Who owns DDFSWhat DDFS owns — n/a

Who owns DDFS?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of DDFS from SEC Form 13F filings across 44 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, 44 institutions disclosed 1.3M shares of DDFS worth $28.2M; the largest disclosed holder is OSAIC HOLDINGS, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$28.2M

value, 2026 filers

1.3M

shares disclosed

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 DDFS's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	OSAIC HOLDINGS, INC.	271,684	$6.0M	0.0%	—	-3.2%
2	COMMONWEALTH EQUITY SERVICES, LLC	134,038	$2.9M	0.0%	—	-28.5%
3	Welch Financial Planning, LLC	89,586	$2.0M	1.1%	—	-45.1%
4	ROTHSCHILD INVESTMENT LLC	57,865	$1.3M	0.0%	—	0.0%
5	Cetera Investment Advisers	55,986	$1.2M	0.0%	—	-7.5%
6	INDEPENDENT FINANCIAL GROUP, LLC	54,168	$1.2M	0.0%	—	-21.6%
7	SUSQUEHANNA INTERNATIONAL GROUP, LLP	52,610	$1.2M	0.0%	—	-50.2%
8	Composition Wealth, LLC	50,781	$1.1M	0.0%	—	0.0%
9	KINGSWOOD WEALTH ADVISORS, LLC	40,679	$893,718	0.0%	—	-1.2%
10	Clearstead Advisors, LLC	38,520	$846,285	0.0%	—	0.0%
11	HARBOUR INVESTMENTS, INC.	32,322	$710,114	0.0%	—	0.0%
12	Visionary Wealth Advisors	31,083	$682,894	0.0%	—	-0.9%
13	Summit Financial, LLCNEW	30,720	$674,918	0.0%	—	new
14	CENTAURUS FINANCIAL, INC.	29,061	$638	0.0%	—	0.0%
15	Brookstone Capital Management	28,925	$635,482	0.0%	—	-0.4%
16	ENVESTNET ASSET MANAGEMENT INC	28,569	$627,661	0.0%	—	+0.1%
17	Physician Wealth Advisors, Inc.	28,554	$627,332	0.1%	—	0.0%
18	Blue Sky Capital Consultants Group, Inc.	26,567	$583,677	0.2%	—	0.0%
19	Dynamic Advisor Solutions LLC	24,430	$536,727	0.0%	—	0.0%
20	AE Wealth Management LLC	24,401	$536,090	0.0%	—	+253.6%
21	Foundations Investment Advisors, LLC	23,662	$519,854	0.0%	—	-3.6%
22	HRT FINANCIAL LPNEW	23,649	$519	0.0%	—	new
23	Pallas Capital Advisors LLC	19,265	$423,252	0.0%	—	0.0%
24	UBS Group AG	13,370	$293,739	0.0%	—	+92.7%
25	Beacon Financial Advisory LLC	13,067	$287,082	0.1%	—	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.