First Trust Smid Cap RisingSDVYETF
13F holders, Q1 2026 (March 31)567holders +33
56new positions
23sold out
5famous investors
$39.43avg. 13F price*
At the end of Q1 2026, 567 institutions reported holding First Trust Smid Cap Rising (SDVY) in their 13F filings, up 33 from Q4 2025. 56 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($980.7M), Morgan Stanley ($732.8M) and Raymond James Financial Inc. ($604.3M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $74.8M |
| Exits | 23 | $16.8M |
All 13F filers, Q4 2025 → Q1 2026: 15,232,499 shares bought and 4,674,744 shares sold, net +10,557,755 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 567 holders
| LPL Financial LLC | 0.26% | Reduce -0.1% | 24,870,852 | $980.7M |
| Morgan Stanley | 0.04% | Add +3.5% | 18,583,991 | $732.8M |
| Raymond James Financial Inc. | 0.19% | Add +8.7% | 15,324,967 | $604.3M |
| Wells Fargo & Company | 0.10% | Add +1.5% | 12,623,609 | $497.7M |
| Bank of America Corp. | 0.03% | Add +6.3% | 9,463,585 | $373.1M |
| Cetera Investment Advisers | 0.33% | Add +3.0% | 7,943,362 | $313.2M |
| Royal Bank of Canada | 0.05% | Add +5.1% | 6,670,911 | $263.0M |
| UBS Group AG | 0.04% | Reduce -9.4% | 6,289,010 | $248.0M |
| Capital Investment Advisors, LLC | 2.64% | Add +4.6% | 4,575,086 | $180.4M |
| Stifel Financial Corp. | 0.14% | Reduce -5.3% | 3,945,429 | $155.6M |
| Harbour Investments, Inc. | 2.33% | Add +41.0% | 3,830,391 | $151.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +10.3% | 3,621,293 | $142.8M |
| Park National Corp. | 4.17% | Add +1.9% | 3,472,041 | $136.9M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -2.8% | 3,455,328 | $136.2M |
| HighTower Advisors, LLC | 0.12% | Reduce -10.0% | 2,973,960 | $117.3M |
| Osaic Holdings, Inc. | 0.16% | Add +0.3% | 2,813,061 | $110.9M |
| LVZ, Inc. | 12.03% | Reduce -4.7% | 2,674,296 | $105.4M |
| Truist Financial Corp. | 0.14% | Add +8.1% | 2,653,798 | $104.6M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +10.5% | 2,597,783 | $102.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +13.6% | 2,498,710 | $98.5M |
| Baird Financial Group, Inc. | 0.10% | Add +18.2% | 1,689,276 | $66.6M |
| Kestra Advisory Services, LLC | 0.25% | Add +5.5% | 1,659,688 | $65.4M |
| Blair William & Co. | 0.17% | Add +13.2% | 1,480,558 | $58.4M |
| Jones Financial Companies LLLP | 0.03% | Add +35.7% | 1,505,526 | $58.3M |
| Private Advisor Group, LLC | 0.27% | Add +6.2% | 1,444,960 | $57.0M |
| MML Investors Services, LLC | 0.15% | Reduce -17.8% | 1,368,052 | $53.9M |
| Southern Financial Group, LLC | 14.36% | Add +0.9% | 1,303,502 | $51.4M |
| Rockefeller Capital Management L.P. | 0.09% | Add +14.2% | 1,282,194 | $50.6M |
| Elevation Point Wealth Partners, LLC | 0.97% | Add +14172.1% | 1,039,862 | $41.0M |
| Vestmark Advisory Solutions, Inc. | 0.45% | Add +14036.0% | 1,029,951 | $40.6M |
| Smith Chas P & Associates Pa Cpas | 2.20% | Reduce -0.1% | 1,026,458 | $40.5M |
| NewEdge Advisors, LLC | 0.13% | Reduce -7.2% | 932,398 | $36.8M |
| Janney Montgomery Scott LLC | 0.09% | Add +8.9% | 911,680 | $35.9M |
| JSF Financial, LLC | 6.89% | Add +55.1% | 891,631 | $35.2M |
| Arkadios Wealth Advisors | 0.56% | Add +191.4% | 861,728 | $34.0M |
| Prospera Financial Services Inc | 0.54% | Add +14.4% | 852,512 | $33.6M |
| Western Wealth Management, LLC | 1.28% | Add +12.3% | 849,178 | $33.5M |
| Independent Advisor Alliance | 0.35% | New | 824,540 | $32.5M |
| D.A. Davidson & Co. | 0.18% | Add +9.5% | 736,973 | $29.1M |
| GW Henssler & Associates Ltd. | 1.27% | Add +34.2% | 685,207 | $27.0M |
| Integrated Wealth Concepts LLC | 0.21% | Add +26.0% | 653,431 | $25.8M |
| Decker Wealth Management LLC | 5.63% | Reduce -0.6% | 628,685 | $24.8M |
| Blue Chip Partners, LLC | 1.72% | Add +2.8% | 607,551 | $24.0M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -0.1% | 587,966 | $23.2M |
| Aptus Capital Advisors, LLC | 0.19% | Add +8.6% | 578,589 | $22.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -4.2% | 571,011 | $22.7M |
| Trilogy Capital Inc. | 0.99% | Add +1.6% | 562,650 | $22.2M |
| Guardian Wealth Advisors, LLC / NC | 1.37% | Add +8.3% | 547,352 | $21.6M |
| First Trust Advisors LP | 0.02% | Add +17.7% | 535,680 | $21.1M |
| Summit Financial, LLC | 0.27% | Add +1.9% | 532,862 | $21.0M |
| Equitable Holdings, Inc. | 0.13% | Reduce -4.4% | 537,002 | $20.6M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +4.1% | 521,538 | $20.6M |
| Private Wealth Asset Management, LLC | 2.15% | Add +42.8% | 510,590 | $20.1M |
| Wagner Wealth Management, LLC | 3.89% | Add +2.9% | 488,665 | $19.3M |
| Focus Partners Wealth | 0.02% | Add +97.0% | 483,798 | $19.1M |
| Sanchez Wealth Management Group | 3.85% | Add +1.2% | 451,725 | $17.8M |
| Cwm, LLC | 0.05% | Add +0.3% | 449,821 | $17.7M |
| Advantage Trust Co | 7.84% | Add +1.1% | 443,500 | $17.5M |
| &partners | 0.08% | Reduce -4.1% | 434,608 | $17.1M |
| Crumly & Associates Inc. | 3.59% | Reduce -9.1% | 433,507 | $17.1M |
