Who Owns FIRST RISING DIVIDEND ACHIEVER (RDVY)? -- Institutional Holders (2026-06-30)

853 institutions reported holding $18.06B of FIRST RISING DIVIDEND ACHIEVER (RDVY) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($2.83B), MORGAN STANLEY ($1.67B), RAYMOND JAMES FINANCIAL INC ($1.04B), WELLS FARGO & COMPANY/MN ($1.03B), AMERIPRISE FINANCIAL INC ($761.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$2.83B34.9MAdded
2MORGAN STANLEY$1.67B20.6MTrimmed
3RAYMOND JAMES FINANCIAL INC$1.04B12.8MAdded
4WELLS FARGO & COMPANY/MN$1.03B12.7MAdded
5AMERIPRISE FINANCIAL INC$761.4M9.4MAdded
6BANK OF AMERICA CORP /DE/$604.6M7.5MAdded
7COMMONWEALTH EQUITY SERVICES, LLC$459.5M5.7MAdded
8ENVESTNET ASSET MANAGEMENT INC$446.1M5.5MAdded
9UBS Group AG$437.6M5.4MTrimmed
10Royal Bank of Canada$437.1M5.4MAdded
11OSAIC HOLDINGS, INC.$375.7M4.6MAdded
12Cetera Investment Advisers$352.7M4.4MAdded
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$283.1M3.5MAdded
14Cambridge Investment Research Advisors, Inc.$280.0M3.5MAdded
15Private Advisor Group, LLC$259.3M3.2MAdded
16Kestra Advisory Services, LLC$223.9M2.8MTrimmed
17STIFEL FINANCIAL CORP$216.8M2.7MAdded
18JONES FINANCIAL COMPANIES LLLP$203.2M2.6MAdded
19TRUIST FINANCIAL CORP$145.7M1.8MAdded
20MML INVESTORS SERVICES, LLC$136.0M1.7MAdded
21Janney Montgomery Scott LLC$131.6M1.6MAdded
22NewEdge Advisors, LLC$120.1M1.5MAdded
23BLAIR WILLIAM & CO/IL$116.0M1.4MAdded
24PNC Financial Services Group, Inc.$114.0M1.4MAdded
25HighTower Advisors, LLC$108.8M1.3MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30