First Trust Smid Cap RisingSDVYETF
13F holders, Q2 2025 (June 30)473holders −11
42new positions
53sold out
3famous investors
$35.30avg. 13F price*
At the end of Q2 2025, 473 institutions reported holding First Trust Smid Cap Rising (SDVY) in their 13F filings, down 11 from Q1 2025. 42 opened new positions and 53 sold out. The largest holders were LPL Financial LLC ($830.4M), Morgan Stanley ($695.5M) and Raymond James Financial Inc. ($424.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Trust Smid Cap Rising
- CUSIP
- 33741X102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $40.6M |
| Exits | 53 | $73.9M |
All 13F filers, Q1 2025 → Q2 2025: 9,015,209 shares bought and 10,893,627 shares sold, net −1,878,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 473 holders
| LPL Financial LLC | 0.28% | Add +0.7% | 23,536,432 | $830.4M |
| Morgan Stanley | 0.05% | Add +1.2% | 19,713,398 | $695.5M |
| Raymond James Financial Inc. | 0.15% | Reduce -3.8% | 12,018,669 | $424.0M |
| Wells Fargo & Company | 0.09% | Reduce -9.6% | 11,972,064 | $422.4M |
| Bank of America Corp. | 0.02% | Reduce -5.8% | 7,368,266 | $260.0M |
| UBS Group AG | 0.05% | Reduce -5.2% | 6,401,958 | $225.9M |
| Royal Bank of Canada | 0.04% | Reduce -1.8% | 5,786,141 | $204.1M |
| Cetera Investment Advisers | 0.31% | Add +5.5% | 5,276,231 | $186.1M |
| Capital Investment Advisors, LLC | 2.54% | Add +6.5% | 3,972,146 | $144.1M |
| Stifel Financial Corp. | 0.12% | Reduce -0.5% | 3,463,545 | $122.2M |
| Park National Corp. | 3.93% | Add +9.0% | 3,376,574 | $119.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -5.1% | 2,974,264 | $104.9M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -1.3% | 2,890,125 | $102.0M |
| Harbour Investments, Inc. | 2.53% | Add +472.9% | 2,835,642 | $100.0M |
| LVZ, Inc. | 11.62% | Add +3.0% | 2,747,396 | $96.9M |
| Osaic Holdings, Inc. | 0.17% | Add +11.2% | 2,744,843 | $96.8M |
| HighTower Advisors, LLC | 0.11% | Add +2.4% | 2,598,480 | $91.7M |
| Truist Financial Corp. | 0.12% | Reduce -15.2% | 2,371,783 | $83.7M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -0.7% | 2,237,668 | $78.9M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +29.9% | 1,939,333 | $68.4M |
| MML Investors Services, LLC | 0.16% | Add +5.1% | 1,614,179 | $56.9M |
| Baird Financial Group, Inc. | 0.08% | Reduce -12.9% | 1,306,468 | $46.1M |
| Kestra Advisory Services, LLC | 0.23% | Add +2.9% | 1,305,901 | $46.1M |
| Blair William & Co. | 0.12% | Reduce -0.4% | 1,265,220 | $44.6M |
| Private Advisor Group, LLC | 0.23% | Reduce -24.8% | 1,193,504 | $42.1M |
| Smith Chas P & Associates Pa Cpas | 2.04% | Add +2.6% | 1,028,128 | $36.3M |
| NewEdge Advisors, LLC | 0.17% | Reduce -35.6% | 953,881 | $33.7M |
| Prospera Financial Services Inc | 0.55% | Add +3.7% | 834,088 | $29.4M |
| Janney Montgomery Scott LLC | 0.07% | Add +1.9% | 779,069 | $27.5M |
| Good Life Advisors, LLC | 1.59% | Add +20.5% | 721,425 | $25.5M |
| Avantax Advisory Services, Inc. | 0.14% | Add +3.5% | 701,789 | $24.8M |
| Jones Financial Companies LLLP | 0.02% | Add +40.6% | 667,902 | $23.6M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -3.3% | 650,888 | $23.0M |
| D.A. Davidson & Co. | 0.16% | Reduce -1.6% | 643,785 | $22.7M |
| Western Wealth Management, LLC | 1.26% | Reduce -7.2% | 599,077 | $21.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -10.3% | 575,263 | $21.0M |
| StoneX Group Inc. | 1.01% | Reduce -6.8% | 587,932 | $20.7M |
| First Trust Advisors LP | 0.02% | Reduce -15.5% | 586,154 | $20.7M |
| Richmond Investment Services, LLC | 4.18% | Add +103.2% | 560,714 | $19.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.7% | 558,478 | $19.7M |
| Blue Chip Partners, LLC | 1.55% | Add +45.0% | 540,503 | $19.1M |
| Equitable Holdings, Inc. | 0.15% | Add +15.7% | 508,235 | $17.9M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -1.8% | 504,024 | $17.8M |
| Steward Partners Investment Advisory, LLC | 0.14% | Reduce -16.3% | 502,386 | $17.7M |
| Wagner Wealth Management, LLC | 3.67% | Add +4.3% | 456,314 | $16.1M |
| Aptus Capital Advisors, LLC | 0.15% | Add +8.3% | 440,289 | $15.5M |
| Solano Wealth Investment Advisors LLC | 7.64% | Add +4.1% | 421,640 | $14.9M |
