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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

572 managers (581 13F filers) reported a position in SDVY shares at 2026-06-30, 210,778,073 shares in all. 49 filers opened a position and 38 filers sold out during the quarter.

Managers
572
13F filers
581
New
49
Added
306
Reduced
161
Sold out
38
Shares held by filers
210,778,073

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
Goldenstone Wealth Management LLC73,232$3.16M2.07%-2,65213F-HRTimeline
Arcadia Wealth Management, Inc.73,020$3.15M1.5%+1,65813F-HRTimeline
Stone Wealth Partners72,506$3.13M2.29%+35013F-HRTimeline
Waverly Advisors, LLC72,462$3.13M0.02%+1,72713F-HRTimeline
Atlas Wealth LLC72,461$3.13M0.45%-213F-HRTimeline
Xcelsior Advisor Partners LLC71,643$3.09M0.41%new13F-HRTimeline
Darwin Wealth Management, LLC71,493$3.08M0.84%-1,77713F-HRTimeline
OneDigital Investment Advisors LLC70,026$3.02M0.03%+11,49813F-HRTimeline
Formidable Asset Management, LLC75,368$2.97M0.47%-2,30013F-HRTimeline
OakTrust Wealth Advisors, LLC68,503$2.96M2.55%+95413F-HRTimeline
Accel Wealth Management68,241$2.94M0.66%+7,01613F-HRTimeline
Fairway Financial, LLC67,121$2.9M1.98%+93413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…66,610$2.87M0.07%+27,45713F-HRTimelineGroup
Total Clarity Wealth Management, Inc.66,497$2.87M0.56%+55,88313F-HRTimeline
Ipsen Advisor Group LLC65,909$2.84M1.83%+67513F-HRTimeline
CALTON & ASSOCIATES, INC.65,600$2.83M0.41%-6,39313F-HRTimeline
Harvest Investment Services, LLC65,317$2.82M0.44%+4,70713F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…68,631$2.76M2.07%+4,39513F-HRTimeline
Inscription Capital, LLC62,784$2.71M0.24%+4,28713F-HRTimeline
Jacobi Capital Management LLC62,774$2.71M0.13%+7,29313F-HRTimeline
Trivium Point Advisory, LLC62,466$2.69M0.24%+41,30713F-HRTimeline
Junk Investment Group, LLC61,971$2.67M1.18%-1,01013F-HRTimeline
Symphony Financial, Ltd. Co.61,688$2.65M0.29%+14,24913F-HRTimeline
Stegent Equity Advisors, Inc.61,388$2.65M1.9%+6,73513F-HRTimeline
Ergawealth Advisors, Inc.61,380$2.65M1.03%-8013F-HRTimeline
Spartan Wealth Advisory Services LLC60,284$2.6M0.21%+4,32513F-HRTimeline
Stonebridge Financial Planning Group, L…60,154$2.6M0.83%+1,49213F-HRTimeline
Keel Point, LLC59,774$2.58M0.15%+4,38113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV59,737$2.58M0.12%+2,83313F-HRTimeline
Beacon Financial Advisory LLC59,391$2.56M0.5%+15,42313F-HRTimeline
Ethos Financial Group, LLC58,153$2.54M0.17%+7,54913F-HRTimeline
Cherry Creek Investment Advisors, Inc.57,940$2.5M0.98%-1,19613F-HRTimeline
Arkos Global Advisors56,537$2.44M0.29%+2,39313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp56,482$2.44M<0.01%+9,17613F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC56,456$2.44M0.09%+2,65513F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC56,189$2.43M0.3%13F-HRTimeline
Hilton Head Capital Partners, LLC55,524$2.4M1.21%+3,76413F-HRTimeline
Savvy Advisors, Inc.54,570$2.35M0.05%+42,80513F-HRTimeline
Medallion Wealth Advisors, LLC54,059$2.33M0.74%+42113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…53,731$2.32M0.14%+6,77413F-HRTimeline
Commonwealth Financial Services, LLC52,664$2.27M0.31%+2,27413F-HRTimeline
Merit Financial Group, LLC52,464$2.26M0.01%+88013F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.51,740$2.23M0.07%+1,25913F-HRTimeline
LeClair Wealth Partners LLC51,705$2.23M1.16%new13F-HRTimeline
Triad Wealth Partners, LLC49,194$2.18M0.13%new13F-HRTimeline
