First Trust Smid Cap RisingSDVYETF
13F holders, Q4 2025 (December 31)534holders +50
49new positions
26sold out
3famous investors
$38.33avg. 13F price*
At the end of Q4 2025, 534 institutions reported holding First Trust Smid Cap Rising (SDVY) in their 13F filings, up 50 from Q3 2025. 49 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($953.9M), Morgan Stanley ($687.7M) and Raymond James Financial Inc. ($540.5M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $111.7M |
| Exits | 26 | $31.6M |
All 13F filers, Q3 2025 → Q4 2025: 14,088,501 shares bought and 3,252,121 shares sold, net +10,836,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| LPL Financial LLC | 0.26% | Add +4.8% | 24,892,169 | $953.9M |
| Morgan Stanley | 0.04% | Add +0.7% | 17,946,856 | $687.7M |
| Raymond James Financial Inc. | 0.17% | Add +9.8% | 14,105,263 | $540.5M |
| Wells Fargo & Company | 0.09% | Reduce -0.7% | 12,439,403 | $476.7M |
| Bank of America Corp. | 0.02% | Add +11.5% | 8,899,448 | $341.0M |
| Cetera Investment Advisers | 0.32% | Add +6.2% | 7,715,939 | $295.7M |
| UBS Group AG | 0.05% | Add +2.9% | 6,941,165 | $266.0M |
| Royal Bank of Canada | 0.04% | Add +6.0% | 6,348,289 | $243.3M |
| Capital Investment Advisors, LLC | 2.56% | Add +4.9% | 4,375,623 | $167.7M |
| Stifel Financial Corp. | 0.14% | Add +4.8% | 4,167,860 | $159.7M |
| Commonwealth Equity Services, LLC | 0.18% | Add +5.0% | 3,554,684 | $136.2M |
| Park National Corp. | 4.07% | Reduce -0.2% | 3,405,941 | $130.5M |
| HighTower Advisors, LLC | 0.14% | Add +5.7% | 3,305,788 | $126.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +7.0% | 3,281,967 | $125.8M |
| LVZ, Inc. | 12.02% | Add +0.2% | 2,805,135 | $107.5M |
| Osaic Holdings, Inc. | 0.16% | Reduce -5.5% | 2,803,634 | $107.5M |
| Harbour Investments, Inc. | 2.11% | Reduce -7.0% | 2,715,794 | $104.1M |
| Truist Financial Corp. | 0.13% | Reduce -0.1% | 2,454,383 | $94.1M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +7.5% | 2,350,328 | $90.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.1% | 2,199,824 | $84.3M |
| MML Investors Services, LLC | 0.16% | Add +3.9% | 1,664,664 | $63.8M |
| Kestra Advisory Services, LLC | 0.25% | Add +12.4% | 1,572,429 | $60.3M |
| Baird Financial Group, Inc. | 0.09% | Add +2.9% | 1,428,920 | $54.8M |
| Private Advisor Group, LLC | 0.25% | Add +5.2% | 1,361,300 | $52.2M |
| Blair William & Co. | 0.13% | Add +2.1% | 1,307,551 | $50.1M |
| Southern Financial Group, LLC | 14.17% | — | 1,291,808 | $49.5M |
| Rockefeller Capital Management L.P. | 0.08% | Add +92.2% | 1,122,947 | $43.0M |
| Jones Financial Companies LLLP | 0.03% | Add +29.9% | 1,109,258 | $42.5M |
| Smith Chas P & Associates Pa Cpas | 2.07% | Add +76.3% | 1,027,452 | $39.4M |
| NewEdge Advisors, LLC | 0.14% | Add +9.4% | 1,004,279 | $38.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +11.9% | 837,305 | $32.1M |
| Western Wealth Management, LLC | 1.34% | Add +16.0% | 756,416 | $29.0M |
| Prospera Financial Services Inc | 0.47% | Reduce -7.4% | 744,892 | $28.6M |
| D.A. Davidson & Co. | 0.16% | Add +0.5% | 673,196 | $25.8M |
| Decker Wealth Management LLC | 5.32% | — | 632,377 | $24.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.7% | 595,961 | $23.7M |
| Blue Chip Partners, LLC | 1.64% | Add +4.9% | 590,831 | $22.6M |
| Sanctuary Advisors, LLC | 0.12% | Add +0.4% | 588,767 | $22.6M |
| JSF Financial, LLC | 4.57% | New | 574,867 | $22.0M |
| Equitable Holdings, Inc. | 0.15% | Add +10.1% | 561,529 | $21.5M |
| Trilogy Capital Inc. | 0.95% | New | 553,740 | $21.2M |
| Aptus Capital Advisors, LLC | 0.17% | Add +13.3% | 532,951 | $20.4M |
| Summit Financial, LLC | 0.29% | Reduce -0.6% | 523,015 | $20.0M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -24.3% | 518,516 | $19.9M |
| Spectrum Wealth Advisory Group, LLC | 7.27% | Add +399.3% | 516,444 | $19.8M |
| GW Henssler & Associates Ltd. | 0.94% | New | 510,473 | $19.6M |
| Guardian Wealth Advisors, LLC / NC | 1.21% | Add +15.1% | 505,206 | $19.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +1.3% | 500,946 | $19.2M |
| Crumly & Associates Inc. | 3.83% | Add +20.3% | 476,716 | $18.3M |
| Wagner Wealth Management, LLC | 3.87% | Add +1.9% | 474,840 | $18.2M |
| First Trust Advisors LP | 0.01% | Reduce -23.3% | 454,996 | $17.4M |
| &partners | 0.09% | Add +49.6% | 453,288 | $17.4M |
| Cwm, LLC | 0.05% | Add +7.4% | 448,472 | $17.2M |
| Sanchez Wealth Management Group | 3.66% | Add +10.6% | 446,233 | $17.1M |
| StoneX Group Inc. | 0.73% | Reduce -0.7% | 436,925 | $16.9M |
| Advantage Trust Co | 7.58% | Add +1.3% | 438,864 | $16.8M |
| Pine Valley Investments Ltd Liability Co | 0.83% | Add +1.0% | 434,710 | $16.7M |
