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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

469 managers (475 13F filers) reported a position in SDVY shares at 2025-06-30, 176,113,046 shares in all. 42 filers opened a position and 53 filers sold out during the quarter.

Managers
469
13F filers
475
New
42
Added
232
Reduced
151
Sold out
53
Shares held by filers
176,113,046

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC23,536,432$830M0.28%+162,41813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,713,398$695M0.05%+239,37913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,018,669$424M0.15%-477,61613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,972,064$422M0.09%-1,263,81913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,368,266$260M0.02%-454,04513F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,401,958$226M0.05%-347,60113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,786,141$204M0.04%-107,43813F-HR/ATimelineGroup
Cetera Investment Advisers5,276,231$186M0.31%+273,07713F-HRTimeline
Capital Investment Advisors, LLC3,972,146$140M2.51%+240,65513F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,463,545$122M0.12%-15,92613F-HRTimelineGroup
PARK NATIONAL CORP /OH/3,376,574$119M3.93%+278,49813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,091,445$109M-147,717Timeline
COMMONWEALTH EQUITY SERVICES, LLC2,890,125$102M0.13%-39,07013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,835,642$100M2.53%+2,340,63813F-HRTimeline
LVZ, Inc.2,747,396$96.9M11.62%+80,63013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,744,843$96.8M0.17%+275,39513F-HR/ATimelineGroup
HighTower Advisors, LLC2,598,480$91.7M0.11%+61,60413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,371,783$83.7M0.12%-425,22613F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,237,668$78.9M0.24%-15,43013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,939,333$68.4M0.05%+445,81713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,614,179$56.9M0.16%+77,70813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,593,466$56.2M+24,174Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,306,468$46.1M0.08%-193,15813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,265,220$44.6M0.12%-5,27713F-HRTimeline
Private Advisor Group, LLC1,193,504$42.1M0.23%-392,61413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,028,128$36.3M2.04%+25,66713F-HRTimelineGroup
NewEdge Advisors, LLC953,881$33.7M0.17%-527,30113F-HRTimeline
Prospera Financial Services Inc834,088$29.4M0.55%+29,58313F-HRTimeline
Janney Montgomery Scott LLC779,069$27.5M0.07%+14,65813F-HRTimeline
Good Life Advisors, LLC721,425$25.5M1.59%+122,51113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.701,789$24.8M0.14%+23,74013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP667,902$23.6M0.02%+192,71713F-HRTimelineGroup
Integrated Wealth Concepts LLC650,888$23M0.23%-22,22713F-HRTimeline
D.A. DAVIDSON & CO.643,785$22.7M0.16%-10,77713F-HRTimeline
Western Wealth Management, LLC599,077$21.1M1.26%-46,63613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…575,263$21M0.03%-65,72013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.587,932$20.7M1.01%-43,20213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP586,154$20.7M0.02%-107,25613F-HRTimelineGroup
Richmond Investment Services, LLC560,714$19.8M4.18%+284,74513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…558,478$19.7M0.04%+30,14113F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding543,308$19.2M+60,223Timeline
Blue Chip Partners, LLC540,503$19.1M1.55%+167,72913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.508,235$17.9M0.15%+68,90213F-HRTimelineGroup
Sanctuary Advisors, LLC504,024$17.8M0.11%-9,36113F-HRTimeline
Steward Partners Investment Advisory, L…502,386$17.7M0.14%-97,84313F-HRTimeline
Wagner Wealth Management, LLC456,314$16.1M3.67%+18,71313F-HRTimeline
Aptus Capital Advisors, LLC440,289$15.5M0.15%+33,76913F-HRTimeline
Solano Wealth Investment Advisors LLC421,640$14.9M7.64%+16,56613F-HRTimeline
Advantage Trust Co417,055$14.7M7.25%+6,21513F-HRTimeline
Pine Valley Investments Ltd Liability Co416,736$14.7M0.86%+2,21413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC408,309$14.4M1.01%+33,13613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC403,178$14.2M0.39%-153,70813F-HRTimeline
Focus Financial Network, Inc.399,417$14.1M0.56%+27,60213F-HRTimeline
Sigma Planning Corp394,835$13.9M0.42%-162,46613F-HRTimeline
Sanchez Wealth Management Group389,744$13.8M3.32%+15,23713F-HRTimeline
Crumly & Associates Inc.387,258$13.7M3.33%+110,67513F-HRTimeline
Qube Research & Technologies Ltd368,711$13M0.02%+241,54713F-HRTimeline
RFG Advisory, LLC358,188$12.6M0.3%+17,50413F-HRTimeline
CWM, LLCin group CWM, LLC357,793$12.6M0.04%+81,11813F-HRTimelineGroup
B & T Capital Management DBA Alpha Capi…346,245$12.2M2.1%+4,03213F-HRTimeline
DAGCO, INC.342,658$12.1M3.37%+31,26213F-HRTimeline
Lifestyle Asset Management, Inc.324,002$11.4M5.34%+44,68713F-HRTimeline
First Horizon Advisors, Inc.323,576$11.4M0.3%+17,18113F-HRTimeline
Mariner, LLCin group Mariner, LLC308,708$10.9M0.02%-101,83013F-HRTimelineGroup
Atria Investments, Inc307,056$10.8M0.13%-122,81913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC306,485$10.8M0.14%+55,35213F-HRTimelineGroup
Golden State Wealth Management, LLC303,184$10.7M1.3%+8,51313F-HRTimeline
J.W. COLE ADVISORS, INC.297,205$10.5M0.22%+7,69313F-HRTimeline
First Heartland Consultants, Inc.293,020$10.3M0.92%+7,24013F-HRTimeline
&PARTNERS290,064$10.2M0.08%+251,54313F-HRTimeline
Mach-1 Financial Group, LLC276,140$9.74M2.84%+30,79613F-HRTimeline
Ergawealth Advisors, Inc.271,747$9.59M4.31%-25,72813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …270,260$9.53M0.22%+9,23413F-HRTimelineGroup
Arkadios Wealth Advisors267,448$9.44M0.28%+26,10113F-HRTimeline
ARVEST INVESTMENTS, INC.264,590$9.33M1.4%+55,86113F-HRTimeline
TrueWealth Advisors, LLC263,145$9.28M2.75%+1,21013F-HRTimeline
Private Wealth Asset Management, LLC260,865$9.2M1.22%+78,96013F-HRTimeline
VestGen Advisors, LLC247,589$8.73M0.35%+42,38213F-HRTimeline
Atria Wealth Solutions, Inc.242,835$8.58M0.19%-41,69713F-HRTimeline
Visionary Wealth Advisors237,853$8.39M0.43%-8,33713F-HRTimeline
Fairvoy Private Wealth, LLC233,877$8.25M2.05%+21,13413F-HRTimeline
Triumph Capital Management227,920$8.04M2.41%+12,49913F-HR/ATimeline
Procyon Advisors, LLC218,908$7.72M0.73%new13F-HRTimeline
Arax Advisory Partners218,141$7.7M0.35%+36,19213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC214,049$7.55M1.85%+13,79313F-HRTimeline
IHT Wealth Management, LLC213,476$7.53M0.21%-28,46813F-HRTimeline
Randall & Associates Wealth Management212,062$7.48M5.75%new13F-HRTimeline
Southland Equity Partners LLC207,167$7.31M1.6%+213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…207,117$7.31M0.28%+6,05413F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC216,531$7.25M11.22%013F-HRTimeline
Certified Advisory Corp205,395$7.25M0.75%+4,00513F-HRTimeline
Capital Investment Counsel, LLC202,011$7.13M1.11%-6,92513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC197,707$6.98M0.27%-179,97313F-HRTimeline
NorthCoast Asset Management LLC191,104$6.74M0.03%-317,60513F-HRTimeline
Csenge Advisory Group188,174$6.47M0.34%-468,31313F-HRTimeline
