There is a long list of 242 institutional holders of DUHP within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of DUHP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DUHP table below, the initial column indicates the name of each top institutional holder of DUHP, with a link to that fund's top holdings. The next columns indicate the amount of DUHP stock held by each of the institutional holders of DUHP, followed by the DUHP position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Envestnet Asset Management Inc. | 19,800,335 | $566,488 | 12/31/2023 |
DUHP | 19,800,335 | $566,488 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 19,314,257 | $552,581 | 12/31/2023 |
DUHP | 19,314,257 | $552,581 | 12/31/2023 |
Merriman Wealth Management LLC | 7,810,962 | $223,472 | 12/31/2023 |
DUHP | 7,810,962 | $223,472 | 12/31/2023 |
Vista Wealth Management Group LLC | 6,691,202 | $211,509 | 03/31/2024 |
DUHP | 6,691,202 | $211,509 | 03/31/2024 |
Forum Financial Management LP | 7,198,384 | $205,946 | 12/31/2023 |
DUHP | 7,198,384 | $205,946 | 12/31/2023 |
Aprio Wealth Management LLC | 2,449,728 | $77,436 | 03/31/2024 |
DUHP | 2,449,728 | $77,436 | 03/31/2024 |
CI Private Wealth LLC | 2,706,611 | $77,436 | 12/31/2023 |
DUHP | 2,706,611 | $77,436 | 12/31/2023 |
Pure Financial Advisors Inc. | 2,404,910 | $76,019 | 03/31/2024 |
DUHP | 2,404,910 | $76,019 | 03/31/2024 |
Alesco Advisors LLC | 2,313,227 | $66,181 | 12/31/2023 |
DUHP | 2,313,227 | $66,181 | 12/31/2023 |
LVZ Advisors Inc. | 2,023,901 | $63,975 | 03/31/2024 |
DUHP | 2,023,901 | $63,975 | 03/31/2024 |
HighTower Advisors LLC | 2,167,428 | $61,999 | 12/31/2023 |
DUHP | 2,167,428 | $61,999 | 12/31/2023 |
BKD Wealth Advisors LLC | 1,887,385 | $59,660 | 03/31/2024 |
DUHP | 1,887,385 | $59,660 | 03/31/2024 |
Captrust Financial Advisors | 2,064,930 | $59,078 | 12/31/2023 |
DUHP | 2,064,930 | $59,078 | 12/31/2023 |
Bouchey Financial Group Ltd | 1,675,906 | $52,975 | 03/31/2024 |
DUHP | 1,675,906 | $52,975 | 03/31/2024 |
Planning Center Inc. | 1,626,829 | $51,424 | 03/31/2024 |
DUHP | 1,626,829 | $51,424 | 03/31/2024 |
Bank of Montreal Can | 1,596,358 | $45,799 | 12/31/2023 |
DUHP | 1,596,358 | $45,799 | 12/31/2023 |
Park Avenue Securities LLC | 1,311,439 | $41,455 | 03/31/2024 |
DUHP | 1,311,439 | $41,455 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 1,308,443 | $41,360 | 03/31/2024 |
DUHP | 1,308,443 | $41,360 | 03/31/2024 |
DiNuzzo Private Wealth Inc. | 1,328,775 | $38,016 | 12/31/2023 |
DUHP | 1,328,775 | $38,016 | 12/31/2023 |
Market Street Wealth Management Advisors LLC | 1,146,759 | $36,249 | 03/31/2024 |
DUHP | 1,146,759 | $36,249 | 03/31/2024 |
AE Wealth Management LLC | 1,204,709 | $35,358 | 12/31/2023 |
DUHP | 1,204,709 | $35,358 | 12/31/2023 |
Millburn Ridgefield Corp | 1,043,052 | $32,971 | 03/31/2024 |
DUHP | 1,043,052 | $32,971 | 03/31/2024 |
Catalyst Capital Advisors LLC | 1,043,052 | $32,971 | 03/31/2024 |
DUHP | 1,043,052 | $32,971 | 03/31/2024 |
