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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

480 managers (486 13F filers) reported a position in SDVY shares at 2025-03-31, 178,061,481 shares in all. 39 filers opened a position and 51 filers sold out during the quarter.

Managers
480
13F filers
486
New
39
Added
283
Reduced
120
Sold out
51
Shares held by filers
178,061,481

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HICKORY ASSET MANAGEMENT, INC.55,978$1.88M1.67%-4,12413F-HRTimeline
Chris Bulman Inc55,498$1.86M1.17%+22,57613F-HRTimeline
PCG Wealth Advisors, LLC54,945$1.84M0.64%+2,68013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED54,891$1.83M0.17%-33713F-HR/ATimeline
Summit Investment Advisory Services, LLC54,635$1.83M0.9%-46713F-HRTimeline
Ipsen Advisor Group LLC54,211$1.82M1.56%+5,71313F-HRTimeline
Summit Wealth Partners, LLC53,950$1.81M0.37%-11,31513F-HRTimeline
Keel Point, LLC53,734$1.8M0.14%+1,61413F-HRTimeline
Secure Asset Management, LLC52,948$1.77M0.36%-113,03313F-HRTimeline
Fairway Financial, LLC52,860$1.77M1.61%+7,60713F-HRTimeline
MGO ONE SEVEN LLC51,954$1.74M0.07%+19,33713F-HRTimeline
Purus Wealth Management, LLC51,922$1.74M0.74%+35513F-HRTimeline
WPG Advisers, LLC50,773$1.7M1.59%+38,14813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,361$1.69M<0.01%013F-HR/ATimelineGroup
Concentrum Wealth Management49,649$1.66M0.62%+37,20613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…48,945$1.64M0.14%+1,97713F-HRTimeline
OneDigital Investment Advisors LLC48,463$1.62M0.02%+7,74913F-HRTimeline
Walkner Condon Financial Advisors LLC47,033$1.58M0.32%+5,99713F-HRTimeline
LANARK FINANCIAL, INC.46,813$1.57M0.13%+46,76913F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC46,740$1.57M1.01%-28,70913F-HRTimeline
Koshinski Asset Management, Inc.46,670$1.56M0.13%-1,40113F-HRTimeline
United Advisor Group, LLC46,251$1.55M0.32%+2,85613F-HRTimeline
AE Wealth Management LLC44,885$1.5M0.01%-3,67913F-HRTimeline
Capital Advantage, Inc.41,358$1.48M0.27%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.44,254$1.48M0.09%+5,03013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding43,712$1.46M+6,938Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…36,754$1.44M<0.01%-16,35413F-HR/ATimelineGroup
Global Assets Advisory, LLC45,146$1.43M0.27%+30,09813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…40,777$1.43M0.06%+3,25113F-HRTimelineGroup
Medallion Wealth Advisors, LLC42,257$1.42M0.65%+3,60213F-HRTimeline
Grantvest Financial Group LLC42,399$1.42M1.15%+1,98313F-HRTimeline
Cresset Asset Management, LLC42,253$1.42M0.01%+2,60413F-HRTimeline
Beacon Financial Advisory LLC42,096$1.41M0.43%+16,19713F-HRTimeline
PKS Advisory Services, LLC42,206$1.41M0.39%+4,53113F-HRTimeline
Cornerstone Wealth Management, LLC41,902$1.4M0.1%+4,51713F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC41,830$1.4M0.87%+65813F-HRTimeline
Arcadia Wealth Management, Inc.41,443$1.39M1.08%+12,37913F-HRTimeline
Virtus Family Office LLC40,591$1.36M1.75%+1413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,659$1.33M0.04%-4,03613F-HRTimelineGroup
PRIVATE TRUST CO NA39,359$1.32M0.14%-97413F-HRTimeline
Root Financial Partners, LLC39,128$1.31M0.14%-16913F-HRTimeline
CITY HOLDING CO39,035$1.31M0.18%+3,03213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC38,695$1.3M0.12%+6,19113F-HR/ATimeline
&PARTNERS38,521$1.29M0.01%-3,40213F-HRTimeline
