DDSQ Institutional Ownership & Shareholders
INOVTOR EQTY DD BFR ETF QRTR (DDSQ) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $53.09M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Grant Street Asset Management, Inc. is currently the largest disclosed institutional shareholder of DDSQ tracked by InsiderSet, reporting ownership valued at approximately $27.07M 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 $27.02M, representing an estimated loss of -0.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed DDSQ value among the investors covered in this analysis. Major shareholders include Grant Street Asset Management, Inc., Wealthcare Advisory Partners Llc, Encompass More Asset Management, and several other long-term asset managers with concentrated positions in INOVTOR EQTY DD BFR ETF QRTR (DDSQ).
This page ranks the largest institutional DDSQ 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
24
Total Reported Value
$53.09M
Largest Holder
Grant Street Asset Management, Inc.
Largest Position
$27.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Grant Street Asset Management, Inc. | 4.41% | 1,260,275 | $27,070,707 | $27,020,296 | -$50,411 | -0.19% | |
| Wealthcare Advisory Partners Llc | 0.08% | 217,546 | $4,672,886 | $4,664,186 | -$8,700 | -0.19% | |
| Encompass More Asset Management | 0.64% | 211,111 | $4,534,664 | $4,526,220 | -$8,444 | -0.19% | |
| Centaurus Financial, Inc. | 0.15% | 182,057 | $3,836,000 | $3,903,302 | +$67,302 | +1.75% | |
| Cetera Investment Advisers | 0.00% | 157,274 | $3,313,763 | $3,371,955 | +$58,192 | +1.76% | |
| Sagespring Wealth Partners, Llc | 0.02% | 64,423 | $1,383,799 | $1,381,229 | -$2,570 | -0.19% | |
| Ballast Rock Private Wealth Llc | 0.58% | 57,389 | $1,232,725 | $1,230,420 | -$2,305 | -0.19% | |
| Signaturefd, Llc | 0.01% | 47,460 | $1,019,441 | $1,017,542 | -$1,899 | -0.19% | |
| Tradition Wealth Management, Llc | 0.05% | 35,300 | $743,771 | $756,832 | +$13,061 | +1.76% | |
| Clear Creek Financial Management, Llc | 0.05% | 32,775 | $704,007 | $702,696 | -$1,311 | -0.19% | |
| Principal Securities, Inc. | 0.01% | 29,303 | $617,414 | $628,256 | +$10,842 | +1.76% | |
| Atria Investments, Inc | 0.01% | 26,261 | $564,086 | $563,036 | -$1,050 | -0.19% | |
| Advisory Services Network, Llc | 0.01% | 26,471 | $557,744 | $567,538 | +$9,794 | +1.76% | |
| Brookstone Capital Management | 0.00% | 20,895 | $448,825 | $447,989 | -$836 | -0.19% | |
| Envestnet Asset Management Inc | 0.00% | 19,022 | $400,794 | $407,832 | +$7,038 | +1.76% | |
| Silver Oak Securities, Incorporated | 0.02% | 16,837 | $354,756 | $360,985 | +$6,229 | +1.76% | |
| Elmwood Wealth Management, Inc. | 0.08% | 15,900 | $341,532 | $340,896 | -$636 | -0.19% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,805 | $339,490 | $338,859 | -$631 | -0.19% | |
| Hofer & Associates. Inc | 0.23% | 15,423 | $331,286 | $330,669 | -$617 | -0.19% | |
| Red Crane Wealth Management, Llc | 0.23% | 15,423 | $331,286 | $330,669 | -$617 | -0.19% | |
| Occidental Asset Management, Llc | 0.03% | 12,322 | $259,625 | $264,184 | +$4,559 | +1.76% | |
| Capital Analysts, Llc | 0.00% | 781 | $16,000 | $16,745 | +$745 | +4.65% | |
| Ubs Group Ag | 0.00% | 512 | $10,788 | $10,977 | +$189 | +1.75% | |
| Ifp Advisors, Inc | 0.00% | 300 | $6,444 | $6,432 | -$12 | -0.19% |
Frequently asked questions about DDSQ
Who are the largest institutional holders of DDSQ?
The largest institutional holders of DDSQ reported in the latest SEC Form 13F filings include Grant Street Asset Management, Inc., Wealthcare Advisory Partners Llc, Encompass More Asset Management, Centaurus Financial, Inc., and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported DDSQ position.
What is DDSQ institutional ownership?
This page tracks DDSQ positions reported by institutional investment managers through SEC Form 13F. INOVTOR EQTY DD BFR ETF QRTR (DDSQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDSQ?
InsiderSet currently tracks 24 institutional managers reporting DDSQ 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 DDSQ shareholders.
How much DDSQ stock do institutions own?
Institutional investment managers disclosed approximately $53.09M in DDSQ holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDSQ institutional ownership last updated?
The latest DDSQ 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 DDSQ 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 DDSQ position after the reporting date.
Are institutions buying or selling DDSQ?
Institutional buying and selling can be analyzed by comparing DDSQ positions across consecutive 13F reporting periods. InsiderSet's DDSQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDSQ ownership changes.
How has DDSQ institutional ownership changed over time?
InsiderSet tracks DDSQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.