Who owns DDFO
Which tracked institutional funds hold DDFO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DDFO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
7 tracked funds added or opened DDFO while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
DDFO’s largest tracked holder by dollar value, Valtinson Bruner Financial Planning LLC, sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DDFO 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 2026-Q1 and 2026-Q2, across 55 tracked filers holding DDFO, 18 increased or opened the position and 26 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 DDFO between the 2026-Q1 and 2026-Q2 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.
New buyers 2
- Summit Financial, LLC$839K
- OLD MISSION CAPITAL LLC$535K
Full exits 2
- Cambridge Investment Research Advisors, Inc.$2M
- CENTAURUS FINANCIAL, INC.$1M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- AE Wealth Management LLC$1M
- Valtinson Bruner Financial Planning LLC$479K
- Brookstone Capital Management$289K
- NewEdge Advisors, LLC$288K
Largest trims
- Archer Investment Corp$2M
- COMMONWEALTH EQUITY SERVICES, LLC$678K
- Sigma Planning Corp$381K
- CITADEL ADVISORS LLC$360K
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 |
|---|---|---|---|---|
| Valtinson Bruner Financial Planning LLC trimmed | 489,751 | $11M | 12.9% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 482,639 | $11M | 12.8% | 2026-Q2 |
| Creative Planning trimmed | 482,639 | $11M | 12.8% | 2026-Q2 |
| Weaver Capital Management LLC | 471,002 | $10M | 11.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 273,383 | $6M | 7.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 112,082 | $3M | 3.0% | 2026-Q2 |
| Southland Equity Partners LLC | 83,962 | $2M | 2.2% | 2026-Q2 |
| AE Wealth Management LLC added | 65,308 | $1M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 65,040 | $1M | 1.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 59,849 | $1M | 1.6% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 54,288 | $1M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 46,811 | $1M | 1.2% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 45,848 | $1M | 1.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 45,672 | $1M | 1.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 40,264 | $906K | 1.1% | 2026-Q2 |
| Summit Financial, LLC new | 37,288 | $839K | 1.0% | 2026-Q2 |
| World Investment Advisors | 38,415 | $824K | 1.0% | 2026-Q2 |
| Welch Financial Planning, LLC added | 32,693 | $736K | 0.9% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 31,795 | $716K | 0.8% | 2026-Q2 |
| Cornerstone Wealth Group, LLC | 30,425 | $685K | 0.8% | 2026-Q2 |
| Atria Investments, Inc trimmed | 29,757 | $670K | 0.8% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. trimmed | 29,757 | $670K | 0.8% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 29,079 | $655K | 0.8% | 2026-Q2 |
| Archer Investment Corp trimmed | 26,753 | $602K | 0.7% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. added | 24,517 | $552K | 0.6% | 2026-Q2 |
| Brookstone Capital Management added | 24,030 | $541K | 0.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 23,758 | $535K | 0.6% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. added | 23,291 | $525K | 0.6% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 23,177 | $522K | 0.6% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 20,649 | $465K | 0.5% | 2026-Q2 |
| Grantvest Financial Group LLC | 20,283 | $457K | 0.5% | 2026-Q2 |
| Foundations Investment Advisors, LLC | 19,487 | $439K | 0.5% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS | 18,354 | $413K | 0.5% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 16,807 | $378K | 0.4% | 2026-Q2 |
| Sigma Planning Corp trimmed | 16,652 | $375K | 0.4% | 2026-Q2 |
| Allworth Financial LP | 15,842 | $357K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 15,364 | $346K | 0.4% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 14,806 | $333K | 0.4% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 13,777 | $310K | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC | 13,385 | $301K | 0.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. | 13,237 | $298K | 0.3% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED | 12,995 | $293K | 0.3% | 2026-Q2 |
| Pitti Group Wealth Management, LLC | 11,150 | $251K | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC | 10,774 | $243K | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. | 10,646 | $240K | 0.3% | 2026-Q2 |
| Pallas Capital Advisors LLC | 9,390 | $211K | 0.2% | 2026-Q2 |
| Pinnacle Wealth Management Group, Inc. added | 9,320 | $210K | 0.2% | 2026-Q2 |
| Capital Investment Advisors, LLC new | 8,922 | $201K | 0.2% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 7,050 | $159K | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 4,065 | $92K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 3,250 | $73K | 0.1% | 2026-Q2 |
| UBS Group AG added | 965 | $22K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 675 | $15K | 0.0% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC | 400 | $9K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 200 | $5K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 73,087 | $2M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 49,532 | $1M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 23,092 | $495K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Crusonia Wealth Advisors LLC new | 11,676 | $250K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| AssuredPartners Investment Advisors, LLC | 11,255 | $243K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| ADAPT WEALTH ADVISORS, LLC | 10,416 | $223K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| GUARDIAN WEALTH ADVISORS, LLC / NC new | 3,250 | $70K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 200 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MACROVIEW INVESTMENT MANAGEMENT LLC new | 61,817 | $1M | 1.6% | 2025-Q4 stale (2 quarters behind) |
| Clear Point Advisors Inc. new | 25,774 | $557K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 19,777 | $427K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Visionary Wealth Advisors new | 11,789 | $255K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 6,974 | $151K | 0.2% | 2025-Q4 stale (2 quarters behind) |
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.