Who Owns DDX?

Discipline Fund ETF — Institutional Ownership & 13F Holdings

$24.86

+0.16 (+0.64%)

Market Cap

$58.6M

Shares Outstanding

2,629,480

Institutional Holders

6

Total Inst. Value

$44.2M

% of Float Held

QoQ Holder Change

Institutional data as of Q1 2025

New Positions

1

Closed Positions

2

Increased

3

Decreased

1

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Orcam Financial Group$36.9M1,605,230
2Federation des caisses Desjardins du Quebec$5.2M228,833
3Pathway Financial Advisors LLC$2.0M85,654
4ROYAL BANK OF CANADANew$92K4,015
5UBS Group AG$75933
6MORGAN STANLEY$01

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
UBS Group AG-26$759

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Frequently Asked Questions

How many institutional investors hold DDX?

As of Q1 2025, 6 institutional investors report holding DDX (Discipline Fund ETF) in their 13F filings.

Which hedge fund owns the most DDX?

The largest institutional holder of DDX is Orcam Financial Group with $36.9M in shares.

Are institutions buying or selling DDX?

This quarter, 1 institutions opened new positions in DDX and 2 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.