Who owns DIHP (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-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
The tracked-fund tape on DIHP is one-sided between 2025-Q4 and 2026-Q1: 121 added or opened and 32 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 1.6% of theirs — a 0.1pp gap the other way — the median holder sizes DIHP more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 349 tracked filers holding DIHP, 241 increased or opened the position and 101 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 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 18
- Clearstead Advisors, LLC$178M
- JANE STREET GROUP, LLC$45M
- Ocean Park Asset Management, LLC$11M
- Concurrent Investment Advisors, LLC$10M
- CIBC Bancorp USA Inc.$7M
- Wealth Architects, LLC$5M
Full exits 17
- Clarius Group, LLC$86M
- Grunden Financial Advisory, Inc.$13M
- Timonier Family Office, LTD.$10M
- CIBC Private Wealth Group LLC$8M
- SB Capital Management Inc$6M
- Yeomans Consulting Group, Inc.$4M
Largest adds
- Premier Financial Group$191M
- MERCER GLOBAL ADVISORS INC /ADV$86M
- Savant Capital, LLC$86M
- Kestra Investment Management, LLC$81M
- Focus Partners Wealth$50M
- Apella Capital, LLC$28M
Largest trims
- RFG Advisory, LLC$14M
- HighTower Advisors, LLC$9M
- NewEdge Advisors, LLC$7M
- Efficient Advisors, LLC$6M
- Bridgewater Advisors Inc.$4M
- OSAIC HOLDINGS, INC.$2M
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV added | 32,330,961 | $1.0B | 18.8% | 2026-Q1 |
| Savant Capital, LLC added | 29,096,169 | $937M | 16.9% | 2026-Q1 |
| Focus Partners Wealth added | 15,524,503 | $509M | 9.2% | 2026-Q1 |
| Premier Financial Group added | 641,693 | $211M | 3.8% | 2026-Q1 |
| Forum Financial Management, LP trimmed | 6,257,568 | $202M | 3.6% | 2026-Q1 |
| Clearstead Advisors, LLC new | 5,528,400 | $178M | 3.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 5,283,468 | $170M | 3.1% | 2026-Q1 |
| Kestra Investment Management, LLC added | 5,137,263 | $166M | 3.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,401,869 | $142M | 2.6% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 3,146,810 | $101M | 1.8% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 2,681,909 | $86M | 1.6% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 2,396,727 | $77M | 1.4% | 2026-Q1 |
| Apella Capital, LLC added | 1,999,534 | $69M | 1.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,967,984 | $63M | 1.1% | 2026-Q1 |
| Modera Wealth Management, LLC added | 1,847,391 | $60M | 1.1% | 2026-Q1 |
| Planning Center, Inc. trimmed | 1,827,243 | $59M | 1.1% | 2026-Q1 |
| SATOVSKY ASSET MANAGEMENT LLC trimmed | 1,713,676 | $55M | 1.0% | 2026-Q1 |
| Foster Group, Inc. added | 1,701,646 | $55M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,388,511 | $45M | 0.8% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 1,349,275 | $43M | 0.8% | 2026-Q1 |
| TCI Wealth Advisors, Inc. added | 1,335,670 | $43M | 0.8% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 1,275,107 | $41M | 0.7% | 2026-Q1 |
| Petersen Hastings Wealth Advisors Inc. added | 1,262,979 | $41M | 0.7% | 2026-Q1 |
| FINANCIAL CONSULATE, INC added | 1,236,578 | $40M | 0.7% | 2026-Q1 |
| High Probability Advisors, LLC added | 1,222,521 | $39M | 0.7% | 2026-Q1 |
| Mariner, LLC added | 798,993 | $26M | 0.5% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 795,467 | $26M | 0.5% | 2026-Q1 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 703,880 | $24M | 0.4% | 2026-Q1 |
| Meredith Wealth Planning added | 723,499 | $23M | 0.4% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. trimmed | 639,744 | $21M | 0.4% | 2026-Q1 |
| Bridgewater Advisors Inc. trimmed | 544,727 | $19M | 0.3% | 2026-Q1 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 557,315 | $18M | 0.3% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 475,299 | $17M | 0.3% | 2026-Q1 |
| von Borstel & Associates, Inc. trimmed | 484,718 | $16M | 0.3% | 2026-Q1 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC trimmed | 478,569 | $15M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 466,099 | $15M | 0.3% | 2026-Q1 |
| True Wealth Design, LLC added | 459,116 | $15M | 0.3% | 2026-Q1 |
| STOLZ & ASSOCIATES, PS added | 427,301 | $15M | 0.3% | 2026-Q1 |
| 25 LLC added | 443,285 | $14M | 0.3% | 2026-Q1 |
| UBS Group AG added | 441,138 | $14M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 439,677 | $14M | 0.3% | 2026-Q1 |
