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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

479 managers (484 13F filers) reported a position in SDVY shares at 2025-09-30, 179,991,756 shares in all. 41 filers opened a position and 28 filers sold out during the quarter.

Managers
479
13F filers
484
New
41
Added
265
Reduced
131
Sold out
28
Shares held by filers
179,991,756

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC23,756,369$903M0.26%+219,93713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY17,815,971$677M0.04%-1,897,42713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,844,014$488M0.16%+825,34513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,525,540$476M0.1%+553,47613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,982,389$303M0.02%+614,12313F-HR/ATimelineGroup
Cetera Investment Advisers7,264,277$276M0.32%+1,988,04613F-HRTimeline
UBS Group AGin group UBS Group AG6,746,792$257M0.05%+344,83413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,989,469$228M0.04%+203,32813F-HRTimelineGroup
Capital Investment Advisors, LLC4,170,826$159M2.61%+198,68013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,978,002$151M0.14%+514,45713F-HRTimelineGroup
PARK NATIONAL CORP /OH/3,412,175$130M4.06%+35,60113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,384,431$129M0.17%+494,30613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,275,914$125M+184,469Timeline
HighTower Advisors, LLC3,127,052$119M0.14%+528,57213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,966,175$113M0.16%+221,33213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,920,669$111M2.52%+85,02713F-HRTimeline
LVZ, Inc.2,800,749$106M12.1%+53,35313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,458,183$93.5M0.13%+86,40013F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,187,019$83.1M0.23%-50,64913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,134,204$81.1M0.05%+194,87113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,687,661$64.2M+94,195Timeline
MML INVESTORS SERVICES, LLC1,601,589$60.9M0.16%-12,59013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,388,759$52.8M0.08%+82,29113F-HRTimelineGroup
Private Advisor Group, LLC1,294,000$49.2M0.24%+100,49613F-HRTimeline
BLAIR WILLIAM & CO/IL1,280,526$48.7M0.13%+15,30613F-HRTimeline
NewEdge Advisors, LLC917,571$34.9M0.16%-36,31013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP854,178$32.6M0.02%+186,27613F-HRTimelineGroup
Prospera Financial Services Inc804,751$30.6M0.52%-29,33713F-HRTimeline
Janney Montgomery Scott LLC748,544$28.5M0.07%-30,52513F-HRTimeline
Integrated Wealth Concepts LLC684,869$26M0.23%+33,98113F-HRTimeline
D.A. DAVIDSON & CO.669,617$25.5M0.16%+25,83213F-HRTimeline
Western Wealth Management, LLC651,887$24.8M1.31%+52,81013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP593,541$22.6M0.02%+7,38713F-HRTimelineGroup
Sanctuary Advisors, LLC586,302$22.3M0.13%+82,27813F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…584,255$22.2M0.04%+25,77713F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …582,885$22.2M1.92%-445,24313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…580,165$21.8M0.03%+4,90213F-HRTimeline
Blue Chip Partners, LLC563,009$21.4M1.6%+22,50613F-HRTimeline
Summit Financial, LLC526,182$20M0.31%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.510,192$19.4M0.14%+1,95713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding507,001$19.3M-36,307Timeline
Steward Partners Investment Advisory, L…494,557$18.8M0.11%-7,82913F-HRTimeline
Aptus Capital Advisors, LLC470,400$17.9M0.16%+30,11113F-HRTimeline
