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Institutional Holders of DUHP

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.19,800,335$566,488 12/31/2023
     DUHP19,800,335$566,488 12/31/2023
Mercer Global Advisors Inc. ADV19,314,257$552,581 12/31/2023
     DUHP19,314,257$552,581 12/31/2023
Merriman Wealth Management LLC7,810,962$223,472 12/31/2023
     DUHP7,810,962$223,472 12/31/2023
Vista Wealth Management Group LLC6,691,202$211,509 03/31/2024
     DUHP6,691,202$211,509 03/31/2024
Forum Financial Management LP7,198,384$205,946 12/31/2023
     DUHP7,198,384$205,946 12/31/2023
Aprio Wealth Management LLC2,449,728$77,436 03/31/2024
     DUHP2,449,728$77,436 03/31/2024
CI Private Wealth LLC2,706,611$77,436 12/31/2023
     DUHP2,706,611$77,436 12/31/2023
Pure Financial Advisors Inc.2,404,910$76,019 03/31/2024
     DUHP2,404,910$76,019 03/31/2024
Alesco Advisors LLC2,313,227$66,181 12/31/2023
     DUHP2,313,227$66,181 12/31/2023
LVZ Advisors Inc.2,023,901$63,975 03/31/2024
     DUHP2,023,901$63,975 03/31/2024
HighTower Advisors LLC2,167,428$61,999 12/31/2023
     DUHP2,167,428$61,999 12/31/2023
BKD Wealth Advisors LLC1,887,385$59,660 03/31/2024
     DUHP1,887,385$59,660 03/31/2024
Captrust Financial Advisors2,064,930$59,078 12/31/2023
     DUHP2,064,930$59,078 12/31/2023
Bouchey Financial Group Ltd1,675,906$52,975 03/31/2024
     DUHP1,675,906$52,975 03/31/2024
Planning Center Inc.1,626,829$51,424 03/31/2024
     DUHP1,626,829$51,424 03/31/2024
Bank of Montreal Can1,596,358$45,799 12/31/2023
     DUHP1,596,358$45,799 12/31/2023
Park Avenue Securities LLC1,311,439$41,455 03/31/2024
     DUHP1,311,439$41,455 03/31/2024
Wealth Enhancement Advisory Services LLC1,308,443$41,360 03/31/2024
     DUHP1,308,443$41,360 03/31/2024
DiNuzzo Private Wealth Inc.1,328,775$38,016 12/31/2023
     DUHP1,328,775$38,016 12/31/2023
Market Street Wealth Management Advisors LLC1,146,759$36,249 03/31/2024
     DUHP1,146,759$36,249 03/31/2024
AE Wealth Management LLC1,204,709$35,358 12/31/2023
     DUHP1,204,709$35,358 12/31/2023
Millburn Ridgefield Corp1,043,052$32,971 03/31/2024
     DUHP1,043,052$32,971 03/31/2024
Catalyst Capital Advisors LLC1,043,052$32,971 03/31/2024
     DUHP1,043,052$32,971 03/31/2024
Safeguard Investment Advisory Group LLC1,136,851$32,525 12/31/2023
     DUHP1,136,851$32,525 12/31/2023
Eqis Capital Management Inc.1,135,583$32,489 12/31/2023
     DUHP1,135,583$32,489 12/31/2023
Commonwealth Equity Services LLC1,025,314$32,410 03/31/2024
     DUHP1,025,314$32,410 03/31/2024
Efficient Advisors LLC1,127,187$32,249 12/31/2023
     DUHP1,127,187$32,249 12/31/2023
Raymond James Financial Services Advisors Inc.1,009,411$31,907 03/31/2024
     DUHP1,009,411$31,907 03/31/2024
Financial Consulate Inc.1,002,346$31,684 03/31/2024
     DUHP1,002,346$31,684 03/31/2024
Pathstone Holdings LLC1,099,928$31,469 12/31/2023
     DUHP1,099,928$31,469 12/31/2023
Ullmann Financial Group Inc.1,093,462$31,284 12/31/2023
     DUHP1,093,462$31,284 12/31/2023
Resources Investment Advisors LLC.1,090,200$31,191 12/31/2023
     DUHP1,090,200$31,191 12/31/2023
Paragon Wealth Strategies LLC1,072,575$30,686 12/31/2023
     DUHP1,072,575$30,686 12/31/2023
Sequoia Financial Advisors LLC828,707$26,195 03/31/2024
     DUHP828,707$26,195 03/31/2024
Christopher J. Hasenberg Inc812,479$25,682 03/31/2024
     DUHP812,479$25,682 03/31/2024
Liberty Wealth Management LLC805,903$25,480 03/31/2024
     DUHP805,903$25,480 03/31/2024
Grunden Financial Advisory Inc.793,995$25,098 03/31/2024
     DUHP793,995$25,098 03/31/2024
BetterWealth LLC767,204$24,251 03/31/2024
     DUHP767,204$24,251 03/31/2024
True Wealth Design LLC801,669$22,936 12/31/2023
     DUHP801,669$22,936 12/31/2023
Buckingham Strategic Wealth LLC750,692$21,477 12/31/2023
     DUHP750,692$21,477 12/31/2023
Beacon Pointe Advisors LLC746,302$21,352 12/31/2023
     DUHP746,302$21,352 12/31/2023
Chicago Partners Investment Group LLC705,565$21,315 03/31/2024
     DUHP705,565$21,315 03/31/2024
Great Oak Capital Partners LLC667,467$21,099 03/31/2024
     DUHP667,467$21,099 03/31/2024
Retirement Solution Inc.716,342$20,495 12/31/2023
     DUHP716,342$20,495 12/31/2023
Allworth Financial LP627,790$19,844 03/31/2024
     DUHP627,790$19,844 03/31/2024
Clarius Group LLC608,287$19,228 03/31/2024
     DUHP608,287$19,228 03/31/2024
Leading Edge Financial Planning LLC606,955$19,186 03/31/2024
     DUHP606,955$19,186 03/31/2024
Sax Wealth Advisors LLC645,859$18,478 12/31/2023
     DUHP645,859$18,478 12/31/2023
Meredith Wealth Planning578,828$18,297 03/31/2024
     DUHP578,828$18,297 03/31/2024
Vestmark Advisory Solutions Inc.638,988$18,281 12/31/2023
     DUHP638,988$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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