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SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
58الحاملون المتتبعون
+7Δ المساهمون
134.68Mالأسهم المحتفظ بها
$5.31Bالقيمة المُبلَّغ عنها
+9المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +13.7% ·
تدفق الأسهم +2.9% ·
المراكز الجديدة الصافية +12.1%
· الصيغة
تراكم واسع: أسهم متصاعدة لدى عدد أكبر من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
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 · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 24.87M | -0.1% | $980.66M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 18.58M | +3.5% | $732.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 15.32M | +8.7% | $604.26M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Wells Fargo & Company/Mn | 12.62M | +1.5% | $497.75M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 9.46M | +6.3% | $373.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Cetera Investment Advisers | 7.94M | +3.0% | $313.21M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 6.67M | +5.1% | $263.03M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 8 | UBS Group AG | 6.29M | -9.4% | $247.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Stifel Financial Corp | 3.95M | -5.3% | $155.57M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Envestnet Asset Management Inc | 3.62M | +10.3% | $142.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 3.46M | -2.8% | $136.24M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 2.97M | -10.0% | $117.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.81M | +0.3% | $110.94M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 2.65M | +8.1% | $104.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 2.50M | +13.6% | $98.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 1.69M | +18.2% | $66.61M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Blair William & Co/Il | 1.48M | +13.2% | $58.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 1.51M | +35.7% | $58.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 1.37M | -17.8% | $53.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1.28M | +14.2% | $50.56M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 21 | Wealth Enhancement Advisory… | 571.01K | -4.2% | $22.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | First Trust Advisors Lp | 535.68K | +17.7% | $21.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 483.80K | +97.0% | $19.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cwm, Llc | 449.82K | +0.3% | $17.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 257.69K | +12.0% | $10.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Mariner, LLC | 210.00K | +2.5% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Qube Research & Technologies Ltd | 203.66K | -40.8% | $8.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 137.67K | +23.5% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 29 | Fifth Third Bancorp | 100.69K | جديد | $3.97M | 0.0% | New | 1 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 79.60K | جديد | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 64.80K | جديد | $2.56M | 0.0% | New | 1 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 62.85K | +170.3% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 50.00K | -1.2% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 49.77K | جديد | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 47.31K | +13.2% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | Citigroup Inc | 45.06K | +25.1% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 41.23K | -16.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 32.25K | -62.6% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 26.46K | -8.7% | $1.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | D. E. Shaw & Co. ✦ | 25.40K | -76.7% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 24.81K | +49.9% | $978,232 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 42 | Citadel Advisors ✦ | 20.87K | جديد | $822,865 | 0.0% | New | 1 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 13.71K | -9.1% | $544,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Fisher Asset Management ✦ | 10.24K | جديد | $403,605 | 0.0% | New | 1 | SEC ↗ |
| 45 | Cibc World Market Inc. | 10.20K | +10.7% | $401,989 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Brown Advisory Inc | 10.19K | -20.7% | $401,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Creative Planning | 9.45K | +13.0% | $372,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Captrust Financial Advisors | 6.99K | جديد | $275,576 | 0.0% | New | 1 | SEC ↗ |
| 49 | Sei Investments Co | 6.59K | +5.2% | $259,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Northern Trust Corp | 6.56K | 0.0% | $258,740 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Assetmark, Inc | 6.04K | +8.0% | $238,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 5.73K | جديد | $226,122 | 0.0% | New | 1 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 4.95K | +2.2% | $195,203 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 54 | Pnc Financial Services Group, Inc. | 4.12K | -12.1% | $162,530 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | BlackRock ✦ (سلبي) | 1.68K | +236.6% | $66,361 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Simplex Trading, Llc | 1.31K | جديد | $51,613 | 0.0% | New | 1 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 1.12K | +221.4% | $44,359 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 1.00K | -12.7% | $39,627 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Fifth Third Bancorp | $3.97M | 0.0% |
| Two Sigma Investments | $3.14M | 0.0% |
| Renaissance Technologies | $2.56M | 0.0% |
| Jane Street Group, Llc | $1.96M | 0.0% |
| Citadel Advisors | $822,865 | 0.0% |
| Fisher Asset Management | $403,605 | 0.0% |
| Captrust Financial Advisors | $275,576 | 0.0% |
| Quantinno Capital Management… | $226,122 | 0.0% |
| Simplex Trading, Llc | $51,613 | 0.0% |
تم الخروج
| Cerity Partners LLC | $3.15M | كان 0.0% |
| Tudor Investment Corp Et Al | $308,016 | 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: Q1 2026 ·
المنهجية ·
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