INVTR EQTY DD 15 BFR ETF MAY (DDFY) Institutional Ownership Changes & 13F Activity
INVTR EQTY DD 15 BFR ETF MAY (DDFY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Private Client Services, Llc, Centaurus Financial, Inc., Jane Street Group, Llc, Harbour Investments, Inc., and Commonwealth Equity Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Private Client Services, Llc | Buy | +270,104 | — | 270,104 | $5.53M | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -15,459 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Kingsview Wealth Management, Llc | Sell | -22,819 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -8,896 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Centaurus Financial, Inc. | Sell | -190,367 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Sell | -189,134 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -46,986 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -33,049 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -11,154 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| White Knight Strategic Wealth Advisors, Llc | Sell | -11,010 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,500 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -1,007 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | Sell | -24,835 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -1,951 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -31 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Sell | -153,054 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -58,165 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -11,000 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Sell | -6,200 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Benson Wealth Management Inc | Sell | -2,515 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Sell | -14,978 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 07, 2026 |
| Keystone Wealth Services, Llc | Sell | -11,957 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 05, 2026 |
| Capital Analysts, Llc | Sell | -3,394 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -36,873 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -137,555 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 29, 2026 |
| Weaver Consulting Group | Sell | -32,870 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 29, 2026 |
| Macroview Investment Management Llc | Sell | -84,664 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -22,164 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 28, 2026 |
| Benjamin Edwards Inc | Sell | -20,156 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 24, 2026 |
| Dhjj Financial Advisors, Ltd. | Sell | -9,779 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 24, 2026 |
Frequently asked questions about DDFY activity
Which institutional owners are buying DDFY?
Institutional owners buying DDFY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DDFY activity?
"Buy" means an investor increased their reported position in DDFY compared to the prior reporting period. This reflects growing exposure to INVTR EQTY DD 15 BFR ETF MAY (DDFY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DDFY increasing?
Institutional interest in DDFY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.