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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

479 managers (484 13F filers) reported a position in SDVY shares at 2025-09-30, 179,991,756 shares in all. 41 filers opened a position and 28 filers sold out during the quarter.

Managers
479
13F filers
484
New
41
Added
265
Reduced
131
Sold out
28
Shares held by filers
179,991,756

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Summit Investment Advisory Services, LLC49,109$1.87M0.74%-3,22913F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth48,556$1.85M<0.01%+9413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…49,853$1.79M0.14%013F-HRTimeline
Commonwealth Financial Services, LLC47,048$1.79M0.31%+19,95613F-HRTimeline
Arkos Global Advisors46,476$1.77M0.23%+6,28613F-HRTimeline
PCG Wealth Advisors, LLC46,249$1.76M0.51%new13F-HRTimeline
Symphony Financial, Ltd. Co.46,157$1.74M0.21%+1,70313F-HRTimeline
Medallion Wealth Advisors, LLC45,767$1.74M0.62%+77513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC44,713$1.7M0.52%-29,70913F-HRTimelineGroup
AIFG Consultants Ltd.44,604$1.7M2.99%-3,86813F-HRTimeline
PKS Advisory Services, LLC44,537$1.69M0.35%+1,60113F-HRTimeline
Betterment LLC44,416$1.69M<0.01%+5,52213F-HRTimeline
Concentrum Wealth Management44,363$1.69M0.49%+11713F-HRTimeline
Bolthouse Investments, LLC44,292$1.68M1.53%-7,09613F-HRTimeline
OneDigital Investment Advisors LLC44,146$1.68M0.02%-5,00613F-HRTimeline
Cornerstone Wealth Management, LLC43,556$1.66M0.09%+1,27813F-HRTimeline
Y-Intercept (Hong Kong) Ltd43,473$1.65M0.04%-36,86913F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC43,203$1.64M0.92%-2,13713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.43,167$1.64M0.09%-57113F-HRTimelineGroup
MGO ONE SEVEN LLC42,768$1.63M0.04%-10,01913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,187$1.6M<0.01%+19,67313F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC42,097$1.6M0.85%new13F-HRTimeline
CITY HOLDING CO41,580$1.58M0.2%+1,30513F-HRTimeline
Farther Finance Advisors, LLC41,064$1.56M0.02%+12,09513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC40,974$1.56M0.09%+2,30913F-HRTimeline
Beacon Financial Advisory LLC40,905$1.56M0.36%-12,25113F-HRTimeline
Csenge Advisory Group40,715$1.55M0.07%-147,45913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…40,425$1.54M0.27%new13F-HRTimeline
Grantvest Financial Group LLC40,293$1.53M1.06%+613F-HRTimeline
Root Financial Partners, LLC39,411$1.5M0.09%+2,47413F-HRTimeline
Accel Wealth Management39,031$1.48M0.43%+25,96913F-HRTimeline
Orion Porfolio Solutions, LLC38,610$1.47M0.01%+2,56913F-HRTimeline
Collaborative Wealth Managment Inc.37,372$1.42M0.57%+1,93513F-HRTimeline
BlueChip Wealth Advisors LLC36,525$1.39M0.59%-31,50813F-HRTimeline
Altus Wealth Group LLC36,275$1.38M0.57%+77213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP35,572$1.35M0.08%+2,98913F-HRTimeline
AdvisorNet Financial, Inc35,452$1.35M0.08%+7,87013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp35,367$1.34M<0.01%new13F-HRTimelineGroup
LifeWealth Investments, LLC35,365$1.34M0.44%+90913F-HR/ATimeline
Geneos Wealth Management Inc.34,609$1.32M0.03%+2,04213F-HRTimeline
U.S. Capital Wealth Advisors, LLC34,416$1.31M0.04%+6213F-HRTimeline
Ausdal Financial Partners, Inc.34,249$1.3M0.06%+7,80313F-HRTimeline
PRIVATE TRUST CO NA34,188$1.3M0.11%-55413F-HRTimeline
Silver Grove Financial Group, Inc.33,853$1.29M1.22%13F-HRTimeline
