INNOV EQ DD 15 BUF ETF - OCT (DDFO) Institutional Shareholders
INNOV EQ DD 15 BUF ETF - OCT (DDFO) 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 $56.89M in DDFO holdings during the latest filing period.
Valtinson Bruner Financial Planning Llc is currently the largest disclosed institutional shareholder of DDFO tracked by InsiderSet, reporting ownership valued at approximately $11.02M 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 $11.21M, representing an estimated gain of +1.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed DDFO value among the investors covered in this analysis. Major shareholders include Valtinson Bruner Financial Planning Llc, Weaver Capital Management Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in INNOV EQ DD 15 BUF ETF - OCT (DDFO).
This page ranks the largest institutional DDFO 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
54
Total Reported Value
$56.89M
Largest Holder
Valtinson Bruner Financial Planning Llc
Largest Position
$11.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Valtinson Bruner Financial Planning Llc | 2.76% | 489,751 | $11,024,295 | $11,210,009 | +$185,714 | +1.68% | |
| Weaver Capital Management Llc | 2.23% | 471,002 | $10,103,747 | $10,780,859 | +$677,112 | +6.70% | |
| Commonwealth Equity Services, Llc | 0.01% | 273,383 | $6,153,850 | $6,257,518 | +$103,668 | +1.68% | |
| Susquehanna International Group, Llp | 0.00% | 112,082 | $2,522,965 | $2,565,467 | +$42,502 | +1.68% | |
| Southland Equity Partners Llc | 0.33% | 83,962 | $1,889,985 | $1,921,823 | +$31,838 | +1.68% | |
| Cetera Investment Advisers | 0.00% | 65,040 | $1,464,050 | $1,488,714 | +$24,664 | +1.68% | |
| Harbour Investments, Inc. | 0.02% | 59,849 | $1,347,201 | $1,369,896 | +$22,695 | +1.68% | |
| Kingsview Wealth Management, Llc | 0.01% | 54,288 | $1,222,023 | $1,242,609 | +$20,586 | +1.68% | |
| Centaurus Financial, Inc. | 0.04% | 49,532 | $1,115,000 | $1,133,748 | +$18,748 | +1.68% | |
| Osaic Holdings, Inc. | 0.00% | 46,811 | $1,053,716 | $1,071,466 | +$17,750 | +1.68% | |
| Castle Rock Wealth Management, Llc | 0.20% | 45,848 | $1,030,205 | $1,049,424 | +$19,219 | +1.87% | |
| Modern Wealth Management, Llc | 0.01% | 45,672 | $1,028,077 | $1,045,396 | +$17,319 | +1.68% | |
| Independent Financial Group, Llc | 0.02% | 40,264 | $906,343 | $921,611 | +$15,268 | +1.68% | |
| Summit Financial, Llc | 0.01% | 37,288 | $839,353 | $853,492 | +$14,139 | +1.68% | |
| World Investment Advisors | 0.01% | 38,415 | $824,064 | $879,289 | +$55,225 | +6.70% | |
| Welch Financial Planning, Llc | 0.43% | 32,693 | $735,919 | $748,317 | +$12,398 | +1.68% | |
| Farther Finance Advisors, Llc | 0.01% | 31,795 | $715,705 | $727,762 | +$12,057 | +1.68% | |
| Cornerstone Wealth Group, Llc | 0.04% | 30,425 | $684,867 | $696,404 | +$11,537 | +1.68% | |
| Atria Investments, Inc | 0.01% | 29,757 | $669,830 | $681,114 | +$11,284 | +1.68% | |
| World Equity Group, Inc. | 0.15% | 29,757 | $669,829 | $681,114 | +$11,285 | +1.68% | |
| Ifp Advisors, Inc | 0.01% | 29,079 | $654,568 | $665,595 | +$11,027 | +1.68% | |
