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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

529 managers (535 13F filers) reported a position in SDVY shares at 2025-12-31, 194,537,537 shares in all. 49 filers opened a position and 27 filers sold out during the quarter.

Managers
529
13F filers
535
New
49
Added
272
Reduced
135
Sold out
27
Shares held by filers
194,537,537

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Ipsen Advisor Group LLC61,863$2.37M1.68%+1,91613F-HRTimeline
Ergawealth Advisors, Inc.61,639$2.36M1.09%-126,71013F-HRTimeline
Entruity Wealth, LLC61,167$2.34M1.67%-28,48713F-HRTimeline
Maridea Wealth Management LLC59,918$2.3M0.35%+39,32713F-HRTimeline
IFC & Insurance Marketing, Inc.59,693$2.29M2.27%13F-HRTimeline
Harvest Investment Services, LLC58,535$2.24M0.42%-10,36613F-HRTimeline
Merit Financial Group, LLC57,940$2.22M0.02%-38,67313F-HRTimeline
HBW ADVISORY SERVICES LLC57,026$2.19M0.24%+5,15913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…56,818$2.18M0.35%-61,91313F-HRTimelineGroup
Stonebridge Financial Planning Group, L…56,711$2.17M0.78%-79013F-HRTimeline
Inscription Capital, LLC56,311$2.16M0.22%+64013F-HRTimeline
Proactive Wealth Strategies LLC55,819$2.14M0.85%-1,09913F-HRTimeline
Orion Porfolio Solutions, LLC55,755$2.14M0.02%+17,14513F-HRTimeline
WPG Advisers, LLC55,535$2.13M1.58%-8,24113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV55,251$2.12M0.13%-51,18213F-HRTimeline
Keel Point, LLC53,856$2.06M0.12%+96813F-HRTimeline
Jacobi Capital Management LLC53,574$2.05M0.12%+3,89213F-HRTimeline
LeClair Wealth Partners LLC52,442$2.01M1.17%-61,78213F-HRTimeline
Purus Wealth Management, LLC52,230$2M0.62%-26113F-HRTimeline
Hilton Head Capital Partners, LLC51,925$1.99M1.16%13F-HRTimeline
Accel Wealth Management51,901$1.99M0.54%+12,87013F-HRTimeline
INTEGRITY ALLIANCE, LLC.51,057$1.96M0.07%+38,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,615$1.94M<0.01%+61513F-HR/ATimelineGroup
IFG Advisory, LLC50,243$1.93M0.08%-21,21413F-HRTimeline
AIFG Consultants Ltd.49,581$1.9M3.26%+4,97713F-HRTimeline
Arkos Global Advisors49,244$1.89M0.24%+2,76813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC49,196$1.89M<0.01%-2,60913F-HRTimelineGroup
PCG Wealth Advisors, LLC48,481$1.86M0.53%+2,23213F-HRTimeline
Commonwealth Financial Services, LLC48,173$1.85M0.3%+1,12513F-HRTimeline
Summit Investment Advisory Services, LLC48,146$1.84M0.7%-96313F-HRTimeline
Lifestyle Asset Management, Inc.47,959$1.84M0.6%-311,79413F-HRTimeline
Betterment LLC47,583$1.82M<0.01%+3,16713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…47,393$1.82M0.12%-2,46013F-HRTimeline
Medallion Wealth Advisors, LLC47,380$1.82M0.61%+1,61313F-HRTimeline
Symphony Financial, Ltd. Co.46,306$1.79M0.24%+14913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.46,657$1.79M0.11%+3,49013F-HRTimelineGroup
Arista Wealth Management, LLC46,314$1.77M0.22%-4,15713F-HRTimeline
Juno Financial Group LLC45,947$1.76M0.7%13F-HRTimeline
PKS Advisory Services, LLC44,573$1.71M0.39%+3613F-HRTimeline
Oxford Wealth Group, LLC44,289$1.7M0.83%13F-HRTimeline
Bolthouse Investments, LLC44,171$1.69M1.5%-12113F-HRTimeline
Cornerstone Wealth Management, LLC44,021$1.69M0.09%+46513F-HRTimeline
Farther Finance Advisors, LLC43,355$1.66M0.02%+2,29113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC42,504$1.63M0.08%+1,53013F-HRTimeline
Financial Management, Inc.42,214$1.62M1.54%13F-HRTimeline
