DHLX Institutional Ownership & Shareholders
DIAMOND HILL LC CONCEN ETF (DHLX) is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $77.66M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allegheny Financial Group is currently the largest disclosed institutional shareholder of DHLX tracked by InsiderSet, reporting ownership valued at approximately $55.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $60.46M, representing an estimated gain of +8.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DHLX value among the investors covered in this analysis. Major shareholders include Allegheny Financial Group, Diamond Hill Capital Management Inc, Curated Wealth Partners Llc, and several other long-term asset managers with concentrated positions in DIAMOND HILL LC CONCEN ETF (DHLX).
This page ranks the largest institutional DHLX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
7
Total Reported Value
$77.66M
Largest Holder
Allegheny Financial Group
Largest Position
$55.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
8
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allegheny Financial Group | 5.92% | 4,309,052 | $55,759,139 | $60,460,309 | +$4,701,170 | +8.43% | |
| Diamond Hill Capital Management Inc | 0.12% | 1,165,305 | $15,090,700 | $16,350,394 | +$1,259,694 | +8.35% | |
| Curated Wealth Partners Llc | 0.53% | 484,060 | $6,464,602 | $6,791,846 | +$327,244 | +5.06% | |
| Citadel Advisors Llc | 0.00% | 11,763 | $152,213 | $165,047 | +$12,834 | +8.43% | |
| Farther Finance Advisors, Llc | 0.00% | 8,769 | $117,107 | $123,038 | +$5,931 | +5.06% | |
| Fairman Group, Llc | 0.03% | 3,078 | $41,228 | $43,187 | +$1,959 | +4.75% | |
| Royal Bank Of Canada | 0.00% | 3,084 | $40,000 | $43,272 | +$3,272 | +8.18% |
Frequently asked questions about DHLX
Who are the largest institutional holders of DHLX?
The largest institutional holders of DHLX reported in the latest SEC Form 13F filings include Allegheny Financial Group, Diamond Hill Capital Management Inc, Curated Wealth Partners Llc, Citadel Advisors Llc, and Farther Finance Advisors, Llc. InsiderSet ranks institutional holders by their latest reported DHLX position.
What is DHLX institutional ownership?
This page tracks DHLX positions reported by institutional investment managers through SEC Form 13F. DIAMOND HILL LC CONCEN ETF (DHLX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DHLX?
InsiderSet currently tracks 7 institutional managers reporting DHLX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DHLX shareholders.
How much DHLX stock do institutions own?
Institutional investment managers disclosed approximately $77.66M in DHLX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DHLX institutional ownership last updated?
The latest DHLX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DHLX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DHLX position after the reporting date.
Are institutions buying or selling DHLX?
Institutional buying and selling can be analyzed by comparing DHLX positions across consecutive 13F reporting periods. InsiderSet's DHLX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DHLX ownership changes.
How has DHLX institutional ownership changed over time?
InsiderSet tracks DHLX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.