Who owns DUHP (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-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
152 tracked funds added or opened DUHP while 99 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
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 2.6% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 531 tracked filers holding DUHP, 348 increased or opened the position and 157 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 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 25
- Clearstead Advisors, LLC$100M
- RW Investment Management LLC$95M
- Elser Financial Planning, Inc$21M
- GK Wealth Management LLC$11M
- Ocean Park Asset Management, LLC$11M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11M
Full exits 19
- Clarius Group, LLC$50M
- Timonier Family Office, LTD.$40M
- Grunden Financial Advisory, Inc.$38M
- SB Capital Management Inc$13M
- Edge Financial Advisors LLC$10M
- E-Wealth Partners, LLC$6M
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$88M
- Apella Capital, LLC$55M
- Allworth Financial LP$46M
- Focus Partners Wealth$32M
- ENVESTNET ASSET MANAGEMENT INC$18M
- HARBOUR INVESTMENTS, INC.$17M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$88M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$51M
- LVZ, Inc.$44M
- AlTi Global, Inc.$33M
- NewEdge Advisors, LLC$19M
- Efficient Advisors, LLC$17M
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 | 48,730,938 | $1.8B | 22.1% | 2026-Q1 |
| Focus Partners Wealth added | 20,387,647 | $766M | 9.5% | 2026-Q1 |
| Forum Financial Management, LP added | 8,459,674 | $311M | 3.8% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 7,825,736 | $288M | 3.6% | 2026-Q1 |
| Allworth Financial LP added | 4,466,653 | $164M | 2.0% | 2026-Q1 |
| Apella Capital, LLC added | 3,891,947 | $153M | 1.9% | 2026-Q1 |
| Corient Private Wealth LLC added | 3,755,680 | $138M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,657,495 | $134M | 1.7% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 3,301,011 | $121M | 1.5% | 2026-Q1 |
| Foster Group, Inc. added | 3,073,069 | $113M | 1.4% | 2026-Q1 |
| Petersen Hastings Wealth Advisors Inc. added | 2,960,196 | $109M | 1.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 2,733,093 | $100M | 1.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 2,715,805 | $100M | 1.2% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 2,630,658 | $97M | 1.2% | 2026-Q1 |
| RW Investment Management LLC added | 2,588,182 | $95M | 1.2% | 2026-Q1 |
| TCI Wealth Advisors, Inc. added | 2,516,301 | $92M | 1.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 2,479,611 | $91M | 1.1% | 2026-Q1 |
| Aprio Wealth Management, LLC trimmed | 2,456,423 | $90M | 1.1% | 2026-Q1 |
| Bouchey Financial Group Ltd added | 2,161,309 | $82M | 1.0% | 2026-Q1 |
| UBS Group AG added | 2,148,401 | $79M | 1.0% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC added | 2,139,327 | $79M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 2,107,800 | $77M | 1.0% | 2026-Q1 |
| FINANCIAL CONSULATE, INC added | 2,038,669 | $75M | 0.9% | 2026-Q1 |
| HB Wealth Management, LLC added | 1,987,725 | $73M | 0.9% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,886,147 | $69M | 0.9% | 2026-Q1 |
| Pathstone Holdings, LLC added | 1,789,343 | $66M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,664,898 | $61M | 0.8% | 2026-Q1 |
| Planning Center, Inc. added | 1,652,225 | $61M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,552,236 | $57M | 0.7% | 2026-Q1 |
| High Probability Advisors, LLC trimmed | 1,517,010 | $56M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,426,163 | $52M | 0.6% | 2026-Q1 |
| Root Financial Partners, LLC added | 1,323,440 | $49M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 1,321,475 | $49M | 0.6% | 2026-Q1 |
| SATOVSKY ASSET MANAGEMENT LLC added | 1,311,703 | $48M | 0.6% | 2026-Q1 |
| Retirement Solution LLC added | 1,311,614 | $48M | 0.6% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 1,311,124 | $48M | 0.6% | 2026-Q1 |
| Symmetry Partners, LLC added | 1,290,110 | $47M | 0.6% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 1,248,706 | $46M | 0.6% | 2026-Q1 |
| Safeguard Investment Advisory Group, LLC trimmed | 1,230,260 | $45M | 0.6% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. added | 1,225,021 | $45M | 0.6% | 2026-Q1 |
