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Disclosery

DDIV FIRST TR EXCHANGE TRADED FD

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CMN (fund)

43 managers (43 13F filers) reported a position in DDIV shares at 2025-12-31, 1,089,599 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
43
13F filers
43
New
8
Added
12
Reduced
12
Sold out
8
Shares held by filers
1,089,599

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC223,587$9.29M1.76%-12,06213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.160,198$6.66M0.01%+33,11613F-HRTimelineGroup
LPL Financial LLC142,020$5.9M<0.01%+3,39413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…79,655$3.31M0.04%+45,32413F-HRTimelineGroup
Steward Partners Investment Advisory, L…61,284$2.55M0.01%-1,47013F-HRTimeline
Kesler, Norman & Wride, LLC57,750$2.4M0.41%+6,96213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC55,678$2.31M0.24%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,016$1.87M<0.01%-62813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY39,682$1.65M<0.01%-3,20613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,793$1.28M<0.01%+7,48713F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC26,969$1.12M0.44%-1,20813F-HRTimelineGroup
Cetera Investment Advisers26,255$1.09M<0.01%+7,79113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,133$836K<0.01%+213F-HRTimelineGroup
Compound Planning, Inc.18,437$766K0.02%+59913F-HRTimeline
Prospera Financial Services Inc17,211$715K0.01%-1,01313F-HRTimeline
Greenline Wealth Management LLC14,081$585K0.61%13F-HRTimeline
Cambridge Investment Research Advisors,…8,829$367K<0.01%-1,69413F-HRTimeline
HighTower Advisors, LLC8,768$364K<0.01%+91113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,348$305K<0.01%-1,72013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,234$259K<0.01%-6,96713F-HRTimeline
HighPoint Advisor Group LLC6,000$249K0.01%new13F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC5,485$228K0.14%13F-HRTimeline
J.W. COLE ADVISORS, INC.4,971$206K0.01%-2213F-HRTimeline
Insight Advisors, LLC/ PA4,846$201K0.03%new13F-HRTimeline
Janney Montgomery Scott LLC4,848$201K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp2,567$109K0.15%-4,28313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,533$105K<0.01%+713F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,408$100K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,753$72.8K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC971$42K<0.01%new13F-HRTimeline
MTM Investment Management, LLC901$37.4K0.01%013F-HRTimeline
Realta Investment Advisors601$25K0.01%013F-HRTimeline
CoreCap Advisors, LLC430$17.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC282$11.7K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC253$10.5K0.01%013F-HRTimeline
IFP Advisors, Inc205$8.52K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG192$7.98K<0.01%-20,05913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…189$7.85K<0.01%+113F-HRTimelineGroup
Geneos Wealth Management Inc.100$4.15K<0.01%013F-HRTimeline
Truvestments Capital LLC62$2.58K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc46$1.9K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC27$1.12K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$35<0.01%+113F-HRTimelineGroup