| Solano Wealth Investment Advisors LLC | 8.19% | Reduce -0.1% | 431,459 | $16.5M |
| Independent Financial Group, LLC | 0.34% | Reduce -1.1% | 400,857 | $15.4M |
| Richmond Investment Services, LLC | 2.63% | Add +11.9% | 396,720 | $15.2M |
| Focus Financial Network, Inc. | 0.53% | Add +4.9% | 395,841 | $15.2M |
| Dagco, Inc. | 3.28% | Add +3.1% | 370,184 | $14.2M |
| B & T Capital Management DBA Alpha Capital Management | 1.95% | Add +2.7% | 361,846 | $13.9M |
| Private Wealth Asset Management, LLC | 1.49% | Add +27.0% | 357,588 | $13.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +357.1% | 343,967 | $13.2M |
| Aft, Forsyth & Sober, LLC | 3.83% | New | 329,600 | $12.6M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +1.6% | 313,127 | $12.0M |
| J.W. Cole Advisors, Inc. | 0.29% | Add +4.8% | 321,990 | $11.9M |
| Fairvoy Private Wealth, LLC | 2.60% | Add +2.9% | 303,071 | $11.6M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +4.6% | 302,001 | $11.6M |
| Arkadios Wealth Advisors | 0.22% | Add +3.2% | 295,689 | $11.3M |
| Stratos Wealth Advisors, LLC | 0.55% | Add +3.1% | 294,952 | $11.3M |
| Golden State Wealth Management, LLC | 1.19% | Reduce -4.0% | 293,154 | $11.2M |
| Sigma Planning Corp | 0.31% | Reduce -1.5% | 291,682 | $11.2M |
| Benjamin Edwards Inc. | 0.12% | Reduce -9.2% | 290,696 | $11.1M |
| Mach-1 Financial Group, LLC | 2.26% | New | 286,966 | $11.0M |
| S Harris Financial Group, LLC | 10.25% | — | 279,212 | $10.7M |
| TrueWealth Advisors, LLC | 2.71% | Add +3.3% | 272,611 | $10.4M |
| Foundations Investment Advisors, LLC | 0.14% | Add +1.4% | 268,712 | $10.3M |
| Axxcess Wealth Management, LLC | 0.18% | Add +1421.2% | 266,183 | $10.2M |
| Arvest Investments, Inc. | 1.42% | Add +10.7% | 263,558 | $10.1M |
| RFG Advisory, LLC | 0.19% | Reduce -15.2% | 259,646 | $9.9M |
| Precedent Wealth Partners, LLC | 2.07% | Add +5.3% | 257,587 | $9.9M |
| Pinnacle Associates Ltd. | 0.12% | Add +8.3% | 252,704 | $9.7M |
| PSI Advisors, LLC | 2.43% | Add +2.9% | 250,663 | $9.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +20.1% | 250,163 | $9.6M |
| Procyon Advisors, LLC | 0.47% | Add +3.9% | 247,262 | $9.5M |
| Focus Partners Wealth | 0.01% | Add +405.8% | 245,604 | $9.4M |
| Atria Investments, Inc | 0.10% | Add +1.0% | 239,654 | $9.2M |
| First Heartland Consultants, Inc. | 0.67% | Reduce -2.9% | 232,275 | $8.9M |
| US Bancorp \de | 0.01% | Add +2.3% | 230,047 | $8.8M |
| Arax Advisory Partners | 0.26% | New | 229,116 | $8.8M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +0.9% | 222,952 | $8.5M |
| Certified Advisory Corp | 0.74% | Add +1.7% | 213,277 | $8.2M |
| Triumph Capital Management | 1.72% | Reduce -1.9% | 208,079 | $8.0M |
| VestGen Advisors, LLC | 0.34% | Reduce -20.2% | 206,039 | $7.9M |
| IHT Wealth Management, LLC | 0.19% | Add +1.0% | 205,923 | $7.9M |
| Nations Financial Group Inc, /Ia/ | 0.41% | Add +9.4% | 205,065 | $7.9M |
| Mariner, LLC | 0.01% | Add +1.9% | 204,849 | $7.8M |
| Gallagher Fiduciary Advisors, LLC | 0.25% | Reduce -1.3% | 204,794 | $7.8M |
| Capital Investment Counsel, LLC | 1.09% | Reduce -0.7% | 204,289 | $7.8M |
| Daymark Wealth Partners, LLC | 0.25% | Reduce -6.3% | 203,572 | $7.8M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +963.4% | 202,755 | $7.8M |
| Southland Equity Partners LLC | 1.51% | Add +0.9% | 199,886 | $7.7M |
| Uniting Wealth Partners, LLC | 2.29% | Reduce -2.7% | 194,799 | $7.5M |
| Visionary Wealth Advisors | 0.34% | Reduce -7.4% | 194,232 | $7.4M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -5.2% | 190,763 | $7.3M |
| Principal Securities, Inc. | 0.11% | Add +6.8% | 188,510 | $7.2M |
| Econ Financial Services Corp | 3.45% | Add +26.1% | 179,719 | $6.9M |
| KPP Advisory Services LLC | 1.00% | Reduce -3.0% | 179,188 | $6.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.46% | Add +8.8% | 175,745 | $6.7M |
| Hobart Private Capital, LLC | 1.29% | Add +0.8% | 171,922 | $6.6M |
| Randall & Associates Wealth Management | 4.54% | Reduce -0.6% | 171,073 | $6.6M |
| Pinnacle Financial Partners, Inc. | 0.05% | — | 170,914 | $6.6M |
| Stonehaven Wealth & Tax Solutions, LLC | 5.87% | Add +0.1% | 170,516 | $6.5M |
| Ssi Investment Management LLC | 2.40% | Reduce -0.2% | 167,670 | $6.4M |
| Aprio Wealth Management, LLC | 0.37% | Reduce -1.4% | 166,548 | $6.4M |
| Baron Wealth Management LLC | 1.96% | Add +71.3% | 165,869 | $6.4M |
| MAI Capital Management | 0.04% | Add +23.9% | 162,769 | $6.2M |
| Bright Financial Advisors, Inc. | 2.84% | Add +19.7% | 156,906 | $6.0M |
| Key Client Fiduciary Advisors, LLC | 2.08% | Reduce -0.2% | 156,438 | $6.0M |
| Owen LaRue, LLC | 2.18% | Reduce -32.5% | 149,866 | $5.7M |
