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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

569 managers (578 13F filers) reported a position in SDVY shares at 2026-06-30, 209,956,122 shares in all. 48 filers opened a position and 37 filers sold out during the quarter.

Managers
569
13F filers
578
New
48
Added
307
Reduced
159
Sold out
37
Shares held by filers
209,956,122

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 LLC26,039,851$1.12B0.25%+1,168,99913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18,464,593$797M0.04%-119,39813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,391,137$664M0.18%+66,17013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,258,924$572M0.1%+635,31513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,941,792$429M0.03%+478,20713F-HRTimelineGroup
Cetera Investment Advisers8,255,130$356M0.32%+311,76813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,772,006$292M0.05%+101,09513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,714,664$290M+424,529Timeline
Capital Investment Advisors, LLC4,730,785$204M2.69%+155,69913F-HRTimeline
HARBOUR INVESTMENTS, INC.4,017,829$173M2.33%+187,43813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,948,162$170M0.14%+2,73313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,647,508$157M0.2%+192,18013F-HRTimeline
PARK NATIONAL CORP /OH/3,530,538$152M4.27%+58,49713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,378,881$146M-381,151Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,223,089$139M0.16%+410,02813F-HRTimelineGroup
HighTower Advisors, LLC3,164,660$137M0.13%+190,70013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,753,513$119M0.14%+99,71513F-HRTimelineGroup
LVZ, Inc.2,704,072$117M11.85%+29,77613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,573,813$111M0.06%+75,10313F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,478,481$107M0.24%-119,30213F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,990,883$85.9M+31,938Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,839,434$79.2M0.03%+333,90813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,792,212$77.3M0.2%+311,65413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,760,339$75.9M0.1%+71,06313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,683,398$72.6M0.15%+315,34613F-HRTimeline
Southern Financial Group, LLC1,308,434$56.4M14.41%+4,93213F-HRTimeline
Private Advisor Group, LLC1,282,902$55.3M0.25%-162,05813F-HRTimeline
NewEdge Advisors, LLC1,197,586$51.7M0.15%+265,18813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,164,454$50.2M0.08%-117,74013F-HRTimelineGroup
Janney Montgomery Scott LLC944,146$40.7M0.08%+32,46613F-HRTimeline
MGO ONE SEVEN LLC897,391$38.7M0.64%+817,25313F-HRTimeline
JSF Financial, LLC886,168$38.2M6.16%-5,46313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…870,714$37.2M0.06%+299,70313F-HRTimeline
D.A. DAVIDSON & CO.850,035$36.7M0.2%+113,06213F-HRTimeline
Integrated Wealth Concepts LLC838,033$36.2M0.18%+184,60213F-HRTimeline
Western Wealth Management, LLC837,131$36.1M1.18%-12,04713F-HRTimeline
Prospera Financial Services Inc796,153$34.4M0.5%-56,35913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD690,450$29.8M1.33%+5,24313F-HRTimeline
Decker Wealth Management LLC650,826$28.1M5.97%+22,14113F-HRTimeline
Csenge Advisory Group650,365$28.1M1.14%+467,13013F-HRTimeline
Private Wealth Asset Management, LLC639,969$27.7M2.67%+129,37913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP634,332$27.3M0.02%+98,65213F-HRTimelineGroup
Blue Chip Partners, LLC623,257$26.9M1.7%+15,70613F-HRTimeline
Sanctuary Advisors, LLC611,352$26.4M0.12%+23,38613F-HRTimeline
