DUNK Institutional Ownership & Shareholders
DANA UNCONSTRAINED EQ ETF (DUNK) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $135.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Dana Investment Advisors, Inc. is currently the largest disclosed institutional shareholder of DUNK tracked by InsiderSet, reporting ownership valued at approximately $86.91M 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 $96.32M, representing an estimated gain of +10.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed DUNK value among the investors covered in this analysis. Major shareholders include Dana Investment Advisors, Inc., Captrust Financial Advisors, Cwm, Llc, and several other long-term asset managers with concentrated positions in DANA UNCONSTRAINED EQ ETF (DUNK).
This page ranks the largest institutional DUNK 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
15
Total Reported Value
$135.89M
Largest Holder
Dana Investment Advisors, Inc.
Largest Position
$86.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 2.26% | 3,420,413 | $86,912,692 | $96,318,830 | +$9,406,138 | +10.82% | |
| Captrust Financial Advisors | 0.02% | 507,214 | $12,888,308 | $14,283,146 | +$1,394,838 | +10.82% | |
| Cwm, Llc | 0.03% | 524,672 | $10,621,836 | $14,774,764 | +$4,152,928 | +39.10% | |
| Bank Of New York Mellon Corp | 0.00% | 251,273 | $6,384,847 | $7,075,848 | +$691,001 | +10.82% | |
| &Partners | 0.02% | 188,717 | $4,770,524 | $5,314,271 | +$543,747 | +11.40% | |
| Osaic Holdings, Inc. | 0.00% | 135,497 | $3,442,918 | $3,815,596 | +$372,678 | +10.82% | |
| Envestnet Asset Management Inc | 0.00% | 118,012 | $2,998,685 | $3,323,218 | +$324,533 | +10.82% | |
| Partners Wealth Management, Llc | 0.26% | 88,003 | $2,484,536 | $2,478,164 | -$6,372 | -0.26% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 47,605 | $1,373,804 | $1,340,557 | -$33,247 | -2.42% | |
| Concurrent Investment Advisors, Llc | 0.01% | 47,831 | $1,350,384 | $1,346,921 | -$3,463 | -0.26% | |
| Huntleigh Advisors, Inc. | 0.17% | 46,431 | $1,179,814 | $1,307,497 | +$127,683 | +10.82% | |
| Jane Street Group, Llc | 0.00% | 28,773 | $731,122 | $810,248 | +$79,126 | +10.82% | |
| Sound Income Strategies, Llc | 0.02% | 12,935 | $373,283 | $364,250 | -$9,033 | -2.42% | |
| Lpl Financial Llc | 0.00% | 14,661 | $372,536 | $412,854 | +$40,318 | +10.82% | |
| Ubs Group Ag | 0.00% | 187 | $4,752 | $5,266 | +$514 | +10.81% |
Frequently asked questions about DUNK
Who are the largest institutional holders of DUNK?
The largest institutional holders of DUNK reported in the latest SEC Form 13F filings include Dana Investment Advisors, Inc., Captrust Financial Advisors, Cwm, Llc, Bank Of New York Mellon Corp, and &Partners. InsiderSet ranks institutional holders by their latest reported DUNK position.
What is DUNK institutional ownership?
This page tracks DUNK positions reported by institutional investment managers through SEC Form 13F. DANA UNCONSTRAINED EQ ETF (DUNK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DUNK?
InsiderSet currently tracks 15 institutional managers reporting DUNK 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 DUNK shareholders.
How much DUNK stock do institutions own?
Institutional investment managers disclosed approximately $135.89M in DUNK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DUNK institutional ownership last updated?
The latest DUNK 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 DUNK 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 DUNK position after the reporting date.
Are institutions buying or selling DUNK?
Institutional buying and selling can be analyzed by comparing DUNK positions across consecutive 13F reporting periods. InsiderSet's DUNK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DUNK ownership changes.
How has DUNK institutional ownership changed over time?
InsiderSet tracks DUNK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.