| Advantage Trust Co | 7.25% | Add +1.5% | 417,055 | $14.7M |
| Pine Valley Investments Ltd Liability Co | 0.86% | Add +0.5% | 416,736 | $14.7M |
| Guardian Wealth Advisors, LLC / NC | 1.01% | Add +8.8% | 408,309 | $14.4M |
| Independent Financial Group, LLC | 0.39% | Reduce -27.6% | 403,178 | $14.2M |
| Focus Financial Network, Inc. | 0.56% | Add +7.4% | 399,417 | $14.1M |
| Sigma Planning Corp | 0.42% | Reduce -29.1% | 394,835 | $13.9M |
| Sanchez Wealth Management Group | 3.32% | Add +4.1% | 389,744 | $13.8M |
| Crumly & Associates Inc. | 3.33% | Add +40.0% | 387,258 | $13.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +189.9% | 368,711 | $13.0M |
| RFG Advisory, LLC | 0.30% | Add +5.1% | 358,188 | $12.6M |
| Cwm, LLC | 0.04% | Add +29.3% | 357,793 | $12.6M |
| B & T Capital Management DBA Alpha Capital Management | 2.10% | Add +1.2% | 346,245 | $12.2M |
| Dagco, Inc. | 3.37% | Add +10.0% | 342,658 | $12.1M |
| Lifestyle Asset Management, Inc. | 5.34% | Add +16.0% | 324,002 | $11.4M |
| First Horizon Advisors, Inc. | 0.30% | Add +5.6% | 323,576 | $11.4M |
| Mariner, LLC | 0.02% | Reduce -24.8% | 308,708 | $10.9M |
| Atria Investments, Inc | 0.13% | Reduce -28.6% | 307,056 | $10.8M |
| Benjamin Edwards Inc. | 0.14% | Add +22.0% | 306,485 | $10.8M |
| Golden State Wealth Management, LLC | 1.30% | Add +2.9% | 303,184 | $10.7M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +2.7% | 297,205 | $10.5M |
| First Heartland Consultants, Inc. | 0.92% | Add +2.5% | 293,020 | $10.3M |
| &partners | 0.08% | Add +653.0% | 290,064 | $10.2M |
| Kestra Private Wealth Services, LLC | 0.15% | Reduce -4.2% | 287,565 | $10.1M |
| Mach-1 Financial Group, LLC | 2.84% | Add +12.6% | 276,140 | $9.7M |
| Ergawealth Advisors, Inc. | 4.31% | Reduce -8.7% | 271,747 | $9.6M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +3.5% | 270,260 | $9.5M |
| Arkadios Wealth Advisors | 0.28% | Add +10.8% | 267,448 | $9.4M |
| Arvest Investments, Inc. | 1.40% | Add +26.8% | 264,590 | $9.3M |
| TrueWealth Advisors, LLC | 2.75% | Add +0.5% | 263,145 | $9.3M |
| Private Wealth Asset Management, LLC | 1.22% | Add +43.4% | 260,865 | $9.2M |
| Stratos Wealth Advisors, LLC | 0.48% | Add +19.5% | 257,560 | $9.1M |
| VestGen Advisors, LLC | 0.35% | Add +20.6% | 247,589 | $8.7M |
| Atria Wealth Solutions, Inc. | 0.19% | Reduce -14.7% | 242,835 | $8.6M |
| Visionary Wealth Advisors | 0.43% | Reduce -3.4% | 237,853 | $8.4M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +0.6% | 234,479 | $8.3M |
| Fairvoy Private Wealth, LLC | 2.05% | Add +9.9% | 233,877 | $8.3M |
| Triumph Capital Management | 2.41% | Add +5.8% | 227,920 | $8.0M |
| Procyon Advisors, LLC | 0.73% | New | 218,908 | $7.7M |
| Arax Advisory Partners | 0.35% | Add +19.9% | 218,141 | $7.7M |
| Precedent Wealth Partners, LLC | 1.85% | Add +6.9% | 214,049 | $7.6M |
| IHT Wealth Management, LLC | 0.21% | Reduce -11.8% | 213,476 | $7.5M |
| Randall & Associates Wealth Management | 5.75% | New | 212,062 | $7.5M |
| Southland Equity Partners LLC | 1.60% | Add +0.0% | 207,167 | $7.3M |
| Gallagher Fiduciary Advisors, LLC | 0.28% | Add +3.0% | 207,117 | $7.3M |
| Breakthru Advisory Services, LLC | 11.22% | No change | 216,531 | $7.3M |
| Certified Advisory Corp | 0.75% | Add +2.0% | 205,395 | $7.2M |
| Capital Investment Counsel, LLC | 1.11% | Reduce -3.3% | 202,011 | $7.1M |
| Daymark Wealth Partners, LLC | 0.27% | Reduce -47.6% | 197,707 | $7.0M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -62.4% | 191,104 | $6.7M |
| Csenge Advisory Group | 0.34% | Reduce -71.3% | 188,174 | $6.5M |
| Foundations Investment Advisors, LLC | 0.10% | Reduce -2.1% | 181,321 | $6.4M |
| Oppenheimer & Co. Inc. | 0.08% | Add +6.2% | 179,762 | $6.3M |
| Aprio Wealth Management, LLC | 0.71% | Reduce -17.3% | 178,088 | $6.3M |
| Nations Financial Group Inc, /Ia/ | 0.43% | Add +2.0% | 177,222 | $6.3M |
| Hobart Private Capital, LLC | 1.38% | Reduce -8.4% | 172,601 | $6.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 5.83% | Add +2.8% | 169,391 | $6.0M |
| Pinnacle Associates Ltd. | 0.09% | Add +31.0% | 166,882 | $5.9M |
| Ssi Investment Management LLC | 2.36% | Reduce -6.0% | 166,163 | $5.9M |
| Gladstone Institutional Advisory LLC | 0.23% | Reduce -11.5% | 160,097 | $5.6M |
