DDFL Institutional Ownership & Shareholders
INVTR EQ D DI 15 B ETF - JUL (DDFL) is currently held by 65 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $58.53M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
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 +1.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
65
Total Reported Value
$58.53M
Largest Holder
Centaurus Financial, Inc.
Largest Position
$7.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
77
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 | $7,514,674 | +$126,674 | +1.71% | |
| Commonwealth Equity Services, Llc | 0.01% | 231,056 | $4,998,890 | $4,989,469 | -$9,421 | -0.19% | |
| Southland Equity Partners Llc | 0.63% | 169,864 | $3,675,008 | $3,668,077 | -$6,931 | -0.19% | |
| Corrado Advisors, Llc | 1.46% | 136,865 | $2,961,075 | $2,955,490 | -$5,585 | -0.19% | |
| Diligent Investors, Llc | 0.56% | 118,448 | $2,562,623 | $2,557,790 | -$4,833 | -0.19% | |
| Harbour Investments, Inc. | 0.03% | 117,997 | $2,505,076 | $2,548,051 | +$42,975 | +1.72% | |
| Sigma Planning Corp | 0.06% | 109,106 | $2,360,508 | $2,356,057 | -$4,451 | -0.19% | |
| Signaturefd, Llc | 0.03% | 94,206 | $2,038,147 | $2,034,303 | -$3,844 | -0.19% | |
| Welch Financial Planning, Llc | 1.06% | 85,711 | $1,819,645 | $1,850,860 | +$31,215 | +1.72% | |
| Farther Finance Advisors, Llc | 0.01% | 83,161 | $1,799,187 | $1,795,795 | -$3,392 | -0.19% | |
| Macroview Investment Management Llc | 1.05% | 80,614 | $1,744,084 | $1,740,795 | -$3,289 | -0.19% | |
| Kestra Advisory Services, Llc | 0.00% | 69,290 | $1,499,089 | $1,496,262 | -$2,827 | -0.19% | |
| Independent Financial Group, Llc | 0.02% | 62,394 | $1,349,894 | $1,347,349 | -$2,545 | -0.19% | |
| Newedge Advisors, Llc | 0.00% | 57,235 | $1,215,099 | $1,235,944 | +$20,845 | +1.72% | |
| Retirement Guys Formula Llc | 0.45% | 55,452 | $1,199,704 | $1,197,442 | -$2,262 | -0.19% | |
| Ars Wealth Advisors Group, Llc | 0.07% | 45,207 | $978,054 | $976,209 | -$1,845 | -0.19% | |
| Cetera Investment Advisers | 0.00% | 45,771 | $971,718 | $988,388 | +$16,670 | +1.72% | |
| World Investment Advisors | 0.02% | 46,309 | $967,194 | $1,000,006 | +$32,812 | +3.39% | |
| Kfg Wealth Management, Llc | 0.10% | 43,839 | $948,446 | $946,668 | -$1,778 | -0.19% | |
| Susquehanna International Group, Llp | 0.00% | 40,880 | $867,882 | $882,771 | +$14,889 | +1.72% | |
| Benjamin Edwards Inc | 0.01% | 36,380 | $772,347 | $785,597 | +$13,250 | +1.72% | |
| Clear Point Advisors Inc. | 0.52% | 35,119 | $759,800 | $758,367 | -$1,433 | -0.19% | |
| Summit Financial, Llc | 0.01% | 34,350 | $729,251 | $741,761 | +$12,510 | +1.72% | |
| Long Island Wealth Management, Inc. | 0.27% | 32,319 | $699,222 | $697,903 | -$1,319 | -0.19% | |
| Strategic Blueprint, Llc | 0.03% | 31,513 | $681,784 | $680,498 | -$1,286 | -0.19% | |
| Composition Wealth, Llc | 0.01% | 31,720 | $673,416 | $684,968 | +$11,552 | +1.72% | |
| Act Advisors, Llc. | 0.21% | 30,266 | $654,805 | $653,570 | -$1,235 | -0.19% | |
| Brookstone Capital Management | 0.01% | 28,545 | $617,571 | $616,406 | -$1,165 | -0.19% | |
| Sagespring Wealth Partners, Llc | 0.01% | 27,115 | $586,625 | $585,527 | -$1,098 | -0.19% | |
| Envestnet Asset Management Inc | 0.00% | 25,653 | $544,613 | $553,956 | +$9,343 | +1.72% | |
