Who owns DHLGY
Which tracked institutional funds hold DHLGY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DHLGY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-13). 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
2 tracked funds added or opened DHLGY while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
DHLGY’s largest tracked holder by dollar value, Altrius Capital Management Inc, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DHLGY 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 11 tracked filers holding DHLGY, 9 increased or opened the position and 4 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 DHLGY 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.
Full exits 3
- HANTZ FINANCIAL SERVICES, INC.$2M
- YOUSIF CAPITAL MANAGEMENT, LLC$721K
- NBC SECURITIES, INC.$592K
Largest adds
- Altrius Capital Management Inc$2M
- RHUMBLINE ADVISERS$383K
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 |
|---|---|---|---|---|
| Altrius Capital Management Inc added | 348,720 | $11M | 44.0% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 63,851 | $2M | 8.1% | 2026-Q2 |
| GAMMA Investing LLC added | 12,126 | $367K | 1.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,539 | $47K | 0.2% | 2026-Q2 |
| Salomon & Ludwin, LLC added | 1,167 | $36K | 0.1% | 2026-Q2 |
| ADIRONDACK TRUST CO | 410 | $12K | 0.1% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 372 | $10K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. new | 273 | $8K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 161 | $5K | 0.0% | 2026-Q2 |
| Winch Advisory Services, LLC new | 117 | $4K | 0.0% | 2026-Q2 |
| Markowski Investments new | 112 | $3K | 0.0% | 2026-Q2 |
| HANTZ FINANCIAL SERVICES, INC. added | 85,926 | $2M | 9.4% | 2026-Q1 stale (1 quarter behind) |
| YOUSIF CAPITAL MANAGEMENT, LLC added | 27,500 | $721K | 3.0% | 2026-Q1 stale (1 quarter behind) |
| NBC SECURITIES, INC. added | 23,060 | $592K | 2.5% | 2026-Q1 stale (1 quarter behind) |
| Ancora Advisors LLC trimmed | 32 | $839 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VICTORY CAPITAL MANAGEMENT INC new | 128,900 | $7M | 29.4% | 2025-Q4 stale (2 quarters behind) |
| PARADIGM ASSET MANAGEMENT CO LLC | 700 | $38K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Signature Equity Partners, LLC new | 149 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wealth Preservation Advisors, LLC | 65 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Strengthening Families & Communities, LLC new | 726 | $32K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Steigerwald, Gordon & Koch Inc. new | 74 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Manning & Napier Advisors LLC new | 5,140 | $238K | 1.0% | 2025-Q2 stale (4 quarters behind) |
| Brooklyn Investment Group added | 1,033 | $48K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Murphy & Mullick Capital Management Corp | 328 | $15K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. added | 49 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.