DDFO Institutional Ownership & Shareholders
INNOV EQ DD 15 BUF ETF - OCT (DDFO) is currently held by 59 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $65.00M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Valtinson Bruner Financial Planning Llc is currently the largest disclosed institutional shareholder of DDFO tracked by InsiderSet, reporting ownership valued at approximately $11.14M 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 $11.19M, representing an estimated gain of +0.39% 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, Creative Planning, Weaver Capital Management 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
59
Total Reported Value
$65.00M
Largest Holder
Valtinson Bruner Financial Planning Llc
Largest Position
$11.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
72
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% | 485,063 | $11,141,897 | $11,185,553 | +$43,656 | +0.39% | |
| Creative Planning | 0.01% | 472,900 | $10,862,509 | $10,905,074 | +$42,565 | +0.39% | |
| Weaver Capital Management Llc | 1.64% | 376,062 | $8,638,145 | $8,671,990 | +$33,845 | +0.39% | |
| Commonwealth Equity Services, Llc | 0.00% | 129,652 | $2,978,110 | $2,989,775 | +$11,665 | +0.39% | |
| Susquehanna International Group, Llp | 0.00% | 112,082 | $2,522,965 | $2,584,611 | +$61,646 | +2.44% | |
| Southland Equity Partners Llc | 0.33% | 83,962 | $1,928,607 | $1,936,164 | +$7,557 | +0.39% | |
| Independent Financial Group, Llc | 0.03% | 71,003 | $1,630,939 | $1,637,329 | +$6,390 | +0.39% | |
| Cetera Investment Advisers | 0.00% | 65,040 | $1,464,050 | $1,499,822 | +$35,772 | +2.44% | |
| Harbour Investments, Inc. | 0.02% | 59,849 | $1,347,201 | $1,380,118 | +$32,917 | +2.44% | |
| Kingsview Wealth Management, Llc | 0.01% | 54,288 | $1,222,023 | $1,251,881 | +$29,858 | +2.44% | |
| Centaurus Financial, Inc. | 0.04% | 49,532 | $1,115,000 | $1,142,208 | +$27,208 | +2.44% | |
| Castle Rock Wealth Management, Llc | 0.20% | 45,798 | $1,058,850 | $1,056,102 | -$2,748 | -0.26% | |
| Osaic Holdings, Inc. | 0.00% | 46,811 | $1,053,716 | $1,079,462 | +$25,746 | +2.44% | |
| Pfg Advisors | 0.05% | 44,966 | $1,032,869 | $1,036,916 | +$4,047 | +0.39% | |
| Modern Wealth Management, Llc | 0.01% | 45,672 | $1,028,077 | $1,053,196 | +$25,119 | +2.44% | |
| Summit Financial, Llc | 0.01% | 37,288 | $839,353 | $859,861 | +$20,508 | +2.44% | |
| World Investment Advisors | 0.01% | 38,415 | $824,064 | $885,850 | +$61,786 | +7.50% | |
| Brookstone Capital Management | 0.01% | 32,864 | $754,886 | $757,844 | +$2,958 | +0.39% | |
| Farther Finance Advisors, Llc | 0.01% | 32,282 | $741,518 | $744,423 | +$2,905 | +0.39% | |
| Welch Financial Planning, Llc | 0.43% | 32,693 | $735,919 | $753,901 | +$17,982 | +2.44% | |
| Cornerstone Wealth Group, Llc | 0.04% | 30,425 | $698,862 | $701,601 | +$2,739 | +0.39% | |
| Clear Point Advisors Inc. | 0.42% | 26,952 | $619,087 | $621,513 | +$2,426 | +0.39% | |
| Archer Investment Corp | 0.12% | 26,753 | $602,210 | $616,924 | +$14,714 | +2.44% | |
| Atria Investments, Inc | 0.01% | 25,338 | $582,014 | $584,294 | +$2,280 | +0.39% | |
| Calton & Associates, Inc. | 0.08% | 24,517 | $551,878 | $565,362 | +$13,484 | +2.44% | |
| Old Mission Capital Llc | 0.01% | 23,758 | $534,792 | $547,859 | +$13,067 | +2.44% | |
| Dhjj Financial Advisors, Ltd. | 0.15% | 23,177 | $532,376 | $534,462 | +$2,086 | +0.39% | |
| Ars Wealth Advisors Group, Llc | 0.04% | 21,544 | $494,866 | $496,805 | +$1,939 | +0.39% | |