Grantvest Financial Group LLC42,066$1.61M1.03%+1,77313F-HRTimeline
Koshinski Asset Management, Inc.42,003$1.61M0.1%-10,53713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC41,798$1.6M0.11%+18,72813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp41,777$1.6M<0.01%+6,41013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers41,302$1.58M<0.01%new13F-HRTimelineGroup
CITY HOLDING CO40,996$1.57M0.19%-58413F-HRTimeline
Concentrum Wealth Management40,905$1.57M0.44%-3,45813F-HRTimeline
Beacon Financial Advisory LLC40,789$1.56M0.36%-11613F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC40,112$1.54M0.77%-1,98513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP39,905$1.53M0.09%+4,33313F-HRTimeline
BAM Wealth Management, LLC39,606$1.52M1.1%+26,10113F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC39,537$1.52M0.85%-3,66613F-HRTimeline
OneDigital Investment Advisors LLC38,281$1.47M0.01%-5,86513F-HRTimeline
N.E.W. Advisory Services LLC37,424$1.43M0.11%+30,05813F-HRTimeline
AdvisorNet Financial, Inc37,078$1.42M0.08%+1,62613F-HRTimeline
Collaborative Wealth Managment Inc.37,033$1.42M0.5%-33913F-HRTimeline
U.S. Capital Wealth Advisors, LLC36,967$1.42M0.04%+2,55113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…36,737$1.41M0.24%-3,68813F-HRTimeline
Altus Wealth Group LLC36,292$1.39M0.56%+1713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC36,028$1.38M<0.01%+9,45513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…36,004$1.38M0.05%+9,99413F-HRTimelineGroup
BlueChip Wealth Advisors LLC35,859$1.37M0.58%-66613F-HRTimeline
Geneos Wealth Management Inc.35,561$1.36M0.03%+95213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC35,353$1.35M0.45%-9,36013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC35,325$1.35M0.19%+2,21513F-HRTimeline
Clear Creek Financial Management, LLC34,860$1.34M0.11%+6,67613F-HRTimeline
Ausdal Financial Partners, Inc.34,460$1.32M0.06%+21113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC34,132$1.31M0.04%+1,89113F-HR/ATimelineGroup
Huntleigh Advisors, Inc.34,048$1.3M0.22%-27,33913F-HRTimeline
Silver Grove Financial Group, Inc.33,715$1.28M1.11%-13813F-HRTimeline
WCG Wealth Advisors LLC33,259$1.27M0.04%+7,76813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC33,035$1.27M0.06%+9,87613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32,258$1.24M0.01%+1,14213F-HRTimeline
Belpointe Asset Management LLC32,115$1.23M0.04%+36913F-HRTimeline
Ballew Advisors, Inc30,731$1.23M0.69%+34213F-HRTimeline
PRIVATE TRUST CO NA31,293$1.2M0.11%-2,89513F-HRTimeline
AE Wealth Management LLC31,276$1.2M0.01%+7,79213F-HRTimeline
Claris Financial LLC30,575$1.17M0.62%+6,50613F-HRTimeline
Vantus Wealth LLC30,365$1.16M0.86%13F-HRTimeline
PURSUE WEALTH PARTNERS LLC30,319$1.16M0.56%013F-HRTimeline
Advyzon Investment Management, LLC30,065$1.15M0.13%+24,55313F-HRTimeline
Ellsworth Advisors, LLC28,306$1.15M0.23%+2,17813F-HRTimeline
tru Independence LLC29,883$1.15M0.29%-68913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,312$1.12M0.04%+9,42613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,979$1.11M<0.01%+6,46613F-HRTimelineGroup
Kovack Advisors, Inc.28,649$1.1M0.05%+11,10913F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,624$1.1M0.06%-1,61313F-HRTimeline
Root Financial Partners, LLC28,176$1.08M0.06%-11,23513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC28,156$1.08M0.72%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,886$1.07M0.03%+2,18413F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO27,321$1.05M0.14%new13F-HRTimeline
