% of shares outstanding is not shown for DDTD: 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 DDTD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | COMPASS CAPITAL CORP /MA/ /ADV | 79,33979,339 | $2M | — | TRIM -7% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 62,40862,408 | $1M | — | ADD 3% |
| 3 | MACROVIEW INVESTMENT MANAGEMENT LLC | 60,88360,883 | $1M | — | — |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | 52,54852,548 | $982,250 | — | NEW |
| 5 | IFP Advisors, Inc | 31,55131,551 | $589,767 | — | — |
| 6 | OLD MISSION CAPITAL LLC | 23,30823,308 | $435,684 | — | — |
| 7 | Janney Montgomery Scott LLC | 23,20223,202 | $434,000 | — | — |
| 8 | Kestra Advisory Services, LLC | 22,06722,067 | $412,487 | — | ADD 407% |
| 9 | Southland Equity Partners LLC | 21,78721,787 | $407,254 | — | — |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,93413,934 | $260,461 | — | TRIM -21% |
| 11 | Cornerstone Wealth Group, LLC | 13,06213,062 | $256,211 | — | — |
| 12 | HighTower Advisors, LLC | 10,50010,500 | $196,271 | — | — |
| 13 | Physician Wealth Advisors, Inc. | 2,1002,100 | $39,255 | — | — |
| 14 | HARBOUR INVESTMENTS, INC. | 1,5701,570 | $29,347 | — | — |
| 15 | Capital Analysts, LLC | 1,0511,051 | $20,000 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| COMPASS CAPITAL CORP /MA/ /ADV | — | — | — | — | 85K | 79K | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 61K | 62K | $1M |
| MACROVIEW INVESTMENT MANAGEMENT LLC | — | — | — | — | 61K | 61K | $1M |
| SAGESPRING WEALTH PARTNERS, LLC | — | — | — | — | — | 53K | $982,250 |
| IFP Advisors, Inc | — | — | — | — | 32K | 32K | $589,767 |
| OLD MISSION CAPITAL LLC | — | — | — | — | 23K | 23K | $435,684 |
| Janney Montgomery Scott LLC | — | — | — | — | 23K | 23K | $434,000 |
| Kestra Advisory Services, LLC | — | — | — | — | 4K | 22K | $412,487 |
| Southland Equity Partners LLC | — | — | — | — | 22K | 22K | $407,254 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | 18K | 14K | $260,461 |
| Cornerstone Wealth Group, LLC | — | — | — | — | 13K | 13K | $256,211 |
| HighTower Advisors, LLC | — | — | — | — | 11K | 11K | $196,271 |
| Physician Wealth Advisors, Inc. | — | — | — | — | 2K | 2K | $39,255 |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | 2K | 2K | $29,347 |
| Capital Analysts, LLC | — | — | — | — | 1K | 1K | $20,000 |
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 | 15 | 419,310 | — | $8M |
| 2025-Q4 | 17 | 396,406 | — | $8M |
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 | |
|---|---|---|---|
| SAGESPRING WEALTH PARTNERS, LLC | +52,548 | $982,253 | OPEN |
| Kestra Advisory Services, LLC | +17,713 | $331,100 | ADD |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,660 | $31,030 | ADD |
| OLD MISSION CAPITAL LLC | +447 | $8,356 | — |
| MACROVIEW INVESTMENT MANAGEMENT LLC | +229 | $4,281 | — |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| JANE STREET GROUP, LLC | −39,082 | $730,540 | CLOSE |
| COMPASS CAPITAL CORP /MA/ /ADV | −5,718 | $106,884 | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −3,701 | $69,181 | TRIM |
| ROYAL BANK OF CANADA | −1,132 | $21,160 | CLOSE |
| UBS Group AG | −60 | $1,122 | 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).
