your badges 52W Range $21–$22 66% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

DDFL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $21.65
52W Range $21–$22

DDFL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 50 filers · $37.8M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 50
Value held $37.8M
New positions 10
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (+6 vs prior Q) 7 (+1 vs prior Q) 4 (-4 vs prior Q) 17 (-1 vs prior Q) +139K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
COMMONWEALTH EQUITY SERVICES, LLC $3,796,180 178,812 10.04% Shares
Southland Equity Partners LLC $3,606,213 169,864 9.54% Shares
CORRADO ADVISORS, LLC $2,970,651 139,927 7.86% Shares
HARBOUR INVESTMENTS, INC. $2,505,076 117,997 6.63% Shares
Diligent Investors, LLC $2,441,408 114,998 6.46% Shares
SIGNATUREFD, LLC $1,999,993 94,206 5.29% Shares
Welch Financial Planning, LLC $1,819,645 85,711 4.81% Shares
Farther Finance Advisors, LLC $1,698,782 80,018 4.49% Shares
NewEdge Advisors, LLC $1,215,099 57,235 3.21% Shares
RETIREMENT GUYS FORMULA LLC $1,183,084 55,727 3.13% Shares
Cetera Investment Advisers $971,718 45,771 2.57% Shares
World Investment Advisors $967,194 46,309 2.56% Shares
KFG WEALTH MANAGEMENT, LLC $943,419 44,438 2.50% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $867,882 40,880 2.30% Shares
BENJAMIN EDWARDS INC $772,347 36,380 2.04% Shares
Summit Financial, LLC $729,251 34,350 1.93% Shares
ARS Wealth Advisors Group, LLC $723,943 34,100 1.91% Shares
Sigma Planning Corp $681,886 32,119 1.80% Shares
Composition Wealth, LLC $673,416 31,720 1.78% Shares
Strategic Blueprint, LLC $669,021 31,513 1.77% Shares
ACT Advisors, LLC. $642,547 30,266 1.70% Shares
Kestra Advisory Services, LLC $576,543 27,157 1.52% Shares
ENVESTNET ASSET MANAGEMENT INC $544,613 25,653 1.44% Shares
Dynamic Advisor Solutions LLC $532,342 25,075 1.41% Shares
RED CRANE WEALTH MANAGEMENT, LLC $417,467 19,664 1.10% Shares
Castle Rock Wealth Management, LLC $403,393 19,019 1.07% Shares
SILVER OAK SECURITIES, INCORPORATED $401,820 18,927 1.06% Shares
BIP Wealth, LLC $369,508 17,405 0.98% Shares
CITADEL ADVISORS LLC $336,687 15,859 0.89% Shares
HBW ADVISORY SERVICES LLC $288,346 13,582 0.76% Shares
Pinnacle Wealth Management Group, Inc. $268,135 12,630 0.71% Shares
Gallagher Fiduciary Advisors, LLC $247,521 11,659 0.65% Shares
Core Wealth Advisors, Inc. $232,193 10,937 0.61% Shares
Cassady Wealth & Retirement Planning, LLC $227,034 10,694 0.60% Shares
Applied Capital LLC $211,543 9,964 0.56% Shares
MML INVESTORS SERVICES, LLC $211,451 9,960 0.56% Shares
EVOLUTION WEALTH MANAGEMENT INC. $154,533 7,279 0.41% Shares
Physician Wealth Advisors, Inc. $91,162 4,294 0.24% Shares
RED REEF ADVISORS LLC $89,336 4,208 0.24% Shares
DHJJ Financial Advisors, Ltd. $77,341 3,643 0.20% Shares
BARCLAYS PLC $62,310 2,935 0.16% Shares
ROTHSCHILD INVESTMENT LLC $53,075 2,500 0.14% Shares
LANARK FINANCIAL, INC. $46,281 2,180 0.12% Shares
Aptus Capital Advisors, LLC $37,153 1,750 0.10% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $17,175 809 0.05% Shares
Noble Wealth Management PBC $15,577 720 0.04% Shares
GILPIN WEALTH MANAGEMENT, LLC $8,492 400 0.02% Shares
CENTAURUS FINANCIAL, INC. $7,388 347,995 0.02% Shares
IFP Advisors, Inc $2,548 120 0.01% Shares
Cambridge Investment Research Advisors, Inc. $391 18,429 0.00% Shares

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