Snowden Capital Advisors LLC26,938$1.03M0.03%+21813F-HRTimeline
Coppell Advisory Solutions LLC26,362$1.02M0.1%+14,38913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC26,508$1.02M1.06%013F-HRTimeline
Avidian Wealth Enterprises, LLC26,430$1.01M0.04%+21313F-HRTimeline
REICON WEALTH ADVISORS, LLC26,387$1.01M0.74%13F-HRTimeline
Redhawk Wealth Advisors, Inc.25,838$990K0.11%-82413F-HRTimeline
WealthPlan Investment Management, LLC25,638$982K0.06%-48713F-HRTimeline
Horizon Advisory Services, Inc.25,492$977K0.49%+1,33713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …24,709$947K0.09%-33,35913F-HRTimelineGroup
SFG Wealth Management, LLC.24,357$933K0.37%-35713F-HRTimeline
SMITH, MOORE & CO.24,298$931K0.07%-46513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC24,241$929K0.05%+4,30213F-HRTimeline
INVESTMENT PARTNERS, LTD.24,104$924K0.32%+3313F-HRTimeline
Centennial Wealth Advisory LLC24,004$920K0.24%+3,69013F-HRTimeline
DHJJ Financial Advisors, Ltd.23,818$913K0.3%+3,24813F-HRTimeline
HighPoint Advisor Group LLC23,775$911K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,253$891K<0.01%new13F-HRTimeline
J. Derek Lewis & Associates Inc.23,171$888K0.21%13F-HRTimeline
Barry Investment Advisors, LLC23,169$888K0.2%+1,71213F-HRTimeline
Modern Wealth Management, LLC23,136$887K0.02%+2,90213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,875$877K0.02%+36513F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest22,737$871K0.53%+50113F-HRTimeline
Federation des caisses Desjardins du Qu…22,613$867K<0.01%+8913F-HRTimeline
Wagner Wealth Management, Corp22,006$843K0.83%13F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding21,933$840K-860Timeline
KRAEMATON INVESTMENT ADVISORS, INC21,396$820K0.65%-1,34013F-HRTimeline
Avior Wealth Management, LLC21,395$820K0.03%-3,63513F-HRTimeline
Keating Financial Advisory Services, In…20,994$804K0.11%13F-HRTimeline
Triton Wealth Management, PLLC19,635$800K0.3%+4,20513F-HRTimeline
Cottage Street Advisors LLC20,580$789K0.33%+32013F-HRTimeline
Stiles Financial Services Inc20,539$787K0.24%+44613F-HRTimeline
Keystone Financial Group20,502$786K0.06%new13F-HRTimeline
Elevated Capital Advisors, LLC20,479$785K0.18%-25013F-HRTimeline
ROTHSCHILD INVESTMENT LLC20,475$785K0.04%+45013F-HRTimeline
Lighthouse Wealth Management Inc.20,261$776K0.53%-1,32113F-HRTimeline
Convergence Financial, LLC20,105$770K0.11%-2813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…19,975$765K0.27%+14,80713F-HRTimeline
Keystone Financial Services, LLC19,815$759K0.52%+25213F-HRTimeline
Vise Technologies, Inc.19,476$746K0.01%new13F-HRTimeline
MANCHESTER FINANCIAL INC19,333$741K0.14%+13,63013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC19,036$729K0.5%-12013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO18,870$723K<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC18,046$692K0.04%+1,46313F-HRTimeline
Independent Wealth Network Inc.17,997$690K0.21%-2,27613F-HRTimeline
Premier Private Wealth Management LLC16,644$680K0.71%13F-HRTimeline
Clear Point Advisors Inc.17,721$679K0.53%+413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,550$671K0.02%+4,72513F-HRTimelineGroup
Pitti Group Wealth Management, LLC17,507$671K0.55%-59413F-HRTimeline
Sovran Advisors, LLC16,436$668K0.06%+113F-HRTimeline
Krilogy Financial LLC16,344$662K0.02%-54613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC17,060$654K0.14%new13F-HRTimeline
