First Trust Smid Cap RisingSDVYETF
13F holders, Q4 2024 (December 31)503holders +99
82new positions
25sold out
2famous investors
$35.86avg. 13F price*
At the end of Q4 2024, 503 institutions reported holding First Trust Smid Cap Rising (SDVY) in their 13F filings, up 99 from Q3 2024. 82 opened new positions and 25 sold out. The largest holders were LPL Financial LLC ($786.4M), Morgan Stanley ($671.5M) and Wells Fargo & Company ($456.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Smid Cap Rising
- CUSIP
- 33741X102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $181.5M |
| Exits | 25 | $20.8M |
All 13F filers, Q3 2024 → Q4 2024: 29,830,140 shares bought and 2,631,686 shares sold, net +27,198,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 503 holders
| LPL Financial LLC | 0.32% | Add +21.9% | 21,935,886 | $786.4M |
| Morgan Stanley | 0.05% | Add +25.3% | 18,729,904 | $671.5M |
| Wells Fargo & Company | 0.11% | Add +20.6% | 12,732,120 | $456.4M |
| Raymond James Financial Inc. | 0.14% | — | 10,636,023 | $381.3M |
| Bank of America Corp. | 0.02% | Add +23.0% | 7,099,053 | $254.5M |
| UBS Group AG | 0.05% | Add +9.9% | 6,618,867 | $237.3M |
| Royal Bank of Canada | 0.04% | Add +28.5% | 5,599,081 | $200.7M |
| Capital Investment Advisors, LLC | 2.56% | Add +8.3% | 3,510,050 | $125.8M |
| Cetera Investment Advisers | 0.26% | Add +10.4% | 3,447,137 | $123.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +16.9% | 2,974,793 | $106.6M |
| Park National Corp. | 3.71% | Add +11.7% | 2,827,593 | $101.4M |
| Stifel Financial Corp. | 0.10% | Add +11.5% | 2,771,753 | $99.4M |
| LVZ, Inc. | 12.54% | Add +0.7% | 2,726,811 | $97.8M |
| Commonwealth Equity Services, LLC | 0.14% | Add +29.2% | 2,702,167 | $96.9M |
| Truist Financial Corp. | 0.15% | Add +7.8% | 2,629,953 | $94.3M |
| Osaic Holdings, Inc. | 0.19% | Add +10.8% | 2,412,579 | $86.5M |
| HighTower Advisors, LLC | 0.12% | Add +79.1% | 2,398,427 | $86.0M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +17.8% | 2,133,057 | $76.5M |
| Private Advisor Group, LLC | 0.31% | Add +48.3% | 1,533,825 | $55.0M |
| Independent Advisor Alliance | 0.67% | New | 1,414,753 | $50.7M |
| MML Investors Services, LLC | 0.17% | Add +24.8% | 1,410,666 | $50.6M |
| Baird Financial Group, Inc. | 0.09% | Add +14.8% | 1,268,466 | $45.5M |
| Blair William & Co. | 0.13% | Add +13.7% | 1,243,511 | $44.6M |
| Steward Partners Investment Advisory, LLC | 0.34% | Add +19.4% | 1,080,895 | $38.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +11.9% | 1,078,420 | $38.7M |
| Kestra Advisory Services, LLC | 0.21% | Add +10.3% | 1,064,652 | $38.2M |
| Smith Chas P & Associates Pa Cpas | 2.01% | Add +2.0% | 975,635 | $35.0M |
| First Trust Advisors LP | 0.02% | Add +1699.1% | 763,274 | $27.4M |
| Avantax Advisory Services, Inc. | 0.16% | Add +25.4% | 723,521 | $25.9M |
| Prospera Financial Services Inc | 0.60% | Add +7.8% | 713,663 | $25.6M |
| Janney Montgomery Scott LLC | 0.07% | Add +46.8% | 713,298 | $25.6M |
| Integrated Wealth Concepts LLC | 0.29% | Add +23.8% | 691,411 | $24.8M |
| StoneX Group Inc. | 1.35% | Add +2.2% | 686,084 | $24.6M |
| NewEdge Advisors, LLC | 0.15% | Add +81.3% | 673,608 | $24.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +12.8% | 638,953 | $22.9M |
| Western Wealth Management, LLC | 1.16% | Add +14.2% | 605,230 | $21.7M |
| Harbour Investments, Inc. | 0.62% | Add +20.4% | 601,110 | $21.5M |
| Sage Private Wealth Group, LLC | 15.43% | Reduce -0.3% | 573,402 | $20.6M |
| Good Life Advisors, LLC | 1.48% | Add +18.7% | 567,671 | $20.4M |
| D.A. Davidson & Co. | 0.16% | Add +19.1% | 550,770 | $19.7M |
| Independent Financial Group, LLC | 0.63% | Add +65.8% | 532,934 | $19.1M |
| Sigma Planning Corp | 0.59% | Add +22.7% | 521,050 | $18.7M |
| Advance Capital Management, Inc. | 0.81% | New | 491,017 | $17.6M |
| Sanctuary Advisors, LLC | 0.11% | Add +18.3% | 464,571 | $17.6M |
| Atria Investments, Inc | 0.21% | Add +5.5% | 472,676 | $16.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +2.4% | 423,604 | $15.2M |
| Advantage Trust Co | 8.80% | Add +3.2% | 417,295 | $15.0M |
| GDS Wealth Management | 1.32% | Add +4.8% | 404,829 | $14.5M |
| Daymark Wealth Partners, LLC | 0.61% | Add +123.4% | 401,848 | $14.4M |
| Wagner Wealth Management, LLC | 3.63% | Add +5.2% | 392,166 | $14.1M |
| Pine Valley Investments Ltd Liability Co | 0.92% | Add +1.3% | 390,347 | $14.0M |
