DHLX Institutional Ownership
Diamond Hill Large Cap Concentrated ETF
1W: -0.7%
1M: -2.3%
3M: +0.3%
YTD: +1.3%
1Y: +2.3%
$13.38
+0.07 (+0.53%)
Weekly Expected Move ±1.2%
$13
$13
$13
$14
$14
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — DHLX
7
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
82M
Total Invested
2
New Positions
1
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Allegheny Financial Group | 4,309,052 | 58M | +1,316,490 | +44.0% | 3Q | SEC ↗ |
| 2 | Diamond Hill Capital Management, LLC ( | 1,165,305 | 16M | — | +0.0% | 4Q | SEC ↗ |
| 3 | Curated Wealth Partners LLC | 726,221 | 10M | -270,224 | -27.1% | 4Q | SEC ↗ |
| 4 | Fairman Group, LLC | 89,990 | 1M | -2,588 | -2.8% | 4Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC NEW | 11,763 | 157K | — | +0.0% | 1Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA NEW | 3,084 | 41K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Mariner, LLC | 0 | 0K | -11,687 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 11,763 | 157K |
| ROYAL BANK OF CANADA | 3,084 | 41K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 11,687 | 156K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Allegheny Financial Group | +1,316,490 | +44.0% | 4,309,052 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Curated Wealth Partners LLC | -270,224 | -27.1% | 726,221 |
| Fairman Group, LLC | -2,588 | -2.8% | 89,990 |