Who Owns Ocean Park Diversified Income ETF (DUKZ)?Hedge Fund & Institutional Holders
Institutional Holders
9
as of Q4 2025
Total Institutional Value
$40004022.2T
% of Float Held
—
QoQ Change in Holders
+6 / -1
Price History
DUKZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | New Position | +167K | +$4.0M |
| Mutual Advisors, LLC | New Position | +16K | +$402K |
| Ocean Park Asset Management, LLC | New Position | +9K | +$218K |
| Kestra Advisory Services, LLC | New Position | +2K | +$0 |
| Envestnet Portfolio Solutions, Inc. | New Position | +9K | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +18K | +$0 |
| OSAIC HOLDINGS, INC. | Increased | +16K | +$-75K |
DUKZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| UBS Group AG | Closed Position | -126 | -$3.2M |
| Cambridge Investment Research Advisors, Inc. | Decreased | -2K | -$806K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 166,905 | $4.0M | 0.00% | Share |
| 2 | Mutual Advisors, LLC | 15,917 | $402K | 0.01% | Share |
| 3 | Ocean Park Asset Management, LLC | 8,624 | $218K | 0.01% | Share |
| 4 | HARBOUR INVESTMENTS, INC. | 597 | $15K | 0.00% | Share |
| 5 | Kestra Advisory Services, LLC | 2,053 | $0 | 0.00% | Share |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 17,657 | $0 | 0.00% | Share |
| 7 | Envestnet Portfolio Solutions, Inc. | 9,277 | $0 | 0.00% | Share |
| 8 | Cambridge Investment Research Advisors, Inc. | 29,616 | $0 | 0.00% | Share |
| 9 | OSAIC HOLDINGS, INC. | 16,000 | $0 | 0.00% | Share |
DUKZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 9 | $4.6M | +5 |
| Q3 2025 | 4 | $19.3M | -1 |
| Q2 2025 | 5 | $21.3M | +0 |
| Q1 2025 | 5 | $26.1M | +1 |
| Q4 2024 | 4 | $507.2M | +0 |
| Q3 2024 | 4 | $435.8B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 9 institutional investors hold DUKZ (Ocean Park Diversified Income ETF). The largest holder is ENVESTNET ASSET MANAGEMENT INC with $4.0M in shares. This quarter, 6 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own DUKZ?
As of Q4 2025, 9 institutional investors report holding DUKZ (Ocean Park Diversified Income ETF) in their 13F filings.
Who is the largest institutional holder of DUKZ?
The largest institutional holder of DUKZ is ENVESTNET ASSET MANAGEMENT INC with $4.0M in shares.
Is institutional ownership of DUKZ increasing or decreasing?
This quarter, 6 institutions opened new positions in DUKZ and 1 closed their positions.