| Gaddis Premier Wealth Advisors LLC | 4.34% | — | 149,251 | $5.7M |
| Gateway Wealth Partners, LLC | 0.63% | Add +6.5% | 146,948 | $5.6M |
| IMG Wealth Management, Inc. | 3.56% | Add +6.7% | 146,156 | $5.6M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +1.7% | 144,441 | $5.5M |
| Stewardship Concepts Financial Services LLC | 4.58% | — | 141,535 | $5.4M |
| Provident Wealth Management, LLC | 1.60% | Add +1.1% | 141,373 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +5.4% | 138,607 | $5.3M |
| Rehmann Capital Advisory Group | 0.27% | Add +5.1% | 132,871 | $5.1M |
| CX Institutional | 0.15% | Add +3.5% | 132,848 | $5.1M |
| Csenge Advisory Group | 0.22% | Add +210.5% | 126,417 | $4.8M |
| Bravera Wealth | 2.41% | — | 125,525 | $4.8M |
| JPL Wealth Management, LLC | 1.16% | Reduce -4.1% | 124,549 | $4.8M |
| Meridian Wealth Management, LLC | 0.17% | Add +2.0% | 122,683 | $4.7M |
| Dynamic Advisor Solutions LLC | 0.15% | Add +2.2% | 122,473 | $4.7M |
| Catalyst Investment Management LLC | 4.34% | — | 119,660 | $4.6M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -24.3% | 118,936 | $4.6M |
| Titleist Asset Management, LLC | 0.36% | Add +22.6% | 117,266 | $4.5M |
| KMG Fiduciary Partners, LLC | 0.31% | Add +0.4% | 113,710 | $4.4M |
| Chris Bulman Inc | 1.89% | Add +21.3% | 111,670 | $4.3M |
| AssuredPartners Investment Advisors, LLC | 0.64% | Add +436.4% | 111,604 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 111,464 | $4.3M |
| Maia Wealth LLC | 0.73% | Reduce -20.0% | 102,021 | $4.3M |
| Main Street Financial Solutions, LLC | 0.32% | Add +246.2% | 110,789 | $4.2M |
| D. E. Shaw & Co. | 0.00% | New | 109,233 | $4.2M |
| FSB Premier Wealth Management, Inc. | 1.31% | Add +0.8% | 107,567 | $4.1M |
| LFA - Lugano Financial Advisors SA | 2.12% | Reduce -10.6% | 106,958 | $4.1M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -2.3% | 106,510 | $4.1M |
| Virtus Family Office LLC | 3.52% | Add +14.1% | 106,427 | $4.1M |
| Global Retirement Partners, LLC | 0.07% | Reduce -6.0% | 103,777 | $4.0M |
| Wisconsin Wealth Advisors, LLC | 3.80% | Reduce -11.6% | 101,265 | $3.9M |
| Mutual Advisors, LLC | 0.08% | Add +18.9% | 100,018 | $3.8M |
| Cozad Asset Management Inc. | 0.30% | Add +1.4% | 99,901 | $3.8M |
| Continuum Advisory, LLC | 0.38% | Add +10.8% | 99,744 | $3.8M |
| Sound Portfolio Advisors, LLC | 3.15% | — | 97,767 | $3.7M |
| Boyer Financial Services, Inc. | 3.94% | — | 95,906 | $3.7M |
| Capital Investment Advisory Services, LLC | 0.26% | Add +2.9% | 95,208 | $3.6M |
| Prostatis Group LLC | 0.87% | Add +1.1% | 94,693 | $3.6M |
| Trueblood Wealth Management, LLC | 1.41% | Add +1.3% | 94,229 | $3.6M |
| Silver Oak Securities, Incorporated | 0.24% | Add +5.7% | 92,838 | $3.6M |
| Brookstone Capital Management | 0.04% | Add +15.4% | 93,575 | $3.6M |
| Stephens Inc. | 0.04% | Reduce -2.9% | 93,176 | $3.6M |
| Kingsview Wealth Management, LLC | 0.05% | Add +5.7% | 90,996 | $3.5M |
| DAVENPORT & Co LLC | 0.02% | Add +228.4% | 86,749 | $3.3M |
| Carlson Financial, Inc. | 1.92% | — | 86,556 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +104.5% | 86,295 | $3.3M |
| Simplicity Wealth,LLC | 0.20% | Reduce -9.1% | 85,730 | $3.3M |
| Genesis Private Wealth, LLC | 1.01% | Add +12.6% | 84,533 | $3.2M |
| Spire Wealth Management | 0.11% | Reduce -0.3% | 84,455 | $3.2M |
| Regal Investment Advisors LLC | 0.19% | Add +21.6% | 84,200 | $3.2M |
| Formidable Asset Management, LLC | 0.46% | Reduce -4.9% | 83,496 | $3.2M |
| Cerity Partners LLC | 0.00% | Reduce -25.2% | 82,148 | $3.1M |
| Trivium Point Advisory, LLC | 0.32% | Add +0.1% | 82,141 | $3.1M |
| Marshall Financial Group, LLC | 0.60% | Add +12.9% | 81,245 | $3.1M |
| Comerica Bank | 0.01% | Reduce -6.7% | 80,972 | $3.1M |
| MPWM Advisory Solutions, LLC | 1.70% | Add +19.4% | 79,689 | $3.1M |
| Goldenstone Wealth Management LLC | 2.28% | — | 79,510 | $3.0M |
| Mason & Associates Inc | 0.57% | Reduce -3.3% | 79,360 | $3.0M |
| Mgo One Seven LLC | 0.06% | Add +85.4% | 79,309 | $3.0M |
| Darwin Wealth Management, LLC | 0.93% | Reduce -1.8% | 77,938 | $3.0M |
| United Advisor Group, LLC | 0.38% | Add +28.9% | 77,826 | $3.0M |
| Capital Advantage, Inc. | 0.40% | Add +40.5% | 77,232 | $3.0M |
| Calton & Associates, Inc. | 0.43% | Add +0.4% | 76,594 | $2.9M |
| Moors & Cabot, Inc. | 0.13% | Add +1.3% | 76,562 | $2.9M |
| Griffith & Werner, Inc. | 1.49% | Reduce -9.5% | 76,527 | $2.9M |
| Forefront Wealth Partners, LLC | 1.38% | Reduce -0.1% | 76,308 | $2.9M |
| Anderson Financial Strategies, LLC | 1.68% | Reduce -15.8% | 75,302 | $2.9M |
| RiverTree Advisors, LLC | 1.79% | Add +2.1% | 73,087 | $2.8M |
