Who owns DIHP
Which tracked institutional funds hold DIHP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DIHP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 DIHP is one-sided between 2026-Q1 and 2026-Q2: 131 added or opened and 31 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
DIHP’s largest tracked holder by dollar value, MERCER GLOBAL ADVISORS INC /ADV, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 1.2% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DIHP 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 352 tracked filers holding DIHP, 233 increased or opened the position and 119 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 DIHP 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
- Timonier Family Office, LTD.$11M
- Baird Financial Group, Inc.$7M
- Evanson Financial, LLC$4M
- AXXCESS WEALTH MANAGEMENT, LLC$971K
- Mission Hills Financial Advisory, LLC$925K
- Diversify Advisory Services, LLC$774K
Full exits 18
- Premier Financial Group$211M
- HighTower Advisors, LLC$63M
- PARK AVENUE SECURITIES LLC$41M
- EXENCIAL WEALTH ADVISORS, LLC$26M
- DiNuzzo Private Wealth, Inc.$21M
- von Borstel & Associates, Inc.$16M
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$174M
- Savant Capital, LLC$168M
- Focus Partners Wealth$76M
- ASSETMARK, INC$53M
- Focus Partners Advisor Solutions, LLC$26M
- ENVESTNET ASSET MANAGEMENT INC$20M
Largest trims
- Clearstead Advisors, LLC$74M
- Kestra Investment Management, LLC$61M
- EverSource Wealth Advisors, LLC$16M
- Allworth Financial LP$13M
- JANE STREET GROUP, LLC$10M
- CPA Asset Management Group, LLC$5M
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV added | 35,612,854 | $1.2B | 22.4% | 2026-Q2 |
| Savant Capital, LLC added | 32,381,844 | $1.1B | 20.4% | 2026-Q2 |
| Focus Partners Wealth added | 17,142,938 | $585M | 10.8% | 2026-Q2 |
| Forum Financial Management, LP added | 6,360,733 | $217M | 4.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 5,261,652 | $180M | 3.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,738,498 | $162M | 3.0% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 3,734,675 | $127M | 2.3% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 3,071,494 | $105M | 1.9% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 3,040,147 | $104M | 1.9% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 2,806,609 | $96M | 1.8% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 2,262,600 | $77M | 1.4% | 2026-Q2 |
| Apella Capital, LLC added | 2,097,924 | $72M | 1.3% | 2026-Q2 |
| Modera Wealth Management, LLC added | 2,068,448 | $71M | 1.3% | 2026-Q2 |
| Planning Center, Inc. added | 1,864,060 | $64M | 1.2% | 2026-Q2 |
| Foster Group, Inc. added | 1,750,355 | $60M | 1.1% | 2026-Q2 |
| SATOVSKY ASSET MANAGEMENT LLC added | 1,719,319 | $59M | 1.1% | 2026-Q2 |
| TCI Wealth Advisors, Inc. added | 1,647,857 | $56M | 1.0% | 2026-Q2 |
| ASSETMARK, INC added | 1,546,186 | $53M | 1.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 1,323,237 | $45M | 0.8% | 2026-Q2 |
| High Probability Advisors, LLC added | 1,307,603 | $45M | 0.8% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 1,301,772 | $44M | 0.8% | 2026-Q2 |
| Petersen Hastings Wealth Advisors Inc. added | 1,281,546 | $44M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,015,572 | $35M | 0.6% | 2026-Q2 |
| Mariner, LLC added | 1,013,239 | $35M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 866,509 | $30M | 0.5% | 2026-Q2 |
| Meredith Wealth Planning added | 729,518 | $25M | 0.5% | 2026-Q2 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 722,192 | $24M | 0.4% | 2026-Q2 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 591,850 | $20M | 0.4% | 2026-Q2 |
| Bridgewater Advisors Inc. trimmed | 527,312 | $18M | 0.3% | 2026-Q2 |
| True Wealth Design, LLC added | 498,488 | $17M | 0.3% | 2026-Q2 |
| Wealth Architects, LLC added | 490,409 | $17M | 0.3% | 2026-Q2 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added | 482,643 | $16M | 0.3% | 2026-Q2 |
| UBS Group AG added | 472,730 | $16M | 0.3% | 2026-Q2 |
| 25 LLC added | 466,978 | $16M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 465,818 | $16M | 0.3% | 2026-Q2 |
| STOLZ & ASSOCIATES, PS added | 459,924 | $16M | 0.3% | 2026-Q2 |
| Three Arch Wealth Management LLC added | 451,073 | $15M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 447,338 | $15M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 440,928 | $15M | 0.3% | 2026-Q2 |
