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Institutional Ownership · SEC Form 13F

Who owns DEHP (DEHP)


Which tracked institutional funds hold DEHP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DEHP company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

119
Institutional holders
6,758,015
Shares held (tracked funds)

How the tape is positioned

31 tracked funds added or opened DEHP while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

DEHP’s largest tracked holder by dollar value, Unison Advisors LLC, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in DEHP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 119 tracked filers holding DEHP, 80 increased or opened the position and 45 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in DEHP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 9

  • MERCER GLOBAL ADVISORS INC /ADV$4M
  • Merit Financial Group, LLC$3M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2M
  • JANE STREET GROUP, LLC$2M
  • GOLDMAN SACHS GROUP INC$2M
  • CSP Financial Group, LLC$2M

Full exits 5

  • SB Capital Management Inc$3M
  • FISCHER INVESTMENT STRATEGIES, LLC$3M
  • NewEdge Advisors, LLC$3M
  • Yeomans Consulting Group, Inc.$2M
  • Wealthcare Advisory Partners LLC$1M

Largest adds

  • OLD MISSION CAPITAL LLC$6M
  • Unison Advisors LLC$2M
  • BANK OF AMERICA CORP /DE/$1M
  • Integrated Wealth Concepts LLC$1M
  • Three Arch Wealth Management LLC$1M
  • Evanson Asset Management, LLC$994K

