DDTL Institutional Ownership & Shareholders
INVTR EQ D DI 10 B ETF - JUL (DDTL) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $50.89M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Investment Management Corp is currently the largest disclosed institutional shareholder of DDTL tracked by InsiderSet, reporting ownership valued at approximately $10.34M 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 $10.51M, representing an estimated gain of +1.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed DDTL value among the investors covered in this analysis. Major shareholders include Investment Management Corp, Hofer & Associates. Inc, Red Crane Wealth Management, Llc, and several other long-term asset managers with concentrated positions in INVTR EQ D DI 10 B ETF - JUL (DDTL).
This page ranks the largest institutional DDTL 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
38
Total Reported Value
$50.89M
Largest Holder
Investment Management Corp
Largest Position
$10.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Investment Management Corp | 8.63% | 469,826 | $10,336,172 | $10,510,430 | +$174,258 | +1.69% | |
| Hofer & Associates. Inc | 4.23% | 270,232 | $6,066,375 | $6,045,333 | -$21,042 | -0.35% | |
| Red Crane Wealth Management, Llc | 4.23% | 270,232 | $6,066,375 | $6,045,333 | -$21,042 | -0.35% | |
| Commonwealth Equity Services, Llc | 0.01% | 212,758 | $4,776,160 | $4,759,588 | -$16,572 | -0.35% | |
| Southland Equity Partners Llc | 0.69% | 180,238 | $4,046,127 | $4,032,086 | -$14,041 | -0.35% | |
| Centaurus Financial, Inc. | 0.10% | 114,933 | $2,529,000 | $2,571,155 | +$42,155 | +1.67% | |
| Beacon Pointe Advisors, Llc | 0.01% | 89,860 | $1,976,920 | $2,010,249 | +$33,329 | +1.69% | |
| Pinnacle Wealth Management Group, Inc. | 0.78% | 76,235 | $1,711,384 | $1,705,446 | -$5,938 | -0.35% | |
| Brookstone Capital Management | 0.02% | 69,159 | $1,552,537 | $1,547,149 | -$5,388 | -0.35% | |
| Corrado Advisors, Llc | 0.69% | 62,140 | $1,394,969 | $1,390,128 | -$4,841 | -0.35% | |
| Dynamic Advisor Solutions Llc | 0.03% | 47,412 | $1,064,343 | $1,060,649 | -$3,694 | -0.35% | |
| Pfg Advisors | 0.04% | 38,421 | $862,505 | $859,512 | -$2,993 | -0.35% | |
| Worth Asset Management, Llc | 0.25% | 37,845 | $849,575 | $846,627 | -$2,948 | -0.35% | |
| Swmg, Llc | 0.18% | 35,898 | $807,289 | $803,071 | -$4,218 | -0.52% | |
| Stratos Wealth Advisors, Llc | 0.04% | 35,500 | $781,000 | $794,167 | +$13,167 | +1.69% | |
| Atria Investments, Inc | 0.01% | 27,956 | $627,579 | $625,401 | -$2,178 | -0.35% | |
| World Equity Group, Inc. | 0.25% | 27,368 | $614,377 | $612,247 | -$2,130 | -0.35% | |
| Creativeone Wealth, Llc | 0.01% | 22,004 | $484,088 | $492,249 | +$8,161 | +1.69% | |
| Diligent Investors, Llc | 0.10% | 20,500 | $460,200 | $458,603 | -$1,597 | -0.35% | |
| Susquehanna International Group, Llp | 0.00% | 20,797 | $457,534 | $465,248 | +$7,714 | +1.69% | |
| Cetera Investment Advisers | 0.00% | 20,130 | $442,860 | $450,326 | +$7,466 | +1.69% | |
| Weaver Consulting Group | 0.08% | 18,583 | $417,159 | $415,718 | -$1,441 | -0.35% | |
| Ifp Advisors, Inc | 0.01% | 13,584 | $304,944 | $303,886 | -$1,058 | -0.35% | |
| Strategic Blueprint, Llc | 0.01% | 12,195 | $273,763 | $272,813 | -$950 | -0.35% | |
| Trustbank | 0.08% | 11,700 | $262,651 | $261,740 | -$911 | -0.35% | |
| Concurrent Investment Advisors, Llc | 0.00% | 11,426 | $256,489 | $255,610 | -$879 | -0.34% | |
| Occidental Asset Management, Llc | 0.02% | 10,450 | $229,900 | $233,776 | +$3,876 | +1.69% | |
| Kestra Advisory Services, Llc | 0.00% | 10,210 | $229,202 | $228,407 | -$795 | -0.35% | |
| Osaic Holdings, Inc. | 0.00% | 9,477 | $208,494 | $212,009 | +$3,515 | +1.69% | |
| Lee Johnson Capital Management, Llc | 0.06% | 9,205 | $202,510 | $205,924 | +$3,414 | +1.69% | |
| Red Reef Advisors Llc | 0.12% | 6,081 | $133,782 | $136,037 | +$2,255 | +1.69% | |
| Harbour Investments, Inc. | 0.00% | 4,478 | $98,516 | $100,177 | +$1,661 | +1.69% | |
| Dhjj Financial Advisors, Ltd. | 0.01% | 2,059 | $46,223 | $46,062 | -$161 | -0.35% | |
| Physician Wealth Advisors, Inc. | 0.00% | 1,900 | $42,653 | $42,505 | -$148 | -0.35% | |
| Barclays Plc | 0.00% | 1,921 | $42,262 | $42,974 | +$712 | +1.69% | |
| Jpmorgan Chase & Co | 0.00% | 1,020 | $22,419 | $22,818 | +$399 | +1.78% | |
| Farther Finance Advisors, Llc | 0.00% | 732 | $16,433 | $16,375 | -$58 | -0.35% | |
| Ubs Group Ag | 0.00% | 273 | $6,006 | $6,107 | +$101 | +1.69% |
Frequently asked questions about DDTL
Who are the largest institutional holders of DDTL?
The largest institutional holders of DDTL reported in the latest SEC Form 13F filings include Investment Management Corp, Hofer & Associates. Inc, Red Crane Wealth Management, Llc, Commonwealth Equity Services, Llc, and Southland Equity Partners Llc. InsiderSet ranks institutional holders by their latest reported DDTL position.
What is DDTL institutional ownership?
This page tracks DDTL positions reported by institutional investment managers through SEC Form 13F. INVTR EQ D DI 10 B ETF - JUL (DDTL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDTL?
InsiderSet currently tracks 38 institutional managers reporting DDTL 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 DDTL shareholders.
How much DDTL stock do institutions own?
Institutional investment managers disclosed approximately $50.89M in DDTL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDTL institutional ownership last updated?
The latest DDTL 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 DDTL 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 DDTL position after the reporting date.
Are institutions buying or selling DDTL?
Institutional buying and selling can be analyzed by comparing DDTL positions across consecutive 13F reporting periods. InsiderSet's DDTL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDTL ownership changes.
How has DDTL institutional ownership changed over time?
InsiderSet tracks DDTL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.