| Key Client Fiduciary Advisors, LLC | 2.24% | Add +15.4% | 154,981 | $5.5M |
| IFG Advisory, LLC | 0.26% | Add +1.9% | 146,001 | $5.2M |
| Synovus Financial Corp. | 0.06% | Add +1.1% | 139,505 | $4.9M |
| Priebe Wealth Holdings LLC | 4.26% | Add +32.8% | 139,377 | $4.9M |
| Provident Wealth Management, LLC | 1.60% | Add +0.3% | 138,295 | $4.9M |
| WCG Wealth Advisors LLC | 0.31% | Add +9.6% | 135,445 | $4.8M |
| US Bancorp \de | 0.01% | Reduce -8.4% | 135,140 | $4.8M |
| JPL Wealth Management, LLC | 1.26% | Add +0.1% | 132,254 | $4.7M |
| Econ Financial Services Corp | 2.38% | Add +28.4% | 131,226 | $4.6M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -2.2% | 130,277 | $4.6M |
| GPS Wealth Strategies Group, LLC | 0.53% | Add +2.4% | 129,779 | $4.6M |
| Maia Wealth LLC | 0.87% | Add +9.5% | 129,580 | $4.6M |
| CX Institutional | 0.16% | Add +19.1% | 128,748 | $4.5M |
| Bright Financial Advisors, Inc. | 2.51% | Add +2.4% | 128,081 | $4.5M |
| Ascentis Independent Advisors | 0.83% | Reduce -1.0% | 127,804 | $4.5M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +39.4% | 127,681 | $4.5M |
| LeClair Wealth Partners LLC | 3.05% | Reduce -9.5% | 127,274 | $4.5M |
| LFA - Lugano Financial Advisors SA | 2.65% | Reduce -33.6% | 126,939 | $4.5M |
| Rehmann Capital Advisory Group | 0.26% | Add +13.2% | 122,183 | $4.3M |
| Owen LaRue, LLC | 1.83% | Reduce -6.4% | 122,024 | $4.3M |
| Principal Securities, Inc. | 0.08% | Add +59.0% | 120,784 | $4.3M |
| Meridian Wealth Management, LLC | 0.18% | Add +3.6% | 118,009 | $4.2M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +5.4% | 117,853 | $4.2M |
| Gateway Wealth Partners, LLC | 0.79% | Add +10.2% | 117,647 | $4.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +10.1% | 117,181 | $4.1M |
| Wisconsin Wealth Advisors, LLC | 4.67% | Add +10.7% | 115,133 | $4.1M |
| IMG Wealth Management, Inc. | 3.14% | Add +8.3% | 114,963 | $4.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.33% | Add +27.9% | 114,297 | $4.0M |
| KMG Fiduciary Partners, LLC | 0.29% | Add +8.4% | 111,593 | $3.9M |
| FSB Premier Wealth Management, Inc. | 1.37% | Reduce -6.3% | 109,078 | $3.8M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -1.5% | 108,990 | $3.8M |
| Creative Financial Designs Inc. | 0.27% | Add +4.9% | 104,824 | $3.7M |
| Elios Financial Group Inc. | 1.65% | Add +0.7% | 102,815 | $3.6M |
| Spectrum Wealth Advisory Group, LLC | 1.67% | Reduce -15.0% | 101,952 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.9% | 101,325 | $3.6M |
| Global Retirement Partners, LLC | 0.09% | — | 97,649 | $3.4M |
| Merit Financial Group, LLC | 0.04% | Add +14.5% | 96,442 | $3.4M |
| Simplicity Wealth,LLC | 0.14% | Add +8.2% | 93,263 | $3.3M |
| Financial Advocates Investment Management | 0.27% | Reduce -41.2% | 92,965 | $3.3M |
| Cozad Asset Management Inc. | 0.29% | Add +9.3% | 92,943 | $3.3M |
| Stephens Inc. | 0.04% | Reduce -1.0% | 92,821 | $3.3M |
| Titleist Asset Management, LLC | 0.33% | Add +4.2% | 92,724 | $3.3M |
| Baron Wealth Management LLC | 1.13% | Add +264.7% | 90,660 | $3.2M |
| Trueblood Wealth Management, LLC | 1.34% | Add +3.6% | 90,577 | $3.2M |
| Anderson Financial Strategies, LLC | 2.03% | Reduce -1.5% | 90,145 | $3.2M |
| Wedbush Securities Inc. | 0.11% | Reduce -13.1% | 89,447 | $3.2M |
| Grant Private Wealth Management Inc | 1.77% | New | 88,431 | $3.1M |
| Comerica Bank | 0.01% | Reduce -11.6% | 87,635 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -40.4% | 86,994 | $3.1M |
| EWG Elevate Inc. | 0.94% | Add +5.0% | 86,685 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -9.7% | 84,821 | $3.0M |
| Entruity Wealth, LLC | 2.51% | Add +11.9% | 83,736 | $3.0M |
| Mutual Advisors, LLC | 0.07% | Add +3.2% | 80,708 | $3.0M |
| Spire Wealth Management | 0.10% | Reduce -0.8% | 82,343 | $2.9M |
| Continuum Advisory, LLC | 0.35% | Add +12.1% | 82,303 | $2.9M |
| Darwin Wealth Management, LLC | 1.00% | Reduce -3.9% | 82,114 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 80,342 | $2.8M |
| Trivium Point Advisory, LLC | 0.31% | Add +4.6% | 80,066 | $2.8M |
| Forefront Wealth Partners, LLC | 1.91% | Reduce -0.9% | 77,575 | $2.8M |
