Menkul kıymet kaydı · arşivlenmiş çeyrek
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
58Takip edilen yatırımcılar
+7Δ sahipler
134.68MTutulan hisseler
$5.31BRaporlanan değer
+9Yeni pozisyonlar
−2Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +13.7% ·
pay akışı +2.9% ·
net yeni pozisyonlar +12.1%
· formül
Geniş birikim: daha fazla hissedar arasında artan hisseler
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $3.97M | 0.0% | New | 1 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 79.60K | Yeni | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 64.80K | Yeni | $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 | Yeni | $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 | Yeni | $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 | Yeni | $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 | Yeni | $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 | Yeni | $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 | Yeni | $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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| 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% |
Çıkıldı
| Cerity Partners LLC | $3.15M | idi 0.0% |
| Tudor Investment Corp Et Al | $308,016 | 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 sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, 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: Q1 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin