DDFJ Institutional Ownership & Shareholders
INNOVATOR ED D15 BUFF JAN (DDFJ) is currently held by 52 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $43.83M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Elmwood Wealth Management, Inc. is currently the largest disclosed institutional shareholder of DDFJ tracked by InsiderSet, reporting ownership valued at approximately $5.29M in its September 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 $5.30M, representing an estimated gain of +0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed DDFJ value among the investors covered in this analysis. Major shareholders include Elmwood Wealth Management, Inc., Benjamin Edwards Inc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR ED D15 BUFF JAN (DDFJ).
This page ranks the largest institutional DDFJ 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
52
Total Reported Value
$43.83M
Largest Holder
Elmwood Wealth Management, Inc.
Largest Position
$5.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | 1.27% | 262,499 | $5,286,704 | $5,297,177 | +$10,473 | +0.20% | |
| Benjamin Edwards Inc | 0.04% | 208,114 | $4,114,373 | $4,199,699 | +$85,326 | +2.07% | |
| Commonwealth Equity Services, Llc | 0.00% | 157,578 | $3,115,320 | $3,179,893 | +$64,573 | +2.07% | |
| Welch Financial Planning, Llc | 1.77% | 153,661 | $3,037,878 | $3,100,848 | +$62,970 | +2.07% | |
| Archer Investment Corp | 0.46% | 121,647 | $2,404,961 | $2,454,812 | +$49,851 | +2.07% | |
| Composition Wealth, Llc | 0.02% | 100,329 | $1,983,504 | $2,024,619 | +$41,115 | +2.07% | |
| Jdm Financial Group Llc | 0.64% | 95,040 | $1,878,941 | $1,917,888 | +$38,947 | +2.07% | |
| Cetera Investment Advisers | 0.00% | 92,990 | $1,838,412 | $1,876,520 | +$38,108 | +2.07% | |
| Corrado Advisors, Llc | 0.79% | 79,194 | $1,594,960 | $1,598,119 | +$3,159 | +0.20% | |
| Bluestem Wealth Partners, Llc | 0.16% | 79,982 | $1,581,244 | $1,614,021 | +$32,777 | +2.07% | |
| Ima Advisory Services, Inc. | 0.09% | 75,750 | $1,497,578 | $1,528,620 | +$31,042 | +2.07% | |
| Ars Wealth Advisors Group, Llc | 0.10% | 71,577 | $1,441,554 | $1,444,410 | +$2,856 | +0.20% | |
| Coordinated Financial Services, Inc. | 0.83% | 76,750 | $1,439,830 | $1,548,800 | +$108,970 | +7.57% | |
| Independent Financial Group, Llc | 0.02% | 52,542 | $1,058,191 | $1,060,287 | +$2,096 | +0.20% | |
| Newedge Advisors, Llc | 0.00% | 50,037 | $989,231 | $1,009,737 | +$20,506 | +2.07% | |
| Susquehanna International Group, Llp | 0.00% | 47,933 | $947,635 | $967,278 | +$19,643 | +2.07% | |
| Kraematon Investment Advisors, Inc | 0.56% | 37,750 | $746,318 | $761,787 | +$15,469 | +2.07% | |
| Hofer & Associates. Inc | 0.51% | 36,193 | $728,923 | $730,368 | +$1,445 | +0.20% | |
| Red Crane Wealth Management, Llc | 0.51% | 36,193 | $728,923 | $730,368 | +$1,445 | +0.20% | |
| Trek Financial, Llc | 0.03% | 30,870 | $621,719 | $622,950 | +$1,231 | +0.20% | |
| Cassady Wealth & Retirement Planning, Llc | 0.28% | 30,290 | $598,833 | $611,246 | +$12,413 | +2.07% | |
| Act Advisors, Llc. | 0.18% | 27,986 | $563,635 | $564,752 | +$1,117 | +0.20% | |
| Hrt Financial Lp | 0.00% | 24,742 | $489,000 | $499,289 | +$10,289 | +2.10% | |
| Kestra Advisory Services, Llc | 0.00% | 23,450 | $463,607 | $473,216 | +$9,609 | +2.07% | |
| Weaver Capital Management Llc | 0.09% | 22,282 | $448,758 | $449,646 | +$888 | +0.20% | |
| Cardinal Point Capital Management Ulc | 0.02% | 21,200 | $426,966 | $427,812 | +$846 | +0.20% | |
| Range Financial Group Llc | 0.12% | 21,131 | $425,576 | $426,419 | +$843 | +0.20% | |