| Mason & Associates Inc | 0.62% | Add +1.6% | 76,425 | $2.7M |
| Clarity Capital Partners LLC | 0.94% | Reduce -7.8% | 74,700 | $2.6M |
| Flagstar Securities, Inc. | 0.73% | Reduce -19.6% | 74,422 | $2.6M |
| Genesis Private Wealth, LLC | 1.22% | Add +3.9% | 73,100 | $2.6M |
| Moors & Cabot, Inc. | 0.12% | Reduce -3.7% | 72,649 | $2.6M |
| Calton & Associates, Inc. | 0.44% | Add +465.8% | 72,137 | $2.5M |
| RiverTree Advisors, LLC | 1.70% | Reduce -29.8% | 71,975 | $2.5M |
| Marshall Financial Group, LLC | 0.50% | Add +2.9% | 70,174 | $2.5M |
| Formidable Asset Management, LLC | 0.42% | No change | 74,917 | $2.5M |
| MAI Capital Management | 0.02% | Add +6.3% | 70,887 | $2.5M |
| Prostatis Group LLC | 0.71% | Reduce -26.9% | 70,306 | $2.5M |
| Central Pacific Bank - Trust Division | 0.33% | Reduce -11.1% | 70,270 | $2.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | New | 69,402 | $2.4M |
| Atlas Wealth LLC | 1.21% | Reduce -20.8% | 67,871 | $2.4M |
| Harvest Investment Services, LLC | 0.54% | Add +2.5% | 68,145 | $2.4M |
| BlueChip Wealth Advisors LLC | 0.99% | Add +0.1% | 68,033 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.20% | Add +6.5% | 67,898 | $2.4M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.30% | Add +3.9% | 66,426 | $2.3M |
| Keystone Financial Group | 0.21% | Reduce -10.8% | 65,650 | $2.3M |
| Brookstone Capital Management | 0.03% | Add +6.8% | 65,522 | $2.3M |
| MPWM Advisory Solutions, LLC | 1.46% | Add +2.5% | 65,515 | $2.3M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.0% | 60,912 | $2.1M |
| WPG Advisers, LLC | 1.79% | Add +18.6% | 60,234 | $2.1M |
| Inscription Capital, LLC | 0.31% | New | 60,121 | $2.1M |
| Huntleigh Advisors, Inc. | 0.41% | Add +3.5% | 60,058 | $2.1M |
| Chris Bulman Inc | 1.21% | Add +8.0% | 59,920 | $2.1M |
| DHK Financial Advisors, Inc. | 1.20% | Add +0.3% | 59,374 | $2.1M |
| Northeast Planning Associates, Inc. / NH / | 1.92% | Add +1.2% | 59,001 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.4% | 58,630 | $2.1M |
| Valley National Advisers Inc. | 0.34% | Add +0.3% | 58,517 | $2.1M |
| Stonebridge Financial Planning Group, LLC | 0.86% | Add +1.3% | 58,292 | $2.1M |
| Ipsen Advisor Group LLC | 1.57% | Add +7.5% | 58,260 | $2.1M |
| Lanark Financial, Inc. | 0.17% | Add +23.7% | 57,895 | $2.0M |
| Fairway Financial, LLC | 1.72% | Add +8.8% | 57,510 | $2.0M |
| Proactive Wealth Strategies LLC | 0.95% | Reduce -0.2% | 57,031 | $2.0M |
| Silver Oak Securities, Incorporated | 0.17% | Add +3.3% | 56,727 | $2.0M |
| Arcadia Wealth Management, Inc. | 1.33% | Add +33.3% | 55,249 | $1.9M |
| Cherry Creek Investment Advisors, Inc. | 0.90% | Reduce -13.0% | 54,115 | $1.9M |
| Cerity Partners LLC | 0.00% | New | 53,757 | $1.9M |
| Arista Wealth Management, LLC | 0.26% | New | 53,534 | $1.9M |
| Beacon Financial Advisory LLC | 0.48% | Add +26.3% | 53,156 | $1.9M |
| Mgo One Seven LLC | 0.06% | Add +1.6% | 52,787 | $1.9M |
| Summit Investment Advisory Services, LLC | 0.80% | Reduce -4.2% | 52,338 | $1.8M |
| Purus Wealth Management, LLC | 0.64% | Add +0.6% | 52,207 | $1.8M |
| Koshinski Asset Management, Inc. | 0.14% | Add +10.5% | 51,584 | $1.8M |
| Bolthouse Investments, LLC | 1.80% | Reduce -31.9% | 51,388 | $1.8M |
| Stratos Investment Management, LLC | 0.08% | Add +49.0% | 51,269 | $1.8M |
| Keel Point, LLC | 0.12% | Reduce -6.8% | 50,070 | $1.8M |
| International Assets Investment Management, LLC | 0.14% | Add +1.9% | 49,853 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.4% | 49,152 | $1.7M |
| AIFG Consultants Ltd. | 3.33% | Reduce -47.6% | 48,472 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +10.9% | 48,462 | $1.7M |
| Jacobi Capital Management LLC | 0.11% | Add +51.7% | 48,440 | $1.7M |
| N.E.W. Advisory Services LLC | 0.17% | Reduce -88.6% | 48,337 | $1.7M |
| United Advisor Group, LLC | 0.29% | Add +3.3% | 47,779 | $1.7M |
| Medallion Wealth Advisors, LLC | 0.62% | Add +6.5% | 44,992 | $1.6M |
| Symphony Financial, Ltd. Co. | 0.21% | New | 44,454 | $1.6M |
| Virtus Family Office LLC | 2.05% | Add +11.8% | 45,383 | $1.6M |
| Secured Retirement Advisors, LLC | 0.95% | Reduce -3.0% | 45,340 | $1.6M |
| Concentrum Wealth Management | 0.49% | Reduce -10.9% | 44,246 | $1.6M |
