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Disclosery

DVOL FIRST TR EXCHANGE TRADED FD

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CMN (fund)

40 managers (40 13F filers) reported a position in DVOL shares at 2026-06-30, 1,527,095 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
40
New
4
Added
11
Reduced
13
Sold out
3
Shares held by filers
1,527,095

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Csenge Advisory Group846,862$30.9M1.26%+166,29513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC147,776$5.4M<0.01%+1,41013F-HRTimelineGroup
LPL Financial LLC86,626$3.17M<0.01%-1,18713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,279$1.44M<0.01%-32,72213F-HRTimelineGroup
Nilsine Partners, LLC38,576$1.41M0.1%+1,08213F-HRTimeline
Balefire, LLC38,328$1.4M0.23%+5,18613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY37,631$1.38M<0.01%-4,49413F-HRTimelineGroup
Prospera Financial Services Inc28,660$1.05M0.02%-12313F-HRTimeline
Sanctuary Advisors, LLC27,824$1.02M<0.01%013F-HRTimeline
Warner Group LLC21,010$768K0.19%+8,49213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,942$656K<0.01%+13,48713F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,345$634K<0.01%-713F-HR/ATimeline
Cetera Investment Advisers17,218$629K<0.01%-2,63313F-HRTimeline
Sigma Planning Corp15,989$584K0.01%+90713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,061$514K<0.01%-11,64913F-HRTimelineGroup
Farther Finance Advisors, LLC13,821$505K<0.01%-37913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,985$401K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,895$362K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC9,820$359K0.1%-71013F-HRTimeline
Allworth Financial LP9,218$337K<0.01%013F-HRTimeline
Park Square Financial Group, LLC9,196$336K3.03%+47213F-HRTimeline
Global Retirement Partners, LLC7,656$280K<0.01%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,534$275K<0.01%+40113F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,388$270K<0.01%-5,22113F-HRTimelineGroup
Koshinski Asset Management, Inc.7,200$263K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,093$259K<0.01%+26113F-HRTimelineGroup
PRIVATE TRUST CO NA6,578$240K0.02%013F-HRTimeline
Mutual Advisors, LLC6,563$240K<0.01%013F-HRTimeline
Private Advisory Group LLC5,796$212K0.01%-31,89213F-HRTimeline
Weaver Consulting Group5,738$210K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,568$130K<0.01%+913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,613$58.9K<0.01%013F-HRTimeline
Arax Advisory Partners698$25.5K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…488$17.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC370$13.5K<0.01%-7213F-HRTimelineGroup
Hilton Head Capital Partners, LLC251$9.17K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.176$6.43K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO173$6.31K<0.01%-21,80513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management150$5.48K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$17<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.