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Disclosery

DVOL FIRST TR EXCHANGE TRADED FD

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CMN (fund)

39 managers (39 13F filers) reported a position in DVOL shares at 2026-03-31, 1,554,182 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
39
13F filers
39
New
6
Added
8
Reduced
17
Sold out
5
Shares held by filers
1,554,182

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
Csenge Advisory Group680,567$23.5M1.08%+113,50613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC146,366$5.06M<0.01%-5,34813F-HRTimelineGroup
LPL Financial LLC87,813$3.04M<0.01%-19,50313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.75,875$2.62M<0.01%+1,01913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC72,001$2.49M<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC49,186$1.7M<0.01%-68,27413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY42,125$1.46M<0.01%-153,09113F-HRTimelineGroup
Nilsine Partners, LLC37,494$1.37M0.11%-1,48413F-HRTimeline
Private Advisory Group LLC37,688$1.3M0.09%-2,62113F-HRTimeline
Balefire, LLC33,142$1.15M0.22%+10,84013F-HRTimeline
Prospera Financial Services Inc28,783$995K0.02%+2,30513F-HRTimeline
Sanctuary Advisors, LLC27,824$962K0.01%-1,81013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,710$889K<0.01%-7,11413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,978$741K<0.01%new13F-HR/ATimelineGroup
Cetera Investment Advisers19,851$686K<0.01%+2,12513F-HRTimeline
Cambridge Investment Research Advisors,…17,352$600K<0.01%-10013F-HRTimeline
Sigma Planning Corp15,082$521K0.01%-12013F-HRTimeline
Farther Finance Advisors, LLC14,200$496K<0.01%-59,29413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,609$436K<0.01%new13F-HRTimelineGroup
Warner Group LLC12,518$433K0.28%-2,03213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,985$380K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC10,530$364K0.12%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,895$342K<0.01%new13F-HRTimelineGroup
Allworth Financial LP9,218$319K<0.01%013F-HRTimeline
Park Square Financial Group, LLC8,724$302K2.29%new13F-HRTimeline
Independent Advisor Alliance8,013$277K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,133$247K<0.01%+87913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,832$236K<0.01%+1313F-HRTimelineGroup
PRIVATE TRUST CO NA6,578$227K0.02%013F-HRTimeline
Mutual Advisors, LLC6,563$227K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,455$154K<0.01%-63,76113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,559$123K<0.01%-1,78813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,613$55.8K<0.01%-1,54913F-HRTimeline
UBS Group AGin group UBS Group AG589$20.4K<0.01%+55113F-HRTimelineGroup
Measured Wealth Private Client Group, L…488$16.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC442$15.3K<0.01%-23513F-HRTimelineGroup
Hilton Head Capital Partners, LLC251$8.68K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management150$5.19K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$12<0.01%-113F-HR/ATimelineGroupAmount filed as zero, left out of ratios.