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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

561 managers (568 13F filers) reported a position in SDVY shares at 2026-03-31, 205,350,601 shares in all. 56 filers opened a position and 23 filers sold out during the quarter.

Managers
561
13F filers
568
New
56
Added
287
Reduced
163
Sold out
23
Shares held by filers
205,350,601

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC24,870,852$981M0.26%-21,31713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18,583,991$733M0.04%+637,13513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,324,967$604M0.19%+1,219,70413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,623,609$498M0.1%+184,20613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,463,585$373M0.03%+564,13713F-HRTimelineGroup
Cetera Investment Advisers7,943,362$313M0.33%+227,42313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,670,911$263M0.05%+322,62213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,290,135$248M-651,380Timeline
Capital Investment Advisors, LLC4,575,086$180M2.64%+199,46313F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,945,429$156M0.14%-222,43113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,830,391$151M2.33%+1,114,59713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,760,032$148M+227,902Timeline
PARK NATIONAL CORP /OH/3,472,041$137M4.17%+66,10013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,455,328$136M0.19%-99,35613F-HRTimeline
HighTower Advisors, LLC2,973,960$117M0.12%-331,82813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,813,061$111M0.16%+9,42713F-HRTimelineGroup
LVZ, Inc.2,674,296$105M12.03%-130,83913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,653,798$105M0.14%+199,41513F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,597,783$102M0.26%+247,45513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,498,710$98.5M0.06%+298,88613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,958,945$77.2M+84,515Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,689,276$66.6M0.1%+260,35613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,480,558$58.4M0.17%+173,00713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,505,526$58.3M0.03%+396,26813F-HRTimelineGroup
Private Advisor Group, LLC1,444,960$57M0.27%+83,66013F-HRTimeline
MML INVESTORS SERVICES, LLC1,368,052$53.9M0.15%-296,61213F-HRTimeline
Southern Financial Group, LLC1,303,502$51.4M14.36%+11,69413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,282,194$50.6M0.09%+159,24713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC1,039,862$41M0.97%+1,032,57613F-HRTimeline
Vestmark Advisory Solutions, Inc.1,029,951$40.6M0.45%+1,022,66513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,026,458$40.5M2.2%-99413F-HRTimelineGroup
NewEdge Advisors, LLC932,398$36.8M0.13%-71,88113F-HR/ATimeline
Janney Montgomery Scott LLC911,680$35.9M0.09%+74,37513F-HRTimeline
JSF Financial, LLC891,631$35.2M6.89%+316,76413F-HRTimeline
Arkadios Wealth Advisors861,728$34M0.56%+566,03913F-HRTimeline
Prospera Financial Services Inc852,512$33.6M0.54%+107,62013F-HRTimeline
Western Wealth Management, LLC849,178$33.5M1.28%+92,76213F-HR/ATimeline
Independent Advisor Alliance824,540$32.5M0.35%new13F-HRTimeline
D.A. DAVIDSON & CO.736,973$29.1M0.18%+63,77713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD685,207$27M1.27%+174,73413F-HRTimeline
Integrated Wealth Concepts LLC653,431$25.8M0.21%+134,91513F-HRTimeline
Decker Wealth Management LLC628,685$24.8M5.63%-3,69213F-HRTimeline
Blue Chip Partners, LLC607,551$24M1.72%+16,72013F-HRTimeline
Sanctuary Advisors, LLC587,966$23.2M0.13%-80113F-HRTimeline