| Blue Chip Partners, LLC | 1.18% | New | 382,712 | $13.7M |
| Aptus Capital Advisors, LLC | 0.16% | Add +412.3% | 374,992 | $13.4M |
| Mariner, LLC | 0.02% | Add +8.1% | 372,568 | $13.4M |
| Sanchez Wealth Management Group | 3.47% | Add +0.8% | 354,481 | $12.7M |
| Solano Wealth Investment Advisors LLC | 7.57% | — | 351,147 | $12.6M |
| Guardian Wealth Advisors, LLC / NC | 0.98% | Add +523.6% | 342,184 | $12.3M |
| NorthCoast Asset Management LLC | 0.06% | Add +0.3% | 341,914 | $12.3M |
| Equitable Holdings, Inc. | 0.11% | Add +32.9% | 336,502 | $12.1M |
| Visionary Wealth Advisors | 0.69% | Reduce -10.3% | 330,497 | $11.8M |
| Kestra Private Wealth Services, LLC | 0.20% | Reduce -21.1% | 323,605 | $11.6M |
| B & T Capital Management DBA Alpha Capital Management | 2.07% | New | 314,380 | $11.3M |
| Ferguson Shapiro LLC | 4.11% | New | 309,810 | $11.1M |
| First Heartland Consultants, Inc. | 1.12% | Reduce -5.2% | 304,136 | $10.9M |
| Ergawealth Advisors, Inc. | 5.35% | Reduce -3.5% | 301,750 | $10.8M |
| Dagco, Inc. | 3.39% | Add +30.7% | 285,370 | $10.2M |
| RFG Advisory, LLC | 0.28% | Add +35.5% | 277,020 | $9.9M |
| First Horizon Advisors, Inc. | 0.28% | Add +43.0% | 275,534 | $9.9M |
| IHT Wealth Management, LLC | 0.30% | Add +8.9% | 258,531 | $9.3M |
| Presidio Capital Management, LLC | 4.85% | Reduce -25.2% | 252,746 | $9.1M |
| TrueWealth Advisors, LLC | 3.01% | Reduce -1.9% | 251,737 | $9.0M |
| Golden State Wealth Management, LLC | 1.34% | — | 249,404 | $8.9M |
| Jones Financial Companies LLLP | 0.01% | Add +207.1% | 249,236 | $8.9M |
| Crumly & Associates Inc. | 2.28% | Add +3.4% | 233,980 | $8.4M |
| TAP Consulting, LLC | 1.67% | Reduce -0.5% | 228,019 | $8.2M |
| Csenge Advisory Group | 0.44% | Add +1943.4% | 227,979 | $8.2M |
| Breakthru Advisory Services, LLC | 7.15% | — | 220,230 | $7.9M |
| Cibc World Market Inc. | 0.02% | New | 217,001 | $7.8M |
| Triumph Capital Management | 2.62% | Add +13.9% | 213,329 | $7.6M |
| Richmond Investment Services, LLC | 4.28% | — | 212,459 | $7.6M |
| Capital Investment Counsel, LLC | 1.27% | Add +0.3% | 212,062 | $7.6M |
| Beaumont Financial Advisors, LLC | 0.55% | New | 204,703 | $7.3M |
| N.E.W. Advisory Services LLC | 0.69% | Add +7.8% | 202,754 | $7.3M |
| Concourse Financial Group Securities, Inc. | 0.41% | Add +6.7% | 191,672 | $7.3M |
| Aprio Wealth Management, LLC | 1.05% | Add +8.5% | 201,302 | $7.2M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +48.1% | 199,270 | $7.1M |
| San Luis Wealth Advisors LLC | 1.35% | Add +10.2% | 198,784 | $7.1M |
| Benjamin Edwards Inc. | 0.10% | Add +10.4% | 197,680 | $7.1M |
| PSI Advisors, LLC | 2.10% | Add +7.4% | 197,075 | $7.1M |
| Southland Equity Partners LLC | 1.63% | Add +1.5% | 195,825 | $7.0M |
| Gallagher Fiduciary Advisors, LLC | 1.36% | Add +3.9% | 193,866 | $7.0M |
| Wealthcare Advisory Partners LLC | 0.19% | Add +34.3% | 193,114 | $6.9M |
| LFA - Lugano Financial Advisors SA | 4.45% | New | 190,046 | $6.8M |
| Certified Advisory Corp | 0.74% | Add +10.1% | 189,749 | $6.8M |
| Hobart Private Capital, LLC | 1.68% | Reduce -15.3% | 189,279 | $6.8M |
| Arvest Investments, Inc. | 1.06% | Add +1.5% | 185,597 | $6.7M |
| Foundations Investment Advisors, LLC | 0.13% | Add +5.0% | 184,977 | $6.6M |
| Ssi Investment Management LLC | 2.35% | Add +56.8% | 183,679 | $6.6M |
| Astor Investment Management LLC | 3.35% | Reduce -5.9% | 182,179 | $6.5M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +14.4% | 177,771 | $6.4M |
| J.W. Cole Advisors, Inc. | 0.26% | Reduce -13.3% | 177,456 | $6.4M |
| Arkadios Wealth Advisors | 0.35% | Add +29.2% | 177,289 | $6.4M |
| Peak Planning Group, LLC | 2.58% | Add +19.4% | 172,738 | $6.2M |
| Focus Financial Network, Inc. | 0.24% | Add +6.7% | 169,554 | $6.1M |
| Financial Advocates Investment Management | 0.34% | Add +28.8% | 168,052 | $6.0M |
| Secure Asset Management, LLC | 0.90% | Add +264.2% | 165,981 | $6.0M |
| Nations Financial Group Inc, /Ia/ | 0.43% | Add +102.5% | 163,879 | $5.9M |
| RiverTree Advisors, LLC | 3.74% | Add +2.7% | 158,892 | $5.7M |
| Oppenheimer & Co. Inc. | 0.09% | Add +29.3% | 158,767 | $5.7M |
| Redhawk Wealth Advisors, Inc. | 0.73% | Add +16.4% | 150,303 | $5.4M |
| Lifestyle Asset Management, Inc. | 2.90% | New | 148,574 | $5.3M |
| IFG Advisory, LLC | 0.29% | Add +9.2% | 144,860 | $5.2M |
