Institutional Holders (2026 Q1)
18 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DDTN. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Southland Equity Partners LLC | 0.22% | 59,271 | $1.1M |
| 2 | Occidental Asset Management, LLC | 0.03% | 14,450 | $271K |
| 3 | DHJJ Financial Advisors, Ltd. | 0.02% | 2,525 | $47K |
| 4 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 0.01% | 4,600 | $86K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 331,146 | $6.2M |
| 6 | Archer Investment Corp | 0.01% | 1,576 | $30K |
| 7 | IFP Advisors, Inc | 0.01% | 15,345 | $287K |
| 8 | Brookstone Capital Management | 0.00% | 22,225 | $416K |
| 9 | TRUIST FINANCIAL CORP | 0.00% | 61,152 | $1.1M |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 58,164 | $1.1M |
| 11 | Merit Financial Group, LLC | 0.00% | 10,250 | $192K |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 61,152 | $1.1M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|