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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

561 managers (568 13F filers) reported a position in SDVY shares at 2026-03-31, 205,350,601 shares in all. 56 filers opened a position and 23 filers sold out during the quarter.

Managers
561
13F filers
568
New
56
Added
287
Reduced
163
Sold out
23
Shares held by filers
205,350,601

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Waverly Advisors, LLC70,735$2.79M0.02%+3,30913F-HRTimeline
PMG Wealth Management, Inc.70,316$2.77M2%new13F-HRTimeline
OakTrust Wealth Advisors, LLC67,549$2.66M2.42%+5,60913F-HRTimeline
Fairway Financial, LLC66,187$2.61M1.98%+60713F-HRTimeline
Ipsen Advisor Group LLC65,234$2.57M1.8%+3,37113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC64,800$2.56M<0.01%new13F-HRTimeline
HBW ADVISORY SERVICES LLC64,371$2.54M0.27%+7,34513F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…64,236$2.53M1.7%+48313F-HRTimeline
Junk Investment Group, LLC62,981$2.48M1.3%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV62,850$2.48M<0.01%+39,59713F-HRTimeline
Ergawealth Advisors, Inc.61,460$2.42M1.07%-17913F-HRTimeline
Accel Wealth Management61,225$2.41M0.63%+9,32413F-HRTimeline
Harvest Investment Services, LLC60,610$2.39M0.44%+2,07513F-HRTimeline
Entruity Wealth, LLC59,770$2.36M1.6%-1,39713F-HRTimeline
Cherry Creek Investment Advisors, Inc.59,136$2.33M1.01%-3,18813F-HRTimeline
Stonebridge Financial Planning Group, L…58,662$2.31M0.85%+1,95113F-HRTimeline
OneDigital Investment Advisors LLC58,528$2.31M0.02%+20,24713F-HRTimeline
Inscription Capital, LLC58,497$2.31M0.24%+2,18613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers58,238$2.3M<0.01%+16,93613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV56,904$2.24M0.14%+1,65313F-HRTimeline
Spartan Wealth Advisory Services LLC55,959$2.21M0.19%13F-HRTimeline
Jacobi Capital Management LLC55,481$2.19M0.12%+1,90713F-HRTimeline
BAM Wealth Management, LLC55,449$2.19M1.63%+15,84313F-HRTimeline
Keel Point, LLC55,393$2.18M0.15%+1,53713F-HRTimeline
Stegent Equity Advisors, Inc.54,653$2.15M1.84%new13F-HRTimeline
Arkos Global Advisors54,144$2.13M0.27%+4,90013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC53,801$2.12M0.15%+12,00313F-HRTimeline
Medallion Wealth Advisors, LLC53,638$2.11M0.69%+6,25813F-HRTimeline
WPG Advisers, LLC52,534$2.07M1.53%-3,00113F-HRTimeline
Hilton Head Capital Partners, LLC51,760$2.04M1.15%-16513F-HRTimeline
Merit Financial Group, LLC51,584$2.03M0.02%-6,35613F-HRTimeline
Purus Wealth Management, LLC50,722$2M0.64%-1,50813F-HRTimeline
Ethos Financial Group, LLC50,604$2M0.15%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.50,481$1.99M0.08%-57613F-HRTimeline
Commonwealth Financial Services, LLC50,390$1.99M0.31%+2,21713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,000$1.97M<0.01%-61513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,765$1.96M<0.01%new13F-HRTimelineGroup
Juno Financial Group LLC49,139$1.94M0.76%+3,19213F-HRTimeline
Anderson Financial Strategies, LLC44,703$1.89M1.04%-30,59913F-HRTimeline
Summit Investment Advisory Services, LLC47,979$1.89M0.7%-16713F-HRTimeline
Bolthouse Investments, LLC47,421$1.87M1.69%+3,25013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…46,957$1.87M0.13%-43613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp47,306$1.87M<0.01%+5,52913F-HRTimelineGroup
Symphony Financial, Ltd. Co.47,439$1.85M0.24%+1,13313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC45,519$1.79M0.09%+3,01513F-HRTimeline
