DUHP

—

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$41.28

+0.43 (+1.05%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding DUHP · 2026-Q1 methodology → sources →

529 holders

FUNDDIMENSIONAL ETF TRUSTA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

250,058,425

Reporting holders

529

% of shares outstanding is not shown for DUHP: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register97.7%513 active filers

Index / screened out2.3%16 filers

Reporting holders5292026-Q1

Top-10 concentration43.0%

HHI0.0507

Effective holders19.7

Crowding percentile—

Crowding percentile withheld — no market cap for DUHP in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 529 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MERCER GLOBAL ADVISORS INC /ADV	48,730,93848.7M	$1.8B	—	ADD 9%
2	Focus Partners Wealth	20,387,64720.4M	$766M	—	ADD 6%
3	Forum Financial Management, LP	8,459,6748.5M	$311M	—	ADD 6%
4	Pure Financial Advisors, LLC	7,825,7367.8M	$288M	—	ADD 4%
5	Allworth Financial LP	4,466,6534.5M	$164M	—	ADD 44%
6	Apella Capital, LLC	3,891,9473.9M	$153M	—	ADD 50%
7	Corient Private Wealth LLC	3,755,6803.8M	$138M	—	TRIM -40%
8	ENVESTNET ASSET MANAGEMENT INC	3,657,4953.7M	$134M	—	ADD 19%
9	Focus Partners Advisor Solutions, LLC	3,301,0113.3M	$121M	—	ADD 18%
10	Foster Group, Inc.	3,073,0693.1M	$113M	—	ADD 3%
11	Petersen Hastings Wealth Advisors Inc.	2,960,1963.0M	$109M	—	ADD 3%
12	BANK OF MONTREAL /CAN/	2,733,0932.7M	$100M	—	ADD 5%
13	Clearstead Advisors, LLC	2,715,8052.7M	$100M	—	NEW
14	Alesco Advisors, LLC, An ESL Co	2,630,6582.6M	$97M	—	—
15	RW Investment Management LLC	2,588,1822.6M	$95M	—	NEW
16	TCI Wealth Advisors, Inc.	2,516,3012.5M	$92M	—	ADD 15%
17	PARK AVENUE SECURITIES LLC	2,479,6112.5M	$91M	—	ADD 8%
18	Aprio Wealth Management, LLC	2,456,4232.5M	$90M	—	—
19	Bouchey Financial Group Ltd	2,161,3092.2M	$82M	—	—
20	UBS Group AG	2,148,4012.1M	$79M	—	ADD 11%
21	Beaird Harris Wealth Management, LLC	2,139,3272.1M	$79M	—	ADD 4%
22	HighTower Advisors, LLC	2,107,8002.1M	$77M	—	TRIM -10%
23	FINANCIAL CONSULATE, INC	2,038,6692.0M	$75M	—	ADD 3%
24	HB Wealth Management, LLC	1,987,7252.0M	$73M	—	ADD 9%
25	Beacon Pointe Advisors, LLC	1,886,1471.9M	$69M	—	ADD 19%
26	Pathstone Holdings, LLC	1,789,3431.8M	$66M	—	ADD 3%
27	RAYMOND JAMES FINANCIAL INC	1,664,8981.7M	$61M	—	TRIM -11%
28	Planning Center, Inc.	1,652,2251.7M	$61M	—	ADD 2%
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,552,2361.6M	$57M	—	TRIM -45%
30	High Probability Advisors, LLC	1,517,0101.5M	$56M	—	—
31	BANK OF AMERICA CORP /DE/	1,426,1631.4M	$52M	—	ADD 7%
32	Root Financial Partners, LLC	1,323,4401.3M	$49M	—	ADD 21%
33	Mariner, LLC	1,321,4751.3M	$49M	—	ADD 9%
34	SATOVSKY ASSET MANAGEMENT LLC	1,311,7031.3M	$48M	—	ADD 3%
35	Retirement Solution LLC	1,311,6141.3M	$48M	—	—
36	Vestmark Advisory Solutions, Inc.	1,311,1241.3M	$48M	—	ADD 5%
37	Symmetry Partners, LLC	1,290,1101.3M	$47M	—	ADD 6%
38	PHILLIPS FINANCIAL MANAGEMENT, LLC	1,248,7061.2M	$46M	—	TRIM -7%
39	Safeguard Investment Advisory Group, LLC	1,230,2601.2M	$45M	—	TRIM -3%
40	DiNuzzo Private Wealth, Inc.	1,225,0211.2M	$45M	—	—
41	Leading Edge Financial Planning LLC	1,200,0731.2M	$44M	—	ADD 14%
42	Meredith Wealth Planning	1,199,6221.2M	$44M	—	ADD 37%
43	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1,189,1871.2M	$44M	—	—
44	Freedom Investment Management, Inc.	1,185,9141.2M	$44M	—	TRIM -14%
