OCEAN PA DIVERSIFIED IN ETF (DUKZ) Institutional Ownership Changes & 13F Activity
OCEAN PA DIVERSIFIED IN ETF (DUKZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cambridge Investment Research Advisors, Inc., Commonwealth Equity Services, Llc, Independent Wealth Network Inc., Envestnet Asset Management Inc, and Builder Investment Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +42,278 | +21.8% | 235,918 | $6.04M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +23 | +0.2% | 10,101 | $258.79K | Q2 2026 | Sep 23, 2026 |
| Susquehanna International Group, Llp | Buy | +13,668 | — | 13,668 | $350.17K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +10,000 | — | 10,000 | $256.20K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +8,690 | +39.0% | 30,951 | $792.97K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +7,897 | — | 7,897 | $202.32K | Q2 2026 | Aug 14, 2026 |
| Harbour Investments, Inc. | Sell | -500 | -83.8% | 97 | $2.48K | Q2 2026 | Aug 12, 2026 |
| Vestgen Advisors, Llc | Buy | +15,011 | +4.7% | 332,545 | $8.52M | Q2 2026 | Aug 11, 2026 |
| Spartan Wealth Advisory Services Llc | Buy | +3,286 | +0.8% | 407,807 | $10.45M | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +100,891 | +331.6% | 131,316 | $3.36K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +80,429 | +469.4% | 97,563 | $2.50M | Q2 2026 | Jul 29, 2026 |
| Independent Wealth Network Inc. | Buy | +79,950 | — | 79,950 | $2.05M | Q2 2026 | Jul 20, 2026 |
| Park Avenue Securities Llc | Buy | +756 | +7.8% | 10,403 | $267.00K | Q2 2026 | Jul 20, 2026 |
| Builder Investment Group Inc | Buy | +40,254 | — | 40,254 | $1.03M | Q2 2026 | Jul 17, 2026 |
| Independent Financial Group, Llc | Buy | +15,557 | +31.6% | 64,726 | $1.66M | Q2 2026 | Jul 15, 2026 |
| Signature Estate & Investment Advisors Llc | Sell | -6,744 | -43.3% | 8,824 | $226.07K | Q2 2026 | Jul 14, 2026 |
| Ocean Park Asset Management, Llc | Buy | +8,911 | — | 8,911 | $228.30K | Q2 2026 | Jul 10, 2026 |
| Ubs Group Ag | Sell | -210 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Farther Finance Advisors, Llc | Sell | -4,201 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 07, 2026 |
Frequently asked questions about DUKZ activity
Which institutional owners are buying DUKZ?
Institutional owners buying DUKZ 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 DUKZ activity?
"Buy" means an investor increased their reported position in DUKZ compared to the prior reporting period. This reflects growing exposure to OCEAN PA DIVERSIFIED IN ETF (DUKZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DUKZ increasing?
Institutional interest in DUKZ 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.