| Solano Wealth Investment Advisors LLC | 8.35% | Reduce -1.5% | 425,107 | $16.8M |
| Independent Financial Group, LLC | 0.37% | Add +4.3% | 418,090 | $16.5M |
| Focus Financial Network, Inc. | 0.59% | Add +4.9% | 415,114 | $16.4M |
| Richmond Investment Services, LLC | 2.64% | Add +4.5% | 414,692 | $16.4M |
| Dagco, Inc. | 3.53% | Add +11.6% | 413,183 | $16.3M |
| Pine Valley Investments Ltd Liability Co | 0.74% | Reduce -11.2% | 386,211 | $15.2M |
| B & T Capital Management DBA Alpha Capital Management | 2.07% | Add +0.3% | 363,033 | $14.3M |
| Gateway Wealth Partners, LLC | 0.54% | Add +138.9% | 351,046 | $13.8M |
| J.W. Cole Advisors, Inc. | 0.44% | Add +3.7% | 333,920 | $13.2M |
| Aft, Forsyth & Sober, LLC | 3.96% | No change | 329,600 | $13.0M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +1.8% | 318,732 | $12.6M |
| Sigma Planning Corp | 0.33% | Add +3.1% | 300,698 | $11.9M |
| RFG Advisory, LLC | 0.22% | Add +15.7% | 300,293 | $11.8M |
| Kestra Private Wealth Services, LLC | 0.15% | Reduce -0.9% | 299,257 | $11.8M |
| Axxcess Wealth Management, LLC | 0.38% | Add +11.6% | 297,107 | $11.7M |
| Golden State Wealth Management, LLC | 1.28% | Add +1.3% | 297,058 | $11.7M |
| Foundations Investment Advisors, LLC | 0.14% | Add +9.4% | 293,906 | $11.6M |
| Precedent Wealth Partners, LLC | 2.31% | Add +13.8% | 293,256 | $11.6M |
| Procyon Advisors, LLC | 0.56% | Add +17.9% | 291,405 | $11.5M |
| Stratos Wealth Advisors, LLC | 0.70% | Reduce -2.8% | 286,832 | $11.3M |
| S Harris Financial Group, LLC | 10.23% | Add +1.9% | 284,420 | $11.2M |
| Randall & Associates Wealth Management | 7.49% | Add +64.7% | 281,674 | $11.1M |
| Pinnacle Associates Ltd. | 0.14% | Add +10.7% | 279,780 | $11.0M |
| TrueWealth Advisors, LLC | 2.64% | Reduce -2.2% | 266,637 | $10.5M |
| Benjamin Edwards Inc. | 0.10% | Reduce -9.0% | 264,602 | $10.4M |
| PSI Advisors, LLC | 2.47% | Add +3.2% | 258,753 | $10.2M |
| US Bancorp \de | 0.01% | Add +12.0% | 257,694 | $10.2M |
| StoneX Group Inc. | 0.54% | Reduce -41.8% | 254,193 | $10.0M |
| Hobart Private Capital, LLC | 1.89% | Add +42.1% | 244,264 | $9.6M |
| Econ Financial Services Corp | 4.42% | Add +34.3% | 241,302 | $9.5M |
| Atria Investments, Inc | 0.11% | Add +0.5% | 240,787 | $9.5M |
| Arax Advisory Partners | 0.26% | Add +3.7% | 237,546 | $9.4M |
| Nations Financial Group Inc, /Ia/ | 0.46% | Add +9.7% | 224,997 | $8.9M |
| Oppenheimer & Co. Inc. | 0.11% | Add +16.8% | 222,880 | $8.8M |
| Certified Advisory Corp | 0.76% | Add +1.0% | 215,374 | $8.5M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +4.5% | 211,777 | $8.4M |
| VestGen Advisors, LLC | 0.23% | Reduce -2.6% | 200,652 | $8.3M |
| Mariner, LLC | 0.01% | Add +2.5% | 210,001 | $8.3M |
| My Portfolio Guide, LLC | 4.55% | — | 208,576 | $8.2M |
| First Heartland Consultants, Inc. | 0.62% | Reduce -11.1% | 206,615 | $8.1M |
| Triumph Capital Management | 1.68% | Reduce -0.8% | 206,474 | $8.1M |
| LCW Services, LLC | 4.02% | New | 205,084 | $8.1M |
| Southland Equity Partners LLC | 1.57% | Add +2.5% | 204,902 | $8.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -40.8% | 203,663 | $8.0M |
| Gallagher Fiduciary Advisors, LLC | 0.31% | Reduce -1.4% | 202,034 | $8.0M |
| Daymark Wealth Partners, LLC | 0.25% | Reduce -1.8% | 199,870 | $7.9M |
| Visionary Wealth Advisors | 0.35% | Add +2.8% | 199,747 | $7.9M |
| Principal Securities, Inc. | 0.12% | Add +5.6% | 198,983 | $7.8M |
| Arvest Investments, Inc. | 1.06% | Reduce -24.9% | 197,847 | $7.8M |
| Capital Investment Counsel, LLC | 1.06% | Reduce -3.5% | 197,043 | $7.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.52% | Add +10.1% | 193,437 | $7.6M |
| Baron Wealth Management LLC | 2.22% | Add +13.3% | 187,931 | $7.4M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +7.4% | 183,618 | $7.2M |
| IHT Wealth Management, LLC | 0.17% | Reduce -10.9% | 183,447 | $7.2M |
| Uniting Wealth Partners, LLC | 1.54% | Reduce -5.9% | 183,381 | $7.2M |
| Csenge Advisory Group | 0.33% | Add +44.9% | 183,235 | $7.2M |
| Bright Financial Advisors, Inc. | 3.29% | Add +16.1% | 182,228 | $7.2M |
| Ameliora Wealth Management Ltd. | 2.20% | Add +8352.7% | 175,394 | $6.9M |
| Stonehaven Wealth & Tax Solutions, LLC | 6.04% | Add +1.5% | 173,094 | $6.8M |
| KPP Advisory Services LLC | 0.97% | Reduce -5.9% | 168,578 | $6.6M |
| Ssi Investment Management LLC | 0.54% | Reduce -0.4% | 166,963 | $6.6M |
| Owen LaRue, LLC | 2.49% | Add +9.9% | 164,642 | $6.5M |
| Key Client Fiduciary Advisors, LLC | 2.18% | Add +3.0% | 161,187 | $6.4M |
| MAI Capital Management | 0.04% | Reduce -1.0% | 161,074 | $6.4M |
| Aprio Wealth Management, LLC | 0.35% | Reduce -3.5% | 160,773 | $6.3M |
| Rehmann Capital Advisory Group | 0.33% | Add +19.6% | 158,946 | $6.3M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +6.4% | 153,726 | $6.1M |
| Gaddis Premier Wealth Advisors LLC | 4.43% | Add +1.9% | 152,033 | $6.0M |
| Stewardship Concepts Financial Services LLC | 4.66% | Add +6.7% | 150,973 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +6.4% | 147,448 | $5.8M |
