Catatan efek · kuartal yang diarsipkan
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
54Pemegang yang dilacak
-3Δ pemegang
139.43MSaham yang dipegang
$6.01BNilai yang dilaporkan
+1Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -5.3% ·
aliran saham +3.9% ·
posisi baru bersih -5.6%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 26.04M | +4.7% | $1.12B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 18.46M | -0.6% | $796.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 18.46M | -0.6% | $796.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 18.46M | -0.6% | $796.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 18.46M | -0.6% | $796.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 15.39M | +0.4% | $663.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 15.39M | +0.4% | $663.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 15.39M | +0.4% | $663.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 15.39M | +0.4% | $663.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 13.26M | +5.0% | $571.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 13.26M | +5.0% | $571.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 9.94M | +5.0% | $428.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 9.94M | +5.0% | $428.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 9.94M | +5.0% | $428.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 8.26M | +3.9% | $356.13M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 6.77M | +1.5% | $292.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 6.77M | +1.5% | $292.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 6.77M | +1.5% | $292.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 6.77M | +1.5% | $292.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 6.77M | +1.5% | $292.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 6.77M | +1.5% | $292.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 6.71M | +6.8% | $289.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 6.71M | +6.8% | $289.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 6.71M | +6.8% | $289.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 3.95M | +0.1% | $170.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 3.95M | +0.1% | $170.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 3.95M | +0.1% | $170.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 3.95M | +0.1% | $170.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 3.65M | +5.6% | $157.35M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 3.36M | -7.2% | $144.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 3.22M | +14.6% | $139.07M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 3.22M | +14.6% | $139.07M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 3.22M | +14.6% | $139.07M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 3.16M | +6.4% | $136.52M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 2.75M | +3.8% | $118.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 2.75M | +3.8% | $118.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 2.57M | +3.0% | $111.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 1.84M | +22.2% | $79.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Blair William & Co/Il | 1.79M | +21.1% | $77.32M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 1.76M | +4.2% | $75.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 1.76M | +4.2% | $75.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 1.68M | +23.1% | $72.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 1.16M | -9.2% | $50.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 1.16M | -9.2% | $50.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 1.16M | -9.2% | $50.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 1.16M | -9.2% | $50.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 870.71K | +52.5% | $37.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 48 | First Trust Advisors Lp | 634.33K | +18.4% | $27.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Focus Partners Wealth | 505.50K | +4.5% | $21.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 277.06K | +7.5% | $11.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 277.06K | +7.5% | $11.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Creative Planning | 193.47K | +1948.4% | $8.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Creative Planning | 193.47K | +1948.4% | $8.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 190.63K | +38.5% | $8.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 190.63K | +38.5% | $8.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 190.63K | +38.5% | $8.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 190.63K | +38.5% | $8.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 190.63K | +38.5% | $8.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Ameriprise Financial Inc | 175.31K | +325.2% | $7.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 171.30K | -15.9% | $7.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 148.01K | +196.0% | $6.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Fifth Third Bancorp | 101.28K | +0.6% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 56.48K | +19.4% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 56.48K | +19.4% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Two Sigma Investments ✦ | 48.20K | -39.5% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Citigroup Inc | 46.38K | +2.9% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Jane Street Group, Llc | 43.29K | -13.0% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 36.15K | +45.7% | $1.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 36.15K | +45.7% | $1.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 70 | Mercer Global Advisors Inc /Adv | 36.09K | -42.6% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 26.46K | 0.0% | $1.14M | 0.0% | Held | 5 | SEC ↗ |
| 72 | Mariner, LLC | 22.80K | -89.1% | $983,633 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 13.53K | -1.3% | $584,189 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Brown Advisory Inc | 12.45K | +22.3% | $537,222 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Susquehanna International Group, Llp | 9.86K | -69.4% | $425,274 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Cibc World Market Inc. | 9.80K | -3.9% | $422,643 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Northern Trust Corp | 7.79K | +18.7% | $335,974 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Sei Investments Co | 6.83K | +3.6% | $294,510 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Citadel Advisors ✦ | 6.50K | -68.8% | $280,539 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Assetmark, Inc | 6.29K | +4.1% | $271,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Quantinno Capital Management LP | 5.93K | +3.5% | $256,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Corient Private Wealth LP | 5.41K | Baru | $233,215 | 0.0% | New | 1 | SEC ↗ |
| 83 | Bank Of Montreal /Can/ | 3.82K | -22.8% | $164,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Bank Of Montreal /Can/ | 3.82K | -22.8% | $164,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 3.82K | -22.8% | $164,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Pnc Financial Services Group, Inc. | 3.48K | -15.6% | $150,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 3.48K | -15.6% | $150,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | BlackRock ✦ (pasif) | 1.68K | 0.0% | $72,605 | 0.0% | Held | 4 | SEC ↗ |
| 89 | Simplex Trading, Llc | 1.51K | +15.1% | $65,011 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | UBS AM, a distinct business unit of… | 775 | -31.1% | $33,434 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Russell Investments Group, Ltd. | 642 | -36.1% | $27,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Corient Private Wealth LP | $233,215 | 0.0% |
Telah keluar
| Renaissance Technologies | $2.56M | adalah 0.0% |
| D. E. Shaw & Co. | $1.00M | adalah 0.0% |
| Fisher Asset Management | $403,605 | adalah 0.0% |
| Captrust Financial Advisors | $275,576 | 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API