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DF Tactical 30 ETF (DFTT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Donoghue Forlines LLC
DECREASED
Shares171,224 from 189,758
Change-18,534 (-10%)
Value$5.3M (-$770.1K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares10,766 from 11,118
Change-352 (-3%)
Value$336.2K (-$22.2K)
Filed 2026-10-15
Fortitude Advisory Group L.L.C.
NEW
Shares6,450
Change+6,450
Value$201.4K
Filed 2026-10-15
Farther Finance Advisors, LLC
UNCHANGED
Shares3,915 from 3,915
Change0 (0%)
Value$122.3K (-$3.9K)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$22.7K (-$733)
Filed 2026-10-21
World Equity Group, Inc.
CLOSED
Shares0 from 9,459
Change-9,459 (-100%)
Value$0 (-$304.9K)
Filed 2026-10-14
Wellington Grp LLC
CLOSED
Shares0 from 1,455
Change-1,455 (-100%)
Value$0 (-$35.6K)
Filed 2026-11-06
Envestnet Asset Management Inc
N/A
Shares— from 774,120
Change-774,120 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 306,817
Change-306,817 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,659
Change-13,659 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12,834
Change-12,834 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Status
Donoghue Forlines LLC
DECREASED171,224189,758-18,534-10%$6.1M$5.3M-$770.1K2026-11-02
Atria Investments, Inc
DECREASED10,76611,118-352-3%$358.4K$336.2K-$22.2K2026-10-15
Fortitude Advisory Group L.L.C.
NEW6,450—+6,450——$201.4K—2026-10-15
Farther Finance Advisors, LLC
UNCHANGED3,9153,91500%$126.2K$122.3K-$3.9K2026-10-08
Assetmark, Inc
UNCHANGED72772700%$23.4K$22.7K-$7332026-10-21
World Equity Group, Inc.
CLOSED09,459-9,459-100%$304.9K$0-$304.9K2026-10-14
Wellington Grp LLC
CLOSED01,455-1,455-100%$35.6K$0-$35.6K2026-11-06
Envestnet Asset Management Inc
N/A—774,120-774,120-100%$25.0M———
MML Investors Services, LLC
N/A—306,817-306,817-100%$9.9M———
BFC Planning, Inc.
N/A—13,659-13,659-100%$440.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12,834-12,834-100%$413.7K———
UBS Group AG
N/A—1,191-1,191-100%$38.4K———
Showing 12 of 12 institutions