First Trust Smid Cap RisingSDVYETF
13F holders, Q2 2026 (June 30)580holders +13
49new positions
37sold out
2famous investors
$43.13avg. 13F price*
At the end of Q2 2026, 580 institutions reported holding First Trust Smid Cap Rising (SDVY) in their 13F filings, up 13 from Q1 2026. 49 opened new positions and 37 sold out. The largest holders were LPL Financial LLC ($1.1B), Morgan Stanley ($796.6M) and Raymond James Financial Inc. ($664.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $51.9M |
| Exits | 37 | $59.0M |
All 13F filers, Q1 2026 → Q2 2026: 11,936,214 shares bought and 6,132,739 shares sold, net +5,803,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 580 holders
| LPL Financial LLC | 0.25% | Add +4.7% | 26,039,851 | $1.1B |
| Morgan Stanley | 0.04% | Reduce -0.6% | 18,464,593 | $796.6M |
| Raymond James Financial Inc. | 0.18% | Add +0.4% | 15,391,137 | $664.0M |
| Wells Fargo & Company | 0.10% | Add +5.0% | 13,258,924 | $572.0M |
| Bank of America Corp. | 0.03% | Add +5.0% | 9,941,792 | $428.9M |
| Cetera Investment Advisers | 0.32% | Add +3.9% | 8,255,130 | $356.1M |
| Royal Bank of Canada | 0.05% | Add +1.5% | 6,772,006 | $292.1M |
| UBS Group AG | 0.05% | Add +6.8% | 6,713,889 | $289.6M |
| Capital Investment Advisors, LLC | 2.69% | Add +3.4% | 4,730,785 | $204.1M |
| Harbour Investments, Inc. | 2.33% | Add +4.9% | 4,017,829 | $173.3M |
| Stifel Financial Corp. | 0.14% | Add +0.1% | 3,948,162 | $170.3M |
| Commonwealth Equity Services, LLC | 0.20% | Add +5.6% | 3,647,508 | $157.4M |
| Park National Corp. | 4.27% | Add +1.7% | 3,530,538 | $152.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.2% | 3,360,284 | $145.0M |
| Osaic Holdings, Inc. | 0.16% | Add +14.6% | 3,223,089 | $139.1M |
| HighTower Advisors, LLC | 0.13% | Add +6.4% | 3,164,660 | $136.5M |
| Truist Financial Corp. | 0.14% | Add +3.8% | 2,753,513 | $118.8M |
| LVZ, Inc. | 11.85% | Add +1.1% | 2,704,072 | $116.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +3.0% | 2,573,813 | $111.0M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -4.6% | 2,478,481 | $106.9M |
| Jones Financial Companies LLLP | 0.03% | Add +22.2% | 1,839,434 | $79.2M |
| Blair William & Co. | 0.20% | Add +21.1% | 1,792,212 | $77.3M |
| Baird Financial Group, Inc. | 0.10% | Add +4.2% | 1,760,339 | $75.9M |
| Kestra Advisory Services, LLC | 0.24% | Add +2.5% | 1,701,525 | $73.4M |
| MML Investors Services, LLC | 0.15% | Add +23.1% | 1,683,398 | $72.6M |
| Southern Financial Group, LLC | 14.41% | Add +0.4% | 1,308,434 | $56.4M |
| Private Advisor Group, LLC | 0.25% | Reduce -11.2% | 1,282,902 | $55.3M |
| NewEdge Advisors, LLC | 0.15% | Add +28.4% | 1,197,586 | $51.7M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -9.2% | 1,164,454 | $50.2M |
| Smith Chas P & Associates Pa Cpas | 2.20% | Reduce -2.1% | 1,004,463 | $43.3M |
| Janney Montgomery Scott LLC | 0.08% | Add +3.6% | 944,146 | $40.7M |
| Mgo One Seven LLC | 0.64% | Add +1019.8% | 897,391 | $38.7M |
| JSF Financial, LLC | 6.16% | Reduce -0.6% | 886,168 | $38.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +52.5% | 870,714 | $37.2M |
| D.A. Davidson & Co. | 0.20% | Add +15.3% | 850,035 | $36.7M |
| Western Wealth Management, LLC | 1.18% | Reduce -1.4% | 837,131 | $36.1M |
| Prospera Financial Services Inc | 0.50% | Reduce -6.6% | 796,153 | $34.4M |
| GW Henssler & Associates Ltd. | 1.33% | Add +0.8% | 690,450 | $29.8M |
| Decker Wealth Management LLC | 5.97% | Add +3.5% | 650,826 | $28.1M |
| Csenge Advisory Group | 1.14% | Add +254.9% | 650,365 | $28.1M |
| Private Wealth Asset Management, LLC | 2.67% | Add +25.3% | 639,969 | $27.7M |
| Integrated Wealth Concepts LLC | 0.18% | Reduce -2.5% | 636,990 | $27.5M |
| First Trust Advisors LP | 0.02% | Add +18.4% | 634,332 | $27.3M |
| Blue Chip Partners, LLC | 1.70% | Add +2.6% | 623,257 | $26.9M |
| Sanctuary Advisors, LLC | 0.12% | Add +4.0% | 611,352 | $26.4M |
| Aptus Capital Advisors, LLC | 0.19% | Add +3.7% | 600,056 | $25.9M |
| Trilogy Capital Inc. | 0.98% | Add +3.8% | 583,903 | $25.2M |
| Guardian Wealth Advisors, LLC / NC | 1.40% | Add +4.4% | 571,663 | $24.7M |
| Summit Financial, LLC | 0.26% | Add +2.1% | 543,993 | $23.5M |
| Equitable Holdings, Inc. | 0.14% | Add +0.4% | 539,195 | $23.3M |
| Focus Partners Wealth | 0.02% | Add +4.5% | 505,502 | $21.8M |
| Wagner Wealth Management, LLC | 4.00% | Add +2.6% | 501,563 | $21.6M |
| Crumly & Associates Inc. | 3.87% | Add +8.2% | 468,829 | $20.2M |
| Sanchez Wealth Management Group | 3.53% | Add +3.3% | 466,604 | $20.1M |
| &partners | 0.08% | Add +5.6% | 459,054 | $19.8M |
| Focus Financial Network, Inc. | 0.59% | Add +6.5% | 442,090 | $19.1M |
| Advantage Trust Co | 6.67% | Reduce -0.9% | 439,357 | $19.0M |
| Arkadios Wealth Advisors | 0.29% | Reduce -49.5% | 435,309 | $18.8M |
| Dagco, Inc. | 3.41% | Add +3.6% | 428,281 | $18.5M |
| Independent Financial Group, LLC | 0.34% | Add +0.1% | 418,522 | $18.1M |
| Solano Wealth Investment Advisors LLC | 8.19% | Reduce -1.9% | 416,944 | $18.0M |
| Pine Valley Investments Ltd Liability Co | 0.74% | Add +4.8% | 404,553 | $17.5M |
