Who owns DXUV (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-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 DXUV is one-sided between 2025-Q4 and 2026-Q1: 17 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 26.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 26.7pp 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 2025-Q4 and 2026-Q1, across 50 tracked filers holding DXUV, 39 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 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 1
- HARBOUR INVESTMENTS, INC.$3M
Full exits 3
- DIMENSIONAL FUND ADVISORS LP$3M
- E-Wealth Partners, LLC$2M
- VanderPol Investments L.L.C.$1M
Largest adds
- Beacon Pointe Advisors, LLC$4M
- RFG Advisory, LLC$3M
- BCR Wealth Strategies, LLC$2M
- Corus Family Wealth Advisors$2M
- Pure Financial Advisors, LLC$2M
- STAGE HARBOR FINANCIAL, LLC$695K
Largest trims
- MML INVESTORS SERVICES, LLC$916K
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 | 1,196,453 | $71M | 21.3% | 2026-Q1 |
| BCR Wealth Strategies, LLC added | 788,878 | $47M | 14.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 752,651 | $45M | 13.4% | 2026-Q1 |
| FMB WEALTH MANAGEMENT trimmed | 327,637 | $19M | 5.8% | 2026-Q1 |
| RFG Advisory, LLC added | 304,424 | $18M | 5.4% | 2026-Q1 |
| American Trust added | 262,819 | $16M | 4.7% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 230,992 | $14M | 4.1% | 2026-Q1 |
| Corus Family Wealth Advisors added | 111,973 | $7M | 2.0% | 2026-Q1 |
| LVZ, Inc. added | 104,420 | $6M | 1.9% | 2026-Q1 |
| STAGE HARBOR FINANCIAL, LLC added | 76,042 | $5M | 1.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 75,086 | $4M | 1.3% | 2026-Q1 |
| Financial Harvest, LLC added | 74,011 | $4M | 1.3% | 2026-Q1 |
| ASSETMARK, INC added | 63,780 | $4M | 1.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 55,877 | $3M | 1.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 51,124 | $3M | 0.9% | 2026-Q1 |
| Versant Capital Management, Inc added | 41,144 | $2M | 0.7% | 2026-Q1 |
| Rockwood Wealth Management, LLC added | 27,827 | $2M | 0.5% | 2026-Q1 |
| BIP Wealth, LLC added | 25,225 | $1M | 0.4% | 2026-Q1 |
| VESTIA PERSONAL WEALTH ADVISORS added | 20,806 | $1M | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC | 18,657 | $1M | 0.3% | 2026-Q1 |
| VISTA CAPITAL PARTNERS, INC. added | 17,363 | $1M | 0.3% | 2026-Q1 |
| SwitchPoint Financial Planning, LLC added | 15,799 | $938K | 0.3% | 2026-Q1 |
| Applied Capital LLC added | 15,339 | $910K | 0.3% | 2026-Q1 |
| Evanson Asset Management, LLC added | 15,151 | $899K | 0.3% | 2026-Q1 |
| Financial Plan, Inc. added | 13,666 | $811K | 0.2% | 2026-Q1 |
| Archvest Wealth Advisors, Inc. added | 13,130 | $779K | 0.2% | 2026-Q1 |
| Financial Symmetry Inc | 11,609 | $746K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,916 | $648K | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 9,797 | $626K | 0.2% | 2026-Q1 |
| Live Oak Private Wealth LLC added | 9,275 | $550K | 0.2% | 2026-Q1 |
| BCO Wealth Management LLC added | 8,255 | $490K | 0.1% | 2026-Q1 |
| NWAM LLC added | 7,465 | $443K | 0.1% | 2026-Q1 |
| Daytona Street Capital LLC | 6,644 | $324K | 0.1% | 2026-Q1 |
| WINNOW WEALTH LLC added | 4,844 | $287K | 0.1% | 2026-Q1 |
| OPTIMA CAPITAL LLC new | 4,680 | $278K | 0.1% | 2026-Q1 |
| Signature Resources Capital Management, LLC | 4,664 | $277K | 0.1% | 2026-Q1 |
| Cloud Capital Management, LLC new | 4,564 | $270K | 0.1% | 2026-Q1 |
| Monument Group Wealth Advisors, LLC | 4,521 | $268K | 0.1% | 2026-Q1 |
| MONOGRAPH WEALTH ADVISORS, LLC trimmed | 4,293 | $255K | 0.1% | 2026-Q1 |
| 25 LLC added | 4,182 | $248K | 0.1% | 2026-Q1 |
| WorthPointe, LLC added | 4,177 | $248K | 0.1% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 3,458 | $205K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 2,269 | $134K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 2,105 | $126K | 0.0% | 2026-Q1 |
| Silver Grove Financial Group, Inc. new | 1,281 | $76K | 0.0% | 2026-Q1 |
| UBS Group AG added | 245 | $15K | 0.0% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc | 226 | $13K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc new | 170 | $10K | 0.0% | 2026-Q1 |
| MPWM ADVISORY SOLUTIONS, LLC | 42 | $2K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 5 | $297 | 0.0% | 2026-Q1 |
| Hemington Wealth Management added | 674,841 | $39M | 11.8% | 2025-Q3 stale |
| DIMENSIONAL FUND ADVISORS LP trimmed | 45,000 | $3M | 0.8% | 2025-Q4 stale |
| E-Wealth Partners, LLC new | 31,339 | $2M | 0.6% | 2025-Q4 stale |
| VanderPol Investments L.L.C. added | 22,377 | $1M | 0.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 8,713 | $509K | 0.2% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 9,344 | $470K | 0.1% | 2025-Q1 stale |
| American Investment Services, Inc. new | 8,370 | $421K | 0.1% | 2025-Q1 stale |
| TIAA TRUST, NATIONAL ASSOCIATION | 3,458 | $207K | 0.1% | 2025-Q4 stale |
| OSAIC HOLDINGS, INC. new | 3,028 | $177K | 0.1% | 2025-Q3 stale |
| WELLS FARGO & COMPANY/MN new | 1,759 | $95K | 0.0% | 2025-Q2 stale |
| JONES FINANCIAL COMPANIES LLLP new | 1,523 | $82K | 0.0% | 2025-Q2 stale |
| AE Wealth Management LLC new | 1,452 | $79K | 0.0% | 2025-Q2 stale |
| LRI Investments, LLC added | 228 | $14K | 0.0% | 2025-Q4 stale |
| CARDIFF PARK ADVISORS, LLC trimmed | 177 | $10K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC trimmed | 164 | $10K | 0.0% | 2025-Q4 stale |
| TRUST CO OF VERMONT new | 24 | $1K | 0.0% | 2025-Q3 stale |
| BLAIR WILLIAM & CO/IL | 17 | $1K | 0.0% | 2025-Q4 stale |
| CWM, LLC new | 10 | $1K | 0.0% | 2025-Q4 stale |
| Merited Wealth, LLC new | 9 | $538 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.