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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
LPL Financial LLC21,935,886$786M0.32%+3,948,77213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18,729,904$671M0.05%+3,776,26113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,732,120$456M0.11%+2,172,52313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,636,023$381M0.14%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,099,053$255M0.02%+1,327,32313F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,618,867$237M0.05%+596,26513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,599,081$201M0.04%+1,241,89613F-HRTimelineGroup
Capital Investment Advisors, LLC3,510,050$126M2.56%+267,37213F-HRTimeline
Cetera Investment Advisers3,447,137$124M0.26%+325,19413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,036,887$109M+441,561Timeline
PARK NATIONAL CORP /OH/2,827,593$101M3.71%+296,55813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,771,753$99.4M0.1%+286,50213F-HRTimelineGroup
LVZ, Inc.2,726,811$97.8M12.54%+17,66113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,702,167$96.9M0.14%+610,07913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,629,953$94.3M0.15%+190,66513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,412,579$86.5M0.19%+234,53913F-HR/ATimelineGroup
HighTower Advisors, LLC2,398,427$86M0.12%+1,059,35313F-HRTimeline
Cambridge Investment Research Advisors,…2,133,057$76.5M0.26%+322,31513F-HRTimeline
Private Advisor Group, LLC1,533,825$55M0.31%+499,84113F-HRTimeline
Independent Advisor Alliance1,414,753$50.7M0.67%new13F-HRTimeline
MML INVESTORS SERVICES, LLC1,410,666$50.6M0.17%+280,36013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,391,482$49.9M+15,394Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,268,466$45.5M0.09%+163,87813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,243,511$44.6M0.13%+149,45313F-HRTimeline
Steward Partners Investment Advisory, L…1,080,895$38.8M0.34%+175,21713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,078,420$38.7M0.03%+114,45513F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …975,635$35M2.01%+19,29113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP763,274$27.4M0.02%+720,84813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.723,521$25.9M0.16%+146,65913F-HRTimeline
Prospera Financial Services Inc713,663$25.6M0.6%+51,83413F-HRTimeline
Janney Montgomery Scott LLC713,298$25.6M0.07%+227,41313F-HRTimeline
Integrated Wealth Concepts LLC691,411$24.8M0.29%+132,88613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.686,084$24.6M1.35%+14,99513F-HR/ATimelineGroup
NewEdge Advisors, LLC673,608$24.1M0.15%+302,04213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…638,953$22.9M0.04%+72,28513F-HR/ATimeline
Western Wealth Management, LLC605,230$21.7M1.42%+75,09713F-HR/ATimeline
HARBOUR INVESTMENTS, INC.601,110$21.5M0.62%+102,00413F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC573,402$20.6M15.43%-1,85913F-HRTimeline
Good Life Advisors, LLC567,671$20.4M1.48%+89,57413F-HRTimeline
D.A. DAVIDSON & CO.550,770$19.7M0.16%+88,26913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC532,934$19.1M0.63%+211,41413F-HRTimeline
Sigma Planning Corp521,050$18.7M0.59%+96,28613F-HRTimeline
Advance Capital Management, Inc.491,017$17.6M0.81%new13F-HRTimeline
Sanctuary Advisors, LLC464,571$17.6M0.11%+71,85513F-HRTimeline
Atria Investments, Inc472,676$16.9M0.21%+24,59613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…423,604$15.2M0.04%+9,74413F-HRTimelineGroup
