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Disclosery

DDIV FIRST TR EXCHANGE TRADED FD

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CMN (fund)

42 managers (42 13F filers) reported a position in DDIV shares at 2026-06-30, 1,038,832 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
42
13F filers
42
New
7
Added
12
Reduced
12
Sold out
4
Shares held by filers
1,038,832

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Virtus Wealth Solutions LLC209,344$9.44M1.28%-8,42113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.173,802$7.84M0.01%+12,26713F-HRTimelineGroup
LPL Financial LLC153,832$6.94M<0.01%-82713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…91,063$4.11M0.04%+5,86813F-HRTimelineGroup
Steward Partners Investment Advisory, L…64,046$2.89M0.01%+1,48513F-HRTimeline
Kesler, Norman & Wride, LLC53,175$2.4M0.38%-4,64913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,016$2.03M<0.01%-12313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY36,199$1.63M<0.01%-7,81313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,017$1.62M<0.01%+5,91213F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC26,960$1.22M0.41%-913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,730$890K<0.01%-70513F-HRTimelineGroup
Prospera Financial Services Inc17,580$793K0.01%+3013F-HRTimeline
Compound Planning, Inc.13,155$593K0.02%+15113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,146$593K<0.01%-11,91213F-HRTimelineGroup
Cetera Investment Advisers11,993$541K<0.01%-23,75513F-HRTimeline
HighTower Advisors, LLC8,768$395K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…8,745$394K<0.01%+3213F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,256$327K<0.01%+2,29913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,413$244K<0.01%-1,93113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.5,357$242K<0.01%-4,08813F-HRTimeline
HighPoint Advisor Group LLC5,250$237K0.01%013F-HRTimeline
MANCHESTER FINANCIAL INC5,227$236K0.04%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,000$225K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC4,731$213K<0.01%new13F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC4,717$213K0.1%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC4,525$204K0.11%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,540$115K<0.01%+513F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp2,385$108K0.12%013F-HRTimeline
MTM Investment Management, LLC901$40.6K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS650$29.3K<0.01%new13F-HRTimeline
Realta Investment Advisors601$27.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC432$19.5K<0.01%+213F-HRTimeline
Farther Finance Advisors, LLC282$12.7K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC253$11.4K0.01%013F-HRTimeline
IFP Advisors, Inc205$9.24K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.200$9.02K<0.01%+10013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…190$8.57K<0.01%+113F-HRTimelineGroup
Truvestments Capital LLC62$2.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc46$1.96K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC27$1.22K<0.01%013F-HRTimeline
IFG Advisory, LLC10$451<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$65<0.01%-77613F-HRTimelineGroup