Position in DHY
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$149,640
-$7,838 QoQ
Shares Held
78,758
+0.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DHY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Mutual Advisors, LLC holds $49,888,835 across 60 Asset Management names. DHY ranks #53 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
346,554 | $6,244,903 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
94,822 | $4,524,905 | |
| 3 | BLK |
BlackRock, Inc.
|
3,713 | $3,570,829 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
|
116,382 | $2,484,755 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
178,542 | $2,053,233 | |
| 6 | TROW |
Price T Rowe Group Inc
|
22,000 | $1,983,080 | |
| 7 | BX |
Blackstone Inc.
|
16,959 | $1,950,115 | |
| 8 | BPRE |
Bluerock Private Real Estate Fund
|
104,985 | $1,743,800 |
All Filings in DHY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,640 | 78,758 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $157,478 | 78,739 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $162,177 | 78,727 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $167,652 | 78,710 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $163,733 | 77,233 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $165,233 | 77,212 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $175,248 | 77,202 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $163,060 | 80,723 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $175,105 | 86,686 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $171,172 | 86,451 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $162,074 | 86,210 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $162,488 | 85,973 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $142,827 | 75,570 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $133,003 | 75,570 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $133,003 | 75,570 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $142,827 | 75,570 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $164,742 | 75,570 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $186,657 | 75,570 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $175,655 | 83,249 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $143,298 | 71,649 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $139,515 | 76,238 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||