DUHP

Dimensional US High Profi Et Cross-source read$41.45 0.58%
UnclassifiedCUSIP 25434V831· EOD Sep 15, 2026

Among active 13F managers last quarter, 31 added and 9 reduced; the largest holder to move was Forum Financial Management, LP (+2.5%). No recent Form 4 insider filings for DUHP.

Tracked 13F holders
519
444 in Q2 2026 filings
13F value (tracked)
$9.9B
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
31 adding · 9 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$41.45 0.58%5Y +66.3%
$19.99$26.14$32.29$38.43$44.58202220232024202520262552132032242562910319291840177432103401214113448145601716414976
Hover for who · click for detailEnd-of-day closing prices52w $35.83 – $42.88

Who owns DUHP?

519 tracked 13F filers · ranked by shares held

519 tracked 13F filers disclose a position in DUHP as of the latest SEC 13F filings, a combined $9.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Mercer Global Advisors Inc48.7M
$1.8B
+8.8%
Added · +3.9M sh
Q1 2026
2Focus Partners Wealth20.4M
$766.4M
+5.6%
Added · +1.1M sh
Q1 2026
3Forum Financial Management, LP8.7M
$361.8M
+2.5%
Added · +210K sh
Q2 2026
4Pure Financial Advisors, LLC8.3M
$344.5M
+5.5%
Added · +431K sh
Q2 2026
5Allworth Financial LP4.5M
$164.2M
+44%
Added · +1.4M sh
Q1 2026
6Apella Capital, LLC4.1M
$171.1M
+5.9%
Added · +231K sh
Q2 2026
7Focus Advisor Solutions, LLC3.9M
$160.7M
+17%
Added · +550K sh
Q2 2026
8Corient Private Wealth LP3.8M
$138.1M
+26%
Added · +778K sh
Q1 2026
9Envestnet Asset Management Inc3.7M
$134.4M
+19%
Added · +588K sh
Q1 2026
10TCI Wealth Advisors, Inc.3.4M
$140.0M
+33%
Added · +838K sh
Q2 2026
11Foster Group, Inc.3.1M
$131.2M
+2.3%
Added · +71K sh
Q2 2026
12AssetMark, Inc3.1M
$128.5M
899×
Added · +3.1M sh
Q2 2026
13Petersen Hastings Wealth Advisors Inc.3.0M
$125.8M
+1.8%
Added · +54K sh
Q2 2026
14Bank Of Montreal2.7M
$100.5M
+5.3%
Added · +139K sh
Q1 2026
15RW Investment Management LLC2.6M
$110.4M
+2.2%
Added · +56K sh
Q2 2026
16Alesco Advisors, LLC, An ESL Co2.6M
$96.7M
+0.5%
Added · +14K sh
Q1 2026
17Aprio Wealth Management, LLC2.4M
$98.3M
−4.1%
Reduced · −102K sh
Q2 2026
18HB Wealth Management, LLC2.2M
$93.0M
+12%
Added · +240K sh
Q2 2026
19UBS Group AG2.1M
$79.0M
+11%
Added · +206K sh
Q1 2026
20Financial Consulate, Inc2.1M
$88.0M
+3.5%
Added · +71K sh
Q2 2026
21HighTower Advisors, LLC2.1M
$77.5M
−9.8%
Reduced · −229K sh
Q1 2026
22Beaird Harris Wealth Management, LLC2.0M
$85.4M
−4.3%
Reduced · −92K sh
Q2 2026
23Beacon Pointe Advisors, LLC2.0M
$83.0M
+5.5%
Added · +103K sh
Q2 2026
24Savant Capital, LLC1.9M
$81.5M
+205%
Added · +1.3M sh
Q2 2026
25Root Financial Partners, LLC1.9M
$79.0M
+43%
Added · +570K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DUHP being bought or sold by institutions?

Last quarter, 31 funds added to an existing position in DUHP, while 9 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
31
added to an existing position
Reduced
9
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own DUHP also own

CompanyCo-held byTheir position there
Apple IncAAPL282 funds$53.3B
Microsoft CorpMSFT276 funds$44.9B
Amazon.com IncAMZN272 funds$29.8B
Nvidia CorpNVDA270 funds$61.0B
Alphabet Inc-CL AGOOGL264 funds$24.7B
SS SPDR S&P 500 ETF Trust-USSPY259 funds$9.9B
Berkshire Hathaway Inc-CL BBRK/B257 funds$9.5B
JPMorgan Chase & CoJPM255 funds$11.7B
Alphabet Inc-CL CGOOG254 funds$20.2B
Meta Platforms Inc-Class AMETA245 funds$14.5B
Vanguard S&P 500 ETFVOO244 funds$13.5B
Vanguard Total Stock MKT ETFVTI244 funds$13.1B

Ranked by how many of DUHP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DUHP.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
7621
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

444 tracked filers in Q2 2026 filingsstill filing
0247494Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $5.9B
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for DUHP

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Ask your agent what changed in DUHP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DUHP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DUHP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DUHP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.