RDVY · Insider trading · 13F holders · Congress trades
DividendAchievers ETF (RDVY)
Who is buying and selling RDVY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 296
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
RDVY at a glance
- No open-market insider purchases or sales of RDVY were filed in the last 90 days.
- 296 13F filers hold RDVY among their 50 largest positions, worth $8.0B combined. The biggest bets by portfolio weight are Liberty Square Wealth Partners LLC (16.6%), Horizon Advisory Services, Inc. (15.1%) and Ascension Capital Advisors, Inc. (12.9%). In their latest 13Fs, 2 managers opened a new position and 74 added to one.
- Members of Congress have disclosed 1 RDVY trade since 2015, 1 purchase and 0 sales in the past year; the latest was Michael K. Simpson (R-ID), buying $1K–15K on Sep 21, 2015.
- RDVY last closed at $79.51 on Oct 30, 2026.
RDVY insider trading
No open-market insider purchases or sales of RDVY were filed in the last 90 days.
Who owns RDVY? Hedge funds and superinvestors
296 13F filers hold RDVY among their 50 largest positions, worth $8.0B combined. The biggest bets by portfolio weight are Liberty Square Wealth Partners LLC (16.6%), Horizon Advisory Services, Inc. (15.1%) and Ascension Capital Advisors, Inc. (12.9%). In their latest 13Fs, 2 managers opened a new position and 74 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| LPL Financial LLCWealth manager | 0.6% | $2.8B | 34,938,293 | +8.1% shares | Q2 2026 |
| Commonwealth Equity Services, LLCWealth manager | 0.6% | $459.5M | 5,668,806 | +1.0% shares | Q2 2026 |
| Osaic Holdings, Inc.Investment manager | 0.4% | $375.7M | 4,633,995 | +5.0% shares | Q2 2026 |
| Cambridge Investment Research Advisors, Inc.Wealth manager | 0.6% | $280.0M | 3,453,799 | +6.9% shares | Q2 2026 |
| Private Advisor Group, LLCWealth manager | 1.2% | $259.3M | 3,198,885 | +22.9% shares | Q2 2026 |
| Kestra Advisory Services, LLCWealth manager | 0.7% | $223.9M | 2,761,957 | -4.3% shares | Q2 2026 |
| NewEdge Advisors, LLCWealth manager | 0.4% | $120.1M | 1,481,721 | +3.0% shares | Q2 2026 |
| Equitable Holdings, Inc.Insurance company | 0.6% | $102.1M | 1,259,445 | +0.8% shares | Q2 2026 |
| Prospera Financial Services IncWealth manager | 1.3% | $89.6M | 1,105,561 | -5.6% shares | Q2 2026 |
| Csenge Advisory GroupWealth manager | 3.5% | $86.5M | 1,066,840 | +1.8% shares | Q2 2026 |
| Kestra Private Wealth Services, LLCWealth manager | 0.9% | $78.0M | 961,997 | +2.8% shares | Q2 2026 |
| D.a. Davidson & Co.Wealth manager | 0.4% | $74.9M | 956,176 | -2.1% shares | Q3 2026 |
| Harbour Investments, Inc.Wealth manager | 1.0% | $74.0M | 912,649 | +2.9% shares | Q2 2026 |
| Liberty Square Wealth Partners LLCWealth manager | 16.6% | $69.8M | 860,676 | +6.9% shares | Q2 2026 |
| Arax Advisory PartnersWealth manager | 0.4% | $57.5M | 709,083 | +47.5% shares | Q2 2026 |
| Koshinski Asset Management, Inc.Asset manager | 2.9% | $55.4M | 707,267 | +23.3% shares | Q3 2026 |
| Guardian Wealth Advisors, LLC / NcWealth manager | 3.1% | $53.9M | 665,509 | +3.1% shares | Q2 2026 |
| Affinity Wealth Management LLCWealth manager | 6.9% | $53.8M | 663,879 | +0.1% shares | Q2 2026 |
| Paradiem, LLCWealth manager | 10.7% | $49.5M | 610,726 | — | Q2 2026 |
| Stratos Wealth Partners, LTD.Wealth manager | 0.5% | $47.7M | 588,137 | +1.0% shares | Q2 2026 |
| RVW Wealth, LLCWealth manager | 3.0% | $46.7M | 596,440 | +1.6% shares | Q3 2026 |
| Ascension Capital Advisors, Inc.Wealth manager | 12.9% | $45.8M | 565,306 | -3.4% shares | Q2 2026 |
| Perennial Investment Advisors, LLCWealth manager | 3.0% | $44.9M | 554,406 | +6.8% shares | Q2 2026 |
| Financial Partners Group, IncWealth manager | 4.5% | $43.3M | 552,438 | +1.9% shares | Q3 2026 |
| Gladstone Institutional Advisory LLCWealth manager | 1.3% | $42.2M | 520,450 | +2.9% shares | Q2 2026 |
| Elevation Point Wealth Partners, LLCWealth manager | 0.8% | $40.9M | 504,374 | -30.2% shares | Q2 2026 |
| First Heartland Consultants, Inc.Wealth manager | 2.7% | $40.0M | 510,462 | +4.5% shares | Q3 2026 |
| Horizon Advisory Services, Inc.Wealth manager | 15.1% | $40.0M | 510,319 | -2.5% shares | Q3 2026 |
| Rise Advisors, LLCWealth manager | 11.1% | $39.3M | 502,526 | +2.4% shares | Q3 2026 |
| Advance Capital Management, Inc.Wealth manager | 1.3% | $38.8M | 478,374 | +552.1% shares | Q2 2026 |
The 30 largest of 296 positions, by value. Each manager counts with its latest 13F (Q3 2026: 141, Q2 2026: 152, Q1 2026: 3). Screen RDVY in the grand portfolio →
RDVY stock trades by members of Congress
Members of Congress have disclosed 1 RDVY trade since 2015, 1 purchase and 0 sales in the past year; the latest was Michael K. Simpson (R-ID), buying $1K–15K on Sep 21, 2015.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 11, 2015 | Michael K. SimpsonR-ID · House | Buy | $1K–15K | Sep 21, 2015 | +282.8% |
RDVY questions and answers
Are insiders buying RDVY stock?
No open-market insider purchases or sales of RDVY were filed in the last 90 days.
Which hedge funds own RDVY?
296 13F filers hold RDVY among their 50 largest positions, worth $8.0B combined. The biggest bets by portfolio weight are Liberty Square Wealth Partners LLC (16.6%), Horizon Advisory Services, Inc. (15.1%) and Ascension Capital Advisors, Inc. (12.9%). In their latest 13Fs, 2 managers opened a new position and 74 added to one.
Has Congress traded RDVY?
Members of Congress have disclosed 1 RDVY trade since 2015, 1 purchase and 0 sales in the past year; the latest was Michael K. Simpson (R-ID), buying $1K–15K on Sep 21, 2015.
Who is the largest holder of RDVY?
Among 13F filers, LPL Financial LLC reports the largest RDVY position, $2.8B (34,938,293 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Liberty Square Wealth Partners LLC's: 16.6% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.