Bolthouse Investments, LLC50,397$2.17M1.76%+2,97613F-HRTimeline
WPG Advisers, LLC50,241$2.17M1.27%-2,29313F-HRTimeline
Juno Financial Group LLC49,855$2.15M0.76%+71613F-HRTimeline
Purus Wealth Management, LLC48,976$2.11M0.58%-1,74613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC48,951$2.11M0.09%+3,43213F-HRTimeline
Summit Investment Advisory Services, LLC48,725$2.1M0.53%+74613F-HRTimeline
AdvisorNet Financial, Inc48,318$2.08M0.1%+7,04413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP48,200$2.08M<0.01%-31,40013F-HRTimelineGroup
WCG Wealth Advisors LLC46,618$2.01M0.05%+10,75113F-HRTimeline
Grantvest Financial Group LLC46,415$2M1.16%+1,55213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC46,379$2M<0.01%+1,32113F-HRTimelineGroup
Anderson Financial Strategies, LLC45,386$2M1.04%+68313F-HRTimeline
IFG Advisory, LLC46,061$1.99M0.07%new13F-HRTimeline
Financial Management, Inc.45,253$1.95M1.6%+91513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP45,002$1.94M0.09%+4,19213F-HRTimeline
Concentrum Wealth Management44,716$1.93M0.46%+2,08413F-HRTimeline
Cornerstone Wealth Management, LLC44,654$1.93M0.08%+1,28513F-HRTimeline
WEDBUSH SECURITIES INC44,551$1.92M0.05%-29,01413F-HRTimeline
Koshinski Asset Management, Inc.44,515$1.92M0.1%+1,13913F-HRTimeline
Walkner Condon Financial Advisors LLC44,195$1.91M0.22%+61013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,293$1.87M<0.01%-6,47213F-HRTimelineGroup
Vise Technologies, Inc.43,226$1.86M0.02%+23,75013F-HRTimeline
PKS Advisory Services, LLC42,909$1.85M0.3%-2,56713F-HRTimeline
Convergence Financial, LLC42,718$1.84M0.15%+21,80013F-HRTimeline
Geneos Wealth Management Inc.41,570$1.79M0.04%+6,42913F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC41,554$1.79M0.74%-1,22313F-HRTimeline
CITY HOLDING CO41,191$1.78M0.2%+2,03013F-HRTimeline
Everest Financial Group LLC40,550$1.75M0.24%+2,40013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding40,503$1.75MnewTimeline
Betterment LLC39,358$1.7M<0.01%+1,99713F-HRTimeline
AE Wealth Management LLC39,348$1.7M0.01%+5,02913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO39,253$1.69M0.14%+1,92113F-HRTimeline
Advyzon Investment Management, LLC38,499$1.66M0.12%+6,51813F-HRTimeline
Ballew Advisors, Inc38,467$1.66M0.86%+2,12813F-HRTimeline
NI ACQUISITIONS COMPANY, LLC2,204$1.65M0.7%13F-HRTimeline
Goodman Financial Corp38,044$1.64M0.25%+22,28313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…37,926$1.64M0.25%+1,68013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…37,433$1.61M0.05%+1,09513F-HRTimelineGroup
Traction Financial Partners, LLC37,366$1.61M0.86%-23113F-HRTimeline
Arista Wealth Management, LLC37,284$1.61M0.17%-1,82213F-HRTimeline
Huntleigh Advisors, Inc.36,649$1.58M0.22%+1,59613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC36,495$1.57M0.04%+1,43113F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC36,449$1.57M0.88%013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC36,180$1.56M0.8%-1,29913F-HRTimeline
FMR LLCin group FMR LLC36,150$1.56M<0.01%+11,34113F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC36,090$1.56M0.35%+40513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV36,087$1.56M<0.01%-26,76313F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.36,005$1.55M0.13%-5,20213F-HRTimelineGroup
Vantus Wealth LLC35,978$1.55M0.83%13F-HRTimeline
BlueChip Wealth Advisors LLC35,859$1.55M0.59%013F-HRTimeline
Wagner Wealth Management, Corp35,770$1.54M1.25%+5,34413F-HRTimeline
