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DVLU FIRST TR EXCHANGE TRADED FD

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CMN (fund)

17 managers (17 13F filers) reported a position in DVLU shares at 2026-03-31, 877,672 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
17
13F filers
17
New
3
Added
7
Reduced
6
Sold out
4
Shares held by filers
877,672

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 LLC299,049$10.2M1.95%+1,26113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.182,357$6.24M0.01%+6,70913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC115,413$3.95M<0.01%new13F-HRTimelineGroup
LPL Financial LLC63,331$2.17M<0.01%+4,97713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,557$1.49M<0.01%+15,21213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,426$1.35M<0.01%-26113F-HRTimelineGroup
Cetera Investment Advisers31,183$1.07M<0.01%+3,78513F-HRTimeline
Cambridge Investment Research Advisors,…26,684$913K<0.01%+1,12013F-HRTimeline
Private Advisory Group LLC25,196$862K0.06%-4,47513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,828$507K<0.01%-1,14013F-HRTimeline
Accel Wealth Management13,403$458K0.12%-54813F-HRTimeline
Janney Montgomery Scott LLC9,889$338K<0.01%+34913F-HRTimeline
Clear Creek Financial Management, LLC7,100$243K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC4,593$160K<0.01%-3,45013F-HRTimeline
Sound Income Strategies, LLC632$22K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.531$18.2K<0.01%-1,49413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management500$17.1K<0.01%new13F-HRTimelineGroup