Wagner Wealth Management, LLC466,018$17.7M4.11%+9,70413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.439,919$16.7M0.73%-148,01313F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC438,812$16.7M1.09%+30,50313F-HRTimeline
Advantage Trust Co433,213$16.5M7.44%+16,15813F-HRTimeline
Solano Wealth Investment Advisors LLC431,881$16.4M7.92%+10,24113F-HRTimeline
Pine Valley Investments Ltd Liability Co430,566$16.4M0.85%+13,83013F-HRTimeline
CWM, LLCin group CWM, LLC417,627$15.9M0.05%+59,83413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC405,343$15.4M0.37%+2,16513F-HRTimeline
Sanchez Wealth Management Group403,557$15.3M3.41%+13,81313F-HRTimeline
Crumly & Associates Inc.396,210$15.1M3.29%+8,95213F-HRTimeline
Focus Financial Network, Inc.377,204$14.3M0.51%-22,21313F-HRTimeline
Lifestyle Asset Management, Inc.359,753$13.7M4.67%+35,75113F-HRTimeline
DAGCO, INC.359,049$13.7M3.43%+16,39113F-HRTimeline
Richmond Investment Services, LLC354,450$13.5M2.51%-206,26413F-HRTimeline
B & T Capital Management DBA Alpha Capi…352,229$13.4M2.12%+5,98413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC320,236$12.2M0.14%+13,75113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …308,326$11.7M0.24%+38,06613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.307,240$11.7M0.22%+10,03513F-HRTimeline
RFG Advisory, LLC306,336$11.6M0.24%-51,85213F-HRTimeline
Golden State Wealth Management, LLC305,271$11.6M1.28%+2,08713F-HRTimeline
&PARTNERS302,973$11.5M0.07%+12,90913F-HRTimeline
Sigma Planning Corp295,992$11.3M0.32%-98,84313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP295,500$11.2M0.02%+262,60013F-HRTimelineGroup
Fairvoy Private Wealth, LLC294,652$11.2M2.55%+60,77513F-HRTimeline
Arkadios Wealth Advisors286,406$10.9M0.27%+18,95813F-HRTimeline
Private Wealth Asset Management, LLC281,549$10.7M1.26%+20,68413F-HRTimeline
Foundations Investment Advisors, LLC264,987$10.1M0.15%+83,66613F-HRTimeline
TrueWealth Advisors, LLC263,969$10M2.71%+82413F-HRTimeline
VestGen Advisors, LLC258,153$9.81M0.33%+10,56413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC244,732$9.3M2.05%+30,68313F-HRTimeline
PSI Advisors, LLC243,505$9.26M2.38%new13F-HRTimeline
First Heartland Consultants, Inc.239,303$9.1M0.73%-53,71713F-HRTimeline
ARVEST INVESTMENTS, INC.238,068$9.05M1.3%-26,52213F-HRTimeline
Procyon Advisors, LLC238,044$9.05M0.54%+19,13613F-HRTimeline
Atria Investments, Inc237,386$9.03M0.1%-69,67013F-HRTimeline
PINNACLE ASSOCIATES LTD233,252$8.87M0.12%+66,37013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\224,974$8.55M0.01%+89,83413F-HRTimelineGroup
Owen LaRue, LLC222,023$8.44M3.32%+99,99913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC217,359$8.26M0.28%+19,65213F-HRTimeline
Triumph Capital Management212,111$8.06M2.18%-15,80913F-HR/ATimeline
Certified Advisory Corp209,786$7.98M0.76%+4,39113F-HRTimeline
Visionary Wealth Advisors209,666$7.97M0.37%-28,18713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…207,477$7.89M0.29%+36013F-HRTimelineGroup
Capital Investment Counsel, LLC205,718$7.82M1.15%+3,70713F-HRTimeline
IHT Wealth Management, LLC203,878$7.75M0.2%-9,59813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …201,215$7.65M0.09%+21,45313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC201,109$7.65M0.01%-107,59913F-HRTimelineGroup
Uniting Wealth Partners, LLC200,141$7.61M1.8%new13F-HRTimeline
Southland Equity Partners LLC198,158$7.53M1.52%-9,00913F-HRTimeline
NorthCoast Asset Management LLC189,188$7.19M0.03%-1,91613F-HRTimeline
Ergawealth Advisors, Inc.188,349$7.16M3.34%-83,39813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV187,518$7.13M0.44%+10,29613F-HRTimeline