Walkner Condon Financial Advisors LLC33,110$1.26M0.2%+3,20013F-HRTimeline
Touchstone Capital, Inc.32,687$1.24M0.64%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC32,241$1.23M0.04%+3,63113F-HRTimelineGroup
Main Street Financial Solutions, LLC32,005$1.22M0.08%+2,53313F-HRTimeline
Belpointe Asset Management LLC31,746$1.21M0.05%+2,86713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31,116$1.18M0.01%+19,41813F-HRTimeline
tru Independence LLC30,572$1.16M0.3%-20413F-HRTimeline
PURSUE WEALTH PARTNERS LLC30,319$1.15M0.63%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC30,237$1.15M0.07%-42613F-HRTimeline
Ballew Advisors, Inc30,389$1.14M0.64%+2,06913F-HRTimeline
Clear Creek Financial Management, LLC28,184$1.07M0.09%-4013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC28,156$1.07M0.77%+7,88413F-HRTimeline
Snowden Capital Advisors LLC26,720$1.02M0.03%+86713F-HRTimeline
Redhawk Wealth Advisors, Inc.26,662$1.01M0.12%-1,59513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26,573$1.01M<0.01%+17,10213F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC26,508$1.01M0.99%+33413F-HRTimeline
DAVENPORT & Co LLC26,417$1M0.01%+1,25913F-HRTimeline
Avidian Wealth Enterprises, LLC26,217$997K0.04%+12513F-HRTimeline
WealthPlan Investment Management, LLC26,125$993K0.07%-10,57913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,010$989K0.06%-15,10213F-HRTimelineGroup
Ellsworth Advisors, LLC26,128$980K0.21%+4,87013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,702$977K0.02%-13,22913F-HRTimelineGroup
WCG Wealth Advisors LLC25,491$969K0.06%-109,95413F-HRTimeline
Avior Wealth Management, LLC25,030$952K0.03%+8413F-HRTimeline
SMITH, MOORE & CO.24,763$941K0.07%+1,77713F-HRTimeline
SFG Wealth Management, LLC.24,714$940K0.41%new13F-HRTimeline
Horizon Advisory Services, Inc.24,155$918K0.47%+1,69013F-HRTimeline
INVESTMENT PARTNERS, LTD.24,071$915K0.32%+2513F-HRTimeline
Claris Financial LLC24,069$915K0.52%+3,10213F-HRTimeline
AE Wealth Management LLC23,484$893K0.01%+2,51513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,159$881K0.04%-7,49613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC23,070$877K0.06%+25313F-HRTimeline
Laidlaw Wealth Management LLC22,946$872K2.08%-65713F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding22,793$867K-2,286Timeline
KRAEMATON INVESTMENT ADVISORS, INC22,736$864K0.74%-6913F-HRTimeline
Federation des caisses Desjardins du Qu…22,524$856K<0.01%+69313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,513$856K<0.01%+3,37713F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,510$856K0.02%+30013F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest22,236$845K0.54%+3,09613F-HRTimeline
Lighthouse Wealth Management Inc.21,582$821K0.67%-3,18713F-HRTimeline
Barry Investment Advisors, LLC21,457$816K0.19%+1,08913F-HRTimeline
AssuredPartners Investment Advisors, LLC20,807$791K0.18%new13F-HRTimeline
Elevated Capital Advisors, LLC20,729$788K0.2%-1,80113F-HRTimeline
DHJJ Financial Advisors, Ltd.20,570$782K0.27%+3,23113F-HRTimeline
Maridea Wealth Management LLC20,591$773K0.12%+6,49413F-HRTimeline
Centennial Wealth Advisory LLC20,314$772K0.21%+4,45213F-HRTimeline
Independent Wealth Network Inc.20,273$771K0.25%+42313F-HRTimeline
Cottage Street Advisors LLC20,260$770K0.33%+1,60113F-HRTimeline
Modern Wealth Management, LLC20,234$769K0.02%+313F-HRTimeline
Convergence Financial, LLC20,133$765K0.11%new13F-HRTimeline
Stiles Financial Services Inc20,093$764K0.24%+2,86813F-HRTimeline
