NED DR360 DYN ALLOCATION ETF (NDAA) Institutional Ownership and Insiders Activity
NED DR360 DYN ALLOCATION ETF (NDAA) is widely held by institutional investors, with 2 firms reporting positions valued at approximately $185.17M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Robertson Stephens Wealth Management, Llc is the largest disclosed holder, reporting approximately $184.91M in NDAA holdings in its latest filing.
Institutional ownership remains highly concentrated, with Robertson Stephens Wealth Management, Llc representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$185.17M
Largest Holder
Robertson Stephens Wealth Management, Llc
Largest Position
$184.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
1
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance