DDLS

Wisdmtre Dy Int Smlcap Ef-US$44.69 1.97%
UnclassifiedUSCUSIP 97717X271· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
30
+1 QoQ
13F Value (tracked)
$39.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)3 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$44.69 1.97%5Y +28.4%
$26.59$32.06$37.52$42.98$48.4520212022202320242025202642222324462425434
Hover for who · click for detailEnd-of-day closing prices52w $38.55 – $46.94
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Use DDLS data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns DDLS

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

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DDLS"
Ask your agent
Use Arkolith to show who owns DDLS,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

30 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1AE Wealth Management LLC
$11.0M
252K
+32%
Added · +60K sh
Q1 2026
2KESTRA PRIVATE WEALTH SERVICES, LLC
$9.5M
218K
New
+218K sh
Q1 2026
3Cetera Investment Advisers
$8.8M
203K
+0.8%
Added · +2K sh
Q1 2026
4Lido Advisors, LLC
$3.5M
81K
+6.4%
Added · +5K sh
Q1 2026
5LPL Financial LLC
$2.4M
55K
−6.3%
Reduced · −4K sh
Q1 2026
6JANE STREET GROUP, LLC
$2.1M
47K
+39%
Added · +13K sh
Q1 2026
7MERCER GLOBAL ADVISORS INC /ADV
$380K
9K
New
+9K sh
Q1 2026
8Composition Wealth, LLC
$300K
7K
−0.3%
Reduced · −24 sh
Q1 2026
9Compound Planning, Inc.
$266K
6K
−11%
Reduced · −776 sh
Q1 2026
10COMMONWEALTH EQUITY SERVICES, LLC
$249K
6K
−39%
Reduced · −4K sh
Q1 2026
11Modera Wealth Management, LLC
$244K
6K
Held
Q1 2026
12BANK OF AMERICA CORP /DE/
$234K
5K
+8.3%
Added · +413 sh
Q1 2026
13Quantinno Capital Management LP
$233K
5K
Held
Q1 2026
14Larson Financial Group LLC
$161K
4K
Held
Q1 2026
15MORGAN STANLEY
$100K
2K
Held
Q1 2026
16ROYAL BANK OF CANADA
$90K
2K
+41%
Added · +603 sh
Q1 2026
17Geneos Wealth Management Inc.
$56K
1K
Held
Q1 2026
18UBS Group AG
$38K
867
−24%
Reduced · −270 sh
Q1 2026
19CREATIVE FINANCIAL DESIGNS INC /ADV
$24K
549
−39%
Reduced · −355 sh
Q1 2026
20FMR LLC
$21K
491
+25%
Added · +98 sh
Q1 2026
21O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$19K
446
+8.8%
Added · +36 sh
Q1 2026
22IFP Advisors, Inc
$18K
411
Held
Q1 2026
23MATHER GROUP, LLC.
$17K
391
New
+391 sh
Q1 2026
24OSAIC HOLDINGS, INC.
$16K
361
New
+361 sh
Q1 2026
25Allworth Financial LP
$13K
296
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)
2
funds
Added
1
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

30 funds+20 since Q2 2022
01530Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $39.7M

Funds that own DDLS also own

CompanyCo-held byCombined value
APPLE INCAAPL12 funds$4.0B
SS SPDR S&P 500 ETF TRUST-USSPY12 funds$3.9B
NVIDIA CORPNVDA12 funds$3.4B
MICROSOFT CORPMSFT12 funds$2.5B
ISHARES CORE S&P 500 ETFIVV12 funds$1.9B
STE STR SPDR PT S&P 500 ETFSPYM12 funds$1.9B
AMAZON.COM INCAMZN12 funds$1.7B
ALPHABET INC-CL AGOOGL12 funds$1.4B
ALPHABET INC-CL CGOOG12 funds$1.2B
ISHARES S&P 500 GROWTH ETFIVW12 funds$1.2B
VANGUARD GROWTH ETFVUG12 funds$1.2B
BROADCOM INCAVGO12 funds$1.1B

Ranked by how many of DDLS'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 DDLS. 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.