Who owns DUHP
Which tracked institutional funds hold DUHP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DUHP 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 DUHP is one-sided between 2026-Q1 and 2026-Q2: 287 added or opened and 48 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
DUHP’s largest tracked holder by dollar value, MERCER GLOBAL ADVISORS INC /ADV, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 2.7% of theirs — a 0.0pp gap the other way — the median holder sizes DUHP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DUHP 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 541 tracked filers holding DUHP, 336 increased or opened the position and 183 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 DUHP 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 21
- Timonier Family Office, LTD.$45M
- Woodward Financial Advisors, Inc.$36M
- Aspen Private Advisors, LLC$15M
- FIDUCIARY FINANCIAL ADVISORS$14M
- AXXCESS WEALTH MANAGEMENT, LLC$8M
- Layline Advisors, LLC$7M
Full exits 26
- PARK AVENUE SECURITIES LLC$91M
- HighTower Advisors, LLC$77M
- DiNuzzo Private Wealth, Inc.$45M
- EXENCIAL WEALTH ADVISORS, LLC$37M
- von Borstel & Associates, Inc.$28M
- Efficient Advisors, LLC$26M
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$364M
- Focus Partners Wealth$129M
- ASSETMARK, INC$128M
- Savant Capital, LLC$58M
- Pure Financial Advisors, LLC$57M
- Forum Financial Management, LP$51M
Largest trims
- Clearstead Advisors, LLC$43M
- Bouchey Financial Group, Ltd.$24M
- Corient Private Wealth LP$20M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$20M
- Bridgewater Advisors Inc.$16M
- Kooman & Associates$14M
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 | 51,655,115 | $2.2B | 24.1% | 2026-Q2 |
| Focus Partners Wealth added | 21,465,179 | $896M | 10.0% | 2026-Q2 |
| Forum Financial Management, LP added | 8,669,488 | $362M | 4.0% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 8,256,614 | $345M | 3.8% | 2026-Q2 |
| Apella Capital, LLC added | 4,123,403 | $171M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,104,606 | $171M | 1.9% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 3,851,505 | $161M | 1.8% | 2026-Q2 |
| Allworth Financial LP trimmed | 3,613,141 | $151M | 1.7% | 2026-Q2 |
| TCI Wealth Advisors, Inc. added | 3,354,088 | $140M | 1.6% | 2026-Q2 |
| Foster Group, Inc. added | 3,144,475 | $131M | 1.5% | 2026-Q2 |
| ASSETMARK, INC added | 3,078,885 | $128M | 1.4% | 2026-Q2 |
| Petersen Hastings Wealth Advisors Inc. added | 3,014,121 | $126M | 1.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 2,871,276 | $120M | 1.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 2,833,447 | $118M | 1.3% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 2,668,836 | $111M | 1.2% | 2026-Q2 |
| RW Investment Management LLC added | 2,644,596 | $110M | 1.2% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 2,354,573 | $98M | 1.1% | 2026-Q2 |
| HB Wealth Management, LLC added | 2,227,918 | $93M | 1.0% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 2,109,650 | $88M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 2,100,442 | $88M | 1.0% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC trimmed | 2,047,480 | $85M | 1.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 1,989,330 | $83M | 0.9% | 2026-Q2 |
| Savant Capital, LLC added | 1,938,510 | $82M | 0.9% | 2026-Q2 |
| Root Financial Partners, LLC added | 1,893,297 | $79M | 0.9% | 2026-Q2 |
| Pathstone Holdings, LLC added | 1,847,579 | $77M | 0.9% | 2026-Q2 |
| Vise Technologies, Inc. added | 1,846,253 | $77M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,745,434 | $73M | 0.8% | 2026-Q2 |
| Planning Center, Inc. added | 1,673,148 | $70M | 0.8% | 2026-Q2 |
| High Probability Advisors, LLC added | 1,609,605 | $67M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,499,680 | $63M | 0.7% | 2026-Q2 |
| Bouchey Financial Group, Ltd. trimmed | 1,393,666 | $58M | 0.6% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 1,364,264 | $57M | 0.6% | 2026-Q2 |
| SATOVSKY ASSET MANAGEMENT LLC added | 1,344,748 | $56M | 0.6% | 2026-Q2 |
| Retirement Solution LLC added | 1,317,557 | $55M | 0.6% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 1,310,344 | $55M | 0.6% | 2026-Q2 |
| Leading Edge Financial Planning LLC added | 1,286,243 | $54M | 0.6% | 2026-Q2 |
| Symmetry Partners, LLC trimmed | 1,263,811 | $53M | 0.6% | 2026-Q2 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added | 1,218,192 | $51M | 0.6% | 2026-Q2 |
