INVTR EQ D DI 10 B ETF - JUL (DDTL) Institutional Ownership Changes & 13F Activity

INVTR EQ D DI 10 B ETF - JUL (DDTL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Investment Management Corp, Commonwealth Equity Services, Llc, Southland Equity Partners Llc, Brookstone Capital Management, and Pinnacle Wealth Management Group, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Red Reef Advisors LlcBuy+6,081—6,081$127.27KQ4 2025Apr 08, 2026
Susquehanna International Group, LlpBuy+28,281—28,281$591.90KQ4 2025Feb 17, 2026
Brown Financial AdvisorsBuy+22,368—22,368$468.15KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+17,921—17,921$375.07KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+197—197$4.00KQ4 2025Feb 17, 2026
Creativeone Wealth, LlcBuy+50,874—50,874$1.06MQ4 2025Feb 13, 2026
A4 Wealth Advisors LlcBuy+11,833—11,833$247.66KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+1,845—1,845$38.62KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+249,055—249,055$5.21MQ4 2025Feb 12, 2026
Mattson Financial Services, LlcBuy+12,843—12,843$268.80KQ4 2025Feb 12, 2026
Jpmorgan Chase & CoBuy+14—14$293.00Q4 2025Feb 11, 2026
Corrado Advisors, LlcBuy+59,948—59,948$1.25MQ4 2025Feb 10, 2026
Weaver Consulting GroupBuy+18,583—18,583$388.92KQ4 2025Feb 10, 2026
Harbour Investments, Inc.Buy+4,478—4,478$93.72KQ4 2025Feb 09, 2026
Ifp Advisors, IncBuy+14,194—14,194$297.07KQ4 2025Feb 06, 2026
Atria Investments, IncBuy+38,791—38,791$811.87KQ4 2025Feb 05, 2026
Cambridge Investment Research Advisors, Inc.Buy+15,677—15,677$328.00KQ4 2025Feb 05, 2026
Strategic Blueprint, LlcBuy+12,195—12,195$255.23KQ4 2025Jan 30, 2026
Investment Management CorpBuy+470,115—470,115$9.84MQ4 2025Jan 29, 2026
Physician Wealth Advisors, Inc.Buy+900—900$18.84KQ4 2025Jan 29, 2026
Ubs Group AgBuy+352—352$7.37KQ4 2025Jan 29, 2026
Ae Wealth Management LlcBuy+592—592$12.39KQ4 2025Jan 26, 2026
Pinnacle Wealth Management Group, Inc.Buy+81,285—81,285$1.70MQ4 2025Jan 23, 2026
Farther Finance Advisors, LlcBuy+69,561—69,561$1.46MQ4 2025Jan 23, 2026
Diligent Investors, LlcBuy+14,200—14,200$297.20KQ4 2025Jan 23, 2026
Dhjj Financial Advisors, Ltd.Buy+2,059—2,059$43.09KQ4 2025Jan 23, 2026
Stratos Wealth Advisors, LlcBuy+35,500—35,500$742.99KQ4 2025Jan 20, 2026
Brookstone Capital ManagementBuy+84,722—84,722$1.77MQ4 2025Jan 15, 2026
Paladin Wealth, LlcBuy+16,734—16,734$350.23KQ4 2025Jan 15, 2026
Southland Equity Partners LlcBuy+153,914—153,914$3.22MQ4 2025Jan 14, 2026
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Frequently asked questions about DDTL activity

  • Which institutional owners are buying DDTL?

    Institutional owners buying DDTL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DDTL activity?

    "Buy" means an investor increased their reported position in DDTL compared to the prior reporting period. This reflects growing exposure to INVTR EQ D DI 10 B ETF - JUL (DDTL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DDTL increasing?

    Institutional interest in DDTL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

DDTL Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet