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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Red Reef Advisors Llc | Buy | +6,081 | — | 6,081 | $127.27K | Q4 2025 | Apr 08, 2026 |
| Susquehanna International Group, Llp | Buy | +28,281 | — | 28,281 | $591.90K | Q4 2025 | Feb 17, 2026 |
| Brown Financial Advisors | Buy | +22,368 | — | 22,368 | $468.15K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +17,921 | — | 17,921 | $375.07K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +197 | — | 197 | $4.00K | Q4 2025 | Feb 17, 2026 |
| Creativeone Wealth, Llc | Buy | +50,874 | — | 50,874 | $1.06M | Q4 2025 | Feb 13, 2026 |
| A4 Wealth Advisors Llc | Buy | +11,833 | — | 11,833 | $247.66K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +1,845 | — | 1,845 | $38.62K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +249,055 | — | 249,055 | $5.21M | Q4 2025 | Feb 12, 2026 |
| Mattson Financial Services, Llc | Buy | +12,843 | — | 12,843 | $268.80K | Q4 2025 | Feb 12, 2026 |
| Jpmorgan Chase & Co | Buy | +14 | — | 14 | $293.00 | Q4 2025 | Feb 11, 2026 |
| Corrado Advisors, Llc | Buy | +59,948 | — | 59,948 | $1.25M | Q4 2025 | Feb 10, 2026 |
| Weaver Consulting Group | Buy | +18,583 | — | 18,583 | $388.92K | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +4,478 | — | 4,478 | $93.72K | Q4 2025 | Feb 09, 2026 |
| Ifp Advisors, Inc | Buy | +14,194 | — | 14,194 | $297.07K | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | Buy | +38,791 | — | 38,791 | $811.87K | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +15,677 | — | 15,677 | $328.00K | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, Llc | Buy | +12,195 | — | 12,195 | $255.23K | Q4 2025 | Jan 30, 2026 |
| Investment Management Corp | Buy | +470,115 | — | 470,115 | $9.84M | Q4 2025 | Jan 29, 2026 |
| Physician Wealth Advisors, Inc. | Buy | +900 | — | 900 | $18.84K | Q4 2025 | Jan 29, 2026 |
| Ubs Group Ag | Buy | +352 | — | 352 | $7.37K | Q4 2025 | Jan 29, 2026 |
| Ae Wealth Management Llc | Buy | +592 | — | 592 | $12.39K | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Management Group, Inc. | Buy | +81,285 | — | 81,285 | $1.70M | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, Llc | Buy | +69,561 | — | 69,561 | $1.46M | Q4 2025 | Jan 23, 2026 |
| Diligent Investors, Llc | Buy | +14,200 | — | 14,200 | $297.20K | Q4 2025 | Jan 23, 2026 |
| Dhjj Financial Advisors, Ltd. | Buy | +2,059 | — | 2,059 | $43.09K | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Advisors, Llc | Buy | +35,500 | — | 35,500 | $742.99K | Q4 2025 | Jan 20, 2026 |
| Brookstone Capital Management | Buy | +84,722 | — | 84,722 | $1.77M | Q4 2025 | Jan 15, 2026 |
| Paladin Wealth, Llc | Buy | +16,734 | — | 16,734 | $350.23K | Q4 2025 | Jan 15, 2026 |
| Southland Equity Partners Llc | Buy | +153,914 | — | 153,914 | $3.22M | Q4 2025 | Jan 14, 2026 |
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.