Aptus Capital Advisors, LLC600,056$25.9M0.19%+21,46713F-HRTimeline
Trilogy Capital Inc.583,903$25.2M0.98%+21,25313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC571,663$24.7M1.4%+24,31113F-HRTimeline
Summit Financial, LLC543,993$23.5M0.26%+11,13113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.539,195$23.3M0.14%+2,19313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding516,420$22.3M+20,972Timeline
Wagner Wealth Management, LLC501,563$21.6M4%+12,89813F-HRTimeline
Crumly & Associates Inc.468,829$20.2M3.87%+35,32213F-HRTimeline
Sanchez Wealth Management Group466,604$20.1M3.53%+14,87913F-HRTimeline
&PARTNERS459,054$19.8M0.08%+24,44613F-HRTimeline
Focus Financial Network, Inc.442,090$19.1M0.59%+26,97613F-HRTimeline
Advantage Trust Co439,357$19M6.67%-4,14313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding436,942$18.8M+15,607Timeline
Arkadios Wealth Advisors435,309$18.8M0.29%-426,41913F-HRTimeline
DAGCO, INC.428,281$18.5M3.41%+15,09813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC418,522$18.1M0.34%+43213F-HRTimeline
Solano Wealth Investment Advisors LLC416,944$18M8.19%-8,16313F-HRTimeline
Pine Valley Investments Ltd Liability Co404,553$17.5M0.74%+18,34213F-HRTimeline
B & T Capital Management DBA Alpha Capi…364,252$15.7M2.06%+1,21913F-HRTimeline
Randall & Associates Wealth Management354,958$15.3M9.47%+73,28413F-HRTimeline
Steward Partners Investment Advisory, L…346,846$15M0.08%-174,69213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC333,482$14.4M2.39%+40,22613F-HRTimeline
J.W. COLE ADVISORS, INC.332,601$14.3M0.25%-1,31913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …323,604$14M0.26%+4,87213F-HRTimelineGroup
Sigma Planning Corp318,247$13.7M0.35%+17,54913F-HRTimeline
Foundations Investment Advisors, LLC315,054$13.6M0.14%+21,14813F-HRTimeline
Procyon Advisors, LLC313,162$13.5M0.58%+21,75713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC312,080$13.5M0.21%+14,97313F-HRTimeline
PINNACLE ASSOCIATES LTD306,445$13.2M0.14%+26,66513F-HRTimeline
Aft, Forsyth & Sober, LLC329,600$13M4.06%013F-HRTimeline
Arax Advisory Partners299,996$12.9M0.09%+62,45013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC298,897$12.9M0.12%+34,29513F-HRTimelineGroup
S Harris Financial Group, LLC294,596$12.7M9.85%+10,17613F-HRTimeline
TrueWealth Advisors, LLC277,141$12M2.7%+10,50413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\277,064$12M0.01%+19,37013F-HRTimelineGroup
Golden State Wealth Management, LLC270,892$11.7M1.07%-26,16613F-HRTimeline
RFG Advisory, LLC265,289$11.4M0.18%-35,00413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC257,778$11.1M0.21%-782,08413F-HRTimeline
Vestmark Advisory Solutions, Inc.252,468$10.9M0.1%-777,48313F-HRTimeline
Hobart Private Capital, LLC252,038$10.9M1.87%+7,77413F-HRTimeline
PSI Advisors, LLC251,602$10.9M2.52%-7,15113F-HRTimeline
Atria Investments, Inc241,287$10.4M0.1%+50013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …237,709$10.3M0.11%+14,82913F-HRTimelineGroup
MCF Advisors LLC224,900$9.7M0.35%new13F-HRTimeline
Richmond Investment Services, LLC220,506$9.51M3.01%-194,18613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.220,121$9.5M0.15%+8,34413F-HRTimeline
ARVEST INVESTMENTS, INC.220,001$9.49M1.15%+22,15413F-HRTimeline
LCW Services, LLC217,064$9.36M4.08%+11,98013F-HRTimeline
First Heartland Consultants, Inc.216,902$9.36M0.61%+10,28713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC216,768$9.35M0.11%+17,78513F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV214,270$9.24M0.44%-10,72713F-HRTimeline
