Who owns DUKZ?
Ocean Park Diversified Income ETF · Ocean
17 institutions reported holding DUKZ, worth $41.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DUKZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Spartan Wealth Advisory Services LLC | Bingham Farms, MI | $10.4M | 407,807 | +3,286 shares |
| VestGen Advisors, LLC | Chicago, IL | $8.5M | 332,545 | +15,011 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $6.7M | 262,632 | +232,207 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $6.0M | 235,918 | +42,278 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.5M | 97,563 | +80,429 shares |
| Independent Wealth Network Inc. | Urbandale, IA | $2.0M | 79,950 | New position |
| Independent Financial Group, LLC | San Diego, CA | $1.7M | 64,726 | +15,363 shares |
| Builder Investment Group Inc. | Atlanta, GA | $1.0M | 40,254 | New position |
| Mutual Advisors, LLC | Omaha, NE | $793K | 30,951 | +8,690 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $350K | 13,668 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DUKZ?
17 institutional managers reported holding DUKZ in Form 13F filings for June 30, 2026, worth $41.6M in total. The largest reported position was held by Spartan Wealth Advisory Services LLC, at $10.4M.
Did institutions buy or sell DUKZ last quarter?
Reported 13F value rose 52.9% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DUKZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.