Aptus Capital Advisors, LLC578,589$22.8M0.19%+45,63813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…571,011$22.7M0.05%-24,95013F-HRTimeline
Trilogy Capital Inc.562,650$22.2M0.99%+8,91013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC547,352$21.6M1.37%+42,14613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP535,680$21.1M0.02%+80,68413F-HRTimelineGroup
Summit Financial, LLC532,862$21M0.27%+9,84713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.537,002$20.6M0.13%-24,52713F-HRTimelineGroup
Steward Partners Investment Advisory, L…521,538$20.6M0.1%+20,59213F-HRTimeline
Private Wealth Asset Management, LLC510,590$20.1M2.15%+153,00213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding495,448$19.5M+240,011Timeline
Wagner Wealth Management, LLC488,665$19.3M3.89%+13,82513F-HRTimeline
Sanchez Wealth Management Group451,725$17.8M3.85%+5,49213F-HRTimeline
CWM, LLCin group CWM, LLC449,821$17.7M0.05%+1,34913F-HRTimelineGroup
Advantage Trust Co443,500$17.5M7.84%+4,63613F-HRTimeline
&PARTNERS434,608$17.1M0.08%-18,68013F-HRTimeline
Crumly & Associates Inc.433,507$17.1M3.59%-43,20913F-HRTimeline
Solano Wealth Investment Advisors LLC425,107$16.8M8.35%-6,35213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding421,335$16.6M-96,569Timeline
INDEPENDENT FINANCIAL GROUP, LLC418,090$16.5M0.37%+17,23313F-HR/ATimeline
Focus Financial Network, Inc.415,114$16.4M0.59%+19,27313F-HRTimeline
Richmond Investment Services, LLC414,692$16.4M2.64%+17,97213F-HRTimeline
DAGCO, INC.413,183$16.3M3.53%+42,99913F-HRTimeline
Pine Valley Investments Ltd Liability Co386,211$15.2M0.74%-48,49913F-HRTimeline
B & T Capital Management DBA Alpha Capi…363,033$14.3M2.07%+1,18713F-HRTimeline
Gateway Wealth Partners, LLC351,046$13.8M0.54%+204,09813F-HRTimeline
J.W. COLE ADVISORS, INC.333,920$13.2M0.44%+11,93013F-HRTimeline
Aft, Forsyth & Sober, LLC329,600$13M3.96%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …318,732$12.6M0.24%+5,60513F-HRTimelineGroup
Sigma Planning Corp300,698$11.9M0.33%+9,01613F-HRTimeline
RFG Advisory, LLC300,293$11.8M0.22%+40,64713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC297,107$11.7M0.38%+30,92413F-HRTimeline
Golden State Wealth Management, LLC297,058$11.7M1.28%+3,90413F-HRTimeline
Foundations Investment Advisors, LLC293,906$11.6M0.14%+25,19413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC293,256$11.6M2.31%+35,66913F-HRTimeline
Procyon Advisors, LLC291,405$11.5M0.57%+44,14313F-HRTimeline
S Harris Financial Group, LLC284,420$11.2M10.23%+5,20813F-HRTimeline
Randall & Associates Wealth Management281,674$11.1M7.49%+110,60113F-HRTimeline
PINNACLE ASSOCIATES LTD279,780$11M0.14%+27,07613F-HRTimeline
TrueWealth Advisors, LLC266,637$10.5M2.64%-5,97413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC264,602$10.4M0.1%-26,09413F-HRTimelineGroup
PSI Advisors, LLC258,753$10.2M2.44%+8,09013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\257,694$10.2M0.01%+27,64713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.254,193$10M0.54%-182,73213F-HRTimelineGroup
Hobart Private Capital, LLC244,264$9.63M1.89%+72,34213F-HRTimeline
Econ Financial Services Corp241,302$9.51M4.42%+61,58313F-HRTimeline
Atria Investments, Inc240,787$9.49M0.11%+1,13313F-HRTimeline
Arax Advisory Partners237,546$9.37M0.26%+8,43013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV224,997$8.87M0.46%+19,93213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …222,880$8.79M0.11%+32,11713F-HRTimelineGroup
Certified Advisory Corp215,374$8.49M0.76%+2,09713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…211,777$8.35M0.15%+9,02213F-HRTimelineGroup