| Gladstone Institutional Advisory LLC | 0.24% | Add +9.5% | 141,533 | $5.1M |
| Synovus Financial Corp. | 0.06% | Add +14.5% | 138,244 | $5.0M |
| Owen LaRue, LLC | 2.55% | Add +4.1% | 136,178 | $4.9M |
| Maia Wealth LLC | 1.04% | Reduce -3.9% | 128,746 | $4.8M |
| LeClair Wealth Partners LLC | 3.19% | — | 133,579 | $4.8M |
| Naviter Wealth, LLC | 0.57% | Reduce -0.9% | 131,858 | $4.7M |
| Provident Wealth Management, LLC | 1.57% | New | 131,541 | $4.7M |
| JPL Wealth Management, LLC | 1.31% | — | 127,868 | $4.6M |
| Apollon Wealth Management, LLC | 0.10% | Add +15.5% | 125,668 | $4.5M |
| World Equity Group, Inc. | 0.93% | Add +4.4% | 121,054 | $4.3M |
| US Bancorp \de | 0.01% | Add +16.9% | 120,180 | $4.3M |
| Precedent Wealth Partners, LLC | 1.39% | New | 118,624 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.1% | 117,774 | $4.2M |
| Per Stirling Capital Management, LLC. | 0.60% | Add +2.2% | 117,198 | $4.2M |
| Bright Financial Advisors, Inc. | 2.55% | Add +54.5% | 113,129 | $4.1M |
| GPS Wealth Strategies Group, LLC | 0.52% | Add +1.6% | 112,410 | $4.0M |
| Arax Advisory Partners | 0.25% | New | 110,705 | $4.0M |
| FSB Premier Wealth Management, Inc. | 1.59% | Add +54.1% | 110,468 | $4.0M |
| Prostatis Group LLC | 1.15% | Add +17.6% | 110,218 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.17% | Add +10.0% | 109,832 | $3.9M |
| Stonehaven Wealth & Tax Solutions, LLC | 4.23% | — | 108,334 | $3.9M |
| Elios Financial Group Inc. | 1.76% | Reduce -3.1% | 104,123 | $3.7M |
| CX Institutional | 0.15% | Add +9.4% | 103,479 | $3.7M |
| Ascentis Independent Advisors | 0.71% | Reduce -65.5% | 103,349 | $3.7M |
| IMG Wealth Management, Inc. | 3.42% | — | 103,227 | $3.7M |
| AssuredPartners Investment Advisors, LLC | 0.72% | — | 102,378 | $3.7M |
| Wisconsin Wealth Advisors, LLC | 5.39% | — | 101,923 | $3.7M |
| Wedbush Securities Inc. | 0.13% | Add +59.9% | 100,322 | $3.6M |
| AIFG Consultants Ltd. | 5.66% | Reduce -48.2% | 96,850 | $3.5M |
| Flagstar Securities, Inc. | 0.83% | Add +13.6% | 92,675 | $3.3M |
| First Hawaiian Bank | 0.11% | Add +68.1% | 92,134 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +30.1% | 91,503 | $3.3M |
| Cherry Creek Investment Advisors, Inc. | 1.61% | Add +5.8% | 91,355 | $3.3M |
| IFP Advisors, Inc | 0.11% | Add +39.4% | 91,165 | $3.3M |
| Comerica Bank | 0.01% | Add +11.8% | 90,890 | $3.3M |
| Stephens Inc. | 0.05% | Add +357.5% | 89,674 | $3.2M |
| Cozad Asset Management Inc. | 0.29% | Add +10.2% | 85,696 | $3.1M |
| KMG Fiduciary Partners, LLC | 0.25% | Add +6.7% | 85,610 | $3.1M |
| Darwin Wealth Management, LLC | 1.03% | Reduce -21.0% | 85,464 | $3.1M |
| Rehmann Capital Advisory Group | 0.19% | Add +29.9% | 83,382 | $3.0M |
| Titleist Asset Management, LLC | 0.34% | Add +1.8% | 83,300 | $3.0M |
| Spire Wealth Management | 0.09% | Add +6.8% | 82,199 | $2.9M |
| Trueblood Wealth Management, LLC | 1.44% | Add +10.6% | 81,514 | $2.9M |
| Atlas Wealth LLC | 1.54% | Add +8.6% | 81,509 | $2.9M |
| EWG Elevate Inc. | 0.89% | Add +2.9% | 81,473 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 80,685 | $2.9M |
| Simplicity Wealth,LLC | 0.60% | New | 79,600 | $2.9M |
| Clarity Capital Partners LLC | 1.47% | Add +3.1% | 79,186 | $2.8M |
| Central Pacific Bank - Trust Division | 0.39% | Add +46.7% | 79,025 | $2.8M |
| Forefront Wealth Partners, LLC | 2.07% | — | 77,575 | $2.8M |
| Kingsview Wealth Management, LLC | 0.05% | Add +9.6% | 77,157 | $2.8M |
| Principal Securities, Inc. | 0.06% | Add +30.9% | 75,976 | $2.7M |
| Moors & Cabot, Inc. | 0.13% | Add +23.9% | 75,599 | $2.7M |
| Secured Retirement Advisors, LLC | 1.55% | Add +2.5% | 75,449 | $2.7M |
| IronBridge Private Wealth, LLC | 0.99% | Add +6.8% | 75,376 | $2.7M |
| Bolthouse Investments, LLC | 2.49% | — | 75,278 | $2.7M |
| POM Investment Strategies, LLC | 2.02% | Add +1.0% | 74,797 | $2.7M |
| Formidable Asset Management, LLC | 0.44% | Add +4.0% | 74,309 | $2.7M |
| Mason & Associates Inc | 0.62% | Reduce -0.6% | 73,490 | $2.6M |
| Continuum Advisory, LLC | 0.33% | Add +7.5% | 72,511 | $2.6M |
| Renaissance Technologies | 0.00% | New | 71,200 | $2.6M |
| KPP Advisory Services LLC | 0.60% | Add +6.1% | 70,987 | $2.5M |
| Citadel Advisors | 0.00% | Add +230.2% | 70,878 | $2.5M |
| Harvest Investment Services, LLC | 0.62% | Add +2.5% | 70,587 | $2.5M |
| Meridian Wealth Management, LLC | 0.12% | Add +77.7% | 69,889 | $2.5M |
