Defined Duration 10 ETFDDXETF
13F holders, Q2 2024 (June 30)6holders
1new positions
1sold out
$22.42avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding Defined Duration 10 ETF (DDX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Orcam Financial Group ($32.2M), Federation des caisses Desjardins du Quebec ($2.5M) and Pathway Financial Advisors LLC ($1.9M).
- Company
- Defined Duration 10 ETF
- Filed as
- EA SERIES TRUST (Q2 2024)
- CUSIP
- 02072L748
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $114K |
| Exits | 1 | $217K |
All 13F filers, Q1 2024 → Q2 2024: 45,332 shares bought and 21,816 shares sold, net +23,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Orcam Financial Group | 34.59% | Add +2.6% | 1,437,652 | $32.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -9.9% | 110,980 | $2.5M |
| Pathway Financial Advisors LLC | 0.51% | Add +0.6% | 83,938 | $1.9M |
| Royal Bank of Canada | 0.00% | New | 5,087 | $114K |
| UBS Group AG | 0.00% | Add +458.0% | 4,096 | $92K |
| Morgan Stanley | 0.00% | No change | 1 | $25 |
"% of holder's portfolio" is DDX's weight in each manager's 13F, not the share of Defined Duration 10 ETF the manager owns.