Advantage Trust Co417,295$15M8.8%+13,00913F-HRTimeline
GDS Wealth Management404,829$14.5M1.32%+18,52113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC401,848$14.4M0.61%+221,99213F-HR/ATimeline
Wagner Wealth Management, LLC392,166$14.1M3.63%+19,27113F-HRTimeline
Pine Valley Investments Ltd Liability Co390,347$14M0.92%+5,10613F-HRTimeline
Blue Chip Partners, LLC382,712$13.7M1.18%new13F-HRTimeline
Aptus Capital Advisors, LLC374,992$13.4M0.16%+301,79213F-HRTimeline
Mariner, LLCin group Mariner, LLC372,568$13.4M0.02%+27,94713F-HRTimelineGroup
Sanchez Wealth Management Group354,481$12.7M3.47%+2,73113F-HRTimeline
Solano Wealth Investment Advisors LLC351,147$12.6M7.57%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC342,184$12.3M0.98%+287,30913F-HRTimeline
NorthCoast Asset Management LLC341,914$12.3M0.06%+1,12113F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.336,502$12.1M0.11%+83,31913F-HRTimelineGroup
Visionary Wealth Advisors330,497$11.8M0.69%-38,06713F-HRTimeline
B & T Capital Management DBA Alpha Capi…314,380$11.3M2.07%new13F-HRTimeline
Ferguson Shapiro LLC309,810$11.1M4.11%new13F-HRTimeline
First Heartland Consultants, Inc.304,136$10.9M1.12%-16,65613F-HRTimeline
Ergawealth Advisors, Inc.301,750$10.8M5.35%-10,77713F-HRTimeline
DAGCO, INC.285,370$10.2M3.39%+66,98013F-HRTimeline
RFG Advisory, LLC277,020$9.93M0.28%+72,50713F-HRTimeline
First Horizon Advisors, Inc.275,534$9.88M0.28%+82,86013F-HRTimeline
IHT Wealth Management, LLC258,531$9.27M0.3%+21,15813F-HRTimeline
Presidio Capital Management, LLC252,746$9.06M4.85%-85,07913F-HRTimeline
TrueWealth Advisors, LLC251,737$9.02M3.01%-4,99113F-HRTimeline
Golden State Wealth Management, LLC249,404$8.94M1.34%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP249,236$8.94M0.01%+168,06413F-HRTimelineGroup
Crumly & Associates Inc.233,980$8.39M2.28%+7,66113F-HRTimeline
TAP Consulting, LLC228,019$8.17M1.67%-1,05113F-HRTimeline
Csenge Advisory Group227,979$8.17M0.44%+216,82213F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC220,230$7.9M7.15%13F-HRTimeline
CIBC WORLD MARKET INC.217,001$7.78M0.02%new13F-HRTimeline
Triumph Capital Management213,329$7.65M2.62%+26,12013F-HRTimeline
Richmond Investment Services, LLC212,459$7.62M4.28%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding212,113$7.6M-43,682Timeline
Capital Investment Counsel, LLC212,062$7.6M1.27%+54913F-HRTimeline
Beaumont Financial Advisors, LLC204,703$7.34M0.55%new13F-HRTimeline
N.E.W. Advisory Services LLC202,754$7.27M0.69%+14,67513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…191,672$7.25M0.41%+12,00413F-HRTimeline
Aprio Wealth Management, LLC201,302$7.22M1.05%+15,81913F-HRTimeline
Atria Wealth Solutions, Inc.199,270$7.14M0.08%+64,70813F-HRTimeline
San Luis Wealth Advisors LLC198,784$7.13M1.35%+18,43513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC197,680$7.09M0.1%+18,65813F-HRTimelineGroup
PSI Advisors, LLC197,075$7.07M2.1%+13,55513F-HRTimeline
Southland Equity Partners LLC195,825$7.02M1.63%+2,81813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…193,866$6.95M1.36%+7,27113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …193,114$6.92M0.19%+49,27213F-HRTimelineGroup
LFA - Lugano Financial Advisors SA190,046$6.81M4.45%new13F-HRTimeline
Certified Advisory Corp189,749$6.8M0.74%+17,34013F-HRTimeline
Hobart Private Capital, LLC189,279$6.79M1.68%-34,17913F-HRTimeline
ARVEST INVESTMENTS, INC.185,597$6.65M1.06%+2,82313F-HRTimeline
Foundations Investment Advisors, LLC184,977$6.63M0.13%+8,88913F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC183,679$6.58M0.49%+66,56913F-HRTimeline