| Envision Financial Planning, LLC added | 438,588 | $15M | 0.3% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 435,850 | $15M | 0.3% | 2026-Q2 |
| Mills Wealth Advisors LLC added | 415,841 | $14M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 410,217 | $14M | 0.3% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 379,557 | $13M | 0.2% | 2026-Q2 |
| FAMILY WEALTH PARTNERS, LLC added | 377,838 | $13M | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 350,601 | $12M | 0.2% | 2026-Q2 |
| United Wealth Management, LLC added | 346,764 | $12M | 0.2% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC added | 346,240 | $12M | 0.2% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 335,627 | $11M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 328,395 | $11M | 0.2% | 2026-Q2 |
| Discipline Wealth Solutions, LLC trimmed | 325,737 | $11M | 0.2% | 2026-Q2 |
| Timonier Family Office, LTD. added | 318,388 | $11M | 0.2% | 2026-Q2 |
| CLARIS ADVISORS, LLC / MO / added | 316,878 | $11M | 0.2% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 313,491 | $11M | 0.2% | 2026-Q2 |
| Oceanside Advisors LLC added | 294,837 | $10M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 287,426 | $10M | 0.2% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 280,196 | $10M | 0.2% | 2026-Q2 |
| Kaufman Rossin Wealth, LLC added | 273,513 | $9M | 0.2% | 2026-Q2 |
| VOISARD ASSET MANAGEMENT GROUP, INC. added | 269,529 | $9M | 0.2% | 2026-Q2 |
| Meritas Wealth Management, LLC added | 265,453 | $9M | 0.2% | 2026-Q2 |
| LIBERTY WEALTH MANAGEMENT LLC | 248,733 | $8M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 243,952 | $8M | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 242,411 | $8M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 231,917 | $8M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 230,650 | $8M | 0.1% | 2026-Q2 |
| Emprise Bank added | 230,056 | $8M | 0.1% | 2026-Q2 |
| HMV Wealth Advisors, LLC added | 226,320 | $8M | 0.1% | 2026-Q2 |
| CogentBlue Wealth Advisors, LLC trimmed | 213,050 | $7M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. new | 212,499 | $7M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 207,182 | $7M | 0.1% | 2026-Q2 |
| Wealth Advisors Northwest LLC added | 206,690 | $7M | 0.1% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 205,217 | $7M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 201,010 | $7M | 0.1% | 2026-Q2 |
| SeedSafe Financial LLC added | 200,796 | $7M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 200,663 | $7M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 196,162 | $7M | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 193,872 | $7M | 0.1% | 2026-Q2 |
| MB Generational Wealth, LLC trimmed | 191,803 | $7M | 0.1% | 2026-Q2 |
| Foundation Wealth Management, LLC\PA added | 189,520 | $6M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 188,536 | $6M | 0.1% | 2026-Q2 |
| MASTER'S WEALTH MANAGEMENT INC. added | 179,208 | $6M | 0.1% | 2026-Q2 |
| Composition Wealth, LLC added | 176,476 | $6M | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 174,666 | $6M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 172,296 | $6M | 0.1% | 2026-Q2 |
| Foundry Financial LLC added | 170,606 | $6M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 170,073 | $6M | 0.1% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 168,499 | $6M | 0.1% | 2026-Q2 |
| BetterWealth, LLC trimmed | 164,305 | $6M | 0.1% | 2026-Q2 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added | 162,388 | $6M | 0.1% | 2026-Q2 |
| Applied Capital LLC added | 160,776 | $5M | 0.1% | 2026-Q2 |
| Disciplined Investments, LLC added | 159,064 | $5M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 154,030 | $5M | 0.1% | 2026-Q2 |
| Optimus Capital Advisors, LLC added | 150,704 | $5M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 150,000 | $5M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 143,419 | $5M | 0.1% | 2026-Q2 |
| Vestment Financial LLC added | 139,964 | $5M | 0.1% | 2026-Q2 |
| TABLEAUX LLC added | 139,118 | $5M | 0.1% | 2026-Q2 |
| Waterfront Wealth Inc. added | 137,777 | $5M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 135,978 | $5M | 0.1% | 2026-Q2 |
| INTREPID CAPITAL MANAGEMENT INC added | 133,996 | $5M | 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.