| Merit Financial Group, LLC | 0.04% | New | 69,085 | $2.5M |
| Entruity Wealth, LLC | 2.44% | — | 68,624 | $2.5M |
| BlueChip Wealth Advisors LLC | 1.36% | Add +9.3% | 68,341 | $2.5M |
| Mutual Advisors, LLC | 0.07% | Add +50.0% | 65,429 | $2.4M |
| Griffith & Werner, Inc. | 1.61% | — | 68,004 | $2.4M |
| Farther Finance Advisors, LLC | 0.09% | Add +90.9% | 67,744 | $2.4M |
| Creative Financial Designs Inc. | 0.20% | Add +51.1% | 67,526 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.23% | Add +8.3% | 66,752 | $2.4M |
| Genesis Private Wealth, LLC | 1.30% | — | 65,632 | $2.4M |
| Summit Wealth Partners, LLC | 0.48% | Reduce -11.2% | 65,265 | $2.3M |
| Global Retirement Partners, LLC | 0.06% | Add +30.0% | 62,360 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +22.2% | 62,094 | $2.2M |
| Trivium Point Advisory, LLC | 0.28% | Add +8.0% | 61,619 | $2.2M |
| Keystone Financial Group | 0.22% | Add +10.4% | 61,019 | $2.2M |
| Fairvoy Private Wealth, LLC | 0.58% | — | 60,814 | $2.2M |
| Hickory Asset Management, Inc. | 1.83% | — | 60,102 | $2.2M |
| DHK Financial Advisors, Inc. | 1.28% | Add +0.5% | 58,897 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 58,801 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +26.3% | 58,188 | $2.1M |
| Proactive Wealth Strategies LLC | 1.07% | Reduce -24.4% | 57,372 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +45.3% | 53,108 | $2.0M |
| Summit Investment Advisory Services, LLC | 1.02% | Reduce -0.2% | 55,102 | $2.0M |
| Silver Oak Securities, Incorporated | 0.18% | Add +5.4% | 55,228 | $2.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.40% | Add +33.3% | 54,869 | $2.0M |
| Valley National Advisers Inc. | 0.35% | Add +12.2% | 53,997 | $1.9M |
| Laidlaw Wealth Management LLC | 0.84% | Add +24.4% | 53,485 | $1.9M |
| Scotia Capital Inc. | 0.01% | Add +153.3% | 52,883 | $1.9M |
| Huntleigh Advisors, Inc. | 0.41% | — | 52,468 | $1.9M |
| PCG Wealth Advisors, LLC | 0.69% | Add +6.9% | 52,265 | $1.9M |
| Keel Point, LLC | 0.15% | Add +9.7% | 52,120 | $1.9M |
| Purus Wealth Management, LLC | 0.73% | Add +5.1% | 51,567 | $1.8M |
| Cwm, LLC | 0.01% | Add +505.0% | 50,845 | $1.8M |
| MPWM Advisory Solutions, LLC | 1.32% | — | 50,406 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -67.1% | 50,361 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.80% | Add +31.2% | 49,932 | $1.8M |
| Team Financial Group, LLC | 1.02% | Reduce -16.5% | 49,485 | $1.8M |
| AE Wealth Management LLC | 0.01% | Add +8.8% | 48,564 | $1.7M |
| Ipsen Advisor Group LLC | 1.49% | — | 48,498 | $1.7M |
| Koshinski Asset Management, Inc. | 0.15% | Add +1.4% | 48,071 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -6.4% | 48,053 | $1.7M |
| International Assets Investment Management, LLC | 0.14% | New | 46,968 | $1.7M |
| Fairway Financial, LLC | 1.48% | — | 45,253 | $1.6M |
| Anderson Financial Strategies, LLC | 0.95% | — | 43,753 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -8.8% | 43,695 | $1.6M |
| Quadrature Capital Ltd | 0.03% | New | 43,486 | $1.6M |
| United Advisor Group, LLC | 0.31% | Add +28.6% | 43,395 | $1.6M |
| Legacy Capital Group California, Inc. | 0.47% | Reduce -4.1% | 43,388 | $1.6M |
| &partners | 0.02% | Add +83.0% | 41,923 | $1.5M |
| Marshall Financial Group, LLC | 0.37% | Add +0.4% | 42,246 | $1.5M |
| Marshall Investment Management, LLC | 0.88% | — | 41,172 | $1.5M |
| Capital Advantage, Inc. | 0.27% | Add +14.5% | 41,358 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +247.0% | 41,061 | $1.5M |
| Walkner Condon Financial Advisors LLC | 0.30% | Add +35.1% | 41,036 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +31.3% | 40,714 | $1.5M |
| Brookstone Capital Management | 0.02% | Add +73.6% | 40,673 | $1.5M |
| Virtus Family Office LLC | 1.82% | New | 40,577 | $1.5M |
| Grantvest Financial Group LLC | 1.62% | — | 40,416 | $1.4M |
| Private Trust Co. NA | 0.15% | Add +13.6% | 40,333 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +5.9% | 39,649 | $1.4M |
| Root Financial Partners, LLC | 0.17% | Reduce -6.9% | 39,297 | $1.4M |
| Hilltop Holdings Inc. | 0.09% | Add +0.3% | 39,224 | $1.4M |
| Medallion Wealth Advisors, LLC | 0.68% | — | 38,655 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +18.3% | 37,728 | $1.4M |
