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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

DDTL

DDTL 13F Ownership Report

Invtr Eq D Di 10 B ETF - Jul

-$8.1M

Net Activity

Institutions Holding

37

Popularity Rank

#6745

Avg Weight

0.37%

Total Value

$75.2M

Ownership Trend

37 institutions currently hold DDTL, with 13 net buyers and 15 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

15

Net Buying Institutions

13

Key Holders

Key Holders

Top 5 by Value

Gradient Investments LLC

Investment Management CORP /va/ /adv

Commonwealth Equity Services, LLC

Southland Equity Partners LLC

Mtm Financial Group, LLC

Top 5 by Conviction

Investment Management CORP /va/ /adv

Mtm Financial Group, LLC

Pinnacle Wealth Management Group, Inc.

Corrado Advisors, LLC

Southland Equity Partners LLC

View all 37 holding institutions

Quarterly Activity

Recent Activity

+$53.8M

Total Buy Value

$18.9M

Total Sell Value

New buy4

Trim12

Add9

Sold out3

13

Net Buyers

15

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 10 B ETF - JUL (DDTL)?

Major stakeholders currently include Gradient Investments LLC ($38.6M), Investment Management CORP /va/ /adv ($9.7M), Commonwealth Equity Services, LLC ($5.2M). Based on the latest 13F filings, there are a total of 37 tracked investment funds and institutions maintaining positions in DDTL.

What is the overall institutional sentiment toward DDTL recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $8.1M, driven by 13 managers accumulating shares while 15 reduced their exposure.

Which institutions have been selling or reducing their DDTL positions?

In the latest period, 12 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $18.9M.

Are there any notable investors adding DDTL to their portfolios?

Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $53.8M.

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