% of shares outstanding is not shown for DDFD: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for DDFD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| SIGNATUREFD, LLC | — | — | — | — | 1.3M | 1.3M | $25M |
| Creative Planning | — | — | — | — | — | 533K | $10M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 326K | $6M |
| OSAIC HOLDINGS, INC. | — | — | — | — | — | 320K | $6M |
| MML INVESTORS SERVICES, LLC | — | — | — | — | — | 302K | $6M |
| SYKON CAPITAL LLC | — | — | — | — | 155K | 197K | $4M |
| Kingsview Wealth Management, LLC | — | — | — | — | 193K | 196K | $4M |
| Ausdal Financial Partners, Inc. | — | — | — | — | 189K | 190K | $4M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 170K | 186K | $4M |
| Cambridge Investment Research Advisors, Inc. | — | — | — | — | 125K | 126K | $2M |
| Welch Financial Planning, LLC | — | — | — | — | 91K | 95K | $2M |
| Brookstone Capital Management | — | — | — | — | 89K | 89K | $2M |
| Weaver Capital Management LLC | — | — | — | — | 103K | 81K | $2M |
| Archer Investment Corp | — | — | — | — | 74K | 75K | $1M |
| Diligent Investors, LLC | — | — | — | — | 66K | 71K | $1M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 52 | 5,026,566 | — | $95M |
| 2025-Q4 | 50 | 3,914,884 | — | $75M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Creative Planning | +532,843 | $10M | OPEN |
| ENVESTNET ASSET MANAGEMENT INC | +325,615 | $6M | OPEN |
| OSAIC HOLDINGS, INC. | +319,679 | $6M | OPEN |
| MML INVESTORS SERVICES, LLC | +302,303 | $6M | OPEN |
| SAGESPRING WEALTH PARTNERS, LLC | +52,567 | $995,219 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| SageView Advisory Group, LLC | −501,452 | $9M | CLOSE |
| JANE STREET GROUP, LLC | −38,734 | $733,328 | CLOSE |
| Weaver Capital Management LLC | −21,891 | $414,449 | TRIM |
| Keystone Wealth Services, LLC | −20,660 | $391,143 | CLOSE |
| CALTON & ASSOCIATES, INC. | −20,214 | $382,700 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
