Who owns DVLU?
First Trust Dorsey Wright Momentum & Value ETF · First Trust
17 institutions reported holding DVLU, worth $32.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DVLU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Virtus Wealth Solutions LLC | Cranford, NJ | $11.4M | 288,316 | −10,733 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $7.9M | 199,387 | +17,030 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $4.1M | 102,520 | −12,893 shares |
| LPL Financial LLC | Fort Mill, SC | $3.4M | 85,942 | +22,611 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.6M | 39,426 | No change |
| Citadel Advisors LLC | Miami, FL | $1.1M | 28,118 | −15,439 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.0M | 26,084 | −600 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $533K | 13,441 | −1,387 shares |
| Accel Wealth Management | Waverly, IA | $486K | 12,247 | −1,156 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $427K | 10,764 | +875 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DVLU?
17 institutional managers reported holding DVLU in Form 13F filings for June 30, 2026, worth $32.9M in total. The largest reported position was held by Virtus Wealth Solutions LLC, at $11.4M.
Did institutions buy or sell DVLU last quarter?
Reported 13F value rose 9.4% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DVLU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.