Catatan efek · kuartal yang diarsipkan
RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
61Pemegang yang dilacak
+1Δ pemegang
141.59MSaham yang dipegang
$9.84BNilai yang dilaporkan
+1Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +1.7% ·
aliran saham -1.3% ·
posisi baru bersih +1.6%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 ✦ (pasif) | 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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Goldman Sachs Group | $504,023 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 750 pemegang, 213.72M saham, $14.16B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API