Who owns DDFA?
Institutional ownership of DDFA from SEC Form 13F filings across 31 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
31
13F holders
$77.9M
value, 2026 filers
4.0M
shares disclosed
31
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DDFA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Allworth Financial LPNEW | 2.5M | $50.4M | 0.2% | — | new |
| 2 | SIGNATUREFD, LLCNEW | 399,063 | $8.1M | 0.1% | — | new |
| 3 | Brookstone Capital ManagementNEW | 143,288 | $2.9M | 0.0% | — | new |
| 4 | Cambridge Investment Research Advisors, Inc.NEW | 135,648 | $2,740 | 0.0% | — | new |
| 5 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 98,995 | $2.0M | 0.0% | — | new |
| 6 | JANE STREET GROUP, LLCNEW | 89,521 | $1.8M | 0.0% | — | new |
| 7 | Benson Wealth Management INCNEW | 79,641 | $1.6M | 1.6% | — | new |
| 8 | HighTower Advisors, LLCNEW | 67,688 | $1.4M | 0.0% | — | new |
| 9 | WPWealth LLPNEW | 55,226 | $1.1M | 0.2% | — | new |
| 10 | INDEPENDENT FINANCIAL GROUP, LLCNEW | 47,823 | $966,025 | 0.0% | — | new |
| 11 | ENVESTNET ASSET MANAGEMENT INCNEW | 43,753 | $883,811 | 0.0% | — | new |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 41,416 | $836,603 | 0.0% | — | new |
| 13 | MML INVESTORS SERVICES, LLCNEW | 40,921 | $826,604 | 0.0% | — | new |
| 14 | Composition Wealth, LLCNEW | 33,734 | $681,427 | 0.0% | — | new |
| 15 | SILVER OAK SECURITIES, INCORPORATEDNEW | 33,552 | $677,750 | 0.0% | — | new |
| 16 | Archer Investment CorpNEW | 31,988 | $646,158 | 0.1% | — | new |
| 17 | Cetera Investment AdvisersNEW | 31,318 | $632,624 | 0.0% | — | new |
| 18 | Southland Equity Partners LLCNEW | 31,209 | $630,422 | 0.1% | — | new |
| 19 | DHJJ Financial Advisors, Ltd.NEW | 20,398 | $412,040 | 0.1% | — | new |
| 20 | IFP Advisors, IncNEW | 16,065 | $324,513 | 0.0% | — | new |
| 21 | Cape Investment Advisory, Inc.NEW | 14,515 | $293,203 | 0.1% | — | new |
| 22 | Ausdal Financial Partners, Inc.NEW | 12,244 | $247,329 | 0.0% | — | new |
| 23 | Trek Financial, LLCNEW | 10,866 | $219,493 | 0.0% | — | new |
| 24 | HARBOUR INVESTMENTS, INC.NEW | 6,747 | $136,289 | 0.0% | — | new |
| 25 | IMA Advisory Services, Inc.NEW | 4,000 | $80,800 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.