Institutional Holders (2026 Q1)
51 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DXUV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Tencap Wealth Coaching, LLC | 26.74% | 1,196,453 | $71.1M |
| 2 | Fmb Wealth Management | 8.04% | 327,637 | $19.4M |
| 3 | Corus Family Wealth Advisors | 5.41% | 111,973 | $6.6M |
| 4 | Stage Harbor Financial, LLC | 2.99% | 76,042 | $4.5M |
| 5 | Financial Harvest, LLC | 2.59% | 74,011 | $4.4M |
| 6 | E-Wealth Partners, LLC | 1.57% | 31,339 | $1.9M |
| 7 | American Trust | 1.38% | 262,819 | $15.6M |
| 8 | LVZ, Inc. | 0.71% | 104,420 | $6.2M |
| 9 | SwitchPoint Financial Planning, LLC | 0.64% | 15,799 | $938K |
| 10 | Vestia Personal Wealth Advisors | 0.58% | 20,806 | $1.2M |
| 11 | Archvest Wealth Advisors, Inc. | 0.50% | 13,130 | $779K |
| 12 | Applied Capital LLC | 0.34% | 15,339 | $910K |
| 13 | RFG Advisory, LLC | 0.33% | 304,424 | $18.1M |
| 14 | BCO Wealth Management LLC | 0.29% | 8,255 | $490K |
| 15 | Financial Symmetry Inc | 0.27% | 11,609 | $746K |
| 16 | Daytona Street Capital LLC | 0.25% | 6,644 | $324K |
| 17 | Versant Capital Management, Inc | 0.24% | 41,144 | $2.4M |
| 18 | Beacon Pointe Advisors, LLC | 0.24% | 752,651 | $44.7M |
| 19 | Winnow Wealth LLC | 0.22% | 4,844 | $287K |
| 20 | Pure Financial Advisors, LLC | 0.20% | 230,992 | $13.7M |
| 21 | Monument Group Wealth Advisors, LLC | 0.15% | 4,521 | $268K |
| 22 | Signature Resources Capital Management, LLC | 0.13% | 4,664 | $277K |
| 23 | Optima Capital LLC | 0.13% | 4,680 | $278K |
| 24 | Rockwood Wealth Management, LLC | 0.12% | 27,827 | $1.7M |
| 25 | Vista Capital Partners, INC. | 0.10% | 17,363 | $1.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|