Who owns DXUV
Which tracked institutional funds hold DXUV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DXUV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 DXUV is one-sided between 2026-Q1 and 2026-Q2: 24 added or opened and 4 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
DXUV’s largest tracked holder by dollar value, Tencap Wealth Coaching, LLC, sizes it at 25.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 25.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DXUV 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 69 tracked filers holding DXUV, 54 increased or opened the position and 12 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 DXUV 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 7
- ENVESTNET ASSET MANAGEMENT INC$7M
- CITIGROUP INC$4M
- GOLDMAN SACHS GROUP INC$3M
- TRUIST FINANCIAL CORP$2M
- Shepherd Financial Partners LLC$1M
- Evanson Financial, LLC$983K
Full exits 2
- BCR Wealth Strategies, LLC$47M
- Evanson Asset Management, LLC$899K
Largest adds
- Tencap Wealth Coaching, LLC$9M
- Versant Capital Management, Inc$9M
- Beacon Pointe Advisors, LLC$8M
- RFG Advisory, LLC$3M
- FMB WEALTH MANAGEMENT$2M
- American Trust$2M
Largest trims
- MML INVESTORS SERVICES, LLC$2M
- Private Advisor Group, LLC$812K
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 |
|---|---|---|---|---|
| Tencap Wealth Coaching, LLC added | 1,208,060 | $80M | 20.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 785,013 | $52M | 13.2% | 2026-Q2 |
| FMB WEALTH MANAGEMENT trimmed | 327,365 | $22M | 5.5% | 2026-Q2 |
| RFG Advisory, LLC added | 315,199 | $21M | 5.3% | 2026-Q2 |
| American Trust added | 268,870 | $18M | 4.5% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 238,448 | $16M | 4.0% | 2026-Q2 |
| Versant Capital Management, Inc added | 170,886 | $11M | 2.9% | 2026-Q2 |
| Corus Family Wealth Advisors added | 118,194 | $8M | 2.0% | 2026-Q2 |
| LVZ, Inc. added | 110,345 | $7M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 106,712 | $7M | 1.8% | 2026-Q2 |
| STAGE HARBOR FINANCIAL, LLC added | 92,079 | $6M | 1.5% | 2026-Q2 |
| Financial Harvest, LLC added | 87,949 | $6M | 1.5% | 2026-Q2 |
| ASSETMARK, INC added | 67,150 | $4M | 1.1% | 2026-Q2 |
| CITIGROUP INC new | 57,489 | $4M | 1.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 51,847 | $3M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 45,456 | $3M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 37,662 | $3M | 0.6% | 2026-Q2 |
| E-Wealth Partners, LLC trimmed | 36,389 | $2M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 34,944 | $2M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 31,154 | $2M | 0.5% | 2026-Q2 |
| Rockwood Wealth Management, LLC added | 29,191 | $2M | 0.5% | 2026-Q2 |
| BIP Wealth, LLC added | 28,851 | $2M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 26,870 | $2M | 0.5% | 2026-Q2 |
| VISTA CAPITAL PARTNERS, INC. added | 22,023 | $1M | 0.4% | 2026-Q2 |
| VESTIA PERSONAL WEALTH ADVISORS added | 21,209 | $1M | 0.4% | 2026-Q2 |
| Applied Capital LLC added | 17,288 | $1M | 0.3% | 2026-Q2 |
| SwitchPoint Financial Planning, LLC added | 17,034 | $1M | 0.3% | 2026-Q2 |
| Shepherd Financial Partners LLC new | 15,203 | $1M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 15,122 | $1M | 0.3% | 2026-Q2 |
| Evanson Financial, LLC new | 14,785 | $983K | 0.2% | 2026-Q2 |
| Financial Plan, Inc. added | 13,692 | $911K | 0.2% | 2026-Q2 |
| Archvest Wealth Advisors, Inc. added | 13,175 | $876K | 0.2% | 2026-Q2 |
| Financial Symmetry Inc | 11,609 | $772K | 0.2% | 2026-Q2 |
| Live Oak Private Wealth LLC added | 11,552 | $768K | 0.2% | 2026-Q2 |
| Apella Capital, LLC added | 9,811 | $657K | 0.2% | 2026-Q2 |
| BCO Wealth Management LLC added | 8,285 | $551K | 0.1% | 2026-Q2 |
| LPL Financial LLC new | 7,877 | $524K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 7,401 | $498K | 0.1% | 2026-Q2 |
| WINNACLE WEALTH LLC added | 7,334 | $488K | 0.1% | 2026-Q2 |
| Selective Wealth Management, Inc. new | 7,017 | $473K | 0.1% | 2026-Q2 |
| NWAM LLC trimmed | 7,072 | $470K | 0.1% | 2026-Q2 |
| OPTIMA CAPITAL LLC | 4,680 | $311K | 0.1% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 4,664 | $310K | 0.1% | 2026-Q2 |
| Monument Group Wealth Advisors, LLC trimmed | 3,504 | $302K | 0.1% | 2026-Q2 |
| 25 LLC added | 4,340 | $289K | 0.1% | 2026-Q2 |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,293 | $285K | 0.1% | 2026-Q2 |
| WorthPointe, LLC added | 4,182 | $278K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC new | 3,845 | $265K | 0.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3,458 | $230K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC new | 3,040 | $202K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,477 | $165K | 0.0% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 2,370 | $158K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,220 | $148K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 2,028 | $135K | 0.0% | 2026-Q2 |
| Concord Wealth Partners new | 2,004 | $133K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 1,465 | $97K | 0.0% | 2026-Q2 |
| UBS Group AG added | 1,236 | $82K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 668 | $44K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 643 | $43K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc | 226 | $15K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 171 | $11K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 160 | $11K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 70 | $5K | 0.0% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC | 42 | $3K | 0.0% | 2026-Q2 |
| Horizon Investments, LLC new | 21 | $1K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 18 | $1K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 5 | $333 | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 4 | $266 | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 0 | — | 0.0% | 2026-Q2 |
| BCR Wealth Strategies, LLC added | 788,878 | $47M | 11.8% | 2026-Q1 stale (1 quarter behind) |
| Evanson Asset Management, LLC added | 15,151 | $899K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Daytona Street Capital LLC | 6,644 | $324K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cloud Capital Management, LLC new | 4,564 | $270K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Silver Grove Financial Group, Inc. new | 1,281 | $76K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| DIMENSIONAL FUND ADVISORS LP trimmed | 45,000 | $3M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| VanderPol Investments L.L.C. added | 22,377 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| LRI Investments, LLC added | 228 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BLAIR WILLIAM & CO/IL | 17 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC new | 10 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Merited Wealth, LLC new | 9 | $538 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Hemington Wealth Management added | 674,841 | $39M | 10.0% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 8,713 | $509K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CARDIFF PARK ADVISORS, LLC trimmed | 177 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| TRUST CO OF VERMONT new | 24 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 1,759 | $95K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| AE Wealth Management LLC new | 1,452 | $79K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: TIAA TRUST, NATIONAL ASSOCIATION (last filed 2025-Q4, 3,458 shares) reconciles to its 1 current affiliate (3,458 shares) — 0.000% apart.
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.