13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
RDVY

FIRST RISING DIVIDEND ACHIEVER

798 institutions still hold FIRST RISING DIVIDEND ACHIEVER as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738r506·798 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.9%
vs prior quarter
13F value held
$9.7B
76.0% inst. owned
of float
Holders
798
-92 QoQ
filers reporting
Activity
+22 / −59
+893 added · −758 reduced
this quarter
Concentration
22.83%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

798 institutions reported RDVY in Q1 2026. LPL Financial LLC leads at 22.8% of the visible book. -92 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$2.2B32.3M0.59%Q1 202602
MORGAN STANLEY
CIK 0000895421
$1.4B20.9M0.09%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$843M12.3M0.26%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$772M11.3M0.15%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$638M9.3M0.15%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$508M7.4M0.04%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$383M5.6M0.54%Q1 202608
UBS Group AG
CIK 0001610520
$378M5.5M0.06%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$370M5.4M0.10%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$343M5.0M0.06%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$301M4.4M0.44%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$276M4.0M0.29%Q1 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$213M3.1M0.13%Q1 202614
Kestra Advisory Services, LLC
CIK 0001830819
$197M2.9M0.75%Q1 202615
Private Advisor Group, LLC
CIK 0001567755
$178M2.6M0.83%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$174M2.6M0.16%Q1 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$140M2.1M0.07%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$120M1.8M0.16%Q1 202619
HighTower Advisors, LLC
CIK 0001462245
$104M1.5M0.11%Q1 202620
NewEdge Advisors, LLC
CIK 0001633516
$98M1.4M0.35%Q1 2026
Page 1 of 40
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