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Disclosery

DDFO INNOVATOR ETFS TRUST

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ETF (fund)

59 managers (59 13F filers) reported a position in DDFO shares at 2026-06-30, 3,665,254 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
59
13F filers
59
New
6
Added
11
Reduced
19
Sold out
5
Shares held by filers
3,665,254

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Valtinson Bruner Financial Planning LLC489,751$11M2.76%-1,82113F-HRTimeline
SageView Advisory Group, LLC482,639$10.9M0.36%-19,26613F-HRTimeline
Creative Planningin group Creative Planning482,639$10.9M0.01%-19,26613F-HRTimelineGroup
Weaver Capital Management LLC471,002$10.1M2.23%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC273,383$6.15M0.01%-45,11713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…112,082$2.52M<0.01%+101,31013F-HRTimelineGroup
Southland Equity Partners LLC83,962$1.89M0.33%013F-HRTimeline
AE Wealth Management LLC65,308$1.47M0.01%+54,61213F-HRTimeline
Cetera Investment Advisers65,040$1.46M<0.01%-1,30013F-HRTimeline
Cambridge Investment Research Advisors,…59,915$1.35M<0.01%-13,17213F-HR/ATimeline
HARBOUR INVESTMENTS, INC.59,849$1.35M0.02%-2,81413F-HRTimeline
Kingsview Wealth Management, LLC54,288$1.22M0.01%+8,62113F-HRTimeline
CENTAURUS FINANCIAL, INC.49,532$1.11M0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,811$1.05M<0.01%+8913F-HRTimelineGroup
Castle Rock Wealth Management, LLC45,848$1.03M0.2%-13313F-HRTimeline
Modern Wealth Management, LLC45,672$1.03M0.01%+4,94013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,264$906K0.02%-4,00713F-HRTimeline
Summit Financial, LLC37,288$839K0.01%new13F-HRTimeline
World Investment Advisors38,415$824K0.01%013F-HRTimeline
Welch Financial Planning, LLC32,693$736K0.43%+52013F-HRTimeline
Farther Finance Advisors, LLC31,795$716K0.01%-76313F-HRTimeline
Cornerstone Wealth Group, LLC30,425$685K0.04%013F-HRTimeline
Atria Investments, Inc29,757$670K0.01%-5,98213F-HRTimeline
WORLD EQUITY GROUP, INC.29,757$670K0.15%-5,98213F-HRTimeline
IFP Advisors, Inc29,079$655K0.01%-3,51313F-HRTimeline
Archer Investment Corp26,753$602K0.12%-100,00013F-HR/ATimeline
CALTON & ASSOCIATES, INC.24,517$552K0.08%+1,00013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,030$541K0.01%+12,29513F-HRTimelineGroup
OLD MISSION CAPITAL LLC23,758$535K0.01%new13F-HRTimeline
Financial Solutions Advisory Group, Inc.23,291$525K0.07%+37713F-HRTimeline
DHJJ Financial Advisors, Ltd.23,177$522K0.15%013F-HRTimeline
HighTower Advisors, LLC23,092$520K<0.01%013F-HRTimeline
HRT FINANCIAL LP20,997$472K<0.01%new13F-HRTimeline
Keystone Wealth Services, LLC20,649$465K0.09%-1113F-HRTimeline
Grantvest Financial Group LLC20,283$457K0.26%013F-HRTimeline
Foundations Investment Advisors, LLC19,487$439K<0.01%013F-HRTimeline
Caliber Wealth Management, LLC / KS18,354$413K0.04%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC16,807$378K0.04%-2,33513F-HRTimeline
Sigma Planning Corp16,652$375K0.01%-18,59613F-HRTimeline
Allworth Financial LP15,842$357K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,364$346K<0.01%-17,55813F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…14,806$333K0.15%+1,77113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,777$310K0.01%-23513F-HRTimeline
NewEdge Advisors, LLC13,385$301K<0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,237$298K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,995$293K0.02%013F-HRTimeline
Pitti Group Wealth Management, LLC11,150$251K0.18%013F-HRTimeline
Merit Financial Group, LLC10,774$243K<0.01%013F-HR/ATimeline
Koshinski Asset Management, Inc.10,646$240K0.01%013F-HRTimeline
Pallas Capital Advisors LLC9,390$211K0.01%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.9,320$210K0.1%new13F-HRTimeline
Capital Investment Advisors, LLC8,922$201K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,050$159K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,065$91.5K<0.01%+3,51013F-HRTimelineGroup
Aptus Capital Advisors, LLC3,250$73.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG965$21.7K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC675$15.2K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC400$9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…200$4.5K<0.01%013F-HRTimelineGroup