Institutional Holders (2026 Q2)
120 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DEHP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Three Arch Wealth Management LLC | 4.04% | 615,346 | $26.3M |
| 2 | Unison Advisors LLC | 2.72% | 912,565 | $39.0M |
| 3 | Capstone Wealth Management, Inc. | 2.47% | 79,009 | $3.3M |
| 4 | CSP Financial Group, LLC | 1.82% | 50,031 | $2.1M |
| 5 | Fischer Investment Strategies, LLC | 1.81% | 88,719 | $3.8M |
| 6 | Corus Family Wealth Advisors | 1.64% | 55,570 | $2.4M |
| 7 | United Wealth Management, LLC | 1.62% | 168,388 | $7.2M |
| 8 | Wealth Advisors Northwest LLC | 1.39% | 95,493 | $4.1M |
| 9 | Foundry Financial LLC | 1.31% | 90,669 | $3.9M |
| 10 | Tableaux LLC | 1.24% | 69,091 | $3.0M |
| 11 | Broadhurst Jeffrey B | 1.07% | 11,718 | $501K |
| 12 | Meredith Wealth Planning | 1.05% | 104,333 | $4.5M |
| 13 | Mills Wealth Advisors LLC | 1.04% | 77,046 | $3.3M |
| 14 | Forteris Wealth Management INC. | 0.94% | 26,998 | $1.2M |
| 15 | DiNuzzo Private Wealth, Inc. | 0.83% | 195,801 | $8.4M |
| 16 | Global Assets Advisory, LLC | 0.71% | 78,634 | $3.3M |
| 17 | Applied Capital LLC | 0.65% | 47,335 | $2.0M |
| 18 | Integrity Advisory Solutions, LLC | 0.64% | 146,456 | $6.3M |
| 19 | Kane Co Wealth Management, Inc. | 0.56% | 17,106 | $732K |
| 20 | Quadcap Wealth Management, LLC | 0.55% | 132,252 | $5.7M |
| 21 | Outbound Financial Inc | 0.51% | 19,794 | $554K |
| 22 | Pinney & Scofield, INC. | 0.49% | 23,602 | $1.0M |
| 23 | BDFS Capital LLC | 0.49% | 26,492 | $1.1M |
| 24 | Daner Wealth Management, LLC | 0.46% | 20,541 | $846K |
| 25 | Alpha Financial Advisors, LLC | 0.43% | 38,170 | $1.6M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|