Security record · archived quarter
RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
61Tracked holders
+1Δ holders
141.59MShares held
$9.84BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.7% ·
share flow -1.3% ·
net new positions +1.6%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | -4 | 151.86M | $12.30B | +3 | −7 |
| Q1 2026 | 65 | +3 | 147.53M | $10.07B | +4 | −1 |
| Q4 2025 | 61 | +1 | 141.59M | $9.84B | +1 | — |
| Q3 2025 | 9 | +2 | 22.79M | $1.53B | +2 | — |
| Q2 2025 | 5 | -1 | 153.54K | $9.63M | +1 | −2 |
| Q1 2025 | 4 | +1 | 102.71K | $6.01M | +2 | −1 |
| Q4 2024 | 3 | -1 | 84.85K | $5.02M | — | −1 |
| Q3 2024 | 4 | +1 | 68.91K | $4.08M | +1 | — |
| Q2 2024 | 3 | — | 67.48K | $3.69M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 30.50M | — | $2.12B | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 20.15M | +4.9% | $1.40B | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 11.29M | — | $784.02M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 11.28M | — | $783.36M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 9.04M | — | $628.12M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 7.23M | — | $501.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | UBS Group AG | 5.99M | — | $416.44M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 5.56M | — | $385.94M | 0.5% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 5.15M | — | $357.57M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 4.72M | — | $328.09M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 11 | Osaic Holdings, Inc. | 3.91M | — | $271.84M | 0.4% | n/c | 1 | SEC ↗ ×4 |
| 12 | Cetera Investment Advisers | 3.74M | — | $260.13M | 0.3% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 2.72M | — | $188.79M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 2.48M | — | $172.05M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 15 | Corient Private Wealth LP | 2.35M | — | $163.53M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 16 | Truist Financial Corp | 1.63M | — | $112.97M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 17 | Jones Financial Companies Lllp | 1.57M | — | $109.02M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 1.50M | — | $103.99M | 0.3% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 1.45M | — | $100.96M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.40M | — | $97.32M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 1.05M | — | $72.96M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 22 | Baird Financial Group, Inc. | 1.02M | — | $71.19M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 23 | Cwm, Llc | 970.83K | — | $67.44M | 0.2% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 952.00K | — | $66.14M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 25 | Blair William & Co/Il | 753.31K | — | $52.33M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 628.84K | -81.6% | $43.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 27 | Bnp Paribas Financial Markets | 554.95K | — | $38.55M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citigroup Inc | 387.27K | — | $26.90M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 366.14K | — | $25.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 293.60K | — | $21.25M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 203.19K | — | $14.12M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 150.24K | — | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 69.97K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Creative Planning | 57.03K | — | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 47.70K | -20.9% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Focus Partners Wealth | 45.55K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 43.33K | +7.2% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Quantinno Capital Management LP | 43.15K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 36.16K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Gotham Asset Management ✦ | 34.88K | +175.6% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 32.36K | -5.3% | $2.25M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 42 | First Trust Advisors Lp | 31.91K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Brown Advisory Inc | 28.76K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 21.79K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Nomura Asset Management Co Ltd | 19.84K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cibc World Market Inc. | 16.15K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 15.00K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Cerity Partners LLC | 10.18K | — | $707,344 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Julius Baer & Co. Ltd, Zurich | 9.04K | — | $628,353 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 7.25K | New | $504,023 | 0.0% | New | 1 | SEC ↗ ×2 |
| 51 | Captrust Financial Advisors | 6.13K | — | $425,673 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 4.63K | -41.7% | $321,716 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 53 | Fisher Asset Management ✦ | 4.52K | -30.6% | $314,067 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Lido Advisors, LLC | 3.80K | — | $256,724 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fifth Third Bancorp | 2.12K | — | $147,276 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 1.92K | — | $133,452 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 1.27K | — | $88,366 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | BlackRock ✦ (passive) | 482 | -17.2% | $33,450 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 59 | Allspring Global Investments… | 150 | — | $10,755 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 106 | — | $7,364 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Simplex Trading, Llc | 59 | — | $4,098 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $504,023 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 750 holders, 213.72M shares, $14.16B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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