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NDAA · Ned Davis Research 360 Dynamic Allocation ETF ETF

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$24.44 0.00 (-0.01%) 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: 4
Total Value: $1,597,316
Total Shares: 73,538

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 4 13F filers · Δ vs Dec 31, 2025
Top Holder
68.1%
Dec 2024 → Mar 2026 · range 52.3% – 100.0%
−31.9 pts
Top 5
100.0%
Dec 2024 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2024 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
5,151
Dec 2024 → Mar 2026 · range 5,010 – 10,000
Highly concentrated−4,849

Quarterly Activity

vs Dec 31, 2025
New
3
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +3
Institutional value: +46.6%
Shares held: +46.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
HighTower Advisors, LLC +9 50,098

Top Sellers

vs Dec 31, 2025
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Ascentis Independent Advisors 12,975 $281,829
Brookwood Investment Group LLC 10,375 $225,355
WFA of San Diego, LLC 90 $1,954

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
Filter: New 3 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 4 of 4
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
HighTower Advisors, LLC NDAA $1,088,178 68.13% 50,098
Ascentis Independent Advisors NDAA $281,829 17.64% 12,975
Brookwood Investment Group LLC NDAA $225,355 14.11% 10,375
WFA of San Diego, LLC NDAA $1,954 0.12% 90