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Disclosery

SDVY FIRST TR EXCHANGE TRADED FD

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SMID RISNG ETF (fund)

Filings received so far for Q3 2026: 40 13F filers report a position in SDVY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
PARK NATIONAL CORP /OH/3,584,904$145M3.95%+54,36613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…919,037$37.6M0.06%+48,32313F-HRTimeline
Decker Wealth Management LLC637,438$25.9M5.25%-13,38813F-HRTimeline
Crumly & Associates Inc.574,336$23.3M4.14%+105,50713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC408,959$16.6M0.3%-9,56313F-HRTimeline
TrueWealth Advisors, LLC288,345$11.7M2.63%+11,20413F-HRTimeline
First Heartland Consultants, Inc.214,874$8.72M0.58%-2,02813F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…161,756$6.56M4.3%+4,21713F-HRTimeline
CX Institutional137,094$5.56M0.15%+6,74713F-HRTimeline
Gerald Baker Financial Group LLC132,332$5.37M1.52%+2,18013F-HRTimeline
Dynamic Advisor Solutions LLC128,870$5.23M0.15%-3,46613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC112,242$4.55M0.3%+98613F-HRTimeline
Wisconsin Wealth Advisors, LLC102,990$4.18M3.51%+32813F-HRTimeline
RiverTree Advisors, LLC73,050$2.96M1.77%-47613F-HRTimeline
Farther Finance Advisors, LLC47,277$1.92M0.01%+17,86213F-HRTimeline
Ballew Advisors, Inc37,731$1.56M0.77%-73613F-HRTimeline
Balefire, LLC31,097$1.26M0.2%-43613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC27,398$1.11M0.72%-1,41213F-HRTimeline
Avidian Wealth Enterprises, LLC26,492$1.08M0.03%013F-HRTimeline
Stegent Equity Advisors, Inc.26,425$1.07M0.85%-34,96313F-HRTimeline
Avior Wealth Management, LLC25,026$1.02M0.03%+2,48313F-HRTimeline
Kaydan Wealth Management, Inc.19,485$791K0.27%+47113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14,069$571K0.39%-19713F-HRTimeline
Objective Capital Management, LLC13,217$536K0.48%-4313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.10,473$425K0.07%-1,28313F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV6,950$282K0.2%new13F-HRTimeline
NorthCrest Asset Manangement, LLC6,738$278K0.01%+96913F-HRTimeline
Grove Bank & Trust5,500$223K0.02%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,159$209K0.12%new13F-HRTimeline
OMNI 360 Wealth, Inc.5,073$206K0.09%+213F-HRTimeline
Olistico Wealth, LLC1,018$41.3K0.02%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC788$32K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.685$27.8K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC635$25.8K<0.01%013F-HRTimeline
GAMMA Investing LLC542$22K<0.01%new13F-HRTimeline
GoalVest Advisory LLC477$19.4K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton474$19.2K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST220$8.93K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA207$8.4K<0.01%013F-HRTimeline
GK Wealth Management LLC50$2.03K<0.01%new13F-HRTimeline