| Capital Advantage, Inc. | 0.25% | Add +7.0% | 44,246 | $1.6M |
| Hickory Asset Management, Inc. | 1.28% | Reduce -21.7% | 43,808 | $1.5M |
| Hilltop Holdings Inc. | 0.10% | Reduce -1.2% | 43,738 | $1.5M |
| PKS Advisory Services, LLC | 0.37% | Add +1.7% | 42,936 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +0.9% | 42,278 | $1.5M |
| Ameritas Advisory Services, LLC | 0.08% | Add +0.8% | 41,112 | $1.5M |
| Tyler-Stone Wealth Management | 0.23% | Add +7.4% | 41,034 | $1.4M |
| KPP Advisory Services LLC | 0.24% | Reduce -50.2% | 40,943 | $1.4M |
| Grantvest Financial Group LLC | 1.05% | Reduce -5.0% | 40,287 | $1.4M |
| City Holding Co. | 0.19% | Add +3.2% | 40,275 | $1.4M |
| Arkos Global Advisors | 0.20% | Add +7.4% | 40,190 | $1.4M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -1.8% | 38,931 | $1.4M |
| Betterment LLC | 0.00% | Add +52.5% | 38,894 | $1.4M |
| Renaissance Technologies | 0.00% | New | 38,700 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -0.1% | 38,665 | $1.4M |
| Root Financial Partners, LLC | 0.13% | Reduce -5.6% | 36,937 | $1.3M |
| WealthPlan Investment Management, LLC | 0.09% | Add +0.6% | 36,704 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.4% | 36,041 | $1.3M |
| Altus Wealth Group LLC | 0.55% | Add +0.6% | 35,503 | $1.3M |
| Traction Financial Partners, LLC | 0.85% | New | 35,439 | $1.3M |
| Collaborative Wealth Managment Inc. | 0.55% | Add +3.7% | 35,437 | $1.3M |
| Private Trust Co. NA | 0.12% | Reduce -11.7% | 34,742 | $1.2M |
| LifeWealth Investments, LLC | 0.44% | Add +31.7% | 34,456 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +2.7% | 34,354 | $1.2M |
| Regal Investment Advisors LLC | 0.09% | Add +47.2% | 33,632 | $1.2M |
| Two Sigma Investments, LP | 0.00% | New | 32,900 | $1.2M |
| Money Concepts Capital Corp. | 0.08% | Add +11.9% | 32,583 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Add +120.9% | 32,567 | $1.1M |
| tru Independence LLC | 0.31% | Add +0.7% | 30,776 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -13.4% | 30,655 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +118.6% | 30,663 | $1.1M |
| Pursue Wealth Partners LLC | 0.61% | Add +106.3% | 30,319 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.19% | Reduce -36.4% | 29,910 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Add +32.4% | 29,472 | $1.0M |
| Ballew Advisors, Inc | 0.61% | Add +8.7% | 28,320 | $1.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +1.2% | 28,969 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | Add +6.8% | 28,879 | $1.0M |
| World Investment Advisors | 0.02% | Reduce -5.0% | 28,856 | $1.0M |
| Capital Analysts, LLC | 0.03% | Reduce -0.1% | 28,610 | $1.0M |
| Redhawk Wealth Advisors, Inc. | 0.13% | Reduce -80.6% | 28,257 | $997K |
| Clear Creek Financial Management, LLC | 0.09% | Add +1.4% | 28,224 | $996K |
| Lion Street Advisors, LLC | 0.30% | Add +82.7% | 27,684 | $977K |
| AdvisorNet Financial, Inc | 0.06% | Add +174.1% | 27,582 | $973K |
| LM Advisors LLC | 0.13% | No change | 27,514 | $971K |
| Jane Street Group, LLC | 0.00% | New | 27,281 | $962K |
| Commonwealth Financial Services, LLC | 0.18% | Add +6.9% | 27,092 | $956K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +0.7% | 26,446 | $933K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +73.3% | 26,092 | $921K |
| Snowden Capital Advisors LLC | 0.03% | Add +8.7% | 25,853 | $912K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -11.5% | 25,561 | $902K |
| DAVENPORT & Co LLC | 0.00% | Add +11.3% | 25,158 | $888K |
| Partners Wealth Management, LLC | 1.00% | No change | 26,174 | $882K |
| Avior Wealth Management, LLC | 0.03% | Add +18.3% | 24,946 | $880K |
| Lighthouse Wealth Management Inc. | 0.76% | Reduce -5.2% | 24,769 | $874K |
| Investment Partners, LTD. | 0.32% | Add +0.1% | 24,046 | $848K |
| Summit Wealth Group LLC / Co. | 0.21% | — | 23,967 | $846K |
| Laidlaw Wealth Management LLC | 2.40% | Reduce -11.2% | 23,603 | $833K |
| OneAscent Financial Services LLC | 0.06% | Reduce -8.9% | 23,435 | $827K |
| Smith, Moore & Co. | 0.07% | Add +7.1% | 22,986 | $811K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -0.8% | 22,817 | $805K |
| Kraematon Investment Advisors, Inc. | 0.76% | Reduce -0.9% | 22,805 | $805K |