| PKS Advisory Services, LLC | 0.34% | — | 37,675 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -42.1% | 37,526 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +124.6% | 37,385 | $1.3M |
| MinichMacGregor Wealth Management, LLC | 0.27% | Reduce -10.7% | 36,684 | $1.3M |
| Meitav Investment House Ltd. | 0.02% | No change | 36,298 | $1.3M |
| Tyler-Stone Wealth Management | 0.23% | Add +14.0% | 36,274 | $1.3M |
| City Holding Co. | 0.18% | New | 36,003 | $1.3M |
| OneAscent Financial Services LLC | 0.11% | New | 35,343 | $1.3M |
| Arkos Global Advisors | 0.18% | Add +4.2% | 35,177 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -65.8% | 34,342 | $1.2M |
| Altus Wealth Group LLC | 0.53% | Reduce -42.7% | 33,358 | $1.2M |
| Chris Bulman Inc | 0.75% | Add +120.3% | 32,922 | $1.2M |
| Mgo One Seven LLC | 0.04% | Add +19.5% | 32,617 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +58.6% | 32,504 | $1.2M |
| KOM Wealth Management Group, LLC | 0.85% | Add +4.0% | 32,247 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +73.7% | 32,076 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.5% | 31,280 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -7.5% | 31,280 | $1.1M |
| WealthPlan Investment Management, LLC | 0.11% | New | 31,135 | $1.1M |
| tru Independence LLC | 0.35% | Add +1.2% | 31,039 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +2.8% | 30,964 | $1.1M |
| World Investment Advisors | 0.03% | Add +5.7% | 30,856 | $1.1M |
| SLT Holdings LLC | 1.07% | — | 30,801 | $1.1M |
| Belpointe Asset Management LLC | 0.06% | Add +2.9% | 29,112 | $1.0M |
| Arcadia Wealth Management, Inc. | 0.89% | — | 29,064 | $1.0M |
| American Institute for Advanced Investment Management, LLP | 0.74% | New | 27,813 | $997K |
| NewEdge Wealth, LLC | 0.02% | No change | 27,447 | $984K |
| Money Concepts Capital Corp. | 0.07% | Add +0.4% | 26,851 | $963K |
| DAVENPORT & Co LLC | 0.01% | Add +9.3% | 26,827 | $962K |
| Whipplewood Advisors, LLC | 0.54% | — | 26,526 | $951K |
| Partners Wealth Management, LLC | 1.07% | — | 26,174 | $938K |
| Axxcess Wealth Management, LLC | 0.02% | Add +322.8% | 26,148 | $937K |
| Beacon Financial Advisory LLC | 0.30% | Add +63.8% | 25,899 | $928K |
| Lighthouse Wealth Management Inc. | 0.84% | — | 25,726 | $922K |
| Pinnacle Associates Ltd. | 0.01% | New | 25,303 | $907K |
| Spectrum Wealth Advisory Group, LLC | 0.43% | New | 25,260 | $906K |
| Key Client Fiduciary Advisors, LLC | 0.39% | Reduce -2.7% | 24,302 | $871K |
| Elevated Capital Advisors, LLC | 0.24% | Reduce -38.6% | 24,167 | $866K |
| SageOak Financial, LLC | 0.79% | — | 24,024 | $861K |
| Horizon Advisory Services, Inc. | 0.49% | Reduce -96.9% | 24,021 | $861K |
| Investment Partners, LTD. | 0.35% | Add +0.3% | 23,997 | $860K |
| Mach-1 Financial Group, LLC | 1.54% | Reduce -90.3% | 23,869 | $856K |
| Regal Investment Advisors LLC | 0.06% | Add +66.6% | 23,850 | $855K |
| Lion Street Advisors, LLC | 0.27% | Add +20.8% | 23,791 | $853K |
| Davis Investment Partners, LLC | 0.36% | Add +9.2% | 23,932 | $847K |
| Level Four Advisory Services, LLC | 0.03% | Add +15.6% | 23,429 | $840K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +75.7% | 23,231 | $833K |
| Ameriprise Financial Inc. | 0.00% | New | 23,145 | $830K |
| Independent Wealth Network Inc. | 0.33% | Add +32.5% | 22,483 | $806K |
| Wintrust Investments LLC | 0.69% | Add +17.8% | 21,854 | $783K |
| Commonwealth Financial Services, LLC | 0.15% | Add +15.1% | 21,681 | $777K |
| Cary Street Partners Financial LLC | 0.03% | — | 21,510 | $771K |
| Insight Inv LLC | 0.54% | New | 21,475 | $770K |
| Pursue Wealth Partners LLC | 0.44% | New | 21,379 | $766K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +28.3% | 21,350 | $765K |
| LM Advisors LLC | 0.14% | Add +114.4% | 21,180 | $760K |
| Snowden Capital Advisors LLC | 0.02% | Add +13.2% | 21,162 | $759K |
| Ballew Advisors, Inc | 0.48% | Add +25.5% | 21,062 | $756K |
| Avior Wealth Management, LLC | 0.03% | Add +1.1% | 21,011 | $753K |
| SFG Wealth Management, LLC. | 0.38% | Reduce -6.4% | 20,458 | $733K |
| Smith, Moore & Co. | 0.07% | Add +24.2% | 20,418 | $732K |
| Insigneo Advisory Services, LLC | 0.07% | Add +13.2% | 20,083 | $720K |
| Founders Financial Securities LLC | 0.06% | Add +86.9% | 19,941 | $715K |
| Main Street Financial Solutions, LLC | 0.07% | Add +25.2% | 19,781 | $709K |
| Econ Financial Services Corp | 0.40% | Reduce -19.5% | 19,613 | $703K |
