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Disclosery

DVOL FIRST TR EXCHANGE TRADED FD

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CMN (fund)

38 managers (38 13F filers) reported a position in DVOL shares at 2025-06-30, 1,579,793 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
38
13F filers
38
New
8
Added
13
Reduced
9
Sold out
1
Shares held by filers
1,579,793

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY321,121$11.3M<0.01%+83,15413F-HRTimelineGroup
Virtus Wealth Solutions LLC204,335$7.17M1.48%-13913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC181,222$6.36M<0.01%+27,24513F-HRTimelineGroup
LPL Financial LLC139,978$4.91M<0.01%+84,51513F-HRTimeline
CWM, LLCin group CWM, LLC123,039$4.32M0.02%-60,96613F-HRTimelineGroup
Farther Finance Advisors, LLC77,048$2.7M0.05%+2,04813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.75,572$2.65M<0.01%+1,31613F-HRTimelineGroup
Brookwood Investment Group LLC68,728$2.41M0.39%new13F-HRTimeline
Nilsine Partners, LLC39,030$1.37M0.14%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,275$1.24M<0.01%+1,88613F-HRTimeline
Sanctuary Advisors, LLC32,692$1.15M0.01%new13F-HRTimeline
Private Advisory Group LLC31,967$1.12M0.11%-6,07413F-HRTimeline
Prospera Financial Services Inc26,220$921K0.02%+2,65713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,060$880K<0.01%+23,32613F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,946$770K<0.01%-1,50013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,845$767K<0.01%+11,76913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP21,800$765K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers17,832$626K<0.01%+6,40913F-HRTimeline
Sigma Planning Corp13,680$480K0.01%+4,87513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,460$437K0.01%new13F-HRTimelineGroup
COMERICA BANK12,127$426K<0.01%-10413F-HRTimeline
MTM Investment Management, LLC10,693$375K0.13%013F-HRTimeline
Allworth Financial LP9,219$324K<0.01%+113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,806$274K0.01%-34913F-HRTimelineGroup
Weaver Consulting Group7,619$267K0.07%013F-HRTimeline
Global Retirement Partners, LLC6,899$242K0.01%13F-HRTimeline
PRIVATE TRUST CO NA6,578$231K0.02%013F-HRTimeline
Mutual Advisors, LLC6,563$228K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,333$222K<0.01%+48613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,008$211K<0.01%-6,40513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,198$147K<0.01%-81413F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,000$140K<0.01%-5,03913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…484$17K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management275$9.65K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC72$2.53K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\68$2.39K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$20<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.