SDIV Institutional Ownership & Shareholders
GLOBAL X SUPERDIVIDEND ETF (SDIV) is currently held by 116 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $166.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SDIV tracked by InsiderSet, reporting ownership valued at approximately $26.48M 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 $24.63M, representing an estimated loss of -7.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed SDIV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in GLOBAL X SUPERDIVIDEND ETF (SDIV).
This page ranks the largest institutional SDIV 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
116
Total Reported Value
$166.92M
Largest Holder
Lpl Financial Llc
Largest Position
$26.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,083,477 | $26,480,172 | $24,627,432 | -$1,852,740 | -7.00% | |
| Morgan Stanley | 0.00% | 585,027 | $14,298,079 | $13,297,664 | -$1,000,415 | -7.00% | |
| Bank Of America Corp | 0.00% | 551,873 | $13,487,768 | $12,544,073 | -$943,695 | -7.00% | |
| Osaic Holdings, Inc. | 0.01% | 415,270 | $10,150,255 | $9,439,087 | -$711,168 | -7.01% | |
| Wells Fargo & Company/Mn | 0.00% | 392,220 | $9,585,857 | $8,915,161 | -$670,696 | -7.00% | |
| Principal Securities, Inc. | 0.10% | 332,794 | $8,133,485 | $7,564,408 | -$569,077 | -7.00% | |
| Cetera Investment Advisers | 0.00% | 217,921 | $5,325,998 | $4,953,344 | -$372,654 | -7.00% | |
| Fifth Third Securities, Inc. | 0.23% | 197,044 | $4,604,933 | $4,478,810 | -$126,123 | -2.74% | |
| Envestnet Asset Management Inc | 0.00% | 187,120 | $4,573,206 | $4,253,238 | -$319,968 | -7.00% | |
| Raymond James Financial Inc | 0.00% | 184,054 | $4,498,285 | $4,183,547 | -$314,738 | -7.00% | |
| Flow Traders U.S. Llc | 0.17% | 170,962 | $4,178,000 | $3,885,966 | -$292,034 | -6.99% | |
| Ubs Group Ag | 0.00% | 160,958 | $3,933,814 | $3,658,575 | -$275,239 | -7.00% | |
| Jones Financial Companies Lllp | 0.00% | 141,051 | $3,441,653 | $3,206,089 | -$235,564 | -6.84% | |
| Nfsg Corp | 0.37% | 138,782 | $3,243,330 | $3,154,515 | -$88,815 | -2.74% | |
| Ameriprise Financial Inc | 0.00% | 116,786 | $2,854,248 | $2,654,546 | -$199,702 | -7.00% | |
| Newedge Advisors, Llc | 0.01% | 108,346 | $2,647,976 | $2,462,705 | -$185,271 | -7.00% | |
| Kestra Private Wealth Services, Llc | 0.03% | 103,282 | $2,413,702 | $2,347,600 | -$66,102 | -2.74% | |
| Wealthfront Advisers Llc | 0.00% | 94,808 | $2,317,108 | $2,154,986 | -$162,122 | -7.00% | |
| Foguth Wealth Management, Llc. | 0.23% | 94,184 | $2,220,865 | $2,140,802 | -$80,063 | -3.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 86,826 | $2,068,195 | $1,973,555 | -$94,640 | -4.58% | |
| Jpmorgan Chase & Co | 0.00% | 79,561 | $1,944,471 | $1,808,422 | -$136,049 | -7.00% | |
| D. E. Shaw & Co., Inc. | 0.00% | 75,899 | $1,854,972 | $1,725,184 | -$129,788 | -7.00% | |
| Royal Bank Of Canada | 0.00% | 69,060 | $1,688,000 | $1,569,734 | -$118,266 | -7.01% | |
| Mml Investors Services, Llc | 0.00% | 67,812 | $1,657,332 | $1,541,367 | -$115,965 | -7.00% | |
| Private Advisor Group, Llc | 0.01% | 62,809 | $1,535,055 | $1,427,649 | -$107,406 | -7.00% | |
| Sei Investments Co | 0.00% | 61,121 | $1,493,810 | $1,389,280 | -$104,530 | -7.00% | |
| Prospera Financial Services Inc | 0.02% | 56,945 | $1,391,729 | $1,294,360 | -$97,369 | -7.00% | |
| Integrity Alliance, Llc. | 0.04% | 58,084 | $1,357,437 | $1,320,249 | -$37,188 | -2.74% | |
