DVOL

First Trust DW Momtm & LowETF$37.71 1.53%
UnclassifiedUSCUSIP 33741L108· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
28
-1 QoQ
13F Value (tracked)
$49.2M
13F Moves · latest Q
3 added
4 trimmed
Recent Filings
0

Price & smart-money activity

$37.71 1.53%5Y +39.0%
$22.66$26.70$30.74$34.78$38.822021202220232024202520263322353352334342472558336
Hover for who · click for detailEnd-of-day closing prices52w $33.71 – $37.71
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Ask your agent what changed in DVOL

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DVOL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DVOL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

28 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Csenge Advisory Group
$23.5M
681K
+20%
Added · +114K sh
Q1 2026
2RAYMOND JAMES FINANCIAL INC
$5.1M
146K
−3.5%
Reduced · −5K sh
Q1 2026
3LPL Financial LLC
$3.0M
88K
−18%
Reduced · −20K sh
Q1 2026
4Baird Financial Group, Inc.
$2.6M
76K
+1.4%
Added · +1K sh
Q1 2026
5GOLDMAN SACHS GROUP INC
$2.5M
72K
New
+72K sh
Q1 2026
6CWM, LLC
$1.7M
49K
−58%
Reduced · −68K sh
Q1 2026
7MORGAN STANLEY
$1.5M
42K
−78%
Reduced · −153K sh
Q1 2026
8Balefire, LLC
$1.4M
38K
+16%
Added · +5K sh
Q2 2026
9Prospera Financial Services Inc
$1.0M
29K
−0.4%
Reduced · −123 sh
Q2 2026
10Sanctuary Advisors, LLC
$962K
28K
−6.1%
Reduced · −2K sh
Q1 2026
11SUSQUEHANNA INTERNATIONAL GROUP, LLP
$889K
26K
−22%
Reduced · −7K sh
Q1 2026
12JPMORGAN CHASE & CO
$741K
22K
New
+22K sh
Q1 2026
13Cetera Investment Advisers
$686K
20K
+12%
Added · +2K sh
Q1 2026
14Sigma Planning Corp
$521K
15K
−0.8%
Reduced · −120 sh
Q1 2026
15Farther Finance Advisors, LLC
$496K
14K
−81%
Reduced · −59K sh
Q1 2026
16TWO SIGMA INVESTMENTS, LP
$436K
13K
New
+13K sh
Q1 2026
17Concurrent Investment Advisors, LLC
$380K
11K
Held
Q1 2026
18FIFTH THIRD BANCORP
$342K
10K
New
+10K sh
Q1 2026
19Allworth Financial LP
$319K
9K
Held
Q1 2026
20ENVESTNET ASSET MANAGEMENT INC
$247K
7K
+14%
Added · +879 sh
Q1 2026
21BANK OF AMERICA CORP /DE/
$236K
7K
+0.2%
Added · +13 sh
Q1 2026
22Mutual Advisors, LLC
$227K
7K
Held
Q1 2026
23ROYAL BANK OF CANADA
$154K
4K
−93%
Reduced · −64K sh
Q1 2026
24OSAIC HOLDINGS, INC.
$123K
4K
−33%
Reduced · −2K sh
Q1 2026
25O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$56K
2K
−49%
Reduced · −2K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
2
funds
Reduced
4
funds
Exited
0
funds

Institutional ownership over time

28 funds+11 since Q3 2024
01529Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $48.9M

Funds that own DVOL also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA8 funds$2.6B
MICROSOFT CORPMSFT8 funds$1.8B
ISHARES CORE S&P 500 ETFIVV8 funds$1.8B
SS SPDR S&P 500 ETF TRUST-USSPY8 funds$1.4B
ALPHABET INC-CL AGOOGL8 funds$1.2B
STE STR SPDR PT S&P 500 ETFSPYM8 funds$984.6M
ISHR CR UNVRSE USD BD ETF-UIIUSB8 funds$979.8M
BROADCOM INCAVGO8 funds$935.4M
ISHARES S&P 500 GROWTH ETFIVW8 funds$841.6M
ISHARES S&P 500 VALUE ETFIVE8 funds$821.0M
VANGUARD S&P 500 ETFVOO8 funds$811.5M
ALPHABET INC-CL CGOOG8 funds$786.2M

Ranked by how many of DVOL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DVOL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.