| Cottage Street Advisors LLC | 0.36% | Add +5.1% | 19,398 | $695K |
| Winebrenner Capital Management LLC | 0.53% | — | 19,293 | $692K |
| TCFG Wealth Management, LLC | 0.35% | Add +0.1% | 19,255 | $690K |
| Capital Analysts, LLC | 0.03% | Add +22.6% | 19,188 | $688K |
| Betterment LLC | 0.00% | Add +240.9% | 19,197 | $688K |
| Collaborative Wealth Managment Inc. | 0.31% | Add +17.4% | 19,135 | $686K |
| TD Waterhouse Canada Inc. | 0.01% | Add +16.4% | 18,860 | $676K |
| Kraematon Investment Advisors, Inc. | 0.66% | Add +48.4% | 18,615 | $667K |
| Convergence Financial, LLC | 0.13% | Reduce -2.5% | 17,904 | $642K |
| Clear Point Advisors Inc. | 0.55% | Add +0.0% | 17,902 | $642K |
| Strategic Financial Concepts, LLC | 0.12% | New | 17,780 | $637K |
| Fig Financial Advisory Services Inc. | 0.43% | — | 17,608 | $631K |
| Legacy Capital Wealth Partners, LLC | 0.14% | Reduce -1.4% | 16,185 | $580K |
| Keystone Financial Services, LLC | 0.53% | — | 15,999 | $574K |
| Chicago Capital, LLC | 0.01% | New | 15,389 | $552K |
| Gentry Private Wealth, LLC | 2.27% | Reduce -15.9% | 15,209 | $545K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.0% | 15,056 | $540K |
| Global Assets Advisory, LLC | 0.30% | Reduce -5.4% | 15,048 | $538K |
| LRI Investments, LLC | 0.05% | No change | 15,000 | $538K |
| Modern Wealth Management, LLC | 0.02% | New | 14,972 | $537K |
| Claris Financial LLC | 0.35% | — | 14,931 | $535K |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -24.3% | 14,801 | $531K |
| Kovack Advisors, Inc. | 0.05% | Add +65.4% | 14,582 | $523K |
| Stiles Financial Services Inc | 0.19% | Add +85.5% | 14,473 | $519K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | New | 14,400 | $516K |
| DHJJ Financial Advisors, Ltd. | 0.20% | Add +0.4% | 14,385 | $516K |
| Milestone Asset Management, LLC | 0.11% | Add +0.6% | 14,204 | $509K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -40.6% | 14,114 | $506K |
| Impact Partnership Wealth, LLC | 0.10% | Add +11.9% | 14,004 | $502K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -63.1% | 13,984 | $501K |
| Fearless Solutions, LLC dba Best Invest | 0.38% | — | 13,840 | $496K |
| OMNI 360 Wealth, Inc. | 0.33% | Add +1.5% | 13,840 | $496K |
| Grant/GrossMendelsohn, LLC | 0.26% | Add +40.0% | 13,835 | $496K |
| Allworth Financial LP | 0.00% | Add +28.5% | 12,950 | $490K |
| Woodmont Investment Counsel LLC | 0.04% | Add +37.4% | 13,511 | $484K |
| Pitti Group Wealth Management, LLC | 0.49% | Add +70.9% | 13,510 | $484K |
| Advisory Services Network, LLC | 0.01% | Reduce -36.5% | 13,427 | $481K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 13,424 | $481K |
| Northern Trust Corp. | 0.00% | Reduce -5.6% | 13,242 | $475K |
| GeoWealth Management, LLC | 0.02% | Reduce -21.4% | 13,140 | $471K |
| Old Port Advisors | 0.13% | Reduce -0.3% | 12,822 | $460K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -3.0% | 12,778 | $458K |
| FMR LLC | 0.00% | Reduce -8.8% | 12,746 | $457K |
| Prosperity Financial Group, Inc. | 0.23% | Reduce -64.3% | 12,715 | $456K |
| WPG Advisers, LLC | 0.42% | — | 12,625 | $453K |
| Objective Capital Management, LLC | 0.30% | Add +0.3% | 12,513 | $449K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | New | 12,500 | $448K |
| Concentrum Wealth Management | 0.16% | New | 12,443 | $446K |
| Ellsworth Advisors, LLC | 0.12% | Add +26.0% | 12,259 | $440K |
| Barry Investment Advisors, LLC | 0.14% | Add +5.8% | 11,986 | $430K |
| Barrett & Company, Inc. | 0.18% | Add +0.0% | 11,911 | $427K |
| Ethos Financial Group, LLC | 0.06% | Reduce -0.2% | 11,816 | $424K |
| Geneos Wealth Management Inc. | 0.01% | Add +63.2% | 11,502 | $412K |
| Balboa Wealth Partners | 0.09% | New | 11,473 | $411K |
| Clear Creek Financial Management, LLC | 0.04% | Add +5.3% | 11,419 | $409K |
| Accel Wealth Management | 0.15% | Add +34.7% | 11,404 | $409K |
| Clark Capital Management Group, Inc. | 0.00% | Add +40.3% | 11,259 | $404K |
| Cottonwood Capital Advisors, LLC | 0.28% | Add +0.1% | 11,047 | $396K |
| Total Clarity Wealth Management, Inc. | 0.13% | Add +91.5% | 10,986 | $394K |
| Krilogy Financial LLC | 0.03% | Add +0.0% | 10,893 | $391K |
| Sovran Advisors, LLC | 0.06% | — | 10,546 | $386K |
| Quad-Cities Investment Group, LLC | 0.19% | Reduce -0.7% | 10,680 | $383K |
| Perigon Wealth Management, LLC | 0.01% | No change | 10,205 | $382K |