| Archer Investment Corp | 0.12% | 26,753 | $602,210 | $612,355 | +$10,145 | +1.68% | |
| Calton & Associates, Inc. | 0.08% | 24,517 | $551,878 | $561,175 | +$9,297 | +1.68% | |
| Brookstone Capital Management | 0.01% | 24,030 | $540,915 | $550,027 | +$9,112 | +1.68% | |
| Old Mission Capital Llc | 0.01% | 23,758 | $534,792 | $543,802 | +$9,010 | +1.68% | |
| Financial Solutions Advisory Group, Inc. | 0.07% | 23,291 | $525,329 | $533,112 | +$7,783 | +1.48% | |
| Dhjj Financial Advisors, Ltd. | 0.15% | 23,177 | $521,715 | $530,503 | +$8,788 | +1.68% | |
| Hrt Financial Lp | 0.00% | 20,997 | $472,000 | $480,605 | +$8,605 | +1.82% | |
| Keystone Wealth Services, Llc | 0.09% | 20,649 | $464,809 | $472,639 | +$7,830 | +1.68% | |
| Grantvest Financial Group Llc | 0.26% | 20,283 | $456,570 | $464,262 | +$7,692 | +1.68% | |
| Foundations Investment Advisors, Llc | 0.00% | 19,487 | $438,652 | $446,042 | +$7,390 | +1.68% | |
| Caliber Wealth Management, Llc / Ks | 0.04% | 18,354 | $413,149 | $420,108 | +$6,959 | +1.68% | |
| Kfg Wealth Management, Llc | 0.04% | 16,807 | $378,326 | $384,699 | +$6,373 | +1.68% | |
| Sigma Planning Corp | 0.01% | 16,652 | $374,837 | $381,151 | +$6,314 | +1.68% | |
| Allworth Financial Lp | 0.00% | 15,842 | $356,604 | $362,611 | +$6,007 | +1.68% | |
| Citadel Advisors Llc | 0.00% | 15,364 | $345,844 | $351,670 | +$5,826 | +1.68% | |
| Cassady Wealth & Retirement Planning, Llc | 0.15% | 14,806 | $333,283 | $338,897 | +$5,614 | +1.68% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 13,777 | $310,120 | $315,345 | +$5,225 | +1.68% | |
| Newedge Advisors, Llc | 0.00% | 13,385 | $301,296 | $306,372 | +$5,076 | +1.68% | |
| Integrity Alliance, Llc. | 0.01% | 13,237 | $297,965 | $302,984 | +$5,019 | +1.68% | |
| Silver Oak Securities, Incorporated | 0.02% | 12,995 | $292,517 | $297,445 | +$4,928 | +1.68% | |
| Pitti Group Wealth Management, Llc | 0.18% | 11,150 | $250,986 | $255,215 | +$4,229 | +1.68% | |
| Merit Financial Group, Llc | 0.00% | 10,774 | $242,523 | $246,608 | +$4,085 | +1.68% | |
| Koshinski Asset Management, Inc. | 0.01% | 10,646 | $239,641 | $243,678 | +$4,037 | +1.68% | |
| Pallas Capital Advisors Llc | 0.01% | 9,390 | $211,369 | $214,930 | +$3,561 | +1.68% | |
| Pinnacle Wealth Management Group, Inc. | 0.10% | 9,320 | $209,793 | $213,327 | +$3,534 | +1.68% | |
| Capital Investment Advisors, Llc | 0.00% | 8,922 | $200,825 | $204,217 | +$3,392 | +1.69% | |
| Rothschild Investment Llc | 0.01% | 7,050 | $158,696 | $161,369 | +$2,673 | +1.68% | |
| Barclays Plc | 0.00% | 4,065 | $91,503 | $93,045 | +$1,542 | +1.68% | |
| Aptus Capital Advisors, Llc | 0.00% | 3,250 | $73,158 | $74,390 | +$1,232 | +1.68% |
Frequently asked questions about DDFO
Who owns the most DDFO stock?
The largest holders of DDFO 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 INNOV EQ DD 15 BUF ETF - OCT (DDFO).
Is DDFO widely held by superinvestors?
Many widely followed stocks like DDFO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DDFO 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.