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Diamond Hill LC Concen ETF (DHLX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allegheny Financial Group
DECREASED
Shares3,991,903 from 4,309,052
Change-317,149 (-7%)
Value$53.3M (-$2.4M)
Filed 2026-11-05
Curated Wealth Partners LLC
DECREASED
Shares484,060 from 726,221
Change-242,161 (-33%)
Value$6.5M (-$2.9M)
Filed 2026-10-15
Farther Finance Advisors, LLC
NEW
Shares8,769
Change+8,769
Value$117.1K
Filed 2026-10-08
Fairman Group, LLC
DECREASED
Shares3,078 from 89,990
Change-86,912 (-97%)
Value$41.2K (-$1.1M)
Filed 2026-10-26
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 1,165,305
Change-1,165,305 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,763
Change-11,763 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Status
Allegheny Financial Group
DECREASED3,991,9034,309,052-317,149-7%$55.8M$53.3M-$2.4M2026-11-05
Curated Wealth Partners LLC
DECREASED484,060726,221-242,161-33%$9.4M$6.5M-$2.9M2026-10-15
Farther Finance Advisors, LLC
NEW8,769—+8,769——$117.1K—2026-10-08
Fairman Group, LLC
DECREASED3,07889,990-86,912-97%$1.2M$41.2K-$1.1M2026-10-26
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—1,165,305-1,165,305-100%$15.1M———
Citadel Advisors LLC
N/A—11,763-11,763-100%$152.2K———
Royal Bank of Canada
N/A—3,084-3,084-100%$40.0K———
Showing 7 of 7 institutions