45	Millburn Ridgefield LLC /DE/	1,172,2001.2M	$43M	—	ADD 19%
46	Catalyst Capital Advisors LLC	1,172,2001.2M	$43M	—	ADD 19%
47	Chicago Partners Investment Group LLC	1,092,6971.1M	$43M	—	ADD 3%
48	Greenspring Advisors, LLC	1,145,6121.1M	$42M	—	ADD 3%
49	Burton Enright Welch	1,113,4131.1M	$41M	—	ADD 3%
50	HARBOUR INVESTMENTS, INC.	1,095,6521.1M	$40M	—	ADD 80%
51	GREAT OAK CAPITAL PARTNERS, LLC	1,048,6511.0M	$40M	—	ADD 4%
52	Fulton Bank, N.A.	1,080,2491.1M	$40M	—	ADD 4%
53	Vise Technologies, Inc.	1,028,0941.0M	$39M	—	—
54	Bridgewater Advisors Inc.	967,302967,302	$39M	—	ADD 6%
55	EXENCIAL WEALTH ADVISORS, LLC	1,014,7481.0M	$37M	—	ADD 24%
56	Forvis Mazars Wealth Advisors, LLC	976,048976,048	$36M	—	TRIM -4%
57	OneDigital Investment Advisors LLC	919,939919,939	$34M	—	TRIM -2%
58	Baird Financial Group, Inc.	835,000835,000	$31M	—	ADD 4%
59	Hippocratic Financial Advisors, LLC	825,016825,016	$30M	—	ADD 8%
60	Sequoia Financial Advisors, LLC	820,348820,348	$30M	—	TRIM -4%
61	Farther Finance Advisors, LLC	781,419781,419	$29M	—	—
62	STOLZ & ASSOCIATES, PS	735,902735,902	$29M	—	ADD 7%
63	United Wealth Management, LLC	775,275775,275	$28M	—	ADD 3%
64	Integrity Advisory Solutions, LLC	771,141771,141	$28M	—	ADD 11%
65	GeoWealth Management, LLC	761,437761,437	$28M	—	ADD 4%
66	von Borstel & Associates, Inc.	753,339753,339	$28M	—	ADD 5%
67	AE Wealth Management LLC	744,849744,849	$27M	—	ADD 6%
68	SAX WEALTH ADVISORS, LLC	706,915706,915	$27M	—	—
69	True Wealth Design, LLC	721,040721,040	$27M	—	ADD 4%
70	Discipline Wealth Solutions, LLC	717,922717,922	$26M	—	ADD 144%
71	Efficient Advisors, LLC	715,575715,575	$26M	—	TRIM -37%
72	LIBERTY WEALTH MANAGEMENT LLC	701,173701,173	$26M	—	—
73	LVZ, Inc.	687,262687,262	$25M	—	TRIM -62%
74	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	678,278678,278	$25M	—	—
75	Arlington Financial Advisors, LLC	672,971672,971	$25M	—	ADD 12%
76	WPWealth LLP	670,658670,658	$25M	—	ADD 11%
77	COMMONWEALTH EQUITY SERVICES, LLC	654,862654,862	$24M	—	ADD 3%
78	Sterling Wealth Management, Inc.	647,105647,105	$24M	—	ADD 6%
79	INTEGRITY ALLIANCE, LLC.	642,119642,119	$24M	—	ADD 4%
80	Savant Capital, LLC	634,956634,956	$23M	—	TRIM -38%
81	CVA Family Office, LLC	633,985633,985	$23M	—	ADD 22%
82	JPMORGAN CHASE & CO	642,112642,112	$23M	—	ADD 28%
83	LPL Financial LLC	613,659613,659	$23M	—	—
84	MASTER'S WEALTH MANAGEMENT INC.	584,326584,326	$21M	—	ADD 5%
85	Three Arch Wealth Management LLC	579,210579,210	$21M	—	ADD 7%
86	Lutz Financial Services LLC	578,161578,161	$21M	—	ADD 3%
87	Kooman & Associates	564,766564,766	$21M	—	ADD 2%
88	Oceanside Advisors LLC	564,525564,525	$21M	—	ADD 4%
89	Elser Financial Planning, Inc	562,024562,024	$21M	—	NEW
90	Premier Financial Group	544,507544,507	$20M	—	ADD 4%
91	WCG Wealth Advisors LLC	548,673548,673	$20M	—	ADD 5%
92	G2 CAPITAL MANAGEMENT, LLC / OH	545,526545,526	$20M	—	—
93	Opus Capital Group, LLC	539,414539,414	$20M	—	—
94	MB Generational Wealth, LLC	537,956537,956	$20M	—	TRIM -4%
95	Integrated Wealth Concepts LLC	531,559531,559	$20M	—	ADD 38%
96	Midwest Heritage Bank, FSB	527,822527,822	$19M	—	ADD 8%
97	Mills Wealth Advisors LLC	509,703509,703	$19M	—	—
98	LEGACY FINANCIAL GROUP, INC.	500,768500,768	$18M	—	ADD 3%
99	Foundry Financial LLC	495,413495,413	$18M	—	ADD 31%
100	Tassel Capital Management, Inc.	494,341494,341	$18M	—	ADD 4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 347 bought / 156 sold · net +13,297,651 shares · 18.4d of ADV