| Envision Financial Planning, LLC added | 429,029 | $14M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 427,058 | $14M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 410,529 | $13M | 0.2% | 2026-Q1 |
| Three Arch Wealth Management LLC added | 415,439 | $13M | 0.2% | 2026-Q1 |
| Mills Wealth Advisors LLC added | 398,215 | $13M | 0.2% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 397,646 | $13M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 395,597 | $13M | 0.2% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. added | 379,557 | $12M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 367,824 | $12M | 0.2% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 353,056 | $11M | 0.2% | 2026-Q1 |
| FAMILY WEALTH PARTNERS, LLC added | 353,056 | $11M | 0.2% | 2026-Q1 |
| United Wealth Management, LLC added | 341,629 | $11M | 0.2% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 346,807 | $11M | 0.2% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 336,117 | $11M | 0.2% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 335,452 | $11M | 0.2% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC added | 329,608 | $11M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 321,433 | $10M | 0.2% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 314,993 | $10M | 0.2% | 2026-Q1 |
| Efficient Advisors, LLC trimmed | 297,727 | $10M | 0.2% | 2026-Q1 |
| CLARIS ADVISORS, LLC / MO / added | 289,317 | $9M | 0.2% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 289,259 | $9M | 0.2% | 2026-Q1 |
| Oceanside Advisors LLC added | 285,133 | $9M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 277,713 | $9M | 0.2% | 2026-Q1 |
| CPA Asset Management Group, LLC trimmed | 275,405 | $9M | 0.2% | 2026-Q1 |
| Navigoe, LLC added | 264,833 | $9M | 0.2% | 2026-Q1 |
| VOISARD ASSET MANAGEMENT GROUP, INC. added | 262,612 | $8M | 0.2% | 2026-Q1 |
| LIBERTY WEALTH MANAGEMENT LLC trimmed | 248,733 | $8M | 0.1% | 2026-Q1 |
| Kaufman Rossin Wealth, LLC added | 239,088 | $8M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 237,059 | $8M | 0.1% | 2026-Q1 |
| Meritas Wealth Management, LLC added | 233,550 | $8M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 232,295 | $7M | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 231,603 | $7M | 0.1% | 2026-Q1 |
| CogentBlue Wealth Advisors, LLC added | 223,664 | $7M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 211,957 | $7M | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 210,027 | $7M | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 209,483 | $7M | 0.1% | 2026-Q1 |
| MB Generational Wealth, LLC added | 201,920 | $7M | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 201,154 | $6M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 200,441 | $6M | 0.1% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 194,569 | $6M | 0.1% | 2026-Q1 |
| HMV Wealth Advisors, LLC added | 194,180 | $6M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 192,109 | $6M | 0.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 190,355 | $6M | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 178,931 | $6M | 0.1% | 2026-Q1 |
| Wealth Advisors Northwest LLC added | 177,706 | $6M | 0.1% | 2026-Q1 |
| Financial Connections Group, Inc. added | 177,303 | $6M | 0.1% | 2026-Q1 |
| Emprise Bank added | 175,941 | $6M | 0.1% | 2026-Q1 |
| Foundation Wealth Management, LLC\PA added | 174,008 | $6M | 0.1% | 2026-Q1 |
| Adero Partners, LLC added | 6,458,111 | $174M | 3.1% | 2025-Q1 stale |
| Clarius Group, LLC added | 2,724,537 | $86M | 1.6% | 2025-Q4 stale |
| Corrigan Financial, Inc. new | 585,894 | $16M | 0.3% | 2025-Q1 stale |
| Grunden Financial Advisory, Inc. added | 410,432 | $13M | 0.2% | 2025-Q4 stale |
| Fortress Wealth Management, Inc. added | 412,825 | $13M | 0.2% | 2025-Q3 stale |
| Timonier Family Office, LTD. added | 317,032 | $10M | 0.2% | 2025-Q4 stale |
| PBMares Wealth Management LLC added | 324,280 | $10M | 0.2% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC trimmed | 250,027 | $8M | 0.1% | 2025-Q4 stale |
| Mach-1 Financial Group, LLC new | 236,945 | $7M | 0.1% | 2025-Q3 stale |
| SB Capital Management Inc new | 197,080 | $6M | 0.1% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC new | 182,716 | $6M | 0.1% | 2025-Q3 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.