DVLU institutional holders
FIRST TR EXCHANGE TRADED FD · 13F, 2026Q2
| Managers holding | 17 |
|---|---|
| Shares held | 828,645 |
| Reported value | $32.9m |
| Quarter flows | 2 new, 4 added, 7 trimmed, 2 exited |
Top 17 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Virtus Wealth Solutions LLC | 288,316 | $11.4m | 1.6% |
| OSAIC HOLDINGS, INC. | 199,387 | $7.9m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 102,520 | $4.1m | 0.0% |
| LPL Financial LLC | 85,942 | $3.4m | 0.0% |
| GOLDMAN SACHS GROUP INC | 39,426 | $1.6m | 0.0% |
| CITADEL ADVISORS LLC | 28,118 | $1.1m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 26,084 | $1.0m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,441 | $533,018 | 0.0% |
| Accel Wealth Management | 12,247 | $485,671 | 0.1% |
| Janney Montgomery Scott LLC | 10,764 | $427,000 | 0.0% |
| Clear Creek Financial Management, LLC | 10,100 | $400,516 | 0.0% |
| Cetera Investment Advisers | 6,625 | $262,695 | 0.0% |
| Farther Finance Advisors, LLC | 4,593 | $182,128 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 531 | $21,057 | 0.0% |
| Spire Wealth Management | 500 | $19,828 | 0.0% |
| Global Retirement Partners, LLC | 50 | $1,983 | 0.0% |
| MORGAN STANLEY | 1 | $57 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("DVLU"). DVLU price history · All 13F data