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Savant Capital’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Savant Capital’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.5M Buy
1,938,510
+1,303,554
+205% +$52M 0.24% 62
2026
Q1 		$23.3M Sell
634,956
-386,435
-38% -$14.8M 0.11% 109
2025
Q4 		$38.8M Buy
1,021,391
+930,271
+1,021% +$35.2M 0.22% 72
2025
Q3 		$3.44M Sell
91,120
-28,033
-24% -$1.03M 0.02% 286
2025
Q2 		$4.24M Sell
119,153
-9,052
-7% -$302K 0.03% 232
2025
Q1 		$4.25M Sell
128,205
-11,647
-8% -$400K 0.04% 212
2024
Q4 		$4.73M Sell
139,852
-3,784
-3% -$131K 0.04% 244
2024
Q3 		$4.89M Buy
+143,636
New +$4.7M 0.04% 226
2024
Q1 		– Sell
-139,697
Closed -$4M – 1116
2023
Q4 		$4M Buy
+139,697
New +$3.74M 0.05% 197

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Savant Capital's DUHP Position: Q2 2026 in Review

Savant Capital increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 205% in Q2 2026, buying an estimated $52M and bringing the position to 1,938,510 shares worth $81.5M. The position accounts for 0.24% of the portfolio, ranked #62.

Savant Capital first reported a position in DUHP in Q4 2023 and has held it in 9 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Savant Capital held 1,938,510 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $81.5M as of Q2 2026.
  • Savant Capital bought 1,303,554 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $52M.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.24% of Savant Capital's portfolio in Q2 2026, its #62 holding.
  • Savant Capital first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 9 quarters since.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.