% of shares outstanding is not shown for DUKH: 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 DUKH 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 | VestGen Advisors, LLC | 337,417337,417 | $8M | — | NEW |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 108,725108,725 | $3M | — | ADD 10% |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,61013,610 | $326,364 | — | TRIM -49% |
| 4 | Farther Finance Advisors, LLC | 1,8121,812 | $43,416 | — | NEW |
| 5 | Steward Partners Investment Advisory, LLC | 1,0001,000 | $23,930 | — | NEW |
| 6 | OSAIC HOLDINGS, INC. | 150150 | $3,590 | — | TRIM -97% |
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 |
|---|---|---|---|---|---|---|---|
| VestGen Advisors, LLC | — | — | — | — | — | 337K | $8M |
| ENVESTNET ASSET MANAGEMENT INC | 24K | 35K | 35K | 32K | 99K | 109K | $3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | — | — | 26K | 27K | 14K | $326,364 |
| Farther Finance Advisors, LLC | — | — | — | — | — | 2K | $43,416 |
| Steward Partners Investment Advisory, LLC | — | — | — | — | — | 1K | $23,930 |
| OSAIC HOLDINGS, INC. | — | 950 | 950 | 950 | 5K | 150 | $3,590 |
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 | 6 | 462,714 | — | $11M |
| 2025-Q4 | 5 | 143,665 | — | $4M |
| 2025-Q3 | 6 | 99,523 | — | $2M |
| 2025-Q2 | 6 | 99,870 | — | $2M |
| 2025-Q1 | 4 | 126,728 | — | $3M |
| 2024-Q4 | 3 | 70,769 | — | $2M |
| 2024-Q3 | 2 | 25,833 | — | $668,423 |
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 | |
|---|---|---|---|
| VestGen Advisors, LLC | +337,417 | $8M | OPEN |
| ENVESTNET ASSET MANAGEMENT INC | +10,042 | $240,305 | ADD |
| Farther Finance Advisors, LLC | +1,812 | $43,361 | OPEN |
| Steward Partners Investment Advisory, LLC | +1,000 | $23,930 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −13,045 | $312,167 | TRIM |
| Cambridge Investment Research Advisors, Inc. | −12,977 | $310,540 | CLOSE |
| OSAIC HOLDINGS, INC. | −5,000 | $119,650 | TRIM |
| UBS Group AG | −200 | $4,786 | 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).
