FDIV Institutional Ownership & Shareholders
MARKETDSK FOCUSED US DVD ETF (FDIV) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $47.95M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
San Luis Wealth Advisors Llc is currently the largest disclosed institutional shareholder of FDIV tracked by InsiderSet, reporting ownership valued at approximately $25.40M in its September 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 $27.69M, representing an estimated gain of +9.03% 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
$47.95M
Largest Holder
San Luis Wealth Advisors Llc
Largest Position
$25.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 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 | 3.71% | 985,711 | $25,397,148 | $27,690,199 | +$2,293,051 | +9.03% | |
| Arrowroot Family Office, Llc | 2.20% | 276,563 | $7,676,929 | $7,769,097 | +$92,168 | +1.20% | |
| Empire Financial Management Company, Llc | 2.56% | 233,205 | $6,473,390 | $6,551,102 | +$77,712 | +1.20% | |
| Northrock Partners, Llc | 0.04% | 95,504 | $2,651,015 | $2,682,860 | +$31,845 | +1.20% | |
| Mutual Advisors, Llc | 0.05% | 92,969 | $2,580,648 | $2,611,648 | +$31,000 | +1.20% | |
| Andina Capital Management, Llc | 1.15% | 31,014 | $799,085 | $871,233 | +$72,148 | +9.03% | |
| Keeler Thomas Management Llc | 0.23% | 23,181 | $597,265 | $651,191 | +$53,926 | +9.03% | |
| Steelhead Wealth Management Llc | 0.24% | 21,341 | $592,000 | $599,503 | +$7,503 | +1.27% | |
| Action Point Financial Planning, Llc | 0.06% | 21,323 | $591,904 | $598,997 | +$7,093 | +1.20% | |
| Royal Bank Of Canada | 0.00% | 21,156 | $587,000 | $594,306 | +$7,306 | +1.24% | |
| Corecap Advisors, Llc | 0.00% | 18 | $464 | $506 | +$42 | +8.98% | |
| Morgan Stanley | 0.00% | 5 | $139 | $140 | +$1 | +1.05% |
Frequently asked questions about FDIV
Who are the largest institutional holders of FDIV?
The largest institutional holders of FDIV reported in the latest SEC Form 13F filings include San Luis Wealth Advisors Llc, Arrowroot Family Office, Llc, Empire Financial Management Company, Llc, Northrock Partners, Llc, and Mutual Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FDIV position.
What is FDIV institutional ownership?
This page tracks FDIV positions reported by institutional investment managers through SEC Form 13F. MARKETDSK FOCUSED US DVD ETF (FDIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDIV?
InsiderSet currently tracks 12 institutional managers reporting FDIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FDIV shareholders.
How much FDIV stock do institutions own?
Institutional investment managers disclosed approximately $47.95M in FDIV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDIV institutional ownership last updated?
The latest FDIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FDIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FDIV position after the reporting date.
Are institutions buying or selling FDIV?
Institutional buying and selling can be analyzed by comparing FDIV positions across consecutive 13F reporting periods. InsiderSet's FDIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDIV ownership changes.
How has FDIV institutional ownership changed over time?
InsiderSet tracks FDIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.