Menkul kıymet kaydı · arşivlenmiş çeyrek
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF · Financial Services · Asset Management - Income
54Takip edilen yatırımcılar
-3Δ sahipler
139.43MTutulan hisseler
$6.01BRaporlanan değer
+1Yeni pozisyonlar
−4Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -5.3% ·
pay akışı +3.9% ·
net yeni pozisyonlar -5.6%
— formül
Yoğunlaşmış birikim — daha az hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Corient Private Wealth LP | $233,215 | 0.0% |
Çıkıldı
| Renaissance Technologies | $2.56M | idi 0.0% |
| D. E. Shaw & Co. | $1.00M | idi 0.0% |
| Fisher Asset Management | $403,605 | idi 0.0% |
| Captrust Financial Advisors | $275,576 | 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 yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, 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: Q2 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin