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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

480 managers (486 13F filers) reported a position in SDVY shares at 2025-03-31, 178,061,481 shares in all. 39 filers opened a position and 51 filers sold out during the quarter.

Managers
480
13F filers
486
New
39
Added
283
Reduced
120
Sold out
51
Shares held by filers
178,061,481

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC23,374,014$783M0.3%+1,438,12813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,474,019$652M0.05%+744,11513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,235,883$443M0.11%+503,76313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,496,285$419M0.16%+1,860,26213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,822,311$262M0.02%+723,25813F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,749,559$226M0.05%+130,69213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,893,579$197M0.04%+294,49813F-HR/ATimelineGroup
Cetera Investment Advisers5,003,154$168M0.32%+1,556,01713F-HRTimeline
Capital Investment Advisors, LLC3,731,491$125M2.45%+221,44113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,479,471$117M0.12%+707,71813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,239,162$109M+202,275Timeline
PARK NATIONAL CORP /OH/3,098,076$104M3.82%+270,48313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,929,195$98.1M0.14%+227,02813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,797,009$93.7M0.15%+167,05613F-HRTimelineGroup
LVZ, Inc.2,666,766$89.3M11.72%-60,04513F-HRTimeline
HighTower Advisors, LLC2,536,876$85M0.12%+138,44913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,469,448$82.7M0.18%+56,86913F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,253,098$75.5M0.25%+120,04113F-HRTimeline
Private Advisor Group, LLC1,586,118$53.1M0.32%+52,29313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,569,292$52.6M+177,810Timeline
MML INVESTORS SERVICES, LLC1,536,471$51.5M0.17%+125,80513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,499,626$50.2M0.1%+231,16013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,493,516$50M0.04%+415,09613F-HRTimelineGroup
NewEdge Advisors, LLC1,481,182$49.6M0.29%+807,57413F-HRTimeline
BLAIR WILLIAM & CO/IL1,270,497$42.6M0.13%+26,98613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,002,461$33.6M1.95%+26,82613F-HRTimelineGroup
Prospera Financial Services Inc804,505$27M0.62%+90,84213F-HRTimeline
Janney Montgomery Scott LLC764,411$25.6M0.07%+51,11313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP693,410$23.2M0.02%-69,86413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.678,049$22.7M0.14%-45,47213F-HRTimeline
Integrated Wealth Concepts LLC673,115$22.5M0.26%-18,29613F-HRTimeline
D.A. DAVIDSON & CO.654,562$21.9M0.18%+103,79213F-HRTimeline
Western Wealth Management, LLC645,713$21.6M1.43%+40,48313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…640,983$21.5M0.04%+2,03013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.631,134$21.1M1.16%-54,95013F-HR/ATimelineGroup
Csenge Advisory Group656,487$20.6M1.17%+428,50813F-HRTimeline
Steward Partners Investment Advisory, L…600,229$20.1M0.18%-480,66613F-HRTimeline
Good Life Advisors, LLC598,914$20.1M1.41%+31,24313F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC584,927$19.6M14.84%+11,52513F-HRTimeline
Sigma Planning Corp557,301$18.7M0.6%+36,25113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC556,886$18.7M0.64%+23,95213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…528,337$17.7M0.04%+104,73313F-HRTimelineGroup
Sanctuary Advisors, LLC513,385$17.2M0.12%+48,81413F-HRTimeline