| Bravera Wealth | 2.57% | Add +15.2% | 144,594 | $5.7M |
| Mach-1 Financial Group, LLC | 2.01% | Reduce -49.6% | 144,593 | $5.7M |
| Simplicity Wealth,LLC | 0.32% | Add +68.1% | 144,108 | $5.7M |
| Fairvoy Private Wealth, LLC | 1.33% | Reduce -53.4% | 141,150 | $5.6M |
| Provident Wealth Management, LLC | 1.67% | Reduce -0.7% | 140,345 | $5.5M |
| IMG Wealth Management, Inc. | 3.51% | Reduce -4.4% | 139,732 | $5.5M |
| Chris Bulman Inc | 2.40% | Add +24.2% | 138,692 | $5.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -44.5% | 138,739 | $5.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -39.7% | 134,503 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +23.5% | 137,666 | $5.3M |
| CX Institutional | 0.15% | Reduce -3.8% | 127,812 | $5.0M |
| Gerald Baker Financial Group LLC | 1.54% | — | 123,016 | $4.9M |
| JPL Wealth Management, LLC | 1.10% | Reduce -2.4% | 121,542 | $4.8M |
| Ascentis Independent Advisors | 0.36% | Add +112.3% | 120,647 | $4.8M |
| Meridian Wealth Management, LLC | 0.17% | Reduce -2.3% | 119,904 | $4.7M |
| KMG Fiduciary Partners, LLC | 0.35% | Add +5.0% | 119,437 | $4.7M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -3.4% | 118,356 | $4.7M |
| Main Street Financial Solutions, LLC | 0.33% | Add +3.2% | 114,290 | $4.5M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -5.1% | 112,877 | $4.5M |
| Brookstone Capital Management | 0.05% | Add +18.9% | 111,235 | $4.4M |
| Proactive Wealth Strategies LLC | 0.82% | Add +97.8% | 110,418 | $4.4M |
| FSB Premier Wealth Management, Inc. | 1.36% | Add +2.0% | 109,717 | $4.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +20.5% | 109,663 | $4.3M |
| Cozad Asset Management Inc. | 0.34% | Add +8.9% | 108,781 | $4.3M |
| Oxford Wealth Group, LLC | 2.32% | Add +143.7% | 107,922 | $4.3M |
| Virtus Family Office LLC | 3.63% | Add +1.4% | 107,918 | $4.3M |
| Catalyst Investment Management LLC | 4.71% | Reduce -15.9% | 100,646 | $4.3M |
| Titleist Asset Management, LLC | 0.32% | Reduce -9.4% | 106,209 | $4.2M |
| Wisconsin Wealth Advisors, LLC | 4.00% | Add +1.8% | 103,069 | $4.1M |
| Spectrum Wealth Advisory Group, LLC | 1.49% | Reduce -80.3% | 101,927 | $4.0M |
| Continuum Advisory, LLC | 0.38% | Add +1.7% | 101,436 | $4.0M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -5.0% | 101,149 | $4.0M |
| Fifth Third Bancorp | 0.01% | New | 100,695 | $4.0M |
| Regal Investment Advisors LLC | 0.23% | Add +18.8% | 100,055 | $3.9M |
| Maia Wealth LLC | 0.66% | Reduce -3.6% | 98,394 | $3.9M |
| Boyer Financial Services, Inc. | 4.05% | Add +1.1% | 96,951 | $3.8M |
| Sound Portfolio Advisors, LLC | 3.08% | Reduce -1.7% | 96,075 | $3.8M |
| Trueblood Wealth Management, LLC | 1.47% | Add +1.2% | 95,381 | $3.8M |
| Stephens Inc. | 0.04% | Reduce -2.2% | 91,160 | $3.6M |
| Prostatis Group LLC | 0.91% | Reduce -4.6% | 90,364 | $3.6M |
| Forefront Wealth Partners, LLC | 1.47% | Add +16.6% | 88,968 | $3.5M |
| IFC & Insurance Marketing, Inc. | 3.64% | Add +48.1% | 88,394 | $3.5M |
| MPWM Advisory Solutions, LLC | 1.85% | Add +10.9% | 88,388 | $3.5M |
| Griffith & Werner, Inc. | 1.69% | Add +13.3% | 86,694 | $3.4M |
| Mutual Advisors, LLC | 0.07% | Reduce -13.6% | 86,392 | $3.4M |
| Genesis Private Wealth, LLC | 1.07% | Add +2.1% | 86,346 | $3.4M |
| Carlson Financial, Inc. | 1.99% | Reduce -1.0% | 85,692 | $3.4M |
| DAVENPORT & Co LLC | 0.02% | Reduce -2.1% | 84,963 | $3.4M |
| PCG Wealth Advisors, LLC | 0.84% | Add +74.4% | 84,541 | $3.3M |
| Banco Santander, S.A. | 0.03% | New | 83,519 | $3.3M |
| Capital Advantage, Inc. | 0.42% | Add +5.9% | 81,772 | $3.2M |
| United Advisor Group, LLC | 0.40% | Add +4.4% | 81,268 | $3.2M |
| Maridea Wealth Management LLC | 0.47% | Add +35.1% | 80,975 | $3.2M |
| Mgo One Seven LLC | 0.06% | Add +1.1% | 80,138 | $3.2M |
| Valley National Advisers Inc. | 0.41% | Add +27.8% | 79,838 | $3.1M |
| Mason & Associates Inc | 0.61% | Add +2.9% | 81,677 | $3.1M |
| Marshall Financial Group, LLC | 0.50% | Reduce -2.0% | 79,603 | $3.1M |
| Two Sigma Investments, LP | 0.00% | New | 79,600 | $3.1M |
| Spire Wealth Management | 0.10% | Reduce -8.7% | 77,076 | $3.0M |
| Silver Oak Securities, Incorporated | 0.22% | Reduce -17.9% | 76,256 | $3.0M |
| Moors & Cabot, Inc. | 0.13% | Reduce -0.7% | 76,054 | $3.0M |
| Goldenstone Wealth Management LLC | 2.18% | Reduce -4.6% | 75,884 | $3.0M |
| Formidable Asset Management, LLC | 0.46% | Reduce -7.0% | 77,668 | $3.0M |
| Capital Financial Group Inc\co\ | 1.63% | Add +11.0% | 75,426 | $3.0M |
| Wedbush Securities Inc. | 0.08% | Add +14.7% | 73,565 | $2.9M |
| Capital Investment Advisory Services, LLC | 0.21% | Reduce -22.9% | 73,426 | $2.9M |
| Darwin Wealth Management, LLC | 0.90% | Reduce -6.0% | 73,270 | $2.9M |
| Central Pacific Bank - Trust Division | 0.38% | No change | 72,800 | $2.9M |
| Atlas Wealth LLC | 1.14% | Add +1.7% | 72,463 | $2.9M |
| RiverTree Advisors, LLC | 1.80% | Reduce -1.2% | 72,178 | $2.8M |