KPP Advisory Services LLC184,717$7.02M1.04%+143,77413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC176,578$6.71M0.11%+55,79413F-HRTimelineGroup
Randall & Associates Wealth Management172,170$6.55M4.75%-39,89213F-HRTimeline
Hobart Private Capital, LLC170,567$6.48M1.36%-2,03413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC170,364$6.48M5.99%+97313F-HRTimeline
Aprio Wealth Management, LLC168,952$6.42M0.64%-9,13613F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC168,069$6.39M0.44%+1,90613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…161,572$6.14M0.46%+47,27513F-HRTimeline
Gladstone Institutional Advisory LLC157,044$5.97M0.23%-3,05313F-HRTimeline
Key Client Fiduciary Advisors, LLC156,691$5.96M2.01%+1,71013F-HRTimeline
SYNOVUS FINANCIAL CORP149,686$5.69M0.07%+10,18113F-HRTimeline
Econ Financial Services Corp142,535$5.42M2.7%+11,30913F-HRTimeline
Ashton Thomas Private Wealth, LLC142,010$5.4M0.14%+57,18913F-HRTimeline
GPS Wealth Strategies Group, LLC140,471$5.34M0.56%+10,69213F-HRTimeline
Provident Wealth Management, LLC139,836$5.32M1.61%+1,54113F-HRTimeline
Gateway Wealth Partners, LLC137,953$5.24M0.71%+20,30613F-HRTimeline
IMG Wealth Management, Inc.136,967$5.21M3.52%+22,00413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…131,490$5M0.09%+3,80913F-HRTimelineGroup
MAI Capital Management131,342$4.99M0.03%+60,45513F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.131,100$4.98M2.44%+3,01913F-HRTimeline
JPL Wealth Management, LLC129,844$4.94M1.17%-2,41013F-HRTimeline
CX Institutional128,352$4.88M0.15%-39613F-HRTimeline
Maia Wealth LLC127,460$4.84M0.82%-2,12013F-HRTimeline
Rehmann Capital Advisory Group126,383$4.81M0.26%+4,20013F-HRTimeline
Meridian Wealth Management, LLC120,320$4.57M0.18%+2,31113F-HRTimeline
Dynamic Advisor Solutions LLC119,829$4.56M0.13%+1,97613F-HRTimeline
LFA - Lugano Financial Advisors SA119,647$4.55M2.4%-7,29213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…118,731$4.51M0.76%-9,07313F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC114,599$4.36M4.15%-53413F-HRTimeline
LeClair Wealth Partners LLC114,224$4.34M2.71%-13,05013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC113,302$4.31M0.29%+1,70913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO110,880$4.22M<0.01%+9,55513F-HR/ATimelineGroup
Global Retirement Partners, LLC110,360$4.2M0.09%+12,71113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC109,845$4.18M0.01%+56,08813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC109,059$4.15M0.07%-21,21813F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.106,682$4.06M1.33%-2,39613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV106,433$4.05M0.27%+1,60913F-HRTimeline
Spectrum Wealth Advisory Group, LLC103,434$3.93M1.62%+1,48213F-HRTimeline
COZAD ASSET MANAGEMENT INC98,566$3.75M0.3%+5,62313F-HRTimeline
Baron Wealth Management LLC96,835$3.68M1.22%+6,17513F-HRTimeline
Merit Financial Group, LLC96,613$3.67M0.03%+17113F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…95,951$3.65M0.05%+3,13013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC95,692$3.64M0.32%+2,96813F-HRTimeline
Simplicity Wealth,LLC94,331$3.59M0.21%+1,06813F-HRTimeline
Prostatis Group LLC93,643$3.56M0.89%+23,33713F-HRTimeline
Virtus Family Office LLC93,244$3.55M3.32%+47,86113F-HRTimeline
Trueblood Wealth Management, LLC93,044$3.54M1.38%+2,46713F-HRTimeline
Capital Investment Advisory Services, L…92,496$3.52M0.28%+24,59813F-HRTimeline
Chris Bulman Inc92,083$3.5M1.75%+32,16313F-HRTimeline
Continuum Advisory, LLC90,018$3.42M0.36%+7,71513F-HRTimeline
Entruity Wealth, LLC89,654$3.41M2.65%+5,91813F-HRTimeline
