DDFA Institutional Ownership & Shareholders
INVTR EQT DD 15 BFR ETF APRL (DDFA) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $84.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allworth Financial Lp is currently the largest disclosed institutional shareholder of DDFA tracked by InsiderSet, reporting ownership valued at approximately $50.45M 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 $51.48M, representing an estimated gain of +2.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed DDFA value among the investors covered in this analysis. Major shareholders include Allworth Financial Lp, Signaturefd, Llc, Brookstone Capital Management, and several other long-term asset managers with concentrated positions in INVTR EQT DD 15 BFR ETF APRL (DDFA).
This page ranks the largest institutional DDFA 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
35
Total Reported Value
$84.37M
Largest Holder
Allworth Financial Lp
Largest Position
$50.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allworth Financial Lp | 0.21% | 2,497,512 | $50,449,743 | $51,480,466 | +$1,030,723 | +2.04% | |
| Signaturefd, Llc | 0.11% | 399,063 | $8,218,224 | $8,225,766 | +$7,542 | +0.09% | |
| Brookstone Capital Management | 0.03% | 146,497 | $3,016,930 | $3,019,699 | +$2,769 | +0.09% | |
| Commonwealth Equity Services, Llc | 0.00% | 98,995 | $1,999,700 | $2,040,554 | +$40,854 | +2.04% | |
| Jane Street Group, Llc | 0.00% | 89,521 | $1,808,324 | $1,845,270 | +$36,946 | +2.04% | |
| Centaurus Financial, Inc. | 0.07% | 87,567 | $1,769,000 | $1,804,992 | +$35,992 | +2.03% | |
| Virtue Capital Management, Llc | 0.23% | 85,417 | $1,759,061 | $1,760,675 | +$1,614 | +0.09% | |
| Independent Financial Group, Llc | 0.03% | 82,076 | $1,690,257 | $1,691,808 | +$1,551 | +0.09% | |
| Benson Wealth Management Inc | 1.62% | 79,641 | $1,608,748 | $1,641,616 | +$32,868 | +2.04% | |
| Wpwealth Llp | 0.17% | 55,226 | $1,115,565 | $1,138,357 | +$22,792 | +2.04% | |
| B.O.S.S. Retirement Advisors, Llc | 0.28% | 46,529 | $958,199 | $959,088 | +$889 | +0.09% | |
| Envestnet Asset Management Inc | 0.00% | 43,753 | $883,811 | $901,867 | +$18,056 | +2.04% | |
| Susquehanna International Group, Llp | 0.00% | 41,416 | $836,603 | $853,696 | +$17,093 | +2.04% | |
| Mml Investors Services, Llc | 0.00% | 40,921 | $826,604 | $843,492 | +$16,888 | +2.04% | |
| Caliber Wealth Management, Llc / Ks | 0.07% | 35,930 | $725,786 | $740,614 | +$14,828 | +2.04% | |
| Ars Wealth Advisors Group, Llc | 0.05% | 35,082 | $722,472 | $723,135 | +$663 | +0.09% | |
| Composition Wealth, Llc | 0.01% | 33,734 | $681,427 | $695,349 | +$13,922 | +2.04% | |
| Silver Oak Securities, Incorporated | 0.04% | 33,552 | $677,750 | $691,597 | +$13,847 | +2.04% | |
| Archer Investment Corp | 0.12% | 31,988 | $646,158 | $659,359 | +$13,201 | +2.04% | |
| Southland Equity Partners Llc | 0.11% | 31,209 | $642,712 | $643,302 | +$590 | +0.09% | |
| Cetera Investment Advisers | 0.00% | 31,318 | $632,624 | $645,549 | +$12,925 | +2.04% | |
| Dhjj Financial Advisors, Ltd. | 0.12% | 20,398 | $420,073 | $420,458 | +$385 | +0.09% | |
| Beacon Pointe Advisors, Llc | 0.00% | 18,850 | $380,770 | $388,549 | +$7,779 | +2.04% | |
| Kingsview Wealth Management, Llc | 0.00% | 18,723 | $378,205 | $385,932 | +$7,727 | +2.04% | |
| Sagespring Wealth Partners, Llc | 0.01% | 17,243 | $355,095 | $355,425 | +$330 | +0.09% | |
| Ifp Advisors, Inc | 0.01% | 16,065 | $330,839 | $331,143 | +$304 | +0.09% | |
| Cape Investment Advisory, Inc. | 0.08% | 14,515 | $298,919 | $299,193 | +$274 | +0.09% | |
| Ausdal Financial Partners, Inc. | 0.01% | 12,244 | $247,329 | $252,382 | +$5,053 | +2.04% | |
| Harbour Investments, Inc. | 0.00% | 6,747 | $136,289 | $139,074 | +$2,785 | +2.04% | |
| Ima Advisory Services, Inc. | 0.01% | 4,000 | $80,800 | $82,451 | +$1,651 | +2.04% | |
| Gilpin Wealth Management, Llc | 0.03% | 1,840 | $37,893 | $37,927 | +$34 | +0.09% | |
| Noble Wealth Management Pbc | 0.01% | 1,250 | $25,742 | $25,766 | +$24 | +0.09% | |
| Waverly Advisors, Llc | 0.00% | 377 | $7,615 | $7,771 | +$156 | +2.05% | |
| Ubs Group Ag | 0.00% | 99 | $2,000 | $2,041 | +$41 | +2.03% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 67,824 | $1,370 | $1,398,036 | +$1,396,666 | +101946.41% |
Frequently asked questions about DDFA
Who are the largest institutional holders of DDFA?
The largest institutional holders of DDFA reported in the latest SEC Form 13F filings include Allworth Financial Lp, Signaturefd, Llc, Brookstone Capital Management, Commonwealth Equity Services, Llc, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported DDFA position.
What is DDFA institutional ownership?
This page tracks DDFA positions reported by institutional investment managers through SEC Form 13F. INVTR EQT DD 15 BFR ETF APRL (DDFA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDFA?
InsiderSet currently tracks 35 institutional managers reporting DDFA 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 DDFA shareholders.
How much DDFA stock do institutions own?
Institutional investment managers disclosed approximately $84.37M in DDFA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDFA institutional ownership last updated?
The latest DDFA 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 DDFA 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 DDFA position after the reporting date.
Are institutions buying or selling DDFA?
Institutional buying and selling can be analyzed by comparing DDFA positions across consecutive 13F reporting periods. InsiderSet's DDFA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDFA ownership changes.
How has DDFA institutional ownership changed over time?
InsiderSet tracks DDFA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.