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Disclosery

HDMV FIRST TR EXCH TRADED FD III

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CMN (fund)

36 managers (37 13F filers) reported a position in HDMV shares at 2024-12-31, 1,174,092 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
36
13F filers
37
New
3
Added
11
Reduced
13
Sold out
2
Shares held by filers
1,174,092

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding232,177$6.68M+12,631Timeline
LPL Financial LLC165,862$4.77M<0.01%+5,20413F-HRTimeline
Cambridge Investment Research Advisors,…164,020$4.72M0.02%-5,23713F-HRTimeline
Cetera Investment Advisers163,559$4.71M0.01%+5,84713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69,763$1.95M<0.01%+2,70113F-HR/ATimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…44,232$1.27M0.24%-171,16313F-HRTimelineGroup
Orion Porfolio Solutions, LLC36,504$1.05M0.01%-26113F-HRTimeline
Orion Portfolio Solutions, LLC36,504$1.05M0.01%-26113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,057$865K<0.01%-1,34913F-HRTimelineGroup
Golden State Wealth Management, LLC30,030$864K0.13%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,937$804K0.01%-1,34513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,531$792K<0.01%-15,61913F-HRTimelineGroup
FLOW TRADERS U.S. LLC27,288$785K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,308$556K<0.01%+1,91613F-HRTimelineGroup
Gladstone Institutional Advisory LLC15,238$438K0.02%-42013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,999$403K0.01%+63613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,289$354K<0.01%-1,48413F-HRTimelineGroup
Atria Wealth Solutions, Inc.11,418$329K<0.01%+2,52313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,866$313K<0.01%+1,56113F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC8,758$252K0.22%13F-HRTimeline
United Advisor Group, LLC8,043$231K0.05%-1,11613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,532$217K<0.01%+44213F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,915$84K<0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,583$81.4K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,464$70.9K<0.01%-2,02413F-HRTimeline
UBS Group AGin group UBS Group AG1,395$40.1K<0.01%+1,10413F-HRTimelineGroup
Larson Financial Group LLC625$18K<0.01%-113F-HRTimeline
Global Retirement Partners, LLC400$11.5K<0.01%013F-HRTimeline
COMERICA BANK308$8.86K<0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY142$4.09K<0.01%-113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155$4K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC87$2.5K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC67$1.94K<0.01%013F-HRTimeline
Horizon Investments, LLC35$1.01K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$23<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.