PKS Advisory Services, LLC45,476$1.79M0.42%+90313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC45,058$1.78M<0.01%+9,03013F-HRTimelineGroup
Grantvest Financial Group LLC44,863$1.77M1.15%+2,79713F-HRTimeline
Financial Management, Inc.44,338$1.75M1.64%+2,12413F-HRTimeline
Beacon Financial Advisory LLC43,968$1.73M0.39%+3,17913F-HRTimeline
AssuredPartners Investment Advisors, LLC43,255$1.73M0.19%-68,34913F-HRTimeline
Walkner Condon Financial Advisors LLC43,585$1.72M0.23%+8,26013F-HRTimeline
Koshinski Asset Management, Inc.43,376$1.71M0.11%+1,37313F-HRTimeline
Cornerstone Wealth Management, LLC43,369$1.71M0.09%-65213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC42,777$1.69M0.81%+2,66513F-HRTimeline
Concentrum Wealth Management42,632$1.68M0.5%+1,72713F-HRTimeline
AdvisorNet Financial, Inc41,274$1.63M0.08%+4,19613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,228$1.63M<0.01%-7,96813F-HR/ATimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.41,207$1.62M0.15%-5,45013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP40,810$1.61M0.09%+90513F-HRTimeline
Farther Finance Advisors, LLC39,753$1.58M0.01%-3,60213F-HRTimeline
Orion Porfolio Solutions, LLC39,663$1.56M0.01%-16,09213F-HRTimeline
CITY HOLDING CO39,161$1.54M0.19%-1,83513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…39,153$1.54M0.04%+23,79213F-HRTimelineGroup
Arista Wealth Management, LLC39,106$1.54M0.19%-7,20813F-HRTimeline
Ballew Advisors, Inc36,339$1.51M0.85%+5,60813F-HRTimeline
Everest Financial Group LLC38,150$1.5M0.25%new13F-HRTimeline
Traction Financial Partners, LLC37,597$1.48M0.91%-26,63913F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC37,479$1.48M0.84%-2,05813F-HRTimeline
Betterment LLC37,361$1.47M<0.01%-10,22213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO37,332$1.47M0.15%+10,01113F-HRTimeline
U.S. Capital Wealth Advisors, LLC36,852$1.45M0.04%-11513F-HRTimeline
PURSUE WEALTH PARTNERS LLC36,449$1.44M0.86%+6,13013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…36,338$1.43M0.05%+7,02613F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…36,246$1.43M0.24%-49113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC36,052$1.42M0.51%+69913F-HR/ATimelineGroup
WCG Wealth Advisors LLC35,867$1.41M0.04%+2,60813F-HRTimeline
BlueChip Wealth Advisors LLC35,859$1.41M0.62%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC35,685$1.41M0.35%new13F-HRTimeline
Geneos Wealth Management Inc.35,141$1.39M0.03%-42013F-HRTimeline
Huntleigh Advisors, Inc.35,053$1.38M0.24%+1,00513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC35,064$1.38M0.04%+93213F-HRTimelineGroup
Clear Creek Financial Management, LLC34,954$1.38M0.11%+9413F-HRTimeline
AE Wealth Management LLC34,319$1.35M0.01%+3,04313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC34,223$1.35M0.06%+1,18813F-HRTimeline
Cornerstone Wealth, LLC/TN31,919$1.35M0.76%13F-HRTimeline
Ausdal Financial Partners, Inc.33,631$1.33M0.06%-82913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…33,565$1.32M0.05%-2,43913F-HRTimelineGroup
Belpointe Asset Management LLC33,295$1.31M0.05%+1,18013F-HRTimeline
Silver Grove Financial Group, Inc.32,667$1.29M1.04%-1,04813F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding32,594$1.29M+16,296Timeline
Altus Wealth Group LLC32,489$1.28M0.52%-3,80313F-HRTimeline
PRIVATE TRUST CO NA32,362$1.28M0.11%+1,06913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …32,321$1.27M0.07%+7,61213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,252$1.27M<0.01%-54,04313F-HRTimelineGroup