| Central Pacific Bank - Trust Division | 0.36% | No change | 72,800 | $2.8M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +64.1% | 71,348 | $2.7M |
| Atlas Wealth LLC | 1.09% | Add +2.0% | 71,228 | $2.7M |
| Capital Financial Group Inc\co\ | 1.45% | — | 67,925 | $2.6M |
| Waverly Advisors, LLC | 0.02% | Add +1.0% | 67,426 | $2.6M |
| Arcadia Wealth Management, Inc. | 1.48% | Add +6.3% | 67,405 | $2.6M |
| Fairway Financial, LLC | 1.90% | Add +7.8% | 65,580 | $2.5M |
| Stone Wealth Partners | 2.20% | — | 64,383 | $2.5M |
| Traction Financial Partners, LLC | 1.46% | Add +21.5% | 64,236 | $2.5M |
| Wedbush Securities Inc. | 0.07% | Add +0.3% | 64,138 | $2.5M |
| Northeast Planning Associates, Inc. / NH / | 1.73% | Add +5.9% | 63,753 | $2.4M |
| Valley National Advisers Inc. | 0.33% | Add +6.3% | 62,483 | $2.4M |
| Cherry Creek Investment Advisors, Inc. | 1.02% | Reduce -1.0% | 62,324 | $2.4M |
| OakTrust Wealth Advisors, LLC | 2.19% | — | 61,940 | $2.4M |
| Ipsen Advisor Group LLC | 1.68% | Add +3.2% | 61,863 | $2.4M |
| Ergawealth Advisors, Inc. | 1.09% | Reduce -67.3% | 61,639 | $2.4M |
| Entruity Wealth, LLC | 1.67% | Reduce -31.8% | 61,167 | $2.3M |
| Maridea Wealth Management LLC | 0.35% | Add +191.0% | 59,918 | $2.3M |
| IFC & Insurance Marketing, Inc. | 2.27% | — | 59,693 | $2.3M |
| Harvest Investment Services, LLC | 0.42% | Reduce -15.0% | 58,535 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -40.0% | 57,940 | $2.2M |
| HBW Advisory Services LLC | 0.24% | Add +9.9% | 57,026 | $2.2M |
| Ascentis Independent Advisors | 0.35% | Reduce -52.1% | 56,818 | $2.2M |
| Stonebridge Financial Planning Group, LLC | 0.78% | Reduce -1.4% | 56,711 | $2.2M |
| Inscription Capital, LLC | 0.22% | Add +1.1% | 56,311 | $2.2M |
| Proactive Wealth Strategies LLC | 0.85% | Reduce -1.9% | 55,819 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +44.4% | 55,755 | $2.1M |
| WPG Advisers, LLC | 1.58% | Reduce -12.9% | 55,535 | $2.1M |
| Creative Financial Designs Inc. | 0.13% | Reduce -48.1% | 55,251 | $2.1M |
| Keel Point, LLC | 0.12% | Add +1.8% | 53,856 | $2.1M |
| Jacobi Capital Management LLC | 0.12% | Add +7.8% | 53,574 | $2.1M |
| LeClair Wealth Partners LLC | 1.17% | Reduce -54.1% | 52,442 | $2.0M |
| Purus Wealth Management, LLC | 0.62% | Reduce -0.5% | 52,230 | $2.0M |
| Hilton Head Capital Partners, LLC | 1.16% | — | 51,925 | $2.0M |
| Accel Wealth Management | 0.54% | Add +33.0% | 51,901 | $2.0M |
| Integrity Alliance, Llc. | 0.07% | Add +291.0% | 51,057 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.2% | 50,615 | $1.9M |
| IFG Advisory, LLC | 0.08% | Reduce -29.7% | 50,243 | $1.9M |
| AIFG Consultants Ltd. | 3.26% | Add +11.2% | 49,581 | $1.9M |
| Arkos Global Advisors | 0.24% | Add +6.0% | 49,244 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.0% | 49,196 | $1.9M |
| PCG Wealth Advisors, LLC | 0.53% | Add +4.8% | 48,481 | $1.9M |
| Commonwealth Financial Services, LLC | 0.30% | Add +2.4% | 48,173 | $1.8M |
| Summit Investment Advisory Services, LLC | 0.70% | Reduce -2.0% | 48,146 | $1.8M |
| Lifestyle Asset Management, Inc. | 0.60% | Reduce -86.7% | 47,959 | $1.8M |
| Betterment LLC | 0.00% | Add +7.1% | 47,583 | $1.8M |
| International Assets Investment Management, LLC | 0.12% | Reduce -4.9% | 47,393 | $1.8M |
| Medallion Wealth Advisors, LLC | 0.61% | Add +3.5% | 47,380 | $1.8M |
| Symphony Financial, Ltd. Co. | 0.24% | Add +0.3% | 46,306 | $1.8M |
| Hilltop Holdings Inc. | 0.11% | Add +8.1% | 46,657 | $1.8M |
| Arista Wealth Management, LLC | 0.22% | Reduce -8.2% | 46,314 | $1.8M |
| Juno Financial Group LLC | 0.70% | — | 45,947 | $1.8M |
| PKS Advisory Services, LLC | 0.39% | Add +0.1% | 44,573 | $1.7M |
| Oxford Wealth Group, LLC | 0.83% | — | 44,289 | $1.7M |
| Bolthouse Investments, LLC | 1.50% | Reduce -0.3% | 44,171 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +1.1% | 44,021 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +5.6% | 43,355 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +3.7% | 42,504 | $1.6M |
| Financial Management, Inc. | 1.54% | — | 42,214 | $1.6M |
| Grantvest Financial Group LLC | 1.03% | Add +4.4% | 42,066 | $1.6M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -20.1% | 42,003 | $1.6M |
| Insigneo Advisory Services, LLC | 0.12% | Add +81.2% | 41,798 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +18.1% | 41,777 | $1.6M |
| Natixis Advisors, LLC | 0.00% | New | 41,302 | $1.6M |
| City Holding Co. | 0.19% | Reduce -1.4% | 40,996 | $1.6M |
| Concentrum Wealth Management | 0.44% | Reduce -7.8% | 40,905 | $1.6M |
| Beacon Financial Advisory LLC | 0.36% | Reduce -0.3% | 40,789 | $1.6M |
