53 tracked 13F filers disclose a position in DDFO as of the latest SEC 13F filings, a combined $74.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $10.8M | 502K | ▲New +502K sh | Q1 2026 | |
| 2 | Valtinson Bruner Financial Planning LLC | $11.0M | 490K | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 3 | SageView Advisory Group, LLC | $10.9M | 483K | ▼−3.8% Reduced · −19K sh | Q2 2026 | |
| 4 | Weaver Capital Management LLC | $10.1M | 471K | —Held | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 319K | ▼−6.5% Reduced · −22K sh | Q1 2026 | |
| 6 | Southland Equity Partners LLC | $1.9M | 84K | —Held | Q2 2026 | |
| 7 | Cetera Investment Advisers | $1.4M | 66K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 8 | HARBOUR INVESTMENTS, INC. | $1.3M | 63K | ▼−76% Reduced · −204K sh | Q1 2026 | |
| 9 | Kingsview Wealth Management, LLC | $1.2M | 54K | ▲+19% Added · +9K sh | Q2 2026 | |
| 10 | CENTAURUS FINANCIAL, INC. | $1.1M | 50K | —Held | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $1.0M | 47K | ▲New +47K sh | Q1 2026 | |
| 12 | Castle Rock Wealth Management, LLC | $1.0M | 46K | ▼−0.3% Reduced · −133 sh | Q2 2026 | |
| 13 | Modern Wealth Management, LLC | $876K | 41K | ▲New +41K sh | Q1 2026 | |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $906K | 40K | ▼−9.1% Reduced · −4K sh | Q2 2026 | |
| 15 | Summit Financial, LLC | $839K | 37K | ▲New +37K sh | Q2 2026 | |
| 16 | CITADEL ADVISORS LLC | $706K | 33K | ▲New +33K sh | Q1 2026 | |
| 17 | Welch Financial Planning, LLC | $736K | 33K | ▲+1.6% Added · +520 sh | Q2 2026 | |
| 18 | Farther Finance Advisors, LLC | $700K | 33K | ▲+11% Added · +3K sh | Q1 2026 | |
| 19 | Cornerstone Wealth Group, LLC | $685K | 30K | —Held | Q2 2026 | |
| 20 | Atria Investments, Inc | $670K | 30K | ▼−17% Reduced · −6K sh | Q2 2026 | |
| 21 | WORLD EQUITY GROUP, INC. | $670K | 30K | ▼−17% Reduced · −6K sh | Q2 2026 | |
| 22 | IFP Advisors, Inc | $655K | 29K | ▼−11% Reduced · −4K sh | Q2 2026 | |
| 23 | Archer Investment Corp | $602K | 27K | ▼−79% Reduced · −100K sh | Q2 2026 | |
| 24 | CALTON & ASSOCIATES, INC. | $552K | 25K | ▲+4.3% Added · +1K sh | Q2 2026 | |
| 25 | Financial Solutions Advisory Group, Inc. | $525K | 23K | ▲+1.6% Added · +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, 3 funds opened a new position in DDFO and 4 added to an existing one, while 8 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 24 funds | $5.8B |
| APPLE INCAAPL | 24 funds | $3.9B |
| AMAZON.COM INCAMZN | 24 funds | $3.0B |
| MICROSOFT CORPMSFT | 24 funds | $2.4B |
| MICRON TECHNOLOGY INCMU | 24 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 24 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 24 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $1.4B |
| TESLA INCTSLA | 24 funds | $1.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 24 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 24 funds | $855.2M |
Ranked by how many of DDFO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.7M |
| ZMARmc | 83 funds | $50.7M |
| ZDEKmc | 79 funds | $64.9M |
| ZJUNmc | 71 funds | $62.6M |
| ZSEPmc | 70 funds | $85.1M |
| ZNOVmc | 67 funds | $55.0M |
| ZOCTmc | 66 funds | $61.8M |
| KDECmc | 64 funds | $62.9M |
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 DDFO
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/DDFO/capital-change-brief"
Use Arkolith's capital_change_brief for DDFO. 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 DDFO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.