Ocean Pa Diversified in ETFDUKZETF
13F holders, Q1 2025 (March 31)6holders +3
4new positions
1sold out
$24.91avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Ocean Pa Diversified in ETF (DUKZ) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 1 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($924K), Commonwealth Equity Services, LLC ($281K) and Independent Financial Group, LLC ($201K).
- Company
- Ocean Pa Diversified in ETF
- Filed as
- NORTHERN LIGHTS FD TR (Q1 2025)
- CUSIP
- 66538J282
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $492K |
| Exits | 1 | $491K |
All 13F filers, Q4 2024 → Q1 2025: 23,781 shares bought and 19,448 shares sold, net +4,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.1% | 37,084 | $924K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,290 | $281K |
| Independent Financial Group, LLC | 0.01% | New | 8,072 | $201K |
| Harbour Investments, Inc. | 0.00% | No change | 597 | $15K |
| UBS Group AG | 0.00% | New | 400 | $10K |
| Osaic Holdings, Inc. | 0.00% | New | 3 | $74 |
"% of holder's portfolio" is DUKZ's weight in each manager's 13F, not the share of Ocean Pa Diversified in ETF the manager owns.