| Ameritas Advisory Services, Llc | 0.03% | 55,180 | $1,348,599 | $1,254,241 | -$94,358 | -7.00% | |
| Kingswood Wealth Advisors, Llc | 0.05% | 57,554 | $1,345,044 | $1,308,202 | -$36,842 | -2.74% | |
| Strategic Financial Concepts, Llc | 0.37% | 51,707 | $1,260,055 | $1,175,300 | -$84,755 | -6.73% | |
| &Partners | 0.01% | 50,602 | $1,236,704 | $1,150,183 | -$86,521 | -7.00% | |
| Sbi Securities Co., Ltd. | 0.02% | 41,805 | $976,983 | $950,228 | -$26,755 | -2.74% | |
| Goldstone Financial Group, Llc | 0.09% | 39,790 | $972,458 | $904,427 | -$68,031 | -7.00% | |
| Stifel Financial Corp | 0.00% | 39,686 | $969,955 | $902,063 | -$67,892 | -7.00% | |
| Kestra Advisory Services, Llc | 0.00% | 39,407 | $920,931 | $895,721 | -$25,210 | -2.74% | |
| Resurgent Financial Advisors Llc | 0.24% | 35,336 | $863,612 | $803,187 | -$60,425 | -7.00% | |
| M Holdings Securities, Inc. | 0.11% | 31,731 | $782,000 | $721,246 | -$60,754 | -7.77% | |
| Kovack Advisors, Inc. | 0.04% | 31,473 | $765,132 | $715,381 | -$49,751 | -6.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,982 | $700,680 | $681,491 | -$19,189 | -2.74% | |
| Sterling Manor Financial, Llc | 0.39% | 28,816 | $673,430 | $654,988 | -$18,442 | -2.74% | |
| Triumph Capital Management | 0.12% | 28,038 | $655,258 | $637,304 | -$17,954 | -2.74% | |
| Fortis Group Advisors, Llc | 0.10% | 25,761 | $629,595 | $585,548 | -$44,047 | -7.00% | |
| Wealthspire Advisors, Llc | 0.00% | 23,804 | $581,770 | $541,065 | -$40,705 | -7.00% | |
| Founders Financial Alliance, Llc | 0.07% | 22,607 | $552,519 | $513,857 | -$38,662 | -7.00% | |
| Independent Financial Group, Llc | 0.01% | 20,891 | $488,223 | $474,852 | -$13,371 | -2.74% | |
| National Bank Of Canada | 0.00% | 19,500 | $459,810 | $443,235 | -$16,575 | -3.60% | |
| Mutual Advisors, Llc | 0.01% | 18,652 | $455,852 | $423,960 | -$31,892 | -7.00% | |
| Janney Montgomery Scott Llc | 0.00% | 15,166 | $371,000 | $344,723 | -$26,277 | -7.08% | |
| Fiduciary Alliance Llc | 0.03% | 15,107 | $353,051 | $343,382 | -$9,669 | -2.74% |
Frequently asked questions about SDIV
Who are the largest institutional holders of SDIV?
The largest institutional holders of SDIV reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, Osaic Holdings, Inc., and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported SDIV position.
What is SDIV institutional ownership?
This page tracks SDIV positions reported by institutional investment managers through SEC Form 13F. GLOBAL X SUPERDIVIDEND ETF (SDIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SDIV?
InsiderSet currently tracks 116 institutional managers reporting SDIV 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 SDIV shareholders.
How much SDIV stock do institutions own?
Institutional investment managers disclosed approximately $166.92M in SDIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SDIV institutional ownership last updated?
The latest SDIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 SDIV 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 SDIV position after the reporting date.
Are institutions buying or selling SDIV?
Institutional buying and selling can be analyzed by comparing SDIV positions across consecutive 13F reporting periods. InsiderSet's SDIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SDIV ownership changes.
How has SDIV institutional ownership changed over time?
InsiderSet tracks SDIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.