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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

498 managers (504 13F filers) reported a position in SDVY shares at 2024-12-31, 165,371,027 shares in all. 82 filers opened a position and 26 filers sold out during the quarter.

Managers
498
13F filers
504
New
82
Added
265
Reduced
75
Sold out
26
Shares held by filers
165,371,027

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Laidlaw Wealth Management LLC53,485$1.92M0.84%+10,50513F-HRTimeline
SCOTIA CAPITAL INC.52,883$1.9M0.01%+32,00413F-HRTimeline
Huntleigh Advisors, Inc.52,468$1.88M0.4%13F-HRTimeline
PCG Wealth Advisors, LLC52,265$1.87M0.69%+3,36813F-HRTimeline
Keel Point, LLC52,120$1.87M0.15%+4,62313F-HRTimeline
Purus Wealth Management, LLC51,567$1.85M0.73%+2,49713F-HRTimeline
CWM, LLCin group CWM, LLC50,845$1.82M0.01%+42,44113F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC50,406$1.81M1.32%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,361$1.81M<0.01%-102,82413F-HRTimelineGroup
Stonebridge Financial Planning Group, L…49,932$1.79M0.8%+11,87113F-HRTimeline
Team Financial Group, LLC49,485$1.77M1.02%-9,75213F-HRTimeline
AE Wealth Management LLC48,564$1.74M0.01%+3,91013F-HRTimeline
Ipsen Advisor Group LLC48,498$1.74M1.49%13F-HRTimeline
Koshinski Asset Management, Inc.48,071$1.72M0.15%+66813F-HRTimeline
MAI Capital Management48,053$1.72M0.01%-3,29113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…46,968$1.68M0.14%new13F-HRTimeline
Fairway Financial, LLC45,253$1.62M1.48%13F-HRTimeline
Anderson Financial Strategies, LLC43,753$1.57M0.95%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,695$1.57M0.05%-4,19813F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd43,486$1.56M0.03%new13F-HRTimelineGroup
United Advisor Group, LLC43,395$1.56M0.31%+9,64713F-HRTimeline
Legacy Capital Group California, Inc.43,388$1.56M0.47%-1,83713F-HRTimeline
&PARTNERS41,923$1.52M0.02%+19,01513F-HRTimeline
Marshall Financial Group, LLC42,246$1.51M0.37%+18713F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC41,172$1.5M0.88%13F-HRTimeline
Capital Advantage, Inc.41,358$1.48M0.27%+5,24413F-HRTimeline
U.S. Capital Wealth Advisors, LLC41,061$1.47M0.05%+29,22813F-HRTimeline
Walkner Condon Financial Advisors LLC41,036$1.47M0.3%+10,67113F-HRTimeline
OneDigital Investment Advisors LLC40,714$1.46M0.02%+9,70213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management40,673$1.46M0.02%+17,24913F-HRTimelineGroup
Virtus Family Office LLC40,577$1.45M1.82%new13F-HRTimeline
Grantvest Financial Group LLC40,416$1.45M1.62%13F-HRTimeline
PRIVATE TRUST CO NA40,333$1.45M0.15%+4,81513F-HRTimeline
Cresset Asset Management, LLC39,649$1.42M0.01%+2,20413F-HRTimeline
Root Financial Partners, LLC39,297$1.41M0.17%-2,93013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.39,224$1.41M0.09%+10913F-HRTimelineGroup
Medallion Wealth Advisors, LLC38,655$1.37M0.68%13F-HRTimeline
B. Riley Wealth Advisors, Inc.37,728$1.35M0.04%+5,83713F-HRTimeline
PKS Advisory Services, LLC37,675$1.35M0.34%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…37,526$1.35M0.05%-27,31213F-HRTimelineGroup
Cornerstone Wealth Management, LLC37,385$1.34M0.09%+20,74113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding36,774$1.32M+6,662Timeline
MinichMacGregor Wealth Management, LLC36,684$1.32M0.27%-4,37613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD36,298$1.3M0.02%013F-HRTimelineGroup
