DVLU Institutional Ownership & Shareholders
FIRST TRUST DRSY WRIGHT MOME (DVLU) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Virtus Wealth Solutions Llc is currently the largest disclosed institutional shareholder of DVLU tracked by InsiderSet, reporting ownership valued at approximately $11.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.36M, representing an estimated loss of -0.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed DVLU value among the investors covered in this analysis. Major shareholders include Virtus Wealth Solutions Llc, Osaic Holdings, Inc., Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FIRST TRUST DRSY WRIGHT MOME (DVLU).
This page ranks the largest institutional DVLU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$31.92M
Largest Holder
Virtus Wealth Solutions Llc
Largest Position
$11.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Virtus Wealth Solutions Llc | 1.56% | 288,316 | $11,433,186 | $11,363,081 | -$70,105 | -0.61% | |
| Osaic Holdings, Inc. | 0.01% | 199,387 | $7,909,938 | $7,858,221 | -$51,717 | -0.65% | |
| Raymond James Financial Inc | 0.00% | 102,520 | $4,065,430 | $4,040,508 | -$24,922 | -0.61% | |
| Lpl Financial Llc | 0.00% | 85,942 | $3,408,029 | $3,387,138 | -$20,891 | -0.61% | |
| Goldman Sachs Group Inc | 0.00% | 39,426 | $1,563,438 | $1,553,854 | -$9,584 | -0.61% | |
| Citadel Advisors Llc | 0.00% | 28,118 | $1,115,019 | $1,108,184 | -$6,835 | -0.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,059 | $659,517 | $672,328 | +$12,811 | +1.94% | |
| Accel Wealth Management | 0.10% | 12,251 | $473,653 | $482,835 | +$9,182 | +1.94% | |
| Janney Montgomery Scott Llc | 0.00% | 10,764 | $427,000 | $424,230 | -$2,770 | -0.65% | |
| Clear Creek Financial Management, Llc | 0.03% | 10,100 | $390,485 | $398,060 | +$7,575 | +1.94% | |
| Cetera Investment Advisers | 0.00% | 6,625 | $262,695 | $261,104 | -$1,591 | -0.61% | |
| Farther Finance Advisors, Llc | 0.00% | 4,416 | $170,731 | $174,043 | +$3,312 | +1.94% | |
| Harbour Investments, Inc. | 0.00% | 531 | $21,057 | $20,928 | -$129 | -0.61% | |
| Spire Wealth Management | 0.00% | 500 | $19,331 | $19,706 | +$375 | +1.94% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 25,600 | $990 | $1,008,945 | +$1,007,955 | +101813.60% | |
| Morgan Stanley | 0.00% | 1 | $57 | $39 | -$18 | -30.86% |
Frequently asked questions about DVLU
Who are the largest institutional holders of DVLU?
The largest institutional holders of DVLU reported in the latest SEC Form 13F filings include Virtus Wealth Solutions Llc, Osaic Holdings, Inc., Raymond James Financial Inc, Lpl Financial Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported DVLU position.
What is DVLU institutional ownership?
This page tracks DVLU positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST DRSY WRIGHT MOME (DVLU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DVLU?
InsiderSet currently tracks 16 institutional managers reporting DVLU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DVLU shareholders.
How much DVLU stock do institutions own?
Institutional investment managers disclosed approximately $31.92M in DVLU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DVLU institutional ownership last updated?
The latest DVLU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DVLU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DVLU position after the reporting date.
Are institutions buying or selling DVLU?
Institutional buying and selling can be analyzed by comparing DVLU positions across consecutive 13F reporting periods. InsiderSet's DVLU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DVLU ownership changes.
How has DVLU institutional ownership changed over time?
InsiderSet tracks DVLU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.