Advyzon Investment Management, LLC31,981$1.26M0.11%+1,91613F-HRTimeline
Blom & Howell Financial Planning, Inc.31,092$1.23M1.2%new13F-HRTimeline
Claris Financial LLC30,546$1.2M0.66%-2913F-HRTimeline
Wagner Wealth Management, Corp30,426$1.2M1.08%+8,42013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,168$1.19M0.03%+2,28213F-HRTimelineGroup
Kovack Advisors, Inc.29,716$1.18M0.06%+1,06713F-HRTimeline
tru Independence LLC29,137$1.15M0.57%-74613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC29,097$1.15M0.07%+47313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC28,737$1.13M0.73%+58113F-HRTimeline
Snowden Capital Advisors LLC28,474$1.12M0.03%+1,53613F-HRTimeline
Centennial Wealth Advisory LLC28,066$1.11M0.27%+4,06213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27,764$1.09M0.01%-4,49413F-HRTimeline
DHJJ Financial Advisors, Ltd.27,611$1.09M0.36%+3,79313F-HRTimeline
Avidian Wealth Enterprises, LLC27,314$1.08M0.03%+88413F-HRTimeline
Ellsworth Advisors, LLC27,230$1.07M0.2%-1,07613F-HRTimeline
SFG Wealth Management, LLC.26,795$1.06M0.43%+2,43813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC26,508$1.05M1.08%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,462$1.04M<0.01%-2,51713F-HRTimelineGroup
Horizon Advisory Services, Inc.26,316$1.04M0.53%+82413F-HRTimeline
Barry Investment Advisors, LLC25,715$1.01M0.22%+2,54613F-HRTimeline
Root Financial Partners, LLC25,608$1.01M0.05%-2,56813F-HRTimeline
N.E.W. Advisory Services LLC25,593$1.01M0.08%-11,83113F-HRTimeline
Redhawk Wealth Advisors, Inc.25,537$1.01M0.11%-30113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.25,404$1M<0.01%-83,82913F-HRTimelineGroup
FMR LLCin group FMR LLC24,809$978K<0.01%+8,26013F-HRTimelineGroup
SMITH, MOORE & CO.24,382$961K0.07%+8413F-HRTimeline
INVESTMENT PARTNERS, LTD.24,129$951K0.34%+2513F-HRTimeline
J. Derek Lewis & Associates Inc.24,115$951K0.21%+94413F-HR/ATimeline
Triton Wealth Management, PLLC23,805$951K0.35%+4,17013F-HRTimeline
HighPoint Advisor Group LLC24,070$949K0.04%+29513F-HRTimeline
Keating Financial Advisory Services, In…23,802$939K0.15%+2,80813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,525$928K0.02%+65013F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest23,326$920K0.56%+58913F-HRTimeline
Federation des caisses Desjardins du Qu…23,299$919K<0.01%+68613F-HRTimeline
Strategic Financial Concepts, LLC22,603$891K0.22%new13F-HRTimeline
Avior Wealth Management, LLC22,518$888K0.03%+1,12313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC22,222$876K0.38%+5,68013F-HRTimeline
Parallel Advisors, LLC21,792$859K0.02%+4,74013F-HR/ATimeline
KRAEMATON INVESTMENT ADVISORS, INC21,412$844K0.69%+1613F-HRTimeline
Keystone Financial Group21,332$844K0.06%+83013F-HRTimeline
Trivium Point Advisory, LLC21,159$834K0.15%-60,98213F-HRTimeline
Stiles Financial Services Inc20,982$827K0.25%+44313F-HRTimeline
Convergence Financial, LLC20,918$825K0.09%+81313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,869$823K<0.01%new13F-HRTimelineGroup
Cottage Street Advisors LLC20,770$819K0.35%+19013F-HRTimeline
ROTHSCHILD INVESTMENT LLC20,725$817K0.04%+25013F-HRTimeline
Lighthouse Wealth Management Inc.20,576$811K0.55%+31513F-HRTimeline
TWO SIGMA SECURITIES, LLC20,336$802K0.09%new13F-HRTimeline
Keystone Financial Services, LLC20,156$795K0.53%+34113F-HRTimeline
Modern Wealth Management, LLC19,868$790K0.01%-3,26813F-HRTimeline
Elevated Capital Advisors, LLC20,009$789K0.2%-47013F-HRTimeline