Anderson Financial Strategies, LLC89,439$3.4M2.01%-70613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED87,799$3.34M0.25%+31,07213F-HRTimeline
LM Advisors LLC87,363$3.32M0.48%+59,84913F-HRTimeline
COMERICA BANK86,792$3.3M0.01%-84313F-HRTimeline
Kingsview Wealth Management, LLC86,076$3.27M0.05%-22,91413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management84,746$3.22M0.11%+2,40313F-HRTimelineGroup
Griffith & Werner, Inc.84,601$3.21M1.66%13F-HRTimeline
Mutual Advisors, LLC84,133$3.17M0.07%+3,42513F-HRTimeline
Trivium Point Advisory, LLC82,092$3.12M0.32%+2,02613F-HRTimeline
Mason & Associates Inc82,049$3.12M0.63%+5,62413F-HRTimeline
Formidable Asset Management, LLC87,779$3.1M0.49%+12,86213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management81,076$3.08M0.04%+15,55413F-HRTimelineGroup
Darwin Wealth Management, LLC79,359$3.02M0.96%-2,75513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC77,486$2.95M<0.01%-9,50813F-HRTimelineGroup
Forefront Wealth Partners, LLC76,343$2.9M0.73%-1,23213F-HRTimeline
CALTON & ASSOCIATES, INC.76,311$2.9M0.44%+4,17413F-HRTimeline
Moors & Cabot, Inc.75,581$2.87M0.13%+2,93213F-HRTimeline
Qube Research & Technologies Ltd75,245$2.86M<0.01%-293,46613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC75,087$2.85M1.2%+1,98713F-HRTimeline
Central Pacific Bank - Trust Division72,800$2.77M0.33%+2,53013F-HRTimeline
Marshall Financial Group, LLC71,940$2.74M0.53%+1,76613F-HRTimeline
RiverTree Advisors, LLC71,563$2.72M1.74%-41213F-HRTimeline
IFG Advisory, LLC71,457$2.72M0.12%-74,54413F-HRTimeline
Atlas Wealth LLC69,795$2.65M0.86%+1,92413F-HRTimeline
Regal Investment Advisors LLC69,243$2.63M0.17%+35,61113F-HRTimeline
Harvest Investment Services, LLC68,901$2.62M0.53%+75613F-HRTimeline
Concorde Asset Management, LLC68,727$2.6M1.09%13F-HRTimeline
Waverly Advisors, LLC66,772$2.54M0.03%+5,86013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC66,740$2.54M1.51%+1,22513F-HRTimeline
WEDBUSH SECURITIES INC63,945$2.43M0.08%-25,50213F-HRTimeline
WPG Advisers, LLC63,776$2.42M1.88%+3,54213F-HRTimeline
Arcadia Wealth Management, Inc.63,390$2.41M1.46%+8,14113F-HRTimeline
Cherry Creek Investment Advisors, Inc.62,945$2.39M1.03%+8,83013F-HRTimeline
Huntleigh Advisors, Inc.61,387$2.33M0.4%+1,32913F-HRTimeline
Fairway Financial, LLC60,828$2.31M1.82%+3,31813F-HRTimeline
United Advisor Group, LLC60,402$2.3M0.31%+12,62313F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…60,179$2.29M1.94%+1,17813F-HRTimeline
Ipsen Advisor Group LLC59,947$2.28M1.64%+1,68713F-HRTimeline
VALLEY NATIONAL ADVISERS INC58,799$2.23M0.35%+28213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …58,068$2.21M0.27%+34,63313F-HR/ATimelineGroup
Stonebridge Financial Planning Group, L…57,501$2.19M0.82%-79113F-HRTimeline
Proactive Wealth Strategies LLC56,918$2.16M0.93%-11313F-HRTimeline
Inscription Capital, LLC55,671$2.12M0.23%-4,45013F-HRTimeline
Capital Advantage, Inc.54,956$2.09M0.31%+10,71013F-HRTimeline
Keel Point, LLC52,888$2.01M0.12%+2,81813F-HRTimeline
Traction Financial Partners, LLC52,881$2.01M1.24%+17,44213F-HRTimeline
Koshinski Asset Management, Inc.52,540$2M0.13%+95613F-HRTimeline
Purus Wealth Management, LLC52,491$2M0.64%+28413F-HRTimeline
HBW ADVISORY SERVICES LLC51,867$1.97M0.22%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,805$1.97M<0.01%new13F-HRTimelineGroup
Arista Wealth Management, LLC50,471$1.92M0.24%-3,06313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,000$1.9M<0.01%-8,63013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$1.9M<0.01%+49,99013F-HRTimelineGroup
Jacobi Capital Management LLC49,682$1.89M0.11%+1,24213F-HRTimeline