NDAA Institutional Ownership & Shareholders
NED DR360 DYN ALLOCATION ETF (NDAA) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $185.17M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Robertson Stephens Wealth Management, Llc is currently the largest disclosed institutional shareholder of NDAA tracked by InsiderSet, reporting ownership valued at approximately $184.91M in its September 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 $183.37M, representing an estimated loss of -0.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed NDAA value among the investors covered in this analysis. Major shareholders include Robertson Stephens Wealth Management, Llc, Brookwood Investment Group Llc, and several other long-term asset managers with concentrated positions in NED DR360 DYN ALLOCATION ETF (NDAA).
This page ranks the largest institutional NDAA 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
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
5
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, Llc | 4.46% | 7,739,330 | $184,911,158 | $183,366,398 | -$1,544,760 | -0.84% | |
| Brookwood Investment Group Llc | 0.03% | 10,707 | $255,084 | $253,679 | -$1,405 | -0.55% |
Frequently asked questions about NDAA
Who are the largest institutional holders of NDAA?
The largest institutional holders of NDAA reported in the latest SEC Form 13F filings include Robertson Stephens Wealth Management, Llc and Brookwood Investment Group Llc. InsiderSet ranks institutional holders by their latest reported NDAA position.
What is NDAA institutional ownership?
This page tracks NDAA positions reported by institutional investment managers through SEC Form 13F. NED DR360 DYN ALLOCATION ETF (NDAA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NDAA?
InsiderSet currently tracks 2 institutional managers reporting NDAA 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 NDAA shareholders.
How much NDAA stock do institutions own?
Institutional investment managers disclosed approximately $185.17M in NDAA holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NDAA institutional ownership last updated?
The latest NDAA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 NDAA 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 NDAA position after the reporting date.
Are institutions buying or selling NDAA?
Institutional buying and selling can be analyzed by comparing NDAA positions across consecutive 13F reporting periods. InsiderSet's NDAA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NDAA ownership changes.
How has NDAA institutional ownership changed over time?
InsiderSet tracks NDAA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.