| Marshall Investment Management, LLC | 0.77% | Reduce -4.7% | 40,112 | $1.5M |
| Money Concepts Capital Corp. | 0.09% | Add +12.2% | 39,905 | $1.5M |
| BAM Wealth Management, LLC | 1.10% | Add +193.3% | 39,606 | $1.5M |
| Secured Retirement Advisors, LLC | 0.85% | Reduce -8.5% | 39,537 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -13.3% | 38,281 | $1.5M |
| N.E.W. Advisory Services LLC | 0.11% | Add +408.1% | 37,424 | $1.4M |
| AdvisorNet Financial, Inc | 0.08% | Add +4.6% | 37,078 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.50% | Reduce -0.9% | 37,033 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +7.4% | 36,967 | $1.4M |
| Ritter Daniher Financial Advisory LLC / DE | 0.24% | Reduce -9.1% | 36,737 | $1.4M |
| Altus Wealth Group LLC | 0.56% | Add +0.1% | 36,292 | $1.4M |
| Citigroup Inc. | 0.00% | Add +35.6% | 36,028 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Add +38.4% | 36,004 | $1.4M |
| BlueChip Wealth Advisors LLC | 0.58% | Reduce -1.8% | 35,859 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +2.8% | 35,561 | $1.4M |
| Flagstar Securities, Inc. | 0.45% | Reduce -20.9% | 35,353 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.19% | Add +6.7% | 35,325 | $1.4M |
| Clear Creek Financial Management, LLC | 0.11% | Add +23.7% | 34,860 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +0.6% | 34,460 | $1.3M |
| Capital Analysts, LLC | 0.04% | Add +5.9% | 34,132 | $1.3M |
| Huntleigh Advisors, Inc. | 0.22% | Reduce -44.5% | 34,048 | $1.3M |
| Silver Grove Financial Group, Inc. | 1.11% | Reduce -0.4% | 33,715 | $1.3M |
| WCG Wealth Advisors LLC | 0.04% | Add +30.5% | 33,259 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +42.6% | 33,035 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.7% | 32,258 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +1.2% | 32,115 | $1.2M |
| Ballew Advisors, Inc | 0.69% | Add +1.1% | 30,731 | $1.2M |
| Private Trust Co. NA | 0.11% | Reduce -8.5% | 31,293 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +33.2% | 31,276 | $1.2M |
| Claris Financial LLC | 0.62% | Add +27.0% | 30,575 | $1.2M |
| Vantus Wealth LLC | 0.86% | — | 30,365 | $1.2M |
| Pursue Wealth Partners LLC | 0.56% | No change | 30,319 | $1.2M |
| Advyzon Investment Management, LLC | 0.13% | Add +445.4% | 30,065 | $1.2M |
| Ellsworth Advisors, LLC | 0.23% | Add +8.3% | 28,306 | $1.2M |
| tru Independence LLC | 0.29% | Reduce -2.3% | 29,883 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +47.4% | 29,312 | $1.1M |
| AQR Capital Management | 0.00% | Add +28.7% | 28,979 | $1.1M |
| Kovack Advisors, Inc. | 0.05% | Add +63.3% | 28,649 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -5.3% | 28,624 | $1.1M |
| Root Financial Partners, LLC | 0.06% | Reduce -28.5% | 28,176 | $1.1M |
| Winebrenner Capital Management LLC | 0.72% | No change | 28,156 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +8.5% | 27,886 | $1.1M |
| Summit Wealth Group LLC / Co. | 0.14% | New | 27,321 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Add +0.8% | 26,938 | $1.0M |
| Coppell Advisory Solutions LLC | 0.10% | Add +120.2% | 26,362 | $1.0M |
| Partners Wealth Management, LLC | 1.06% | No change | 26,508 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +0.8% | 26,430 | $1.0M |
| Reicon Wealth Advisors, LLC | 0.74% | — | 26,387 | $1.0M |
| Redhawk Wealth Advisors, Inc. | 0.11% | Reduce -3.1% | 25,838 | $990K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -1.9% | 25,638 | $982K |
| Horizon Advisory Services, Inc. | 0.49% | Add +5.5% | 25,492 | $977K |
| OneAscent Financial Services LLC | 0.09% | Reduce -57.5% | 24,709 | $947K |
| SFG Wealth Management, LLC. | 0.37% | Reduce -1.4% | 24,357 | $933K |
| Smith, Moore & Co. | 0.07% | Reduce -1.9% | 24,298 | $931K |
| Founders Financial Securities LLC | 0.05% | Add +21.6% | 24,241 | $929K |
| Investment Partners, LTD. | 0.32% | Add +0.1% | 24,104 | $924K |
| Centennial Wealth Advisory LLC | 0.24% | Add +18.2% | 24,004 | $920K |
| DHJJ Financial Advisors, Ltd. | 0.30% | Add +15.8% | 23,818 | $913K |
| HighPoint Advisor Group LLC | 0.02% | New | 23,775 | $911K |
| Mercer Global Advisors Inc. | 0.00% | New | 23,253 | $891K |
| J. Derek Lewis & Associates Inc. | 0.21% | — | 23,171 | $888K |
| Barry Investment Advisors, LLC | 0.20% | Add +8.0% | 23,169 | $888K |
| Modern Wealth Management, LLC | 0.02% | Add +14.3% | 23,136 | $887K |
| Cary Street Partners Financial LLC | 0.02% | Add +1.6% | 22,875 | $877K |
| Fearless Solutions, LLC dba Best Invest | 0.53% | Add +2.3% | 22,737 | $871K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.4% | 22,613 | $867K |
| Wagner Wealth Management, Corp | 0.83% | — | 22,006 | $843K |