| Stone Wealth Partners | 2.56% | Add +12.1% | 72,156 | $2.8M |
| Calton & Associates, Inc. | 0.41% | Reduce -6.0% | 71,993 | $2.8M |
| Arcadia Wealth Management, Inc. | 1.52% | Add +5.9% | 71,362 | $2.8M |
| Waverly Advisors, LLC | 0.02% | Add +4.9% | 70,735 | $2.8M |
| PMG Wealth Management, Inc. | 2.00% | New | 70,316 | $2.8M |
| OakTrust Wealth Advisors, LLC | 2.42% | Add +9.1% | 67,549 | $2.7M |
| Fairway Financial, LLC | 1.98% | Add +0.9% | 66,187 | $2.6M |
| Ipsen Advisor Group LLC | 1.80% | Add +5.5% | 65,234 | $2.6M |
| Renaissance Technologies | 0.00% | New | 64,800 | $2.6M |
| HBW Advisory Services LLC | 0.27% | Add +12.9% | 64,371 | $2.5M |
| Northeast Planning Associates, Inc. / NH / | 1.70% | Add +0.8% | 64,236 | $2.5M |
| Junk Investment Group, LLC | 1.30% | — | 62,981 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +170.3% | 62,850 | $2.5M |
| Ergawealth Advisors, Inc. | 1.07% | Reduce -0.3% | 61,460 | $2.4M |
| Accel Wealth Management | 0.63% | Add +18.0% | 61,225 | $2.4M |
| Harvest Investment Services, LLC | 0.44% | Add +3.5% | 60,610 | $2.4M |
| Entruity Wealth, LLC | 1.60% | Reduce -2.3% | 59,770 | $2.4M |
| Cherry Creek Investment Advisors, Inc. | 1.01% | Reduce -5.1% | 59,136 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 0.85% | Add +3.4% | 58,662 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +52.9% | 58,528 | $2.3M |
| Inscription Capital, LLC | 0.24% | Add +3.9% | 58,497 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +41.0% | 58,238 | $2.3M |
| Creative Financial Designs Inc. | 0.14% | Add +3.0% | 56,904 | $2.2M |
| Spartan Wealth Advisory Services LLC | 0.19% | — | 55,959 | $2.2M |
| Jacobi Capital Management LLC | 0.12% | Add +3.6% | 55,481 | $2.2M |
| BAM Wealth Management, LLC | 1.64% | Add +40.0% | 55,449 | $2.2M |
| Keel Point, LLC | 0.15% | Add +2.9% | 55,393 | $2.2M |
| Stegent Equity Advisors, Inc. | 1.84% | New | 54,653 | $2.2M |
| Arkos Global Advisors | 0.27% | Add +9.9% | 54,144 | $2.1M |
| Insigneo Advisory Services, LLC | 0.15% | Add +28.7% | 53,801 | $2.1M |
| Medallion Wealth Advisors, LLC | 0.69% | Add +13.2% | 53,638 | $2.1M |
| WPG Advisers, LLC | 1.53% | Reduce -5.4% | 52,534 | $2.1M |
| Hilton Head Capital Partners, LLC | 1.15% | Reduce -0.3% | 51,760 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -11.0% | 51,584 | $2.0M |
| Purus Wealth Management, LLC | 0.64% | Reduce -2.9% | 50,722 | $2.0M |
| Ethos Financial Group, LLC | 0.15% | New | 50,604 | $2.0M |
| Integrity Alliance, Llc. | 0.08% | Reduce -1.1% | 50,481 | $2.0M |
| Commonwealth Financial Services, LLC | 0.31% | Add +4.6% | 50,390 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.2% | 50,000 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 49,765 | $2.0M |
| Juno Financial Group LLC | 0.76% | Add +7.0% | 49,139 | $1.9M |
| Anderson Financial Strategies, LLC | 1.04% | Reduce -40.6% | 44,703 | $1.9M |
| Summit Investment Advisory Services, LLC | 0.70% | Reduce -0.3% | 47,979 | $1.9M |
| Bolthouse Investments, LLC | 1.69% | Add +7.4% | 47,421 | $1.9M |
| International Assets Investment Management, LLC | 0.13% | Reduce -0.9% | 46,957 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Add +13.2% | 47,306 | $1.9M |
| Symphony Financial, Ltd. Co. | 0.24% | Add +2.5% | 47,439 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +7.1% | 45,519 | $1.8M |
| PKS Advisory Services, LLC | 0.42% | Add +2.0% | 45,476 | $1.8M |
| Citigroup Inc. | 0.00% | Add +25.1% | 45,058 | $1.8M |
| Grantvest Financial Group LLC | 1.15% | Add +6.7% | 44,863 | $1.8M |
| Financial Management, Inc. | 1.64% | Add +5.0% | 44,338 | $1.7M |
| Beacon Financial Advisory LLC | 0.39% | Add +7.8% | 43,968 | $1.7M |
| AssuredPartners Investment Advisors, LLC | 0.19% | Reduce -61.2% | 43,255 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.23% | Add +23.4% | 43,585 | $1.7M |
| Koshinski Asset Management, Inc. | 0.11% | Add +3.3% | 43,376 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.09% | Reduce -1.5% | 43,369 | $1.7M |
| Marshall Investment Management, LLC | 0.81% | Add +6.6% | 42,777 | $1.7M |
| Concentrum Wealth Management | 0.50% | Add +4.2% | 42,632 | $1.7M |
| AdvisorNet Financial, Inc | 0.08% | Add +11.3% | 41,274 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.2% | 41,228 | $1.6M |
| Hilltop Holdings Inc. | 0.15% | Reduce -11.7% | 41,207 | $1.6M |
| Money Concepts Capital Corp. | 0.09% | Add +2.3% | 40,810 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.3% | 39,753 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -28.9% | 39,663 | $1.6M |
| City Holding Co. | 0.19% | Reduce -4.5% | 39,161 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +154.9% | 39,153 | $1.5M |
| Arista Wealth Management, LLC | 0.19% | Reduce -15.6% | 39,106 | $1.5M |
| Ballew Advisors, Inc | 0.85% | Add +18.3% | 36,339 | $1.5M |
| Everest Financial Group LLC | 0.25% | New | 38,150 | $1.5M |
| Traction Financial Partners, LLC | 0.91% | Reduce -41.5% | 37,597 | $1.5M |
| Secured Retirement Advisors, LLC | 0.84% | Reduce -5.2% | 37,479 | $1.5M |
| Betterment LLC | 0.00% | Reduce -21.5% | 37,361 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.15% | Add +36.6% | 37,332 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 36,852 | $1.5M |
| Pursue Wealth Partners LLC | 0.86% | Add +20.2% | 36,449 | $1.4M |
| Level Four Advisory Services, LLC | 0.05% | Add +24.0% | 36,338 | $1.4M |
| Ritter Daniher Financial Advisory LLC / DE | 0.24% | Reduce -1.3% | 36,246 | $1.4M |
| Flagstar Securities, Inc. | 0.51% | Add +2.0% | 36,052 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | Add +7.8% | 35,867 | $1.4M |
| BlueChip Wealth Advisors LLC | 0.62% | No change | 35,859 | $1.4M |
| Twin Peaks Wealth Advisors, LLC | 0.35% | New | 35,685 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.2% | 35,141 | $1.4M |
| Huntleigh Advisors, Inc. | 0.24% | Add +3.0% | 35,053 | $1.4M |
| Capital Analysts, LLC | 0.04% | Add +2.7% | 35,064 | $1.4M |
| Clear Creek Financial Management, LLC | 0.11% | Add +0.3% | 34,954 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +9.7% | 34,319 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +3.6% | 34,223 | $1.3M |
| Cornerstone Wealth, LLC | 0.76% | — | 31,919 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -2.4% | 33,631 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -6.8% | 33,565 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Add +3.7% | 33,295 | $1.3M |
| Silver Grove Financial Group, Inc. | 1.04% | Reduce -3.1% | 32,667 | $1.3M |
| Altus Wealth Group LLC | 0.52% | Reduce -10.5% | 32,489 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +3.4% | 32,362 | $1.3M |
| OneAscent Financial Services LLC | 0.07% | Add +30.8% | 32,321 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.6% | 32,252 | $1.3M |
| Advyzon Investment Management, LLC | 0.11% | Add +6.4% | 31,981 | $1.3M |
| Blom & Howell Financial Planning, Inc. | 1.20% | New | 31,092 | $1.2M |
| Claris Financial LLC | 0.66% | Reduce -0.1% | 30,546 | $1.2M |
| Wagner Wealth Management, Corp | 1.08% | Add +38.3% | 30,426 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +8.2% | 30,168 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Add +3.7% | 29,716 | $1.2M |
| tru Independence LLC | 0.57% | Reduce -2.5% | 29,137 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +1.6% | 29,097 | $1.1M |
| Winebrenner Capital Management LLC | 0.73% | Add +2.1% | 28,737 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +5.7% | 28,474 | $1.1M |
| Centennial Wealth Advisory LLC | 0.27% | Add +16.9% | 28,066 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -13.9% | 27,764 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.36% | Add +15.9% | 27,611 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +3.3% | 27,314 | $1.1M |
| Ellsworth Advisors, LLC | 0.20% | Reduce -3.8% | 27,230 | $1.1M |
| SFG Wealth Management, LLC. | 0.43% | Add +10.0% | 26,795 | $1.1M |
| Partners Wealth Management, LLC | 1.08% | No change | 26,508 | $1.0M |
| AQR Capital Management | 0.00% | Reduce -8.7% | 26,462 | $1.0M |
| Horizon Advisory Services, Inc. | 0.53% | Add +3.2% | 26,316 | $1.0M |
| Barry Investment Advisors, LLC | 0.22% | Add +11.0% | 25,715 | $1.0M |
| Root Financial Partners, LLC | 0.05% | Reduce -9.1% | 25,608 | $1.0M |
| N.E.W. Advisory Services LLC | 0.08% | Reduce -31.6% | 25,593 | $1.0M |
| Redhawk Wealth Advisors, Inc. | 0.11% | Reduce -1.2% | 25,537 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -76.7% | 25,404 | $1.0M |
| FMR LLC | 0.00% | Add +49.9% | 24,809 | $978K |
| Smith, Moore & Co. | 0.07% | Add +0.3% | 24,382 | $961K |
| Investment Partners, LTD. | 0.34% | Add +0.1% | 24,129 | $951K |
| J. Derek Lewis & Associates Inc. | 0.21% | Add +4.1% | 24,115 | $951K |
| Triton Wealth Management, PLLC | 0.35% | Add +21.2% | 23,805 | $951K |
| HighPoint Advisor Group LLC | 0.04% | Add +1.2% | 24,070 | $949K |
| Keating Financial Advisory Services, Inc. | 0.15% | Add +13.4% | 23,802 | $939K |
| Cary Street Partners Financial LLC | 0.02% | Add +2.8% | 23,525 | $928K |
| Fearless Solutions, LLC dba Best Invest | 0.56% | Add +2.6% | 23,326 | $920K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.0% | 23,299 | $919K |
| Strategic Financial Concepts, LLC | 0.22% | New | 22,603 | $891K |
| Avior Wealth Management, LLC | 0.03% | Add +5.3% | 22,518 | $888K |
| Barnes Pettey Financial Advisors, LLC | 0.38% | Add +34.3% | 22,222 | $876K |
| Parallel Advisors, LLC | 0.02% | Add +27.8% | 21,792 | $859K |
| Kraematon Investment Advisors, Inc. | 0.69% | Add +0.1% | 21,412 | $844K |
| Keystone Financial Group | 0.06% | Add +4.0% | 21,332 | $844K |
| Trivium Point Advisory, LLC | 0.15% | Reduce -74.2% | 21,159 | $834K |
| Stiles Financial Services Inc | 0.25% | Add +2.2% | 20,982 | $827K |
| Convergence Financial, LLC | 0.09% | Add +4.0% | 20,918 | $825K |
| Citadel Advisors | 0.00% | New | 20,869 | $823K |
| Cottage Street Advisors LLC | 0.35% | Add +0.9% | 20,770 | $819K |
