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Disclosery

DVOL FIRST TR EXCHANGE TRADED FD

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CMN (fund)

41 managers (41 13F filers) reported a position in DVOL shares at 2025-09-30, 2,138,535 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
41
13F filers
41
New
6
Added
14
Reduced
13
Sold out
3
Shares held by filers
2,138,535

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Group543,200$19.3M0.92%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY204,805$7.26M<0.01%-116,31613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,741$7.22M<0.01%+22,51913F-HRTimelineGroup
Virtus Wealth Solutions LLC198,964$7.05M1.36%-5,37113F-HRTimeline
Brookwood Investment Group LLC140,142$4.97M0.64%+71,41413F-HRTimeline
LPL Financial LLC134,173$4.76M<0.01%-5,80513F-HRTimeline
CWM, LLCin group CWM, LLC128,589$4.56M0.01%+5,55013F-HRTimelineGroup
Farther Finance Advisors, LLC76,568$2.71M0.04%-48013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.75,117$2.66M<0.01%-45513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP48,700$1.73M<0.01%+26,90013F-HRTimelineGroup
Nilsine Partners, LLC40,442$1.43M0.13%+1,41213F-HRTimeline
Private Advisory Group LLC40,389$1.43M0.12%+8,42213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,660$1.41M<0.01%+4,38513F-HRTimeline
Sanctuary Advisors, LLC33,229$1.18M0.01%+53713F-HR/ATimeline
Prospera Financial Services Inc25,725$912K0.02%-49513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,556$729K<0.01%-1,39013F-HRTimelineGroup
Cetera Investment Advisers17,896$635K<0.01%+6413F-HRTimeline
Cambridge Investment Research Advisors,…15,817$561K<0.01%+9,48413F-HRTimeline
Balefire, LLC15,283$542K0.11%new13F-HRTimeline
Sigma Planning Corp15,130$536K0.02%+1,45013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,318$508K0.01%+1,85813F-HRTimelineGroup
Park Square Financial Group, LLC13,224$469K2.02%new13F-HRTimeline
MTM Investment Management, LLC10,530$373K0.12%-16313F-HRTimeline
COMERICA BANK9,895$351K<0.01%-2,23213F-HRTimeline
Warner Group LLC9,751$346K0.24%13F-HRTimeline
Allworth Financial LP9,218$327K<0.01%-113F-HRTimeline
Weaver Consulting Group7,619$270K0.07%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,551$268K<0.01%-25513F-HRTimelineGroup
Global Retirement Partners, LLC6,910$245K0.01%+1113F-HRTimeline
PRIVATE TRUST CO NA6,578$233K0.02%013F-HRTimeline
Mutual Advisors, LLC6,563$229K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,031$212K<0.01%+2313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,663$201K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,114$146K<0.01%-8413F-HR/ATimelineGroup
Advisory Services Network, LLC1,105$39.2K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…488$17.3K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…484$17.2K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management275$9.75K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC72$2.55K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19$1K<0.01%-25,04113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$39<0.01%013F-HRTimelineGroup