Catatan efek · kuartal yang diarsipkan
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
58Pemegang yang dilacak
+7Δ pemegang
134.68MSaham yang dipegang
$5.31BNilai yang dilaporkan
+9Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +13.7% ·
aliran saham +2.9% ·
posisi baru bersih +12.1%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $3.97M | 0.0% | New | 1 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 79.60K | Baru | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 64.80K | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 ✦ (pasif) | 1.68K | +236.6% | $66,361 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Simplex Trading, Llc | 1.31K | Baru | $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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Cerity Partners LLC | $3.15M | adalah 0.0% |
| Tudor Investment Corp Et Al | $308,016 | 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 sekuritas ini yang dilacak: 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API