Catatan efek · kuartal yang diarsipkan
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
51Pemegang yang dilacak
-2Δ pemegang
130.93MSaham yang dipegang
$5.02BNilai yang dilaporkan
+1Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -3.8% ·
aliran saham -0.2% ·
posisi baru bersih -3.9%
— formula
Distribusi luas — penurunan saham dan lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | -3 | 139.43M | $6.01B | +1 | −4 |
| 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 | — |
| Q2 2025 | 5 | +3 | 190.10K | $6.71M | +3 | — |
| Q1 2025 | 1 | -1 | 146.02K | $4.89M | — | −1 |
| Q4 2024 | 2 | 0 | 142.08K | $5.09M | +1 | −1 |
| Q3 2024 | 2 | 0 | 34.18K | $1.24M | +1 | −1 |
| Q2 2024 | 2 | — | 94.75K | $3.16M | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 24.89M | — | $953.87M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 17.95M | +0.7% | $687.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 17.95M | +0.7% | $687.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 17.95M | +0.7% | $687.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 17.95M | +0.7% | $687.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 17.95M | +0.7% | $687.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 14.11M | — | $540.51M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 14.11M | — | $540.51M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 14.11M | — | $540.51M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 14.11M | — | $540.51M | 0.2% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 12.44M | — | $476.68M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 12.44M | — | $476.68M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 8.90M | — | $341.03M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 8.90M | — | $341.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 8.90M | — | $341.03M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 8.90M | — | $341.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 7.72M | — | $295.67M | 0.3% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 6.94M | — | $265.99M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 6.94M | — | $265.99M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 6.94M | — | $265.99M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 6.35M | — | $243.27M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 6.35M | — | $243.27M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 6.35M | — | $243.27M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 6.35M | — | $243.27M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 6.35M | — | $243.27M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 6.35M | — | $243.27M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 4.17M | — | $159.71M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 4.17M | — | $159.71M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 4.17M | — | $159.71M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 4.17M | — | $159.71M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 4.17M | — | $159.71M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 3.55M | — | $136.22M | 0.2% | n/c | 1 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 3.31M | — | $126.68M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 3.28M | — | $125.76M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 2.80M | — | $107.46M | 0.2% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 2.80M | — | $107.46M | 0.2% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 2.80M | — | $107.46M | 0.2% | n/c | 1 | SEC ↗ |
| 38 | Truist Financial Corp | 2.45M | — | $94.05M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 2.20M | — | $84.30M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 1.66M | — | $63.79M | 0.2% | n/c | 1 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 1.43M | — | $54.76M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 1.43M | — | $54.76M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 1.31M | — | $50.11M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 1.12M | — | $43.03M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 1.12M | — | $43.03M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 1.12M | — | $43.03M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 1.12M | — | $43.03M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Jones Financial Companies Lllp | 1.11M | — | $42.51M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wealth Enhancement Advisory… | 595.96K | — | $23.71M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | First Trust Advisors Lp | 455.00K | — | $17.44M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Cwm, Llc | 448.47K | — | $17.18M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 343.97K | — | $13.18M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Focus Partners Wealth | 245.60K | — | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Us Bancorp \De\ | 230.05K | — | $8.82M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Us Bancorp \De\ | 230.05K | — | $8.82M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Mariner, LLC | 204.85K | — | $7.85M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Mariner, LLC | 204.85K | — | $7.85M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 111.46K | -49.7% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 111.46K | -49.7% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 111.46K | -49.7% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | D. E. Shaw & Co. ✦ | 109.23K | Baru | $4.19M | 0.0% | New | 1 | SEC ↗ |
| 62 | Susquehanna International Group, Llp | 86.30K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Susquehanna International Group, Llp | 86.30K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Cerity Partners LLC | 82.15K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Goldman Sachs Group ✦ | 50.62K | +1.2% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Ameriprise Financial Inc | 49.20K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 41.78K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 41.78K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Citigroup Inc | 36.03K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 28.98K | +28.7% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Mercer Global Advisors Inc /Adv | 23.25K | — | $891,055 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Fidelity (FMR) ✦ | 16.55K | +55.5% | $634,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 15.09K | — | $577,906 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Brown Advisory Inc | 12.85K | — | $492,374 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Cibc World Market Inc. | 9.21K | — | $352,889 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Creative Planning | 8.36K | — | $320,385 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Tudor Investment Corp Et Al | 8.04K | — | $308,016 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Northern Trust Corp | 6.56K | — | $251,456 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Sei Investments Co | 6.26K | — | $240,070 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Assetmark, Inc | 5.59K | — | $214,285 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 4.84K | — | $185,605 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 4.84K | — | $185,605 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Bank Of Montreal /Can/ | 4.84K | — | $185,605 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 4.69K | — | $179,645 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 4.69K | — | $179,645 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Russell Investments Group, Ltd. | 1.15K | — | $44,106 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | BlackRock ✦ (pasif) | 500 | 0.0% | $19,160 | 0.0% | Held | 2 | SEC ↗ |
| 88 | UBS AM, a distinct business unit of… | 350 | — | $13,412 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| D. E. Shaw & Co. | $4.19M | 0.0% |
Telah keluar
| Two Sigma Investments | $11.23M | adalah 0.0% |
| Citadel Advisors | $2.95M | adalah 0.0% |
| Renaissance Technologies | $387,799 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 558 pemegang, 202.67M saham, $7.82B 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API