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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

747 managers (757 13F filers) reported a position in RDVY shares at 2025-12-31, 203,478,394 shares in all. 72 filers opened a position and 27 filers sold out during the quarter.

Managers
747
13F filers
757
New
72
Added
372
Reduced
180
Sold out
27
Shares held by filers
203,478,394

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC30,504,116$2.12B0.58%+2,907,77013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,152,942$1.4B0.08%+940,59013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,285,710$784M0.24%+243,58513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,276,215$783M0.15%+1,076,55813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,042,649$628M0.14%+1,251,75213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,225,255$502M0.04%+232,94013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding5,995,777$417M+255,513Timeline
COMMONWEALTH EQUITY SERVICES, LLC5,555,442$386M0.51%+36,81213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,379,147$374M+247,406Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,722,755$328M0.06%+569,11013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,912,205$272M0.4%+284,75913F-HRTimelineGroup
Cetera Investment Advisers3,744,525$260M0.28%+243,55113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,642,033$253M+135,303Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,717,559$189M0.12%-92,54013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…2,708,359$188M0.5%+117,43913F-HRTimeline
Private Advisor Group, LLC2,610,967$181M0.85%+170,00913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,476,533$172M0.15%+79,34213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,626,177$113M0.15%+33,28213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,569,304$109M0.07%+415,47813F-HRTimelineGroup
Janney Montgomery Scott LLC1,503,228$104M0.24%+57,92713F-HRTimeline
MML INVESTORS SERVICES, LLC1,496,878$104M0.25%+93,66413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC147,860$102M33.07%+1,99813F-HRTimeline
HighTower Advisors, LLC1,453,245$101M0.11%+45,41813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,400,833$97.3M0.05%+91,00613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,358,890$94.4M0.65%+98,56013F-HRTimelineGroup
NewEdge Advisors, LLC1,312,729$91.2M0.33%+153,15013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,176,963$81.8M0.11%-39,77913F-HR/ATimelineGroup
Prospera Financial Services Inc1,113,908$77.4M1.27%+22,98913F-HRTimeline
Mariner, LLCin group Mariner, LLC1,050,247$73M0.09%+8,62213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,024,802$71.2M0.11%-71,49713F-HRTimelineGroup
Csenge Advisory Group1,005,353$69.8M3.16%+36,72013F-HRTimeline
CWM, LLCin group CWM, LLC970,829$67.4M0.18%-8,23513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…951,998$66.1M0.12%+530,99013F-HR/ATimelineGroup
D.A. DAVIDSON & CO.881,008$61.2M0.37%+10,49113F-HRTimeline
BLAIR WILLIAM & CO/IL753,309$52.3M0.14%+174,98513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC736,020$51.1M14.58%+171,51713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding723,632$50.3M+29,417Timeline
Arax Advisory Partners685,811$47.6M1.39%new13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC664,802$46.2M6.57%+2,02313F-HRTimeline
Aptus Capital Advisors, LLC647,858$45M0.38%+36,53613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC643,484$44.7M2.8%+39,48213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO628,835$43.7M<0.01%-1,078,21413F-HRTimelineGroup
