Institutional Holders (2026 Q1)
19 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DDTO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Southland Equity Partners LLC | 0.41% | 99,811 | $2.1M |
| 2 | Blue Sky Capital Consultants Group, Inc. | 0.16% | 15,737 | $334K |
| 3 | CRA Financial Services, LLC | 0.06% | 22,874 | $485K |
| 4 | Physician Wealth Advisors, Inc. | 0.02% | 5,723 | $121K |
| 5 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 0.02% | 4,700 | $100K |
| 6 | Dynamic Advisor Solutions LLC | 0.01% | 13,955 | $296K |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | 0.01% | 9,500 | $201K |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 121,181 | $2.6M |
| 9 | IFP Advisors, Inc | 0.00% | 4,698 | $100K |
| 10 | Cambridge Investment Research Advisors, Inc. | 0.00% | 16,445 | — |
| 11 | HighTower Advisors, LLC | 0.00% | 9,440 | $200K |
| 12 | DHJJ Financial Advisors, Ltd. | 0.00% | 20 | — |
| 13 | UBS Group AG | 0.00% | 198 | $4K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|