DDFL

Invtr Eq D Di 15 B ETF - Jul
UnclassifiedUSCUSIP 45784N536◍ Confluence graph
Tracked 13F Holders
14
+0 QoQ
13F Value (tracked)
$9.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)0 adding · 4 trimming
Insider net (180d)$0
Price history not yet available for DDFL.
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Ask your agent who owns DDFL

This stock page is the Follow view. The Build view lets your agent query DDFL owners, fund changes, insider filings, and source links through REST or MCP.

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SEC filings prove each claim.

Top institutional holders

14 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Sigma Planning Corp
$3.1M
149K
−0.8%
Reduced · −1K sh
Q1 2026
2NewEdge Advisors, LLC
$1.2M
57K
+1.8%
Added · +1K sh
Q1 2026
3BENJAMIN EDWARDS INC
$747K
36K
−32%
Reduced · −17K sh
Q1 2026
4Composition Wealth, LLC
$652K
32K
Held
Q1 2026
5Strategic Blueprint, LLC
$647K
32K
Held
Q1 2026
6Kestra Advisory Services, LLC
$561K
27K
Held
Q1 2026
7BIP Wealth, LLC
$548K
27K
−1.6%
Reduced · −425 sh
Q1 2026
8Dynamic Advisor Solutions LLC
$515K
25K
Held
Q1 2026
9INDEPENDENT FINANCIAL GROUP, LLC
$473K
23K
−2.5%
Reduced · −583 sh
Q1 2026
10Gallagher Fiduciary Advisors, LLC
$240K
12K
Held
Q1 2026
11Trek Financial, LLC
$234K
11K
Held
Q1 2026
12IFP Advisors, Inc
$228K
11K
−93%
Reduced · −146K sh
Q1 2026
13ROTHSCHILD INVESTMENT LLC
$51K
3K
Held
Q1 2026
14Aptus Capital Advisors, LLC
$36K
2K
Held
Q1 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.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
0
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

26 funds+25 since Q2 2025
01326Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $21.7M

Share classes

Class13F holdersValue held
ZFEBmc48 funds$55.0M
ZMARmc47 funds$31.9M
ZDEKmc43 funds$41.3M
ZSEPmc42 funds$61.7M
ZNOVmc41 funds$48.9M
KDECmc37 funds$37.5M
ZJANmc37 funds$34.3M
ZOCTmc35 funds$48.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own DDFL also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA16 funds$3.2B
MICROSOFT CORPMSFT16 funds$2.3B
ISHARES CORE S&P 500 ETFIVV16 funds$2.1B
AMAZON.COM INCAMZN16 funds$1.9B
MCDONALD'S CORPMCD16 funds$1.7B
SS SPDR S&P 500 ETF TRUST-USSPY16 funds$1.7B
ALPHABET INC-CL AGOOGL16 funds$1.5B
VANGUARD S&P 500 ETFVOO16 funds$1.5B
INVESCO QQQ TRUST SERIES 1QQQ16 funds$1.3B
JPMORGAN CHASE & COJPM16 funds$1.2B
STE STR SPDR PT S&P 500 ETFSPYM16 funds$1.2B
BROADCOM INCAVGO16 funds$1.2B

Ranked by how many of DDFL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DDFL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.