Ethic Inc.

Position in DVA — Davita Inc.

CIK 1780570 NEW YORK, NY

Position in DVA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,897,754

+$1,216,293 QoQ

Shares Held

8,530

+92.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#187

of 625 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Healthcare · as of Jun 30, 2026

Ethic Inc. holds $13,945,898 across 8 Medical Care Facilities names. DVA ranks #2 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	20,832	$8,122,188
2	DVA	Davita Inc. This page	8,530	$1,897,754
3	THC	Tenet Healthcare Corp	5,161	$965,519
4	EHC	Encompass Health Corp	9,123	$922,152
5	FMS	Fresenius Medical Care AG	31,911	$721,507
6	CHE	Chemed Corp	1,119	$521,163
7	UHS	Universal Health Services Inc	2,854	$424,361
8	ENSG	Ensign Group, Inc	2,316	$371,254

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,897,754	8,530	+92.4%	Shares	Sole	2026-07-29
2026-03-31	$681,461	4,434	+62.8%	Shares	Sole	2026-04-27
2025-12-31	$309,360	2,723	+9.2%	Shares	Sole	2026-02-03
2025-09-30	$331,377	2,494	-19.3%	Shares	Sole	2025-10-17
2025-06-30	$440,312	3,091	+36.9%	Shares	Sole	2025-07-30
2025-03-31	$345,406	2,258	-48.0%	Shares	Sole	2025-05-13
2024-12-31	$649,794	4,345	+116.7%	Shares	Sole	2025-02-14
2024-09-30	$328,679	2,005	-8.4%	Shares	Sole	2024-11-13
2024-06-30	$303,191	2,188	+9.1%	Shares	Sole	2024-08-13
2024-03-31	$276,790	2,005	-9.5%	Shares	Sole	2024-05-13
2023-12-31	$232,148	2,216	-64.6%	Shares	Sole	2024-02-14
2023-09-30	$591,285	6,255	-8.5%	Shares	Sole	2023-11-14
2023-06-30	$687,114	6,839	-50.9%	Shares	Sole	2023-08-14
2023-03-31	$1,128,726	13,916	+249.9%	Shares	Sole	2023-05-12
2022-12-31	$296,962	3,977	+59.3%	Shares	Sole	2023-02-14
2022-09-30	$206,593	2,496	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.