DDFL

Invtr Eq D Di 15 B ETF - Jul

-$4.7M

Net Activity

Institutions Holding

47

Popularity Rank

#6152

Avg Weight

0.15%

Total Value

$40.1M

Ownership Trend

47 institutions currently hold DDFL, with 12 net buyers and 25 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

25

Net Buying Institutions

12

Key Holders

Key Holders

Top 5 by Value

CE
Commonwealth Equity Services, LLC
$4.4M
HI
Harbour Investments, INC.
$4.1M
SE
Southland Equity Partners LLC
$3.5M
SP
Sigma Planning Corp
$3.1M
CA
Corrado Advisors, LLC
$2.8M

Top 5 by Conviction

WF
Welch Financial Planning, LLC
1.83%
CA
Corrado Advisors, LLC
1.45%
SE
Southland Equity Partners LLC
0.68%
DI
Diligent Investors, LLC
0.56%
RG
Retirement Guys Formula LLC
0.55%
View all 47 holding institutions

Quarterly Activity

Recent Activity

+$12.5M

Total Buy Value

$24.5M

Total Sell Value

New buy4
Trim18
Add8
Sold out7

12

Net Buyers

25

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVTR EQ D DI 15 B ETF - JUL (DDFL)?
Major stakeholders currently include Commonwealth Equity Services, LLC ($4.4M), Harbour Investments, INC. ($4.1M), Southland Equity Partners LLC ($3.5M). Based on the latest 13F filings, there are a total of 47 tracked investment funds and institutions maintaining positions in DDFL.
What is the overall institutional sentiment toward DDFL recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $4.7M, driven by 12 managers accumulating shares while 25 reduced their exposure.
Which institutions have been selling or reducing their DDFL positions?
In the latest period, 18 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $24.5M.
Are there any notable investors adding DDFL to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $12.5M.

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