DODIX — Dodge & Cox Income I Institutional Holders · Q2 2026
Who owns Dodge & Cox Income I (DODIX)? 6 institutions reported holding $14.48M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: First Merchants Corp ($12.5M), Ethos Financial Group, LLC ($1.2M), West Michigan Advisors, LLC ($691,037).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | $12.5M | 985,294 | Trimmed |
| 2 | Ethos Financial Group, LLC | $1.2M | 94,587 | New |
| 3 | WEST MICHIGAN ADVISORS, LLC | $691,037 | 35,046 | Hold |
| 4 | SSA SWISS ADVISORS AG | $57,164 | 4,491 | Added |
| 5 | NBT BANK N A /NY | $37,472 | 2,955 | New |
| 6 | Coston, McIsaac & Partners | $15,000 | 1,238 | Added |
Source: SEC Form 13F filings · as of 2026-06-30