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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
IFS Group,LLC11,871$468K0.42%13F-HRTimeline
Savvy Advisors, Inc.11,765$464K0.01%+94213F-HRTimeline
Old Port Advisors11,696$461K0.11%013F-HRTimeline
Allie Family Office LLC11,545$455K0.2%013F-HR/ATimeline
VICTORY FINANCIAL GROUP, LLC11,329$447K0.05%+86013F-HRTimeline
McKinney Capital Management, LLC11,163$440K0.38%13F-HRTimeline
Quad-Cities Investment Group, LLC11,069$436K0.17%+28513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC10,880$429K0.3%-3313F-HRTimeline
Impact Partnership Wealth, LLC10,710$422K0.05%+22613F-HRTimeline
Total Clarity Wealth Management, Inc.10,614$419K0.1%-35013F-HRTimeline
CPC Advisors, LLC10,490$414K0.07%-2213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,363$409K0.05%-13613F-HRTimeline
Fisher Asset Management, LLC10,236$404K<0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.10,195$402K<0.01%+98613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,185$402K<0.01%-2,66413F-HRTimelineGroup
Pinnacle Bancorp, Inc.10,183$402K0.12%+3,20513F-HRTimeline
Prasad Wealth Partners, LLC10,112$399K0.11%+51313F-HRTimeline
JT Stratford LLC10,053$396K0.05%013F-HRTimeline
Presidio Capital Management, LLC9,892$390K0.11%-1,05013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,551$377K<0.01%-73313F-HRTimelineGroup
Creative Planningin group Creative Planning9,445$372K<0.01%+1,08413F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC9,400$371K0.05%+4213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC9,285$366K0.22%-46513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC9,200$363K0.03%013F-HRTimeline
Fortis Group Advisors, LLC8,443$357K0.06%+2113F-HRTimeline
Beacon Pointe Advisors, LLC8,961$353K<0.01%+98613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,930$352K0.02%-74413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,871$350K<0.01%+56413F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT8,725$344K0.02%013F-HRTimeline
Second Half Financial Partners, LLC8,666$342K0.15%-9313F-HRTimeline
Team Financial Group, LLC8,324$328K0.15%-41113F-HRTimeline
Collaborative Wealth Managment Inc.8,279$326K0.15%-28,75413F-HRTimeline
ALBION FINANCIAL GROUP /UT8,250$325K0.02%013F-HRTimeline
626 Financial, LLC8,178$322K0.14%013F-HRTimeline
First City Capital Management, Inc.8,100$319K0.17%+52513F-HRTimeline
Headland Capital, LLC7,963$314K0.09%-1,76313F-HRTimeline
Comprehensive Financial Consultants Ins…7,719$304K0.09%013F-HRTimeline
American Financial Advisors, LLC7,682$303K0.04%+913F-HRTimeline
Sunbelt Securities, Inc.7,576$299K0.02%+4,00413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC7,505$296K0.05%+19913F-HRTimeline
Financial Solutions Advisory Group, Inc.7,426$293K0.04%13F-HRTimeline
Waterfront Wealth Inc.7,340$289K0.05%013F-HRTimeline
Next Level Private LLC7,120$281K0.06%-9813F-HRTimeline
1776 Wealth LLC7,099$280K0.11%-613F-HRTimeline
Michels Family Financial, LLC6,995$276K0.2%+1613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,989$276K<0.01%new13F-HRTimeline
Integrated Investment Consultants, LLC6,905$272K0.06%+40013F-HRTimeline
Sowell Financial Services LLC6,880$271K0.01%+1,12213F-HRTimeline
ARS Wealth Advisors Group, LLC6,753$266K0.02%+113F-HRTimeline
Bulltick Wealth Management, LLC6,752$266K0.06%013F-HRTimeline
Balboa Wealth Partners6,675$263K0.04%-1,03313F-HRTimeline
Trexquant Investment LP6,643$262K<0.01%+18813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,590$260K<0.01%+32513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,562$259K<0.01%013F-HRTimelineGroup
CacheTech Inc.6,310$249K0.05%013F-HRTimeline
Carter Financial, LLC6,282$248K0.22%new13F-HRTimeline
EP Wealth Advisors, LLC6,259$247K<0.01%+32713F-HRTimeline
B. Riley Wealth Advisors, Inc.6,411$247K0.02%new13F-HRTimeline
MONTAG A & ASSOCIATES INC6,184$244K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,038$238K<0.01%+44613F-HRTimelineGroup
WealthCare Investment Partners, LLC5,953$238K0.07%-9713F-HRTimeline
Quantinno Capital Management LP5,734$226K<0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,723$226K<0.01%+39913F-HRTimelineGroup
COFG Advisors, LLC5,563$219K0.05%new13F-HRTimeline
Grove Bank & Trust5,500$217K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,483$216K<0.01%+3,02113F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC5,372$212K0.01%-26513F-HR/ATimeline
OMNI 360 Wealth, Inc.5,348$211K0.11%-29813F-HRTimeline
Darden Wealth Group Inc5,270$208K0.11%new13F-HRTimeline
Hippocratic Financial Advisors, LLC5,192$205K0.09%new13F-HRTimeline
Sunflower Bank, N.A.5,158$203K0.05%new13F-HRTimeline
Lloyd Advisory Services, LLC.5,158$203K0.06%new13F-HRTimeline
Kingdom Financial Group LLC.5,158$203K0.06%-3,30613F-HRTimeline
Brookwood Investment Group LLC5,157$203K0.03%new13F-HRTimeline
Whipplewood Advisors, LLC5,091$201K0.1%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,082$200K0.14%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,951$195K<0.01%+10713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,122$163K<0.01%-56613F-HRTimelineGroup
