Among active 13F managers last quarter, 13 opened and none reduced or exited; the largest holder to move was Centaurus Financial, Inc. (new position).
20 tracked 13F filers disclose a position in DDFA as of the latest SEC 13F filings, a combined $10.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Centaurus Financial, Inc. | 88K | $1.8M | ▲New +88K sh | Q2 2026 | |
| 2 | WPWealth LLP | 55K | $1.1M | ▲New +55K sh | Q2 2026 | |
| 3 | Independent Financial Group, LLC | 48K | $966K | ▲New +48K sh | Q2 2026 | |
| 4 | MML Investors Services, LLC | 41K | $827K | ▲New +41K sh | Q2 2026 | |
| 5 | Caliber Wealth Management, LLC / KS | 36K | $726K | ▲New +36K sh | Q2 2026 | |
| 6 | Composition Wealth, LLC | 34K | $681K | ▲New +34K sh | Q2 2026 | |
| 7 | Silver Oak Securities, Incorporated | 34K | $678K | ▲New +34K sh | Q2 2026 | |
| 8 | Archer Investment Corp | 32K | $646K | ▲New +32K sh | Q2 2026 | |
| 9 | Southland Equity Partners LLC | 31K | $630K | ▲New +31K sh | Q2 2026 | |
| 10 | DHJJ Financial Advisors, Ltd. | 20K | $412K | ▲New +20K sh | Q2 2026 | |
| 11 | Beacon Pointe Advisors, LLC | 19K | $381K | ▲New +19K sh | Q2 2026 | |
| 12 | Kingsview Wealth Management, LLC | 19K | $378K | ▲New +19K sh | Q2 2026 | |
| 13 | IFP Advisors, Inc | 16K | $325K | ▲New +16K sh | Q2 2026 | |
| 14 | Cape Investment Advisory, Inc. | 15K | $293K | ▲New +15K sh | Q2 2026 | |
| 15 | Ausdal Financial Partners, Inc. | 12K | $247K | ▲New +12K sh | Q2 2026 | |
| 16 | Trek Financial, LLC | 11K | $219K | ▲New +11K sh | Q2 2026 | |
| 17 | IMA Advisory Services, Inc. | 4K | $81K | ▲New +4K sh | Q2 2026 | |
| 18 | Stone House Investment Management, LLC | 3K | $52K | ▲New +3K sh | Q2 2026 | |
| 19 | Gilpin Wealth Management, LLC | 640 | $13K | ▲New +640 sh | Q2 2026 | |
| 20 | Waverly Advisors, LLC | 377 | $8K | ▲New +377 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 13 funds opened a new position in DDFA, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 13 funds | $961.3M |
| Nvidia CorpNVDA | 13 funds | $947.9M |
| Invesco QQQ Trust Series 1QQQ | 13 funds | $528.0M |
| Microsoft CorpMSFT | 13 funds | $501.8M |
| Amazon.com IncAMZN | 13 funds | $478.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 13 funds | $408.0M |
| Vanguard Dividend Apprec ETFVIG | 13 funds | $388.4M |
| Alphabet Inc-CL CGOOG | 13 funds | $363.3M |
| Broadcom IncAVGO | 13 funds | $363.2M |
| Micron Technology IncMU | 13 funds | $357.2M |
| Vanguard Total Stock MKT ETFVTI | 13 funds | $349.7M |
| Alphabet Inc-CL AGOOGL | 13 funds | $340.5M |
Ranked by how many of DDFA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DDFA.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 67 funds | $62.1M |
| KDECmc | 63 funds | $63.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DDFA
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DDFA/capital-change-brief"
Use Arkolith's capital_change_brief for DDFA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DDFA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.