| Rothschild Investment LLC | 0.04% | Add +1.2% | 20,725 | $817K |
| Lighthouse Wealth Management Inc. | 0.55% | Add +1.6% | 20,576 | $811K |
| Two Sigma Securities, LLC | 0.09% | New | 20,336 | $802K |
| Keystone Financial Services, LLC | 0.53% | Add +1.7% | 20,156 | $795K |
| Modern Wealth Management, LLC | 0.01% | Reduce -14.1% | 19,868 | $790K |
| Elevated Capital Advisors, LLC | 0.20% | Reduce -2.3% | 20,009 | $789K |
| Strategic Blueprint, LLC | 0.05% | Add +9.9% | 19,833 | $782K |
| Manchester Financial Inc. | 0.15% | Add +1.6% | 19,638 | $774K |
| Prosperity Financial Group, Inc. | 0.28% | Add +21.6% | 19,307 | $761K |
| Pitti Group Wealth Management, LLC | 0.61% | Add +9.3% | 19,128 | $754K |
| Vise Technologies, Inc. | 0.01% | No change | 19,476 | $746K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 18,870 | $744K |
| Magnolia Capital Advisors LLC | 0.15% | Add +10.3% | 18,823 | $742K |
| Frederick Financial Consultants, LLC | 0.37% | Add +16.1% | 18,769 | $740K |
| Independent Wealth Network Inc. | 0.21% | Add +1.7% | 18,298 | $721K |
| Advisortrust Partners, LLC | 0.30% | Add +53.8% | 18,151 | $716K |
| Clear Point Advisors Inc. | 0.55% | Add +2.3% | 18,119 | $714K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.29% | Reduce -9.8% | 18,024 | $711K |
| Kaydan Wealth Management, Inc. | 0.23% | Add +18.5% | 17,391 | $686K |
| Sovran Advisors, LLC | 0.05% | Reduce -2.4% | 16,048 | $679K |
| Reicon Wealth Advisors, LLC | 0.52% | Reduce -35.2% | 17,087 | $674K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +0.0% | 16,587 | $654K |
| Rathbones Group PLC | 0.00% | Add +6.9% | 16,530 | $652K |
| Platform Technology Partners | 0.13% | Add +5.0% | 16,482 | $650K |
| IFP Advisors, Inc | 0.01% | Add +9.4% | 16,428 | $648K |
| Cresset Asset Management, LLC | 0.00% | Add +6.3% | 16,341 | $644K |
| Krilogy Financial LLC | 0.02% | Reduce -4.8% | 15,567 | $644K |
| TCFG Wealth Management, LLC | 0.24% | Reduce -0.0% | 16,297 | $643K |
| TCFG Investment Advisors, LLC | 0.24% | — | 16,297 | $643K |
| Directional Asset Management | 0.57% | Add +0.3% | 15,931 | $628K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.3% | 15,790 | $623K |
| Goodman Financial Corp | 0.11% | New | 15,761 | $621K |
| Retirement Planning Group, LLC | 0.02% | Add +13.6% | 15,534 | $613K |
| World Investment Advisors | 0.01% | Add +0.8% | 15,413 | $608K |
| Johnson Financial Group, LLC | 0.04% | New | 15,376 | $606K |
| Cedrus Wealth Group LLC | 0.66% | Add +17.9% | 15,050 | $593K |
| Lanark Financial, Inc. | 0.04% | Reduce -9.3% | 15,002 | $592K |
| Americana Partners, LLC | 0.02% | New | 14,865 | $586K |
| Founders Financial Securities LLC | 0.03% | Reduce -42.2% | 14,014 | $583K |
| Cannon Wealth Management Services, LLC | 0.39% | Add +34.4% | 14,750 | $582K |
| Davis Investment Partners, LLC | 0.20% | Add +0.0% | 14,582 | $575K |
| Comprehensive Financial Planning, Inc. | 0.39% | Add +20.4% | 14,382 | $567K |
| Gilpin Wealth Management, LLC | 0.45% | Add +5.4% | 14,272 | $563K |
| World Equity Group, Inc. | 0.15% | Reduce -1.4% | 14,228 | $561K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -5.2% | 14,189 | $559K |
| Balefire, LLC | 0.11% | Add +46.8% | 14,174 | $559K |
| Premier Private Wealth Management LLC | 0.59% | Reduce -14.8% | 14,173 | $559K |
| Barrett & Company, Inc. | 0.19% | Add +16.6% | 13,923 | $549K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -9.1% | 13,710 | $545K |
| Columbia Advisory Partners LLC | 0.34% | Reduce -28.2% | 13,671 | $539K |
| Insight Inv LLC | 0.29% | Reduce -0.9% | 13,645 | $538K |
| Financial Partners Group, Inc | 0.06% | Add +2.4% | 13,303 | $525K |
| Objective Capital Management, LLC | 0.53% | Reduce -15.9% | 13,249 | $522K |
| Advisory Services Network, LLC | 0.01% | Add +9.3% | 13,219 | $521K |
| Arbor Capital Management Inc. | 0.42% | Add +2.2% | 12,440 | $515K |
| Symphony Financial Services, Inc. | 0.26% | New | 12,975 | $512K |
| Whitaker-Myers Wealth Managers, LTD. | 0.10% | Reduce -12.7% | 12,640 | $498K |
| Allworth Financial LP | 0.00% | Reduce -1.9% | 12,637 | $498K |
| Larson Financial Group LLC | 0.02% | Add +13.1% | 12,566 | $495K |
| Rothschild Wealth LLC | 0.04% | Add +38.1% | 12,509 | $493K |
| Advance Capital Management, Inc. | 0.02% | Add +35.1% | 12,048 | $475K |
| Laraway Financial Advisors Inc | 0.33% | Add +13.5% | 12,004 | $473K |
| IFS Group,LLC | 0.42% | — | 11,871 | $468K |
| Savvy Advisors, Inc. | 0.01% | Add +8.7% | 11,765 | $464K |
| Old Port Advisors | 0.11% | No change | 11,696 | $461K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +18.5% | 11,650 | $459K |
| Allie Family Office LLC | 0.20% | No change | 11,545 | $455K |
| Victory Financial Group, LLC | 0.05% | Add +8.2% | 11,329 | $447K |
| McKinney Capital Management, LLC | 0.38% | — | 11,163 | $440K |
| Quad-Cities Investment Group, LLC | 0.17% | Add +2.6% | 11,069 | $436K |
| Cottonwood Capital Advisors, LLC | 0.30% | Reduce -0.3% | 10,880 | $429K |