Strategic Blueprint, LLC19,833$782K0.05%+1,78713F-HRTimeline
MANCHESTER FINANCIAL INC19,638$774K0.15%+30513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…19,307$761K0.28%+3,42613F-HRTimelineGroup
Pitti Group Wealth Management, LLC19,128$754K0.61%+1,62113F-HRTimeline
Vise Technologies, Inc.19,476$746K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO18,870$744K<0.01%013F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC18,823$742K0.15%+1,76313F-HRTimeline
Frederick Financial Consultants, LLC18,769$740K0.37%+2,60813F-HRTimeline
Independent Wealth Network Inc.18,298$721K0.21%+30113F-HRTimeline
ADVISORTRUST PARTNERS, LLC18,151$716K0.3%+6,34613F-HRTimeline
Clear Point Advisors Inc.18,119$714K0.56%+39813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…18,024$711K0.29%-1,95113F-HRTimeline
Kaydan Wealth Management, Inc.17,391$686K0.23%+2,72013F-HRTimeline
Sovran Advisors, LLC16,048$679K0.05%-38813F-HRTimeline
REICON WEALTH ADVISORS, LLC17,087$674K0.52%-9,30013F-HRTimeline
Per Stirling Capital Management, LLC.16,587$654K0.07%+613F-HRTimeline
Rathbones Group PLC16,530$652K<0.01%+1,06913F-HR/ATimeline
Platform Technology Partners16,482$650K0.13%+78913F-HRTimeline
IFP Advisors, Inc16,428$648K0.01%+1,41413F-HRTimeline
Cresset Asset Management, LLC16,341$644K<0.01%+97213F-HRTimeline
Krilogy Financial LLC15,567$644K0.02%-77713F-HRTimeline
Directional Asset Management15,931$628K0.57%+4013F-HRTimeline
Perigon Wealth Management, LLC15,790$623K0.01%+19513F-HRTimeline
Goodman Financial Corp15,761$621K0.11%new13F-HRTimeline
Retirement Planning Group, LLC15,534$613K0.02%+1,86413F-HRTimeline
World Investment Advisors15,413$608K0.01%+13013F-HRTimeline
Johnson Financial Group, LLC15,376$606K0.04%new13F-HRTimeline
Cedrus Wealth Group LLC15,050$593K0.66%+2,28213F-HRTimeline
LANARK FINANCIAL, INC.15,002$592K0.04%-1,53313F-HRTimeline
Americana Partners, LLC14,865$586K0.02%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,014$583K0.03%-10,22713F-HR/ATimeline
Cannon Wealth Management Services, LLC14,750$582K0.39%+3,77313F-HRTimeline
Davis Investment Partners, LLC14,582$575K0.2%+213F-HRTimeline
Comprehensive Financial Planning, Inc./…14,382$567K0.39%+2,44213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14,272$563K0.45%+73013F-HRTimeline
WORLD EQUITY GROUP, INC.14,228$561K0.15%-19813F-HRTimeline
Summit Wealth Partners, LLC14,189$559K0.09%-77213F-HRTimeline
Balefire, LLC14,174$559K0.11%+4,51613F-HRTimeline
Premier Private Wealth Management LLC14,173$559K0.59%-2,47113F-HRTimeline
BARRETT & COMPANY, INC.13,923$549K0.19%+1,97713F-HRTimeline
TD Waterhouse Canada Inc.13,710$545K<0.01%-1,37513F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC13,671$539K0.34%-5,36513F-HRTimeline
Insight Inv LLC13,645$538K0.29%-12513F-HRTimeline
Financial Partners Group, Inc13,303$525K0.06%+31713F-HRTimeline
Objective Capital Management, LLC13,249$522K0.53%-2,50713F-HRTimeline
Advisory Services Network, LLC13,219$521K0.01%+1,12713F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV12,440$515K0.42%+26713F-HRTimeline
Symphony Financial Services, Inc.12,975$512K0.26%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.12,640$498K0.1%-1,83513F-HRTimeline
Allworth Financial LP12,637$498K<0.01%-24513F-HRTimeline
Larson Financial Group LLC12,566$495K0.02%+1,45413F-HRTimeline
Rothschild Wealth LLC12,509$493K0.04%+3,45013F-HRTimeline
Advance Capital Management, Inc.12,048$475K0.02%+3,13313F-HRTimeline
Laraway Financial Advisors Inc12,004$473K0.33%+1,42713F-HRTimeline