| B & T Capital Management DBA Alpha Capital Management | 2.06% | Add +0.3% | 364,252 | $15.7M |
| Randall & Associates Wealth Management | 9.47% | Add +26.0% | 354,958 | $15.3M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -33.5% | 346,846 | $15.0M |
| Precedent Wealth Partners, LLC | 2.39% | Add +13.7% | 333,482 | $14.4M |
| J.W. Cole Advisors, Inc. | 0.25% | Reduce -0.4% | 332,601 | $14.3M |
| Wealthcare Advisory Partners LLC | 0.26% | Add +1.5% | 323,604 | $14.0M |
| Sigma Planning Corp | 0.35% | Add +5.8% | 318,247 | $13.7M |
| Foundations Investment Advisors, LLC | 0.14% | Add +7.2% | 315,054 | $13.6M |
| Procyon Advisors, LLC | 0.58% | Add +7.5% | 313,162 | $13.5M |
| Axxcess Wealth Management, LLC | 0.21% | Add +5.0% | 312,080 | $13.5M |
| Pinnacle Associates Ltd. | 0.14% | Add +9.5% | 306,445 | $13.2M |
| Aft, Forsyth & Sober, LLC | 4.06% | No change | 329,600 | $13.0M |
| Arax Advisory Partners | 0.09% | Add +26.3% | 299,996 | $12.9M |
| Benjamin Edwards Inc. | 0.12% | Add +13.0% | 298,897 | $12.9M |
| Stratos Wealth Advisors, LLC | 0.70% | Add +2.9% | 295,081 | $12.7M |
| S Harris Financial Group, LLC | 9.85% | Add +3.6% | 294,596 | $12.7M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -3.3% | 289,358 | $12.5M |
| TrueWealth Advisors, LLC | 2.70% | Add +3.9% | 277,141 | $12.0M |
| US Bancorp \de | 0.01% | Add +7.5% | 277,064 | $12.0M |
| Golden State Wealth Management, LLC | 1.07% | Reduce -8.8% | 270,892 | $11.7M |
| RFG Advisory, LLC | 0.18% | Reduce -11.7% | 265,289 | $11.4M |
| Elevation Point Wealth Partners, LLC | 0.21% | Reduce -75.2% | 257,778 | $11.1M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Reduce -75.5% | 252,468 | $10.9M |
| Hobart Private Capital, LLC | 1.87% | Add +3.2% | 252,038 | $10.9M |
| PSI Advisors, LLC | 2.52% | Reduce -2.8% | 251,602 | $10.9M |
| Atria Investments, Inc | 0.10% | Add +0.2% | 241,287 | $10.4M |
| Oppenheimer & Co. Inc. | 0.11% | Add +6.7% | 237,709 | $10.3M |
| MCF Advisors LLC | 0.35% | New | 224,900 | $9.7M |
| Richmond Investment Services, LLC | 3.01% | Reduce -46.8% | 220,506 | $9.5M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +3.9% | 220,121 | $9.5M |
| Arvest Investments, Inc. | 1.15% | Add +11.2% | 220,001 | $9.5M |
| LCW Services, LLC | 4.08% | Add +5.8% | 217,064 | $9.4M |
| First Heartland Consultants, Inc. | 0.61% | Add +5.0% | 216,902 | $9.4M |
| Principal Securities, Inc. | 0.11% | Add +8.9% | 216,768 | $9.4M |
| Nations Financial Group Inc, /Ia/ | 0.44% | Reduce -4.8% | 214,270 | $9.2M |
| Baron Wealth Management LLC | 2.39% | Add +13.5% | 213,371 | $9.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.55% | Add +9.7% | 212,206 | $9.2M |
| Certified Advisory Corp | 0.74% | Reduce -1.8% | 211,593 | $9.1M |
| Southland Equity Partners LLC | 1.55% | Add +0.3% | 205,509 | $8.9M |
| VestGen Advisors, LLC | 0.26% | Add +2.2% | 205,101 | $8.8M |
| Gallagher Fiduciary Advisors, LLC | 0.28% | Reduce -1.2% | 199,688 | $8.6M |
| Capital Investment Counsel, LLC | 1.05% | Reduce -0.4% | 196,298 | $8.5M |
| Creative Planning | 0.00% | Add +1948.4% | 193,468 | $8.3M |
| Daymark Wealth Partners, LLC | 0.20% | Reduce -3.5% | 192,840 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Add +38.5% | 190,632 | $8.2M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +2.3% | 187,801 | $8.1M |
| Bright Financial Advisors, Inc. | 3.31% | Add +0.6% | 183,315 | $7.9M |
| Uniting Wealth Partners, LLC | 1.59% | Reduce -1.2% | 181,157 | $7.8M |
| Triumph Capital Management | 1.41% | Reduce -12.6% | 180,465 | $7.8M |
| Gateway Wealth Partners, LLC | 0.46% | Reduce -48.9% | 179,511 | $7.7M |
| Ameliora Wealth Management Ltd. | 2.27% | Add +1.2% | 177,466 | $7.7M |
| Stonehaven Wealth & Tax Solutions, LLC | 6.09% | Add +1.9% | 176,353 | $7.6M |
| Fairvoy Private Wealth, LLC | 1.53% | Add +24.4% | 175,576 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Add +325.2% | 175,315 | $7.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -15.9% | 171,304 | $7.4M |
| IHT Wealth Management, LLC | 0.16% | Reduce -6.7% | 171,163 | $7.4M |
| Banco Santander, S.A. | 0.05% | Add +104.0% | 170,393 | $7.4M |
| Chris Bulman Inc | 2.68% | Add +22.6% | 169,980 | $7.3M |
| KPP Advisory Services LLC | 0.93% | Add +0.7% | 169,797 | $7.3M |
| Rehmann Capital Advisory Group | 0.33% | Add +6.4% | 169,145 | $7.3M |
| Simplicity Wealth,LLC | 0.25% | Add +17.2% | 168,894 | $7.3M |
| Gaddis Premier Wealth Advisors LLC | 4.30% | Add +7.5% | 163,435 | $7.1M |
| PMG Wealth Management, Inc. | 4.27% | Add +127.8% | 160,196 | $6.9M |
| MAI Capital Management | 0.03% | Reduce -1.2% | 159,207 | $6.9M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +3.1% | 158,489 | $6.8M |
| Key Client Fiduciary Advisors, LLC | 1.99% | Reduce -1.9% | 158,158 | $6.8M |
| Stewardship Concepts Financial Services LLC | 4.57% | Add +4.3% | 157,539 | $6.8M |
| Aprio Wealth Management, LLC | 0.34% | Reduce -2.1% | 157,355 | $6.8M |
| Performance Wealth Partners, LLC | 0.17% | New | 157,156 | $6.8M |
| Bravera Wealth | 2.60% | Add +8.5% | 156,888 | $6.8M |
| Econ Financial Services Corp | 3.12% | Reduce -35.8% | 155,021 | $6.7M |