NorthCoast Asset Management LLC508,709$17M0.09%+166,79513F-HR/ATimeline
Advance Capital Management, Inc.503,089$16.9M0.81%+12,07213F-HRTimeline
HARBOUR INVESTMENTS, INC.495,004$16.6M0.47%-106,10613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding483,085$16.2M+270,972Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP475,185$15.9M0.01%+225,94913F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.439,333$14.7M0.14%+102,83113F-HRTimelineGroup
Wagner Wealth Management, LLC437,601$14.7M3.65%+45,43513F-HRTimeline
Atria Investments, Inc429,875$14.4M0.18%-42,80113F-HRTimeline
N.E.W. Advisory Services LLC423,353$14.2M1.09%+220,59913F-HRTimeline
Pine Valley Investments Ltd Liability Co414,522$13.9M0.89%+24,17513F-HRTimeline
Advantage Trust Co410,840$13.8M8.34%-6,45513F-HRTimeline
Mariner, LLCin group Mariner, LLC410,538$13.8M0.02%+37,97013F-HRTimelineGroup
Aptus Capital Advisors, LLC406,520$13.6M0.15%+31,52813F-HRTimeline
Solano Wealth Investment Advisors LLC405,074$13.6M8.4%+53,92713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC377,680$12.7M0.54%-24,16813F-HR/ATimeline
GUARDIAN WEALTH ADVISORS, LLC / NC375,173$12.6M1.01%+32,98913F-HRTimeline
Sanchez Wealth Management Group374,507$12.5M3.41%+20,02613F-HRTimeline
Blue Chip Partners, LLC372,774$12.5M1.08%-9,93813F-HRTimeline
Focus Financial Network, Inc.371,815$12.5M0.51%+202,26113F-HRTimeline
B & T Capital Management DBA Alpha Capi…342,213$11.5M2.18%+27,83313F-HRTimeline
RFG Advisory, LLC340,684$11.4M0.31%+63,66413F-HRTimeline
DAGCO, INC.311,396$10.4M3.37%+26,02613F-HRTimeline
First Horizon Advisors, Inc.306,395$10.3M0.29%+30,86113F-HRTimeline
Ergawealth Advisors, Inc.297,475$9.97M4.94%-4,27513F-HRTimeline
Golden State Wealth Management, LLC294,671$9.87M1.47%+45,26713F-HR/ATimeline
J.W. COLE ADVISORS, INC.289,512$9.7M0.3%+112,05613F-HRTimeline
First Heartland Consultants, Inc.285,780$9.57M0.99%-18,35613F-HRTimeline
Atria Wealth Solutions, Inc.284,532$9.53M0.11%+85,26213F-HRTimeline
Lifestyle Asset Management, Inc.279,315$9.36M5.14%+130,74113F-HRTimeline
CWM, LLCin group CWM, LLC276,675$9.27M0.04%+225,83013F-HRTimelineGroup
Crumly & Associates Inc.276,583$9.27M2.56%+42,60313F-HRTimeline
Richmond Investment Services, LLC275,969$9.25M5.02%+63,51013F-HRTimeline
TrueWealth Advisors, LLC261,935$8.77M2.88%+10,19813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …261,026$8.74M0.23%+67,91213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC251,133$8.41M0.12%+53,45313F-HRTimelineGroup
Visionary Wealth Advisors246,190$8.25M0.5%-84,30713F-HRTimeline
Mach-1 Financial Group, LLC245,344$8.22M2.46%+221,47513F-HRTimeline
IHT Wealth Management, LLC241,944$8.11M0.25%-16,58713F-HRTimeline
Arkadios Wealth Advisors241,347$8.09M0.31%+64,05813F-HRTimeline
Per Stirling Capital Management, LLC.216,735$7.26M1.04%+99,53713F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC216,531$7.25M11.22%-3,69913F-HRTimeline
Triumph Capital Management215,421$7.22M2.4%+2,09213F-HRTimeline
Aprio Wealth Management, LLC215,248$7.21M0.9%+13,94613F-HRTimeline
Fairvoy Private Wealth, LLC212,743$7.13M1.96%+151,92913F-HRTimeline
Capital Investment Counsel, LLC208,936$7M1.16%-3,12613F-HRTimeline
ARVEST INVESTMENTS, INC.208,729$6.99M1.1%+23,13213F-HRTimeline
PSI Advisors, LLC208,535$6.99M2.27%+11,46013F-HRTimeline
Southland Equity Partners LLC207,165$6.94M1.62%+11,34013F-HRTimeline
VestGen Advisors, LLC205,207$6.87M0.31%13F-HRTimeline
Certified Advisory Corp201,390$6.75M0.76%+11,64113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…201,063$6.74M0.22%+7,19713F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC200,256$6.71M1.86%+81,63213F-HRTimeline
