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DDX · Defined Duration 10 ETF ETF

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$25.44 +0.01 (+0.03%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $42,256,353
Total Shares: 1,838,112

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2024
Top Holder
87.3%
Jun 2022 → Mar 2025 · range 85.4% – 99.7%
+2.0 pts
Top 5
100.0%
Jun 2022 → Mar 2025 · range 100.0% – 100.0%
+0.0 pts
Top 10
100.0%
Jun 2022 → Mar 2025 · range 100.0% – 100.0%
0.0 pts
HHI
7,782
Jun 2022 → Mar 2025 · range 7,394 – 9,933
Highly concentrated+387

Quarterly Activity

vs Dec 31, 2024
New
1
Increased
2
Decreased
1
Sold Out
2
Unchanged
2
Holder count: -1
Institutional value: +3.3%
Shares held: +0.2%

Top Buyers

vs Dec 31, 2024
Institution Added Now Holds Open
Federation des caisses Desjardins du Quebec +57,144 228,833
Orcam Financial Group +38,814 1,605,230

Top Sellers

vs Dec 31, 2024
Institution Sold Now Holds Open
UBS Group AG −26 33

Top New Positions

vs Dec 31, 2024
Institution Acquired Value (USD) Open
ROYAL BANK OF CANADA 4,015 $92,300

Top Sold-Out Positions

vs Dec 31, 2024
Institution Previously Held Last Value (USD) Open
Pathway Financial Advisors LLC 85,652 $1,908,926
SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,467 $255,565
Filter: New 1 Increased 2 Reduced 1 Sold out 2 Unchanged 2
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Orcam Financial Group DDX $36,902,632 87.33% 1,605,230
Federation des caisses Desjardins du Quebec DDX $5,260,641 12.45% 228,833
ROYAL BANK OF CANADA DDX $92,300 0.22% 4,015
UBS Group AG DDX $758 0.00% 33
MORGAN STANLEY DDX $22 0.00% 1
PROEQUITIES, INC. DDX $0 0.00% 0