DEFINED DURATION 5 ETF (DDV) Institutional Ownership and Insiders Activity

DEFINED DURATION 5 ETF (DDV) is widely held by institutional investors, with 2 firms reporting positions valued at approximately $13.33M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Orcam Financial Group is the largest disclosed holder, reporting approximately $12.63M in DDV holdings in its latest filing.

Institutional ownership remains highly concentrated, with Orcam Financial Group representing the majority of disclosed value.