| Hrt Financial Lp | 0.00% | 20,997 | $472,000 | $484,191 | +$12,191 | +2.58% | |
| Grantvest Financial Group Llc | 0.27% | 20,283 | $465,901 | $467,726 | +$1,825 | +0.39% | |
| Keystone Wealth Services, Llc | 0.09% | 20,649 | $464,809 | $476,166 | +$11,357 | +2.44% | |
| Foundations Investment Advisors, Llc | 0.00% | 19,487 | $438,652 | $449,370 | +$10,718 | +2.44% | |
| Caliber Wealth Management, Llc / Ks | 0.04% | 18,354 | $413,149 | $423,243 | +$10,094 | +2.44% | |
| Kfg Wealth Management, Llc | 0.04% | 16,807 | $386,057 | $387,569 | +$1,512 | +0.39% | |
| Sigma Planning Corp | 0.01% | 16,652 | $382,496 | $383,995 | +$1,499 | +0.39% | |
| Allworth Financial Lp | 0.00% | 15,842 | $356,604 | $365,317 | +$8,713 | +2.44% | |
| Citadel Advisors Llc | 0.00% | 15,364 | $345,844 | $354,294 | +$8,450 | +2.44% | |
| Cassady Wealth & Retirement Planning, Llc | 0.15% | 14,806 | $333,283 | $341,426 | +$8,143 | +2.44% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 14,355 | $329,734 | $331,026 | +$1,292 | +0.39% | |
| Newedge Advisors, Llc | 0.00% | 13,385 | $301,296 | $308,658 | +$7,362 | +2.44% | |
| Silver Oak Securities, Incorporated | 0.02% | 12,995 | $292,517 | $299,665 | +$7,148 | +2.44% | |
| Ifp Advisors, Inc | 0.00% | 11,259 | $258,619 | $259,633 | +$1,014 | +0.39% | |
| Pitti Group Wealth Management, Llc | 0.18% | 11,150 | $250,986 | $257,119 | +$6,133 | +2.44% | |
| Koshinski Asset Management, Inc. | 0.01% | 10,646 | $244,539 | $245,497 | +$958 | +0.39% | |
| Merit Financial Group, Llc | 0.00% | 10,774 | $242,523 | $248,448 | +$5,925 | +2.44% | |
| World Equity Group, Inc. | 0.09% | 9,613 | $220,810 | $221,676 | +$866 | +0.39% | |
| Pinnacle Wealth Management Group, Inc. | 0.10% | 9,320 | $214,080 | $214,919 | +$839 | +0.39% | |
| Pallas Capital Advisors Llc | 0.01% | 9,390 | $211,369 | $216,533 | +$5,164 | +2.44% | |
| Capital Investment Advisors, Llc | 0.00% | 8,922 | $204,929 | $205,741 | +$812 | +0.40% | |
| Rothschild Investment Llc | 0.01% | 7,050 | $158,696 | $162,573 | +$3,877 | +2.44% |
Frequently asked questions about DDFO
Who are the largest institutional holders of DDFO?
The largest institutional holders of DDFO reported in the latest SEC Form 13F filings include Valtinson Bruner Financial Planning Llc, Creative Planning, Weaver Capital Management Llc, Commonwealth Equity Services, Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported DDFO position.
What is DDFO institutional ownership?
This page tracks DDFO positions reported by institutional investment managers through SEC Form 13F. INNOV EQ DD 15 BUF ETF - OCT (DDFO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDFO?
InsiderSet currently tracks 59 institutional managers reporting DDFO 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 DDFO shareholders.
How much DDFO stock do institutions own?
Institutional investment managers disclosed approximately $65.00M in DDFO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDFO institutional ownership last updated?
The latest DDFO 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 DDFO 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 DDFO position after the reporting date.
Are institutions buying or selling DDFO?
Institutional buying and selling can be analyzed by comparing DDFO positions across consecutive 13F reporting periods. InsiderSet's DDFO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDFO ownership changes.
How has DDFO institutional ownership changed over time?
InsiderSet tracks DDFO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.