Tyler-Stone Wealth Management38,195$1.28M0.23%+1,92113F-HRTimeline
Geneos Wealth Management Inc.38,122$1.28M0.02%+26,62013F-HRTimeline
Arkos Global Advisors37,414$1.25M0.18%+2,23713F-HRTimeline
WealthPlan Investment Management, LLC36,499$1.22M0.12%+5,36413F-HRTimeline
Orion Porfolio Solutions, LLC36,188$1.21M0.01%+4,90813F-HRTimeline
Orion Portfolio Solutions, LLC36,188$1.21M0.01%+4,90813F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC35,394$1.19M0.06%+3,31813F-HRTimeline
Altus Wealth Group LLC35,292$1.18M0.55%+1,93413F-HRTimeline
NewEdge Wealth, LLC34,277$1.15M0.02%+6,83013F-HRTimeline
Collaborative Wealth Managment Inc.34,185$1.15M0.54%+15,05013F-HRTimeline
U.S. Capital Wealth Advisors, LLC33,452$1.12M0.03%-7,60913F-HRTimeline
Jacobi Capital Management LLC31,925$1.07M0.08%+23,66813F-HRTimeline
tru Independence LLC30,573$1.02M0.32%-46613F-HRTimeline
World Investment Advisors30,382$1.02M0.03%-47413F-HRTimeline
B. Riley Wealth Advisors, Inc.29,898$1M0.03%-7,83013F-HRTimeline
IFP Advisors, Inc29,860$1M0.03%-61,30513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP29,118$975K0.07%+2,26713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…28,893$968K0.02%+5,66213F-HRTimelineGroup
Farther Finance Advisors, LLC28,636$965K0.02%-39,10813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28,647$960K0.04%+9,45913F-HRTimelineGroup
Clear Creek Financial Management, LLC27,833$932K0.1%+16,41413F-HRTimeline
LM Advisors LLC27,514$922K0.17%+6,33413F-HRTimeline
Belpointe Asset Management LLC27,044$906K0.05%-2,06813F-HRTimeline
SLT Holdings LLC27,037$906K0.85%-3,76413F-HRTimeline
Whipplewood Advisors, LLC8,350$896K0.64%-18,17613F-HRTimeline
Laidlaw Wealth Management LLC26,576$890K2.65%-26,90913F-HRTimeline
Ausdal Financial Partners, Inc.26,260$880K0.07%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC26,174$877K0.99%013F-HRTimeline
LifeWealth Investments, LLC26,166$877K0.42%new13F-HR/ATimeline
Lighthouse Wealth Management Inc.26,124$875K0.8%+39813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …25,719$862K0.06%-9,62413F-HRTimelineGroup
Betterment LLC25,500$854K<0.01%+6,30313F-HRTimeline
Commonwealth Financial Services, LLC25,338$849K0.17%+3,65713F-HRTimeline
Baron Wealth Management LLC24,859$833K0.37%new13F-HRTimeline
Ballew Advisors, Inc26,062$812K0.54%+5,00013F-HRTimeline
Horizon Advisory Services, Inc.24,112$808K0.46%+9113F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding24,077$807K+1,139Timeline
INVESTMENT PARTNERS, LTD.24,014$804K0.33%+1713F-HRTimeline
Snowden Capital Advisors LLC23,783$797K0.03%+2,62113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC23,011$771K0.78%+4,39613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC22,997$770K0.08%+2,91413F-HRTimeline
Regal Investment Advisors LLC22,847$765K0.06%-1,00313F-HRTimeline
DHJJ Financial Advisors, Ltd.22,750$762K0.31%+8,36513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…22,614$758K0.03%-81513F-HRTimelineGroup
DAVENPORT & Co LLC22,612$758K<0.01%-4,21513F-HRTimeline
Elevated Capital Advisors, LLC22,530$755K0.21%-1,63713F-HRTimeline
Davis Investment Partners, LLC23,957$755K0.33%+2513F-HRTimeline
Main Street Financial Solutions, LLC22,262$746K0.06%+2,48113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,210$744K0.02%+70013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…22,134$741K<0.01%+78413F-HRTimeline
Insight Inv LLC21,475$719K0.5%013F-HRTimeline
SMITH, MOORE & CO.21,464$719K0.07%+1,04613F-HRTimeline
