Who owns DDFL
Which tracked institutional funds hold DDFL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DDFL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened DDFL while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DDFL’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DDFL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DDFL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 47 tracked filers holding DDFL, 12 increased or opened the position and 25 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DDFL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- Clear Point Advisors Inc.$686K
Largest adds
- Farther Finance Advisors, LLC$1M
- HARBOUR INVESTMENTS, INC.$671K
- World Investment Advisors$491K
Largest trims
- IFP Advisors, Inc$3M
- NewEdge Advisors, LLC$1M
- BENJAMIN EDWARDS INC$347K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC added | 211,885 | $4M | 9.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 200,098 | $4M | 9.0% | 2026-Q1 |
| Southland Equity Partners LLC | 169,864 | $3M | 7.7% | 2026-Q1 |
| Sigma Planning Corp trimmed | 149,110 | $3M | 6.7% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 135,434 | $3M | 6.1% | 2026-Q1 |
| Welch Financial Planning, LLC trimmed | 123,676 | $3M | 5.6% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 111,008 | $2M | 5.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 74,711 | $2M | 3.4% | 2026-Q1 |
| RETIREMENT GUYS FORMULA LLC trimmed | 57,715 | $1M | 2.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 49,728 | $1M | 2.2% | 2026-Q1 |
| World Investment Advisors trimmed | 47,126 | $968K | 2.1% | 2026-Q1 |
| Cetera Investment Advisers added | 45,771 | $940K | 2.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC | 45,328 | $931K | 2.0% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 44,438 | $913K | 2.0% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 39,069 | $803K | 1.8% | 2026-Q1 |
| ACT Advisors, LLC. | 37,813 | $777K | 1.7% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 36,380 | $747K | 1.6% | 2026-Q1 |
| Composition Wealth, LLC | 31,720 | $652K | 1.4% | 2026-Q1 |
| Strategic Blueprint, LLC | 31,513 | $647K | 1.4% | 2026-Q1 |
| Kestra Advisory Services, LLC | 27,323 | $561K | 1.2% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 26,683 | $548K | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 26,294 | $540K | 1.2% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 26,104 | $536K | 1.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC | 25,075 | $515K | 1.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 22,590 | $464K | 1.0% | 2026-Q1 |
| Castle Rock Wealth Management, LLC | 19,019 | $392K | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,019 | $350K | 0.8% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC trimmed | 13,582 | $279K | 0.6% | 2026-Q1 |
| Pinnacle Wealth Management Group, Inc. | 12,630 | $259K | 0.6% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC | 11,659 | $240K | 0.5% | 2026-Q1 |
| Trek Financial, LLC | 11,377 | $234K | 0.5% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 11,120 | $228K | 0.5% | 2026-Q1 |
| Core Wealth Advisors, Inc. new | 10,937 | $225K | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 10,317 | $212K | 0.5% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. | 7,279 | $150K | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 6,433 | $132K | 0.3% | 2026-Q1 |
| RED REEF ADVISORS LLC | 5,708 | $117K | 0.3% | 2026-Q1 |
| Physician Wealth Advisors, Inc. | 4,294 | $88K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 3,643 | $75K | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 57,345 | $57K | 0.1% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 2,500 | $51K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 1,750 | $36K | 0.1% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC new | 1,750 | $36K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 1,700 | $35K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 720 | $15K | 0.0% | 2026-Q1 |
| UBS Group AG added | 477 | $10K | 0.0% | 2026-Q1 |
| GILPIN WEALTH MANAGEMENT, LLC | 400 | $8K | 0.0% | 2026-Q1 |
| Elmwood Wealth Management, Inc. new | 89,857 | $2M | 4.0% | 2025-Q3 stale |
| Moloney Securities Asset Management, LLC new | 43,645 | $881K | 1.9% | 2025-Q3 stale |
| Clear Point Advisors Inc. trimmed | 33,399 | $686K | 1.5% | 2025-Q4 stale |
| Stenger Family Office, LLC new | 6,530 | $331K | 0.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC new | 12,959 | $266K | 0.6% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC trimmed | 11,026 | $227K | 0.5% | 2025-Q4 stale |
| Worth Asset Management, LLC new | 11,128 | $225K | 0.5% | 2025-Q3 stale |
| Insight Wealth Partners, LLC new | 11,110 | $224K | 0.5% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC added | 10,463 | $215K | 0.5% | 2025-Q4 stale |
| Americana Partners, LLC new | 10,075 | $203K | 0.4% | 2025-Q3 stale |
| AssuredPartners Investment Advisors, LLC new | 9,826 | $202K | 0.4% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. new | 2,129 | $43K | 0.1% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC new | 500 | $10K | 0.0% | 2025-Q3 stale |
| Steward Partners Investment Advisory, LLC trimmed | 230 | $5K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.