Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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
The tracked-fund tape on DEHP is one-sided between 2026-Q1 and 2026-Q2: 58 added or opened and 10 trimmed or exited — on balance accumulating.
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 2.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.6pp 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 2026-Q1 and 2026-Q2, across 130 tracked filers holding DEHP, 76 increased or opened the position and 57 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 2026-Q1 and 2026-Q2 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 8
- NewEdge Advisors, LLC$4M
- Global Assets Advisory, LLC$3M
- Evanson Financial, LLC$3M
- FSA WEALTH PARTNERS, INC.$891K
- Apella Capital, LLC$587K
- MARYLAND CAPITAL ADVISORS INC.$553K
Full exits 8
- von Borstel & Associates, Inc.$8M
- DiNuzzo Private Wealth, Inc.$7M
- PARK AVENUE SECURITIES LLC$4M
- Evanson Asset Management, LLC$2M
- Betterment LLC$2M
- M Holdings Securities, Inc.$1M
Largest adds
- Unison Advisors LLC$8M
- Three Arch Wealth Management LLC$6M
- MERCER GLOBAL ADVISORS INC /ADV$5M
- Mariner, LLC$5M
- JANE STREET GROUP, LLC$4M
- Integrated Wealth Concepts LLC$3M
Largest trims
- OLD MISSION CAPITAL LLC$6M
- Broadhurst Jeffrey B$802K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Unison Advisors LLC added | 912,565 | $39M | 13.6% | 2026-Q2 |
| Three Arch Wealth Management LLC added | 615,346 | $26M | 9.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 341,655 | $15M | 5.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 238,019 | $10M | 3.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 198,248 | $8M | 3.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 182,687 | $8M | 2.7% | 2026-Q2 |
| United Wealth Management, LLC trimmed | 168,388 | $7M | 2.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 154,330 | $7M | 2.3% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 146,456 | $6M | 2.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 145,071 | $6M | 2.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 140,838 | $6M | 2.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 139,977 | $6M | 1.9% | 2026-Q2 |
| Mariner, LLC added | 133,413 | $6M | 2.0% | 2026-Q2 |
| Quadcap Wealth Management, LLC trimmed | 132,252 | $6M | 2.0% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 105,047 | $4M | 1.6% | 2026-Q2 |
| Meredith Wealth Planning trimmed | 104,333 | $4M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 99,612 | $4M | 1.5% | 2026-Q2 |
| Wealth Advisors Northwest LLC added | 95,493 | $4M | 1.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 93,795 | $4M | 1.4% | 2026-Q2 |
| Foundry Financial LLC added | 90,669 | $4M | 1.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 89,788 | $4M | 1.3% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 88,719 | $4M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 87,132 | $4M | 1.3% | 2026-Q2 |
| Capstone Wealth Management, Inc. added | 79,009 | $3M | 1.1% | 2026-Q2 |
| Global Assets Advisory, LLC new | 78,634 | $3M | 1.1% | 2026-Q2 |
| Mills Wealth Advisors LLC trimmed | 77,046 | $3M | 1.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 74,846 | $3M | 1.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 73,487 | $3M | 1.1% | 2026-Q2 |
| Savant Capital, LLC added | 72,894 | $3M | 1.1% | 2026-Q2 |
| TABLEAUX LLC added | 69,091 | $3M | 1.0% | 2026-Q2 |
| Evanson Financial, LLC new | 68,525 | $3M | 1.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 61,005 | $3M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 57,334 | $2M | 0.8% | 2026-Q2 |
| Abel Hall, LLC trimmed | 56,410 | $2M | 0.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 56,218 | $2M | 0.8% | 2026-Q2 |
| Corus Family Wealth Advisors added | 55,570 | $2M | 0.8% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 53,004 | $2M | 0.8% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 50,449 | $2M | 0.8% | 2026-Q2 |
| CSP Financial Group, LLC added | 50,031 | $2M | 0.7% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 47,510 | $2M | 0.7% | 2026-Q2 |
| Applied Capital LLC trimmed | 47,335 | $2M | 0.7% | 2026-Q2 |