| Leading Edge Financial Planning LLC added | 1,200,073 | $44M | 0.5% | 2026-Q1 |
| Meredith Wealth Planning added | 1,199,622 | $44M | 0.5% | 2026-Q1 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC trimmed | 1,189,187 | $44M | 0.5% | 2026-Q1 |
| Freedom Investment Management, Inc. trimmed | 1,185,914 | $44M | 0.5% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 1,172,200 | $43M | 0.5% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 1,172,200 | $43M | 0.5% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 1,092,697 | $43M | 0.5% | 2026-Q1 |
| Greenspring Advisors, LLC added | 1,145,612 | $42M | 0.5% | 2026-Q1 |
| Burton Enright Welch added | 1,113,413 | $41M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,095,652 | $40M | 0.5% | 2026-Q1 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 1,048,651 | $40M | 0.5% | 2026-Q1 |
| Fulton Bank, N.A. added | 1,080,249 | $40M | 0.5% | 2026-Q1 |
| Vise Technologies, Inc. | 1,028,094 | $39M | 0.5% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 967,302 | $39M | 0.5% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 1,014,748 | $37M | 0.5% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 976,048 | $36M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 919,939 | $34M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 835,000 | $31M | 0.4% | 2026-Q1 |
| Hippocratic Financial Advisors, LLC added | 825,016 | $30M | 0.4% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 820,348 | $30M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 781,419 | $29M | 0.4% | 2026-Q1 |
| STOLZ & ASSOCIATES, PS added | 735,902 | $29M | 0.4% | 2026-Q1 |
| United Wealth Management, LLC added | 775,275 | $28M | 0.4% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 771,141 | $28M | 0.3% | 2026-Q1 |
| GeoWealth Management, LLC added | 761,437 | $28M | 0.3% | 2026-Q1 |
| von Borstel & Associates, Inc. added | 753,339 | $28M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 744,849 | $27M | 0.3% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC trimmed | 706,915 | $27M | 0.3% | 2026-Q1 |
| True Wealth Design, LLC added | 721,040 | $27M | 0.3% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 717,922 | $26M | 0.3% | 2026-Q1 |
| Efficient Advisors, LLC trimmed | 715,575 | $26M | 0.3% | 2026-Q1 |
| LIBERTY WEALTH MANAGEMENT LLC added | 701,173 | $26M | 0.3% | 2026-Q1 |
| LVZ, Inc. trimmed | 687,262 | $25M | 0.3% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 678,278 | $25M | 0.3% | 2026-Q1 |
| Arlington Financial Advisors, LLC added | 672,971 | $25M | 0.3% | 2026-Q1 |
| WPWealth LLP added | 670,658 | $25M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 654,862 | $24M | 0.3% | 2026-Q1 |
| Sterling Wealth Management, Inc. added | 647,105 | $24M | 0.3% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 642,119 | $24M | 0.3% | 2026-Q1 |
| Savant Capital, LLC trimmed | 634,956 | $23M | 0.3% | 2026-Q1 |
| CVA Family Office, LLC added | 633,985 | $23M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 642,112 | $23M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 613,659 | $23M | 0.3% | 2026-Q1 |
| MASTER'S WEALTH MANAGEMENT INC. added | 584,326 | $21M | 0.3% | 2026-Q1 |
| Three Arch Wealth Management LLC added | 579,210 | $21M | 0.3% | 2026-Q1 |
| Lutz Financial Services LLC added | 578,161 | $21M | 0.3% | 2026-Q1 |
| Kooman & Associates added | 564,766 | $21M | 0.3% | 2026-Q1 |
| Oceanside Advisors LLC added | 564,525 | $21M | 0.3% | 2026-Q1 |
| Elser Financial Planning, Inc new | 562,024 | $21M | 0.3% | 2026-Q1 |
| Premier Financial Group added | 544,507 | $20M | 0.3% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 548,673 | $20M | 0.2% | 2026-Q1 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 545,526 | $20M | 0.2% | 2026-Q1 |
| Opus Capital Group, LLC added | 539,414 | $20M | 0.2% | 2026-Q1 |
| Adero Partners, LLC added | 7,048,482 | $234M | 2.9% | 2025-Q1 stale |
| Clarius Group, LLC added | 1,318,039 | $50M | 0.6% | 2025-Q4 stale |
| Wealthstream Advisors, Inc. added | 1,100,984 | $42M | 0.5% | 2025-Q3 stale |
| Timonier Family Office, LTD. added | 1,051,465 | $40M | 0.5% | 2025-Q4 stale |
| Grunden Financial Advisory, Inc. added | 986,709 | $38M | 0.5% | 2025-Q4 stale |
| PBMares Wealth Management LLC added | 663,147 | $25M | 0.3% | 2025-Q3 stale |
| Mach-1 Financial Group, LLC new | 621,173 | $23M | 0.3% | 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.