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Who owns DVOL?

Institutional ownership of First Trust Dorsey Wright Momentum & Low Volatility ETF from Form 13F, Q2 2026

39 institutional managers reported holding First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Form 13F filings for Q2 2026, with 1,544,440 shares worth $56.4M. The largest reported holder was Csenge Advisory Group. Managers that filed both quarters added a net 31,788 shares (+2.1%). 4 opened new positions and 3 sold out.

Funds holding
39
Value held
$56.4M
New / sold out
4 / 3
Net shares, same filers
+2.1%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of DVOL

FundValueShare of 13F holdingsSharesMove
Csenge Advisory Group$30.9M54.8%846,862Added
Raymond James Financial Inc$5.4M9.6%147,776Added
LPL Financial LLC$3.2M5.6%86,626Trimmed
Goldman Sachs Group Inc$1.4M2.5%39,279Trimmed
Nilsine Partners, LLC$1.4M2.5%38,576Added
Balefire, LLC$1.4M2.5%38,328Added
Morgan Stanley$1.4M2.4%37,631Trimmed
Cambridge Investment Research Advisors, Inc.$1.3M2.2%34,690Added
Prospera Financial Services Inc$1.0M1.9%28,660Trimmed
Sanctuary Advisors, LLC$1.0M1.8%27,824Unchanged
Warner Group LLC$768K1.4%21,010Added
Royal Bank of Canada$656K1.2%17,942Added
Cetera Investment Advisers$629K1.1%17,218Trimmed
Sigma Planning Corp$584K1.0%15,989Added
Susquehanna International Group, LLP$514K0.9%14,061Trimmed
Farther Finance Advisors, LLC$505K0.9%13,821Trimmed
Concurrent Investment Advisors, LLC$401K0.7%10,985Unchanged
Fifth Third Bancorp$362K0.6%9,895Unchanged
MTM Investment Management, LLC$359K0.6%9,820Trimmed
Allworth Financial LP$337K0.6%9,218Unchanged
Park Square Financial Group, LLC$336K0.6%9,196Added
Global Retirement Partners, LLC$280K0.5%7,656First report
Envestnet Asset Management Inc$275K0.5%7,534Added
Two Sigma Investments, LP$270K0.5%7,388Trimmed
Koshinski Asset Management, Inc.$263K0.5%7,200New

Share of 13F holdings is each fund's shares as a share of the 1,544,440 DVOL shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Csenge Advisory Group Added+$6.1M
  2. Cambridge Investment Research Advisors, Inc. Added+$634K
  3. Royal Bank of Canada Added+$493K
  4. Warner Group LLC Added+$310K
  5. Koshinski Asset Management, Inc. New+$263K
  6. Weaver Consulting Group New+$210K
  7. Balefire, LLC Added+$190K
  8. Raymond James Financial Inc Added+$52K
  9. Nilsine Partners, LLC Added+$40K
  10. Sigma Planning Corp Added+$33K

Biggest sellers in Q2 2026

  1. Baird Financial Group, Inc. Sold out-$2.6M
  2. Goldman Sachs Group Inc Trimmed-$1.2M
  3. Private Advisory Group LLC Trimmed-$1.2M
  4. JPMorgan Chase & Co Trimmed-$796K
  5. Susquehanna International Group, LLP Trimmed-$426K
  6. Independent Advisor Alliance Sold out-$277K
  7. Two Sigma Investments, LP Trimmed-$191K
  8. Morgan Stanley Trimmed-$164K
  9. Cetera Investment Advisers Trimmed-$96K
  10. LPL Financial LLC Trimmed-$43K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $8.4M and sold $7.0M; 12 added and 12 trimmed.

Questions about DVOL ownership

Who owns DVOL stock?
39 institutional investment managers reported DVOL positions in their Form 13F filings for Q2 2026, holding 1,544,440 shares worth $56.4M in total. Csenge Advisory Group reported the largest position.
Are funds buying or selling DVOL?
In Q2 2026, 4 managers opened new DVOL positions, 12 added, 12 trimmed and 3 sold out. Managers that filed in both quarters added a net 31,788 shares.
How current is this DVOL institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to DVOL by CUSIP. Options are left out. DVOL news and filings · DVOL insider trades · Top funds