Bought347 filers

Shares: 26,840,033
Value: $987M
Opened: 60 · 7,997,993 sh
Days of ADV: 37.1d

Sold156 filers

Shares: 13,542,382
Value: $498M
Closed: 37 · 4,771,320 sh
Days of ADV: 18.7d

Net (all filers) +13,297,651 sh · $489M · 5.6% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MERCER GLOBAL ADVISORS INC /ADV

35.7M

38.1M

40.1M

42.6M

44.8M

48.7M

$1.8B

Focus Partners Wealth

5.2M

11.0M

18.0M

18.6M

19.3M

20.4M

$766M

Forum Financial Management, LP

6.9M

7.2M

7.5M

8.0M

8.5M

$311M

Pure Financial Advisors, LLC

5.5M

6.1M

6.4M

6.9M

7.6M

7.8M

$288M

Allworth Financial LP

762K

848K

1.0M

3.0M

3.1M

4.5M

$164M

Apella Capital, LLC

532K

1.4M

1.9M

2.3M

2.6M

3.9M

$153M

Corient Private Wealth LLC

2.8M

2.9M

1.7M

6.3M

3.8M

$138M

ENVESTNET ASSET MANAGEMENT INC

38.2M

35.0M

36.5M

3.0M

3.1M

3.7M

$134M

Focus Partners Advisor Solutions, LLC

1.7M

2.1M

2.3M

2.5M

2.8M

3.3M

$121M

Foster Group, Inc.

2.0M

2.1M

2.9M

3.0M

3.1M

$113M

Petersen Hastings Wealth Advisors Inc.