Caldwell Trust Co3,900$154K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,629$143K0.04%+913F-HRTimeline
NFSG Corp3,448$136K0.02%+55413F-HRTimeline
Fairway Wealth LLC3,334$131K0.03%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,137$124K0.01%013F-HRTimeline
IMA Advisory Services, Inc.3,015$119K0.01%013F-HRTimeline
Archer Investment Corp3,001$118K0.03%+1413F-HRTimeline
Financial Network Wealth Advisors LLC2,832$112K0.11%+13013F-HRTimeline
2UniFi Bank2,560$101K0.05%013F-HRTimeline
WOLFF WIESE MAGANA LLC2,274$89.6K0.05%+22613F-HRTimeline
LM Advisors LLC3,482$88.4K1.47%+1013F-HRTimeline
Nova Wealth Management, Inc.2,018$79.6K0.05%013F-HRTimeline
Dunhill Financial, LLC1,870$73.7K0.02%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,683$66.4K<0.01%+1,18313F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,562$61.6K<0.01%013F-HR/ATimeline
LFA - Lugano Financial Advisors SA1,550$61.1K0.03%-105,40813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,528$60.2K0.04%013F-HRTimeline
TD Capital Management LLC1,412$55.7K0.01%+213F-HRTimeline
SIMPLEX TRADING, LLC1,309$51.6K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,267$49.9K<0.01%013F-HRTimeline
Torren Management, LLC1,265$49.9K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC1,252$49.4K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,226$48.3K0.02%+2713F-HRTimeline
Accordant Advisory Group Inc1,200$47.3K0.03%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,066$42K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,005$39.6K<0.01%-14613F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC995$39.2K0.01%-5613F-HRTimeline
Key Financial Inc924$36.4K0.01%013F-HRTimeline
High Note Wealth, LLC830$32.7K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.820$32.3K0.02%+43213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC788$31.1K0.01%013F-HRTimeline
Anchor Investment Management, LLC770$30.4K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC734$28.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC635$25K<0.01%-88513F-HRTimeline
Financial Perspectives, Inc600$23.7K0.01%013F-HRTimeline
Hoese & Co LLP597$23.5K0.02%-64713F-HRTimeline
Security National Bank541$21.3K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…500$19.7K<0.01%013F-HR/ATimelineGroup
Rosenberg Matthew Hamilton474$18.7K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC444$18.5K<0.01%+30613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…460$18.1K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.430$17.9K<0.01%+113F-HRTimeline
Main Street Group, LTD405$16K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC380$15K<0.01%+113F-HRTimeline
GoalVest Advisory LLC348$13.7K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.329$13K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…327$12.9K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.300$12K<0.01%-34913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True Wealth Design, LLC300$11.8K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.291$11.5K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC289$11.4K<0.01%13F-HRTimelineGroup
Scarborough Advisors, LLC276$10.9K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.274$10.8K<0.01%013F-HRTimeline
Rossby Financial, LCC270$10.7K<0.01%-1413F-HRTimeline
FIRST HORIZON CORP260$10.3K<0.01%-5,89713F-HRTimeline
Signature Resources Capital Management,…234$9.23K<0.01%new13F-HRTimeline
MTM Investment Management, LLC226$8.91K<0.01%013F-HRTimeline
Key Capital Management, INC222$8.73K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST220$8.67K<0.01%-20013F-HRTimeline
Gen-Wealth Partners Inc208$8.2K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA207$8.16K0.01%013F-HRTimeline
Synergy Investment Management, LLC200$7.89K<0.01%new13F-HRTimeline
Park Place Capital Corp190$7.49K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC181$7.14K0.05%-7613F-HRTimeline
Sawyer & Company, Inc162$6.39K<0.01%013F-HRTimeline
Basepoint Wealth LLC137$5.42K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC120$4.73K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.115$4.53K<0.01%new13F-HRTimeline
WHITTIER TRUST CO100$4K<0.01%-10013F-HRTimeline
Aventura Private Wealth, LLC100$3.94K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.74$2.92K<0.01%013F-HRTimeline
CVA Family Office, LLC61$2.4K<0.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC45$1.76K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …31$1.22K<0.01%-97613F-HRTimelineGroup
Signature Equity Partners, LLC30$1.18K<0.01%-913F-HRTimeline
Blue Trust, Inc.29$1.14K<0.01%013F-HRTimeline
Davis Capital Management26$1.02K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC15$591<0.01%013F-HRTimeline
Tidemark, LLC6$237<0.01%013F-HRTimeline
Pacific Center for Financial Services5$198<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$39<0.01%-1013F-HRTimeline
Coston, McIsaac & Partners13$00%013F-HRTimelineValue filed as zero, left out of ratios.
Investors Portfolio Services LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.