| Ameritas Advisory Services, LLC | 0.13% | Add +352.5% | 151,896 | $6.6M |
| Stonebridge Financial Group, LLC | 0.91% | — | 151,667 | $6.5M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +1.4% | 149,592 | $6.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +196.0% | 148,013 | $6.4M |
| IMG Wealth Management, Inc. | 3.49% | Add +3.9% | 145,117 | $6.3M |
| FSB Premier Wealth Management, Inc. | 1.76% | Add +32.2% | 145,070 | $6.3M |
| Mach-1 Financial Group, LLC | 2.40% | Reduce -0.5% | 143,864 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +5.5% | 141,861 | $6.1M |
| Provident Wealth Management, LLC | 1.57% | Add +0.7% | 141,372 | $6.1M |
| Spectrum Wealth Advisory Group, LLC | 1.71% | Add +36.7% | 139,316 | $6.0M |
| Owen LaRue, LLC | 2.08% | Reduce -15.8% | 138,554 | $6.0M |
| Brookstone Capital Management | 0.06% | Add +22.5% | 136,217 | $5.9M |
| Oxford Wealth Group, LLC | 2.59% | Add +24.6% | 134,417 | $5.8M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +11.8% | 132,336 | $5.7M |
| CX Institutional | 0.16% | Add +2.0% | 130,347 | $5.6M |
| Gerald Baker Financial Group LLC | 1.60% | Add +5.8% | 130,152 | $5.6M |
| Visionary Wealth Advisors | 0.22% | Reduce -35.0% | 129,935 | $5.6M |
| Main Street Financial Solutions, LLC | 0.35% | Add +11.2% | 127,084 | $5.5M |
| StoneX Group Inc. | 0.22% | Reduce -51.3% | 123,802 | $5.3M |
| Regal Investment Advisors LLC | 0.28% | Add +23.3% | 123,381 | $5.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +11.7% | 122,499 | $5.3M |
| Meridian Wealth Management, LLC | 0.16% | Reduce -1.4% | 118,278 | $5.1M |
| Mutual Advisors, LLC | 0.10% | Add +36.4% | 117,804 | $5.1M |
| JPL Wealth Management, LLC | 1.01% | Reduce -3.1% | 117,747 | $5.1M |
| Catalyst Investment Management LLC | 4.54% | Add +15.2% | 115,902 | $5.0M |
| Gladstone Institutional Advisory LLC | 0.15% | Reduce -0.8% | 111,947 | $4.8M |
| Titleist Asset Management, LLC | 0.32% | Add +4.8% | 111,256 | $4.8M |
| Cozad Asset Management Inc. | 0.31% | Add +1.9% | 110,893 | $4.8M |
| Global Retirement Partners, LLC | 0.07% | — | 109,787 | $4.7M |
| Virtus Family Office LLC | 3.71% | Add +0.9% | 108,889 | $4.7M |
| Proactive Wealth Strategies LLC | 0.75% | Reduce -1.9% | 108,364 | $4.7M |
| Boyer Financial Services, Inc. | 3.92% | Add +11.0% | 107,638 | $4.6M |
| Griffith & Werner, Inc. | 2.14% | Add +22.2% | 105,909 | $4.6M |
| Continuum Advisory, LLC | 0.37% | Add +3.7% | 105,223 | $4.5M |
| Wisconsin Wealth Advisors, LLC | 3.80% | Reduce -0.4% | 102,662 | $4.4M |
| Fifth Third Bancorp | 0.01% | Add +0.6% | 101,283 | $4.4M |
| Sound Portfolio Advisors, LLC | 3.09% | Add +5.1% | 101,013 | $4.4M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 100,961 | $4.4M |
| Trueblood Wealth Management, LLC | 1.47% | Add +2.0% | 97,335 | $4.2M |
| Forefront Wealth Partners, LLC | 1.29% | Add +8.7% | 96,676 | $4.2M |
| IFC & Insurance Marketing, Inc. | 3.61% | Add +7.6% | 95,140 | $4.1M |
| Prostatis Group LLC | 0.96% | Add +5.3% | 95,108 | $4.1M |
| Genesis Private Wealth, LLC | 1.15% | Add +9.7% | 94,754 | $4.1M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -6.6% | 94,501 | $4.1M |
| Maia Wealth LLC | 0.57% | Reduce -8.6% | 89,978 | $3.9M |
| Stephens Inc. | 0.04% | Reduce -1.4% | 89,864 | $3.9M |
| United Advisor Group, LLC | 0.41% | Add +9.7% | 89,124 | $3.8M |
| MPWM Advisory Solutions, LLC | 1.73% | Reduce -0.8% | 87,714 | $3.8M |
| Capital Advantage, Inc. | 0.46% | Add +6.2% | 86,871 | $3.7M |
| Silver Oak Securities, Incorporated | 0.23% | Add +12.7% | 85,948 | $3.7M |
| Carlson Financial, Inc. | 1.88% | Reduce -0.3% | 85,441 | $3.7M |
| Maridea Wealth Management LLC | 0.40% | Add +5.3% | 85,270 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Add +0.1% | 85,088 | $3.7M |
| Mason & Associates Inc | 0.58% | Add +2.3% | 83,523 | $3.6M |
| Natixis Advisors, LLC | 0.00% | Add +41.6% | 82,439 | $3.6M |
| Marshall Financial Group, LLC | 0.52% | Add +3.4% | 82,305 | $3.6M |
| Valley National Advisers Inc. | 0.39% | Add +2.4% | 81,775 | $3.5M |
| BAM Wealth Management, LLC | 2.20% | Add +47.3% | 81,659 | $3.5M |
| Capital Financial Group Inc\co\ | 1.79% | Add +5.1% | 79,303 | $3.4M |
| AssuredPartners Investment Advisors, LLC | 0.33% | Add +83.1% | 79,197 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.21% | Add +7.3% | 78,767 | $3.4M |
| Moors & Cabot, Inc. | 0.13% | Add +2.4% | 77,885 | $3.4M |
| HBW Advisory Services LLC | 0.30% | Add +20.9% | 77,849 | $3.4M |
| Spire Wealth Management | 0.10% | Reduce -0.4% | 76,782 | $3.3M |
| PCG Wealth Advisors, LLC | 0.74% | Reduce -9.3% | 76,659 | $3.3M |
| Bluespring Wealth Management, LLC | 0.06% | New | 75,097 | $3.2M |
| RiverTree Advisors, LLC | 1.87% | Add +1.9% | 73,526 | $3.2M |
| Goldenstone Wealth Management LLC | 2.07% | Reduce -3.5% | 73,232 | $3.2M |
| Arcadia Wealth Management, Inc. | 1.50% | Add +2.3% | 73,020 | $3.2M |
| Stone Wealth Partners | 2.29% | Add +0.5% | 72,506 | $3.1M |
| Waverly Advisors, LLC | 0.02% | Add +2.4% | 72,462 | $3.1M |
| Atlas Wealth LLC | 0.51% | Reduce 0.0% | 72,461 | $3.1M |
| Xcelsior Advisor Partners LLC | 0.41% | New | 71,643 | $3.1M |
