Ocean Park High Income ETF (DUKH)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

34th percentile

4 buying4 selling

+3

New

-2

Closed

+319K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

VestGen Advisors,72.9%

ENVESTNET ASSET MANAGEMENT23.5%

WEALTH ENHANCEMENT ADVISORY SERVICES,2.9%

Farther Finance Advisors,0.4%

Steward Partners Investment Advisory,0.2%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Institutional Trends (7 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.04%Max: 0.22%High conviction (>1%): 0

VestGen Advisors,

ENVESTNET ASSET MANAGEMENT

WEALTH ENHANCEMENT ADVISORY SERVICES,

Farther Finance Advisors,

Steward Partners Investment Advisory,

OSAIC HOLDINGS,

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

34th percentile

4 buying4 selling

+3

New

-2

Closed

+319K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

VestGen Advisors,72.9%

ENVESTNET ASSET MANAGEMENT23.5%

WEALTH ENHANCEMENT ADVISORY SERVICES,2.9%

Farther Finance Advisors,0.4%

Steward Partners Investment Advisory,0.2%

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

34th percentile

4 buying4 selling

+3

New

-2

Closed

+319K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

VestGen Advisors,72.9%

ENVESTNET ASSET MANAGEMENT23.5%

WEALTH ENHANCEMENT ADVISORY SERVICES,2.9%

Farther Finance Advisors,0.4%

Steward Partners Investment Advisory,0.2%

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2024-09

$10,242

DUKH · +2%

$13,283

S&P 500 · +33%

−$3,041

behind the index

Total return (5Y)

+2%

S&P 500

+33%

vs. market

-30%

underperformed

Annualized

1.4%

mkt 17.6%

Volatility

3%

annualized

Beta

0.13

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

DUKHS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

DUKH (solid)S&P 500 (outline)Green = positive year, red = negative. Number = DUKH's return.

Beat the market

0 / 3 yrs

0% win rate

Best year

+3%

2025

Worst year

-1%

2024

Worst drawdown

-2%

recovered in 2 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -2%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.