证券记录
RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
60被追踪持有人
-4Δ持有人
151.86M持有股份
$12.30B报告持仓市值
+3新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 -6.2% ·
股份流向 +3.6% ·
净新建仓位 -6.7%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 87 | Bnp Paribas Financial Markets | 10.84K | 新增 | $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 | 新增 | $299,192 | 0.0% | New | 1 | SEC ↗ |
| 94 | BlackRock ✦ (被动) | 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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Nuveen, LLC | $1.28M | 0.0% |
| Bnp Paribas Financial Markets | $878,771 | 0.0% |
| Franklin Resources Inc | $299,192 | 0.0% |
已清仓
| Renaissance Technologies | $4.93M | 曾为 0.0% |
| Nomura Asset Management Co Ltd | $1.58M | 曾为 0.0% |
| Jane Street Group, Llc | $1.36M | 曾为 0.0% |
| Hrt Financial Lp | $403,000 | 曾为 0.0% |
| Bank Julius Baer & Co. Ltd… | $343,657 | 曾为 0.0% |
| D. E. Shaw & Co. | $270,389 | 曾为 0.0% |
| Simplex Trading, Llc | $2,458 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 750 持有人, 213.72M 股份, $14.16B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据