| Darwin Wealth Management, LLC | 0.84% | Reduce -2.4% | 71,493 | $3.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +19.6% | 70,026 | $3.0M |
| Formidable Asset Management, LLC | 0.47% | Reduce -3.0% | 75,368 | $3.0M |
| OakTrust Wealth Advisors, LLC | 2.55% | Add +1.4% | 68,503 | $3.0M |
| Accel Wealth Management | 0.66% | Add +11.5% | 68,241 | $2.9M |
| Fairway Financial, LLC | 1.98% | Add +1.4% | 67,121 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +70.1% | 66,610 | $2.9M |
| Total Clarity Wealth Management, Inc. | 0.56% | Add +526.5% | 66,497 | $2.9M |
| Ipsen Advisor Group LLC | 1.83% | Add +1.0% | 65,909 | $2.8M |
| Calton & Associates, Inc. | 0.41% | Reduce -8.9% | 65,600 | $2.8M |
| Harvest Investment Services, LLC | 0.44% | Add +7.8% | 65,317 | $2.8M |
| Northeast Planning Associates, Inc. / NH / | 2.07% | Add +6.8% | 68,631 | $2.8M |
| Inscription Capital, LLC | 0.24% | Add +7.3% | 62,784 | $2.7M |
| Jacobi Capital Management LLC | 0.13% | Add +13.2% | 62,774 | $2.7M |
| Trivium Point Advisory, LLC | 0.24% | Add +195.2% | 62,466 | $2.7M |
| Junk Investment Group, LLC | 1.18% | Reduce -1.6% | 61,971 | $2.7M |
| Symphony Financial, Ltd. Co. | 0.29% | Add +30.0% | 61,688 | $2.6M |
| Stegent Equity Advisors, Inc. | 1.90% | Add +12.3% | 61,388 | $2.6M |
| Ergawealth Advisors, Inc. | 1.03% | Reduce -0.1% | 61,380 | $2.6M |
| Spartan Wealth Advisory Services LLC | 0.21% | Add +7.7% | 60,284 | $2.6M |
| Stonebridge Financial Planning Group, LLC | 0.83% | Add +2.5% | 60,154 | $2.6M |
| Keel Point, LLC | 0.15% | Add +7.9% | 59,774 | $2.6M |
| Creative Financial Designs Inc. | 0.12% | Add +5.0% | 59,737 | $2.6M |
| Beacon Financial Advisory LLC | 0.50% | Add +35.1% | 59,391 | $2.6M |
| Ethos Financial Group, LLC | 0.17% | Add +14.9% | 58,153 | $2.5M |
| Cherry Creek Investment Advisors, Inc. | 0.98% | Reduce -2.0% | 57,940 | $2.5M |
| Arkos Global Advisors | 0.29% | Add +4.4% | 56,537 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +19.4% | 56,482 | $2.4M |
| Insigneo Advisory Services, LLC | 0.09% | Add +4.9% | 56,456 | $2.4M |
| Compass Financial Management LLC | 0.30% | — | 56,189 | $2.4M |
| Hilton Head Capital Partners, LLC | 1.21% | Add +7.3% | 55,524 | $2.4M |
| Savvy Advisors, Inc. | 0.05% | Add +363.8% | 54,570 | $2.4M |
| Medallion Wealth Advisors, LLC | 0.74% | Add +0.8% | 54,059 | $2.3M |
| International Assets Investment Management, LLC | 0.14% | Add +14.4% | 53,731 | $2.3M |
| Commonwealth Financial Services, LLC | 0.31% | Add +4.5% | 52,664 | $2.3M |
| Merit Financial Group, LLC | 0.01% | Add +1.7% | 52,464 | $2.3M |
| Integrity Alliance, Llc. | 0.07% | Add +2.5% | 51,740 | $2.2M |
| LeClair Wealth Partners LLC | 1.16% | New | 51,705 | $2.2M |
| Triad Wealth Partners, LLC | 0.13% | New | 49,194 | $2.2M |
| Bolthouse Investments, LLC | 1.76% | Add +6.3% | 50,397 | $2.2M |
| WPG Advisers, LLC | 1.27% | Reduce -4.4% | 50,241 | $2.2M |
| Juno Financial Group LLC | 0.76% | Add +1.5% | 49,855 | $2.2M |
| Purus Wealth Management, LLC | 0.58% | Reduce -3.4% | 48,976 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +7.5% | 48,951 | $2.1M |
| Summit Investment Advisory Services, LLC | 0.53% | Add +1.6% | 48,725 | $2.1M |
| AdvisorNet Financial, Inc | 0.10% | Add +17.1% | 48,318 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -39.5% | 48,200 | $2.1M |
| WCG Wealth Advisors LLC | 0.05% | Add +30.0% | 46,618 | $2.0M |
| Grantvest Financial Group LLC | 1.16% | Add +3.5% | 46,415 | $2.0M |
| Citigroup Inc. | 0.00% | Add +2.9% | 46,379 | $2.0M |
| Anderson Financial Strategies, LLC | 1.04% | Add +1.5% | 45,386 | $2.0M |
| IFG Advisory, LLC | 0.07% | New | 46,061 | $2.0M |
| Financial Management, Inc. | 1.60% | Add +2.1% | 45,253 | $2.0M |
| Money Concepts Capital Corp. | 0.09% | Add +10.3% | 45,002 | $1.9M |
| Concentrum Wealth Management | 0.46% | Add +4.9% | 44,716 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +3.0% | 44,654 | $1.9M |
| Wedbush Securities Inc. | 0.05% | Reduce -39.4% | 44,551 | $1.9M |
| Koshinski Asset Management, Inc. | 0.10% | Add +2.6% | 44,515 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.22% | Add +1.4% | 44,195 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -13.0% | 43,293 | $1.9M |
| Vise Technologies, Inc. | 0.02% | Add +121.9% | 43,226 | $1.9M |
| PKS Advisory Services, LLC | 0.30% | Reduce -5.6% | 42,909 | $1.9M |
| Convergence Financial, LLC | 0.15% | Add +104.2% | 42,718 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Add +18.3% | 41,570 | $1.8M |
| Marshall Investment Management, LLC | 0.74% | Reduce -2.9% | 41,554 | $1.8M |
| City Holding Co. | 0.20% | Add +5.2% | 41,191 | $1.8M |
| Everest Financial Group LLC | 0.24% | Add +6.3% | 40,550 | $1.7M |
| Blueprint Financial Advisors LLC | 0.19% | New | 40,503 | $1.7M |
| Betterment LLC | 0.00% | Add +5.3% | 39,358 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +14.7% | 39,348 | $1.7M |
| Summit Wealth Group LLC / Co. | 0.14% | Add +5.2% | 39,253 | $1.7M |
| Advyzon Investment Management, LLC | 0.12% | Add +20.4% | 38,499 | $1.7M |
| Ballew Advisors, Inc | 0.86% | Add +5.9% | 38,467 | $1.7M |