—

2.9M

3.0M

$109M

BANK OF MONTREAL /CAN/

2.1M

2.2M

2.4M

2.5M

2.6M

2.7M

$100M

Clearstead Advisors, LLC

—

2.7M

$100M

Alesco Advisors, LLC, An ESL Co

2.6M

2.7M

2.6M

$97M

RW Investment Management LLC

597K

782K

1.1M

2.4M

—

2.6M

$95M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter

Holders

Shares held

% shares out

Value held

2026-Q1

529

250,058,425

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding DUHP · 2026-Q1 methodology → sources →

529 holders

% of shares outstanding held

—

Shares held (13F)

250,058,425

Reporting holders

529

Active share of register97.7%513 active filers

Index / screened out2.3%16 filers

Reporting holders5292026-Q1

Top-10 concentration43.0%

HHI0.0507

Effective holders19.7

Crowding percentile—

Crowding percentile withheld — no market cap for DUHP in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 529 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MERCER GLOBAL ADVISORS INC /ADV	48,730,93848.7M	$1.8B	—	ADD 9%
2	Focus Partners Wealth	20,387,64720.4M	$766M	—	ADD 6%
3	Forum Financial Management, LP	8,459,6748.5M	$311M	—	ADD 6%
4	Pure Financial Advisors, LLC	7,825,7367.8M	$288M	—	ADD 4%
5	Allworth Financial LP	4,466,6534.5M	$164M	—	ADD 44%
6	Apella Capital, LLC	3,891,9473.9M	$153M	—	ADD 50%
7	Corient Private Wealth LLC	3,755,6803.8M	$138M	—	TRIM -40%
8	ENVESTNET ASSET MANAGEMENT INC	3,657,4953.7M	$134M	—	ADD 19%
9	Focus Partners Advisor Solutions, LLC	3,301,0113.3M	$121M	—	ADD 18%
10	Foster Group, Inc.	3,073,0693.1M	$113M	—	ADD 3%
11	Petersen Hastings Wealth Advisors Inc.	2,960,1963.0M	$109M	—	ADD 3%
12	BANK OF MONTREAL /CAN/	2,733,0932.7M	$100M	—	ADD 5%
13	Clearstead Advisors, LLC	2,715,8052.7M	$100M	—	NEW
14	Alesco Advisors, LLC, An ESL Co	2,630,6582.6M	$97M	—	—
15	RW Investment Management LLC	2,588,1822.6M	$95M	—	NEW
16	TCI Wealth Advisors, Inc.	2,516,3012.5M	$92M	—	ADD 15%
17	PARK AVENUE SECURITIES LLC	2,479,6112.5M	$91M	—	ADD 8%
18	Aprio Wealth Management, LLC	2,456,4232.5M	$90M	—	—
19	Bouchey Financial Group Ltd	2,161,3092.2M	$82M	—	—
20	UBS Group AG	2,148,4012.1M	$79M	—	ADD 11%
21	Beaird Harris Wealth Management, LLC	2,139,3272.1M	$79M	—	ADD 4%
22	HighTower Advisors, LLC	2,107,8002.1M	$77M	—	TRIM -10%
23	FINANCIAL CONSULATE, INC	2,038,6692.0M	$75M	—	ADD 3%
24	HB Wealth Management, LLC	1,987,7252.0M	$73M	—	ADD 9%
25	Beacon Pointe Advisors, LLC	1,886,1471.9M	$69M	—	ADD 19%
26	Pathstone Holdings, LLC	1,789,3431.8M	$66M	—	ADD 3%
27	RAYMOND JAMES FINANCIAL INC	1,664,8981.7M	$61M	—	TRIM -11%
28	Planning Center, Inc.	1,652,2251.7M	$61M	—	ADD 2%
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,552,2361.6M	$57M	—	TRIM -45%
30	High Probability Advisors, LLC	1,517,0101.5M	$56M	—	—
31	BANK OF AMERICA CORP /DE/	1,426,1631.4M	$52M	—	ADD 7%
32	Root Financial Partners, LLC	1,323,4401.3M	$49M	—	ADD 21%
33	Mariner, LLC	1,321,4751.3M	$49M	—	ADD 9%
34	SATOVSKY ASSET MANAGEMENT LLC	1,311,7031.3M	$48M	—	ADD 3%
35	Retirement Solution LLC	1,311,6141.3M	$48M	—	—
36	Vestmark Advisory Solutions, Inc.	1,311,1241.3M	$48M	—	ADD 5%
37	Symmetry Partners, LLC	1,290,1101.3M	$47M	—	ADD 6%
38	PHILLIPS FINANCIAL MANAGEMENT, LLC	1,248,7061.2M	$46M	—	TRIM -7%
39	Safeguard Investment Advisory Group, LLC	1,230,2601.2M	$45M	—	TRIM -3%
40	DiNuzzo Private Wealth, Inc.	1,225,0211.2M	$45M	—	—
41	Leading Edge Financial Planning LLC	1,200,0731.2M	$44M	—	ADD 14%
42	Meredith Wealth Planning	1,199,6221.2M	$44M	—	ADD 37%
43	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1,189,1871.2M	$44M	—	—
