INNOVATO EQU DU DI 15 BU ETF (DDFS) Institutional Shareholders
INNOVATO EQU DU DI 15 BU ETF (DDFS) 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 $29.06M in DDFS holdings during the latest filing period.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of DDFS tracked by InsiderSet, reporting ownership valued at approximately $5.97M 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 $6.05M, representing an estimated gain of +1.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed DDFS value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Commonwealth Equity Services, Llc, Welch Financial Planning, Llc, and several other long-term asset managers with concentrated positions in INNOVATO EQU DU DI 15 BU ETF (DDFS).
This page ranks the largest institutional DDFS 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
43
Total Reported Value
$29.06M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$5.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.01% | 271,684 | $5,968,897 | $6,046,327 | +$77,430 | +1.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 134,038 | $2,944,810 | $2,983,016 | +$38,206 | +1.30% | |
| Welch Financial Planning, Llc | 1.15% | 89,586 | $1,968,204 | $1,993,736 | +$25,532 | +1.30% | |
| Rothschild Investment Llc | 0.05% | 57,865 | $1,271,294 | $1,287,786 | +$16,492 | +1.30% | |
| Cetera Investment Advisers | 0.00% | 55,986 | $1,230,012 | $1,245,968 | +$15,956 | +1.30% | |
| Independent Financial Group, Llc | 0.02% | 54,168 | $1,190,071 | $1,205,509 | +$15,438 | +1.30% | |
| Susquehanna International Group, Llp | 0.00% | 52,610 | $1,155,842 | $1,170,836 | +$14,994 | +1.30% | |
| Composition Wealth, Llc | 0.01% | 50,781 | $1,115,659 | $1,130,131 | +$14,472 | +1.30% | |
| Kingswood Wealth Advisors, Llc | 0.04% | 40,679 | $893,718 | $905,311 | +$11,593 | +1.30% | |
| Clearstead Advisors, Llc | 0.01% | 38,520 | $846,285 | $857,263 | +$10,978 | +1.30% | |
| Harbour Investments, Inc. | 0.01% | 32,322 | $710,114 | $719,326 | +$9,212 | +1.30% | |
| Visionary Wealth Advisors | 0.03% | 31,083 | $682,894 | $691,752 | +$8,858 | +1.30% | |
| Summit Financial, Llc | 0.01% | 30,720 | $674,918 | $683,674 | +$8,756 | +1.30% | |
| Centaurus Financial, Inc. | 0.02% | 29,061 | $638,000 | $646,753 | +$8,753 | +1.37% | |
| Brookstone Capital Management | 0.01% | 28,925 | $635,482 | $643,726 | +$8,244 | +1.30% | |
| Envestnet Asset Management Inc | 0.00% | 28,569 | $627,661 | $635,803 | +$8,142 | +1.30% | |
| Physician Wealth Advisors, Inc. | 0.07% | 28,554 | $627,332 | $635,469 | +$8,137 | +1.30% | |
| Blue Sky Capital Consultants Group, Inc. | 0.25% | 26,567 | $583,677 | $591,249 | +$7,572 | +1.30% | |
| Dynamic Advisor Solutions Llc | 0.02% | 24,430 | $536,727 | $543,690 | +$6,963 | +1.30% | |
| Foundations Investment Advisors, Llc | 0.01% | 23,662 | $519,854 | $526,598 | +$6,744 | +1.30% | |
| Hrt Financial Lp | 0.00% | 23,649 | $519,000 | $526,308 | +$7,308 | +1.41% | |
| Pallas Capital Advisors Llc | 0.01% | 19,265 | $423,252 | $428,743 | +$5,491 | +1.30% | |
| Ubs Group Ag | 0.00% | 13,370 | $293,739 | $297,549 | +$3,810 | +1.30% | |
| Beacon Financial Advisory Llc | 0.06% | 13,067 | $287,082 | $290,806 | +$3,724 | +1.30% | |
| Assuredpartners Investment Advisors, Llc | 0.03% | 12,437 | $273,241 | $276,785 | +$3,544 | +1.30% | |
| Aptus Capital Advisors, Llc | 0.00% | 11,735 | $257,818 | $261,162 | +$3,344 | +1.30% | |
| Guardian Wealth Advisors, Llc / Nc | 0.01% | 11,735 | $257,818 | $261,162 | +$3,344 | +1.30% | |
| Rps Advisory Solutions Llc | 0.17% | 11,695 | $256,939 | $260,272 | +$3,333 | +1.30% | |
| Newedge Advisors, Llc | 0.00% | 10,456 | $229,718 | $232,698 | +$2,980 | +1.30% | |
| Caliber Wealth Management, Llc / Ks | 0.02% | 9,756 | $214,339 | $217,120 | +$2,781 | +1.30% | |
| Southland Equity Partners Llc | 0.04% | 9,671 | $212,472 | $215,228 | +$2,756 | +1.30% | |
| Cra Financial Services, Llc | 0.02% | 9,500 | $208,715 | $211,423 | +$2,708 | +1.30% | |
| First Heartland Consultants, Inc. | 0.01% | 9,407 | $206,672 | $209,353 | +$2,681 | +1.30% | |
| Capital Analysts, Llc | 0.00% | 9,174 | $201,000 | $204,167 | +$3,167 | +1.58% | |
| Dhjj Financial Advisors, Ltd. | 0.03% | 5,048 | $110,905 | $112,343 | +$1,438 | +1.30% | |
| Archer Investment Corp | 0.02% | 4,053 | $89,044 | $90,200 | +$1,156 | +1.30% | |
| Ifp Advisors, Inc | 0.00% | 2,507 | $55,079 | $55,793 | +$714 | +1.30% | |
| Evolution Wealth Management Inc. | 0.03% | 2,423 | $53,233 | $53,924 | +$691 | +1.30% | |
| Noble Wealth Management Pbc | 0.02% | 1,500 | $32,955 | $33,383 | +$428 | +1.30% | |
| Barclays Plc | 0.00% | 1,158 | $25,441 | $25,771 | +$330 | +1.30% | |
| Farther Finance Advisors, Llc | 0.00% | 482 | $10,590 | $10,727 | +$137 | +1.29% | |
| Weaver Capital Management Llc | 0.00% | 442 | $9,334 | $9,837 | +$503 | +5.39% | |
| Gilpin Wealth Management, Llc | 0.01% | 400 | $8,788 | $8,902 | +$114 | +1.30% |
Frequently asked questions about DDFS
Who owns the most DDFS stock?
The largest holders of DDFS 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 INNOVATO EQU DU DI 15 BU ETF (DDFS).
Is DDFS widely held by superinvestors?
Many widely followed stocks like DDFS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DDFS 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.