Barry Investment Advisors, LLC35,678$1.54M0.32%+9,96313F-HRTimeline
Blom & Howell Financial Planning, Inc.34,416$1.48M1.24%+3,32413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC34,405$1.48M0.45%-1,64713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC33,997$1.47M0.06%-22613F-HRTimeline
Silver Grove Financial Group, Inc.33,064$1.43M0.77%+39713F-HRTimeline
Cornerstone Wealth, LLC/TN32,757$1.41M0.71%+83813F-HRTimeline
Belpointe Asset Management LLC32,585$1.41M0.05%-71013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,378$1.4M0.03%+2,21013F-HRTimelineGroup
Ausdal Financial Partners, Inc.32,371$1.4M0.05%-1,26013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …32,363$1.4M0.07%+4213F-HRTimelineGroup
Balefire, LLC31,533$1.36M0.22%+17,35913F-HRTimeline
Clear Creek Financial Management, LLC31,058$1.34M0.09%-3,89613F-HRTimeline
FLOW TRADERS U.S. LLC30,524$1.32M0.05%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.29,589$1.28M0.37%+1,97813F-HRTimeline
Farther Finance Advisors, LLC29,415$1.27M0.01%-10,33813F-HRTimeline
Kovack Advisors, Inc.29,391$1.27M0.06%-32513F-HRTimeline
Rothschild Wealth LLC29,219$1.26M0.1%+16,71013F-HRTimeline
tru Independence LLC28,915$1.25M0.55%-22213F-HRTimeline
SFG Wealth Management, LLC.28,871$1.25M0.45%+2,07613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC28,810$1.24M0.76%+7313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,798$1.24M0.06%-29913F-HRTimeline
SMITH, MOORE & CO.28,329$1.22M0.08%+3,94713F-HRTimeline
Americana Partners, LLC27,885$1.2M0.03%+13,02013F-HRTimeline
Ellsworth Advisors, LLC27,654$1.19M0.2%+42413F-HRTimeline
Snowden Capital Advisors LLC27,423$1.18M0.03%-1,05113F-HRTimeline
Orion Porfolio Solutions, LLC26,915$1.16M0.01%-12,74813F-HRTimeline
Avidian Wealth Enterprises, LLC26,492$1.14M0.03%-82213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,462$1.14M<0.01%013F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC26,358$1.14M1.11%-15013F-HRTimeline
Horizon Advisory Services, Inc.26,298$1.13M0.48%-1813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…25,950$1.12M0.02%+2,42513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…25,240$1.09M<0.01%+1,94113F-HRTimeline
N.E.W. Advisory Services LLC25,142$1.08M0.07%-45113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC24,990$1.08M0.34%+2,76813F-HRTimeline
INVESTMENT PARTNERS, LTD.24,366$1.05M0.33%+23713F-HRTimeline
Pitti Group Wealth Management, LLC24,220$1.04M0.76%+5,09213F-HRTimeline
PRIVATE TRUST CO NA24,191$1.04M0.08%-8,17113F-HRTimeline
HighPoint Advisor Group LLC24,160$1.04M0.04%+9013F-HRTimeline
J. Derek Lewis & Associates Inc.24,138$1.04M0.2%+2313F-HRTimeline
Fearless Solutions, LLC dba Best Invest24,091$1.04M0.55%+76513F-HRTimeline
Keating Financial Advisory Services, In…23,846$1.03M0.14%+4413F-HRTimeline
Parallel Advisors, LLC23,694$1.02M0.02%+1,90213F-HRTimeline
Triton Wealth Management, PLLC23,960$1.02M0.31%+15513F-HRTimeline
Mariner, LLCin group Mariner, LLC22,801$984K<0.01%-187,20013F-HRTimelineGroup
Avior Wealth Management, LLC22,543$973K0.03%+2513F-HRTimeline
Cottage Street Advisors LLC21,876$944K0.36%+1,10613F-HRTimeline
Keystone Financial Group21,458$926K0.05%+12613F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC21,424$924K0.69%+1213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,203$915K<0.01%-6,56113F-HRTimeline
Stiles Financial Services Inc21,123$911K0.23%+14113F-HRTimeline
Strategic Blueprint, LLC20,902$902K0.05%+1,06913F-HRTimeline