| Comprehensive Financial Planning, Inc. | 0.32% | — | 10,578 | $379K |
| Quantum Private Wealth, LLC | 0.12% | Reduce -10.9% | 10,448 | $375K |
| Arbor Capital Management Inc. | 0.36% | Add +22.1% | 9,815 | $370K |
| Prosperity Wealth Management, Inc. | 0.15% | Reduce -0.4% | 10,223 | $366K |
| JT Stratford LLC | 0.06% | No change | 10,053 | $360K |
| ORBA Wealth Advisors, L.L.C. | 0.19% | Reduce -28.6% | 9,970 | $357K |
| Maridea Wealth Management LLC | 0.11% | — | 9,937 | $356K |
| Barnes Pettey Financial Advisors, LLC | 0.27% | New | 9,903 | $355K |
| Northwest Financial Advisors | 0.29% | Add +17.7% | 9,796 | $351K |
| Tempus Wealth Planning, LLC | 0.11% | New | 9,712 | $348K |
| AdvisorNet Financial, Inc | 0.03% | Add +48.6% | 9,692 | $347K |
| TFB Advisors LLC | 0.10% | No change | 9,526 | $342K |
| Second Half Financial Partners, LLC | 0.16% | Reduce -3.7% | 9,382 | $336K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +12.2% | 9,223 | $331K |
| Parallel Advisors, LLC | 0.01% | New | 9,214 | $330K |
| Columbia Advisory Partners LLC | 0.30% | New | 9,143 | $328K |
| Trustmark Bank Trust Department | 0.02% | No change | 8,725 | $313K |
| Frederick Financial Consultants, LLC | 0.24% | — | 8,534 | $306K |
| ARS Wealth Advisors Group, LLC | 0.04% | New | 8,518 | $305K |
| L.M. Kohn & Company | 0.08% | Add +33.2% | 8,410 | $301K |
| Michels Family Financial, LLC | 0.28% | — | 8,401 | $301K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 8,386 | $301K |
| Faithward Advisors, LLC | 0.05% | Add +1.1% | 8,263 | $296K |
| Jacobi Capital Management LLC | 0.02% | Add +0.5% | 8,257 | $296K |
| 626 Financial, LLC | 0.16% | Add +26.1% | 8,178 | $293K |
| Private Client Services, LLC | 0.16% | Add +9.9% | 8,086 | $290K |
| CPC Advisors, LLC | 0.04% | New | 8,028 | $288K |
| Bank of New York Mellon Corp | 0.00% | Add +15.5% | 7,943 | $285K |
| Kraft, Davis & Associates, LLC | 0.08% | New | 7,731 | $281K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 7,736 | $277K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.10% | No change | 7,719 | $277K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,717 | $277K |
| Nova Wealth Management, Inc. | 0.24% | — | 7,682 | $275K |
| Townsquare Capital LLC | 0.00% | Add +20.8% | 7,650 | $274K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | — | 7,646 | $274K |
| American Financial Advisors, LLC | 0.04% | Add +2.0% | 7,500 | $269K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +17.6% | 7,342 | $263K |
| Puff Wealth Management, LLC | 0.45% | — | 7,252 | $260K |
| ERn Financial, LLC | 0.04% | Add +0.5% | 7,211 | $259K |
| Triton Wealth Management, PLLC | 0.13% | No change | 6,594 | $257K |
| Rothschild Investment LLC | 0.02% | Add +4674.0% | 7,161 | $257K |
| Waterfront Wealth Inc. | 0.06% | Add +0.3% | 7,078 | $254K |
| Brown Advisory Inc. | 0.00% | New | 7,006 | $251K |
| Platform Technology Partners | 0.08% | Add +11.6% | 7,005 | $251K |
| Creative Planning | 0.00% | New | 6,972 | $250K |
| Laraway Financial Advisors Inc | 0.19% | New | 6,814 | $244K |
| Perennial Investment Advisors, LLC | 0.03% | New | 6,448 | $231K |
| Calton & Associates, Inc. | 0.10% | New | 6,341 | $227K |
| Fiduciary Trust Co | 0.00% | Add +8.0% | 6,314 | $226K |
| CacheTech Inc. | 0.04% | New | 6,310 | $226K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 6,216 | $223K |
| Saxony Capital Management, LLC | 0.19% | Reduce -2.7% | 6,143 | $220K |
| ORG Partners LLC | 0.03% | Add +202.5% | 6,050 | $217K |
| Acorn Wealth Advisors, LLC | 0.09% | No change | 6,031 | $216K |
| Paragon Private Wealth Management, LLC | 0.10% | New | 6,007 | $215K |
| Assetmark, Inc. | 0.00% | Add +85.7% | 5,963 | $214K |
| Stegent Equity Advisors, Inc. | 0.22% | Reduce -8.8% | 5,933 | $213K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,810 | $208K |
| Salem Investment Counselors Inc. | 0.01% | No change | 5,805 | $208K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -19.2% | 5,796 | $208K |
| Pinnacle Financial Partners Inc | 0.00% | New | 5,724 | $205K |
| Coppell Advisory Solutions LLC | 0.03% | Add +51.7% | 5,669 | $202K |
| Prasad Wealth Partners, LLC | 0.07% | — | 5,615 | $201K |
| Creekmur Asset Management LLC | 0.04% | No change | 5,409 | $194K |
| TD Capital Management LLC | 0.02% | Add +1.2% | 5,030 | $180K |