44	Freedom Investment Management, Inc.	1,185,9141.2M	$44M	—	TRIM -14%
45	Millburn Ridgefield LLC /DE/	1,172,2001.2M	$43M	—	ADD 19%
46	Catalyst Capital Advisors LLC	1,172,2001.2M	$43M	—	ADD 19%
47	Chicago Partners Investment Group LLC	1,092,6971.1M	$43M	—	ADD 3%
48	Greenspring Advisors, LLC	1,145,6121.1M	$42M	—	ADD 3%
49	Burton Enright Welch	1,113,4131.1M	$41M	—	ADD 3%
50	HARBOUR INVESTMENTS, INC.	1,095,6521.1M	$40M	—	ADD 80%
51	GREAT OAK CAPITAL PARTNERS, LLC	1,048,6511.0M	$40M	—	ADD 4%
52	Fulton Bank, N.A.	1,080,2491.1M	$40M	—	ADD 4%
53	Vise Technologies, Inc.	1,028,0941.0M	$39M	—	—
54	Bridgewater Advisors Inc.	967,302967,302	$39M	—	ADD 6%
55	EXENCIAL WEALTH ADVISORS, LLC	1,014,7481.0M	$37M	—	ADD 24%
56	Forvis Mazars Wealth Advisors, LLC	976,048976,048	$36M	—	TRIM -4%
57	OneDigital Investment Advisors LLC	919,939919,939	$34M	—	TRIM -2%
58	Baird Financial Group, Inc.	835,000835,000	$31M	—	ADD 4%
59	Hippocratic Financial Advisors, LLC	825,016825,016	$30M	—	ADD 8%
60	Sequoia Financial Advisors, LLC	820,348820,348	$30M	—	TRIM -4%
61	Farther Finance Advisors, LLC	781,419781,419	$29M	—	—
62	STOLZ & ASSOCIATES, PS	735,902735,902	$29M	—	ADD 7%
63	United Wealth Management, LLC	775,275775,275	$28M	—	ADD 3%
64	Integrity Advisory Solutions, LLC	771,141771,141	$28M	—	ADD 11%
65	GeoWealth Management, LLC	761,437761,437	$28M	—	ADD 4%
66	von Borstel & Associates, Inc.	753,339753,339	$28M	—	ADD 5%
67	AE Wealth Management LLC	744,849744,849	$27M	—	ADD 6%
68	SAX WEALTH ADVISORS, LLC	706,915706,915	$27M	—	—
69	True Wealth Design, LLC	721,040721,040	$27M	—	ADD 4%
70	Discipline Wealth Solutions, LLC	717,922717,922	$26M	—	ADD 144%
71	Efficient Advisors, LLC	715,575715,575	$26M	—	TRIM -37%
72	LIBERTY WEALTH MANAGEMENT LLC	701,173701,173	$26M	—	—
73	LVZ, Inc.	687,262687,262	$25M	—	TRIM -62%
74	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	678,278678,278	$25M	—	—
75	Arlington Financial Advisors, LLC	672,971672,971	$25M	—	ADD 12%
76	WPWealth LLP	670,658670,658	$25M	—	ADD 11%
77	COMMONWEALTH EQUITY SERVICES, LLC	654,862654,862	$24M	—	ADD 3%
78	Sterling Wealth Management, Inc.	647,105647,105	$24M	—	ADD 6%
79	INTEGRITY ALLIANCE, LLC.	642,119642,119	$24M	—	ADD 4%
80	Savant Capital, LLC	634,956634,956	$23M	—	TRIM -38%
81	CVA Family Office, LLC	633,985633,985	$23M	—	ADD 22%
82	JPMORGAN CHASE & CO	642,112642,112	$23M	—	ADD 28%
83	LPL Financial LLC	613,659613,659	$23M	—	—
84	MASTER'S WEALTH MANAGEMENT INC.	584,326584,326	$21M	—	ADD 5%
85	Three Arch Wealth Management LLC	579,210579,210	$21M	—	ADD 7%
86	Lutz Financial Services LLC	578,161578,161	$21M	—	ADD 3%
87	Kooman & Associates	564,766564,766	$21M	—	ADD 2%
88	Oceanside Advisors LLC	564,525564,525	$21M	—	ADD 4%
89	Elser Financial Planning, Inc	562,024562,024	$21M	—	NEW
90	Premier Financial Group	544,507544,507	$20M	—	ADD 4%
91	WCG Wealth Advisors LLC	548,673548,673	$20M	—	ADD 5%
92	G2 CAPITAL MANAGEMENT, LLC / OH	545,526545,526	$20M	—	—
93	Opus Capital Group, LLC	539,414539,414	$20M	—	—
94	MB Generational Wealth, LLC	537,956537,956	$20M	—	TRIM -4%
95	Integrated Wealth Concepts LLC	531,559531,559	$20M	—	ADD 38%
96	Midwest Heritage Bank, FSB	527,822527,822	$19M	—	ADD 8%
97	Mills Wealth Advisors LLC	509,703509,703	$19M	—	—
98	LEGACY FINANCIAL GROUP, INC.	500,768500,768	$18M	—	ADD 3%
99	Foundry Financial LLC	495,413495,413	$18M	—	ADD 31%
100	Tassel Capital Management, Inc.	494,341494,341	$18M	—	ADD 4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 347 bought / 156 sold · net +13,297,651 shares · 18.4d of ADV

