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DVLU FIRST TR EXCHANGE TRADED FD

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CMN (fund)

19 managers (19 13F filers) reported a position in DVLU shares at 2025-12-31, 748,788 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
19
13F filers
19
New
2
Added
6
Reduced
9
Sold out
0
Shares held by filers
748,788

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 LLC297,788$10.6M2.02%-11,65213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.175,648$6.28M0.01%+17,45013F-HRTimelineGroup
LPL Financial LLC58,354$2.09M<0.01%+15,88413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,687$1.42M<0.01%-32113F-HR/ATimelineGroup
Private Advisory Group LLC29,671$1.06M0.08%-1,53913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,345$1.01M<0.01%+14,12313F-HRTimelineGroup
Cetera Investment Advisers27,398$979K<0.01%+30013F-HRTimeline
Cambridge Investment Research Advisors,…25,564$914K<0.01%+19013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,968$571K<0.01%+7,76513F-HRTimeline
Accel Wealth Management13,951$499K0.14%-14613F-HRTimeline
Janney Montgomery Scott LLC9,540$341K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,824$315K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC8,043$287K<0.01%-3,02713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,867$245K<0.01%-34,51713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,025$72.4K<0.01%-78213F-HRTimeline
Sound Income Strategies, LLC632$23.3K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG432$15.4K<0.01%-7,86313F-HRTimelineGroup
Global Retirement Partners, LLC50$1.79K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$55<0.01%-3213F-HR/ATimelineGroup