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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

529 managers (535 13F filers) reported a position in SDVY shares at 2025-12-31, 194,537,537 shares in all. 49 filers opened a position and 27 filers sold out during the quarter.

Managers
529
13F filers
535
New
49
Added
272
Reduced
135
Sold out
27
Shares held by filers
194,537,537

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC24,892,169$954M0.26%+1,135,80013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY17,946,856$688M0.04%+130,88513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,105,263$541M0.17%+1,261,24913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,439,403$477M0.09%-86,13713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,899,448$341M0.02%+917,05913F-HRTimelineGroup
Cetera Investment Advisers7,715,939$296M0.32%+451,66213F-HRTimeline
UBS Group AGgroup of 2 filers holding6,941,515$266M+194,723Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,348,289$243M0.04%+358,82013F-HRTimelineGroup
Capital Investment Advisors, LLC4,375,623$168M2.56%+204,79713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,167,860$160M0.14%+189,85813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,554,684$136M0.18%+170,25313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,532,130$135M+256,216Timeline
PARK NATIONAL CORP /OH/3,405,941$131M4.07%-6,23413F-HRTimeline
HighTower Advisors, LLC3,305,788$127M0.14%+178,73613F-HRTimeline
LVZ, Inc.2,805,135$107M12.02%+4,38613F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,803,634$107M0.16%-162,54113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,715,794$104M2.11%-204,87513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,454,383$94.1M0.13%-3,80013F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,350,328$90.1M0.24%+163,30913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,199,824$84.3M0.05%+65,62013F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,874,430$71.8M+186,769Timeline
MML INVESTORS SERVICES, LLC1,664,664$63.8M0.16%+63,07513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,428,920$54.8M0.09%+40,16113F-HRTimelineGroup
Private Advisor Group, LLC1,361,300$52.2M0.25%+67,30013F-HRTimeline
BLAIR WILLIAM & CO/IL1,307,551$50.1M0.13%+27,02513F-HRTimeline
Southern Financial Group, LLC1,291,808$49.5M14.17%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,122,947$43M0.08%+538,69213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,109,258$42.5M0.03%+255,08013F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,027,452$39.4M2.07%+444,56713F-HRTimelineGroup
NewEdge Advisors, LLC1,004,279$38.5M0.14%+86,70813F-HRTimeline
Janney Montgomery Scott LLC837,305$32.1M0.07%+88,76113F-HRTimeline
Western Wealth Management, LLC756,416$29M1.34%+104,52913F-HRTimeline
Prospera Financial Services Inc744,892$28.6M0.47%-59,85913F-HRTimeline
D.A. DAVIDSON & CO.673,196$25.8M0.16%+3,57913F-HRTimeline
Decker Wealth Management LLC632,377$24.2M5.32%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…595,961$23.7M0.03%+15,79613F-HRTimeline
Blue Chip Partners, LLC590,831$22.6M1.64%+27,82213F-HRTimeline
Sanctuary Advisors, LLC588,767$22.6M0.12%+2,46513F-HRTimeline
JSF Financial, LLC574,867$22M4.57%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.561,529$21.5M0.15%+51,33713F-HRTimelineGroup
Trilogy Capital Inc.553,740$21.2M0.95%new13F-HRTimeline
Aptus Capital Advisors, LLC532,951$20.4M0.17%+62,55113F-HRTimeline
Summit Financial, LLC523,015$20M0.29%-3,16713F-HRTimeline
Integrated Wealth Concepts LLC518,516$19.9M0.24%-166,35313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding517,904$19.8M+10,903Timeline
