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SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
51الحاملون المتتبعون
-2Δ المساهمون
130.93Mالأسهم المحتفظ بها
$5.02Bالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -3.8% ·
تدفق الأسهم -0.2% ·
المراكز الجديدة الصافية -3.9%
· الصيغة
توزيع واسع: أسهم متراجعة وعدد أقل من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 936.27K | $38.31M | n/a | −1 |
| Q2 2026 | 53 | -3 | 136.26M | $5.88B | +1 | −5 |
| Q1 2026 | 58 | +7 | 134.68M | $5.31B | +9 | −2 |
| Q4 2025 | 51 | -2 | 130.93M | $5.02B | +1 | −3 |
| Q3 2025 | 9 | +1 | 18.50M | $703.53M | +1 | n/a |
| Q2 2025 | 5 | +3 | 190.10K | $6.71M | +3 | n/a |
| Q1 2025 | 1 | -1 | 146.02K | $4.89M | n/a | −1 |
| Q4 2024 | 2 | 0 | 142.08K | $5.09M | +1 | −1 |
| Q3 2024 | 2 | 0 | 34.18K | $1.24M | +1 | −1 |
| Q2 2024 | 2 | n/a | 94.75K | $3.16M | n/a | n/a |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 24.89M | n/a | $953.87M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 17.95M | +0.7% | $687.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Raymond James Financial Inc | 14.11M | n/a | $540.51M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 4 | Wells Fargo & Company/Mn | 12.44M | n/a | $476.68M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 8.90M | n/a | $341.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Cetera Investment Advisers | 7.72M | n/a | $295.67M | 0.3% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 6.94M | n/a | $265.99M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 6.35M | n/a | $243.27M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 9 | Stifel Financial Corp | 4.17M | n/a | $159.71M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 10 | Commonwealth Equity Services, Llc | 3.55M | n/a | $136.22M | 0.2% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 3.31M | n/a | $126.68M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 3.28M | n/a | $125.76M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.80M | n/a | $107.46M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 14 | Truist Financial Corp | 2.45M | n/a | $94.05M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 2.20M | n/a | $84.30M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 1.66M | n/a | $63.79M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 1.43M | n/a | $54.76M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 18 | Blair William & Co/Il | 1.31M | n/a | $50.11M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 1.12M | n/a | $43.03M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 20 | Jones Financial Companies Lllp | 1.11M | n/a | $42.51M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 595.96K | n/a | $23.71M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | First Trust Advisors Lp | 455.00K | n/a | $17.44M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 448.47K | n/a | $17.18M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 343.97K | n/a | $13.18M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 245.60K | n/a | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 230.05K | n/a | $8.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Mariner, LLC | 204.85K | n/a | $7.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | JPMorgan Chase ✦ | 111.46K | -49.7% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | D. E. Shaw & Co. ✦ | 109.23K | جديد | $4.19M | 0.0% | New | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 86.30K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Cerity Partners LLC | 82.15K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 50.62K | +1.2% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 49.20K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 41.78K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Citigroup Inc | 36.03K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 28.98K | +28.7% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 23.25K | n/a | $891,055 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 16.55K | +55.5% | $634,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 15.09K | n/a | $577,906 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Brown Advisory Inc | 12.85K | n/a | $492,374 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cibc World Market Inc. | 9.21K | n/a | $352,889 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Creative Planning | 8.36K | n/a | $320,385 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Tudor Investment Corp Et Al | 8.04K | n/a | $308,016 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Northern Trust Corp | 6.56K | n/a | $251,456 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Sei Investments Co | 6.26K | n/a | $240,070 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 5.59K | n/a | $214,285 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 4.84K | n/a | $185,605 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Pnc Financial Services Group, Inc. | 4.69K | n/a | $179,645 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Russell Investments Group, Ltd. | 1.15K | n/a | $44,106 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | BlackRock ✦ (سلبي) | 500 | 0.0% | $19,160 | 0.0% | Held | 2 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 350 | n/a | $13,412 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| D. E. Shaw & Co. | $4.19M | 0.0% |
تم الخروج
| Two Sigma Investments | $11.23M | كان 0.0% |
| Citadel Advisors | $2.95M | كان 0.0% |
| Renaissance Technologies | $387,799 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 558 المالكون, 202.67M الأسهم, $7.82B 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: Q4 2025 ·
المنهجية ·
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