ROTHSCHILD INVESTMENT LLC20,725$894K0.03%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…20,548$886K0.27%+1,24113F-HRTimelineGroup
Root Financial Partners, LLC20,205$872K0.03%-5,40313F-HRTimeline
Keystone Financial Services, LLC20,195$871K0.52%+3913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd20,191$871K0.01%new13F-HRTimelineGroup
Centennial Wealth Advisory LLC20,144$869K0.19%-7,92213F-HRTimeline
Elevated Capital Advisors, LLC20,042$865K0.24%+3313F-HRTimeline
ADVISORTRUST PARTNERS, LLC19,925$860K0.29%+1,77413F-HRTimeline
Entruity Wealth, LLC19,678$849K0.55%-40,09213F-HRTimeline
Independent Wealth Network Inc.19,642$847K0.22%+1,34413F-HRTimeline
Platform Technology Partners19,547$843K0.14%+3,06513F-HRTimeline
Frederick Financial Consultants, LLC19,254$831K0.35%+48513F-HRTimeline
MANCHESTER FINANCIAL INC19,104$824K0.15%-53413F-HRTimeline
Kaydan Wealth Management, Inc.19,014$820K0.25%+1,62313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO18,870$814K<0.01%013F-HRTimelineGroup
REICON WEALTH ADVISORS, LLC18,587$802K0.5%+1,50013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…18,529$799K0.29%+50513F-HRTimeline
Altus Wealth Group LLC18,309$790K0.29%-14,18013F-HRTimeline
Strategic Financial Concepts, LLC18,148$783K0.23%-4,45513F-HRTimeline
Clear Point Advisors Inc.18,121$782K0.69%+213F-HRTimeline
Kinetic Wealth Investment Advisors LLC17,340$748K0.35%13F-HRTimeline
IFP Advisors, Inc16,772$724K0.01%+34413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC16,646$718K0.12%-2,17713F-HRTimeline
Per Stirling Capital Management, LLC.16,592$716K0.07%+513F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC16,297$703K0.24%013F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.16,133$696K0.07%-9,40413F-HRTimeline
Comprehensive Financial Planning, Inc./…16,080$694K0.37%+1,69813F-HRTimeline
Global Assets Advisory, LLC15,958$693K0.15%new13F-HRTimeline
Cresset Asset Management, LLC16,031$692K<0.01%-31013F-HRTimeline
Modern Wealth Management, LLC15,820$682K0.01%-4,04813F-HRTimeline
WORLD EQUITY GROUP, INC.15,715$678K0.15%+1,48713F-HRTimeline
Johnson Financial Group, LLC15,705$678K0.04%+32913F-HRTimeline
Lighthouse Wealth Management Inc.15,497$669K0.42%-5,07913F-HRTimeline
Krilogy Financial LLC15,450$667K0.02%-11713F-HRTimeline
Premier Private Wealth Management LLC15,313$661K0.58%+1,14013F-HRTimeline
Sovran Advisors, LLC14,957$653K0.05%-1,09113F-HRTimeline
LANARK FINANCIAL, INC.15,035$649K0.04%+3313F-HRTimeline
Financial Partners Group, Inc14,890$642K0.07%+1,58713F-HRTimeline
Perigon Wealth Management, LLC14,685$634K0.01%-1,10513F-HRTimeline
Davis Investment Partners, LLC14,583$629K0.19%+113F-HRTimeline
Cedrus Wealth Group LLC14,377$620K0.54%-67313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14,266$615K0.43%-613F-HRTimeline
BARRETT & COMPANY, INC.14,225$614K0.17%+30213F-HRTimeline
Directional Asset Management14,064$607K0.58%-1,86713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC13,870$598K0.33%+19913F-HRTimeline
Summit Wealth Partners, LLC13,794$595K0.08%-39513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC13,647$589K0.03%-36713F-HRTimeline
Insight Inv LLC13,645$589K0.28%013F-HRTimeline
TD Waterhouse Canada Inc.13,532$584K<0.01%-17813F-HRTimeline
IFS Group,LLC13,497$582K0.8%+1,62613F-HRTimeline
Objective Capital Management, LLC13,260$572K0.51%+1113F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.13,200$569K0.16%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS13,049$563K0.06%new13F-HRTimeline