| Aptus Capital Advisors, Llc | 0.00% | 18,750 | $370,688 | $378,371 | +$7,683 | +2.07% | |
| Guardian Wealth Advisors, Llc / Nc | 0.02% | 18,750 | $370,688 | $378,371 | +$7,683 | +2.07% | |
| Keystone Wealth Services, Llc | 0.06% | 16,557 | $327,332 | $334,117 | +$6,785 | +2.07% | |
| Soltis Investment Advisors Llc | 0.01% | 15,632 | $314,827 | $315,451 | +$624 | +0.20% | |
| Allworth Financial Lp | 0.00% | 15,867 | $313,691 | $320,193 | +$6,502 | +2.07% | |
| Dhjj Financial Advisors, Ltd. | 0.08% | 14,608 | $294,204 | $294,787 | +$583 | +0.20% | |
| Kingsview Wealth Management, Llc | 0.00% | 14,380 | $284,293 | $290,186 | +$5,893 | +2.07% | |
| Principal Securities, Inc. | 0.00% | 13,944 | $275,673 | $281,387 | +$5,714 | +2.07% | |
| Citadel Advisors Llc | 0.00% | 12,872 | $254,479 | $259,754 | +$5,275 | +2.07% | |
| Harbour Investments, Inc. | 0.00% | 12,512 | $247,362 | $252,490 | +$5,128 | +2.07% | |
| Visionary Wealth Advisors | 0.01% | 12,189 | $240,977 | $245,972 | +$4,995 | +2.07% | |
| Southland Equity Partners Llc | 0.04% | 11,160 | $224,761 | $225,207 | +$446 | +0.20% | |
| Centaurus Financial, Inc. | 0.01% | 8,603 | $170,000 | $173,607 | +$3,607 | +2.12% | |
| Innovative Asset Advisors Group, Llc | 0.07% | 8,046 | $159,069 | $162,367 | +$3,298 | +2.07% | |
| Cape Investment Advisory, Inc. | 0.04% | 7,742 | $155,923 | $156,232 | +$309 | +0.20% | |
| Arax Advisory Partners | 0.00% | 5,200 | $102,804 | $104,935 | +$2,131 | +2.07% | |
| Physician Wealth Advisors, Inc. | 0.01% | 5,000 | $100,700 | $100,899 | +$199 | +0.20% | |
| Ubs Group Ag | 0.00% | 4,075 | $80,563 | $82,233 | +$1,670 | +2.07% | |
| Gilpin Wealth Management, Llc | 0.02% | 1,600 | $32,224 | $32,288 | +$64 | +0.20% | |
| Waverly Advisors, Llc | 0.00% | 1,046 | $20,679 | $21,108 | +$429 | +2.07% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,000 | $19,770 | $20,180 | +$410 | +2.07% | |
| Osaic Holdings, Inc. | 0.00% | 750 | $14,828 | $15,135 | +$307 | +2.07% | |
| Ifp Advisors, Inc | 0.00% | 481 | $9,687 | $9,706 | +$19 | +0.20% |
Frequently asked questions about DDFJ
Who are the largest institutional holders of DDFJ?
The largest institutional holders of DDFJ reported in the latest SEC Form 13F filings include Elmwood Wealth Management, Inc., Benjamin Edwards Inc, Commonwealth Equity Services, Llc, Welch Financial Planning, Llc, and Archer Investment Corp. InsiderSet ranks institutional holders by their latest reported DDFJ position.
What is DDFJ institutional ownership?
This page tracks DDFJ positions reported by institutional investment managers through SEC Form 13F. INNOVATOR ED D15 BUFF JAN (DDFJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDFJ?
InsiderSet currently tracks 52 institutional managers reporting DDFJ 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 DDFJ shareholders.
How much DDFJ stock do institutions own?
Institutional investment managers disclosed approximately $43.83M in DDFJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDFJ institutional ownership last updated?
The latest DDFJ 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 DDFJ 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 DDFJ position after the reporting date.
Are institutions buying or selling DDFJ?
Institutional buying and selling can be analyzed by comparing DDFJ positions across consecutive 13F reporting periods. InsiderSet's DDFJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDFJ ownership changes.
How has DDFJ institutional ownership changed over time?
InsiderSet tracks DDFJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.