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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

469 managers (475 13F filers) reported a position in SDVY shares at 2025-06-30, 176,113,046 shares in all. 42 filers opened a position and 53 filers sold out during the quarter.

Managers
469
13F filers
475
New
42
Added
232
Reduced
151
Sold out
53
Shares held by filers
176,113,046

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cerity Partners LLCin group Cerity Partners LLC53,757$1.9M<0.01%new13F-HRTimelineGroup
Arista Wealth Management, LLC53,534$1.89M0.26%new13F-HRTimeline
Beacon Financial Advisory LLC53,156$1.88M0.48%+11,06013F-HRTimeline
MGO ONE SEVEN LLC52,787$1.86M0.06%+83313F-HRTimeline
Summit Investment Advisory Services, LLC52,338$1.85M0.8%-2,29713F-HR/ATimeline
Purus Wealth Management, LLC52,207$1.84M0.64%+28513F-HR/ATimeline
Koshinski Asset Management, Inc.51,584$1.82M0.14%+4,91413F-HRTimeline
Bolthouse Investments, LLC51,388$1.81M1.8%-24,05213F-HR/ATimeline
Keel Point, LLC50,070$1.77M0.12%-3,66413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…49,853$1.76M0.14%+90813F-HRTimeline
OneDigital Investment Advisors LLC49,152$1.73M0.02%+68913F-HRTimeline
AIFG Consultants Ltd.48,472$1.71M3.33%-44,07613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth48,462$1.71M<0.01%+4,75013F-HRTimelineGroup
Jacobi Capital Management LLC48,440$1.71M0.11%+16,51513F-HRTimeline
N.E.W. Advisory Services LLC48,337$1.71M0.17%-375,01613F-HRTimeline
United Advisor Group, LLC47,779$1.69M0.29%+1,52813F-HRTimeline
Medallion Wealth Advisors, LLC44,992$1.62M0.62%+2,73513F-HRTimeline
Symphony Financial, Ltd. Co.44,454$1.61M0.21%new13F-HR/ATimeline
Virtus Family Office LLC45,383$1.6M2.05%+4,79213F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC45,340$1.6M0.95%-1,40013F-HRTimeline
Concentrum Wealth Management44,246$1.56M0.49%-5,40313F-HRTimeline
Capital Advantage, Inc.44,246$1.56M0.25%+2,88813F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.43,808$1.55M1.28%-12,17013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.43,738$1.54M0.1%-51613F-HRTimelineGroup
PKS Advisory Services, LLC42,936$1.51M0.39%+73013F-HRTimeline
Cornerstone Wealth Management, LLC42,278$1.49M0.09%+37613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…41,112$1.45M0.08%+33513F-HRTimelineGroup
Tyler-Stone Wealth Management41,034$1.45M0.23%+2,83913F-HRTimeline
KPP Advisory Services LLC40,943$1.44M0.24%-41,20213F-HR/ATimeline
Grantvest Financial Group LLC40,287$1.42M1.05%-2,11213F-HRTimeline
CITY HOLDING CO40,275$1.42M0.19%+1,24013F-HRTimeline
Arkos Global Advisors40,190$1.42M0.2%+2,77613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC38,931$1.37M0.04%-72813F-HRTimelineGroup
Betterment LLC38,894$1.37M<0.01%+13,39413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC38,700$1.37M<0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC38,665$1.36M0.11%-3013F-HRTimeline
Root Financial Partners, LLC36,937$1.3M0.13%-2,19113F-HRTimeline
WealthPlan Investment Management, LLC36,704$1.29M0.09%+20513F-HRTimeline
Orion Porfolio Solutions, LLC36,041$1.27M0.01%-14713F-HR/ATimeline
Altus Wealth Group LLC35,503$1.25M0.55%+21113F-HRTimeline
Traction Financial Partners, LLC35,439$1.25M0.85%new13F-HRTimeline
Collaborative Wealth Managment Inc.35,437$1.25M0.55%+1,25213F-HRTimeline
PRIVATE TRUST CO NA34,742$1.23M0.12%-4,61713F-HRTimeline
LifeWealth Investments, LLC34,456$1.22M0.44%+8,29013F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC34,354$1.21M0.04%+90213F-HRTimeline
Regal Investment Advisors LLC33,632$1.19M0.09%+10,78513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP32,900$1.16M<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP32,583$1.15M0.08%+3,46513F-HRTimeline
Geneos Wealth Management Inc.32,567$1.15M0.03%-5,55513F-HRTimeline
tru Independence LLC30,776$1.09M0.31%+20313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC30,655$1.08M0.05%-4,73913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC30,663$1.08M0.08%+16,63813F-HRTimeline
PURSUE WEALTH PARTNERS LLC30,319$1.07M0.61%+15,62013F-HRTimeline
Walkner Condon Financial Advisors LLC29,910$1.06M0.19%-17,12313F-HRTimeline
Main Street Financial Solutions, LLC29,472$1.04M0.08%+7,21013F-HRTimeline
Ballew Advisors, Inc28,320$1.03M0.61%+2,25813F-HRTimeline
Farther Finance Advisors, LLC28,969$1.02M0.02%+33313F-HRTimeline
Belpointe Asset Management LLC28,879$1.02M0.04%+1,83513F-HRTimeline
World Investment Advisors28,856$1.02M0.02%-1,52613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28,610$1.01M0.03%-3713F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.28,257$997K0.13%-117,70513F-HRTimeline
Clear Creek Financial Management, LLC28,224$996K0.09%+39113F-HRTimeline
Lion Street Advisors, LLC27,684$977K0.3%+12,53013F-HRTimeline
AdvisorNet Financial, Inc27,582$973K0.06%+17,51813F-HRTimeline
LM Advisors LLC27,514$971K0.12%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,281$962K<0.01%new13F-HRTimelineGroup
Commonwealth Financial Services, LLC27,092$956K0.18%+1,75413F-HRTimeline
Ausdal Financial Partners, Inc.26,446$933K0.06%+18613F-HRTimeline
Avidian Wealth Enterprises, LLC26,092$921K0.04%+11,03413F-HRTimeline
Snowden Capital Advisors LLC25,853$912K0.03%+2,07013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,561$902K0.02%-3,33213F-HRTimelineGroup
DAVENPORT & Co LLC25,158$888K<0.01%+2,54613F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding25,079$885K+1,002Timeline
PARTNERS WEALTH MANAGEMENT, LLC26,174$882K1%013F-HRTimeline
Avior Wealth Management, LLC24,946$880K0.03%+3,85513F-HRTimeline
Lighthouse Wealth Management Inc.24,769$874K0.76%-1,35513F-HRTimeline
INVESTMENT PARTNERS, LTD.24,046$848K0.32%+3213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO23,967$846K0.21%13F-HRTimeline
Laidlaw Wealth Management LLC23,603$833K2.4%-2,97313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …23,435$827K0.06%-2,28413F-HRTimelineGroup
SMITH, MOORE & CO.22,986$811K0.07%+1,52213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC22,817$805K0.07%-18013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC22,805$805K0.76%-20613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,514$794K<0.01%+2,73513F-HRTimelineGroup
Horizon Advisory Services, Inc.22,465$793K0.43%-1,64713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,210$784K0.02%013F-HRTimelineGroup
TD Waterhouse Canada Inc.21,484$772K0.01%+1,75213F-HRTimeline
Federation des caisses Desjardins du Qu…21,831$770K<0.01%-30313F-HRTimeline
Insight Inv LLC21,475$758K0.51%013F-HRTimeline
Elevated Capital Advisors, LLC22,530$755K0.21%013F-HRTimeline
Ellsworth Advisors, LLC21,258$750K0.18%+4,33913F-HRTimeline
AE Wealth Management LLC20,969$740K0.01%-23,91613F-HRTimeline
Claris Financial LLC20,967$740K0.56%+6,03613F-HRTimeline
Barry Investment Advisors, LLC20,368$719K0.18%+1,34213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC20,272$715K0.58%+15013F-HRTimeline
