INVTR EQ D DI 15 B ETF - JUL (DDFL) Institutional Shareholders
INVTR EQ D DI 15 B ETF - JUL (DDFL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $45.17M in DDFL holdings during the latest filing period.
Centaurus Financial, Inc. is currently the largest disclosed institutional shareholder of DDFL tracked by InsiderSet, reporting ownership valued at approximately $7.39M 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 $7.51M, representing an estimated gain of +1.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed DDFL value among the investors covered in this analysis. Major shareholders include Centaurus Financial, Inc., Commonwealth Equity Services, Llc, Southland Equity Partners Llc, and several other long-term asset managers with concentrated positions in INVTR EQ D DI 15 B ETF - JUL (DDFL).
This page ranks the largest institutional DDFL 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
49
Total Reported Value
$45.17M
Largest Holder
Centaurus Financial, Inc.
Largest Position
$7.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 0.29% | 347,995 | $7,388,000 | $7,506,252 | +$118,252 | +1.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 178,812 | $3,796,180 | $3,856,975 | +$60,795 | +1.60% | |
| Southland Equity Partners Llc | 0.63% | 169,864 | $3,606,213 | $3,663,966 | +$57,753 | +1.60% | |
| Corrado Advisors, Llc | 1.37% | 139,927 | $2,970,651 | $3,018,225 | +$47,574 | +1.60% | |
| Harbour Investments, Inc. | 0.03% | 117,997 | $2,505,076 | $2,545,195 | +$40,119 | +1.60% | |
| Diligent Investors, Llc | 0.54% | 114,998 | $2,441,408 | $2,480,507 | +$39,099 | +1.60% | |
| Signaturefd, Llc | 0.03% | 94,206 | $1,999,993 | $2,032,023 | +$32,030 | +1.60% | |
| Welch Financial Planning, Llc | 1.06% | 85,711 | $1,819,645 | $1,848,786 | +$29,141 | +1.60% | |
| Farther Finance Advisors, Llc | 0.01% | 80,018 | $1,698,782 | $1,725,988 | +$27,206 | +1.60% | |
| Newedge Advisors, Llc | 0.00% | 57,235 | $1,215,099 | $1,234,559 | +$19,460 | +1.60% | |
| Retirement Guys Formula Llc | 0.45% | 55,727 | $1,183,084 | $1,202,031 | +$18,947 | +1.60% | |
| Cetera Investment Advisers | 0.00% | 45,771 | $971,718 | $987,280 | +$15,562 | +1.60% | |
| World Investment Advisors | 0.02% | 46,309 | $967,194 | $998,885 | +$31,691 | +3.28% | |
| Kfg Wealth Management, Llc | 0.11% | 44,438 | $943,419 | $958,528 | +$15,109 | +1.60% | |
| Susquehanna International Group, Llp | 0.00% | 40,880 | $867,882 | $881,782 | +$13,900 | +1.60% | |
| Benjamin Edwards Inc | 0.01% | 36,380 | $772,347 | $784,717 | +$12,370 | +1.60% | |
| Summit Financial, Llc | 0.01% | 34,350 | $729,251 | $740,930 | +$11,679 | +1.60% | |
| Ars Wealth Advisors Group, Llc | 0.06% | 34,100 | $723,943 | $735,537 | +$11,594 | +1.60% | |
| Sigma Planning Corp | 0.02% | 32,119 | $681,886 | $692,807 | +$10,921 | +1.60% | |
| Composition Wealth, Llc | 0.01% | 31,720 | $673,416 | $684,200 | +$10,784 | +1.60% | |
| Strategic Blueprint, Llc | 0.03% | 31,513 | $669,021 | $679,735 | +$10,714 | +1.60% | |
| Act Advisors, Llc. | 0.21% | 30,266 | $642,547 | $652,838 | +$10,291 | +1.60% | |
| Kestra Advisory Services, Llc | 0.00% | 27,157 | $576,543 | $585,776 | +$9,233 | +1.60% | |
| Envestnet Asset Management Inc | 0.00% | 25,653 | $544,613 | $553,335 | +$8,722 | +1.60% | |
| Dynamic Advisor Solutions Llc | 0.02% | 25,075 | $532,342 | $540,868 | +$8,526 | +1.60% | |
| Red Crane Wealth Management, Llc | 0.31% | 19,664 | $417,467 | $424,152 | +$6,685 | +1.60% | |
| Castle Rock Wealth Management, Llc | 0.08% | 19,019 | $403,393 | $410,240 | +$6,847 | +1.70% | |
| Silver Oak Securities, Incorporated | 0.02% | 18,927 | $401,820 | $408,255 | +$6,435 | +1.60% | |
| Bip Wealth, Llc | 0.01% | 17,405 | $369,508 | $375,426 | +$5,918 | +1.60% | |
| Citadel Advisors Llc | 0.00% | 15,859 | $336,687 | $342,079 | +$5,392 | +1.60% | |
| Hbw Advisory Services Llc | 0.03% | 13,582 | $288,346 | $292,964 | +$4,618 | +1.60% | |
| Pinnacle Wealth Management Group, Inc. | 0.13% | 12,630 | $268,135 | $272,429 | +$4,294 | +1.60% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 11,659 | $247,521 | $251,485 | +$3,964 | +1.60% | |
| Core Wealth Advisors, Inc. | 0.05% | 10,937 | $232,193 | $235,911 | +$3,718 | +1.60% | |
| Cassady Wealth & Retirement Planning, Llc | 0.11% | 10,694 | $227,034 | $230,670 | +$3,636 | +1.60% | |
| Applied Capital Llc | 0.07% | 9,964 | $211,543 | $214,923 | +$3,380 | +1.60% | |
| Mml Investors Services, Llc | 0.00% | 9,960 | $211,451 | $214,837 | +$3,386 | +1.60% | |
| Evolution Wealth Management Inc. | 0.09% | 7,279 | $154,533 | $157,008 | +$2,475 | +1.60% | |
| Physician Wealth Advisors, Inc. | 0.01% | 4,294 | $91,162 | $92,622 | +$1,460 | +1.60% | |
| Red Reef Advisors Llc | 0.08% | 4,208 | $89,336 | $90,767 | +$1,431 | +1.60% | |
| Dhjj Financial Advisors, Ltd. | 0.02% | 3,643 | $77,341 | $78,580 | +$1,239 | +1.60% | |
| Barclays Plc | 0.00% | 2,935 | $62,310 | $63,308 | +$998 | +1.60% | |
| Rothschild Investment Llc | 0.00% | 2,500 | $53,075 | $53,925 | +$850 | +1.60% | |
| Nbc Securities, Inc. | 0.00% | 2,180 | $46,281 | $47,023 | +$742 | +1.60% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,750 | $37,153 | $37,748 | +$595 | +1.60% | |
| Noble Wealth Management Pbc | 0.01% | 720 | $15,286 | $15,530 | +$244 | +1.60% | |
| Gilpin Wealth Management, Llc | 0.01% | 400 | $8,492 | $8,628 | +$136 | +1.60% | |
| Ifp Advisors, Inc | 0.00% | 120 | $2,548 | $2,588 | +$40 | +1.59% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 18,429 | $391 | $397,514 | +$397,123 | +101565.86% |
Frequently asked questions about DDFL
Who owns the most DDFL stock?
The largest holders of DDFL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVTR EQ D DI 15 B ETF - JUL (DDFL).
Is DDFL widely held by superinvestors?
Many widely followed stocks like DDFL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DDFL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.