Bought347 filers

Shares: 26,840,033
Value: $987M
Opened: 60 · 7,997,993 sh
Days of ADV: 37.1d

Sold156 filers

Shares: 13,542,382
Value: $498M
Closed: 37 · 4,771,320 sh
Days of ADV: 18.7d

Net (all filers) +13,297,651 sh · $489M · 5.6% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MERCER GLOBAL ADVISORS INC /ADV

35.7M

38.1M

40.1M

42.6M

44.8M

48.7M

$1.8B

Focus Partners Wealth

5.2M

11.0M

18.0M

18.6M

19.3M

20.4M

$766M

Forum Financial Management, LP

6.9M

7.2M

7.5M

8.0M

8.5M

$311M

Pure Financial Advisors, LLC

5.5M

6.1M

6.4M

6.9M

7.6M

7.8M

$288M

Allworth Financial LP

762K

848K

1.0M

3.0M

3.1M

4.5M

$164M

Apella Capital, LLC

532K

1.4M

1.9M

2.3M

2.6M

3.9M

$153M

Corient Private Wealth LLC

2.8M

2.9M

1.7M

6.3M

3.8M

$138M

ENVESTNET ASSET MANAGEMENT INC

38.2M

35.0M

36.5M

3.0M

3.1M

3.7M

$134M

Focus Partners Advisor Solutions, LLC

1.7M

2.1M

2.3M

2.5M

2.8M

3.3M

$121M

Foster Group, Inc.

2.0M

2.1M

2.9M

3.0M

3.1M

$113M

Petersen Hastings Wealth Advisors Inc.

—

2.9M

3.0M

$109M

BANK OF MONTREAL /CAN/

2.1M

2.2M

2.4M

2.5M

2.6M

2.7M

$100M

Clearstead Advisors, LLC

—

2.7M

$100M

Alesco Advisors, LLC, An ESL Co

2.6M

2.7M

2.6M

$97M

RW Investment Management LLC

597K

782K

1.1M

2.4M

—

2.6M

$95M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter

Holders

Shares held

% shares out

Value held

2026-Q1

529

250,058,425

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13F

DUHP☆

Institutional ownership· 13F filers holding DUHP · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding DUHP · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

DUHP