Parallel Advisors, LLC17,052$653K0.01%+4,03013F-HRTimeline
Per Stirling Capital Management, LLC.16,581$635K0.07%+513F-HRTimeline
FMR LLCin group FMR LLC16,549$634K<0.01%+5,90913F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC16,542$634K0.31%+57113F-HRTimeline
LANARK FINANCIAL, INC.16,535$634K0.05%-32213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC16,298$625K0.24%+2813F-HRTimelineGroup
Frederick Financial Consultants, LLC16,161$619K0.34%+1,74613F-HRTimeline
Directional Asset Management15,891$609K0.53%13F-HRTimeline
Objective Capital Management, LLC15,756$604K0.61%+59213F-HRTimeline
Platform Technology Partners15,693$601K0.13%+96313F-HRTimeline
Perigon Wealth Management, LLC15,595$598K0.01%-8013F-HRTimeline
Rathbones Group PLC15,461$592K<0.01%+6,23213F-HR/ATimeline
Cresset Asset Management, LLC15,369$589K<0.01%+1613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,361$589K0.01%new13F-HRTimelineGroup
World Investment Advisors15,283$586K0.01%new13F-HR/ATimeline
Global Assets Advisory, LLC15,283$586K0.17%-53313F-HRTimeline
TD Waterhouse Canada Inc.15,085$578K<0.01%+25113F-HRTimeline
IFP Advisors, Inc15,014$575K0.01%+5,74813F-HRTimeline
Summit Wealth Partners, LLC14,961$573K0.11%-2,03813F-HRTimeline
Davis Investment Partners, LLC14,580$565K0.2%-13313F-HRTimeline
Kaydan Wealth Management, Inc.14,671$562K0.16%+1,20813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.14,475$555K0.12%-3,15413F-HRTimeline
WORLD EQUITY GROUP, INC.14,426$553K0.15%+19213F-HRTimeline
Insight Inv LLC13,770$528K0.3%+27013F-HRTimeline
Financial Partners Group, Inc12,986$524K0.06%+3,33813F-HRTimeline
Retirement Planning Group, LLC13,670$524K0.02%+41713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC13,542$519K0.41%13F-HRTimeline
Allworth Financial LP12,882$494K<0.01%-51113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,849$492K<0.01%+2,66413F-HRTimelineGroup
Cedrus Wealth Group LLC12,768$489K0.45%13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV12,173$478K0.4%+16913F-HRTimeline
Advisory Services Network, LLC12,092$463K0.01%-72413F-HRTimeline
BARRETT & COMPANY, INC.11,946$458K0.15%+2813F-HRTimeline
Comprehensive Financial Planning, Inc./…11,940$458K0.3%+82713F-HRTimeline
ADVISORTRUST PARTNERS, LLC11,805$452K0.2%13F-HRTimeline
Old Port Advisors11,696$448K0.11%013F-HRTimeline
Allie Family Office LLC11,545$442K0.21%+26413F-HRTimeline
Larson Financial Group LLC11,112$426K0.01%+65913F-HRTimeline
Cannon Wealth Management Services, LLC10,977$421K0.3%+2,47513F-HRTimeline
Total Clarity Wealth Management, Inc.10,964$420K0.1%-9413F-HRTimeline
Presidio Capital Management, LLC10,942$419K0.13%+4713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC10,913$418K0.3%+813F-HRTimeline
Savvy Advisors, Inc.10,823$415K0.01%+2,07613F-HRTimeline
Quad-Cities Investment Group, LLC10,784$413K0.17%-213F-HRTimeline
Laraway Financial Advisors Inc10,577$405K0.26%+22613F-HRTimeline
CPC Advisors, LLC10,512$403K0.04%-5213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,499$402K0.05%+7913F-HRTimeline
Impact Partnership Wealth, LLC10,484$402K0.05%-35713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,469$401K0.05%+74013F-HRTimeline
Hidden Cove Wealth Management, LLC10,459$401K0.26%+3,02813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,284$394K<0.01%+8013F-HRTimelineGroup
JT Stratford LLC10,053$385K0.05%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,869$378K+1,472Timeline