DDX Institutional Ownership & Shareholders
DEFINED DURATION 10 ETF (DDX) is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $62.48M 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 DDX tracked by InsiderSet, reporting ownership valued at approximately $47.78M 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 $47.45M, representing an estimated loss of -0.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DDX value among the investors covered in this analysis. Major shareholders include Orcam Financial Group, Federation Des Caisses Desjardins Du Quebec, Pathway Financial Advisors Llc, and several other long-term asset managers with concentrated positions in DEFINED DURATION 10 ETF (DDX).
This page ranks the largest institutional DDX 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
6
Total Reported Value
$62.48M
Largest Holder
Orcam Financial Group
Largest Position
$47.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Orcam Financial Group | 23.34% | 1,900,446 | $47,777,582 | $47,448,625 | -$328,957 | -0.69% | |
| Federation Des Caisses Desjardins Du Quebec | 0.04% | 497,983 | $12,494,393 | $12,433,191 | -$61,202 | -0.49% | |
| Pathway Financial Advisors Llc | 0.24% | 88,761 | $2,194,019 | $2,216,105 | +$22,086 | +1.01% | |
| Royal Bank Of Canada | 0.00% | 365 | $9,000 | $9,113 | +$113 | +1.26% | |
| Morgan Stanley | 0.00% | 1 | $33 | $25 | -$8 | -24.34% | |
| Ubs Group Ag | 0.00% | 1 | $25 | $25 | -$0 | -0.13% |
Frequently asked questions about DDX
Who are the largest institutional holders of DDX?
The largest institutional holders of DDX reported in the latest SEC Form 13F filings include Orcam Financial Group, Federation Des Caisses Desjardins Du Quebec, Pathway Financial Advisors Llc, Royal Bank Of Canada, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported DDX position.
What is DDX institutional ownership?
This page tracks DDX positions reported by institutional investment managers through SEC Form 13F. DEFINED DURATION 10 ETF (DDX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDX?
InsiderSet currently tracks 6 institutional managers reporting DDX 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 DDX shareholders.
How much DDX stock do institutions own?
Institutional investment managers disclosed approximately $62.48M in DDX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDX institutional ownership last updated?
The latest DDX 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 DDX 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 DDX position after the reporting date.
Are institutions buying or selling DDX?
Institutional buying and selling can be analyzed by comparing DDX positions across consecutive 13F reporting periods. InsiderSet's DDX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDX ownership changes.
How has DDX institutional ownership changed over time?
InsiderSet tracks DDX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.