Modern Wealth Management, LLC20,231$714K0.02%+3,58013F-HR/ATimeline
IFP Advisors, Inc19,966$704K0.02%-9,89413F-HRTimeline
Independent Wealth Network Inc.19,850$700K0.25%-56713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC19,602$692K0.05%+98613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,276$680K0.03%-3,33813F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest19,140$675K0.47%+1,71813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,136$675K<0.01%new13F-HRTimelineGroup
Keystone Financial Services, LLC19,132$675K0.51%+75613F-HRTimeline
Summit Wealth Partners, LLC19,015$671K0.13%-34,93513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC18,761$662K0.04%+2,58113F-HRTimeline
Per Stirling Capital Management, LLC.18,666$659K0.09%-198,06913F-HRTimeline
Cottage Street Advisors LLC18,659$658K0.34%-1,77113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC18,429$650K0.49%+57513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC18,016$636K0.29%-76513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC17,780$627K0.02%-2,05013F-HRTimeline
Clear Point Advisors Inc.17,714$625K0.53%-15713F-HRTimeline
DHJJ Financial Advisors, Ltd.17,339$612K0.22%-5,41113F-HRTimeline
EP Wealth Advisors, LLC17,242$608K<0.01%new13F-HRTimeline
Stiles Financial Services Inc17,225$608K0.21%+2,23413F-HRTimeline
Davis Investment Partners, LLC16,631$598K0.21%-7,32613F-HRTimeline
Kovack Advisors, Inc.16,921$597K0.06%-53313F-HRTimeline
Strategic Financial Concepts, LLC16,473$585K0.08%-4,57213F-HRTimeline
Centennial Wealth Advisory LLC15,862$560K0.18%+6,80513F-HRTimeline
Objective Capital Management, LLC15,182$536K0.6%+2,63413F-HRTimeline
Global Assets Advisory, LLC14,658$527K0.21%-30,48813F-HRTimeline
Pitti Group Wealth Management, LLC14,922$526K0.45%+62813F-HRTimeline
Platform Technology Partners14,501$512K0.13%+28713F-HRTimeline
GENTRY PRIVATE WEALTH, LLC14,492$511K0.39%-11013F-HRTimeline
Allworth Financial LP14,424$509K<0.01%+2,04513F-HRTimeline
Triton Wealth Management, PLLC13,750$498K0.21%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,098$497K<0.01%+62113F-HRTimelineGroup
Maridea Wealth Management LLC14,097$497K0.13%-3,11313F-HRTimeline
WORLD EQUITY GROUP, INC.14,022$495K0.13%-120,48913F-HRTimeline
Cresset Asset Management, LLC13,802$487K<0.01%-28,45113F-HR/ATimeline
Frederick Financial Consultants, LLC13,753$485K0.3%+11513F-HRTimeline
Impact Partnership Wealth, LLC13,317$470K0.09%-1,37113F-HRTimeline
Accel Wealth Management13,062$461K0.15%+1,45413F-HRTimeline
Advisory Services Network, LLC12,680$457K0.01%+83913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.12,726$449K0.11%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,425$438K0.03%+3,20013F-HRTimeline
FMR LLCin group FMR LLC12,370$436K<0.01%-2,98013F-HRTimelineGroup
Nova Wealth Management, Inc.12,365$436K0.32%+4,42113F-HRTimeline
Kaydan Wealth Management, Inc.12,245$432K0.14%new13F-HRTimeline
BARRETT & COMPANY, INC.11,916$420K0.16%+213F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV11,588$418K0.36%+1,39013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,698$413K<0.01%+6,10713F-HRTimeline
Old Port Advisors11,625$410K0.11%-1,07213F-HRTimeline
Total Clarity Wealth Management, Inc.11,508$406K0.12%+52213F-HRTimeline
Quad-Cities Investment Group, LLC11,465$404K0.18%-15913F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC11,301$399K0.27%+87013F-HRTimeline