| Kraematon Investment Advisors, Inc. | 0.65% | Reduce -5.9% | 21,396 | $820K |
| Avior Wealth Management, LLC | 0.03% | Reduce -14.5% | 21,395 | $820K |
| Keating Financial Advisory Services, Inc. | 0.11% | — | 20,994 | $804K |
| Triton Wealth Management, PLLC | 0.30% | Add +27.3% | 19,635 | $800K |
| Cottage Street Advisors LLC | 0.33% | Add +1.6% | 20,580 | $789K |
| Stiles Financial Services Inc | 0.24% | Add +2.2% | 20,539 | $787K |
| Keystone Financial Group | 0.06% | New | 20,502 | $786K |
| Elevated Capital Advisors, LLC | 0.18% | Reduce -1.2% | 20,479 | $785K |
| Rothschild Investment LLC | 0.04% | Add +2.3% | 20,475 | $785K |
| Lighthouse Wealth Management Inc. | 0.53% | Reduce -6.1% | 20,261 | $776K |
| Convergence Financial, LLC | 0.11% | Reduce -0.1% | 20,105 | $770K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.27% | Add +286.5% | 19,975 | $765K |
| Keystone Financial Services, LLC | 0.52% | Add +1.3% | 19,815 | $759K |
| Vise Technologies, Inc. | 0.01% | New | 19,476 | $746K |
| Manchester Financial Inc. | 0.14% | Add +239.0% | 19,333 | $741K |
| Columbia Advisory Partners LLC | 0.50% | Reduce -0.6% | 19,036 | $729K |
| Brown Brothers Harriman & Co. | 0.00% | New | 18,870 | $723K |
| Strategic Blueprint, LLC | 0.04% | Add +8.8% | 18,046 | $692K |
| Independent Wealth Network Inc. | 0.21% | Reduce -11.2% | 17,997 | $690K |
| Premier Private Wealth Management LLC | 0.71% | — | 16,644 | $680K |
| Clear Point Advisors Inc. | 0.53% | Add +0.0% | 17,721 | $679K |
| Diversify Advisory Services, LLC | 0.02% | Add +40.0% | 16,550 | $671K |
| Pitti Group Wealth Management, LLC | 0.55% | Reduce -3.3% | 17,507 | $671K |
| Sovran Advisors, LLC | 0.06% | Add +0.0% | 16,436 | $668K |
| Krilogy Financial LLC | 0.02% | Reduce -3.2% | 16,344 | $662K |
| Magnolia Capital Advisors LLC | 0.14% | New | 17,060 | $654K |
| Parallel Advisors, LLC | 0.01% | Add +30.9% | 17,052 | $653K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +0.0% | 16,581 | $635K |
| FMR LLC | 0.00% | Add +55.5% | 16,549 | $634K |
| Barnes Pettey Financial Advisors, LLC | 0.31% | Add +3.6% | 16,542 | $634K |
| Lanark Financial, Inc. | 0.05% | Reduce -1.9% | 16,535 | $634K |
| TCFG Wealth Management, LLC | 0.25% | Add +0.2% | 16,298 | $625K |
| Frederick Financial Consultants, LLC | 0.34% | Add +12.1% | 16,161 | $619K |
| Directional Asset Management | 0.53% | — | 15,891 | $609K |
| Prosperity Financial Group, Inc. | 0.22% | Add +1.3% | 15,881 | $609K |
| Objective Capital Management, LLC | 0.61% | Add +3.9% | 15,756 | $604K |
| Platform Technology Partners | 0.13% | Add +6.5% | 15,693 | $601K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.5% | 15,595 | $598K |
| Rathbones Group PLC | 0.00% | Add +67.5% | 15,461 | $592K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 15,369 | $589K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 15,361 | $589K |
| World Investment Advisors | 0.01% | New | 15,283 | $586K |
| Global Assets Advisory, LLC | 0.17% | Reduce -3.4% | 15,283 | $586K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.7% | 15,085 | $578K |
| IFP Advisors, Inc | 0.01% | Add +62.0% | 15,014 | $575K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -12.0% | 14,961 | $573K |
| Davis Investment Partners, LLC | 0.20% | Reduce -0.9% | 14,580 | $565K |
| Kaydan Wealth Management, Inc. | 0.16% | Add +9.0% | 14,671 | $562K |
| Whitaker-Myers Wealth Managers, LTD. | 0.12% | Reduce -17.9% | 14,475 | $555K |
| World Equity Group, Inc. | 0.15% | Add +1.4% | 14,426 | $553K |
| Insight Inv LLC | 0.30% | Add +2.0% | 13,770 | $528K |
| Financial Partners Group, Inc | 0.06% | Add +34.6% | 12,986 | $524K |
| Retirement Planning Group, LLC | 0.02% | Add +3.1% | 13,670 | $524K |
| Gilpin Wealth Management, LLC | 0.41% | — | 13,542 | $519K |
| Allworth Financial LP | 0.00% | Reduce -3.8% | 12,882 | $494K |
| Brown Advisory Inc. | 0.00% | Add +26.2% | 12,849 | $492K |
| Cedrus Wealth Group LLC | 0.45% | — | 12,768 | $489K |
| Arbor Capital Management Inc. | 0.40% | Add +1.4% | 12,173 | $478K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.7% | 12,092 | $463K |
| Barrett & Company, Inc. | 0.15% | Add +0.2% | 11,946 | $458K |
| Comprehensive Financial Planning, Inc. | 0.30% | Add +7.4% | 11,940 | $458K |
| Advisortrust Partners, LLC | 0.20% | — | 11,805 | $452K |
| Old Port Advisors | 0.11% | No change | 11,696 | $448K |
| Allie Family Office LLC | 0.21% | Add +2.3% | 11,545 | $442K |
| Larson Financial Group LLC | 0.01% | Add +6.3% | 11,112 | $426K |
| Cannon Wealth Management Services, LLC | 0.30% | Add +29.1% | 10,977 | $421K |
| Total Clarity Wealth Management, Inc. | 0.10% | Reduce -0.8% | 10,964 | $420K |