| Impact Partnership Wealth, LLC | 0.05% | Add +2.2% | 10,710 | $422K |
| Total Clarity Wealth Management, Inc. | 0.10% | Reduce -3.2% | 10,614 | $419K |
| CPC Advisors, LLC | 0.07% | Reduce -0.2% | 10,490 | $414K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -1.3% | 10,363 | $409K |
| Fisher Asset Management | 0.00% | New | 10,236 | $404K |
| Cibc World Market Inc. | 0.00% | Add +10.7% | 10,195 | $402K |
| Brown Advisory Inc. | 0.00% | Reduce -20.7% | 10,185 | $402K |
| Pinnacle Bancorp, Inc. | 0.12% | Add +45.9% | 10,183 | $402K |
| Prasad Wealth Partners, LLC | 0.11% | Add +5.3% | 10,112 | $399K |
| JT Stratford LLC | 0.05% | No change | 10,053 | $396K |
| Presidio Capital Management, LLC | 0.11% | Reduce -9.6% | 9,892 | $390K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.1% | 9,551 | $377K |
| Creative Planning | 0.00% | Add +13.0% | 9,445 | $372K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +0.5% | 9,400 | $371K |
| Gentry Private Wealth, LLC | 0.22% | Reduce -4.8% | 9,285 | $366K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -6.0% | 9,275 | $366K |
| Naples Global Advisors, LLC | 0.03% | No change | 9,200 | $363K |
| Fortis Group Advisors, LLC | 0.06% | Add +0.3% | 8,443 | $357K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +12.4% | 8,961 | $353K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -7.7% | 8,930 | $352K |
| Bessemer Group Inc. | 0.00% | Add +6.8% | 8,871 | $350K |
| Trustmark Bank Trust Department | 0.02% | No change | 8,725 | $344K |
| Second Half Financial Partners, LLC | 0.15% | Reduce -1.1% | 8,666 | $342K |
| Team Financial Group, LLC | 0.15% | Reduce -4.7% | 8,324 | $328K |
| Collaborative Wealth Managment Inc. | 0.15% | Reduce -77.6% | 8,279 | $326K |
| Albion Financial Group | 0.02% | No change | 8,250 | $325K |
| 626 Financial, LLC | 0.14% | No change | 8,178 | $322K |
| First City Capital Management, Inc. | 0.17% | Add +6.9% | 8,100 | $319K |
| Headland Capital, LLC | 0.09% | Reduce -18.1% | 7,963 | $314K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | No change | 7,719 | $304K |
| American Financial Advisors, LLC | 0.04% | Add +0.1% | 7,682 | $303K |
| Sunbelt Securities, Inc. | 0.02% | Add +112.1% | 7,576 | $299K |
| Marino, Stram & Associates LLC | 0.05% | Add +2.7% | 7,505 | $296K |
| Financial Solutions Advisory Group, Inc. | 0.04% | — | 7,426 | $293K |
| Waterfront Wealth Inc. | 0.05% | No change | 7,340 | $289K |
| Next Level Private LLC | 0.06% | Reduce -1.4% | 7,120 | $281K |
| 1776 Wealth LLC | 0.11% | Reduce -0.1% | 7,099 | $280K |
| Michels Family Financial, LLC | 0.20% | Add +0.2% | 6,995 | $276K |
| Captrust Financial Advisors | 0.00% | New | 6,989 | $276K |
| Integrated Investment Consultants, LLC | 0.06% | Add +6.2% | 6,905 | $272K |
| Sowell Financial Services LLC | 0.01% | Add +19.5% | 6,880 | $271K |
| ARS Wealth Advisors Group, LLC | 0.02% | Add +0.0% | 6,753 | $266K |
| Bulltick Wealth Management, LLC | 0.06% | No change | 6,752 | $266K |
| Balboa Wealth Partners | 0.04% | Reduce -13.4% | 6,675 | $263K |
| Trexquant Investment LP | 0.00% | Add +2.9% | 6,643 | $262K |
| Sei Investments Co. | 0.00% | Add +5.2% | 6,590 | $260K |
| Northern Trust Corp. | 0.00% | No change | 6,562 | $259K |
| CacheTech Inc. | 0.05% | No change | 6,310 | $249K |
| Carter Financial, LLC | 0.22% | New | 6,282 | $248K |
| EP Wealth Advisors, LLC | 0.00% | Add +5.5% | 6,259 | $247K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 6,411 | $247K |
| Montag A & Associates Inc. | 0.01% | No change | 6,184 | $244K |
| Assetmark, Inc. | 0.00% | Add +8.0% | 6,038 | $238K |
| WealthCare Investment Partners, LLC | 0.07% | Reduce -1.6% | 5,953 | $238K |
| Quantinno Capital Management LP | 0.00% | New | 5,734 | $226K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +7.5% | 5,723 | $226K |
| COFG Advisors, LLC | 0.05% | New | 5,563 | $219K |
| Grove Bank & Trust | 0.02% | No change | 5,500 | $217K |
| Atlantic Union Bankshares Corp | 0.00% | Add +122.7% | 5,483 | $216K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -4.7% | 5,372 | $212K |
| OMNI 360 Wealth, Inc. | 0.11% | Reduce -5.3% | 5,348 | $211K |
| Darden Wealth Group Inc | 0.11% | New | 5,270 | $208K |
| Hippocratic Financial Advisors, LLC | 0.09% | New | 5,192 | $205K |
| Sunflower Bank, N.A. | 0.05% | New | 5,158 | $203K |
| Lloyd Advisory Services, LLC. | 0.06% | New | 5,158 | $203K |
| Kingdom Financial Group LLC. | 0.06% | Reduce -39.1% | 5,158 | $203K |
| Brookwood Investment Group LLC | 0.03% | New | 5,157 | $203K |
| Whipplewood Advisors, LLC | 0.10% | No change | 5,091 | $201K |
| Morey & Quinn Wealth Partners, LLC | 0.14% | New | 5,082 | $200K |
| Bank of Montreal | 0.00% | Add +2.2% | 4,951 | $195K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.1% | 4,122 | $163K |
| Caldwell Trust Co | 0.01% | No change | 3,900 | $154K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.3% | 3,629 | $143K |
| NFSG Corp | 0.02% | Add +19.1% | 3,448 | $136K |
