Who owns DDFO?
Institutional ownership of DDFO from SEC Form 13F filings across 47 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.
47
13F holders
$53.7M
value, 2026 filers
2.5M
shares disclosed
6
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 DDFO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 482,639 | $10.9M | 0.0% | — | -3.8% |
| 2 | SageView Advisory Group, LLCNEW | 482,639 | $10.9M | 0.4% | — | new |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 273,383 | $6.2M | 0.0% | — | -14.2% |
| 4 | Cambridge Investment Research Advisors, Inc. | 119,830 | $2,698 | 0.0% | — | +64.0% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 112,082 | $2.5M | 0.0% | — | +940.5% |
| 6 | Southland Equity Partners LLC | 83,962 | $1.9M | 0.3% | — | 0.0% |
| 7 | AE Wealth Management LLC | 65,308 | $1.5M | 0.0% | — | +510.6% |
| 8 | Cetera Investment Advisers | 65,040 | $1.5M | 0.0% | — | -2.0% |
| 9 | HARBOUR INVESTMENTS, INC. | 59,849 | $1.3M | 0.0% | — | -4.5% |
| 10 | OSAIC HOLDINGS, INC. | 46,811 | $1.1M | 0.0% | — | +0.2% |
| 11 | Castle Rock Wealth Management, LLC | 45,848 | $1.0M | 0.2% | — | -0.3% |
| 12 | Modern Wealth Management, LLC | 45,672 | $1.0M | 0.0% | — | +12.1% |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | 40,264 | $906,343 | 0.0% | — | -54.5% |
| 14 | World Investment Advisors | 38,415 | $824,064 | 0.0% | — | 0.0% |
| 15 | Summit Financial, LLCNEW | 37,288 | $839,353 | 0.0% | — | new |
| 16 | Cornerstone Wealth Group, LLC | 30,425 | $684,867 | 0.0% | — | 0.0% |
| 17 | Atria Investments, Inc | 29,757 | $669,830 | 0.0% | — | -16.7% |
| 18 | WORLD EQUITY GROUP, INC. | 29,757 | $669,829 | 0.1% | — | -16.7% |
| 19 | IFP Advisors, Inc | 29,079 | $654,568 | 0.0% | — | -10.8% |
| 20 | Archer Investment Corp | 26,753 | $602,210 | 0.1% | — | -78.9% |
| 21 | CALTON & ASSOCIATES, INC. | 24,517 | $551,878 | 0.1% | — | +4.3% |
| 22 | Brookstone Capital Management | 24,030 | $540,915 | 0.0% | — | +104.8% |
| 23 | OLD MISSION CAPITAL LLCNEW | 23,758 | $534,792 | 0.0% | — | new |
| 24 | DHJJ Financial Advisors, Ltd. | 23,177 | $521,715 | 0.2% | — | 0.0% |
| 25 | HighTower Advisors, LLC | 23,092 | $519,801 | 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.