Largest trims

  • RFG Advisory, LLC$8M
  • OSAIC HOLDINGS, INC.$1M
  • Farther Finance Advisors, LLC$801K
  • HighTower Advisors, LLC$427K
  • Wealthspire Advisors, LLC$266K
  • von Borstel & Associates, Inc.$265K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Unison Advisors LLC added907,245$31M12.3%2026-Q1
Three Arch Wealth Management LLC added592,008$20M8.0%2026-Q1
Beacon Pointe Advisors, LLC trimmed358,729$12M4.8%2026-Q1
von Borstel & Associates, Inc. trimmed244,222$8M3.3%2026-Q1
Vestmark Advisory Solutions, Inc. added238,173$8M3.2%2026-Q1
DiNuzzo Private Wealth, Inc. trimmed213,393$7M2.9%2026-Q1
OLD MISSION CAPITAL LLC added182,716$6M2.5%2026-Q1
United Wealth Management, LLC added171,484$6M2.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added167,542$6M2.3%2026-Q1
Chicago Partners Investment Group LLC added137,337$5M2.1%2026-Q1
Integrity Advisory Solutions, LLC added144,064$5M1.9%2026-Q1
Farther Finance Advisors, LLC trimmed134,762$5M1.8%2026-Q1
Quadcap Wealth Management, LLC added133,045$4M1.8%2026-Q1
INTEGRITY ALLIANCE, LLC. trimmed110,575$4M1.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV new106,976$4M1.4%2026-Q1
PARK AVENUE SECURITIES LLC trimmed105,649$4M1.4%2026-Q1
Meredith Wealth Planning added105,098$4M1.4%2026-Q1
Integrated Wealth Concepts LLC added91,621$3M1.2%2026-Q1
BANK OF AMERICA CORP /DE/ added90,499$3M1.2%2026-Q1
Wealth Advisors Northwest LLC trimmed90,004$3M1.2%2026-Q1
Foundry Financial LLC added83,864$3M1.1%2026-Q1
Mills Wealth Advisors LLC added81,055$3M1.1%2026-Q1
Capstone Wealth Management, Inc. added78,721$3M1.1%2026-Q1
Merit Financial Group, LLC new75,419$3M1.0%2026-Q1
Sequoia Financial Advisors, LLC trimmed73,598$2M1.0%2026-Q1
Evanson Asset Management, LLC added68,392$2M0.9%2026-Q1
OneDigital Investment Advisors LLC added64,167$2M0.9%2026-Q1
TABLEAUX LLC trimmed61,692$2M0.8%2026-Q1
LPL Financial LLC added61,008$2M0.8%2026-Q1
Betterment LLC added60,187$2M0.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed57,577$2M0.8%2026-Q1
Abel Hall, LLC trimmed57,258$2M0.8%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new56,218$2M0.8%2026-Q1
JPMORGAN CHASE & CO trimmed58,285$2M0.8%2026-Q1
JANE STREET GROUP, LLC added53,872$2M0.7%2026-Q1
SUMMIT WEALTH GROUP LLC / CO trimmed53,700$2M0.7%2026-Q1
Applied Capital LLC trimmed53,094$2M0.7%2026-Q1
Wealthspire Advisors, LLC trimmed52,305$2M0.7%2026-Q1
Corus Family Wealth Advisors added51,891$2M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added50,000$2M0.7%2026-Q1
Orion Porfolio Solutions, LLC trimmed48,453$2M0.7%2026-Q1
Tortoise Investment Management, LLC added46,135$2M0.6%2026-Q1
CSP Financial Group, LLC new44,726$2M0.6%2026-Q1
HM PAYSON & CO added43,152$1M0.6%2026-Q1
RFG Advisory, LLC trimmed42,362$1M0.6%2026-Q1
Kestra Advisory Services, LLC added40,855$1M0.6%2026-Q1
Alpha Financial Advisors, LLC trimmed39,918$1M0.5%2026-Q1
Broadhurst Jeffrey B trimmed38,563$1M0.5%2026-Q1
Savant Capital, LLC added36,814$1M0.5%2026-Q1
UBS Group AG added36,673$1M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added36,186$1M0.5%2026-Q1
Mariner, LLC new32,295$1M0.4%2026-Q1
WorthPointe, LLC added31,204$1M0.4%2026-Q1
AA Financial Advisors, LLC new30,211$1M0.4%2026-Q1
M Holdings Securities, Inc.30,171$1M0.4%2026-Q1
Envision Financial Planning, LLC29,651$1M0.4%2026-Q1
Sollinda Capital Management LLC added29,606$1M0.4%2026-Q1
Acorn Wealth Advisors, LLC added29,581$1,000K0.4%2026-Q1
BDFS Capital LLC added26,571$898K0.4%2026-Q1
Index Fund Advisors, Inc. added25,886$875K0.3%2026-Q1
PINNEY & SCOFIELD, INC. added24,899$841K0.3%2026-Q1
FORTERIS WEALTH MANAGEMENT INC. added23,771$803K0.3%2026-Q1
Two West Capital Advisors LLC trimmed19,397$742K0.3%2026-Q1
Daner Wealth Management, LLC added17,879$729K0.3%2026-Q1
SUTTON PLACE INVESTORS LLC trimmed20,123$680K0.3%2026-Q1
Kane Co Wealth Management, Inc. added17,166$580K0.2%2026-Q1
HighTower Advisors, LLC trimmed16,404$554K0.2%2026-Q1
TAGStone Capital, Inc. added16,118$545K0.2%2026-Q1
Cerity Partners LLC new15,912$538K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added15,413$521K0.2%2026-Q1
Capital Investment Advisory Services, LLC added13,700$463K0.2%2026-Q1
Vantage Point Financial LLC added12,898$436K0.2%2026-Q1
Pacific Asset Management, LLC added12,429$420K0.2%2026-Q1
FIRETHORN WEALTH PARTNERS, LLC trimmed12,157$411K0.2%2026-Q1
Rehmann Capital Advisory Group trimmed11,531$390K0.2%2026-Q1
SIGNATUREFD, LLC added11,428$386K0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed11,375$384K0.2%2026-Q1
RCS Financial Planning, LLC trimmed11,197$378K0.2%2026-Q1
CITIGROUP INC added10,822$366K0.1%2026-Q1
Creative Planning new10,794$365K0.1%2026-Q1
COWA, LLC trimmed10,743$363K0.1%2026-Q1
Vestment Financial LLC trimmed9,253$352K0.1%2026-Q1
Brookstone Capital Management added9,577$324K0.1%2026-Q1
Approach Retirement Advisors, LLC trimmed9,241$312K0.1%2026-Q1
SAX WEALTH ADVISORS, LLC9,570$309K0.1%2026-Q1
Washington Trust Advisors, Inc. added8,989$304K0.1%2026-Q1
Savvy Advisors, Inc. added8,844$299K0.1%2026-Q1
Excelsior Advisor Network LLC added8,780$297K0.1%2026-Q1
Arrowroot Family Office, LLC8,669$280K0.1%2026-Q1
Fortress Wealth Management, Inc. trimmed161,663$5M2.0%2025-Q3 stale
Mach-1 Financial Group, LLC new126,354$4M1.5%2025-Q3 stale
SB Capital Management Inc new105,035$3M1.4%2025-Q4 stale
FISCHER INVESTMENT STRATEGIES, LLC trimmed104,928$3M1.4%2025-Q4 stale
NewEdge Advisors, LLC trimmed97,420$3M1.3%2025-Q4 stale
Yeomans Consulting Group, Inc. added58,722$2M0.8%2025-Q4 stale
Wealthcare Advisory Partners LLC added32,656$1M0.4%2025-Q4 stale
Austin Private Wealth, LLC added14,117$455K0.2%2025-Q4 stale
MARYLAND CAPITAL ADVISORS INC. added13,349$430K0.2%2025-Q4 stale
CITADEL ADVISORS LLC trimmed12,576$406K0.2%2025-Q4 stale
E-Wealth Partners, LLC new12,570$405K0.2%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership