Catatan efek
RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
59Pemegang yang dilacak
-4Δ pemegang
150.52MSaham yang dipegang
$12.20BNilai yang dilaporkan
+3Posisi baru
−8Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -6.3% ·
aliran saham +3.8% ·
posisi baru bersih -8.5%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 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 · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×4 |
| 3 | Raymond James Financial Inc | 12.80M | +3.7% | $1.04B | 0.3% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 12.68M | +12.2% | $1.03B | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 9.39M | +0.6% | $761.39M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 7.46M | +0.2% | $604.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 5.67M | +1.0% | $459.51M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 5.50M | +1.6% | $446.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 5.40M | -2.4% | $437.62M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 5.39M | +7.2% | $437.07M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 11 | Osaic Holdings, Inc. | 4.63M | +5.0% | $375.72M | 0.4% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Cetera Investment Advisers | 4.35M | +7.6% | $352.66M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 3.49M | +12.2% | $283.11M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 2.67M | +4.8% | $216.79M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Jones Financial Companies Lllp | 2.56M | +21.7% | $203.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 1.80M | +1.9% | $145.65M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 1.68M | +23.6% | $136.03M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 18 | Blair William & Co/Il | 1.43M | +62.5% | $116.00M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 1.41M | +0.7% | $114.04M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Baird Financial Group, Inc. | 1.14M | +0.8% | $92.07M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Rockefeller Capital Management L.P. | 967.54K | 0.0% | $78.43M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 926.74K | -10.4% | $75.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 870.82K | +12.6% | $70.09M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 24 | Wealth Enhancement Advisory… | 577.64K | +55.8% | $46.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Citigroup Inc | 489.45K | +13.7% | $39.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 406.39K | +5.5% | $32.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Mariner, LLC | 226.75K | -78.2% | $18.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Assetmark, Inc | 184.76K | +0.2% | $14.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 121.40K | -3.7% | $9.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 110.26K | -44.4% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 73.70K | +19.2% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 62.88K | -2.2% | $5.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Creative Planning | 62.78K | +3.8% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 61.43K | +7.8% | $4.98M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 35 | Mercer Global Advisors Inc /Adv | 57.18K | -4.3% | $4.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Focus Partners Wealth | 51.60K | +1.8% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 33.94K | +19.6% | $2.75M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 38 | Brown Advisory Inc | 28.76K | 0.0% | $2.33M | 0.0% | Held | 3 | SEC ↗ |
| 39 | First Trust Advisors Lp | 27.91K | +16.5% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 20.14K | +4.5% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 41 | Susquehanna International Group, Llp | 18.06K | -24.9% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 16.70K | -6.5% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Cibc World Market Inc. | 15.98K | 0.0% | $1.30M | 0.0% | Held | 3 | SEC ↗ |
| 44 | Nuveen, LLC | 15.78K | Baru | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 10.84K | Baru | $878,771 | 0.0% | New | 1 | SEC ↗ |
| 46 | Cerity Partners LLC | 10.80K | +16.2% | $875,118 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Captrust Financial Advisors | 6.94K | -1.8% | $562,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Gotham Asset Management ✦ | 5.61K | -83.9% | $454,990 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | CIBC Bancorp USA Inc. | 4.77K | 0.0% | $386,587 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Franklin Resources Inc | 3.69K | Baru | $299,192 | 0.0% | New | 1 | SEC ↗ |
| 51 | BlackRock ✦ (pasif) | 3.51K | +0.8% | $284,301 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | Lido Advisors, LLC | 3.35K | -10.0% | $271,875 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Fisher Asset Management ✦ | 3.27K | -3.9% | $264,977 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | Two Sigma Investments ✦ | 2.60K | -99.7% | $210,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 2.56K | +7.0% | $207,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Citadel Advisors ✦ | 2.50K | -41.8% | $202,731 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 1.77K | -43.0% | $143,233 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Allspring Global Investments… | 150 | 0.0% | $12,005 | 0.0% | Held | 3 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 106 | 0.0% | $8,238 | 0.0% | Held | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Nuveen, LLC | $1.28M | 0.0% |
| Bnp Paribas Financial Markets | $878,771 | 0.0% |
| Franklin Resources Inc | $299,192 | 0.0% |
Telah keluar
| HighTower Advisors, LLC | $104.08M | adalah 0.1% |
| Renaissance Technologies | $4.93M | adalah 0.0% |
| Nomura Asset Management Co Ltd | $1.58M | adalah 0.0% |
| Jane Street Group, Llc | $1.36M | adalah 0.0% |
| Hrt Financial Lp | $403,000 | adalah 0.0% |
| Bank Julius Baer & Co. Ltd… | $343,657 | adalah 0.0% |
| D. E. Shaw & Co. | $270,389 | adalah 0.0% |
| Simplex Trading, Llc | $2,458 | 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API