Comprehensive Financial Planning, Inc./…11,086$391K0.31%+51113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC10,952$386K0.26%-1813F-HRTimeline
Strategic Blueprint, LLC10,547$372K0.02%+1,91013F-HRTimeline
Parallel Advisors, LLC10,492$370K0.01%+1,42013F-HRTimeline
Perigon Wealth Management, LLC10,355$365K0.01%+5013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,269$362K0.05%+1,39813F-HRTimeline
Moloney Securities Asset Management, LLC10,260$362K0.04%+29113F-HRTimeline
Team Financial Group, LLC10,239$361K0.18%-3,95913F-HRTimeline
Laraway Financial Advisors Inc10,174$359K0.27%-30013F-HRTimeline
JT Stratford LLC10,129$357K0.05%+7613F-HRTimeline
CPC Advisors, LLC9,921$350K0.04%+47913F-HRTimeline
Sovran Advisors, LLC9,666$350K0.04%+1,65113F-HRTimeline
TFB Advisors LLC9,526$336K0.09%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,471$334K<0.01%+9,04613F-HRTimelineGroup
Creative Planningin group Creative Planning9,390$331K<0.01%+2,27013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,055$319K-4,572Timeline
Advance Capital Management, Inc.9,024$318K0.01%-494,06513F-HRTimeline
Second Half Financial Partners, LLC8,870$313K0.15%013F-HRTimeline
Presidio Capital Management, LLC8,848$312K0.12%+1,41013F-HRTimeline
Rathbones Group PLC8,831$312K<0.01%+19513F-HRTimeline
Quantum Private Wealth, LLC8,806$311K0.1%-98713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT8,725$308K0.02%013F-HRTimeline
TWO SIGMA SECURITIES, LLC8,609$304K0.04%+17513F-HRTimeline
CIBC WORLD MARKET INC.8,425$297K<0.01%-55313F-HRTimeline
Whipplewood Advisors, LLC8,368$295K0.16%+1813F-HRTimeline
Michels Family Financial, LLC8,362$295K0.25%+2413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,307$293K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT8,250$291K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC8,223$290K<0.01%013F-HRTimeline
LaSalle St. Investment Advisors, LLC8,203$289K0.08%+84613F-HRTimeline
626 Financial, LLC8,178$289K0.14%013F-HR/ATimeline
Faithward Advisors, LLC7,758$274K0.04%+2613F-HRTimeline
Comprehensive Financial Consultants Ins…7,719$272K0.09%013F-HRTimeline
Headland Capital, LLC7,616$269K0.08%new13F-HR/ATimeline
Balboa Wealth Partners7,575$267K0.05%-1,76513F-HRTimeline
American Financial Advisors, LLC7,555$267K0.04%+2313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,551$266K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC7,535$266K0.01%+1,80713F-HRTimeline
Waterfront Wealth Inc.7,340$259K0.06%-90513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,300$258K0.02%013F-HRTimeline
ERn Financial, LLC7,269$256K0.05%+2413F-HRTimeline
Coppell Advisory Solutions LLC7,208$255K0.03%+60013F-HR/ATimeline
Next Level Private LLC7,213$254K0.08%+313F-HRTimeline
ARS Wealth Advisors Group, LLC6,976$246K0.03%+2413F-HRTimeline
Fortis Group Advisors, LLC6,808$245K0.04%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC6,867$242K0.4%-69413F-HRTimeline
Trexquant Investment LP6,788$239K<0.01%+31713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,719$237K<0.01%013F-HRTimelineGroup
Consolidated Portfolio Review Corp6,534$231K0.03%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,372$225K<0.01%-36413F-HR/ATimelineGroup
CacheTech Inc.6,310$223K0.04%013F-HRTimeline
MONTAG A & ASSOCIATES INC6,184$218K0.01%+2,50013F-HRTimeline
Savvy Advisors, Inc.6,104$215K0.01%new13F-HRTimeline
Integrated Investment Consultants, LLC6,033$213K0.04%new13F-HRTimeline
Crossmark Global Holdings, Inc.5,996$212K<0.01%new13F-HRTimeline