LFA - Lugano Financial Advisors SA191,256$6.41M4.36%+1,21013F-HRTimeline
GDS Wealth Management190,277$6.37M0.54%-214,55213F-HRTimeline
Hobart Private Capital, LLC188,379$6.31M1.58%-90013F-HRTimeline
Foundations Investment Advisors, LLC185,283$6.21M0.11%+30613F-HRTimeline
San Luis Wealth Advisors LLC182,774$6.12M1.38%-16,01013F-HR/ATimeline
Arax Advisory Partners181,949$6.1M0.39%+71,24413F-HRTimeline
Private Wealth Asset Management, LLC181,905$6.09M0.88%13F-HRTimeline
Gladstone Institutional Advisory LLC180,846$6.06M0.28%+39,31313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC176,802$5.92M0.46%-6,87713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV173,786$5.82M0.44%+9,90713F-HRTimeline
Peak Planning Group, LLC173,454$5.81M2.44%+71613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …169,354$5.67M0.09%+10,58713F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC164,798$5.52M5.83%+56,46413F-HRTimeline
Financial Advocates Investment Manageme…158,004$5.29M0.37%-10,04813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\147,550$4.94M0.01%+27,37013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC146,017$4.89M<0.01%+75,13913F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.145,962$4.89M0.66%-4,34113F-HRTimeline
IFG Advisory, LLC143,225$4.8M0.27%-1,63513F-HRTimeline
Naviter Wealth, LLC142,099$4.77M0.58%+10,24113F-HRTimeline
LeClair Wealth Partners LLC140,606$4.71M3.39%+7,02713F-HRTimeline
SYNOVUS FINANCIAL CORP137,958$4.62M0.06%-28613F-HRTimeline
Provident Wealth Management, LLC137,902$4.62M1.59%+6,36113F-HRTimeline
WORLD EQUITY GROUP, INC.134,511$4.51M1.29%+13,45713F-HRTimeline
Key Client Fiduciary Advisors, LLC134,278$4.5M2.07%+109,97613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC133,239$4.46M0.1%+7,57113F-HRTimelineGroup
JPL Wealth Management, LLC132,150$4.43M1.26%+4,28213F-HR/ATimeline
Owen LaRue, LLC130,326$4.37M2.17%-5,85213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…129,077$4.32M0.86%+25,72813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD127,419$4.27M0.06%+102,11613F-HRTimeline
Qube Research & Technologies Ltd127,164$4.26M0.01%+113,18013F-HRTimeline
GPS Wealth Strategies Group, LLC126,710$4.24M0.57%+14,30013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.125,141$4.19M2.57%+12,01213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO124,883$4.18M<0.01%+7,10913F-HRTimelineGroup
WCG Wealth Advisors LLC123,579$4.14M0.31%+109,46513F-HR/ATimeline
Spectrum Wealth Advisory Group, LLC119,924$4.02M1.93%+94,66413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.116,435$3.9M1.52%+5,96713F-HRTimeline
Meridian Wealth Management, LLC113,930$3.82M0.18%+44,04113F-HRTimeline
Dynamic Advisor Solutions LLC111,829$3.75M0.12%+1,99713F-HRTimeline
AssuredPartners Investment Advisors, LLC111,804$3.75M0.72%+9,42613F-HRTimeline
Maia Wealth LLC118,291$3.73M0.85%-10,45513F-HRTimeline
Kingsview Wealth Management, LLC110,616$3.71M0.07%+33,45913F-HRTimeline
CX Institutional108,147$3.62M0.14%+4,66813F-HRTimeline
Rehmann Capital Advisory Group107,921$3.62M0.23%+24,53913F-HRTimeline
Gateway Wealth Partners, LLC106,766$3.58M0.8%+91,96513F-HRTimeline
IMG Wealth Management, Inc.106,147$3.56M3.19%+2,92013F-HRTimeline
Priebe Wealth Holdings LLC104,972$3.52M2.19%new13F-HRTimeline
Wisconsin Wealth Advisors, LLC104,034$3.49M5.01%+2,11113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC102,978$3.45M0.29%+17,36813F-HRTimeline
WEDBUSH SECURITIES INC102,871$3.45M0.13%+2,54913F-HRTimeline
RiverTree Advisors, LLC102,529$3.43M2.3%-56,36313F-HRTimeline
Econ Financial Services Corp102,189$3.42M1.82%+82,57613F-HRTimeline