Foundations Investment Advisors, LLC181,321$6.4M0.1%-3,96213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …179,762$6.34M0.08%+10,40813F-HRTimelineGroup
Aprio Wealth Management, LLC178,088$6.28M0.71%-37,16013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV177,222$6.25M0.43%+3,43613F-HRTimeline
Hobart Private Capital, LLC172,601$6.09M1.38%-15,77813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC169,391$5.98M5.83%+4,59313F-HRTimeline
PINNACLE ASSOCIATES LTD166,882$5.89M0.09%+39,46313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC166,163$5.86M0.41%-10,63913F-HRTimeline
Gladstone Institutional Advisory LLC160,097$5.65M0.23%-20,74913F-HRTimeline
Key Client Fiduciary Advisors, LLC154,981$5.47M2.24%+20,70313F-HRTimeline
IFG Advisory, LLC146,001$5.15M0.26%+2,77613F-HRTimeline
SYNOVUS FINANCIAL CORP139,505$4.92M0.06%+1,54713F-HRTimeline
Priebe Wealth Holdings LLC139,377$4.92M4.26%+34,40513F-HRTimeline
Provident Wealth Management, LLC138,295$4.88M1.6%+39313F-HRTimeline
WCG Wealth Advisors LLC135,445$4.78M0.31%+11,86613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\135,140$4.77M0.01%-12,41013F-HRTimelineGroup
JPL Wealth Management, LLC132,254$4.67M1.26%+10413F-HRTimeline
Econ Financial Services Corp131,226$4.63M2.38%+29,03713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC130,277$4.6M0.09%-2,96213F-HRTimelineGroup
GPS Wealth Strategies Group, LLC129,779$4.58M0.53%+3,06913F-HRTimeline
Maia Wealth LLC129,580$4.57M0.87%+11,28913F-HRTimeline
CX Institutional128,748$4.54M0.16%+20,60113F-HR/ATimeline
BRIGHT FINANCIAL ADVISORS, INC.128,081$4.52M2.51%+2,94013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…127,804$4.51M0.83%-1,27313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…127,681$4.5M0.09%+36,09913F-HRTimelineGroup
LeClair Wealth Partners LLC127,274$4.49M3.05%-13,33213F-HRTimeline
LFA - Lugano Financial Advisors SA126,939$4.48M2.65%-64,31713F-HRTimeline
Rehmann Capital Advisory Group122,183$4.31M0.26%+14,26213F-HRTimeline
Owen LaRue, LLC122,024$4.3M1.83%-8,30213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC120,784$4.26M0.08%+44,80813F-HRTimelineGroup
Meridian Wealth Management, LLC118,009$4.16M0.18%+4,07913F-HRTimeline
Dynamic Advisor Solutions LLC117,853$4.16M0.13%+6,02413F-HRTimeline
Gateway Wealth Partners, LLC117,647$4.15M0.79%+10,88113F-HRTimeline
Wisconsin Wealth Advisors, LLC115,133$4.06M4.67%+11,09913F-HRTimeline
IMG Wealth Management, Inc.114,963$4.06M3.14%+8,81613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…114,297$4.03M0.33%+24,95013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC111,593$3.94M0.29%+8,61513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.109,078$3.85M1.37%-7,35713F-HRTimeline
Kingsview Wealth Management, LLC108,990$3.85M0.07%-1,62613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV104,824$3.7M0.27%+4,91213F-HRTimeline
Elios Financial Group Inc.102,815$3.63M1.65%+74613F-HRTimeline
Spectrum Wealth Advisory Group, LLC101,952$3.6M1.67%-17,97213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,325$3.57M<0.01%-23,55813F-HRTimelineGroup
Global Retirement Partners, LLC97,649$3.45M0.09%13F-HRTimeline
Merit Financial Group, LLC96,442$3.4M0.04%+12,19313F-HRTimeline
Simplicity Wealth,LLC93,263$3.29M0.14%+7,07713F-HRTimeline
Financial Advocates Investment Manageme…92,965$3.28M0.27%-65,03913F-HRTimeline
COZAD ASSET MANAGEMENT INC92,943$3.28M0.29%+7,92413F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…92,821$3.27M0.05%-89913F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC92,724$3.27M0.33%+3,72013F-HRTimeline
Baron Wealth Management LLC90,660$3.2M1.13%+65,80113F-HRTimeline