ROTHSCHILD INVESTMENT LLC20,025$761K0.04%+7,60013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC19,939$758K0.05%+33713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,886$756K0.03%+61013F-HRTimelineGroup
Keystone Financial Services, LLC19,563$744K0.52%+43113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,424$738K<0.01%-7,85713F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC19,156$728K0.5%+72713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,066$724K0.01%-6,49513F-HRTimelineGroup
Pitti Group Wealth Management, LLC18,101$688K0.59%+3,17913F-HRTimeline
Clear Point Advisors Inc.17,717$674K0.52%+313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.17,629$670K0.15%+4,90313F-HRTimeline
Kovack Advisors, Inc.17,540$667K0.06%+61913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,498$665K0.01%-28213F-HRTimeline
Strategic Financial Concepts, LLC17,015$647K0.09%+54213F-HRTimeline
Summit Wealth Partners, LLC16,999$646K0.12%-2,01613F-HRTimeline
LANARK FINANCIAL, INC.16,857$641K0.05%-41,03813F-HRTimeline
Krilogy Financial LLC16,890$636K0.02%new13F-HRTimeline
Strategic Blueprint, LLC16,583$630K0.03%+6,03613F-HRTimeline
Per Stirling Capital Management, LLC.16,576$630K0.08%-2,09013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC16,270$619K0.24%-1,74613F-HR/ATimelineGroup
Sovran Advisors, LLC16,435$615K0.05%+6,76913F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC15,971$607K0.33%+4,67013F-HRTimeline
Global Assets Advisory, LLC15,816$601K0.18%+1,15813F-HRTimeline
Perigon Wealth Management, LLC15,675$596K0.01%+5,32013F-HRTimeline
Cresset Asset Management, LLC15,353$584K<0.01%+1,55113F-HR/ATimeline
Objective Capital Management, LLC15,164$577K0.6%-1813F-HRTimeline
Triton Wealth Management, PLLC15,430$576K0.22%+1,68013F-HRTimeline
TD Waterhouse Canada Inc.14,834$563K<0.01%-6,65013F-HRTimeline
Platform Technology Partners14,730$560K0.13%+22913F-HRTimeline
Davis Investment Partners, LLC14,713$558K0.19%-1,91813F-HRTimeline
Frederick Financial Consultants, LLC14,415$548K0.31%+66213F-HRTimeline
WORLD EQUITY GROUP, INC.14,234$541K0.12%+21213F-HRTimeline
BAM Wealth Management, LLC13,505$513K0.4%13F-HRTimeline
Insight Inv LLC13,500$513K0.3%-7,97513F-HRTimeline
Kaydan Wealth Management, Inc.13,463$512K0.15%+1,21813F-HRTimeline
Allworth Financial LP13,393$509K<0.01%-1,03113F-HRTimeline
Retirement Planning Group, LLC13,253$504K0.02%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,057$496K0.02%new13F-HRTimeline
Parallel Advisors, LLC13,022$495K0.01%+2,53013F-HRTimeline
Advisory Services Network, LLC12,816$487K0.01%+13613F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV12,004$456K0.37%+41613F-HRTimeline
Coppell Advisory Solutions LLC11,973$455K0.05%+4,76513F-HRTimeline
BARRETT & COMPANY, INC.11,918$453K0.16%+213F-HRTimeline
Old Port Advisors11,696$445K0.11%+7113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,825$442K0.01%new13F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …11,462$436K0.03%-57,94013F-HRTimeline
Allie Family Office LLC11,281$429K0.2%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…11,113$423K0.29%+2713F-HRTimeline
Total Clarity Wealth Management, Inc.11,058$420K0.11%-45013F-HRTimeline
Moloney Securities Asset Management, LLC11,044$420K0.05%+78413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC10,905$415K0.3%-4713F-HRTimeline
Presidio Capital Management, LLC10,895$414K0.15%+2,04713F-HRTimeline
