DIAMOND HILL LC CONCEN ETF (DHLX) Institutional Ownership Changes & 13F Activity
DIAMOND HILL LC CONCEN ETF (DHLX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allegheny Financial Group, Curated Wealth Partners Llc, Fairman Group, Llc, Citadel Advisors Llc, and Mariner, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +11,763 | — | 11,763 | $152.21K | Q2 2026 | Sep 02, 2026 |
| Curated Wealth Partners Llc | Sell | -270,224 | -27.1% | 726,221 | $9.40M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3,084 | — | 3,084 | $40.00K | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | Buy | +1,316,490 | +44.0% | 4,309,052 | $55.76M | Q2 2026 | Jul 22, 2026 |
| Mariner, Llc | Sell | -11,687 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Fairman Group, Llc | Sell | -92,578 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 23, 2026 |
Frequently asked questions about DHLX activity
Which institutional owners are buying DHLX?
Institutional owners buying DHLX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DHLX activity?
"Buy" means an investor increased their reported position in DHLX compared to the prior reporting period. This reflects growing exposure to DIAMOND HILL LC CONCEN ETF (DHLX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DHLX increasing?
Institutional interest in DHLX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.