Elios Financial Group Inc.102,069$3.42M1.69%-2,05413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV99,912$3.35M0.27%+32,38613F-HRTimeline
COMERICA BANK99,152$3.32M0.01%+8,26213F-HRTimeline
Prostatis Group LLC96,200$3.22M1.02%-14,01813F-HRTimeline
Ashton Thomas Private Wealth, LLC93,965$3.15M0.12%+35,77713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…93,720$3.14M0.05%+4,04613F-HRTimelineGroup
AIFG Consultants Ltd.92,548$3.1M5.11%-4,30213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC92,507$3.1M0.79%-16813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…91,582$3.07M0.07%+7913F-HRTimelineGroup
Anderson Financial Strategies, LLC91,539$3.07M1.88%+47,78613F-HRTimeline
Darwin Wealth Management, LLC85,464$3.06M1.03%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…89,347$2.99M0.28%+74,94713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC89,004$2.98M0.35%+5,70413F-HRTimeline
Trueblood Wealth Management, LLC87,462$2.93M1.36%+5,94813F-HRTimeline
Simplicity Wealth,LLC86,186$2.89M0.22%+6,58613F-HRTimeline
Griffith & Werner, Inc.86,177$2.89M1.8%+18,17313F-HRTimeline
Atlas Wealth LLC85,663$2.87M1.12%+4,15413F-HRTimeline
COZAD ASSET MANAGEMENT INC85,019$2.85M0.28%-67713F-HRTimeline
Merit Financial Group, LLC84,249$2.82M0.04%+15,16413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management83,012$2.78M0.09%+81313F-HRTimelineGroup
EWG Elevate Inc.82,545$2.77M1.05%+1,07213F-HRTimeline
KPP Advisory Services LLC82,145$2.75M0.52%+11,15813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC75,976$2.72M0.06%013F-HRTimelineGroup
Clarity Capital Partners LLC81,013$2.71M1.1%+1,82713F-HRTimeline
Central Pacific Bank - Trust Division79,025$2.65M0.37%013F-HRTimeline
Forefront Wealth Partners, LLC78,268$2.62M1.79%+69313F-HRTimeline
Trivium Point Advisory, LLC76,572$2.57M0.32%+14,95313F-HRTimeline
Mutual Advisors, LLC78,181$2.53M0.07%+12,75213F-HRTimeline
Moors & Cabot, Inc.75,455$2.53M0.13%-14413F-HRTimeline
Bolthouse Investments, LLC75,440$2.53M2.64%+16213F-HRTimeline
Mason & Associates Inc75,242$2.52M0.63%+1,75213F-HRTimeline
Formidable Asset Management, LLC74,917$2.51M0.42%+60813F-HRTimeline
Entruity Wealth, LLC74,813$2.51M2.36%+6,18913F-HRTimeline
Keystone Financial Group73,608$2.47M0.25%+12,58913F-HRTimeline
Continuum Advisory, LLC73,414$2.46M0.32%+90313F-HRTimeline
GENESIS PRIVATE WEALTH, LLC70,379$2.36M1.25%+4,74713F-HRTimeline
Marshall Financial Group, LLC68,195$2.28M0.5%+25,94913F-HRTimeline
BlueChip Wealth Advisors LLC67,946$2.28M1.12%-39513F-HRTimeline
IronBridge Private Wealth, LLC66,734$2.24M0.88%-8,64213F-HRTimeline
MAI Capital Management66,681$2.23M0.02%+18,62813F-HRTimeline
Harvest Investment Services, LLC66,496$2.23M0.62%-4,09113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…63,956$2.14M0.36%+9,08713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC63,944$2.14M1.55%+13,53813F-HRTimeline
Capital Investment Advisory Services, L…63,759$2.14M0.19%-2,99313F-HRTimeline
Waverly Advisors, LLC62,784$2.1M0.03%new13F-HRTimeline
Cherry Creek Investment Advisors, Inc.62,204$2.08M1.08%-29,15113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management61,363$2.06M0.03%+20,69013F-HRTimelineGroup
DHK Financial Advisors, Inc.59,176$1.99M1.09%+27913F-HRTimeline
Grant/GrossMendelsohn, LLC60,755$1.98M1.1%+46,92013F-HRTimeline
VALLEY NATIONAL ADVISERS INC58,337$1.95M0.35%+4,34013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…58,280$1.95M1.62%new13F-HRTimeline
Huntleigh Advisors, Inc.58,027$1.94M0.45%+5,55913F-HR/ATimeline
Stonebridge Financial Planning Group, L…57,545$1.93M0.88%+7,61313F-HRTimeline
Proactive Wealth Strategies LLC57,138$1.91M1.02%-23413F-HRTimeline