Who owns DDTL
Which tracked institutional funds hold DDTL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DDTL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
6 tracked funds added or opened DDTL while 3 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
DDTL’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DDTL 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 36 tracked filers holding DDTL, 13 increased or opened the position and 18 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 DDTL 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
- RED CRANE WEALTH MANAGEMENT, LLC$1M
- SWMG, LLC$792K
Full exits 1
- Gradient Investments LLC$39M
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- INVESTMENT MANAGEMENT CORP /VA/ /ADV$659K
- Beacon Pointe Advisors, LLC$637K
- WORLD EQUITY GROUP, INC.$404K
Largest trims
- CreativeOne Wealth, LLC$529K
- Farther Finance Advisors, LLC$278K
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 |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV added | 469,826 | $10M | 10.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 373,284 | $8M | 8.6% | 2026-Q2 |
| Southland Equity Partners LLC | 154,592 | $3M | 3.6% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC trimmed | 132,165 | $3M | 3.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 89,860 | $2M | 2.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 88,709 | $2M | 2.0% | 2026-Q2 |
| Pinnacle Wealth Management Group, Inc. | 81,285 | $2M | 1.9% | 2026-Q2 |
| Brookstone Capital Management trimmed | 68,669 | $2M | 1.6% | 2026-Q2 |
| CORRADO ADVISORS, LLC trimmed | 58,601 | $1M | 1.4% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC new | 56,591 | $1M | 1.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC | 47,298 | $1M | 1.1% | 2026-Q2 |
| SWMG, LLC new | 35,898 | $792K | 0.8% | 2026-Q2 |
| Stratos Wealth Advisors, LLC | 35,500 | $781K | 0.8% | 2026-Q2 |
| Atria Investments, Inc trimmed | 32,282 | $710K | 0.7% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 22,004 | $484K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 20,797 | $458K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 20,130 | $443K | 0.5% | 2026-Q2 |
| Weaver Consulting Group | 18,583 | $409K | 0.4% | 2026-Q2 |
| Diligent Investors, LLC | 14,200 | $312K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 13,220 | $291K | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC | 12,195 | $268K | 0.3% | 2026-Q2 |
| Occidental Asset Management, LLC | 10,450 | $230K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 9,477 | $208K | 0.2% | 2026-Q2 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC new | 9,205 | $203K | 0.2% | 2026-Q2 |
| TrustBank new | 9,150 | $201K | 0.2% | 2026-Q2 |
| RED REEF ADVISORS LLC | 6,081 | $134K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 4,478 | $99K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 2,916 | $64K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 2,059 | $45K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,921 | $42K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,396 | $31K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,020 | $22K | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. | 900 | $20K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 592 | $13K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 278 | $6K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 273 | $6K | 0.0% | 2026-Q2 |
| Gradient Investments LLC added | 1,866,754 | $39M | 40.4% | 2026-Q1 stale (1 quarter behind) |
| Brown Financial Advisors trimmed | 22,031 | $456K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 19,145 | $396K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Paladin Wealth, LLC trimmed | 14,491 | $300K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 14,481 | $299K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Mattson Financial Services, LLC trimmed | 12,766 | $264K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| A4 Wealth Advisors LLC trimmed | 10,802 | $223K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| TopTier Wealth Management, LLC new | 1,676 | $35K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Safe Harbor Wealth Advisors, LLC new | 383,250 | $8M | 8.4% | 2025-Q4 stale (2 quarters behind) |
| SAGESPRING WEALTH PARTNERS, LLC | 19,324 | $404K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,845 | $39K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 197 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Luminist Capital LLC new | 151,444 | $3M | 3.2% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC new | 28,946 | $593K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| SeaCrest Wealth Management, LLC new | 17,809 | $367K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Worth Asset Management, LLC new | 11,094 | $227K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Moloney Securities Asset Management, LLC new | 10,140 | $208K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 624 | $13K | 0.0% | 2025-Q3 stale (3 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.