Impact Partnership Wealth, LLC10,841$412K0.06%-2,47613F-HRTimeline
Quad-Cities Investment Group, LLC10,786$410K0.17%-67913F-HRTimeline
FMR LLCin group FMR LLC10,640$405K<0.01%-1,73013F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC10,566$402K0.28%-3,92613F-HRTimeline
CPC Advisors, LLC10,564$402K0.04%+64313F-HRTimeline
Larson Financial Group LLC10,453$397K0.01%+2,91813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,420$396K0.05%+15113F-HRTimeline
Laraway Financial Advisors Inc10,351$394K0.27%+17713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,204$388K<0.01%+2,65313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC10,200$388K<0.01%-28,50013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,185$387K<0.01%-3,91313F-HRTimelineGroup
JT Stratford LLC10,053$382K0.05%-7613F-HRTimeline
Prasad Wealth Partners, LLC9,917$377K0.11%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC9,729$370K0.05%new13F-HRTimeline
Financial Partners Group, Inc9,648$367K0.05%new13F-HRTimeline
Team Financial Group, LLC9,357$356K0.16%-88213F-HRTimeline
TFB Advisors LLC9,402$354K0.1%-12413F-HRTimeline
IFP Advisors, Inc9,266$352K0.01%-10,70013F-HR/ATimeline
Rathbones Group PLC9,229$351K<0.01%+39813F-HRTimeline
Advance Capital Management, Inc.8,885$338K0.01%-13913F-HRTimeline
CIBC WORLD MARKET INC.8,839$336K<0.01%+41413F-HRTimeline
Second Half Financial Partners, LLC8,759$333K0.15%-11113F-HRTimeline
Savvy Advisors, Inc.8,747$333K0.02%+2,64313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT8,725$332K0.02%013F-HRTimeline
Consolidated Portfolio Review Corp8,673$330K0.04%+2,13913F-HRTimeline
LaSalle St. Investment Advisors, LLC8,610$327K0.06%+40713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,552$325K<0.01%new13F-HRTimelineGroup
Cannon Wealth Management Services, LLC8,502$323K0.24%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,397$319K-658Timeline
Headland Capital, LLC8,380$319K0.09%+76413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,307$316K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT8,250$314K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …8,208$312K0.06%13F-HRTimelineGroup
626 Financial, LLC8,178$311K0.14%013F-HRTimeline
Fortis Group Advisors, LLC8,150$304K0.05%+1,34213F-HRTimeline
Beacon Pointe Advisors, LLC7,974$303K<0.01%-24913F-HRTimeline
Comprehensive Financial Consultants Ins…7,719$293K0.09%013F-HRTimeline
American Financial Advisors, LLC7,650$291K0.04%+9513F-HRTimeline
Balboa Wealth Partners7,575$288K0.05%013F-HRTimeline
Hidden Cove Wealth Management, LLC7,431$283K0.19%new13F-HRTimeline
N.E.W. Advisory Services LLC7,366$280K0.03%-40,97113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,300$278K0.02%013F-HRTimeline
Trexquant Investment LP7,268$276K<0.01%+48013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,262$276K0.02%new13F-HRTimeline
Waterfront Wealth Inc.7,340$275K0.06%013F-HRTimeline
Next Level Private LLC7,215$274K0.08%+213F-HRTimeline
Michels Family Financial, LLC7,112$270K0.21%-1,25013F-HRTimeline
1776 Wealth LLC7,105$270K0.1%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC7,022$267K0.05%new13F-HRTimeline
Pinnacle Bancorp, Inc.6,978$265K0.08%+2,12813F-HRTimeline
ARS Wealth Advisors Group, LLC6,950$264K0.03%-2613F-HRTimeline
Bulltick Wealth Management, LLC6,752$257K0.06%new13F-HRTimeline
Creative Planningin group Creative Planning6,428$244K<0.01%-2,96213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL6,368$242K<0.01%new13F-HR/ATimeline