Safeguard Investment Advisory Group LLC | 1,136,851 | $32,525 | 12/31/2023 |
DUHP | 1,136,851 | $32,525 | 12/31/2023 |
Eqis Capital Management Inc. | 1,135,583 | $32,489 | 12/31/2023 |
DUHP | 1,135,583 | $32,489 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,025,314 | $32,410 | 03/31/2024 |
DUHP | 1,025,314 | $32,410 | 03/31/2024 |
Efficient Advisors LLC | 1,127,187 | $32,249 | 12/31/2023 |
DUHP | 1,127,187 | $32,249 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,009,411 | $31,907 | 03/31/2024 |
DUHP | 1,009,411 | $31,907 | 03/31/2024 |
Financial Consulate Inc. | 1,002,346 | $31,684 | 03/31/2024 |
DUHP | 1,002,346 | $31,684 | 03/31/2024 |
Pathstone Holdings LLC | 1,099,928 | $31,469 | 12/31/2023 |
DUHP | 1,099,928 | $31,469 | 12/31/2023 |
Ullmann Financial Group Inc. | 1,093,462 | $31,284 | 12/31/2023 |
DUHP | 1,093,462 | $31,284 | 12/31/2023 |
Resources Investment Advisors LLC. | 1,090,200 | $31,191 | 12/31/2023 |
DUHP | 1,090,200 | $31,191 | 12/31/2023 |
Paragon Wealth Strategies LLC | 1,072,575 | $30,686 | 12/31/2023 |
DUHP | 1,072,575 | $30,686 | 12/31/2023 |
Sequoia Financial Advisors LLC | 828,707 | $26,195 | 03/31/2024 |
DUHP | 828,707 | $26,195 | 03/31/2024 |
Christopher J. Hasenberg Inc | 812,479 | $25,682 | 03/31/2024 |
DUHP | 812,479 | $25,682 | 03/31/2024 |
Liberty Wealth Management LLC | 805,903 | $25,480 | 03/31/2024 |
DUHP | 805,903 | $25,480 | 03/31/2024 |
Grunden Financial Advisory Inc. | 793,995 | $25,098 | 03/31/2024 |
DUHP | 793,995 | $25,098 | 03/31/2024 |
BetterWealth LLC | 767,204 | $24,251 | 03/31/2024 |
DUHP | 767,204 | $24,251 | 03/31/2024 |
True Wealth Design LLC | 801,669 | $22,936 | 12/31/2023 |
DUHP | 801,669 | $22,936 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 750,692 | $21,477 | 12/31/2023 |
DUHP | 750,692 | $21,477 | 12/31/2023 |
Beacon Pointe Advisors LLC | 746,302 | $21,352 | 12/31/2023 |
DUHP | 746,302 | $21,352 | 12/31/2023 |
Chicago Partners Investment Group LLC | 705,565 | $21,315 | 03/31/2024 |
DUHP | 705,565 | $21,315 | 03/31/2024 |
Great Oak Capital Partners LLC | 667,467 | $21,099 | 03/31/2024 |
DUHP | 667,467 | $21,099 | 03/31/2024 |
Retirement Solution Inc. | 716,342 | $20,495 | 12/31/2023 |
DUHP | 716,342 | $20,495 | 12/31/2023 |
Allworth Financial LP | 627,790 | $19,844 | 03/31/2024 |
DUHP | 627,790 | $19,844 | 03/31/2024 |
Clarius Group LLC | 608,287 | $19,228 | 03/31/2024 |
DUHP | 608,287 | $19,228 | 03/31/2024 |
Leading Edge Financial Planning LLC | 606,955 | $19,186 | 03/31/2024 |
DUHP | 606,955 | $19,186 | 03/31/2024 |
Sax Wealth Advisors LLC | 645,859 | $18,478 | 12/31/2023 |
DUHP | 645,859 | $18,478 | 12/31/2023 |
Meredith Wealth Planning | 578,828 | $18,297 | 03/31/2024 |
DUHP | 578,828 | $18,297 | 03/31/2024 |
Vestmark Advisory Solutions Inc. | 638,988 | $18,281 | 12/31/2023 |
DUHP | 638,988 | $18,281 | 12/31/2023 |
See All: Funds Holding DUHP
See Details: Top 10 Hedge Funds Holding DUHP
Also See: DUHP Holdings Changes
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