سجل الورقة المالية
RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
60الحاملون المتتبعون
-4Δ المساهمون
151.86Mالأسهم المحتفظ بها
$12.30Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−7الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -6.2% ·
تدفق الأسهم +3.6% ·
المراكز الجديدة الصافية -6.7%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 34.94M | +8.1% | $2.83B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 20.63M | -1.2% | $1.67B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 20.63M | -1.2% | $1.67B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 20.63M | -1.2% | $1.67B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 20.63M | -1.2% | $1.67B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 12.80M | +3.7% | $1.04B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 12.80M | +3.7% | $1.04B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 12.80M | +3.7% | $1.04B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 12.68M | +12.2% | $1.03B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 12.68M | +12.2% | $1.03B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 12.68M | +12.2% | $1.03B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 9.39M | +0.6% | $761.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 9.39M | +0.6% | $761.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 9.39M | +0.6% | $761.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 9.39M | +0.6% | $761.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 7.46M | +0.2% | $604.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 7.46M | +0.2% | $604.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 7.46M | +0.2% | $604.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 5.67M | +1.0% | $459.51M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 5.50M | +1.6% | $446.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 5.40M | -2.4% | $437.62M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 5.40M | -2.4% | $437.62M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 5.40M | -2.4% | $437.62M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 5.39M | +7.2% | $437.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 5.39M | +7.2% | $437.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 5.39M | +7.2% | $437.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 5.39M | +7.2% | $437.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 5.39M | +7.2% | $437.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 5.39M | +7.2% | $437.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 4.63M | +5.0% | $375.72M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 4.63M | +5.0% | $375.72M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 4.63M | +5.0% | $375.72M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 4.63M | +5.0% | $375.72M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 34 | Cetera Investment Advisers | 4.35M | +7.6% | $352.66M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 3.49M | +12.2% | $283.11M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 36 | Stifel Financial Corp | 2.67M | +4.8% | $216.79M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 37 | Stifel Financial Corp | 2.67M | +4.8% | $216.79M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 38 | Stifel Financial Corp | 2.67M | +4.8% | $216.79M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 39 | Stifel Financial Corp | 2.67M | +4.8% | $216.79M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 2.56M | +21.7% | $203.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | Truist Financial Corp | 1.80M | +1.9% | $145.65M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 42 | Truist Financial Corp | 1.80M | +1.9% | $145.65M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 1.68M | +23.6% | $136.03M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 44 | Blair William & Co/Il | 1.43M | +62.5% | $116.00M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 1.41M | +0.7% | $114.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 1.41M | +0.7% | $114.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 47 | HighTower Advisors, LLC | 1.34M | -11.9% | $108.82M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 1.14M | +0.8% | $92.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 1.14M | +0.8% | $92.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 967.54K | 0.0% | $78.43M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 51 | Corient Private Wealth LP | 926.74K | -10.4% | $75.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 870.82K | +12.6% | $70.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 870.82K | +12.6% | $70.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 870.82K | +12.6% | $70.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 870.82K | +12.6% | $70.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 870.82K | +12.6% | $70.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 870.82K | +12.6% | $70.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 870.82K | +12.6% | $70.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Wealth Enhancement Advisory… | 577.64K | +55.8% | $46.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 60 | Citigroup Inc | 489.45K | +13.7% | $39.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Us Bancorp \De\ | 406.39K | +5.5% | $32.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Us Bancorp \De\ | 406.39K | +5.5% | $32.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Mariner, LLC | 226.75K | -78.2% | $18.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Mariner, LLC | 226.75K | -78.2% | $18.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Assetmark, Inc | 184.76K | +0.2% | $14.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Fifth Third Bancorp | 121.40K | -3.7% | $9.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Qube Research & Technologies Ltd | 110.26K | -44.4% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Quantinno Capital Management LP | 73.70K | +19.2% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 62.88K | -2.2% | $5.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 62.88K | -2.2% | $5.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 62.88K | -2.2% | $5.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Creative Planning | 62.78K | +3.8% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 61.43K | +7.8% | $4.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 61.43K | +7.8% | $4.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 75 | Mercer Global Advisors Inc /Adv | 57.18K | -4.3% | $4.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Focus Partners Wealth | 51.60K | +1.8% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | AQR Capital Management ✦ | 33.94K | +19.6% | $2.75M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 78 | Brown Advisory Inc | 28.76K | 0.0% | $2.33M | 0.0% | Held | 3 | SEC ↗ |
| 79 | First Trust Advisors Lp | 27.91K | +16.5% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 20.14K | +4.5% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 20.14K | +4.5% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 20.14K | +4.5% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Susquehanna International Group, Llp | 18.06K | -24.9% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 16.70K | -6.5% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Cibc World Market Inc. | 15.98K | 0.0% | $1.30M | 0.0% | Held | 3 | SEC ↗ |
| 86 | Nuveen, LLC | 15.78K | جديد | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 87 | Bnp Paribas Financial Markets | 10.84K | جديد | $878,771 | 0.0% | New | 1 | SEC ↗ |
| 88 | Cerity Partners LLC | 10.80K | +16.2% | $875,118 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Captrust Financial Advisors | 6.94K | -1.8% | $562,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Gotham Asset Management ✦ | 5.61K | -83.9% | $454,990 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 91 | CIBC Bancorp USA Inc. | 4.77K | 0.0% | $386,587 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | CIBC Bancorp USA Inc. | 4.77K | 0.0% | $386,587 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Franklin Resources Inc | 3.69K | جديد | $299,192 | 0.0% | New | 1 | SEC ↗ |
| 94 | BlackRock ✦ (سلبي) | 3.51K | +0.8% | $284,301 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 95 | Lido Advisors, LLC | 3.35K | -10.0% | $271,875 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Fisher Asset Management ✦ | 3.27K | -3.9% | $264,977 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 97 | Two Sigma Investments ✦ | 2.60K | -99.7% | $210,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Russell Investments Group, Ltd. | 2.56K | +7.0% | $207,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Citadel Advisors ✦ | 2.50K | -41.8% | $202,731 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 1.77K | -43.0% | $143,233 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Nuveen, LLC | $1.28M | 0.0% |
| Bnp Paribas Financial Markets | $878,771 | 0.0% |
| Franklin Resources Inc | $299,192 | 0.0% |
تم الخروج
| Renaissance Technologies | $4.93M | كان 0.0% |
| Nomura Asset Management Co Ltd | $1.58M | كان 0.0% |
| Jane Street Group, Llc | $1.36M | كان 0.0% |
| Hrt Financial Lp | $403,000 | كان 0.0% |
| Bank Julius Baer & Co. Ltd… | $343,657 | كان 0.0% |
| D. E. Shaw & Co. | $270,389 | كان 0.0% |
| Simplex Trading, Llc | $2,458 | 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 يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
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: Q2 2026 ·
المنهجية ·
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