| Fairway Wealth LLC | 0.03% | New | 3,334 | $131K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,137 | $124K |
| IMA Advisory Services, Inc. | 0.01% | No change | 3,015 | $119K |
| Archer Investment Corp | 0.03% | Add +0.5% | 3,001 | $118K |
| Financial Network Wealth Advisors LLC | 0.11% | Add +4.8% | 2,832 | $112K |
| 2UniFi Bank | 0.05% | No change | 2,560 | $101K |
| Wolff Wiese Magana LLC | 0.05% | Add +11.0% | 2,274 | $90K |
| LM Advisors LLC | 0.49% | Add +0.3% | 3,482 | $88K |
| Nova Wealth Management, Inc. | 0.05% | No change | 2,018 | $80K |
| Dunhill Financial, LLC | 0.02% | New | 1,870 | $74K |
| BlackRock, Inc. | 0.00% | Add +236.6% | 1,683 | $66K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,562 | $62K |
| LFA - Lugano Financial Advisors SA | 0.03% | Reduce -98.5% | 1,550 | $61K |
| Evolution Wealth Management Inc. | 0.04% | No change | 1,528 | $60K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 1,412 | $56K |
| Simplex Trading, LLC | 0.00% | New | 1,309 | $52K |
| Signaturefd, LLC | 0.00% | No change | 1,267 | $50K |
| Torren Management, LLC | 0.02% | New | 1,265 | $50K |
| Global Trust Asset Management, LLC | 0.02% | No change | 1,252 | $49K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +2.3% | 1,226 | $48K |
| Accordant Advisory Group Inc | 0.03% | No change | 1,200 | $47K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +221.4% | 1,125 | $44K |
| Raffa Wealth Management, LLC | 0.01% | No change | 1,066 | $42K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.7% | 1,005 | $40K |
| FWL Investment Management, LLC | 0.01% | Reduce -5.3% | 995 | $39K |
| Key Financial Inc | 0.01% | No change | 924 | $36K |
| High Note Wealth, LLC | 0.01% | No change | 830 | $33K |
| Ameriflex Group, Inc. | 0.02% | Add +111.3% | 820 | $32K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 788 | $31K |
| Anchor Investment Management, LLC | 0.00% | New | 770 | $30K |
| Smartleaf Asset Management LLC | 0.00% | No change | 734 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -58.2% | 635 | $25K |
| Financial Perspectives, Inc | 0.01% | No change | 600 | $24K |
| Hoese & Co LLP | 0.02% | Reduce -52.0% | 597 | $24K |
| Security National Bank | 0.00% | New | 541 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 500 | $20K |
| Rosenberg Matthew Hamilton | 0.00% | New | 474 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +221.7% | 444 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 460 | $18K |
| Kozak & Associates, Inc. | 0.00% | Add +0.2% | 430 | $18K |
| Main Street Group, LTD | 0.01% | New | 405 | $16K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.3% | 380 | $15K |
| GoalVest Advisory LLC | 0.00% | New | 348 | $14K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 329 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 327 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -53.8% | 300 | $12K |
| True Wealth Design, LLC | 0.00% | New | 300 | $12K |
| Raleigh Capital Management Inc. | 0.00% | No change | 291 | $11K |
| Vanguard Advisers Inc. | 0.00% | — | 289 | $11K |
| Scarborough Advisors, LLC | 0.00% | New | 276 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 274 | $11K |
| Rossby Financial, LCC | 0.00% | Reduce -4.9% | 270 | $11K |
| First Horizon Corp. | 0.00% | Reduce -95.8% | 260 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | New | 234 | $9K |
| MTM Investment Management, LLC | 0.00% | No change | 226 | $9K |
| Key Capital Management, INC | 0.01% | New | 222 | $9K |
| American National Bank & Trust | 0.00% | Reduce -47.6% | 220 | $9K |
| Gen-Wealth Partners Inc | 0.00% | New | 208 | $8K |
| First Community Trust NA | 0.01% | No change | 207 | $8K |
| Synergy Investment Management, LLC | 0.00% | New | 200 | $8K |
| Park Place Capital Corp | 0.00% | New | 190 | $7K |
| Park Square Financial Group, LLC | 0.05% | Reduce -29.6% | 181 | $7K |
| Sawyer & Company, Inc | 0.00% | No change | 162 | $6K |
| Basepoint Wealth LLC | 0.00% | New | 137 | $5K |
| Ankerstar Wealth, LLC | 0.01% | No change | 120 | $5K |
| First Command Advisory Services, Inc. | 0.00% | New | 115 | $5K |
| Whittier Trust Co. | 0.00% | Reduce -50.0% | 100 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 100 | $4K |
| Bernard Wealth Management Corp. | 0.00% | No change | 74 | $3K |
| CVA Family Office, LLC | 0.00% | New | 61 | $2K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 45 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -96.9% | 31 | $1K |
| Signature Equity Partners, LLC | 0.00% | Reduce -23.1% | 30 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 29 | $1K |
| Davis Capital Management | 0.00% | New | 26 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 15 | $591 |
| Tidemark, LLC | 0.00% | No change | 6 | $237 |
| Pacific Center for Financial Services | 0.00% | New | 5 | $198 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -90.9% | 1 | $39 |
| 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.