| Susquehanna International Group, LLP | 0.00% | Add +13.8% | 22,514 | $794K |
| Horizon Advisory Services, Inc. | 0.43% | Reduce -6.8% | 22,465 | $793K |
| Cary Street Partners Financial LLC | 0.02% | No change | 22,210 | $784K |
| TD Waterhouse Canada Inc. | 0.01% | Add +8.9% | 21,484 | $772K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.4% | 21,831 | $770K |
| Insight Inv LLC | 0.51% | No change | 21,475 | $758K |
| Elevated Capital Advisors, LLC | 0.21% | No change | 22,530 | $755K |
| Ellsworth Advisors, LLC | 0.18% | Add +25.6% | 21,258 | $750K |
| AE Wealth Management LLC | 0.01% | Reduce -53.3% | 20,969 | $740K |
| Claris Financial LLC | 0.56% | Add +40.4% | 20,967 | $740K |
| Barry Investment Advisors, LLC | 0.18% | Add +7.0% | 20,368 | $719K |
| Winebrenner Capital Management LLC | 0.58% | Add +0.8% | 20,272 | $715K |
| Modern Wealth Management, LLC | 0.02% | Add +21.5% | 20,231 | $714K |
| IFP Advisors, Inc | 0.02% | Reduce -33.1% | 19,966 | $704K |
| Independent Wealth Network Inc. | 0.26% | Reduce -2.8% | 19,850 | $700K |
| Founders Financial Securities LLC | 0.05% | Add +5.3% | 19,602 | $692K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -14.8% | 19,276 | $680K |
| Fearless Solutions, LLC dba Best Invest | 0.47% | Add +9.9% | 19,140 | $675K |
| AQR Capital Management | 0.00% | New | 19,136 | $675K |
| Keystone Financial Services, LLC | 0.51% | Add +4.1% | 19,132 | $675K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -64.8% | 19,015 | $671K |
| Woodmont Investment Counsel LLC | 0.04% | Add +15.9% | 18,761 | $662K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -91.4% | 18,666 | $659K |
| Cottage Street Advisors LLC | 0.34% | Reduce -8.7% | 18,659 | $658K |
| Columbia Advisory Partners LLC | 0.49% | Add +3.2% | 18,429 | $650K |
| TCFG Wealth Management, LLC | 0.29% | Reduce -4.1% | 18,016 | $636K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -10.3% | 17,780 | $627K |
| Clear Point Advisors Inc. | 0.53% | Reduce -0.9% | 17,714 | $625K |
| DHJJ Financial Advisors, Ltd. | 0.22% | Reduce -23.8% | 17,339 | $612K |
| EP Wealth Advisors, LLC | 0.00% | New | 17,242 | $608K |
| Stiles Financial Services Inc | 0.21% | Add +14.9% | 17,225 | $608K |
| Davis Investment Partners, LLC | 0.21% | Reduce -30.6% | 16,631 | $598K |
| Kovack Advisors, Inc. | 0.06% | Reduce -3.0% | 16,921 | $597K |
| Prosperity Financial Group, Inc. | 0.25% | Add +10.5% | 16,883 | $596K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -21.7% | 16,473 | $585K |
| Centennial Wealth Advisory LLC | 0.18% | Add +75.1% | 15,862 | $560K |
| Objective Capital Management, LLC | 0.60% | Add +21.0% | 15,182 | $536K |
| Global Assets Advisory, LLC | 0.21% | Reduce -67.5% | 14,658 | $527K |
| Pitti Group Wealth Management, LLC | 0.45% | Add +4.4% | 14,922 | $526K |
| Platform Technology Partners | 0.13% | Add +2.0% | 14,501 | $512K |
| Gentry Private Wealth, LLC | 0.39% | Reduce -0.8% | 14,492 | $511K |
| Allworth Financial LP | 0.00% | Add +16.5% | 14,424 | $509K |
| Triton Wealth Management, PLLC | 0.21% | — | 13,750 | $498K |
| Brown Advisory Inc. | 0.00% | Add +4.6% | 14,098 | $497K |
| Maridea Wealth Management LLC | 0.13% | Reduce -18.1% | 14,097 | $497K |
| World Equity Group, Inc. | 0.13% | Reduce -89.6% | 14,022 | $495K |
| Cresset Asset Management, LLC | 0.00% | Reduce -67.3% | 13,802 | $487K |
| Frederick Financial Consultants, LLC | 0.30% | Add +0.8% | 13,753 | $485K |
| Impact Partnership Wealth, LLC | 0.09% | Reduce -9.3% | 13,317 | $470K |
| Accel Wealth Management | 0.15% | Add +12.5% | 13,062 | $461K |
| Advisory Services Network, LLC | 0.01% | Add +7.1% | 12,680 | $457K |
| Whitaker-Myers Wealth Managers, LTD. | 0.11% | New | 12,726 | $449K |
| Rothschild Investment LLC | 0.03% | Add +34.7% | 12,425 | $438K |
| FMR LLC | 0.00% | Reduce -19.4% | 12,370 | $436K |
| Nova Wealth Management, Inc. | 0.32% | Add +55.6% | 12,365 | $436K |
| Kaydan Wealth Management, Inc. | 0.14% | New | 12,245 | $432K |
| Barrett & Company, Inc. | 0.16% | Add +0.0% | 11,916 | $420K |
| Arbor Capital Management Inc. | 0.36% | Add +13.6% | 11,588 | $418K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +109.2% | 11,698 | $413K |
