Who Owns Discipline Fund ETF (DDX)?Hedge Fund & Institutional Holders
Institutional Holders
6
as of Q4 2025
Total Institutional Value
$4316990.0T
% of Float Held
—
QoQ Change in Holders
+1 / -0
Price History
DDX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| GTS SECURITIES LLC | New Position | +20K | +$0 |
| ROYAL BANK OF CANADA | Increased | +3K | +$-14.0M |
| Pathway Financial Advisors LLC | Increased | +1K | +$-2.1B |
| Orcam Financial Group | Increased | +91K | +$-40.6B |
DDX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Federation des caisses Desjardins du Quebec | Decreased | -5K | -$9.0B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Orcam Financial Group | 1,785,229 | $43.2M | 32.36% | Share |
| 2 | Federation des caisses Desjardins du Quebec | 371,837 | $9.0M | 0.03% | Share |
| 3 | Pathway Financial Advisors LLC | 88,427 | $2.2M | 0.27% | Share |
| 4 | ROYAL BANK OF CANADA | 3,341 | $0 | 0.00% | Share |
| 5 | GTS SECURITIES LLC | 20,273 | $0 | 0.00% | Share |
| 6 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
DDX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $54.3M | +1 |
| Q3 2025 | 5 | $51.8B | -2 |
| Q2 2025 | 7 | $49.2B | +1 |
| Q1 2025 | 6 | $44.2B | -1 |
| Q4 2024 | 7 | $40.9B | +1 |
| Q3 2024 | 6 | $591.6B | +0 |
| Q2 2024 | 6 | $207.8B | +0 |
| Q1 2024 | 6 | $235.7B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 6 institutional investors hold DDX (Discipline Fund ETF). The largest holder is Orcam Financial Group with $43.2M in shares. This quarter, 1 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own DDX?
As of Q4 2025, 6 institutional investors report holding DDX (Discipline Fund ETF) in their 13F filings.
Who is the largest institutional holder of DDX?
The largest institutional holder of DDX is Orcam Financial Group with $43.2M in shares.
Is institutional ownership of DDX increasing or decreasing?
This quarter, 1 institutions opened new positions in DDX and 0 closed their positions.