Defined Duration 10 ETFDDXETF
13F holders, Q1 2025 (March 31)6holders
1new positions
1sold out
$22.98avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Defined Duration 10 ETF (DDX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Orcam Financial Group ($36.9M), Federation des caisses Desjardins du Quebec ($5.2M) and Pathway Financial Advisors LLC ($2.0M).
- Company
- Defined Duration 10 ETF
- Filed as
- EA SERIES TRUST (Q1 2025)
- CUSIP
- 02072L748
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $92K |
| Exits | 1 | $256K |
All 13F filers, Q4 2024 → Q1 2025: 99,975 shares bought and 11,493 shares sold, net +88,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Orcam Financial Group | 34.56% | Add +2.5% | 1,605,230 | $36.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +33.3% | 228,833 | $5.2M |
| Pathway Financial Advisors LLC | 0.35% | Add +0.0% | 85,654 | $2.0M |
| Royal Bank of Canada | 0.00% | New | 4,015 | $92K |
| UBS Group AG | 0.00% | Reduce -44.1% | 33 | $759 |
| Morgan Stanley | 0.00% | No change | 1 | $45 |
"% of holder's portfolio" is DDX's weight in each manager's 13F, not the share of Defined Duration 10 ETF the manager owns.