DDV Institutional Ownership & Shareholders
DEFINED DURATION 5 ETF (DDV) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.33M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Orcam Financial Group is currently the largest disclosed institutional shareholder of DDV tracked by InsiderSet, reporting ownership valued at approximately $12.63M 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 $12.57M, representing an estimated loss of -0.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DDV value among the investors covered in this analysis. Major shareholders include Orcam Financial Group, Gts Securities Llc, and several other long-term asset managers with concentrated positions in DEFINED DURATION 5 ETF (DDV).
This page ranks the largest institutional DDV 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
2
Total Reported Value
$13.33M
Largest Holder
Orcam Financial Group
Largest Position
$12.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Orcam Financial Group | 6.17% | 498,297 | $12,630,143 | $12,569,093 | -$61,050 | -0.48% | |
| Gts Securities Llc | 0.01% | 27,618 | $700,033 | $696,639 | -$3,394 | -0.48% |
Frequently asked questions about DDV
Who are the largest institutional holders of DDV?
The largest institutional holders of DDV reported in the latest SEC Form 13F filings include Orcam Financial Group and Gts Securities Llc. InsiderSet ranks institutional holders by their latest reported DDV position.
What is DDV institutional ownership?
This page tracks DDV positions reported by institutional investment managers through SEC Form 13F. DEFINED DURATION 5 ETF (DDV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDV?
InsiderSet currently tracks 2 institutional managers reporting DDV 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 DDV shareholders.
How much DDV stock do institutions own?
Institutional investment managers disclosed approximately $13.33M in DDV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDV institutional ownership last updated?
The latest DDV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 DDV 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 DDV position after the reporting date.
Are institutions buying or selling DDV?
Institutional buying and selling can be analyzed by comparing DDV positions across consecutive 13F reporting periods. InsiderSet's DDV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDV ownership changes.
How has DDV institutional ownership changed over time?
InsiderSet tracks DDV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.