Skip to content
Disclosery

DDM PROSHARES TR

Follow

INDX FD (fund)

44 managers (44 13F filers) reported a position in DDM shares at 2025-03-31, 580,977 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
44
13F filers
44
New
7
Added
7
Reduced
13
Sold out
7
Shares held by filers
580,977

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Global View Capital Management LLC253,769$23.2M8.43%-8,16513F-HRTimeline
GenWealth Group, Inc.70,673$6.47M1.43%+3,69313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,809$5.2M0.01%new13F-HRTimelineGroup
Capital Investment Counsel, Inc33,325$3.05M0.45%-10013F-HRTimeline
CPR Investments Inc.22,770$2.08M1.85%+1,32913F-HRTimeline
Koshinski Asset Management, Inc.12,717$1.16M0.1%-14713F-HRTimeline
Cassaday & Co Wealth Management LLC12,449$1.14M0.03%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,289$1.03M0.02%-34,21113F-HRTimelineGroup
Castleview Partners, LLC9,970$912K0.62%+94113F-HRTimeline
Beaton Management Co. Inc.8,550$782K0.41%-5013F-HRTimeline
TOWNSQUARE CAPITAL LLC8,236$754K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG7,925$725K<0.01%+2,32513F-HRTimelineGroup
Plotkin Financial Advisors, LLC7,511$687K0.42%-6413F-HRTimeline
Balefire, LLC7,108$650K0.22%-14,71513F-HRTimeline
Discipline Wealth Solutions, LLC6,179$565K0.27%-4,91313F-HRTimeline
Federation des caisses Desjardins du Qu…5,810$532K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC5,229$478K0.49%+17613F-HRTimeline
Creative Planningin group Creative Planning4,586$420K<0.01%-1,43013F-HRTimelineGroup
Harvest Investment Services, LLC4,479$410K0.11%-1,59813F-HRTimeline
Financial Engines Advisors L.L.C.4,262$390K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,452$316K<0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC3,000$274K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,850$261K0.01%013F-HRTimeline
Keener Financial Planning LLC2,755$252K0.16%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,707$248K<0.01%-51013F-HRTimeline
Capital Investment Advisory Services, L…2,602$238K0.02%+32513F-HRTimeline
Dale Q Rice Investment Management Ltd2,526$231K0.12%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,370$217K0.05%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,500$137K<0.01%013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.1,150$105K0.36%new13F-HRTimeline
Qube Research & Technologies Ltd698$63.9K<0.01%-81213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…370$33.8K<0.01%013F-HRTimelineGroup
Headlands Technologies LLC343$31.4K<0.01%-81213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY330$30.2K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…250$22.9K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…105$9.61K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC97$8.84K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.75$7K<0.01%013F-HRTimeline
Sandy Spring Bank55$5.03K<0.01%new13F-HRTimeline
IFP Advisors, Inc50$4.57K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.44$4.04K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$74<0.01%+113F-HRTimelineGroup
Allworth Financial LP1$47<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.