| Presidio Capital Management, LLC | 0.13% | Add +0.4% | 10,942 | $419K |
| Cottonwood Capital Advisors, LLC | 0.30% | Add +0.1% | 10,913 | $418K |
| Savvy Advisors, Inc. | 0.01% | Add +23.7% | 10,823 | $415K |
| Quad-Cities Investment Group, LLC | 0.17% | Reduce -0.0% | 10,784 | $413K |
| Laraway Financial Advisors Inc | 0.26% | Add +2.2% | 10,577 | $405K |
| CPC Advisors, LLC | 0.04% | Reduce -0.5% | 10,512 | $403K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.8% | 10,499 | $402K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -3.3% | 10,484 | $402K |
| Victory Financial Group, LLC | 0.05% | Add +7.6% | 10,469 | $401K |
| Hidden Cove Wealth Management, LLC | 0.26% | Add +40.8% | 10,459 | $401K |
| Park Avenue Securities LLC | 0.00% | Add +0.8% | 10,284 | $394K |
| JT Stratford LLC | 0.05% | No change | 10,053 | $385K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +21.8% | 9,869 | $378K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 9,833 | $377K |
| Gentry Private Wealth, LLC | 0.24% | Reduce -7.7% | 9,750 | $374K |
| Headland Capital, LLC | 0.10% | Add +16.1% | 9,726 | $373K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -15.6% | 9,674 | $371K |
| Balefire, LLC | 0.07% | New | 9,658 | $370K |
| Prasad Wealth Partners, LLC | 0.10% | Reduce -3.2% | 9,599 | $368K |
| TFB Advisors LLC | 0.10% | No change | 9,402 | $360K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +8.7% | 9,358 | $358K |
| Cibc World Market Inc. | 0.00% | Add +4.2% | 9,209 | $353K |
| Naples Global Advisors, LLC | 0.03% | Add +26.0% | 9,200 | $353K |
| Rothschild Wealth LLC | 0.03% | New | 9,059 | $347K |
| Advance Capital Management, Inc. | 0.01% | Add +0.3% | 8,915 | $342K |
| Fortis Group Advisors, LLC | 0.06% | Add +3.3% | 8,422 | $340K |
| Second Half Financial Partners, LLC | 0.15% | No change | 8,759 | $336K |
| Team Financial Group, LLC | 0.15% | Reduce -6.7% | 8,735 | $335K |
| Trustmark Bank Trust Department | 0.02% | No change | 8,725 | $334K |
| Kingdom Financial Group LLC. | 0.10% | New | 8,464 | $324K |
| Creative Planning | 0.00% | Add +30.1% | 8,361 | $320K |
| Bessemer Group Inc. | 0.00% | No change | 8,307 | $318K |
| Albion Financial Group | 0.02% | No change | 8,250 | $316K |
| 626 Financial, LLC | 0.14% | No change | 8,178 | $313K |
| Tudor Investment Corporation | 0.00% | Add +26.2% | 8,038 | $308K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.0% | 7,975 | $306K |
| Waterfront Wealth Inc. | 0.06% | No change | 7,340 | $298K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | No change | 7,719 | $296K |
| Balboa Wealth Partners | 0.05% | Add +1.8% | 7,708 | $295K |
| American Financial Advisors, LLC | 0.04% | Add +0.3% | 7,673 | $294K |
| First City Capital Management, Inc. | 0.15% | New | 7,575 | $290K |
| Marino, Stram & Associates LLC | 0.05% | Add +4.0% | 7,306 | $280K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +0.3% | 7,286 | $279K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 7,286 | $279K |
| Next Level Private LLC | 0.07% | Add +0.0% | 7,218 | $277K |
| 1776 Wealth LLC | 0.10% | No change | 7,105 | $272K |
| Michels Family Financial, LLC | 0.20% | Reduce -1.9% | 6,979 | $267K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 6,978 | $267K |
| Bulltick Wealth Management, LLC | 0.06% | No change | 6,752 | $259K |
| ARS Wealth Advisors Group, LLC | 0.02% | Reduce -2.9% | 6,752 | $259K |
| Northern Trust Corp. | 0.00% | Reduce -23.3% | 6,562 | $251K |
| Integrated Investment Consultants, LLC | 0.05% | Add +7.8% | 6,505 | $249K |
| Trexquant Investment LP | 0.00% | Reduce -11.2% | 6,455 | $247K |
| CacheTech Inc. | 0.04% | No change | 6,310 | $242K |
| Sei Investments Co. | 0.00% | New | 6,265 | $240K |
| Montag A & Associates Inc. | 0.01% | No change | 6,184 | $237K |
| First Horizon Corp. | 0.01% | New | 6,157 | $236K |
| WealthCare Investment Partners, LLC | 0.07% | New | 6,050 | $234K |
| Prosperity Wealth Management, Inc. | 0.08% | Reduce -15.0% | 6,052 | $232K |
| Quantum Private Wealth, LLC | 0.07% | No change | 5,963 | $229K |
| EP Wealth Advisors, LLC | 0.00% | — | 5,932 | $227K |
| OMNI 360 Wealth, Inc. | 0.12% | Reduce -3.0% | 5,646 | $226K |
| Breakthru Advisory Services, LLC | 0.14% | Add +1.3% | 5,880 | $225K |
| Sowell Financial Services LLC | 0.01% | New | 5,758 | $221K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -3.4% | 5,637 | $216K |
| Assetmark, Inc. | 0.00% | Add +13.3% | 5,592 | $214K |
| Grove Bank & Trust | 0.02% | No change | 5,500 | $211K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 5,324 | $204K |
| Crusonia Wealth Advisors LLC | 0.04% | — | 5,323 | $204K |
| Whipplewood Advisors, LLC | 0.13% | Reduce -0.3% | 5,091 | $195K |
| Bank of Montreal | 0.00% | Add +154.9% | 4,844 | $186K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.2% | 4,688 | $180K |
| Caldwell Trust Co | 0.01% | New | 3,900 | $149K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +81.9% | 3,620 | $139K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 3,572 | $137K |
| Centaurus Financial, Inc. | 0.01% | Reduce -11.2% | 3,137 | $120K |
| IMA Advisory Services, Inc. | 0.01% | Add +37.0% | 3,015 | $116K |
| Archer Investment Corp | 0.03% | Reduce -25.2% | 2,987 | $114K |
| NFSG Corp | 0.02% | New | 2,894 | $111K |
| Financial Network Wealth Advisors LLC | 0.11% | Add +25.9% | 2,702 | $104K |
| 2UniFi Bank | 0.05% | Add +293.9% | 2,560 | $98K |
| Atlantic Union Bankshares Corp | 0.00% | Add +155.9% | 2,462 | $94K |
| LM Advisors LLC | 0.36% | Reduce -96.0% | 3,472 | $91K |
| Ameliora Wealth Management Ltd. | 0.02% | Add +66.7% | 2,075 | $80K |
| Wolff Wiese Magana LLC | 0.04% | Add +0.1% | 2,048 | $78K |
| Nova Wealth Management, Inc. | 0.05% | Reduce -33.4% | 2,018 | $77K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -98.7% | 1,864 | $71K |
| Quadrant Capital Group LLC | 0.00% | New | 1,562 | $60K |
| Evolution Wealth Management Inc. | 0.05% | No change | 1,528 | $59K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,520 | $58K |
| TD Capital Management LLC | 0.00% | Add +4.2% | 1,410 | $54K |
| Tucker Asset Management LLC | 0.01% | New | 1,276 | $49K |
| Signaturefd, LLC | 0.00% | Reduce -4.2% | 1,267 | $49K |
| Global Trust Asset Management, LLC | 0.02% | No change | 1,252 | $48K |
| Hoese & Co LLP | 0.03% | New | 1,244 | $48K |
| Accordant Advisory Group Inc | 0.03% | No change | 1,200 | $46K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,199 | $46K |
| Russell Investments Group, Ltd. | 0.00% | Add +254.2% | 1,151 | $44K |
| Raffa Wealth Management, LLC | 0.01% | No change | 1,066 | $41K |
| FWL Investment Management, LLC | 0.01% | Reduce -0.1% | 1,051 | $40K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -87.7% | 1,007 | $39K |
| Key Financial Inc | 0.01% | No change | 924 | $35K |
| High Note Wealth, LLC | 0.01% | New | 830 | $32K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 788 | $30K |
| Eq Wealth Advisors, LLC | 0.02% | New | 781 | $30K |
| Smartleaf Asset Management LLC | 0.00% | New | 734 | $28K |
| Trust Co. of Vermont | 0.00% | New | 700 | $27K |
| Hantz Financial Services, Inc. | 0.00% | No change | 649 | $25K |
| Oakworth Capital, Inc. | 0.00% | New | 650 | $25K |
| Eagle Bay Advisors LLC | 0.02% | New | 642 | $25K |
| Financial Perspectives, Inc | 0.01% | New | 600 | $23K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 576 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 500 | $19K |
| BlackRock, Inc. | 0.00% | No change | 500 | $19K |
| Kozak & Associates, Inc. | 0.00% | Add +0.5% | 429 | $17K |
| American National Bank & Trust | 0.00% | No change | 420 | $16K |
| Ameriflex Group, Inc. | 0.01% | Add +30.2% | 388 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 379 | $15K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 350 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 327 | $13K |
| ORG Partners LLC | 0.00% | Reduce -90.2% | 300 | $11K |
| Raleigh Capital Management Inc. | 0.00% | Add +29000.0% | 291 | $11K |
| Rossby Financial, LCC | 0.00% | Add +11.4% | 284 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 274 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 250 | $10K |
| Park Square Financial Group, LLC | 0.05% | New | 257 | $9K |
| MTM Investment Management, LLC | 0.00% | No change | 226 | $9K |
| Toth Financial Advisory Corp. | 0.00% | New | 209 | $8K |
| Whittier Trust Co. | 0.00% | No change | 200 | $8K |
| First Community Trust NA | 0.01% | New | 207 | $8K |
| Sawyer & Company, Inc | 0.00% | Reduce -54.6% | 162 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 138 | $5K |
| Optima Capital LLC | 0.00% | New | 136 | $5K |
| Ankerstar Wealth, LLC | 0.00% | — | 120 | $5K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -60.0% | 100 | $4K |
| Bernard Wealth Management Corp. | 0.00% | No change | 74 | $3K |
| Signature Equity Partners, LLC | 0.00% | — | 39 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 29 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 15 | $575 |
| SBI Securities Co., Ltd. | 0.00% | Add +37.5% | 11 | $422 |
| Tidemark, LLC | 0.00% | No change | 6 | $230 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 3 | $115 |
| New Millennium Group LLC | 0.00% | No change | 1 | $20 |
| 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.