| Ni Acquisitions Company, LLC | 0.70% | — | 2,204 | $1.6M |
| Goodman Financial Corp | 0.25% | Add +141.4% | 38,044 | $1.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.25% | Add +4.6% | 37,926 | $1.6M |
| Blueprint Investment Partners LLC | 0.14% | New | 37,680 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Add +3.0% | 37,433 | $1.6M |
| Traction Financial Partners, LLC | 0.86% | Reduce -0.6% | 37,366 | $1.6M |
| Arista Wealth Management, LLC | 0.17% | Reduce -4.7% | 37,284 | $1.6M |
| Huntleigh Advisors, Inc. | 0.22% | Add +4.5% | 36,649 | $1.6M |
| Capital Analysts, LLC | 0.04% | Add +4.1% | 36,495 | $1.6M |
| Pursue Wealth Partners LLC | 0.88% | No change | 36,449 | $1.6M |
| Secured Retirement Advisors, LLC | 0.80% | Reduce -3.5% | 36,180 | $1.6M |
| FMR LLC | 0.00% | Add +45.7% | 36,150 | $1.6M |
| Twin Peaks Wealth Advisors, LLC | 0.35% | Add +1.1% | 36,090 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -42.6% | 36,087 | $1.6M |
| Hilltop Holdings Inc. | 0.13% | Reduce -12.6% | 36,005 | $1.6M |
| Vantus Wealth LLC | 0.83% | — | 35,978 | $1.6M |
| BlueChip Wealth Advisors LLC | 0.59% | No change | 35,859 | $1.5M |
| Wagner Wealth Management, Corp | 1.25% | Add +17.6% | 35,770 | $1.5M |
| Barry Investment Advisors, LLC | 0.32% | Add +38.7% | 35,678 | $1.5M |
| Blom & Howell Financial Planning, Inc. | 1.24% | Add +10.7% | 34,416 | $1.5M |
| Flagstar Securities, Inc. | 0.45% | Reduce -4.6% | 34,405 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -0.7% | 33,997 | $1.5M |
| Silver Grove Financial Group, Inc. | 0.77% | Add +1.2% | 33,064 | $1.4M |
| Cornerstone Wealth, LLC | 0.71% | Add +2.6% | 32,757 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -2.1% | 32,585 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +7.3% | 32,378 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -3.8% | 32,371 | $1.4M |
| OneAscent Financial Services LLC | 0.07% | Add +0.1% | 32,363 | $1.4M |
| Balefire, LLC | 0.22% | Add +122.5% | 31,533 | $1.4M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -11.2% | 31,058 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | New | 30,524 | $1.3M |
| DHJJ Financial Advisors, Ltd. | 0.37% | Add +7.2% | 29,589 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -26.0% | 29,415 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | Reduce -1.1% | 29,391 | $1.3M |
| Rothschild Wealth LLC | 0.10% | Add +133.6% | 29,219 | $1.3M |
| tru Independence LLC | 0.55% | Reduce -0.8% | 28,915 | $1.2M |
| SFG Wealth Management, LLC. | 0.45% | Add +7.8% | 28,871 | $1.2M |
| Winebrenner Capital Management LLC | 0.76% | Add +0.3% | 28,810 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -1.0% | 28,798 | $1.2M |
| Smith, Moore & Co. | 0.08% | Add +16.2% | 28,329 | $1.2M |
| Americana Partners, LLC | 0.03% | Add +87.6% | 27,885 | $1.2M |
| Ellsworth Advisors, LLC | 0.20% | Add +1.6% | 27,654 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -3.7% | 27,423 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -32.1% | 26,915 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -3.0% | 26,492 | $1.1M |
| AQR Capital Management | 0.00% | No change | 26,462 | $1.1M |
| Partners Wealth Management, LLC | 1.11% | Reduce -0.6% | 26,358 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | New | 26,320 | $1.1M |
| Horizon Advisory Services, Inc. | 0.48% | Reduce -0.1% | 26,298 | $1.1M |
| Cary Street Partners Financial LLC | 0.02% | Add +10.3% | 25,950 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.3% | 25,240 | $1.1M |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -1.8% | 25,142 | $1.1M |
| Barnes Pettey Financial Advisors, LLC | 0.34% | Add +12.5% | 24,990 | $1.1M |
| Investment Partners, LTD. | 0.33% | Add +1.0% | 24,366 | $1.1M |
| Pitti Group Wealth Management, LLC | 0.76% | Add +26.6% | 24,220 | $1.0M |
| Private Trust Co. NA | 0.08% | Reduce -25.3% | 24,191 | $1.0M |
| HighPoint Advisor Group LLC | 0.04% | Add +0.4% | 24,160 | $1.0M |
| J. Derek Lewis & Associates Inc. | 0.20% | Add +0.1% | 24,138 | $1.0M |
| Fearless Solutions, LLC dba Best Invest | 0.55% | Add +3.3% | 24,091 | $1.0M |
| Keating Financial Advisory Services, Inc. | 0.14% | Add +0.2% | 23,846 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +8.7% | 23,694 | $1.0M |
| Triton Wealth Management, PLLC | 0.31% | Add +0.7% | 23,960 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -89.1% | 22,801 | $984K |
| Avior Wealth Management, LLC | 0.03% | Add +0.1% | 22,543 | $973K |
| Cottage Street Advisors LLC | 0.36% | Add +5.3% | 21,876 | $944K |
| Keystone Financial Group | 0.06% | Add +0.6% | 21,458 | $926K |
| Kraematon Investment Advisors, Inc. | 0.69% | Add +0.1% | 21,424 | $924K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -23.6% | 21,203 | $915K |
| Stiles Financial Services Inc | 0.23% | Add +0.7% | 21,123 | $911K |
| Strategic Blueprint, LLC | 0.05% | Add +5.4% | 20,902 | $902K |
| Rothschild Investment LLC | 0.03% | No change | 20,725 | $894K |
| Prosperity Financial Group, Inc. | 0.27% | Add +6.4% | 20,548 | $886K |
| Root Financial Partners, LLC | 0.03% | Reduce -21.1% | 20,205 | $872K |
