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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

498 managers (504 13F filers) reported a position in SDVY shares at 2024-12-31, 165,371,027 shares in all. 82 filers opened a position and 26 filers sold out during the quarter.

Managers
498
13F filers
504
New
82
Added
265
Reduced
75
Sold out
26
Shares held by filers
165,371,027

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LaSalle St. Investment Advisors, LLC7,342$263K0.08%+1,10113F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC7,252$260K0.45%13F-HRTimeline
ERn Financial, LLC7,211$259K0.04%+3713F-HRTimeline
Triton Wealth Management, PLLC6,594$257K0.13%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,161$257K0.02%+7,01113F-HRTimeline
Waterfront Wealth Inc.7,078$254K0.06%+1813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,006$251K<0.01%new13F-HRTimelineGroup
Platform Technology Partners7,005$251K0.08%+72613F-HRTimeline
Creative Planningin group Creative Planning6,972$250K<0.01%new13F-HRTimelineGroup
Laraway Financial Advisors Inc6,814$244K0.19%new13F-HRTimeline
Perennial Investment Advisors, LLC6,448$231K0.03%new13F-HRTimeline
CALTON & ASSOCIATES, INC.6,341$227K0.1%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,314$226K<0.01%+46913F-HRTimelineGroup
CacheTech Inc.6,310$226K0.04%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,216$223K+5,614Timeline
Saxony Capital Management, LLC6,143$220K0.19%-17313F-HRTimeline
ORG Partners LLC6,050$217K0.03%+4,05013F-HRTimeline
Acorn Wealth Advisors, LLC6,031$216K0.09%013F-HRTimeline
Paragon Private Wealth Management, LLC6,007$215K0.1%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,963$214K<0.01%+2,75213F-HRTimelineGroup
Stegent Equity Advisors, Inc.5,933$213K0.22%-57513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,805$208K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Onyx Bridge Wealth Group LLC5,796$208K0.03%-1,37413F-HRTimeline
Pinnacle Financial Partners Inc5,724$205K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC5,669$202K0.03%+1,93113F-HRTimeline
Prasad Wealth Partners, LLC5,615$201K0.07%13F-HRTimeline
Creekmur Asset Management LLC5,409$194K0.04%013F-HRTimeline
TD Capital Management LLC5,030$180K0.02%+5913F-HRTimeline
Larson Financial Group LLC4,958$178K0.01%+88513F-HRTimeline
Pinnacle Bancorp, Inc.4,255$153K0.05%+71013F-HRTimeline
Icon Wealth Advisors, LLC4,250$152K0.01%-9313F-HRTimeline
Raleigh Capital Management Inc.3,937$141K0.05%-5313F-HRTimeline
MONTAG A & ASSOCIATES INC3,684$132K0.01%013F-HRTimeline
Householder Group Estate & Retirement S…3,169$113K0.08%+51613F-HRTimeline
CENTAURUS FINANCIAL, INC.3,055$110K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,829$101K0.04%-33,42113F-HRTimeline
Castleview Partners, LLC2,785$99.6K0.05%+74813F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,565$92K<0.01%+1,82813F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…2,500$89.6K0.03%013F-HRTimelineGroup
Abound Wealth Management2,421$86.8K0.03%-1,96113F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,108$76K0.03%+1,25713F-HRTimeline
WOLFF WIESE MAGANA LLC2,007$72K0.05%new13F-HRTimeline
Knuff & Co LLC2,000$71.7K0.02%new13F-HRTimeline
United Community Bankin group United Community Bank1,927$69.1K0.03%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,852$66.4K0.01%-73513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,721$61.7K0.03%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,665$59.7K0.02%new13F-HRTimeline
Sunbelt Securities, Inc.1,550$55.4K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC1,460$52.3K0.02%new13F-HRTimeline
SIGNATUREFD, LLC1,266$45.4K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,222$43.8K<0.01%new13F-HRTimeline
Accordant Advisory Group Inc1,200$43K0.04%013F-HRTimeline
Fairway Wealth LLC1,200$43K0.02%new13F-HRTimeline
Glass Jacobson Investment Advisors llc1,199$43K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,192$42.8K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,160$41.6K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1,008$36.1K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC1,000$35.9K0.01%new13F-HRTimeline
Key Financial Inc924$33.1K0.01%013F-HRTimeline
AlphaMark Advisors, LLC875$31K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC859$30.8K0.01%new13F-HRTimeline
Park Square Financial Group, LLC852$30.5K0.02%13F-HRTimeline
Headlands Technologies LLC802$28.8K<0.01%+60513F-HRTimeline
FSC Wealth Advisors, LLC800$28.7K0.02%new13F-HRTimeline
Pineridge Advisors LLC762$27.3K0.01%+44313F-HRTimeline
Grove Bank & Trust760$27.2K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…724$26K<0.01%new13F-HRTimelineGroup
Eagle Bay Advisors LLC642$23K0.01%013F-HRTimeline
Sawyer & Company, Inc587$21K0.01%-26113F-HRTimeline
Tidemark, LLC565$20.3K0.01%+213F-HRTimeline
Quest 10 Wealth Builders, Inc.560$20.1K0.02%13F-HRTimeline
MATHER GROUP, LLC.515$18.5K<0.01%-25413F-HRTimeline
American Capital Advisory, LLC500$17.9K0.01%+30613F-HRTimeline
2UniFi Bank485$17.4K0.01%13F-HRTimeline
Aventura Private Wealth, LLC484$17.4K0.01%13F-HRTimeline
Sandy Spring Bank432$15.5K<0.01%+3213F-HRTimeline
Kozak & Associates, Inc.423$15.3K<0.01%+313F-HRTimeline
PFG Private Wealth Management, LLC394$14.1K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…346$12.4K<0.01%-10813F-HRTimelineGroup
GoalVest Advisory LLC325$11.7K<0.01%-35013F-HRTimeline
AMERIFLEX GROUP, INC.277$10.4K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO249$8.93K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO200$7.17K<0.01%013F-HRTimeline
Main Street Group, LTD199$7.11K<0.01%+213F-HRTimeline
IAG Wealth Partners, LLC150$5.38K<0.01%013F-HRTimeline
Investors Research Corp137$4.91K<0.01%-29513F-HRTimeline
GAMMA Investing LLC128$4.59K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …100$3.58K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.100$3.58K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC46$1.65K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.44$1.59K0.15%-40,01013F-HRTimeline
Beacon Capital Management, LLC31$1.11K<0.01%013F-HRTimeline
Blue Trust, Inc.29$1.04K<0.01%-38413F-HR/ATimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP39$1K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.14$502<0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.3$108<0.01%new13F-HRTimeline
Coston, McIsaac & Partners13$00%013F-HRTimelineValue filed as zero, left out of ratios.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.