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Disclosery

DDIV FIRST TR EXCHANGE TRADED FD

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CMN (fund)

36 managers (36 13F filers) reported a position in DDIV shares at 2025-06-30, 1,050,565 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
36
13F filers
36
New
5
Added
9
Reduced
10
Sold out
5
Shares held by filers
1,050,565

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC240,921$9.2M1.9%-1,86013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC165,393$6.32M0.01%-43213F-HRTimeline
LPL Financial LLC140,754$5.38M<0.01%-12,05413F-HRTimeline
Steward Partners Investment Advisory, L…63,214$2.41M0.02%+2,15413F-HRTimeline
Kesler, Norman & Wride, LLC55,582$2.12M0.38%+7213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,031$1.72M<0.01%+1513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,110$1.65M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,306$1.39M<0.01%+25,96213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY33,429$1.28M<0.01%-1,52113F-HRTimelineGroup
NFSG Corp30,955$1.18M0.19%new13F-HRTimeline
Compound Planning, Inc.30,955$1.18M0.04%+1,41313F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC28,109$1.07M0.49%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,021$803K<0.01%-42513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,983$725K<0.01%-2,49013F-HRTimelineGroup
Prospera Financial Services Inc17,830$681K0.01%-71613F-HRTimeline
UBS Group AGin group UBS Group AG16,156$617K<0.01%+6,71313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,330$547K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers11,239$429K<0.01%+5013F-HRTimeline
Cambridge Investment Research Advisors,…11,239$429K<0.01%-2,47913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,027$307K<0.01%-79013F-HRTimelineGroup
HighTower Advisors, LLC7,857$300K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,369$205K<0.01%+13213F-HR/ATimelineGroup
MTM Investment Management, LLC2,081$79.5K0.03%013F-HRTimeline
Realta Investment Advisors601$22.9K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC466$17.8K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC430$16.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC282$10.8K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC253$9.66K0.01%new13F-HRTimeline
IFP Advisors, Inc205$7.83K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…187$7.14K<0.01%+113F-HRTimelineGroup
Geneos Wealth Management Inc.100$3.82K<0.01%013F-HRTimeline
Truvestments Capital LLC63$2.41K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC59$2.25K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC27$1.03K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$46<0.01%-70013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.