Scheda del titolo · trimestre archiviato
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
58Holder monitorati
+7Δ titolari
134.68MQuote detenute
$5.31BValore dichiarato
+9Nuove posizioni
−2Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +13.7% ·
flusso azionario +2.9% ·
nuove posizioni nette +12.1%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | Morgan Stanley ✦ | 18.58M | +3.5% | $732.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 18.58M | +3.5% | $732.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 18.58M | +3.5% | $732.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 15.32M | +8.7% | $604.26M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 15.32M | +8.7% | $604.26M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 15.32M | +8.7% | $604.26M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 15.32M | +8.7% | $604.26M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 12.62M | +1.5% | $497.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 12.62M | +1.5% | $497.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 9.46M | +6.3% | $373.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 9.46M | +6.3% | $373.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 9.46M | +6.3% | $373.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 9.46M | +6.3% | $373.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 7.94M | +3.0% | $313.21M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 6.67M | +5.1% | $263.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 6.67M | +5.1% | $263.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 6.67M | +5.1% | $263.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 6.67M | +5.1% | $263.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 6.67M | +5.1% | $263.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 6.67M | +5.1% | $263.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 6.29M | -9.4% | $247.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS Group AG | 6.29M | -9.4% | $247.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 6.29M | -9.4% | $247.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 6.29M | -9.4% | $247.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 3.95M | -5.3% | $155.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 3.95M | -5.3% | $155.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 3.95M | -5.3% | $155.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 3.95M | -5.3% | $155.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 3.62M | +10.3% | $142.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 3.46M | -2.8% | $136.24M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 2.97M | -10.0% | $117.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 2.81M | +0.3% | $110.94M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 2.81M | +0.3% | $110.94M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 36 | Truist Financial Corp | 2.65M | +8.1% | $104.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 2.50M | +13.6% | $98.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 1.69M | +18.2% | $66.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 1.69M | +18.2% | $66.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Blair William & Co/Il | 1.48M | +13.2% | $58.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 1.51M | +35.7% | $58.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 1.37M | -17.8% | $53.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 1.28M | +14.2% | $50.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 1.28M | +14.2% | $50.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 1.28M | +14.2% | $50.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 1.28M | +14.2% | $50.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 571.01K | -4.2% | $22.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | First Trust Advisors Lp | 535.68K | +17.7% | $21.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Focus Partners Wealth | 483.80K | +97.0% | $19.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Cwm, Llc | 449.82K | +0.3% | $17.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Us Bancorp \De\ | 257.69K | +12.0% | $10.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Us Bancorp \De\ | 257.69K | +12.0% | $10.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Mariner, LLC | 210.00K | +2.5% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Mariner, LLC | 210.00K | +2.5% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 203.66K | -40.8% | $8.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 137.67K | +23.5% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 137.67K | +23.5% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 137.67K | +23.5% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 137.67K | +23.5% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Fifth Third Bancorp | 100.69K | Nuovo | $3.97M | 0.0% | New | 1 | SEC ↗ |
| 61 | Two Sigma Investments ✦ | 79.60K | Nuovo | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 62 | Renaissance Technologies ✦ | 64.80K | Nuovo | $2.56M | 0.0% | New | 1 | SEC ↗ |
| 63 | Mercer Global Advisors Inc /Adv | 62.85K | +170.3% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 50.00K | -1.2% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Jane Street Group, Llc | 49.77K | Nuovo | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 47.31K | +13.2% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 47.31K | +13.2% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 47.31K | +13.2% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Citigroup Inc | 45.06K | +25.1% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Ameriprise Financial Inc | 41.23K | -16.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Susquehanna International Group, Llp | 32.25K | -62.6% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 26.46K | -8.7% | $1.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | D. E. Shaw & Co. ✦ | 25.40K | -76.7% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 24.81K | +49.9% | $978,232 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 75 | Fidelity (FMR) ✦ | 24.81K | +49.9% | $978,232 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | Citadel Advisors ✦ | 20.87K | Nuovo | $822,865 | 0.0% | New | 1 | SEC ↗ |
| 77 | TD Waterhouse Canada Inc. | 13.71K | -9.1% | $544,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Fisher Asset Management ✦ | 10.24K | Nuovo | $403,605 | 0.0% | New | 1 | SEC ↗ |
| 79 | Cibc World Market Inc. | 10.20K | +10.7% | $401,989 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Brown Advisory Inc | 10.19K | -20.7% | $401,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Creative Planning | 9.45K | +13.0% | $372,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Captrust Financial Advisors | 6.99K | Nuovo | $275,576 | 0.0% | New | 1 | SEC ↗ |
| 83 | Sei Investments Co | 6.59K | +5.2% | $259,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Northern Trust Corp | 6.56K | 0.0% | $258,740 | 0.0% | Held | 2 | SEC ↗ |
| 85 | Assetmark, Inc | 6.04K | +8.0% | $238,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Quantinno Capital Management LP | 5.73K | Nuovo | $226,122 | 0.0% | New | 1 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 4.95K | +2.2% | $195,203 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 4.95K | +2.2% | $195,203 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 4.95K | +2.2% | $195,203 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 4.12K | -12.1% | $162,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Pnc Financial Services Group, Inc. | 4.12K | -12.1% | $162,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | BlackRock ✦ (passivo) | 1.68K | +236.6% | $66,361 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Simplex Trading, Llc | 1.31K | Nuovo | $51,613 | 0.0% | New | 1 | SEC ↗ |
| 94 | UBS AM, a distinct business unit of… | 1.12K | +221.4% | $44,359 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Russell Investments Group, Ltd. | 1.00K | -12.7% | $39,627 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| 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% |
Uscito
| Cerity Partners LLC | $3.15M | era 0.0% |
| Tudor Investment Corp Et Al | $308,016 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 558 detentori, 202.67M azioni, $7.82B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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