Who owns Diamond Hill Large Cap Concentrated ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DHLX from SEC Form 13F filings across 6 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 6 institutions disclosed 6.3M shares of Diamond Hill Large Cap Concentrated ETF worth $81.6M — about 364.7% of shares outstanding; the largest disclosed holder is Allegheny Financial Group. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$81.6M
value, 2026 filers
364.7%
of shares outstanding (6.3M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DHLX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Allegheny Financial Group | 4.3M | $55.8M | 5.9% | 249.3% | +44.0% |
| 2 | Diamond Hill Capital Management, LLC (Investment Advisor) | 1.2M | $15.1M | 0.1% | 67.4% | 0.0% |
| 3 | Curated Wealth Partners LLC | 726,221 | $9.4M | 1.1% | 42% | -27.1% |
| 4 | Fairman Group, LLC | 89,990 | $1.2M | 0.9% | 5.2% | -2.8% |
| 5 | CITADEL ADVISORS LLCNEW | 11,763 | $152,213 | 0.0% | 0.7% | new |
| 6 | ROYAL BANK OF CANADANEW | 3,084 | $40,000 | 0.0% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.