Who owns Defined Duration 10 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DDX from SEC Form 13F filings across 6 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, 6 institutions disclosed 2.5M shares of Defined Duration 10 ETF worth $62.5M — about 94.3% of shares outstanding; the largest disclosed holder is Orcam Financial Group. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$62.5M
value, 2026 filers
94.3%
of shares outstanding (2.5M sh)
1
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 DDX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Orcam Financial Group | 1.9M | $47.8M | 23.3% | 72% | +6.2% |
| 2 | Federation des caisses Desjardins du Quebec | 497,983 | $12.5M | 0.0% | 18.9% | +25.1% |
| 3 | Pathway Financial Advisors LLC | 89,572 | $2.2M | 0.3% | 3.4% | +0.9% |
| 4 | ROYAL BANK OF CANADA | 365 | $9,000 | 0.0% | 0% | +36400.0% |
| 5 | MORGAN STANLEY | 1 | $33 | 0.0% | 0% | 0.0% |
| 6 | UBS Group AGNEW | 1 | $25 | 0.0% | 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.