NED DR360 DYN ALLOCATION ETF (NDAA) Institutional Ownership Changes & 13F Activity
NED DR360 DYN ALLOCATION ETF (NDAA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Robertson Stephens Wealth Management, Llc and Brookwood Investment Group Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, Llc | Buy | +7,739,330 | — | 7,739,330 | $184.91M | Q3 2026 | Oct 16, 2026 |
| Brookwood Investment Group Llc | Sell | -10,707 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 23, 2026 |
Frequently asked questions about NDAA activity
Which institutional owners are buying NDAA?
Institutional owners buying NDAA 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 NDAA activity?
"Buy" means an investor increased their reported position in NDAA compared to the prior reporting period. This reflects growing exposure to NED DR360 DYN ALLOCATION ETF (NDAA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NDAA increasing?
Institutional interest in NDAA 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.