| Keystone Financial Services, LLC | 0.52% | Add +0.2% | 20,195 | $871K |
| XTX Topco Ltd | 0.01% | New | 20,191 | $871K |
| Centennial Wealth Advisory LLC | 0.19% | Reduce -28.2% | 20,144 | $869K |
| Elevated Capital Advisors, LLC | 0.24% | Add +0.2% | 20,042 | $865K |
| Advisortrust Partners, LLC | 0.29% | Add +9.8% | 19,925 | $860K |
| Entruity Wealth, LLC | 0.55% | Reduce -67.1% | 19,678 | $849K |
| Independent Wealth Network Inc. | 0.22% | Add +7.3% | 19,642 | $847K |
| Platform Technology Partners | 0.14% | Add +18.6% | 19,547 | $843K |
| Frederick Financial Consultants, LLC | 0.35% | Add +2.6% | 19,254 | $831K |
| Manchester Financial Inc. | 0.15% | Reduce -2.7% | 19,104 | $824K |
| Kaydan Wealth Management, Inc. | 0.25% | Add +9.3% | 19,014 | $820K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 18,870 | $814K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -86.6% | 18,597 | $802K |
| Reicon Wealth Advisors, LLC | 0.50% | Add +8.8% | 18,587 | $802K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.29% | Add +2.8% | 18,529 | $799K |
| Altus Wealth Group LLC | 0.29% | Reduce -43.6% | 18,309 | $790K |
| Strategic Financial Concepts, LLC | 0.23% | Reduce -19.7% | 18,148 | $783K |
| Clear Point Advisors Inc. | 0.69% | Add +0.0% | 18,121 | $782K |
| Kinetic Wealth Investment Advisors LLC | 0.35% | — | 17,340 | $748K |
| IFP Advisors, Inc | 0.01% | Add +2.1% | 16,772 | $724K |
| Magnolia Capital Advisors LLC | 0.12% | Reduce -11.6% | 16,646 | $718K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +0.0% | 16,592 | $716K |
| TCFG Investment Advisors, LLC | 0.24% | No change | 16,297 | $703K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -36.8% | 16,133 | $696K |
| Comprehensive Financial Planning, Inc. | 0.37% | Add +11.8% | 16,080 | $694K |
| Global Assets Advisory, LLC | 0.15% | New | 15,958 | $693K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.9% | 16,031 | $692K |
| Modern Wealth Management, LLC | 0.01% | Reduce -20.4% | 15,820 | $682K |
| World Equity Group, Inc. | 0.15% | Add +10.4% | 15,715 | $678K |
| Johnson Financial Group, LLC | 0.04% | Add +2.1% | 15,705 | $678K |
| Lighthouse Wealth Management Inc. | 0.42% | Reduce -24.7% | 15,497 | $669K |
| Krilogy Financial LLC | 0.02% | Reduce -0.8% | 15,450 | $667K |
| Premier Private Wealth Management LLC | 0.58% | Add +8.0% | 15,313 | $661K |
| Sovran Advisors, LLC | 0.05% | Reduce -6.8% | 14,957 | $653K |
| Lanark Financial, Inc. | 0.04% | Add +0.2% | 15,035 | $649K |
| Financial Partners Group, Inc | 0.07% | Add +11.9% | 14,890 | $642K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -7.0% | 14,685 | $634K |
| Davis Investment Partners, LLC | 0.19% | Add +0.0% | 14,583 | $629K |
| Cedrus Wealth Group LLC | 0.54% | Reduce -4.5% | 14,377 | $620K |
| Gilpin Wealth Management, LLC | 0.43% | Reduce -0.0% | 14,266 | $615K |
| Barrett & Company, Inc. | 0.17% | Add +2.2% | 14,225 | $614K |
| Directional Asset Management | 0.58% | Reduce -11.7% | 14,064 | $607K |
| Columbia Advisory Partners LLC | 0.33% | Add +1.5% | 13,870 | $598K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -2.8% | 13,794 | $595K |
| Founders Financial Securities LLC | 0.03% | Reduce -2.6% | 13,647 | $589K |
| Insight Inv LLC | 0.28% | No change | 13,645 | $589K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.3% | 13,532 | $584K |
| IFS Group,LLC | 0.80% | Add +13.7% | 13,497 | $582K |
| Objective Capital Management, LLC | 0.51% | Add +0.1% | 13,260 | $572K |
| Barometer Capital Management Inc. | 0.16% | New | 13,200 | $569K |
| Fiduciary Financial Advisors | 0.06% | New | 13,049 | $563K |
| Retirement Planning Group, LLC | 0.01% | Reduce -16.4% | 12,984 | $560K |
| World Investment Advisors | 0.01% | Reduce -14.0% | 13,252 | $553K |
| McKinney Capital Management, LLC | 0.22% | Add +14.0% | 12,721 | $549K |
| Larson Financial Group LLC | 0.01% | Reduce -0.1% | 12,556 | $542K |
| Brown Advisory Inc. | 0.00% | Add +22.3% | 12,453 | $537K |
| Core Wealth Advisors, Inc. | 0.11% | New | 12,289 | $530K |
| Allworth Financial LP | 0.00% | Reduce -3.9% | 12,149 | $524K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 12,126 | $523K |
| Laraway Financial Advisors Inc | 0.32% | Add +0.8% | 12,105 | $522K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.21% | New | 11,929 | $515K |
| Cannon Wealth Management Services, LLC | 0.28% | Reduce -19.4% | 11,881 | $513K |
| Whitaker-Myers Wealth Managers, LTD. | 0.08% | Reduce -7.0% | 11,756 | $507K |
| Old Port Advisors | 0.10% | No change | 11,696 | $505K |
| Victory Financial Group, LLC | 0.05% | Add +2.1% | 11,562 | $499K |
| Allie Family Office LLC | 0.18% | No change | 11,545 | $498K |
| Advisory Services Network, LLC | 0.01% | Reduce -15.0% | 11,236 | $485K |
| Flavin Financial Services, Inc. | 0.27% | New | 11,072 | $478K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -6.3% | 10,918 | $471K |
| Cottonwood Capital Advisors, LLC | 0.28% | Reduce -0.3% | 10,848 | $468K |
| Atlantic Union Bankshares Corp | 0.01% | Add +97.5% | 10,829 | $467K |
| Quad-Cities Investment Group, LLC | 0.17% | Reduce -3.0% | 10,742 | $463K |
| Advance Capital Management, Inc. | 0.01% | Reduce -11.0% | 10,722 | $463K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -0.8% | 10,285 | $444K |
| JT Stratford LLC | 0.05% | Add +2.3% | 10,282 | $444K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 10,183 | $439K |
| Prasad Wealth Partners, LLC | 0.11% | Add +0.1% | 10,122 | $437K |
| Arbor Capital Management Inc. | 0.43% | Reduce -19.9% | 9,969 | $434K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +7.0% | 9,923 | $428K |
| Presidio Capital Management, LLC | 0.11% | No change | 9,892 | $427K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.4% | 9,858 | $425K |
| Cibc World Market Inc. | 0.00% | Reduce -3.9% | 9,797 | $423K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -10.1% | 9,626 | $415K |
| Uptick Partners, LLC | 0.06% | New | 9,559 | $412K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +0.7% | 9,468 | $408K |
| Gentry Private Wealth, LLC | 0.21% | Add +1.9% | 9,460 | $408K |
| CPC Advisors, LLC | 0.05% | Reduce -10.4% | 9,397 | $405K |
| Naples Global Advisors, LLC | 0.02% | No change | 9,200 | $397K |
| Park Avenue Securities LLC | 0.00% | Reduce -6.1% | 8,972 | $387K |
| Bessemer Group Inc. | 0.00% | No change | 8,871 | $383K |
| Trustmark Bank Trust Department | 0.02% | No change | 8,725 | $376K |
| Second Half Financial Partners, LLC | 0.15% | Add +0.5% | 8,706 | $376K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -6.2% | 8,377 | $361K |
| Albion Financial Group | 0.02% | No change | 8,250 | $356K |
| Fortis Group Advisors, LLC | 0.06% | Reduce -2.4% | 8,237 | $355K |
| 626 Financial, LLC | 0.14% | No change | 8,178 | $353K |
| First City Capital Management, Inc. | 0.17% | Add +0.3% | 8,125 | $351K |
| Founders Financial Alliance, LLC | 0.05% | New | 8,049 | $347K |
| Northern Trust Corp. | 0.00% | Add +18.7% | 7,788 | $336K |
| Marino, Stram & Associates LLC | 0.05% | Add +2.6% | 7,701 | $332K |
| Tounjian Advisory Partners, LLC | 0.14% | New | 7,681 | $331K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +19.9% | 7,687 | $330K |
| American Financial Advisors, LLC | 0.04% | Reduce -0.6% | 7,639 | $330K |
| Carter Financial, LLC | 0.25% | Add +20.9% | 7,597 | $328K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | Reduce -1.6% | 7,596 | $328K |
| HBK Sorce Advisory LLC | 0.01% | New | 7,298 | $326K |
| Team Financial Group, LLC | 0.14% | Reduce -9.7% | 7,513 | $324K |
| Financial Solutions Advisory Group, Inc. | 0.04% | Add +0.4% | 7,459 | $319K |
| Bulltick Wealth Management, LLC | 0.06% | Add +8.8% | 7,344 | $317K |
| Waterfront Wealth Inc. | 0.05% | No change | 7,340 | $316K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -12.8% | 7,217 | $311K |
| EP Wealth Advisors, LLC | 0.00% | Add +14.3% | 7,153 | $309K |
| Trexquant Investment LP | 0.00% | Add +7.3% | 7,127 | $307K |
| 1776 Wealth LLC | 0.11% | Reduce -0.5% | 7,067 | $305K |
| Michels Family Financial, LLC | 0.19% | Add +0.2% | 7,007 | $302K |
| Next Level Private LLC | 0.06% | Reduce -2.2% | 6,963 | $300K |
| Sei Investments Co. | 0.00% | Add +3.6% | 6,827 | $295K |
| ARS Wealth Advisors Group, LLC | 0.02% | Add +0.0% | 6,754 | $291K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.0% | 6,742 | $291K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -5.1% | 6,555 | $283K |
| Citadel Advisors | 0.00% | Reduce -68.8% | 6,503 | $281K |
| CacheTech Inc. | 0.04% | No change | 6,310 | $272K |
| Assetmark, Inc. | 0.00% | Add +4.1% | 6,286 | $271K |
| Montag A & Associates Inc. | 0.01% | No change | 6,184 | $267K |
| Headland Capital, LLC | 0.07% | Reduce -22.9% | 6,143 | $265K |
| Park Square Financial Group, LLC | 2.39% | Add +3287.3% | 6,131 | $264K |
| WealthCare Investment Partners, LLC | 0.06% | Add +0.5% | 5,980 | $258K |
| Quantinno Capital Management LP | 0.00% | Add +3.5% | 5,935 | $256K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 5,769 | $247K |
| COFG Advisors, LLC | 0.04% | Add +0.2% | 5,575 | $240K |
| Grove Bank & Trust | 0.02% | No change | 5,500 | $237K |
| XML Financial, LLC | 0.02% | New | 5,427 | $234K |
| Corient Private Wealth LP | 0.00% | New | 5,406 | $233K |
| Salem Investment Counselors Inc. | 0.01% | No change | 5,372 | $232K |
| MSH Capital Advisors LLC | 0.04% | New | 5,273 | $227K |
| Pasadena Private Wealth, LLC | 0.03% | New | 5,250 | $226K |
| Morey & Quinn Wealth Partners, LLC | 0.15% | Add +3.3% | 5,247 | $226K |
| Balboa Wealth Partners | 0.03% | Reduce -23.9% | 5,077 | $219K |
| OMNI 360 Wealth, Inc. | 0.10% | Reduce -5.2% | 5,071 | $219K |
| Symphony Financial Services, Inc. | 0.10% | Reduce -61.2% | 5,035 | $217K |
| WealthPlan Investment Management, LLC | 0.01% | New | 5,003 | $216K |
| Forge Financial Services LLC | 0.02% | New | 4,828 | $208K |
| Crusonia Wealth Advisors LLC | 0.03% | New | 4,813 | $208K |
| Gateway Investment Advisers LLC | 0.00% | New | 4,734 | $204K |
| Pinnacle Wealth Management Group, Inc. | 0.09% | New | 4,691 | $202K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +26.9% | 4,607 | $199K |
| NFSG Corp | 0.02% | Add +18.5% | 4,085 | $176K |