VestGen Advisors, LLC200,652$8.31M0.23%-5,38713F-HRTimeline
Mariner, LLCin group Mariner, LLC210,001$8.28M0.01%+5,15213F-HRTimelineGroup
My Portfolio Guide, LLC208,576$8.22M4.55%13F-HRTimeline
First Heartland Consultants, Inc.206,615$8.15M0.62%-25,66013F-HRTimeline
Triumph Capital Management206,474$8.14M1.66%-1,60513F-HRTimeline
LCW Services, LLC205,084$8.09M4.02%new13F-HRTimeline
Southland Equity Partners LLC204,902$8.08M1.57%+5,01613F-HRTimeline
Qube Research & Technologies Ltd203,663$8.03M0.01%-140,30413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…202,034$7.97M0.31%-2,76013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC199,870$7.88M0.25%-3,70213F-HRTimeline
Visionary Wealth Advisors199,747$7.88M0.35%+5,51513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC198,983$7.85M0.12%+10,47313F-HRTimelineGroup
ARVEST INVESTMENTS, INC.197,847$7.8M1.06%-65,71113F-HRTimeline
Capital Investment Counsel, LLC197,043$7.77M1.06%-7,24613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…193,437$7.63M0.52%+17,69213F-HRTimeline
Baron Wealth Management LLC187,931$7.41M2.22%+22,06213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …183,618$7.24M0.06%+12,70413F-HRTimelineGroup
IHT Wealth Management, LLC183,447$7.23M0.17%-22,47613F-HRTimeline
Uniting Wealth Partners, LLC183,381$7.23M1.54%-11,41813F-HRTimeline
Csenge Advisory Group183,235$7.22M0.33%+56,81813F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.182,228$7.19M3.29%+25,32213F-HRTimeline
Ameliora Wealth Management Ltd.175,394$6.92M2.2%+173,31913F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC173,094$6.83M6.04%+2,57813F-HRTimeline
KPP Advisory Services LLC168,578$6.65M0.97%-10,61013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC166,963$6.58M0.45%-70713F-HRTimeline
Owen LaRue, LLC164,642$6.49M2.49%+14,77613F-HRTimeline
Key Client Fiduciary Advisors, LLC161,187$6.36M2.18%+4,74913F-HRTimeline
MAI Capital Management161,074$6.35M0.04%-1,69513F-HRTimeline
Aprio Wealth Management, LLC160,773$6.34M0.35%-5,77513F-HRTimeline
Rehmann Capital Advisory Group158,946$6.27M0.33%+26,07513F-HRTimeline
Ashton Thomas Private Wealth, LLC153,726$6.06M0.14%+9,28513F-HRTimeline
Gaddis Premier Wealth Advisors LLC152,033$5.99M4.43%+2,78213F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…150,973$5.95M4.66%+9,43813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…147,448$5.81M0.06%+8,84113F-HRTimelineGroup
Bravera Wealth144,594$5.7M2.57%+19,06913F-HRTimeline
Mach-1 Financial Group, LLC144,593$5.7M2.01%-142,37313F-HRTimeline
Simplicity Wealth,LLC144,108$5.68M0.32%+58,37813F-HRTimeline
Fairvoy Private Wealth, LLC141,150$5.57M1.33%-161,92113F-HRTimeline
Provident Wealth Management, LLC140,345$5.53M1.67%-1,02813F-HRTimeline
IMG Wealth Management, Inc.139,732$5.51M3.51%-6,42413F-HRTimeline
Chris Bulman Inc138,692$5.47M2.4%+27,02213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO137,666$5.3M<0.01%+26,20213F-HR/ATimelineGroup
CX Institutional127,812$5.04M0.15%-5,03613F-HRTimeline
Gerald Baker Financial Group LLC123,016$4.85M1.54%13F-HR/ATimeline
JPL Wealth Management, LLC121,542$4.79M1.1%-3,00713F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…120,647$4.76M0.36%+63,82913F-HRTimelineGroup
Meridian Wealth Management, LLC119,904$4.73M0.17%-2,77913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC119,437$4.71M0.35%+5,72713F-HRTimeline
Dynamic Advisor Solutions LLC118,356$4.67M0.15%-4,11713F-HRTimeline
Main Street Financial Solutions, LLC114,290$4.51M0.33%+3,50113F-HRTimeline
Gladstone Institutional Advisory LLC112,877$4.45M0.16%-6,05913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management111,235$4.39M0.05%+17,66013F-HRTimelineGroup