| Burton Enright Welch added | 1,194,965 | $50M | 0.6% | 2026-Q2 |
| Meredith Wealth Planning trimmed | 1,189,266 | $50M | 0.6% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ | 1,172,200 | $49M | 0.5% | 2026-Q2 |
| Catalyst Capital Advisors LLC | 1,172,200 | $49M | 0.5% | 2026-Q2 |
| Greenspring Advisors, LLC added | 1,171,057 | $49M | 0.5% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 1,166,460 | $49M | 0.5% | 2026-Q2 |
| Safeguard Investment Advisory Group, LLC trimmed | 1,164,049 | $49M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,140,749 | $48M | 0.5% | 2026-Q2 |
| Freedom Investment Management, Inc. trimmed | 1,124,058 | $47M | 0.5% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 1,118,988 | $46M | 0.5% | 2026-Q2 |
| Fulton Bank, N.A. added | 1,100,692 | $46M | 0.5% | 2026-Q2 |
| Timonier Family Office, LTD. added | 1,072,005 | $45M | 0.5% | 2026-Q2 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 1,070,846 | $45M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 1,024,210 | $43M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 910,279 | $38M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 903,486 | $38M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 898,765 | $38M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 897,545 | $37M | 0.4% | 2026-Q2 |
| Hippocratic Financial Advisors, LLC added | 864,360 | $36M | 0.4% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 863,227 | $36M | 0.4% | 2026-Q2 |
| Woodward Financial Advisors, Inc. new | 858,310 | $36M | 0.4% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 853,116 | $36M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 850,842 | $36M | 0.4% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 824,569 | $34M | 0.4% | 2026-Q2 |
| United Wealth Management, LLC added | 788,373 | $33M | 0.4% | 2026-Q2 |
| True Wealth Design, LLC added | 784,807 | $33M | 0.4% | 2026-Q2 |
| GeoWealth Management, LLC added | 783,936 | $33M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC added | 779,090 | $33M | 0.4% | 2026-Q2 |
| STOLZ & ASSOCIATES, PS added | 763,427 | $32M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 724,151 | $30M | 0.3% | 2026-Q2 |
| LIBERTY WEALTH MANAGEMENT LLC | 701,173 | $26M | 0.3% | 2026-Q2 |
| LVZ, Inc. added | 700,148 | $29M | 0.3% | 2026-Q2 |
| WPWealth LLP added | 695,197 | $29M | 0.3% | 2026-Q2 |
| Discipline Wealth Solutions, LLC trimmed | 694,265 | $29M | 0.3% | 2026-Q2 |
| Arlington Financial Advisors, LLC added | 692,349 | $29M | 0.3% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 691,936 | $29M | 0.3% | 2026-Q2 |
| CVA Family Office, LLC added | 686,275 | $29M | 0.3% | 2026-Q2 |
| Sterling Wealth Management, Inc. added | 670,845 | $28M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 664,486 | $28M | 0.3% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 661,497 | $24M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 647,840 | $27M | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 639,416 | $27M | 0.3% | 2026-Q2 |
| Three Arch Wealth Management LLC added | 625,157 | $26M | 0.3% | 2026-Q2 |
| Lutz Financial Services LLC added | 609,075 | $25M | 0.3% | 2026-Q2 |
| MASTER'S WEALTH MANAGEMENT INC. added | 602,549 | $25M | 0.3% | 2026-Q2 |
| Elser Financial Planning, Inc added | 589,420 | $25M | 0.3% | 2026-Q2 |
| Oceanside Advisors LLC added | 584,073 | $24M | 0.3% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 564,443 | $24M | 0.3% | 2026-Q2 |
| Foundry Financial LLC added | 557,469 | $23M | 0.3% | 2026-Q2 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 555,479 | $23M | 0.3% | 2026-Q2 |
| Bridgewater Advisors Inc. trimmed | 548,221 | $23M | 0.3% | 2026-Q2 |
| Midwest Heritage Bank, FSB added | 533,313 | $22M | 0.2% | 2026-Q2 |
| Tassel Capital Management, Inc. added | 510,521 | $21M | 0.2% | 2026-Q2 |
| LEGACY FINANCIAL GROUP, INC. added | 509,323 | $21M | 0.2% | 2026-Q2 |
| Mills Wealth Advisors LLC trimmed | 502,699 | $21M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 500,172 | $21M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 499,261 | $21M | 0.2% | 2026-Q2 |
| MB Generational Wealth, LLC trimmed | 498,720 | $21M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 485,589 | $20M | 0.2% | 2026-Q2 |
| SCRATCH CAPITAL LLC added | 483,926 | $20M | 0.2% | 2026-Q2 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC added | 480,387 | $20M | 0.2% | 2026-Q2 |
| HFM Investment Advisors, LLC added | 479,061 | $20M | 0.2% | 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.