Baron Wealth Management LLC213,371$9.2M2.39%+25,44013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…212,206$9.15M0.55%+18,76913F-HRTimeline
Certified Advisory Corp211,593$9.13M0.74%-3,78113F-HRTimeline
Southland Equity Partners LLC205,509$8.87M1.55%+60713F-HRTimeline
VestGen Advisors, LLC205,101$8.85M0.26%+4,44913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…199,688$8.61M0.28%-2,34613F-HRTimelineGroup
Capital Investment Counsel, LLC196,298$8.47M1.05%-74513F-HRTimeline
Creative Planningin group Creative Planning193,468$8.35M<0.01%+184,02313F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC192,840$8.32M0.2%-7,03013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO190,632$8.19M<0.01%+52,96613F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …187,801$8.1M0.06%+4,18313F-HRTimelineGroup
BRIGHT FINANCIAL ADVISORS, INC.183,315$7.91M3.31%+1,08713F-HRTimeline
Uniting Wealth Partners, LLC181,157$7.82M1.59%-2,22413F-HRTimeline
Triumph Capital Management180,465$7.79M1.41%-26,00913F-HRTimeline
Gateway Wealth Partners, LLC179,511$7.74M0.46%-171,53513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding178,216$7.69M+144,651Timeline
Ameliora Wealth Management Ltd.177,466$7.66M2.27%+2,07213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC176,353$7.61M6.09%+3,25913F-HRTimeline
Fairvoy Private Wealth, LLC175,576$7.57M1.53%+34,42613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC175,315$7.56M<0.01%+134,08713F-HRTimelineGroup
Qube Research & Technologies Ltd171,304$7.39M0.01%-32,35913F-HRTimeline
IHT Wealth Management, LLC171,163$7.38M0.16%-12,28413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.170,393$7.35M0.05%+86,87413F-HRTimelineGroup
Chris Bulman Inc169,980$7.33M2.68%+31,28813F-HRTimeline
KPP Advisory Services LLC169,797$7.33M0.93%+1,21913F-HRTimeline
Rehmann Capital Advisory Group169,145$7.29M0.33%+10,19913F-HRTimeline
Simplicity Wealth,LLC168,894$7.29M0.25%+24,78613F-HRTimeline
Gaddis Premier Wealth Advisors LLC163,435$7.05M4.3%+11,40213F-HRTimeline
PMG Wealth Management, Inc.160,196$6.91M4.27%+89,88013F-HRTimeline
MAI Capital Management159,207$6.87M0.03%-1,86713F-HRTimeline
Ashton Thomas Private Wealth, LLC158,489$6.84M0.14%+4,76313F-HRTimeline
Key Client Fiduciary Advisors, LLC158,158$6.82M1.99%-3,02913F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…157,539$6.8M4.57%+6,56613F-HRTimeline
Aprio Wealth Management, LLC157,355$6.79M0.34%-3,41813F-HRTimeline
Performance Wealth Partners, LLC157,156$6.78M0.17%new13F-HRTimeline
Bravera Wealth156,888$6.77M2.6%+12,29413F-HRTimeline
Econ Financial Services Corp155,021$6.69M3.12%-86,28113F-HRTimeline
Stonebridge Financial Group, LLC/CA151,667$6.54M0.91%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…149,592$6.45M0.06%+2,14413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC148,013$6.39M<0.01%+98,01313F-HRTimelineGroup
IMG Wealth Management, Inc.145,117$6.26M3.49%+5,38513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.145,070$6.26M1.76%+35,35313F-HRTimeline
Mach-1 Financial Group, LLC143,864$6.21M2.4%-72913F-HRTimeline
Provident Wealth Management, LLC141,372$6.1M1.57%+1,02713F-HRTimeline
Spectrum Wealth Advisory Group, LLC139,316$6.01M1.71%+37,38913F-HRTimeline
Owen LaRue, LLC138,554$5.98M2.08%-26,08813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management136,217$5.88M0.06%+24,98213F-HRTimelineGroup
Oxford Wealth Group, LLC134,417$5.8M2.59%+26,49513F-HRTimeline
Dynamic Advisor Solutions LLC132,336$5.71M0.16%+13,98013F-HRTimeline
CX Institutional130,347$5.62M0.16%+2,53513F-HRTimeline
Gerald Baker Financial Group LLC130,152$5.61M1.6%+7,13613F-HRTimeline
Visionary Wealth Advisors129,935$5.61M0.22%-69,81213F-HRTimeline
