Who owns DDFL?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DDFL from SEC Form 13F filings across 50 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.
As of the 2026-06-30 reporting period, 50 institutions disclosed 2.1M shares of DDFL worth $37.8M; the largest disclosed holder is CENTAURUS FINANCIAL, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
50
13F holders
$37.8M
value, 2026 filers
2.1M
shares disclosed
10
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 DDFL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CENTAURUS FINANCIAL, INC.NEW | 347,995 | $7,388 | 0.0% | — | new |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 178,812 | $3.8M | 0.0% | — | -15.6% |
| 3 | Southland Equity Partners LLC | 169,864 | $3.6M | 0.6% | — | 0.0% |
| 4 | CORRADO ADVISORS, LLC | 139,927 | $3.0M | 1.4% | — | +3.3% |
| 5 | HARBOUR INVESTMENTS, INC. | 117,997 | $2.5M | 0.0% | — | -41.0% |
| 6 | Diligent Investors, LLC | 114,998 | $2.4M | 0.5% | — | +3.6% |
| 7 | SIGNATUREFD, LLCNEW | 94,206 | $2.0M | 0.0% | — | new |
| 8 | Welch Financial Planning, LLC | 85,711 | $1.8M | 1.1% | — | -30.7% |
| 9 | Farther Finance Advisors, LLC | 80,018 | $1.7M | 0.0% | — | +7.1% |
| 10 | NewEdge Advisors, LLC | 57,235 | $1.2M | 0.0% | — | -0.2% |
| 11 | RETIREMENT GUYS FORMULA LLC | 55,727 | $1.2M | 0.4% | — | -3.4% |
| 12 | World Investment Advisors | 46,309 | $967,194 | 0.0% | — | -1.7% |
| 13 | Cetera Investment Advisers | 45,771 | $971,718 | 0.0% | — | 0.0% |
| 14 | KFG WEALTH MANAGEMENT, LLC | 44,438 | $943,419 | 0.1% | — | 0.0% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,880 | $867,882 | 0.0% | — | +140.2% |
| 16 | BENJAMIN EDWARDS INC | 36,380 | $772,347 | 0.0% | — | 0.0% |
| 17 | Summit Financial, LLCNEW | 34,350 | $729,251 | 0.0% | — | new |
| 18 | ARS Wealth Advisors Group, LLCNEW | 34,100 | $723,943 | 0.1% | — | new |
| 19 | Sigma Planning Corp | 32,119 | $681,886 | 0.0% | — | -78.5% |
| 20 | Composition Wealth, LLC | 31,720 | $673,416 | 0.0% | — | 0.0% |
| 21 | Strategic Blueprint, LLC | 31,513 | $669,021 | 0.0% | — | 0.0% |
| 22 | ACT Advisors, LLC. | 30,266 | $642,547 | 0.2% | — | -20.0% |
| 23 | Kestra Advisory Services, LLC | 27,157 | $576,543 | 0.0% | — | -0.6% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 25,653 | $544,613 | 0.0% | — | -2.4% |
| 25 | Dynamic Advisor Solutions LLC | 25,075 | $532,342 | 0.0% | — | 0.0% |
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.