| Old Port Advisors | 0.11% | Reduce -8.4% | 11,625 | $410K |
| Total Clarity Wealth Management, Inc. | 0.12% | Add +4.8% | 11,508 | $406K |
| Quad-Cities Investment Group, LLC | 0.18% | Reduce -1.4% | 11,465 | $404K |
| Barnes Pettey Financial Advisors, LLC | 0.27% | Add +8.3% | 11,301 | $399K |
| Comprehensive Financial Planning, Inc. | 0.31% | Add +4.8% | 11,086 | $391K |
| Cottonwood Capital Advisors, LLC | 0.26% | Reduce -0.2% | 10,952 | $386K |
| Strategic Blueprint, LLC | 0.02% | Add +22.1% | 10,547 | $372K |
| Parallel Advisors, LLC | 0.01% | Add +15.7% | 10,492 | $370K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.5% | 10,355 | $365K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +15.8% | 10,269 | $362K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +2.9% | 10,260 | $362K |
| Team Financial Group, LLC | 0.18% | Reduce -27.9% | 10,239 | $361K |
| Laraway Financial Advisors Inc | 0.27% | Reduce -2.9% | 10,174 | $359K |
| JT Stratford LLC | 0.05% | Add +0.8% | 10,129 | $357K |
| CPC Advisors, LLC | 0.04% | Add +5.1% | 9,921 | $350K |
| Sovran Advisors, LLC | 0.04% | Add +20.6% | 9,666 | $350K |
| TFB Advisors LLC | 0.09% | No change | 9,526 | $336K |
| Citigroup Inc. | 0.00% | Add +2128.5% | 9,471 | $334K |
| Creative Planning | 0.00% | Add +31.9% | 9,390 | $331K |
| Advance Capital Management, Inc. | 0.01% | Reduce -98.2% | 9,024 | $318K |
| Second Half Financial Partners, LLC | 0.15% | No change | 8,870 | $313K |
| Presidio Capital Management, LLC | 0.12% | Add +19.0% | 8,848 | $312K |
| Rathbones Group PLC | 0.00% | Add +2.3% | 8,831 | $312K |
| Quantum Private Wealth, LLC | 0.10% | Reduce -10.1% | 8,806 | $311K |
| Trustmark Bank Trust Department | 0.02% | No change | 8,725 | $308K |
| Two Sigma Securities, LLC | 0.04% | Add +2.1% | 8,609 | $304K |
| Cibc World Market Inc. | 0.00% | Reduce -6.2% | 8,425 | $297K |
| Whipplewood Advisors, LLC | 0.16% | Add +0.2% | 8,368 | $295K |
| Michels Family Financial, LLC | 0.25% | Add +0.3% | 8,362 | $295K |
| Bessemer Group Inc. | 0.00% | New | 8,307 | $293K |
| Albion Financial Group | 0.02% | No change | 8,250 | $291K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 8,223 | $290K |
| Prosperity Wealth Management, Inc. | 0.11% | Reduce -6.8% | 8,196 | $289K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +11.5% | 8,203 | $289K |
| 626 Financial, LLC | 0.14% | No change | 8,178 | $289K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -38.6% | 8,103 | $286K |
| Faithward Advisors, LLC | 0.04% | Add +0.3% | 7,758 | $274K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | No change | 7,719 | $272K |
| Headland Capital, LLC | 0.08% | New | 7,616 | $269K |
| Balboa Wealth Partners | 0.05% | Reduce -18.9% | 7,575 | $267K |
| American Financial Advisors, LLC | 0.04% | Add +0.3% | 7,555 | $267K |
| Park Avenue Securities LLC | 0.00% | New | 7,551 | $266K |
| Larson Financial Group LLC | 0.01% | Add +31.6% | 7,535 | $266K |
| Waterfront Wealth Inc. | 0.06% | Reduce -11.0% | 7,340 | $259K |
| Naples Global Advisors, LLC | 0.02% | No change | 7,300 | $258K |
| ERn Financial, LLC | 0.05% | Add +0.3% | 7,269 | $256K |
| Coppell Advisory Solutions LLC | 0.03% | Add +9.1% | 7,208 | $255K |
| Next Level Private LLC | 0.08% | Add +0.0% | 7,213 | $254K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.3% | 6,976 | $246K |
| Fortis Group Advisors, LLC | 0.04% | New | 6,808 | $245K |
| Puff Wealth Management, LLC | 0.39% | Reduce -9.2% | 6,867 | $242K |
| Trexquant Investment LP | 0.00% | Add +4.9% | 6,788 | $239K |
| Fiduciary Trust Co | 0.00% | No change | 6,719 | $237K |
| Consolidated Portfolio Review Corp | 0.03% | New | 6,534 | $231K |
| National Bank of Canada | 0.00% | Reduce -5.4% | 6,372 | $225K |
| CacheTech Inc. | 0.04% | No change | 6,310 | $223K |
| Montag A & Associates Inc. | 0.01% | Add +67.9% | 6,184 | $218K |
| Savvy Advisors, Inc. | 0.01% | New | 6,104 | $215K |
| Integrated Investment Consultants, LLC | 0.04% | New | 6,033 | $213K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 5,996 | $212K |
| MinichMacGregor Wealth Management, LLC | 0.04% | Reduce -64.6% | 5,910 | $209K |
| Acorn Wealth Advisors, LLC | 0.08% | New | 5,831 | $206K |