Proactive Wealth Strategies LLC110,418$4.35M0.82%+54,59913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding109,970$4.34M+100,101Timeline
FSB PREMIER WEALTH MANAGEMENT, INC.109,717$4.33M1.36%+2,15013F-HRTimeline
Kingsview Wealth Management, LLC109,663$4.32M0.06%+18,66713F-HRTimeline
COZAD ASSET MANAGEMENT INC108,781$4.29M0.34%+8,88013F-HRTimeline
Oxford Wealth Group, LLC107,922$4.26M2.32%+63,63313F-HRTimeline
Virtus Family Office LLC107,918$4.26M3.63%+1,49113F-HRTimeline
Catalyst Investment Management LLC100,646$4.25M4.71%-19,01413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC106,209$4.19M0.32%-11,05713F-HRTimeline
Wisconsin Wealth Advisors, LLC103,069$4.06M4%+1,80413F-HRTimeline
Spectrum Wealth Advisory Group, LLC101,927$4.02M1.49%-414,51713F-HRTimeline
Continuum Advisory, LLC101,436$4M0.38%+1,69213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC101,149$3.99M0.06%-5,36113F-HRTimelineGroup
Regal Investment Advisors LLC100,055$3.95M0.23%+15,85513F-HRTimeline
Maia Wealth LLC98,394$3.88M0.66%-3,62713F-HRTimeline
Boyer Financial Services, Inc.96,951$3.82M4.05%+1,04513F-HRTimeline
Sound Portfolio Advisors, LLC96,075$3.79M3.08%-1,69213F-HRTimeline
Trueblood Wealth Management, LLC95,381$3.76M1.47%+1,15213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…91,160$3.59M0.04%-2,01613F-HRTimelineGroup
Prostatis Group LLC90,364$3.56M0.91%-4,32913F-HRTimeline
Forefront Wealth Partners, LLC88,968$3.51M1.47%+12,66013F-HRTimeline
IFC & Insurance Marketing, Inc.88,394$3.49M3.64%+28,70113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC88,388$3.49M1.85%+8,69913F-HRTimeline
Griffith & Werner, Inc.86,694$3.42M1.69%+10,16713F-HRTimeline
Mutual Advisors, LLC86,392$3.41M0.07%-13,62613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC86,346$3.4M1.07%+1,81313F-HRTimeline
CARLSON FINANCIAL, INC.85,692$3.38M1.99%-86413F-HRTimeline
DAVENPORT & Co LLC84,963$3.35M0.02%-1,78613F-HRTimeline
PCG Wealth Advisors, LLC84,541$3.33M0.84%+36,06013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.83,519$3.29M0.03%new13F-HRTimelineGroup
Capital Advantage, Inc.81,772$3.22M0.42%+4,54013F-HRTimeline
United Advisor Group, LLC81,268$3.2M0.4%+3,44213F-HRTimeline
Maridea Wealth Management LLC80,975$3.19M0.47%+21,05713F-HRTimeline
MGO ONE SEVEN LLC80,138$3.16M0.06%+82913F-HRTimeline
VALLEY NATIONAL ADVISERS INC79,838$3.15M0.41%+17,35513F-HRTimeline
Mason & Associates Inc81,677$3.14M0.61%+2,31713F-HRTimeline
Marshall Financial Group, LLC79,603$3.14M0.5%-1,64213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP79,600$3.14M<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management77,076$3.04M0.1%-7,37913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED76,256$3.01M0.22%-16,58213F-HRTimeline
Moors & Cabot, Inc.76,054$3M0.13%-50813F-HRTimeline
Goldenstone Wealth Management LLC75,884$2.99M2.18%-3,62613F-HRTimeline
Formidable Asset Management, LLC77,668$2.98M0.46%-5,82813F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV75,426$2.97M1.63%+7,50113F-HRTimeline
WEDBUSH SECURITIES INC73,565$2.9M0.08%+9,42713F-HRTimeline
Capital Investment Advisory Services, L…73,426$2.9M0.21%-21,78213F-HRTimeline
Darwin Wealth Management, LLC73,270$2.89M0.9%-4,66813F-HRTimeline
Central Pacific Bank - Trust Division72,800$2.87M0.37%013F-HRTimeline
Atlas Wealth LLC72,463$2.86M0.86%+1,23513F-HR/ATimeline
RiverTree Advisors, LLC72,178$2.85M1.8%-90913F-HRTimeline
Stone Wealth Partners72,156$2.85M2.55%+7,77313F-HRTimeline
CALTON & ASSOCIATES, INC.71,993$2.84M0.41%-4,60113F-HRTimeline
Arcadia Wealth Management, Inc.71,362$2.81M1.52%+3,95713F-HRTimeline