Trueblood Wealth Management, LLC90,577$3.2M1.34%+3,11513F-HRTimeline
Anderson Financial Strategies, LLC90,145$3.18M2.03%-1,39413F-HRTimeline
WEDBUSH SECURITIES INC89,447$3.16M0.11%-13,42413F-HRTimeline
Grant Private Wealth Management Inc88,431$3.12M1.77%new13F-HRTimeline
COMERICA BANK87,635$3.09M0.01%-11,51713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC86,994$3.07M<0.01%-59,02313F-HRTimelineGroup
EWG Elevate Inc.86,685$3.06M0.94%+4,14013F-HRTimeline
Ashton Thomas Private Wealth, LLC84,821$2.99M0.11%-9,14413F-HRTimeline
Entruity Wealth, LLC83,736$2.95M2.51%+8,92313F-HRTimeline
Mutual Advisors, LLC80,708$2.95M0.07%+2,52713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management82,343$2.91M0.1%-66913F-HRTimelineGroup
Continuum Advisory, LLC82,303$2.9M0.35%+8,88913F-HRTimeline
Darwin Wealth Management, LLC82,114$2.9M1%-3,35013F-HRTimeline
Y-Intercept (Hong Kong) Ltd80,342$2.83M0.07%new13F-HRTimeline
Trivium Point Advisory, LLC80,066$2.82M0.31%+3,49413F-HRTimeline
Forefront Wealth Partners, LLC77,575$2.78M1.91%-69313F-HRTimeline
Mason & Associates Inc76,425$2.7M0.62%+1,18313F-HRTimeline
Clarity Capital Partners LLC74,700$2.64M0.94%-6,31313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC74,422$2.63M0.73%-18,08513F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC73,100$2.58M1.22%+2,72113F-HRTimeline
Moors & Cabot, Inc.72,649$2.56M0.12%-2,80613F-HRTimeline
CALTON & ASSOCIATES, INC.72,137$2.54M0.44%+59,38713F-HRTimeline
RiverTree Advisors, LLC71,975$2.54M1.7%-30,55413F-HRTimeline
Marshall Financial Group, LLC70,174$2.53M0.5%+1,97913F-HRTimeline
Formidable Asset Management, LLC74,917$2.51M0.42%013F-HRTimeline
MAI Capital Management70,887$2.5M0.02%+4,20613F-HRTimeline
Prostatis Group LLC70,306$2.48M0.71%-25,89413F-HRTimeline
Central Pacific Bank - Trust Division70,270$2.48M0.32%-8,75513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …69,402$2.45M0.16%new13F-HR/ATimeline
Atlas Wealth LLC67,871$2.44M0.89%-17,79213F-HRTimeline
Harvest Investment Services, LLC68,145$2.4M0.54%+1,64913F-HRTimeline
BlueChip Wealth Advisors LLC68,033$2.4M1.07%+8713F-HRTimeline
Capital Investment Advisory Services, L…67,898$2.4M0.2%+4,13913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…66,426$2.34M0.3%+2,47013F-HRTimeline
Keystone Financial Group65,650$2.32M0.21%-7,95813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management65,522$2.31M0.03%+4,15913F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC65,515$2.31M1.46%+1,57113F-HRTimeline
Waverly Advisors, LLC60,912$2.15M0.02%-1,87213F-HRTimeline
WPG Advisers, LLC60,234$2.13M1.79%+9,46113F-HRTimeline
Inscription Capital, LLC60,121$2.12M0.31%new13F-HRTimeline
Huntleigh Advisors, Inc.60,058$2.12M0.41%+2,03113F-HRTimeline
Chris Bulman Inc59,920$2.11M1.21%+4,42213F-HRTimeline
DHK Financial Advisors, Inc.59,374$2.09M1.2%+19813F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…59,001$2.08M1.92%+72113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC58,630$2.07M<0.01%+8,26913F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC58,517$2.06M0.34%+18013F-HRTimeline
Stonebridge Financial Planning Group, L…58,292$2.06M0.86%+74713F-HRTimeline
Ipsen Advisor Group LLC58,260$2.06M1.57%+4,04913F-HRTimeline
LANARK FINANCIAL, INC.57,895$2.04M0.17%+11,08213F-HRTimeline
Fairway Financial, LLC57,510$2.03M1.72%+4,65013F-HRTimeline
Proactive Wealth Strategies LLC57,031$2.01M0.95%-10713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED56,727$2M0.17%+1,83613F-HRTimeline
Arcadia Wealth Management, Inc.55,249$1.95M1.33%+13,80613F-HRTimeline
Cherry Creek Investment Advisors, Inc.54,115$1.91M0.9%-8,08913F-HRTimeline