Menkul kıymet kaydı · arşivlenmiş çeyrek
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
51Takip edilen yatırımcılar
-2Δ sahipler
130.93MTutulan hisseler
$5.02BRaporlanan değer
+1Yeni pozisyonlar
−3Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -3.8% ·
pay akışı -0.2% ·
net yeni pozisyonlar -3.9%
— formül
Geniş dağılım — azalan paylar ve daha az hissedar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q4 2025
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q4 2025
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| D. E. Shaw & Co. | $4.19M | 0.0% |
Çıkıldı
| Two Sigma Investments | $11.23M | idi 0.0% |
| Citadel Advisors | $2.95M | idi 0.0% |
| Renaissance Technologies | $387,799 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 558 sahipler, 202.67M hisseler, $7.82B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q4 2025 ·
Metodoloji ·
Bunu API aracılığıyla edinin