| Dynamic Advisor Solutions Llc | 0.02% | 25,075 | $542,498 | $541,475 | -$1,023 | -0.19% | |
| Hofer & Associates. Inc | 0.34% | 22,487 | $486,506 | $485,589 | -$917 | -0.19% | |
| Red Crane Wealth Management, Llc | 0.34% | 22,487 | $486,506 | $485,589 | -$917 | -0.19% | |
| Castle Rock Wealth Management, Llc | 0.08% | 19,019 | $414,337 | $410,700 | -$3,637 | -0.88% | |
| Silver Oak Securities, Incorporated | 0.02% | 18,927 | $401,820 | $408,713 | +$6,893 | +1.72% | |
| Virtue Capital Management, Llc | 0.05% | 18,547 | $401,264 | $400,508 | -$756 | -0.19% | |
| Chris Bulman Inc | 0.14% | 18,067 | $390,879 | $390,142 | -$737 | -0.19% | |
| Citadel Advisors Llc | 0.00% | 15,859 | $336,687 | $342,462 | +$5,775 | +1.72% | |
| Bip Wealth, Llc | 0.01% | 14,270 | $308,731 | $308,149 | -$582 | -0.19% | |
| Hbw Advisory Services Llc | 0.03% | 13,582 | $293,847 | $293,292 | -$555 | -0.19% | |
| Dhjj Financial Advisors, Ltd. | 0.08% | 12,850 | $278,010 | $277,485 | -$525 | -0.19% | |
| Pinnacle Wealth Management Group, Inc. | 0.13% | 12,630 | $273,250 | $272,735 | -$515 | -0.19% | |
| Trustbank | 0.08% | 12,300 | $266,111 | $265,609 | -$502 | -0.19% | |
| Trek Financial, Llc | 0.01% | 12,106 | $261,913 | $261,419 | -$494 | -0.19% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 11,659 | $247,521 | $251,767 | +$4,246 | +1.72% | |
| Redhawk Wealth Advisors, Inc. | 0.02% | 10,919 | $236,224 | $235,787 | -$437 | -0.18% | |
| Core Wealth Advisors, Inc. | 0.05% | 10,937 | $232,193 | $236,176 | +$3,983 | +1.72% | |
| Cassady Wealth & Retirement Planning, Llc | 0.11% | 10,694 | $227,034 | $230,928 | +$3,894 | +1.72% | |
| Axxcess Wealth Management, Llc | 0.01% | 10,071 | $217,886 | $217,475 | -$411 | -0.19% | |
| Applied Capital Llc | 0.07% | 9,964 | $211,543 | $215,165 | +$3,622 | +1.71% |
Frequently asked questions about DDFL
Who are the largest institutional holders of DDFL?
The largest institutional holders of DDFL reported in the latest SEC Form 13F filings include Centaurus Financial, Inc., Commonwealth Equity Services, Llc, Southland Equity Partners Llc, Corrado Advisors, Llc, and Diligent Investors, Llc. InsiderSet ranks institutional holders by their latest reported DDFL position.
What is DDFL institutional ownership?
This page tracks DDFL positions reported by institutional investment managers through SEC Form 13F. INVTR EQ D DI 15 B ETF - JUL (DDFL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDFL?
InsiderSet currently tracks 65 institutional managers reporting DDFL 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 DDFL shareholders.
How much DDFL stock do institutions own?
Institutional investment managers disclosed approximately $58.53M in DDFL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDFL institutional ownership last updated?
The latest DDFL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 DDFL 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 DDFL position after the reporting date.
Are institutions buying or selling DDFL?
Institutional buying and selling can be analyzed by comparing DDFL positions across consecutive 13F reporting periods. InsiderSet's DDFL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDFL ownership changes.
How has DDFL institutional ownership changed over time?
InsiderSet tracks DDFL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.