| Grove Bank & Trust | 0.02% | Reduce -12.1% | 5,500 | $194K |
| Creekmur Asset Management LLC | 0.03% | No change | 5,409 | $191K |
| Salem Investment Counselors Inc. | 0.01% | No change | 5,300 | $187K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +14.0% | 4,850 | $171K |
| Assetmark, Inc. | 0.00% | Reduce -23.2% | 4,597 | $162K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | New | 4,239 | $158K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -3.4% | 4,046 | $143K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,137 | $111K |
| ORG Partners LLC | 0.02% | Reduce -33.0% | 3,050 | $110K |
| TD Capital Management LLC | 0.01% | Reduce -41.0% | 2,720 | $96K |
| Financial Network Wealth Advisors LLC | 0.09% | No change | 2,139 | $75K |
| Wolff Wiese Magana LLC | 0.04% | No change | 2,047 | $72K |
| Park Square Financial Group, LLC | 0.05% | Reduce -89.4% | 1,972 | $70K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Reduce -15.4% | 1,790 | $63K |
| Ameriflex Group, Inc. | 0.03% | Add +14.9% | 1,722 | $61K |
| FWL Investment Management, LLC | 0.02% | Reduce -35.9% | 1,623 | $57K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,610 | $57K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -45.3% | 1,555 | $56K |
| Evolution Wealth Management Inc. | 0.07% | — | 1,528 | $54K |
| Archer Investment Corp | 0.01% | New | 1,474 | $52K |
| Brooklyn Investment Group | 0.01% | New | 1,348 | $48K |
| Signaturefd, LLC | 0.00% | No change | 1,266 | $45K |
| Global Trust Asset Management, LLC | 0.02% | No change | 1,252 | $44K |
| Bank of Montreal | 0.00% | Add +4082.8% | 1,213 | $43K |
| Accordant Advisory Group Inc | 0.03% | No change | 1,200 | $42K |
| Winnacle Wealth LLC | 0.03% | New | 1,200 | $42K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,199 | $42K |
| Raffa Wealth Management, LLC | 0.01% | Add +360.8% | 1,106 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | New | 962 | $34K |
| Fifth Third Bancorp | 0.00% | Add +120.9% | 952 | $34K |
| Hantz Financial Services, Inc. | 0.00% | New | 949 | $33K |
| Key Financial Inc | 0.01% | No change | 924 | $33K |
| Pineridge Advisors LLC | 0.01% | Add +0.3% | 860 | $30K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -54.2% | 788 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | New | 576 | $20K |
| Aventura Private Wealth, LLC | 0.01% | No change | 484 | $17K |
| Kozak & Associates, Inc. | 0.00% | Add +0.2% | 426 | $15K |
| American National Bank & Trust | 0.00% | New | 420 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 378 | $13K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 370 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +38.0% | 327 | $12K |
| Russell Investments Group, Ltd. | 0.00% | No change | 297 | $10K |
| Headlands Technologies LLC | 0.00% | New | 269 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 250 | $9K |
| MTM Investment Management, LLC | 0.00% | New | 226 | $8K |
| Rossby Financial, LCC | 0.00% | No change | 220 | $8K |
| Truvestments Capital LLC | 0.00% | No change | 215 | $8K |
| Whittier Trust Co. | 0.00% | No change | 200 | $7K |
| Main Street Group, LTD | 0.00% | No change | 200 | $7K |
| Asset Dedication, LLC | 0.00% | New | 198 | $7K |
| Investors Research Corp | 0.00% | No change | 137 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -79.7% | 132 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $4K |
| Keystone Global Partners, LLC | 0.00% | New | 92 | $3K |
| Bernard Wealth Management Corp. | 0.00% | New | 74 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 31 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 29 | $1K |
| Van Eck Associates Corp. | 0.00% | No change | 39 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 13 | $459 |
| BNP Paribas Financial Markets | 0.00% | Reduce -94.1% | 10 | $353 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -95.4% | 9 | $318 |
| Tidemark, LLC | 0.00% | Reduce -98.0% | 6 | $212 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 3 | $106 |
| New Millennium Group LLC | 0.00% | New | 1 | $37 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $29 |
| Coston, McIsaac & Partners | 0.00% | New | 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.