Main Street Financial Solutions, LLC127,084$5.48M0.35%+12,79413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.123,802$5.34M0.22%-130,39113F-HRTimelineGroup
Regal Investment Advisors LLC123,381$5.32M0.28%+23,32613F-HRTimeline
Kingsview Wealth Management, LLC122,499$5.28M0.06%+12,83613F-HRTimeline
Meridian Wealth Management, LLC118,278$5.1M0.16%-1,62613F-HRTimeline
Mutual Advisors, LLC117,804$5.08M0.1%+31,41213F-HRTimeline
JPL Wealth Management, LLC117,747$5.08M1.01%-3,79513F-HRTimeline
Catalyst Investment Management LLC115,902$5M4.54%+15,25613F-HRTimeline
Gladstone Institutional Advisory LLC111,947$4.83M0.15%-93013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC111,256$4.8M0.32%+5,04713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding111,206$4.8M+1,236Timeline
COZAD ASSET MANAGEMENT INC110,893$4.78M0.31%+2,11213F-HRTimeline
Global Retirement Partners, LLC109,787$4.74M0.07%13F-HRTimeline
Virtus Family Office LLC108,889$4.7M3.71%+97113F-HRTimeline
Proactive Wealth Strategies LLC108,364$4.67M0.75%-2,05413F-HRTimeline
Boyer Financial Services, Inc.107,638$4.65M3.92%+10,68713F-HRTimeline
Griffith & Werner, Inc.105,909$4.57M2.14%+19,21513F-HRTimeline
Continuum Advisory, LLC105,223$4.54M0.37%+3,78713F-HRTimeline
Wisconsin Wealth Advisors, LLC102,662$4.43M3.8%-40713F-HRTimeline
Sound Portfolio Advisors, LLC101,013$4.36M3.09%+4,93813F-HRTimeline
Y-Intercept (Hong Kong) Ltd100,961$4.36M0.09%new13F-HRTimeline
Trueblood Wealth Management, LLC97,335$4.2M1.47%+1,95413F-HRTimeline
Forefront Wealth Partners, LLC96,676$4.17M1.29%+7,70813F-HRTimeline
IFC & Insurance Marketing, Inc.95,140$4.1M3.61%+6,74613F-HRTimeline
Prostatis Group LLC95,108$4.1M0.96%+4,74413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC94,754$4.09M1.15%+8,40813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC94,501$4.08M0.05%-6,64813F-HRTimelineGroup
Maia Wealth LLC89,978$3.88M0.57%-8,41613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…89,864$3.88M0.04%-1,29613F-HRTimelineGroup
United Advisor Group, LLC89,124$3.84M0.41%+7,85613F-HRTimeline
LM Advisors LLC88,429$3.81M0.44%+84,94713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC87,714$3.78M1.73%-67413F-HRTimeline
Capital Advantage, Inc.86,871$3.75M0.46%+5,09913F-HRTimeline
Prairie Wealth Advisors, Inc.0$3.73M0.89%new13F-HRTimelineAmount filed as zero, left out of ratios.
SILVER OAK SECURITIES, INCORPORATED85,948$3.71M0.23%+9,69213F-HRTimeline
CARLSON FINANCIAL, INC.85,441$3.69M1.88%-25113F-HRTimeline
Maridea Wealth Management LLC85,270$3.68M0.4%+4,29513F-HRTimeline
DAVENPORT & Co LLC85,088$3.67M0.02%+12513F-HRTimeline
Mason & Associates Inc83,523$3.6M0.58%+1,84613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers82,439$3.56M<0.01%+24,20113F-HRTimelineGroup
Marshall Financial Group, LLC82,305$3.55M0.52%+2,70213F-HRTimeline
VALLEY NATIONAL ADVISERS INC81,775$3.53M0.39%+1,93713F-HRTimeline
BAM Wealth Management, LLC81,659$3.52M2.2%+26,21013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV79,303$3.42M1.79%+3,87713F-HRTimeline
AssuredPartners Investment Advisors, LLC79,197$3.42M0.33%+35,94213F-HRTimeline
Capital Investment Advisory Services, L…78,767$3.4M0.21%+5,34113F-HRTimeline
Moors & Cabot, Inc.77,885$3.36M0.13%+1,83113F-HRTimeline
HBW ADVISORY SERVICES LLC77,849$3.36M0.3%+13,47813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management76,782$3.31M0.1%-29413F-HRTimelineGroup
PCG Wealth Advisors, LLC76,659$3.31M0.74%-7,88213F-HRTimeline
Bluespring Wealth Management, LLC75,097$3.24M0.06%new13F-HRTimeline
RiverTree Advisors, LLC73,526$3.17M1.87%+1,34813F-HRTimeline
Goldenstone Wealth Management LLC73,232$3.16M2.07%-2,65213F-HRTimeline