% of shares outstanding is not shown for DDTN: 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 DDTN 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 |
|---|---|---|---|---|---|---|---|
| Goldenstone Wealth Management LLC | — | — | — | — | 773K | 761K | $14M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | — | — | — | 547K | 331K | $6M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | 61K | 61K | $1M |
| TRUIST FINANCIAL CORP | — | — | — | — | 61K | 61K | $1M |
| Southland Equity Partners LLC | — | — | — | — | 61K | 59K | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 58K | 58K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | — | 25K | $462,133 |
| Brookstone Capital Management | — | — | — | — | 20K | 22K | $416,130 |
| IFP Advisors, Inc | — | — | — | — | 15K | 15K | $287,312 |
| INDEPENDENT FINANCIAL GROUP, LLC | — | — | — | — | 15K | 15K | $284,501 |
| Occidental Asset Management, LLC | — | — | — | — | — | 14K | $270,555 |
| AE Wealth Management LLC | — | — | — | — | — | 13K | $243,424 |
| Merit Financial Group, LLC | — | — | — | — | 10K | 10K | $191,916 |
| OSAIC HOLDINGS, INC. | — | — | — | — | — | 8K | $151,632 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | — | — | — | — | 5K | 5K | $86,128 |
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 | 20 | 1,467,788 | — | $28M |
| 2025-Q4 | 20 | 1,682,987 | — | $32M |
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 | |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +24,682 | $462,133 | OPEN |
| Occidental Asset Management, LLC | +14,450 | $270,555 | OPEN |
| AE Wealth Management LLC | +13,001 | $243,424 | OPEN |
| OSAIC HOLDINGS, INC. | +8,100 | $151,660 | OPEN |
| Brookstone Capital Management | +1,950 | $36,511 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −215,915 | $4M | TRIM |
| JANE STREET GROUP, LLC | −15,174 | $284,110 | CLOSE |
| Goldenstone Wealth Management LLC | −12,740 | $238,537 | — |
| Hiley Hunt Wealth Management | −12,730 | $238,350 | CLOSE |
| Elmwood Wealth Management, Inc. | −10,532 | $197,196 | 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).
