4 institutions reported holding $1.5M of NED DAVIS RESEARCH 360 DYNAMIC ALLOCATION ETF (NDAA) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($1.2M), Brookwood Investment Group LLC ($255,084), WFA of San Diego, LLC ($0), Golden State Equity Partners ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $1.2M | 50,758 | Added |
| 2 | Brookwood Investment Group LLC | $255,084 | 10,707 | Added |
| 3 | WFA of San Diego, LLC | $0 | 0 | Exited |
| 4 | Golden State Equity Partners | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30