Catatan efek · kuartal yang diarsipkan
RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
65Pemegang yang dilacak
+3Δ pemegang
147.53MSaham yang dipegang
$10.07BNilai yang dilaporkan
+4Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.8% ·
aliran saham +4.2% ·
posisi baru bersih +4.6%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | -4 | 150.52M | $12.20B | +3 | −8 |
| 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 32.33M | +6.0% | $2.21B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 20.88M | +3.6% | $1.43B | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 12.34M | +9.4% | $842.87M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 11.31M | +0.3% | $771.96M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 9.34M | +3.3% | $638.44M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 7.44M | +3.0% | $508.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 5.61M | +1.0% | $383.17M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 5.53M | -7.8% | $377.54M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 5.42M | +5.2% | $369.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 5.03M | +6.5% | $343.49M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Osaic Holdings, Inc. | 4.41M | +12.8% | $301.35M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Cetera Investment Advisers | 4.04M | +8.0% | $276.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 3.11M | +14.5% | $212.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 2.55M | +3.1% | $174.33M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Jones Financial Companies Lllp | 2.11M | +34.2% | $140.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 1.76M | +8.5% | $120.44M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | HighTower Advisors, LLC | 1.52M | +4.9% | $104.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.40M | -0.3% | $95.37M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Mml Investors Services, Llc | 1.36M | -9.3% | $92.71M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 1.13M | +10.0% | $76.94M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 1.04M | -1.0% | $70.96M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Corient Private Wealth LP | 1.03M | -56.1% | $70.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 967.62K | +1.6% | $66.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Cwm, Llc | 939.51K | -3.2% | $64.15M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 25 | Blair William & Co/Il | 880.82K | +16.9% | $60.14M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 844.40K | Baru | $57.66M | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 773.16K | +22.9% | $51.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 28 | Citigroup Inc | 430.51K | +11.2% | $29.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 385.18K | +5.2% | $26.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 370.70K | +26.3% | $25.54M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 198.19K | +31.9% | $13.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 184.44K | -9.2% | $12.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 126.07K | +5846.8% | $8.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Renaissance Technologies ✦ | 72.20K | +51.4% | $4.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 64.33K | -8.1% | $4.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | Quantinno Capital Management LP | 61.82K | +43.3% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 60.50K | +6.1% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 59.77K | +65.3% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 56.97K | +31.5% | $3.89M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 40 | Focus Partners Wealth | 50.68K | +11.3% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Gotham Asset Management ✦ | 34.88K | 0.0% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Brown Advisory Inc | 28.76K | 0.0% | $1.96M | 0.0% | Held | 2 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 28.39K | -12.3% | $1.94M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 24.05K | +60.3% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | First Trust Advisors Lp | 23.96K | -24.9% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Nomura Asset Management Co Ltd | 23.18K | +16.8% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Jane Street Group, Llc | 19.96K | Baru | $1.36M | 0.0% | New | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 19.27K | -11.6% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Goldman Sachs Group ✦ | 17.85K | +146.0% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Cibc World Market Inc. | 15.98K | -1.1% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Cerity Partners LLC | 9.29K | -8.8% | $634,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Captrust Financial Advisors | 7.07K | +15.4% | $482,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Hrt Financial Lp | 5.91K | Baru | $403,000 | 0.0% | New | 1 | SEC ↗ |
| 54 | Bank Julius Baer & Co. Ltd, Zurich | 5.03K | -44.4% | $343,657 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | CIBC Bancorp USA Inc. | 4.77K | — | $325,588 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 56 | Citadel Advisors ✦ | 4.30K | -7.2% | $293,604 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 57 | D. E. Shaw & Co. ✦ | 3.96K | Baru | $270,389 | 0.0% | New | 1 | SEC ↗ |
| 58 | Lido Advisors, LLC | 3.73K | -1.9% | $254,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | BlackRock ✦ (pasif) | 3.48K | +621.6% | $237,478 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 60 | Fisher Asset Management ✦ | 3.40K | -24.7% | $232,288 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 3.10K | +143.6% | $211,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 2.39K | +24.5% | $163,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Allspring Global Investments… | 150 | 0.0% | $10,310 | 0.0% | Held | 2 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 106 | 0.0% | $7,302 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Simplex Trading, Llc | 36 | -39.0% | $2,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Two Sigma Investments | $57.66M | 0.0% |
| Jane Street Group, Llc | $1.36M | 0.0% |
| Hrt Financial Lp | $403,000 | 0.0% |
| D. E. Shaw & Co. | $270,389 | 0.0% |
Telah keluar
| Bnp Paribas Financial Markets | $38.55M | adalah 0.0% |
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 efek ini yang dilacak — berdasarkan 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API