Spectrum Wealth Advisory Group, LLC516,444$19.8M7.27%+413,01013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD510,473$19.6M0.94%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC505,206$19.4M1.21%+66,39413F-HRTimeline
Steward Partners Investment Advisory, L…500,946$19.2M0.11%+6,38913F-HRTimeline
Crumly & Associates Inc.476,716$18.3M3.83%+80,50613F-HRTimeline
Wagner Wealth Management, LLC474,840$18.2M3.87%+8,82213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP454,996$17.4M0.01%-138,54513F-HRTimelineGroup
&PARTNERS453,288$17.4M0.09%+150,31513F-HRTimeline
CWM, LLCin group CWM, LLC448,472$17.2M0.05%+30,84513F-HRTimelineGroup
Sanchez Wealth Management Group446,233$17.1M3.66%+42,67613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.436,925$16.9M0.73%-2,99413F-HRTimelineGroup
Advantage Trust Co438,864$16.8M7.58%+5,65113F-HRTimeline
Pine Valley Investments Ltd Liability Co434,710$16.7M0.83%+4,14413F-HRTimeline
Solano Wealth Investment Advisors LLC431,459$16.5M8.19%-42213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC400,857$15.4M0.34%-4,48613F-HRTimeline
Richmond Investment Services, LLC396,720$15.2M2.63%+42,27013F-HRTimeline
Focus Financial Network, Inc.395,841$15.2M0.53%+18,63713F-HRTimeline
DAGCO, INC.370,184$14.2M3.28%+11,13513F-HRTimeline
B & T Capital Management DBA Alpha Capi…361,846$13.9M1.95%+9,61713F-HRTimeline
Private Wealth Asset Management, LLC357,588$13.7M1.49%+76,03913F-HRTimeline
Qube Research & Technologies Ltd343,967$13.2M0.02%+268,72213F-HRTimeline
Aft, Forsyth & Sober, LLC329,600$12.6M3.83%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …313,127$12M0.24%+4,80113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.321,990$11.9M0.29%+14,75013F-HRTimeline
Fairvoy Private Wealth, LLC303,071$11.6M2.6%+8,41913F-HRTimeline
Arkadios Wealth Advisors295,689$11.3M0.22%+9,28313F-HRTimeline
Golden State Wealth Management, LLC293,154$11.2M1.19%-12,11713F-HRTimeline
Sigma Planning Corp291,682$11.2M0.31%-4,31013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC290,696$11.1M0.12%-29,54013F-HRTimelineGroup
Mach-1 Financial Group, LLC286,966$11M2.26%new13F-HRTimeline
S Harris Financial Group, LLC279,212$10.7M10.25%13F-HRTimeline
TrueWealth Advisors, LLC272,611$10.4M2.71%+8,64213F-HRTimeline
Foundations Investment Advisors, LLC268,712$10.3M0.14%+3,72513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC266,183$10.2M0.18%+248,68513F-HR/ATimeline
ARVEST INVESTMENTS, INC.263,558$10.1M1.42%+25,49013F-HRTimeline
RFG Advisory, LLC259,646$9.95M0.19%-46,69013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC257,587$9.87M2.07%+12,85513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding255,437$9.79M+206,881Timeline
PINNACLE ASSOCIATES LTD252,704$9.68M0.12%+19,45213F-HRTimeline
PSI Advisors, LLC250,663$9.66M2.43%+7,15813F-HRTimeline
Procyon Advisors, LLC247,262$9.48M0.47%+9,21813F-HRTimeline
Atria Investments, Inc239,654$9.18M0.1%+2,26813F-HRTimeline
First Heartland Consultants, Inc.232,275$8.9M0.67%-7,02813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\230,047$8.82M0.01%+5,07313F-HRTimelineGroup
Arax Advisory Partners229,116$8.78M0.26%new13F-HRTimeline
Certified Advisory Corp213,277$8.17M0.74%+3,49113F-HRTimeline
Triumph Capital Management208,079$7.97M1.72%-4,03213F-HRTimeline
VestGen Advisors, LLC206,039$7.9M0.34%-52,11413F-HRTimeline
IHT Wealth Management, LLC205,923$7.89M0.19%+2,04513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV205,065$7.86M0.41%+17,54713F-HRTimeline
Mariner, LLCin group Mariner, LLC204,849$7.85M0.01%+3,74013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…204,794$7.85M0.25%-2,68313F-HRTimelineGroup
Capital Investment Counsel, LLC204,289$7.83M1.09%-1,42913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC203,572$7.8M0.25%-13,78713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…202,755$7.77M0.15%+183,68913F-HRTimelineGroup
Southland Equity Partners LLC199,886$7.66M1.51%+1,72813F-HRTimeline
Uniting Wealth Partners, LLC194,799$7.46M2.29%-5,34213F-HRTimeline
Visionary Wealth Advisors194,232$7.44M0.34%-15,43413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …190,763$7.31M0.1%-10,45213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC188,510$7.22M0.11%+11,93213F-HRTimelineGroup
Econ Financial Services Corp179,719$6.89M3.45%+37,18413F-HRTimeline
KPP Advisory Services LLC179,188$6.87M1%-5,52913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…175,745$6.73M0.46%+14,17313F-HRTimeline
Hobart Private Capital, LLC171,922$6.59M1.29%+1,35513F-HRTimeline
Randall & Associates Wealth Management171,073$6.56M4.54%-1,09713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …170,914$6.55M0.05%13F-HR/ATimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC170,516$6.53M5.87%+15213F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC167,670$6.43M0.44%-39913F-HRTimeline
Aprio Wealth Management, LLC166,548$6.38M0.37%-2,40413F-HRTimeline
Baron Wealth Management LLC165,869$6.36M1.96%+69,03413F-HRTimeline
MAI Capital Management162,769$6.24M0.04%+31,42713F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.156,906$6.01M2.84%+25,80613F-HRTimeline
Key Client Fiduciary Advisors, LLC156,438$5.99M2.08%-25313F-HRTimeline
Owen LaRue, LLC149,866$5.74M2.18%-72,15713F-HRTimeline
Gaddis Premier Wealth Advisors LLC149,251$5.72M4.34%13F-HRTimeline
Gateway Wealth Partners, LLC146,948$5.63M0.63%+8,99513F-HRTimeline
IMG Wealth Management, Inc.146,156$5.6M3.56%+9,18913F-HRTimeline
Ashton Thomas Private Wealth, LLC144,441$5.53M0.14%+2,43113F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…141,535$5.43M4.58%13F-HRTimeline
Provident Wealth Management, LLC141,373$5.42M1.6%+1,53713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…138,607$5.31M0.06%+7,11713F-HRTimelineGroup
Rehmann Capital Advisory Group132,871$5.09M0.27%+6,48813F-HRTimeline
CX Institutional132,848$5.09M0.15%+4,49613F-HRTimeline
Csenge Advisory Group126,417$4.84M0.22%+85,70213F-HRTimeline
Bravera Wealth125,525$4.81M2.41%13F-HRTimeline
JPL Wealth Management, LLC124,549$4.77M1.16%-5,29513F-HRTimeline
Meridian Wealth Management, LLC122,683$4.7M0.17%+2,36313F-HRTimeline
Dynamic Advisor Solutions LLC122,473$4.69M0.15%+2,64413F-HRTimeline
Catalyst Investment Management LLC119,660$4.59M4.34%13F-HRTimeline
Gladstone Institutional Advisory LLC118,936$4.56M0.17%-38,10813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC117,266$4.49M0.36%+21,57413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC113,710$4.36M0.31%+40813F-HRTimeline
Chris Bulman Inc111,670$4.28M1.89%+19,58713F-HRTimeline
AssuredPartners Investment Advisors, LLC111,604$4.28M0.64%+90,79713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO111,464$4.27M<0.01%+58413F-HRTimelineGroup
Maia Wealth LLC102,021$4.27M0.73%-25,43913F-HRTimeline
Main Street Financial Solutions, LLC110,789$4.25M0.32%+78,78413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.109,233$4.19M<0.01%new13F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.107,567$4.12M1.31%+88513F-HRTimeline
LFA - Lugano Financial Advisors SA106,958$4.1M2.12%-12,68913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC106,510$4.08M0.07%-2,54913F-HRTimelineGroup
