Among active 13F managers last quarter, 5 opened and 9 added, while 2 reduced; the largest holder to move was Private Client Services, LLC (new position).
37 tracked 13F filers disclose a position in DDFM as of the latest SEC 13F filings, a combined $20.7M 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 | Commonwealth Equity Services, LLC | 149K | $2.8M | ▲New +149K sh | Q1 2026 | |
| 2 | Private Client Services, LLC | 91K | $1.8M | ▲New +91K sh | Q2 2026 | |
| 3 | Centaurus Financial, Inc. | 83K | $1.6M | ▼−4.5% Reduced · −4K sh | Q2 2026 | |
| 4 | Cape Investment Advisory, Inc. | 80K | $1.6M | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 5 | Macroview Investment Management LLC | 79K | $1.6M | ▲+4.7% Added · +4K sh | Q2 2026 | |
| 6 | Rothschild Investment LLC | 62K | $1.2M | ▲+1.9% Added · +1K sh | Q2 2026 | |
| 7 | Archer Investment Corp | 58K | $1.1M | ▲+30% Added · +13K sh | Q2 2026 | |
| 8 | Goldenstone Wealth Management LLC | 42K | $824K | —Held | Q2 2026 | |
| 9 | Kestra Advisory Services, LLC | 39K | $776K | ▲+10% Added · +4K sh | Q2 2026 | |
| 10 | Carrera Capital Advisors | 37K | $727K | —Held | Q2 2026 | |
| 11 | World Equity Group, Inc. | 32K | $637K | ▲+63% Added · +12K sh | Q2 2026 | |
| 12 | Citadel Advisors LLC | 24K | $475K | ▲New +24K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | 24K | $442K | ▲New +24K sh | Q1 2026 | |
| 14 | Kingsview Wealth Management, LLC | 23K | $452K | ▲+14% Added · +3K sh | Q2 2026 | |
| 15 | Foundations Investment Advisors, LLC | 21K | $423K | ▲+52% Added · +7K sh | Q2 2026 | |
| 16 | Corrado Advisors, LLC | 20K | $396K | —Held | Q2 2026 | |
| 17 | Visionary Wealth Advisors | 20K | $395K | —Held | Q2 2026 | |
| 18 | Composition Wealth, LLC | 20K | $387K | ▲New +20K sh | Q2 2026 | |
| 19 | Welch Financial Planning, LLC | 19K | $366K | ▼−4.6% Reduced · −890 sh | Q2 2026 | |
| 20 | Susquehanna International Group, LLP | 18K | $343K | ▲New +18K sh | Q1 2026 | |
| 21 | DHJJ Financial Advisors, Ltd. | 17K | $339K | ▲+3.2% Added · +533 sh | Q2 2026 | |
| 22 | Merit Financial Group, LLC | 15K | $294K | —Held | Q2 2026 | |
| 23 | Occidental Asset Management, LLC | 14K | $268K | —Held | Q2 2026 | |
| 24 | Principal Securities, Inc. | 13K | $248K | ▼−2.3% Reduced · −300 sh | Q2 2026 | |
| 25 | Cassady Wealth & Retirement Planning, LLC | 12K | $228K | ▲New +12K 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, 5 funds opened a new position in DDFM and 9 added to an existing one, while 2 reduced. 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 |
|---|---|---|
| Nvidia CorpNVDA | 22 funds | $4.2B |
| Apple IncAAPL | 22 funds | $4.2B |
| Amazon.com IncAMZN | 22 funds | $3.6B |
| Microsoft CorpMSFT | 22 funds | $2.6B |
| Alphabet Inc-CL AGOOGL | 22 funds | $1.9B |
| Broadcom IncAVGO | 22 funds | $1.7B |
| JPMorgan Chase & CoJPM | 22 funds | $1.4B |
| Advanced Micro DevicesAMD | 22 funds | $1.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 22 funds | $978.5M |
| Invesco QQQ Trust Series 1QQQ | 22 funds | $972.5M |
| Goldman Sachs Group IncGS | 22 funds | $470.4M |
| Ishares Core S&P 500 ETFIVV | 21 funds | $15.6B |
Ranked by how many of DDFM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DDFM.
| 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 DDFM
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/DDFM/capital-change-brief"
Use Arkolith's capital_change_brief for DDFM. 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 DDFM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.