| Tortoise Investment Management, LLC trimmed | 44,835 | $2M | 0.7% | 2026-Q2 |
| HM PAYSON & CO | 43,152 | $2M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 41,528 | $2M | 0.6% | 2026-Q2 |
| UBS Group AG added | 41,174 | $2M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 39,421 | $2M | 0.6% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 38,993 | $2M | 0.6% | 2026-Q2 |
| Alpha Financial Advisors, LLC trimmed | 38,170 | $2M | 0.6% | 2026-Q2 |
| Sollinda Capital Management LLC added | 33,419 | $1M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 33,100 | $1M | 0.5% | 2026-Q2 |
| Acorn Wealth Advisors, LLC added | 31,056 | $1M | 0.5% | 2026-Q2 |
| WorthPointe, LLC trimmed | 28,565 | $1M | 0.4% | 2026-Q2 |
| Index Fund Advisors, Inc. added | 28,529 | $1M | 0.4% | 2026-Q2 |
| Envision Financial Planning, LLC trimmed | 28,359 | $1M | 0.4% | 2026-Q2 |
| AA Financial Advisors, LLC trimmed | 28,156 | $1M | 0.4% | 2026-Q2 |
| FORTERIS WEALTH MANAGEMENT INC. added | 26,998 | $1M | 0.4% | 2026-Q2 |
| BDFS Capital LLC trimmed | 26,492 | $1M | 0.4% | 2026-Q2 |
| PINNEY & SCOFIELD, INC. trimmed | 23,602 | $1M | 0.4% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. new | 20,837 | $891K | 0.3% | 2026-Q2 |
| TAGStone Capital, Inc. added | 20,829 | $891K | 0.3% | 2026-Q2 |
| Daner Wealth Management, LLC added | 20,541 | $846K | 0.3% | 2026-Q2 |
| SUTTON PLACE INVESTORS LLC trimmed | 18,139 | $776K | 0.3% | 2026-Q2 |
| Two West Capital Advisors LLC trimmed | 17,915 | $697K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 17,763 | $760K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 17,660 | $755K | 0.3% | 2026-Q2 |
| Kane Co Wealth Management, Inc. trimmed | 17,106 | $732K | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 16,437 | $703K | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 16,431 | $703K | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 16,176 | $692K | 0.2% | 2026-Q2 |
| Vantage Point Financial LLC added | 15,984 | $684K | 0.2% | 2026-Q2 |
| Outbound Financial Inc trimmed | 14,816 | $634K | 0.2% | 2026-Q2 |
| E-Wealth Partners, LLC | 14,622 | $625K | 0.2% | 2026-Q2 |
| Apella Capital, LLC new | 14,427 | $587K | 0.2% | 2026-Q2 |
| MARYLAND CAPITAL ADVISORS INC. trimmed | 12,941 | $553K | 0.2% | 2026-Q2 |
| Pacific Asset Management, LLC added | 12,472 | $533K | 0.2% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC new | 12,335 | $528K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 12,229 | $523K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 12,050 | $515K | 0.2% | 2026-Q2 |
| Broadhurst Jeffrey B trimmed | 11,718 | $501K | 0.2% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 11,575 | $495K | 0.2% | 2026-Q2 |
| Rehmann Capital Advisory Group trimmed | 11,471 | $491K | 0.2% | 2026-Q2 |
| Creative Planning added | 11,019 | $471K | 0.2% | 2026-Q2 |
| Everest Private Wealth added | 10,502 | $449K | 0.2% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 10,419 | $446K | 0.2% | 2026-Q2 |
| RCS Financial Planning, LLC trimmed | 10,357 | $443K | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 10,315 | $441K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 10,058 | $430K | 0.1% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC | 9,570 | $323K | 0.1% | 2026-Q2 |
| Vestment Financial LLC added | 9,255 | $386K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 9,179 | $361K | 0.1% | 2026-Q2 |
| Washington Trust Advisors, Inc. added | 9,023 | $386K | 0.1% | 2026-Q2 |
| Approach Retirement Advisors, LLC trimmed | 8,934 | $382K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 8,767 | $375K | 0.1% | 2026-Q2 |
| Xcelsior Advisor Partners LLC trimmed | 8,732 | $373K | 0.1% | 2026-Q2 |
| Arrowroot Family Office, LLC added | 8,720 | $373K | 0.1% | 2026-Q2 |
| Global Financial Private Client, LLC new | 8,442 | $361K | 0.1% | 2026-Q2 |
| NWAM LLC added | 8,414 | $360K | 0.1% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 7,020 | $300K | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 6,732 | $288K | 0.1% | 2026-Q2 |
| Canvas Wealth Advisors, LLC new | 6,231 | $266K | 0.1% | 2026-Q2 |
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.