Among active 13F managers last quarter, 24 opened and 1 added, while none reduced or exited; the largest holder to move was Gradient Investments LLC (+179%).
39 tracked 13F filers disclose a position in DDFZ as of the latest SEC 13F filings, a combined $71.8M 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 | Gradient Investments LLC | 2.2M | $42.5M | ▲+179% Added · +1.4M sh | Q2 2026 | |
| 2 | NewEdge Advisors, LLC | 235K | $4.6M | ▲New +235K sh | Q2 2026 | |
| 3 | Kingsview Wealth Management, LLC | 214K | $4.1M | ▲New +214K sh | Q2 2026 | |
| 4 | Ausdal Financial Partners, Inc. | 205K | $4.0M | ▲New +205K sh | Q2 2026 | |
| 5 | Centaurus Financial, Inc. | 137K | $2.7M | ▲New +137K sh | Q2 2026 | |
| 6 | Sigma Planning Corp | 119K | $2.3M | ▲New +119K sh | Q2 2026 | |
| 7 | WealthPLAN Partners, LLC | 57K | $1.1M | ▲New +57K sh | Q2 2026 | |
| 8 | Merit Financial Group, LLC | 50K | $966K | ▲New +50K sh | Q2 2026 | |
| 9 | Schulz Wealth, LTD. | 36K | $703K | ▲New +36K sh | Q2 2026 | |
| 10 | Foundations Investment Advisors, LLC | 36K | $690K | ▲New +36K sh | Q2 2026 | |
| 11 | Silver Oak Securities, Incorporated | 35K | $676K | ▲New +35K sh | Q2 2026 | |
| 12 | Kovack Advisors, Inc. | 32K | $628K | ▲New +32K sh | Q2 2026 | |
| 13 | Archer Investment Corp | 32K | $612K | ▲New +32K sh | Q2 2026 | |
| 14 | Kestra Advisory Services, LLC | 31K | $601K | ▲New +31K sh | Q2 2026 | |
| 15 | Brown Financial Advisors | 25K | $491K | ▲New +25K sh | Q2 2026 | |
| 16 | White Knight Strategic Wealth Advisors, LLC | 23K | $450K | ▲New +23K sh | Q2 2026 | |
| 17 | IFP Advisors, Inc | 21K | $413K | ▲New +21K sh | Q2 2026 | |
| 18 | Applied Capital LLC | 21K | $409K | ▲New +21K sh | Q2 2026 | |
| 19 | Red Crane Wealth Management, LLC | 20K | $394K | ▲New +20K sh | Q2 2026 | |
| 20 | Summit Financial, LLC | 19K | $370K | ▲New +19K sh | Q2 2026 | |
| 21 | Mattson Financial Services, LLC | 17K | $327K | ▲New +17K sh | Q2 2026 | |
| 22 | Trek Financial, LLC | 16K | $307K | ▲New +16K sh | Q2 2026 | |
| 23 | Paladin Wealth, LLC | 16K | $306K | ▲+64% Added · +6K sh | Q2 2026 | |
| 24 | Caliber Wealth Management, LLC / KS | 14K | $264K | ▲New +14K sh | Q2 2026 | |
| 25 | Kraematon Investment Advisors, Inc | 13K | $259K | ▲New +13K 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, 24 funds opened a new position in DDFZ and 1 added to an existing one, 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 | 24 funds | $2.6B |
| Microsoft CorpMSFT | 24 funds | $1.1B |
| Nvidia CorpNVDA | 23 funds | $2.0B |
| Amazon.com IncAMZN | 23 funds | $1.1B |
| Meta Platforms Inc-Class AMETA | 23 funds | $500.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 23 funds | $487.0M |
| Eli Lilly & CoLLY | 23 funds | $451.4M |
| Vanguard Total Stock MKT ETFVTI | 22 funds | $952.9M |
| Alphabet Inc-CL CGOOG | 22 funds | $842.3M |
| Alphabet Inc-CL AGOOGL | 22 funds | $787.7M |
| Broadcom IncAVGO | 22 funds | $755.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 22 funds | $705.3M |
Ranked by how many of DDFZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DDFZ.
| 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 | 66 funds | $61.8M |
| 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 DDFZ
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/DDFZ/capital-change-brief"
Use Arkolith's capital_change_brief for DDFZ. 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 DDFZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.