Avior Wealth Management, LLC21,091$707K0.03%+8013F-HRTimeline
Strategic Financial Concepts, LLC21,045$705K0.13%+3,26513F-HRTimeline
SFG Wealth Management, LLC.20,540$688K0.34%+8213F-HRTimeline
Cottage Street Advisors LLC20,430$684K0.34%+1,03213F-HRTimeline
Independent Wealth Network Inc.20,417$684K0.27%-2,06613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC20,122$674K0.61%+82913F-HRTimeline
TD Waterhouse Canada Inc.19,732$664K0.01%+87213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,830$664K0.02%-6,31813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,779$663K<0.01%-39,02213F-HRTimelineGroup
Barry Investment Advisors, LLC19,026$637K0.17%+7,04013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC18,781$629K0.32%-47413F-HRTimelineGroup
Park Square Financial Group, LLC18,660$625K0.5%+17,80813F-HRTimeline
Keystone Financial Services, LLC18,376$616K0.52%+2,37713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,616$606K0.05%-1,32513F-HRTimeline
Clear Point Advisors Inc.17,871$599K0.54%-3113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC17,854$598K0.52%+8,71113F-HRTimeline
Kovack Advisors, Inc.17,454$585K0.06%+2,87213F-HRTimeline
Fearless Solutions, LLC dba Best Invest17,422$584K0.45%+3,58213F-HRTimeline
Brendel Financial Advisors LLC17,232$577K0.35%new13F-HRTimeline
Maridea Wealth Management LLC17,210$577K0.19%+7,27313F-HRTimeline
Ellsworth Advisors, LLC16,919$567K0.15%+4,66013F-HRTimeline
MinichMacGregor Wealth Management, LLC16,704$560K0.13%-19,98013F-HRTimeline
Modern Wealth Management, LLC16,651$558K0.02%+1,67913F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC16,180$542K0.04%+2,66913F-HRTimeline
Claris Financial LLC14,931$535K0.35%013F-HRTimeline
Virtue Capital Management, LLC15,970$535K0.06%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,971$535K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC15,350$514K<0.01%+2,60413F-HRTimelineGroup
Lion Street Advisors, LLC15,154$508K0.16%-8,63713F-HRTimeline
Avidian Wealth Enterprises, LLC15,058$504K0.02%+213F-HRTimeline
Stiles Financial Services Inc14,991$502K0.19%+51813F-HRTimeline
PURSUE WEALTH PARTNERS LLC14,699$492K0.3%-6,68013F-HRTimeline
Impact Partnership Wealth, LLC14,688$492K0.11%+68413F-HRTimeline
GENTRY PRIVATE WEALTH, LLC14,602$489K0.4%-60713F-HRTimeline
Pitti Group Wealth Management, LLC14,294$479K0.49%+78413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,276$478K0.01%new13F-HRTimelineGroup
Platform Technology Partners14,214$476K0.14%+7,20913F-HRTimeline
Team Financial Group, LLC14,198$476K0.27%-35,28713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,025$469K0.03%+60113F-HRTimeline
Frederick Financial Consultants, LLC13,638$457K0.33%+5,10413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding13,627$457K+7,411Timeline
American Institute for Advanced Investm…13,490$452K0.34%-14,32313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,477$451K<0.01%+6,47113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,151$441K<0.01%-9,99413F-HRTimelineGroup
CALTON & ASSOCIATES, INC.12,750$427K0.1%+6,40913F-HR/ATimeline
Old Port Advisors12,697$425K0.13%-12513F-HRTimeline
Ethos Financial Group, LLC11,816$424K0.04%013F-HRTimeline
Objective Capital Management, LLC12,548$420K0.54%+3513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …12,500$419K0.01%013F-HRTimelineGroup
Allworth Financial LP12,379$403K<0.01%-57113F-HRTimeline
