Who owns DDTN
Which tracked institutional funds hold DDTN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DDTN 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
4 tracked funds added or opened DDTN while 2 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
DDTN’s largest tracked holder by dollar value, Goldenstone Wealth Management LLC, sizes it at 9.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DDTN 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 23 tracked filers holding DDTN, 9 increased or opened the position and 6 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 DDTN 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.
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- AE Wealth Management LLC$1M
- Goldenstone Wealth Management LLC$752K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$705K
Largest trims
- TRUIST FINANCIAL CORP$875K
- ENVESTNET ASSET MANAGEMENT INC$869K
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 |
|---|---|---|---|---|
| Goldenstone Wealth Management LLC trimmed | 735,350 | $15M | 46.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 337,885 | $7M | 21.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 113,381 | $2M | 7.1% | 2026-Q2 |
| AE Wealth Management LLC added | 81,436 | $2M | 5.1% | 2026-Q2 |
| Southland Equity Partners LLC | 59,271 | $1M | 3.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 57,765 | $1M | 3.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 21,462 | $438K | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 19,900 | $404K | 1.2% | 2026-Q2 |
| Occidental Asset Management, LLC added | 15,700 | $320K | 1.0% | 2026-Q2 |
| IFP Advisors, Inc | 15,345 | $313K | 1.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 15,195 | $310K | 1.0% | 2026-Q2 |
| Brookstone Capital Management trimmed | 14,041 | $286K | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 13,544 | $276K | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 13,256 | $270K | 0.8% | 2026-Q2 |
| Merit Financial Group, LLC | 10,250 | $209K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 5,600 | $114K | 0.4% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4,600 | $94K | 0.3% | 2026-Q2 |
| UBS Group AG added | 3,849 | $78K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,185 | $65K | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 2,525 | $51K | 0.2% | 2026-Q2 |
| BARCLAYS PLC new | 2,286 | $47K | 0.1% | 2026-Q2 |
| Archer Investment Corp | 1,576 | $32K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 639 | $13K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 15,174 | $291K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Hiley Hunt Wealth Management new | 12,730 | $244K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Elmwood Wealth Management, Inc. new | 10,532 | $202K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 1,025 | $20K | 0.1% | 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.