Tyler-Stone Wealth Management36,274$1.3M0.23%+4,45713F-HRTimeline
CITY HOLDING CO36,003$1.29M0.18%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …35,343$1.27M0.11%new13F-HRTimelineGroup
Arkos Global Advisors35,177$1.26M0.19%+1,40813F-HRTimeline
Altus Wealth Group LLC33,358$1.2M0.53%-24,89513F-HRTimeline
Chris Bulman Inc32,922$1.18M0.75%+17,97813F-HRTimeline
MGO ONE SEVEN LLC32,617$1.17M0.04%+5,31513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC32,504$1.17M0.09%+12,00713F-HRTimeline
KOM Wealth Management Group, LLC32,247$1.16M0.85%+1,25313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC32,076$1.15M0.06%+13,61113F-HRTimeline
Orion Porfolio Solutions, LLC31,280$1.12M0.01%-2,54313F-HRTimeline
Orion Portfolio Solutions, LLC31,280$1.12M0.01%-2,54313F-HRTimeline
WealthPlan Investment Management, LLC31,135$1.12M0.11%new13F-HRTimeline
tru Independence LLC31,039$1.11M0.35%+36213F-HRTimeline
World Investment Advisors30,856$1.11M0.03%+1,65313F-HRTimeline
SLT Holdings LLC30,801$1.1M1.05%13F-HRTimeline
Belpointe Asset Management LLC29,112$1.05M0.06%+81113F-HRTimeline
Arcadia Wealth Management, Inc.29,064$1.04M0.89%13F-HRTimeline
American Institute for Advanced Investm…27,813$997K0.74%new13F-HRTimeline
NewEdge Wealth, LLC27,447$984K0.02%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP26,851$963K0.07%+10013F-HRTimeline
DAVENPORT & Co LLC26,827$962K0.01%+2,27913F-HRTimeline
Whipplewood Advisors, LLC26,526$951K0.54%13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC26,174$938K1.07%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC26,148$937K0.02%+19,96413F-HRTimeline
Beacon Financial Advisory LLC25,899$928K0.3%+10,09113F-HRTimeline
Lighthouse Wealth Management Inc.25,726$922K0.84%13F-HRTimeline
PINNACLE ASSOCIATES LTD25,303$907K0.01%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC25,260$906K0.43%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC24,302$871K0.39%-66513F-HRTimeline
Elevated Capital Advisors, LLC24,167$866K0.24%-15,18713F-HRTimeline
SageOak Financial, LLC24,024$861K0.79%13F-HRTimeline
Horizon Advisory Services, Inc.24,021$861K0.49%-746,76713F-HRTimeline
INVESTMENT PARTNERS, LTD.23,997$860K0.35%+7813F-HRTimeline
Mach-1 Financial Group, LLC23,869$856K1.54%-222,56713F-HRTimeline
Regal Investment Advisors LLC23,850$855K0.06%+9,53113F-HRTimeline
Lion Street Advisors, LLC23,791$853K0.27%+4,09113F-HRTimeline
Davis Investment Partners, LLC23,932$847K0.36%+2,02413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,429$840K0.03%+3,16213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,231$833K0.02%+10,00813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,145$830K<0.01%new13F-HRTimelineGroup
Prosperity Financial Group, Inc.group of 2 filers holding22,938$822K-22,910Timeline
Independent Wealth Network Inc.22,483$806K0.33%+5,51913F-HRTimeline
WINTRUST INVESTMENTS LLC21,854$783K0.69%+3,30313F-HRTimeline
Commonwealth Financial Services, LLC21,681$777K0.15%+2,84813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding21,510$771K+1,975Timeline
Insight Inv LLC21,475$770K0.54%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC21,379$766K0.44%new13F-HRTimeline
Federation des caisses Desjardins du Qu…21,350$765K<0.01%+4,70813F-HRTimeline
LM Advisors LLC21,180$760K0.14%+11,30013F-HR/ATimeline
Snowden Capital Advisors LLC21,162$759K0.02%+2,47413F-HRTimeline
Ballew Advisors, Inc21,062$756K0.48%+4,28113F-HRTimeline
Avior Wealth Management, LLC21,011$753K0.03%+22413F-HRTimeline
SFG Wealth Management, LLC.20,458$733K0.38%-1,39313F-HRTimeline
SMITH, MOORE & CO.20,418$732K0.07%+3,98213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,083$720K0.07%+2,34113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC19,941$715K0.06%+9,27313F-HRTimeline
Main Street Financial Solutions, LLC19,781$709K0.07%+3,97913F-HRTimeline
Econ Financial Services Corp19,613$703K0.4%-4,74413F-HRTimeline
Cottage Street Advisors LLC19,398$695K0.36%+94113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC19,293$692K0.53%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC19,255$690K0.35%+2813F-HRTimelineGroup
Betterment LLC19,197$688K<0.01%+13,56513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,188$688K0.03%+3,53813F-HRTimelineGroup
Collaborative Wealth Managment Inc.19,135$686K0.31%+2,82913F-HRTimeline
TD Waterhouse Canada Inc.18,860$676K0.01%+2,65513F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC18,615$667K0.66%+6,07513F-HRTimeline
Convergence Financial, LLC17,904$642K0.13%-45113F-HRTimeline
Clear Point Advisors Inc.17,902$642K0.55%+613F-HRTimeline
Strategic Financial Concepts, LLC17,780$637K0.12%new13F-HR/ATimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV17,608$631K0.43%13F-HRTimeline
Legacy Capital Wealth Partners, LLC16,185$580K0.14%-23613F-HRTimeline
Keystone Financial Services, LLC15,999$574K0.53%13F-HRTimeline
Chicago Capital, LLC15,389$552K0.01%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC15,209$545K2.27%-2,87313F-HRTimeline
Avidian Wealth Enterprises, LLC15,056$540K0.02%+213F-HRTimeline
Global Assets Advisory, LLC15,048$538K0.3%-86613F-HRTimeline
LRI Investments, LLC15,000$538K0.05%013F-HRTimeline
Modern Wealth Management, LLC14,972$537K0.02%new13F-HR/ATimeline
Claris Financial LLC14,931$535K0.35%13F-HRTimeline
Gateway Wealth Partners, LLC14,801$531K0.14%-4,75013F-HRTimeline
Kovack Advisors, Inc.14,582$523K0.05%+5,76713F-HRTimeline
Stiles Financial Services Inc14,473$519K0.19%+6,67013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…14,400$516K0.05%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.14,385$516K0.2%+5813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC14,204$509K0.11%+7813F-HRTimeline
WCG Wealth Advisors LLC14,114$506K0.03%-9,66613F-HRTimeline
Impact Partnership Wealth, LLC14,004$502K0.1%+1,48713F-HRTimeline
Qube Research & Technologies Ltd13,984$501K<0.01%-23,94713F-HRTimeline
OMNI 360 Wealth, Inc.13,840$496K0.33%+20013F-HR/ATimeline
Fearless Solutions, LLC dba Best Invest13,840$496K0.38%13F-HRTimeline
Grant/GrossMendelsohn, LLC13,835$496K0.26%+3,95613F-HRTimeline
Allworth Financial LP12,950$490K<0.01%+2,87213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC13,511$484K0.04%+3,67813F-HRTimeline
Pitti Group Wealth Management, LLC13,510$484K0.49%+5,60513F-HRTimeline
Advisory Services Network, LLC13,427$481K0.01%-7,70313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,424$481K0.03%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,242$475K<0.01%-78913F-HRTimelineGroup
GeoWealth Management, LLC13,140$471K0.02%-3,58713F-HRTimeline
Old Port Advisors12,822$460K0.13%-4313F-HRTimeline
SeaCrest Wealth Management, LLC12,778$458K0.05%-39813F-HRTimeline
FMR LLCin group FMR LLC12,746$457K<0.01%-1,22313F-HRTimelineGroup
WPG Advisers, LLC12,625$453K0.42%13F-HRTimeline
