,320,912 | $36,666,262 | $35,630,941 | -$1,035,321 | -2.82% | |
| Arrowroot Family Office, Llc | 2.20% | 276,563 | $7,676,929 | $7,460,149 | -$216,780 | -2.82% | |
| Empire Financial Management Company, Llc | 2.56% | 233,205 | $6,473,390 | $6,290,588 | -$182,802 | -2.82% | |
| Northrock Partners, Llc | 0.04% | 95,504 | $2,651,015 | $2,576,173 | -$74,842 | -2.82% | |
| Mutual Advisors, Llc | 0.05% | 92,969 | $2,580,648 | $2,507,792 | -$72,856 | -2.82% | |
| Andina Capital Management, Llc | 1.41% | 30,916 | $858,176 | $833,944 | -$24,232 | -2.82% | |
| Steelhead Wealth Management Llc | 0.24% | 21,341 | $592,000 | $575,663 | -$16,337 | -2.76% | |
| Action Point Financial Planning, Llc | 0.06% | 21,323 | $591,904 | $575,177 | -$16,727 | -2.83% | |
| Royal Bank Of Canada | 0.00% | 21,156 | $587,000 | $570,673 | -$16,327 | -2.78% | |
| Keeler Thomas Management Llc | 0.20% | 20,614 | $572,210 | $556,052 | -$16,158 | -2.82% | |
| Corecap Advisors, Llc | 0.00% | 18 | $500 | $486 | -$14 | -2.89% | |
| Morgan Stanley | 0.00% | 5 | $139 | $135 | -$4 | -2.97% |
Frequently asked questions about FDIV
Who owns the most FDIV stock?
The largest holders of FDIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MARKETDSK FOCUSED US DVD ETF (FDIV).
Is FDIV widely held by superinvestors?
Many widely followed stocks like FDIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.