DAK · Dakota Active Equity ETF ETF
$29.90
-0.11 (-0.37%)
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.
Holders: 2
Total Value: $36,409,062
Total Shares: 1,422,896
Institutional Ownership Trend
3 quarters
Holder Concentration
Across 2 13F filers · Δ vs Dec 31, 2025Top Holder
100.0%
−0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,998
Highly concentrated−2
Quarterly Activity
vs Dec 31, 2025
New
1
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+1
Institutional value:
-3.9%
Shares held:
+0.0%
Top Buyers
vs Dec 31, 2025No qualifying movers this quarter.
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | −64 | 1,422,730 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega UBS Group AG | 166 | $4,247 |
Top Sold-Out Positions
vs Dec 31, 2025No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid Dakota Wealth Management DAK | $36,404,815 | 99.99% | 1,422,730 | Shares | 2026-05-07 | |
| Mega UBS Group AG DAK | $4,247 | 0.01% | 166 | Shares | 2026-05-05 |