| Larson Financial Group LLC | 0.01% | Add +21.7% | 4,958 | $178K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +20.0% | 4,255 | $153K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -2.1% | 4,250 | $152K |
| Raleigh Capital Management Inc. | 0.05% | Reduce -1.3% | 3,937 | $141K |
| Montag A & Associates Inc. | 0.01% | No change | 3,684 | $132K |
| Kestra Investment Management, LLC | 0.00% | New | 3,225 | $116K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +19.4% | 3,169 | $113K |
| Centaurus Financial, Inc. | 0.01% | New | 3,055 | $110K |
| FWL Investment Management, LLC | 0.04% | Reduce -92.2% | 2,829 | $101K |
| Castleview Partners, LLC | 0.05% | Add +36.7% | 2,785 | $100K |
| National Bank of Canada | 0.00% | Add +248.0% | 2,565 | $92K |
| Anfield Capital Management, LLC | 0.03% | No change | 2,500 | $90K |
| Abound Wealth Management | 0.03% | Reduce -44.8% | 2,421 | $87K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +147.7% | 2,108 | $76K |
| Wolff Wiese Magana LLC | 0.05% | New | 2,007 | $72K |
| Knuff & Co LLC | 0.02% | New | 2,000 | $72K |
| United Community Bank | 0.03% | New | 1,927 | $69K |
| Tucker Asset Management LLC | 0.02% | Reduce -28.4% | 1,852 | $66K |
| Elevation Wealth Partners, LLC | 0.03% | New | 1,721 | $62K |
| New Wave Wealth Advisors LLC | 0.02% | New | 1,665 | $60K |
| Sunbelt Securities, Inc. | 0.00% | New | 1,550 | $55K |
| Global Trust Asset Management, LLC | 0.02% | New | 1,460 | $52K |
| Signaturefd, LLC | 0.00% | No change | 1,266 | $45K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,222 | $44K |
| Accordant Advisory Group Inc | 0.04% | No change | 1,200 | $43K |
| Fairway Wealth LLC | 0.02% | New | 1,200 | $43K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 1,199 | $43K |
| Bank of Montreal | 0.00% | New | 1,192 | $43K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,160 | $42K |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,008 | $36K |
| Hoey Investments, Inc. | 0.01% | New | 1,000 | $36K |
| Key Financial Inc | 0.01% | No change | 924 | $33K |
| AlphaMark Advisors, LLC | 0.01% | New | 875 | $31K |
| Mascoma Wealth Management LLC | 0.01% | New | 859 | $31K |
| Park Square Financial Group, LLC | 0.02% | — | 852 | $31K |
| Headlands Technologies LLC | 0.00% | Add +307.1% | 802 | $29K |
| FSC Wealth Advisors, LLC | 0.02% | New | 800 | $29K |
| Pineridge Advisors LLC | 0.01% | Add +138.9% | 762 | $27K |
| Grove Bank & Trust | 0.00% | New | 760 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 724 | $26K |
| Eagle Bay Advisors LLC | 0.01% | No change | 642 | $23K |
| Sawyer & Company, Inc | 0.01% | Reduce -30.8% | 587 | $21K |
| Tidemark, LLC | 0.01% | Add +0.4% | 565 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 560 | $20K |
| Mather Group, Llc. | 0.00% | Reduce -33.0% | 515 | $18K |
| American Capital Advisory, LLC | 0.01% | Add +157.7% | 500 | $18K |
| 2UniFi Bank | 0.01% | — | 485 | $17K |
| Aventura Private Wealth, LLC | 0.01% | — | 484 | $17K |
| Sandy Spring Bank | 0.00% | Add +8.0% | 432 | $15K |
| Kozak & Associates, Inc. | 0.00% | Add +0.7% | 423 | $15K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 394 | $14K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.8% | 346 | $12K |
| GoalVest Advisory LLC | 0.00% | Reduce -51.9% | 325 | $12K |
| Ameriflex Group, Inc. | 0.00% | — | 277 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | New | 249 | $9K |
| Whittier Trust Co. | 0.00% | No change | 200 | $7K |
| Main Street Group, LTD | 0.00% | Add +1.0% | 199 | $7K |
| IAG Wealth Partners, LLC | 0.00% | No change | 150 | $5K |
| Investors Research Corp | 0.00% | Reduce -68.3% | 137 | $5K |
| GAMMA Investing LLC | 0.00% | No change | 128 | $5K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 100 | $4K |
| Westside Investment Management, Inc. | 0.00% | New | 100 | $4K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 46 | $2K |
| Lanark Financial, Inc. | 0.15% | — | 44 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 31 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -93.0% | 29 | $1K |
| Van Eck Associates Corp. | 0.00% | No change | 39 | $1K |
| SBI Securities Co., Ltd. | 0.00% | — | 14 | $502 |
| 1620 Investment Advisors, Inc. | 0.00% | New | 3 | $108 |
| Coston, McIsaac & Partners | 0.00% | No change | 13 | $0 |
"% of holder's portfolio" is SDVY's weight in each manager's 13F, not the share of First Trust Smid Cap Rising the manager owns.