Ascension Capital Advisors, Inc.581,472$40.4M13.86%+48,21013F-HRTimeline
HARBOUR INVESTMENTS, INC.578,881$40.2M0.82%-87,72813F-HRTimeline
RVW Wealth, LLC577,086$40.1M3.06%-5,78713F-HRTimeline
Koshinski Asset Management, Inc.568,144$39.5M2.54%+17,31713F-HRTimeline
Financial Partners Group, Inc538,609$38.9M4.5%+14,65413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS554,949$38.6M0.02%+480,04713F-HRTimelineGroup
Horizon Advisory Services, Inc.551,075$38.3M19.37%-10,25413F-HRTimeline
Steward Partners Investment Advisory, L…535,903$37.2M0.2%-20,76313F-HRTimeline
Spectrum Wealth Advisory Group, LLC535,049$37.2M13.66%+235,83913F-HRTimeline
Hobart Private Capital, LLC504,239$35M6.84%+14,62613F-HRTimeline
Gladstone Institutional Advisory LLC464,538$32.3M1.22%+3,88013F-HRTimeline
Integrated Wealth Concepts LLC457,152$31.8M0.38%-409,60013F-HRTimeline
Perennial Investment Advisors, LLC445,635$31M2.45%+28,78813F-HRTimeline
VestGen Advisors, LLC443,541$30.8M1.31%+71,38113F-HRTimeline
Rise Advisors, LLC440,766$30.6M10.92%+433,40013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC419,817$29.2M0.32%+17,11913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC387,275$26.9M0.02%+22,59413F-HRTimelineGroup
First Heartland Consultants, Inc.384,922$26.7M2.03%+2,46013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\366,138$25.4M0.03%+10,49113F-HRTimelineGroup
PARK NATIONAL CORP /OH/361,464$25.1M0.78%+12,18313F-HRTimeline
ODonnell Financial Services, LLC357,074$24.8M8.48%+8,62913F-HRTimeline
Foundations Investment Advisors, LLC355,234$24.7M0.32%+36,13313F-HRTimeline
Crumly & Associates Inc.338,770$23.5M4.94%-26,52413F-HRTimeline
Western Wealth Management, LLC338,654$23.5M1.09%+13,58413F-HRTimeline
&PARTNERS334,860$23.3M0.12%+101,88913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED330,678$23.2M1.57%+72,17213F-HRTimeline
Intellus Advisors LLC329,586$22.9M3.04%+59913F-HRTimeline
Next Level Private LLC328,636$22.8M5.98%+19,08013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…328,333$22.8M0.26%+56,17513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC323,449$22.5M0.5%-118,81113F-HRTimeline
Sanchez Wealth Management Group321,361$22.3M4.77%+117,50113F-HRTimeline
Sanctuary Advisors, LLC319,471$22.2M0.12%-10,24113F-HRTimeline
Valmark Advisers, Inc.312,065$21.7M0.27%-2,81413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…293,601$21.3M0.03%+8,45413F-HRTimeline
Pine Valley Investments Ltd Liability Co303,721$21.1M1.05%+4,42313F-HRTimeline
Bleakley Financial Group, LLC298,462$20.7M0.36%new13F-HRTimeline
ABLE Financial Group, LLC291,868$20.3M4.12%-1,98313F-HRTimeline
Key Client Fiduciary Advisors, LLC282,669$19.6M6.8%-9,56113F-HRTimeline
Geneos Wealth Management Inc.272,274$18.9M0.46%+33913F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.268,530$18.7M13.07%-270,58813F-HRTimeline
Uniting Wealth Partners, LLC265,408$18.4M5.65%+46,43813F-HRTimeline
IHT Wealth Management, LLC260,075$18.1M0.44%+3,22613F-HRTimeline
Sigma Planning Corp251,078$17.5M0.48%+15,07313F-HRTimeline
Tidemark, LLC250,819$17.4M4.95%+234,08213F-HRTimeline
tru Independence LLC247,244$17.2M4.33%+13,61313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC245,700$17.1M0.14%-241,40013F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.243,410$16.9M1.98%+14,44413F-HRTimeline
BEACON FINANCIAL GROUP236,880$16.5M1.64%-6,54513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC235,935$16.4M0.52%+27,60713F-HRTimeline
Kingsview Wealth Management, LLC235,918$16.4M0.24%+105,91113F-HRTimeline
Traction Financial Partners, LLC235,795$16.4M9.71%+11,92313F-HRTimeline
Juno Financial Group LLC231,421$16.1M6.44%13F-HRTimeline
Arkadios Wealth Advisors220,814$15.3M0.3%+3,36613F-HRTimeline
Per Stirling Capital Management, LLC.220,373$15.3M1.72%+6,45613F-HRTimeline
Napier Financial, LLC219,623$15.3M3.81%13F-HRTimeline
Merit Financial Group, LLC210,248$14.6M0.12%+159,12413F-HRTimeline
Walkner Condon Financial Advisors LLC204,867$14.2M1.98%+43,45913F-HRTimeline
PINNACLE ASSOCIATES LTD204,561$14.2M0.18%+4,56613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC203,188$14.1M0.03%+5,11313F-HRTimelineGroup
Golden State Wealth Management, LLC197,880$13.7M1.45%+4,52113F-HRTimeline
IFG Advisory, LLC196,626$13.7M0.6%-15,54013F-HRTimeline
ORG Partners LLC196,185$13.6M2.4%-5,43413F-HRTimeline
SMITH, MOORE & CO.195,266$13.6M1.03%+16,86013F-HRTimeline
Scarborough Advisors, LLC194,813$13.5M2.28%+20113F-HRTimeline
Atria Investments, Inc189,053$13.1M0.15%-4,37213F-HRTimeline
Chris Bulman Inc188,670$13.1M5.8%+47,78113F-HRTimeline
Peak Planning Group, LLC188,585$13.1M3.67%+56,42413F-HRTimeline
Plotkin Financial Advisors, LLC188,050$13.1M6.37%+3,75613F-HRTimeline
Global Retirement Partners, LLC181,475$12.6M0.22%+79913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO181,311$12.6M1.67%new13F-HRTimeline
Wagner Wealth Management, LLC179,445$12.5M2.65%+2,31113F-HRTimeline
GSG Advisors LLC177,202$12.3M3.18%+5,14213F-HRTimeline
AJ Advisors, LLC175,449$12.2M4.5%+6,60213F-HRTimeline
PFG Advisors173,441$12M0.58%-34,15513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp172,569$12M0.22%+28,51713F-HRTimelineGroup
Mainsail Financial Group, LLC172,043$12M4.97%+11,42713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management169,841$11.8M0.13%+34,47313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…169,568$11.8M0.39%+12,13113F-HRTimelineGroup
Cornerstone Wealth Management, LLC168,524$11.7M0.61%+4,44613F-HRTimeline
United Advisor Group, LLC168,325$11.7M1.5%+14,15513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC165,987$11.5M0.68%+85713F-HRTimeline
Petix & Botte Co163,375$11.3M2.57%+24,02613F-HRTimeline
Vise Technologies, Inc.163,222$11.3M0.22%+67,44613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC162,537$11.3M0.53%+30,61013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC160,988$11.2M0.8%-20,68413F-HRTimeline
World Investment Advisors158,704$11M0.18%+37,80313F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …158,203$11M0.16%+5,83513F-HRTimelineGroup
Farther Finance Advisors, LLC158,024$11M0.12%+66,54113F-HRTimeline
O'Connor Financial Group LLC152,752$11M4.37%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.155,392$10.8M1.21%+47,67613F-HRTimeline
Mach-1 Financial Group, LLC153,546$10.7M2.19%new13F-HRTimeline
N.E.W. Advisory Services LLC152,180$10.6M0.78%+125,00213F-HRTimeline
Kovack Advisors, Inc.150,528$10.5M0.49%+37,52913F-HR/ATimeline
Qube Research & Technologies Ltd150,237$10.4M0.01%+116,84313F-HRTimeline
HBW ADVISORY SERVICES LLC150,199$10.4M1.13%-6,75813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.149,789$10.4M3.69%+1,86613F-HRTimeline
DAVENPORT & Co LLC147,945$10.3M0.06%+19,79313F-HRTimeline
Weitzel Financial Services, Inc.145,111$10.2M3.94%+2,92413F-HRTimeline
Summit Financial, LLC143,927$10M0.15%+1,33713F-HRTimeline
U.S. Capital Wealth Advisors, LLC143,328$9.96M0.26%+27,85713F-HRTimeline
Legacy Capital Wealth Partners, LLC150,627$9.93M2.13%-6,02613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC141,052$9.8M0.15%+9,75313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …140,197$9.74M0.19%+5,47513F-HRTimelineGroup
CITY HOLDING CO136,441$9.48M1.17%+4,70013F-HRTimeline
Avidian Wealth Enterprises, LLC133,550$9.28M0.34%+3,27013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…132,023$9.17M0.63%+14,55413F-HRTimeline
Triumph Capital Management131,786$9.16M1.98%-3,68413F-HRTimeline
Orion Porfolio Solutions, LLC131,366$9.13M0.07%+1,19713F-HRTimeline
Fairway Financial, LLC131,352$9.13M6.89%+2,65313F-HRTimeline
Sovereign Financial Group, Inc.130,541$9.07M1.62%+45813F-HRTimeline
Gateway Wealth Partners, LLC129,947$9.03M1%+15,92613F-HRTimeline
Focus Financial Network, Inc.129,240$8.98M0.31%+5,66913F-HRTimeline
TSFG, LLC127,560$8.86M1.32%new13F-HRTimeline
Gaddis Premier Wealth Advisors LLC127,443$8.85M6.72%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.125,562$8.72M0.38%+6,12913F-HRTimelineGroup
SMART Wealth LLC125,539$8.72M2.66%-7,79813F-HRTimeline
COMERICA BANK124,362$8.64M0.03%+6,30013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC124,340$8.64M4.27%+1,89613F-HRTimeline
IFP Advisors, Inc123,531$8.58M0.19%+31,42613F-HRTimeline
Invst, LLC122,230$8.49M0.92%+5,17713F-HRTimeline
Coppell Advisory Solutions LLC120,456$8.45M0.83%-4713F-HRTimeline
Solano Wealth Investment Advisors LLC119,825$8.32M4.13%-16,32513F-HRTimeline
Virtus Wealth Solutions LLC119,450$8.3M1.58%+90,44213F-HRTimeline
Total Clarity Wealth Management, Inc.119,358$8.29M2%+12,23113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…118,867$8.26M0.27%-41113F-HRTimelineGroup
Guided Capital Wealth Management, LLC117,319$8.15M5.71%+21,37513F-HRTimeline
StoneCrest Wealth Management, Inc.116,713$8.11M3.27%+10,36113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…115,227$8M0.1%+7,20613F-HRTimelineGroup
Huntleigh Advisors, Inc.115,154$8M1.35%+3,99113F-HRTimeline
Frederick Financial Consultants, LLC114,491$7.95M4.35%+2,80513F-HRTimeline
COZAD ASSET MANAGEMENT INC113,698$7.9M0.61%+5,57313F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…112,685$7.84M6.62%13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC112,076$7.79M2.42%+7,44413F-HRTimeline
NESTEGG ADVISORS, INC.110,747$7.69M6.57%+6,89813F-HRTimeline
Harvest Investment Services, LLC108,716$7.55M1.42%+41,43213F-HRTimeline
Ausdal Financial Partners, Inc.106,485$7.4M0.34%+5,76013F-HRTimeline
J.W. COLE ADVISORS, INC.105,998$7.33M0.18%+14,61513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…105,233$7.31M0.5%+2,62713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…104,921$7.29M1.22%+3,08113F-HRTimeline
MGO ONE SEVEN LLC104,283$7.24M0.15%+60,78513F-HRTimeline
HFG Advisors, Inc.103,436$7.19M5.21%+2,78713F-HRTimeline
LeClair Wealth Partners LLC103,273$7.17M4.16%-35713F-HRTimeline
Envision Financial LLC103,256$7.17M3.79%+22,58113F-HRTimeline
AE Wealth Management LLC101,454$7.05M0.04%+8,04313F-HRTimeline
CLG LLC100,622$6.99M1.74%-22,02513F-HRTimeline
Certified Advisory Corp100,182$6.96M0.63%+12,27813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC99,292$6.9M0.03%new13F-HRTimelineGroup
Accel Wealth Management98,304$6.83M1.87%+10,02013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC94,154$6.54M0.12%+21,31913F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management92,561$6.43M0.22%+81713F-HRTimelineGroup
Trivium Point Advisory, LLC91,115$6.33M0.64%-2,77913F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC90,359$6.28M4.47%-78513F-HRTimeline
ARVEST INVESTMENTS, INC.89,965$6.25M0.88%+6,47813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…89,550$6.22M0.12%+21,91313F-HRTimelineGroup
Rockport Wealth LLC86,393$6M1.17%-13,58613F-HRTimeline
Mutual Advisors, LLC85,999$5.97M0.13%+13,23713F-HRTimeline
OneDigital Investment Advisors LLC85,208$5.92M0.06%-5,15613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC84,305$5.86M0.47%+22,30313F-HRTimeline