Objective Capital Management, LLC12,513$449K0.3%+3813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …12,500$448K0.01%new13F-HRTimelineGroup
Concentrum Wealth Management12,443$446K0.16%new13F-HRTimeline
Ellsworth Advisors, LLC12,259$440K0.12%+2,53013F-HRTimeline
Barry Investment Advisors, LLC11,986$430K0.14%+65313F-HRTimeline
BARRETT & COMPANY, INC.11,911$427K0.18%+213F-HRTimeline
Ethos Financial Group, LLC11,816$424K0.06%-2713F-HRTimeline
Geneos Wealth Management Inc.11,502$412K0.01%+4,45613F-HRTimeline
Balboa Wealth Partners11,473$411K0.09%new13F-HRTimeline
Clear Creek Financial Management, LLC11,419$409K0.04%+57413F-HRTimeline
Accel Wealth Management11,404$409K0.16%+2,94013F-HRTimeline
Clark Capital Management Group, Inc.11,259$404K<0.01%+3,23513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC11,047$396K0.28%+1213F-HRTimeline
Total Clarity Wealth Management, Inc.10,986$394K0.13%+5,25013F-HRTimeline
Krilogy Financial LLC10,893$391K0.03%+113F-HRTimeline
Sovran Advisors, LLC10,546$386K0.06%13F-HRTimeline
Quad-Cities Investment Group, LLC10,680$383K0.19%-7413F-HRTimeline
Perigon Wealth Management, LLC10,205$382K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…10,578$379K0.32%13F-HRTimeline
Quantum Private Wealth, LLC10,448$375K0.12%-1,27713F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV9,815$370K0.36%+1,77713F-HRTimeline
JT Stratford LLC10,053$360K0.06%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.9,970$357K0.19%-4,00013F-HRTimeline
Maridea Wealth Management LLC9,937$356K0.11%13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC9,903$355K0.27%new13F-HRTimeline
Northwest Financial Advisors9,796$351K0.29%+1,47413F-HRTimeline
Tempus Wealth Planning, LLC9,712$348K0.11%new13F-HRTimeline
AdvisorNet Financial, Inc9,692$347K0.03%+3,16913F-HRTimeline
TFB Advisors LLC9,526$342K0.1%013F-HRTimeline
Second Half Financial Partners, LLC9,382$336K0.16%-35813F-HRTimeline
Beacon Pointe Advisors, LLC9,223$331K<0.01%+1,00013F-HRTimeline
Parallel Advisors, LLC9,214$330K0.01%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC9,143$328K0.3%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT8,725$313K0.02%013F-HRTimeline
Frederick Financial Consultants, LLC8,534$306K0.24%13F-HRTimeline
ARS Wealth Advisors Group, LLC8,518$305K0.04%new13F-HRTimeline
L.M. KOHN & COMPANY8,410$301K0.08%+2,09713F-HRTimeline
Michels Family Financial, LLC8,401$301K0.28%13F-HRTimeline
Moloney Securities Asset Management, LLC8,386$301K0.04%new13F-HRTimeline
Faithward Advisors, LLC8,263$296K0.05%+8813F-HRTimeline
Jacobi Capital Management LLC8,257$296K0.02%+4113F-HRTimeline
626 Financial, LLC8,178$293K0.16%+1,69013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,086$290K0.16%+72613F-HRTimeline
CPC Advisors, LLC8,028$288K0.04%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,943$285K<0.01%+1,06713F-HRTimelineGroup
Kraft, Davis & Associates, LLC7,731$281K0.08%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,736$277K0.04%new13F-HRTimeline
Comprehensive Financial Consultants Ins…7,719$277K0.1%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,717$277K0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.7,682$275K0.24%13F-HRTimeline
TOWNSQUARE CAPITAL LLC7,650$274K<0.01%+1,31713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …7,646$274K0.04%13F-HRTimeline
American Financial Advisors, LLC7,500$269K0.04%+14513F-HRTimeline