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Disclosery

DDIV FIRST TR EXCHANGE TRADED FD

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CMN (fund)

39 managers (40 13F filers) reported a position in DDIV shares at 2026-03-31, 1,097,694 shares in all. 4 filers opened a position and 8 filers sold out during the quarter.

Managers
39
13F filers
40
New
4
Added
13
Reduced
8
Sold out
8
Shares held by filers
1,097,694

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC217,765$8.81M1.68%-5,82213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.161,535$6.53M0.01%+1,33713F-HRTimelineGroup
LPL Financial LLC154,659$6.25M<0.01%+12,63913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…85,195$3.45M0.04%+5,54013F-HRTimelineGroup
Steward Partners Investment Advisory, L…62,561$2.53M0.01%+1,27713F-HRTimeline
Kesler, Norman & Wride, LLC57,824$2.34M0.4%+7413F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding53,938$2.18M+26,969Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,139$1.83M<0.01%+12313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY44,012$1.78M<0.01%+4,33013F-HRTimelineGroup
Cetera Investment Advisers35,748$1.45M<0.01%+9,49313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,105$1.22M<0.01%-68813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,058$1.01M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,435$826K<0.01%+30213F-HRTimelineGroup
Prospera Financial Services Inc17,550$710K0.01%+33913F-HRTimeline
Compound Planning, Inc.13,004$526K0.02%-5,43313F-HRTimeline
Greenline Wealth Management LLC11,335$458K0.53%-2,74613F-HRTimeline
HARBOUR INVESTMENTS, INC.9,445$382K0.01%new13F-HRTimeline
HighTower Advisors, LLC8,768$355K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…8,713$352K<0.01%-11613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,344$297K<0.01%-413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,205$291K<0.01%+97113F-HRTimeline
HighPoint Advisor Group LLC5,250$212K0.01%-75013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,957$200K<0.01%new13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp2,385$105K0.07%-18213F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,535$103K<0.01%+213F-HRTimelineGroup
Sound Income Strategies, LLC971$39.7K<0.01%013F-HRTimeline
MTM Investment Management, LLC901$36.4K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN777$31.4K<0.01%+77613F-HR/ATimelineGroup
Realta Investment Advisors601$24.3K0.01%013F-HRTimeline
CoreCap Advisors, LLC430$17.4K<0.01%013F-HRTimeline
Advisory Services Network, LLC385$15.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC282$11.5K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC253$10.2K0.01%013F-HRTimeline
IFP Advisors, Inc205$8.29K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…189$7.66K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.100$4.04K<0.01%013F-HRTimeline
Truvestments Capital LLC62$2.51K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc46$1.96K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC27$1.09K<0.01%013F-HRTimeline