Virtus Family Office LLC106,427$4.08M3.52%+13,18313F-HRTimeline
Global Retirement Partners, LLC103,777$3.98M0.07%-6,58313F-HRTimeline
Wisconsin Wealth Advisors, LLC101,265$3.88M3.8%-13,33413F-HRTimeline
Mutual Advisors, LLC100,018$3.83M0.08%+15,88513F-HRTimeline
COZAD ASSET MANAGEMENT INC99,901$3.83M0.3%+1,33513F-HRTimeline
Continuum Advisory, LLC99,744$3.82M0.38%+9,72613F-HRTimeline
Sound Portfolio Advisors, LLC97,767$3.75M3.15%13F-HRTimeline
Boyer Financial Services, Inc.95,906$3.71M3.94%13F-HRTimeline
Capital Investment Advisory Services, L…95,208$3.65M0.26%+2,71213F-HRTimeline
Prostatis Group LLC94,693$3.63M0.87%+1,05013F-HRTimeline
Trueblood Wealth Management, LLC94,229$3.61M1.41%+1,18513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED92,838$3.6M0.24%+5,03913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management93,575$3.59M0.04%+12,49913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…93,176$3.57M0.04%-2,77513F-HRTimelineGroup
Kingsview Wealth Management, LLC90,996$3.49M0.05%+4,92013F-HRTimeline
DAVENPORT & Co LLC86,749$3.32M0.02%+60,33213F-HRTimeline
CARLSON FINANCIAL, INC.86,556$3.32M1.92%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…86,295$3.31M<0.01%+44,10813F-HRTimelineGroup
Simplicity Wealth,LLC85,730$3.29M0.2%-8,60113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC84,533$3.24M1.01%+9,44613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management84,455$3.24M0.11%-29113F-HRTimelineGroup
Regal Investment Advisors LLC84,200$3.23M0.19%+14,95713F-HRTimeline
Formidable Asset Management, LLC83,496$3.17M0.46%-4,28313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC82,148$3.15M<0.01%-27,69713F-HRTimelineGroup
Trivium Point Advisory, LLC82,141$3.15M0.32%+4913F-HRTimeline
Marshall Financial Group, LLC81,245$3.11M0.6%+9,30513F-HRTimeline
COMERICA BANK80,972$3.1M0.01%-5,82013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC79,689$3.05M1.7%+12,94913F-HRTimeline
Goldenstone Wealth Management LLC79,510$3.05M2.28%13F-HRTimeline
Mason & Associates Inc79,360$3.04M0.57%-2,68913F-HRTimeline
MGO ONE SEVEN LLC79,309$3.04M0.06%+36,54113F-HRTimeline
Darwin Wealth Management, LLC77,938$2.99M0.93%-1,42113F-HRTimeline
United Advisor Group, LLC77,826$2.98M0.38%+17,42413F-HRTimeline
Capital Advantage, Inc.77,232$2.96M0.4%+22,27613F-HRTimeline
CALTON & ASSOCIATES, INC.76,594$2.94M0.43%+28313F-HRTimeline
Moors & Cabot, Inc.76,562$2.93M0.13%+98113F-HRTimeline
Griffith & Werner, Inc.76,527$2.93M1.49%-8,07413F-HRTimeline
Forefront Wealth Partners, LLC76,308$2.92M1.38%-3513F-HRTimeline
Anderson Financial Strategies, LLC75,302$2.89M1.68%-14,13713F-HRTimeline
RiverTree Advisors, LLC73,087$2.8M1.79%+1,52413F-HRTimeline
Central Pacific Bank - Trust Division72,800$2.79M0.34%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd71,348$2.73M0.06%+27,87513F-HRTimeline
Atlas Wealth LLC71,228$2.73M0.83%+1,43313F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV67,925$2.6M1.45%13F-HRTimeline
Waverly Advisors, LLC67,426$2.58M0.02%+65413F-HRTimeline
Arcadia Wealth Management, Inc.67,405$2.58M1.48%+4,01513F-HRTimeline
Fairway Financial, LLC65,580$2.51M1.9%+4,75213F-HRTimeline
Stone Wealth Partners64,383$2.47M2.2%13F-HRTimeline
Traction Financial Partners, LLC64,236$2.46M1.46%+11,35513F-HRTimeline
WEDBUSH SECURITIES INC64,138$2.46M0.07%+19313F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…63,753$2.44M1.73%+3,57413F-HRTimeline
VALLEY NATIONAL ADVISERS INC62,483$2.39M0.33%+3,68413F-HRTimeline
Cherry Creek Investment Advisors, Inc.62,324$2.39M1.02%-62113F-HRTimeline
OakTrust Wealth Advisors, LLC61,940$2.37M2.19%13F-HRTimeline