سجل الورقة المالية · ربع مؤرشف
RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
65الحاملون المتتبعون
+3Δ المساهمون
147.53Mالأسهم المحتفظ بها
$10.07Bالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +4.8% ·
تدفق الأسهم +4.2% ·
المراكز الجديدة الصافية +4.6%
· الصيغة
تراكم واسع: أسهم متصاعدة لدى عدد أكبر من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
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 · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 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 | جديد | $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 | جديد | $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 | جديد | $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 | n/a | $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 | جديد | $270,389 | 0.0% | New | 1 | SEC ↗ |
| 58 | Lido Advisors, LLC | 3.73K | -1.9% | $254,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | BlackRock ✦ (سلبي) | 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 ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| 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% |
تم الخروج
| Bnp Paribas Financial Markets | $38.55M | كان 0.0% |
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: Q1 2026 ·
المنهجية ·
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