CHOREO, LLC11,995$402K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.11,914$399K0.17%+313F-HRTimeline
Advisory Services Network, LLC11,841$397K0.01%-1,58613F-HRTimeline
Total Clarity Wealth Management, Inc.10,986$394K0.13%013F-HRTimeline
Quad-Cities Investment Group, LLC11,624$389K0.19%+94413F-HRTimeline
Accel Wealth Management11,608$389K0.14%+20413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC10,970$367K0.27%-7713F-HRTimeline
Krilogy Financial LLC10,894$365K0.02%+113F-HRTimeline
Comprehensive Financial Planning, Inc./…10,575$354K0.34%-313F-HRTimeline
SageOak Financial, LLC10,510$352K0.31%-13,51413F-HRTimeline
Laraway Financial Advisors Inc10,474$351K0.28%+3,66013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC10,431$349K0.27%+52813F-HRTimeline
Perigon Wealth Management, LLC10,305$345K0.01%+10013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV10,198$345K0.33%+38313F-HRTimeline
AdvisorNet Financial, Inc10,064$337K0.03%+37213F-HRTimeline
JT Stratford LLC10,053$337K0.06%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.9,970$334K0.17%013F-HRTimeline
Moloney Securities Asset Management, LLC9,969$334K0.05%+1,58313F-HRTimeline
Quantum Private Wealth, LLC9,793$328K0.12%-65513F-HRTimeline
L.M. KOHN & COMPANY9,723$326K0.09%+1,31313F-HRTimeline
TFB Advisors LLC9,526$319K0.09%013F-HRTimeline
CPC Advisors, LLC9,442$316K0.04%+1,41413F-HRTimeline
Balboa Wealth Partners9,340$313K0.08%-2,13313F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,225$309K0.02%+2,06413F-HRTimeline
Parallel Advisors, LLC9,072$304K0.01%-14213F-HRTimeline
Centennial Wealth Advisory LLC9,057$303K0.11%new13F-HRTimeline
CIBC WORLD MARKET INC.8,978$301K<0.01%-208,02313F-HRTimeline
Second Half Financial Partners, LLC8,870$297K0.15%-51213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,871$296K0.05%+1,13513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT8,725$292K0.02%013F-HRTimeline
Strategic Blueprint, LLC8,637$289K0.02%new13F-HRTimeline
Rathbones Group PLC8,636$289K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC8,434$283K0.04%new13F-HRTimeline
Michels Family Financial, LLC8,338$279K0.25%-6313F-HRTimeline
ALBION FINANCIAL GROUP /UT8,250$276K0.02%new13F-HRTimeline
Waterfront Wealth Inc.8,245$276K0.07%+1,16713F-HRTimeline
Beacon Pointe Advisors, LLC8,223$275K<0.01%-1,00013F-HRTimeline
626 Financial, LLC8,178$274K0.14%013F-HRTimeline
SCOTIA CAPITAL INC.8,173$274K<0.01%-44,71013F-HRTimeline
Northwest Financial Advisors8,170$274K0.23%-1,62613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC7,954$266K0.13%-13213F-HRTimeline
Nova Wealth Management, Inc.7,944$266K0.23%+26213F-HR/ATimeline
Faithward Advisors, LLC7,732$259K0.05%-53113F-HRTimeline
Comprehensive Financial Consultants Ins…7,719$259K0.09%013F-HRTimeline
Perennial Investment Advisors, LLC7,574$254K0.03%+1,12613F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC7,561$253K0.45%+30913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …7,561$253K0.04%-8513F-HRTimeline
American Financial Advisors, LLC7,532$252K0.04%+3213F-HRTimeline
Sovran Advisors, LLC8,015$251K0.03%-2,53113F-HRTimeline
Presidio Capital Management, LLC7,438$249K0.1%-245,30813F-HRTimeline
LaSalle St. Investment Advisors, LLC7,357$246K0.06%+1513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,300$245K0.02%new13F-HRTimeline
Kraft, Davis & Associates, LLC7,731$244K0.08%013F-HRTimeline
ERn Financial, LLC7,245$243K0.04%+3413F-HRTimeline