INVTR EQ DD 10 BUF ETF NOV (DDTN) Institutional Ownership Changes & 13F Activity
INVTR EQ DD 10 BUF ETF NOV (DDTN). 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 Goldenstone Wealth Management Llc, Wealth Enhancement Advisory Services, Llc, Envestnet Asset Management Inc, Truist Financial Corp, and Southland Equity Partners Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Buy | +15,195 | — | 15,195 | $291.27K | Q4 2025 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +1,025 | — | 1,025 | $20.00K | Q4 2025 | Feb 17, 2026 |
| Commonwealth Equity Services, Llc | Buy | +58,178 | — | 58,178 | $1.12M | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +15,174 | — | 15,174 | $290.87K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +3,185 | — | 3,185 | $61.05K | Q4 2025 | Feb 12, 2026 |
| Envestnet Asset Management Inc | Buy | +61,454 | — | 61,454 | $1.18M | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +7,739 | — | 7,739 | $148.35K | Q4 2025 | Feb 09, 2026 |
| Goldenstone Wealth Management Llc | Buy | +773,445 | — | 773,445 | $14.83M | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +15,345 | — | 15,345 | $294.14K | Q4 2025 | Feb 06, 2026 |
| Truist Financial Corp | Buy | +61,454 | — | 61,454 | $1.18M | Q4 2025 | Feb 02, 2026 |
| Woodard & Co Asset Management Group Inc | Buy | +4,600 | — | 4,600 | $88.18K | Q4 2025 | Feb 02, 2026 |
| Archer Investment Corp | Buy | +1,576 | — | 1,576 | $30.21K | Q4 2025 | Jan 30, 2026 |
| Ubs Group Ag | Buy | +235 | — | 235 | $4.50K | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, Llc | Buy | +10,250 | — | 10,250 | $196.48K | Q4 2025 | Jan 26, 2026 |
| Dhjj Financial Advisors, Ltd. | Buy | +2,525 | — | 2,525 | $48.40K | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | Buy | +20,275 | — | 20,275 | $388.65K | Q4 2025 | Jan 15, 2026 |
| Southland Equity Partners Llc | Buy | +61,009 | — | 61,009 | $1.17M | Q4 2025 | Jan 14, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +547,061 | — | 547,061 | $10.57M | Q4 2025 | Jan 08, 2026 |
| Elmwood Wealth Management, Inc. | Buy | +10,532 | — | 10,532 | $201.89K | Q4 2025 | Jan 08, 2026 |
| Hiley Hunt Wealth Management | Buy | +12,730 | — | 12,730 | $244.02K | Q4 2025 | Jan 06, 2026 |
Frequently asked questions about DDTN activity
Which institutional owners are buying DDTN?
Institutional owners buying DDTN 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 DDTN activity?
"Buy" means an investor increased their reported position in DDTN compared to the prior reporting period. This reflects growing exposure to INVTR EQ DD 10 BUF ETF NOV (DDTN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DDTN increasing?
Institutional interest in DDTN 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.