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RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
61الحاملون المتتبعون
+1Δ المساهمون
141.59Mالأسهم المحتفظ بها
$9.84Bالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−0الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +1.7% ·
تدفق الأسهم -1.3% ·
المراكز الجديدة الصافية +1.6%
· الصيغة
تشتت الملكية: مزيد من الملّاك وحصة إجمالية أصغر.
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 843.06K | $66.70M | n/a | n/a |
| 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 | n/a |
| Q3 2025 | 9 | +2 | 22.79M | $1.53B | +2 | n/a |
| 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 | n/a | −1 |
| Q3 2024 | 4 | +1 | 68.91K | $4.08M | +1 | n/a |
| Q2 2024 | 3 | n/a | 67.48K | $3.69M | n/a | n/a |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 30.50M | n/a | $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 | n/a | $784.02M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 11.28M | n/a | $783.36M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 9.04M | n/a | $628.12M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 7.23M | n/a | $501.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | UBS Group AG | 5.99M | n/a | $416.44M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 5.56M | n/a | $385.94M | 0.5% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 5.15M | n/a | $357.57M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 4.72M | n/a | $328.09M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 11 | Osaic Holdings, Inc. | 3.91M | n/a | $271.84M | 0.4% | n/c | 1 | SEC ↗ ×4 |
| 12 | Cetera Investment Advisers | 3.74M | n/a | $260.13M | 0.3% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 2.72M | n/a | $188.79M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 2.48M | n/a | $172.05M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 15 | Corient Private Wealth LP | 2.35M | n/a | $163.53M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 16 | Truist Financial Corp | 1.63M | n/a | $112.97M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 17 | Jones Financial Companies Lllp | 1.57M | n/a | $109.02M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 1.50M | n/a | $103.99M | 0.3% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 1.45M | n/a | $100.96M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.40M | n/a | $97.32M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 1.05M | n/a | $72.96M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 22 | Baird Financial Group, Inc. | 1.02M | n/a | $71.19M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 23 | Cwm, Llc | 970.83K | n/a | $67.44M | 0.2% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 952.00K | n/a | $66.14M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 25 | Blair William & Co/Il | 753.31K | n/a | $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 | n/a | $38.55M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citigroup Inc | 387.27K | n/a | $26.90M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 366.14K | n/a | $25.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 293.60K | n/a | $21.25M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 203.19K | n/a | $14.12M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 150.24K | n/a | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 69.97K | n/a | $4.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Creative Planning | 57.03K | n/a | $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 | n/a | $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 | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 36.16K | n/a | $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 | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Brown Advisory Inc | 28.76K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 21.79K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Nomura Asset Management Co Ltd | 19.84K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cibc World Market Inc. | 16.15K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 15.00K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Cerity Partners LLC | 10.18K | n/a | $707,344 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Julius Baer & Co. Ltd, Zurich | 9.04K | n/a | $628,353 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 7.25K | جديد | $504,023 | 0.0% | New | 1 | SEC ↗ ×2 |
| 51 | Captrust Financial Advisors | 6.13K | n/a | $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 | n/a | $256,724 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fifth Third Bancorp | 2.12K | n/a | $147,276 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 1.92K | n/a | $133,452 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 1.27K | n/a | $88,366 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | BlackRock ✦ (سلبي) | 482 | -17.2% | $33,450 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 59 | Allspring Global Investments… | 150 | n/a | $10,755 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 106 | n/a | $7,364 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Simplex Trading, Llc | 59 | n/a | $4,098 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Goldman Sachs Group | $504,023 | 0.0% |
تم الخروج
| لا توجد خروجات متابعة هذا الربع. |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 750 المالكون, 213.72M الأسهم, $14.16B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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