INVTR EQTY DD 15 BFR ETF MAY (DDFY) Institutional Shareholders
INVTR EQTY DD 15 BFR ETF MAY (DDFY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026. The institutional investors covered on this page collectively reported approximately $32.45M in DDFY holdings during the latest filing period.
Private Client Services, Llc is currently the largest disclosed institutional shareholder of DDFY tracked by InsiderSet, reporting ownership valued at approximately $5.53M 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 $5.53M, representing an estimated loss of -0.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed DDFY value among the investors covered in this analysis. Major shareholders include Private Client Services, Llc, Centaurus Financial, Inc., Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in INVTR EQTY DD 15 BFR ETF MAY (DDFY).
This page ranks the largest institutional DDFY 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
39
Total Reported Value
$32.45M
Largest Holder
Private Client Services, Llc
Largest Position
$5.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Private Client Services, Llc | 1.49% | 270,104 | $5,532,270 | $5,531,703 | -$567 | -0.01% | |
| Centaurus Financial, Inc. | 0.15% | 190,367 | $3,813,000 | $3,898,697 | +$85,697 | +2.25% | |
| Jane Street Group, Llc | 0.00% | 189,134 | $3,788,354 | $3,873,445 | +$85,091 | +2.25% | |
| Harbour Investments, Inc. | 0.04% | 153,054 | $3,065,672 | $3,134,531 | +$68,859 | +2.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 137,555 | $2,755,230 | $2,817,113 | +$61,883 | +2.25% | |
| Macroview Investment Management Llc | 1.05% | 84,664 | $1,695,820 | $1,733,910 | +$38,090 | +2.25% | |
| Ars Wealth Advisors Group, Llc | 0.12% | 77,954 | $1,561,419 | $1,596,490 | +$35,071 | +2.25% | |
| Cetera Investment Advisers | 0.00% | 58,165 | $1,165,045 | $1,191,213 | +$26,168 | +2.25% | |
| Composition Wealth, Llc | 0.01% | 47,911 | $959,657 | $981,212 | +$21,555 | +2.25% | |
| Susquehanna International Group, Llp | 0.00% | 46,986 | $941,130 | $962,269 | +$21,139 | +2.25% | |
| Old Mission Capital Llc | 0.02% | 33,049 | $661,971 | $676,840 | +$14,869 | +2.25% | |
| Weaver Consulting Group | 0.13% | 32,870 | $658,393 | $673,174 | +$14,781 | +2.25% | |
| Ifp Advisors, Inc | 0.01% | 31,385 | $628,642 | $642,762 | +$14,120 | +2.25% | |
| Visionary Wealth Advisors | 0.02% | 24,835 | $497,446 | $508,618 | +$11,172 | +2.25% | |
| Kingsview Wealth Management, Llc | 0.01% | 22,819 | $457,065 | $467,331 | +$10,266 | +2.25% | |
| Kestra Advisory Services, Llc | 0.00% | 22,164 | $443,945 | $453,917 | +$9,972 | +2.25% | |
| Independent Financial Group, Llc | 0.01% | 22,096 | $442,583 | $452,524 | +$9,941 | +2.25% | |
| Brookstone Capital Management | 0.00% | 20,975 | $420,129 | $429,566 | +$9,437 | +2.25% | |
| Benjamin Edwards Inc | 0.00% | 20,156 | $403,718 | $412,793 | +$9,075 | +2.25% | |
| Envestnet Asset Management Inc | 0.00% | 15,459 | $309,644 | $316,599 | +$6,955 | +2.25% | |
| Mml Investors Services, Llc | 0.00% | 14,978 | $300,009 | $306,748 | +$6,739 | +2.25% | |
| Keystone Wealth Services, Llc | 0.04% | 11,957 | $239,499 | $244,878 | +$5,379 | +2.25% | |
| Foundations Investment Advisors, Llc | 0.00% | 11,154 | $223,415 | $228,433 | +$5,018 | +2.25% | |
| White Knight Strategic Wealth Advisors, Llc | 0.15% | 11,010 | $220,530 | $225,484 | +$4,954 | +2.25% | |
| Newedge Advisors, Llc | 0.00% | 11,000 | $220,330 | $225,279 | +$4,949 | +2.25% | |
| Red Reef Advisors Llc | 0.19% | 10,267 | $205,648 | $210,267 | +$4,619 | +2.25% | |
| Dhjj Financial Advisors, Ltd. | 0.06% | 9,779 | $195,874 | $200,273 | +$4,399 | +2.25% | |
| Archer Investment Corp | 0.03% | 8,896 | $178,187 | $182,189 | +$4,002 | +2.25% | |
| Aptus Capital Advisors, Llc | 0.00% | 6,200 | $124,186 | $126,975 | +$2,789 | +2.25% | |
| Signaturefd, Llc | 0.00% | 5,060 | $101,352 | $103,628 | +$2,276 | +2.25% | |
| Capital Analysts, Llc | 0.00% | 3,394 | $68,000 | $69,509 | +$1,509 | +2.22% | |
| Benson Wealth Management Inc | 0.05% | 2,515 | $50,375 | $51,507 | +$1,132 | +2.25% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,951 | $39,079 | $39,956 | +$877 | +2.24% | |
| Osaic Holdings, Inc. | 0.00% | 1,500 | $30,045 | $30,720 | +$675 | +2.25% | |
| Evolution Wealth Management Inc. | 0.01% | 1,250 | $25,038 | $25,600 | +$562 | +2.24% | |
| Waverly Advisors, Llc | 0.00% | 1,007 | $20,170 | $20,623 | +$453 | +2.25% | |
| Gilpin Wealth Management, Llc | 0.01% | 440 | $8,814 | $9,011 | +$197 | +2.24% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 36,873 | $739 | $755,155 | +$754,416 | +102086.11% | |
| Ubs Group Ag | 0.00% | 31 | $621 | $635 | +$14 | +2.23% |
Frequently asked questions about DDFY
Who are the largest institutional holders of DDFY?
The largest institutional holders of DDFY reported in the latest SEC Form 13F filings include Private Client Services, Llc, Centaurus Financial, Inc., Jane Street Group, Llc, Harbour Investments, Inc., and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported DDFY position.
What is DDFY institutional ownership?
This page tracks DDFY positions reported by institutional investment managers through SEC Form 13F. INVTR EQTY DD 15 BFR ETF MAY (DDFY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDFY?
InsiderSet currently tracks 39 institutional managers reporting DDFY 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 DDFY shareholders.
How much DDFY stock do institutions own?
Institutional investment managers disclosed approximately $32.45M in DDFY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDFY institutional ownership last updated?
The latest DDFY 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 DDFY 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 DDFY position after the reporting date.
Are institutions buying or selling DDFY?
Institutional buying and selling can be analyzed by comparing DDFY positions across consecutive 13F reporting periods. InsiderSet's DDFY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDFY ownership changes.
How has DDFY institutional ownership changed over time?
InsiderSet tracks DDFY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.