DUKZ Institutional Ownership & Shareholders
OCEAN PA DIVERSIFIED IN ETF (DUKZ) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $35.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Spartan Wealth Advisory Services Llc is currently the largest disclosed institutional shareholder of DUKZ tracked by InsiderSet, reporting ownership valued at approximately $10.45M 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 $10.11M, representing an estimated loss of -3.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed DUKZ value among the investors covered in this analysis. Major shareholders include Spartan Wealth Advisory Services Llc, Vestgen Advisors, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in OCEAN PA DIVERSIFIED IN ETF (DUKZ).
This page ranks the largest institutional DUKZ 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
19
Total Reported Value
$35.59M
Largest Holder
Spartan Wealth Advisory Services Llc
Largest Position
$10.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Spartan Wealth Advisory Services Llc | 0.86% | 407,807 | $10,448,025 | $10,108,231 | -$339,794 | -3.25% | |
| Vestgen Advisors, Llc | 0.27% | 350,696 | $8,655,177 | $8,692,632 | +$37,455 | +0.43% | |
| Envestnet Asset Management Inc | 0.00% | 235,918 | $6,044,229 | $5,847,652 | -$196,577 | -3.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 102,390 | $2,526,977 | $2,537,920 | +$10,943 | +0.43% | |
| Independent Wealth Network Inc. | 0.48% | 77,885 | $1,922,202 | $1,930,520 | +$8,318 | +0.43% | |
| Independent Financial Group, Llc | 0.03% | 67,639 | $1,669,331 | $1,676,554 | +$7,223 | +0.43% | |
| Builder Investment Group Inc | 0.22% | 43,495 | $1,073,464 | $1,078,102 | +$4,638 | +0.43% | |
| Mutual Advisors, Llc | 0.01% | 30,951 | $792,965 | $767,176 | -$25,789 | -3.25% | |
| J2 Capital Management Inc | 0.34% | 22,046 | $544,107 | $546,450 | +$2,343 | +0.43% | |
| Mgo One Seven Llc | 0.01% | 14,875 | $367,126 | $368,704 | +$1,578 | +0.43% | |
| Susquehanna International Group, Llp | 0.00% | 13,668 | $350,174 | $338,786 | -$11,388 | -3.25% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 10,101 | $258,788 | $250,371 | -$8,417 | -3.25% | |
| Osaic Holdings, Inc. | 0.00% | 10,000 | $256,200 | $247,868 | -$8,332 | -3.25% | |
| Signature Estate & Investment Advisors Llc | 0.00% | 10,185 | $251,366 | $252,454 | +$1,088 | +0.43% | |
| Ocean Park Asset Management, Llc | 0.01% | 8,959 | $221,113 | $222,065 | +$952 | +0.43% | |
| Jane Street Group, Llc | 0.00% | 7,897 | $202,321 | $195,741 | -$6,580 | -3.25% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 268,860 | $6,635 | $6,664,179 | +$6,657,544 | +100339.77% | |
| Harbour Investments, Inc. | 0.00% | 97 | $2,485 | $2,404 | -$81 | -3.25% | |
| Park Avenue Securities Llc | 0.00% | 13,347 | $329 | $330,829 | +$330,500 | +100456.05% |
Frequently asked questions about DUKZ
Who are the largest institutional holders of DUKZ?
The largest institutional holders of DUKZ reported in the latest SEC Form 13F filings include Spartan Wealth Advisory Services Llc, Vestgen Advisors, Llc, Envestnet Asset Management Inc, Commonwealth Equity Services, Llc, and Independent Wealth Network Inc.. InsiderSet ranks institutional holders by their latest reported DUKZ position.
What is DUKZ institutional ownership?
This page tracks DUKZ positions reported by institutional investment managers through SEC Form 13F. OCEAN PA DIVERSIFIED IN ETF (DUKZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DUKZ?
InsiderSet currently tracks 19 institutional managers reporting DUKZ 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 DUKZ shareholders.
How much DUKZ stock do institutions own?
Institutional investment managers disclosed approximately $35.59M in DUKZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DUKZ institutional ownership last updated?
The latest DUKZ 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 DUKZ 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 DUKZ position after the reporting date.
Are institutions buying or selling DUKZ?
Institutional buying and selling can be analyzed by comparing DUKZ positions across consecutive 13F reporting periods. InsiderSet's DUKZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DUKZ ownership changes.
How has DUKZ institutional ownership changed over time?
InsiderSet tracks DUKZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.