| Bank of Montreal | 0.00% | Reduce -22.8% | 3,824 | $165K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.6% | 3,478 | $150K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,137 | $135K |
| Wolff Wiese Magana LLC | 0.06% | Add +36.8% | 3,110 | $134K |
| IMA Advisory Services, Inc. | 0.01% | No change | 3,015 | $130K |
| Financial Network Wealth Advisors LLC | 0.12% | No change | 2,832 | $122K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,829 | $122K |
| NBH Bank | 0.05% | — | 2,560 | $110K |
| Archer Investment Corp | 0.02% | Reduce -15.9% | 2,524 | $109K |
| LifeSteps Financial, Inc. | 0.04% | New | 2,081 | $90K |
| Dunhill Financial, LLC | 0.02% | No change | 1,870 | $81K |
| BlackRock, Inc. | 0.00% | No change | 1,683 | $73K |
| Evolution Wealth Management Inc. | 0.04% | No change | 1,528 | $66K |
| Simplex Trading, LLC | 0.00% | Add +15.1% | 1,507 | $65K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -29.9% | 1,414 | $61K |
| TD Capital Management LLC | 0.01% | No change | 1,412 | $61K |
| Signaturefd, LLC | 0.00% | Add +1.3% | 1,283 | $55K |
| Torren Management, LLC | 0.03% | Add +0.2% | 1,268 | $55K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,226 | $53K |
| Accordant Advisory Group Inc | 0.03% | No change | 1,200 | $52K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1,128 | $49K |
| Ameriflex Group, Inc. | 0.02% | Add +32.7% | 1,088 | $47K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -2.4% | 1,041 | $45K |
| Horizon Financial Services, LLC | 0.02% | New | 957 | $41K |
| FWL Investment Management, LLC | 0.01% | Reduce -5.7% | 938 | $40K |
| Key Financial Inc | 0.01% | No change | 924 | $40K |
| Orion Capital Management LLC | 0.01% | New | 893 | $39K |
| Rossby Financial, LCC | 0.01% | Add +199.6% | 809 | $35K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 788 | $34K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -31.1% | 775 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +48.0% | 740 | $32K |
| Smartleaf Asset Management LLC | 0.00% | No change | 734 | $32K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 685 | $30K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -36.1% | 642 | $28K |
| LFA - Lugano Financial Advisors SA | 0.02% | Reduce -58.7% | 640 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 635 | $27K |
| Financial Perspectives, Inc | 0.01% | No change | 600 | $26K |
| Hoese & Co LLP | 0.02% | No change | 597 | $26K |
| Timbuktu Capital Management, LLC | 0.03% | — | 500 | $22K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -90.2% | 500 | $22K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -60.5% | 494 | $21K |
| Blue Trust, Inc. | 0.00% | Add +1603.5% | 494 | $21K |
| GoalVest Advisory LLC | 0.00% | Add +37.1% | 477 | $21K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 474 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 444 | $19K |
| Kozak & Associates, Inc. | 0.00% | Add +0.2% | 431 | $19K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 423 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | New | 378 | $16K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 380 | $15K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 329 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 327 | $14K |
| Hantz Financial Services, Inc. | 0.00% | No change | 300 | $13K |
| Raleigh Capital Management Inc. | 0.00% | Add +0.3% | 292 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 274 | $12K |
| First Horizon Corp. | 0.00% | No change | 260 | $11K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 234 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 226 | $10K |
| American National Bank & Trust | 0.00% | No change | 220 | $9K |
| Gen-Wealth Partners Inc | 0.00% | No change | 208 | $9K |
| First Community Trust NA | 0.00% | No change | 207 | $9K |
| Main Street Group, LTD | 0.00% | Reduce -49.9% | 203 | $9K |
| Vanguard Advisers Inc. | 0.00% | Reduce -30.1% | 202 | $9K |
| Park Place Capital Corp | 0.00% | No change | 190 | $8K |
| Synergy Investment Management, LLC | 0.00% | Reduce -20.0% | 160 | $7K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -97.0% | 152 | $7K |
| Key Capital Management, INC | 0.00% | Reduce -36.9% | 140 | $6K |
| Mascoma Wealth Management LLC | 0.00% | New | 123 | $5K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -98.0% | 101 | $4K |
| Whittier Trust Co. | 0.00% | No change | 100 | $4K |
| LM Advisors LLC | 0.02% | Add +2439.6% | 88,429 | $4K |
| Sims Investment Management, LLC | 0.00% | New | 79 | $3K |
| Bernard Wealth Management Corp. | 0.00% | No change | 74 | $3K |
| Costello Asset Management, INC | 0.00% | New | 56 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 31 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 30 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 15 | $647 |
| Coppell Advisory Solutions LLC | 0.00% | New | 28,138 | $605 |
| Imprint Wealth LLC | 0.00% | New | 7 | $302 |
| SBI Securities Co., Ltd. | 0.00% | Add +300.0% | 4 | $173 |
| Parkside Financial Bank & Trust | 0.00% | New | 1,191 | $0 |
| 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.