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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Unison Advisors LLC added | 907,245 | $31M | 12.3% | 2026-Q1 |
| Three Arch Wealth Management LLC added | 592,008 | $20M | 8.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 358,729 | $12M | 4.8% | 2026-Q1 |
| von Borstel & Associates, Inc. trimmed | 244,222 | $8M | 3.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 238,173 | $8M | 3.2% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. trimmed | 213,393 | $7M | 2.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 182,716 | $6M | 2.5% | 2026-Q1 |
| United Wealth Management, LLC added | 171,484 | $6M | 2.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 167,542 | $6M | 2.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 137,337 | $5M | 2.1% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 144,064 | $5M | 1.9% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 134,762 | $5M | 1.8% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 133,045 | $4M | 1.8% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 110,575 | $4M | 1.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 106,976 | $4M | 1.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 105,649 | $4M | 1.4% | 2026-Q1 |
| Meredith Wealth Planning added | 105,098 | $4M | 1.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 91,621 | $3M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 90,499 | $3M | 1.2% | 2026-Q1 |
| Wealth Advisors Northwest LLC trimmed | 90,004 | $3M | 1.2% | 2026-Q1 |
| Foundry Financial LLC added | 83,864 | $3M | 1.1% | 2026-Q1 |
| Mills Wealth Advisors LLC added | 81,055 | $3M | 1.1% | 2026-Q1 |
| Capstone Wealth Management, Inc. added | 78,721 | $3M | 1.1% | 2026-Q1 |
| Merit Financial Group, LLC new | 75,419 | $3M | 1.0% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 73,598 | $2M | 1.0% | 2026-Q1 |
| Evanson Asset Management, LLC added | 68,392 | $2M | 0.9% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 64,167 | $2M | 0.9% | 2026-Q1 |
| TABLEAUX LLC trimmed | 61,692 | $2M | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 61,008 | $2M | 0.8% | 2026-Q1 |
| Betterment LLC added | 60,187 | $2M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 57,577 | $2M | 0.8% | 2026-Q1 |
| Abel Hall, LLC trimmed | 57,258 | $2M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 56,218 | $2M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 58,285 | $2M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 53,872 | $2M | 0.7% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 53,700 | $2M | 0.7% | 2026-Q1 |
| Applied Capital LLC trimmed | 53,094 | $2M | 0.7% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 52,305 | $2M | 0.7% | 2026-Q1 |
| Corus Family Wealth Advisors added | 51,891 | $2M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 50,000 | $2M | 0.7% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 48,453 | $2M | 0.7% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 46,135 | $2M | 0.6% | 2026-Q1 |
| CSP Financial Group, LLC new | 44,726 | $2M | 0.6% | 2026-Q1 |
| HM PAYSON & CO added | 43,152 | $1M | 0.6% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 42,362 | $1M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 40,855 | $1M | 0.6% | 2026-Q1 |
| Alpha Financial Advisors, LLC trimmed | 39,918 | $1M | 0.5% | 2026-Q1 |
| Broadhurst Jeffrey B trimmed | 38,563 | $1M | 0.5% | 2026-Q1 |
| Savant Capital, LLC added | 36,814 | $1M | 0.5% | 2026-Q1 |
| UBS Group AG added | 36,673 | $1M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 36,186 | $1M | 0.5% | 2026-Q1 |
| Mariner, LLC new | 32,295 | $1M | 0.4% | 2026-Q1 |
| WorthPointe, LLC added | 31,204 | $1M | 0.4% | 2026-Q1 |
| AA Financial Advisors, LLC new | 30,211 | $1M | 0.4% | 2026-Q1 |
| M Holdings Securities, Inc. | 30,171 | $1M | 0.4% | 2026-Q1 |
| Envision Financial Planning, LLC | 29,651 | $1M | 0.4% | 2026-Q1 |
| Sollinda Capital Management LLC added | 29,606 | $1M | 0.4% | 2026-Q1 |
| Acorn Wealth Advisors, LLC added | 29,581 | $1,000K | 0.4% | 2026-Q1 |
| BDFS Capital LLC added | 26,571 | $898K | 0.4% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 25,886 | $875K | 0.3% | 2026-Q1 |
| PINNEY & SCOFIELD, INC. added | 24,899 | $841K | 0.3% | 2026-Q1 |
| FORTERIS WEALTH MANAGEMENT INC. added | 23,771 | $803K | 0.3% | 2026-Q1 |
| Two West Capital Advisors LLC trimmed | 19,397 | $742K | 0.3% | 2026-Q1 |
| Daner Wealth Management, LLC added | 17,879 | $729K | 0.3% | 2026-Q1 |
| SUTTON PLACE INVESTORS LLC trimmed | 20,123 | $680K | 0.3% | 2026-Q1 |
| Kane Co Wealth Management, Inc. added | 17,166 | $580K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 16,404 | $554K | 0.2% | 2026-Q1 |
| TAGStone Capital, Inc. added | 16,118 | $545K | 0.2% | 2026-Q1 |
| Cerity Partners LLC new | 15,912 | $538K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 15,413 | $521K | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 13,700 | $463K | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC added | 12,898 | $436K | 0.2% | 2026-Q1 |
| Pacific Asset Management, LLC added | 12,429 | $420K | 0.2% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 12,157 | $411K | 0.2% | 2026-Q1 |
| Rehmann Capital Advisory Group trimmed | 11,531 | $390K | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC added | 11,428 | $386K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 11,375 | $384K | 0.2% | 2026-Q1 |
| RCS Financial Planning, LLC trimmed | 11,197 | $378K | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 10,822 | $366K | 0.1% | 2026-Q1 |
| Creative Planning new | 10,794 | $365K | 0.1% | 2026-Q1 |
| COWA, LLC trimmed | 10,743 | $363K | 0.1% | 2026-Q1 |
| Vestment Financial LLC trimmed | 9,253 | $352K | 0.1% | 2026-Q1 |
| Brookstone Capital Management added | 9,577 | $324K | 0.1% | 2026-Q1 |
| Approach Retirement Advisors, LLC trimmed | 9,241 | $312K | 0.1% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 9,570 | $309K | 0.1% | 2026-Q1 |
| Washington Trust Advisors, Inc. added | 8,989 | $304K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 8,844 | $299K | 0.1% | 2026-Q1 |
| Excelsior Advisor Network LLC added | 8,780 | $297K | 0.1% | 2026-Q1 |
| Arrowroot Family Office, LLC | 8,669 | $280K | 0.1% | 2026-Q1 |
| Fortress Wealth Management, Inc. trimmed | 161,663 | $5M | 2.0% | 2025-Q3 stale |
| Mach-1 Financial Group, LLC new | 126,354 | $4M | 1.5% | 2025-Q3 stale |
| SB Capital Management Inc new | 105,035 | $3M | 1.4% | 2025-Q4 stale |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 104,928 | $3M | 1.4% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 97,420 | $3M | 1.3% | 2025-Q4 stale |
| Yeomans Consulting Group, Inc. added | 58,722 | $2M | 0.8% | 2025-Q4 stale |
| Wealthcare Advisory Partners LLC added | 32,656 | $1M | 0.4% | 2025-Q4 stale |
| Austin Private Wealth, LLC added | 14,117 | $455K | 0.2% | 2025-Q4 stale |
| MARYLAND CAPITAL ADVISORS INC. added | 13,349 | $430K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 12,576 | $406K | 0.2% | 2025-Q4 stale |
| E-Wealth Partners, LLC new | 12,570 | $405K | 0.2% | 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.
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.