Astor Investment Management LLC182,179$6.53M3.35%-11,44813F-HRTimeline
J.W. COLE ADVISORS, INC.177,456$6.36M0.26%-27,20213F-HRTimeline
Arkadios Wealth Advisors177,289$6.36M0.35%+40,09513F-HRTimeline
Peak Planning Group, LLC172,738$6.19M2.58%+28,11313F-HRTimeline
Focus Financial Network, Inc.169,554$6.08M0.24%+10,66013F-HRTimeline
Financial Advocates Investment Manageme…168,052$6.02M0.34%+37,56613F-HRTimeline
Secure Asset Management, LLC165,981$5.95M0.9%+120,41213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV163,879$5.88M0.43%+82,96413F-HRTimeline
RiverTree Advisors, LLC158,892$5.7M3.74%+4,21813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …158,767$5.69M0.08%+35,93813F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.150,303$5.39M0.73%+21,19913F-HRTimeline
Lifestyle Asset Management, Inc.148,574$5.33M2.9%new13F-HRTimeline
IFG Advisory, LLC144,860$5.19M0.29%+12,23713F-HRTimeline
Gladstone Institutional Advisory LLC141,533$5.07M0.24%+12,24013F-HRTimeline
SYNOVUS FINANCIAL CORP138,244$4.96M0.06%+17,53513F-HRTimeline
Owen LaRue, LLC136,178$4.88M2.55%+5,41613F-HRTimeline
Maia Wealth LLC128,746$4.84M1.04%-5,24513F-HRTimeline
LeClair Wealth Partners LLC133,579$4.79M3.19%13F-HRTimeline
Naviter Wealth, LLC131,858$4.73M0.57%-1,25913F-HRTimeline
Provident Wealth Management, LLC131,541$4.72M1.57%new13F-HRTimeline
JPL Wealth Management, LLC127,868$4.58M1.31%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC125,668$4.51M0.1%+16,87713F-HRTimelineGroup
WORLD EQUITY GROUP, INC.121,054$4.34M0.93%+5,07213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\120,180$4.31M0.01%+17,40513F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC118,624$4.25M1.39%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO117,774$4.22M<0.01%-27,72913F-HRTimelineGroup
Per Stirling Capital Management, LLC.117,198$4.2M0.6%+2,49013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.113,129$4.06M2.55%+39,92013F-HRTimeline
GPS Wealth Strategies Group, LLC112,410$4.03M0.52%+1,78213F-HRTimeline
Arax Advisory Partners110,705$3.97M0.25%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.110,468$3.96M1.59%+38,77813F-HRTimeline
Prostatis Group LLC110,218$3.95M1.15%+16,48013F-HRTimeline
Dynamic Advisor Solutions LLC109,832$3.94M0.17%+9,95213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC108,334$3.88M4.23%13F-HRTimeline
Elios Financial Group Inc.104,123$3.73M1.76%-3,35913F-HRTimeline
CX Institutional103,479$3.71M0.15%+8,90313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…103,349$3.71M0.71%-195,97813F-HRTimelineGroup
IMG Wealth Management, Inc.103,227$3.7M3.42%13F-HRTimeline
AssuredPartners Investment Advisors, LLC102,378$3.67M0.72%13F-HRTimeline
Wisconsin Wealth Advisors, LLC101,923$3.65M5.39%13F-HRTimeline
WEDBUSH SECURITIES INC100,322$3.6M0.13%+37,57613F-HRTimeline
AIFG Consultants Ltd.96,850$3.47M5.66%-90,10813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC92,675$3.32M0.83%+11,11513F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK92,134$3.3M0.11%+37,32113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…91,503$3.28M0.09%+21,16313F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.91,355$3.28M1.61%+5,04213F-HRTimeline
IFP Advisors, Inc91,165$3.27M0.11%+25,74513F-HRTimeline
COMERICA BANK90,890$3.26M0.01%+9,59613F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…89,674$3.21M0.05%+70,07313F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC85,696$3.07M0.29%+7,92913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC85,610$3.07M0.25%+5,37513F-HRTimeline
Darwin Wealth Management, LLC85,464$3.06M1.03%-22,69513F-HR/ATimeline
Rehmann Capital Advisory Group83,382$2.99M0.19%+19,18213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC83,300$2.99M0.34%+1,44513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management82,199$2.95M0.09%+5,24813F-HRTimelineGroup
Trueblood Wealth Management, LLC81,514$2.92M1.44%+7,83413F-HRTimeline
Atlas Wealth LLC81,509$2.92M1.11%+6,43313F-HRTimeline
EWG Elevate Inc.81,473$2.92M0.89%+2,28613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC80,685$2.89M<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC79,600$2.85M0.6%new13F-HRTimeline
Clarity Capital Partners LLC79,186$2.84M1.47%+2,39513F-HRTimeline
Central Pacific Bank - Trust Division79,025$2.83M0.37%+25,17013F-HRTimeline
Forefront Wealth Partners, LLC77,575$2.78M2.07%13F-HRTimeline
Kingsview Wealth Management, LLC77,157$2.77M0.05%+6,77713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC75,976$2.72M0.06%+17,94113F-HRTimelineGroup
Moors & Cabot, Inc.75,599$2.71M0.13%+14,58813F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC75,449$2.7M1.55%+1,80713F-HRTimeline
IronBridge Private Wealth, LLC75,376$2.7M0.99%+4,79313F-HRTimeline
Bolthouse Investments, LLC75,278$2.7M2.49%13F-HRTimeline
POM Investment Strategies, LLC74,797$2.68M2.02%+71613F-HRTimeline
Formidable Asset Management, LLC74,309$2.66M0.44%+2,89313F-HRTimeline
Mason & Associates Inc73,490$2.63M0.62%-41513F-HRTimeline
Continuum Advisory, LLC72,511$2.6M0.33%+5,03313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC71,200$2.55M<0.01%new13F-HRTimeline
KPP Advisory Services LLC70,987$2.54M0.6%+4,10013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,878$2.54M<0.01%+49,41213F-HRTimelineGroup
Harvest Investment Services, LLC70,587$2.53M0.62%+1,71013F-HRTimeline
Meridian Wealth Management, LLC69,889$2.51M0.12%+30,55313F-HRTimeline
Merit Financial Group, LLC69,085$2.48M0.04%new13F-HRTimeline
Entruity Wealth, LLC68,624$2.46M2.44%13F-HRTimeline
BlueChip Wealth Advisors LLC68,341$2.45M1.36%+5,82013F-HRTimeline
Mutual Advisors, LLC65,429$2.45M0.07%+21,82513F-HRTimeline
Griffith & Werner, Inc.68,004$2.44M1.61%13F-HRTimeline
Farther Finance Advisors, LLC67,744$2.43M0.09%+32,26013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV67,526$2.42M0.2%+22,82813F-HRTimeline
Capital Investment Advisory Services, L…66,752$2.39M0.23%+5,09813F-HRTimeline
GENESIS PRIVATE WEALTH, LLC65,632$2.35M1.3%13F-HRTimeline
Summit Wealth Partners, LLC65,265$2.34M0.48%-8,20513F-HRTimeline
Global Retirement Partners, LLC62,360$2.24M0.06%+14,38413F-HRTimeline
Trivium Point Advisory, LLC61,619$2.21M0.28%+4,56513F-HRTimeline
Keystone Financial Group61,019$2.19M0.22%+5,76113F-HRTimeline
Fairvoy Private Wealth, LLC60,814$2.18M0.58%13F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.60,102$2.15M1.83%13F-HRTimeline
DHK Financial Advisors, Inc.58,897$2.11M1.28%+29713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,801$2.11M<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC58,188$2.09M0.08%+12,10813F-HRTimeline
Proactive Wealth Strategies LLC57,372$2.06M1.07%-18,54613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…53,108$2.02M<0.01%+16,55813F-HRTimelineGroup
Summit Investment Advisory Services, LLC55,102$1.98M1.02%-10313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED55,228$1.97M0.18%+2,83013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…54,869$1.97M0.4%+13,69113F-HRTimeline
VALLEY NATIONAL ADVISERS INC53,997$1.94M0.35%+5,85713F-HRTimeline