Who owns DCOR
Which tracked institutional funds hold DCOR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DCOR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DCOR is one-sided between 2025-Q4 and 2026-Q1: 77 added or opened and 24 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DCOR’s largest tracked holder by dollar value, Pure Financial Advisors, LLC, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DCOR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 214 tracked filers holding DCOR, 153 increased or opened the position and 51 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DCOR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Elser Financial Planning, Inc$7M
- Integras Partners LLC$6M
- Asset One Wealth Management LLC$5M
- MERCER GLOBAL ADVISORS INC /ADV$2M
- Painted Porch Advisors LLC$762K
- Equitable Holdings, Inc.$745K
Full exits 6
- Thrivent Financial for Lutherans$10M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- Austin Wealth Management, LLC$6M
- STAR Financial Bank$2M
- Global Retirement Partners, LLC$2M
- CITADEL ADVISORS LLC$890K
Largest adds
- Quantum Financial Advisors, LLC$43M
- LRI Investments, LLC$18M
- BRIGHTON JONES LLC$10M
- ENVESTNET ASSET MANAGEMENT INC$8M
- CPA Asset Management Group, LLC$6M
- Foundations Investment Advisors, LLC$5M
Largest trims
- EverSource Wealth Advisors, LLC$11M
- OSAIC HOLDINGS, INC.$6M
- Foundry Financial LLC$2M
- Annandale Capital, LLC$1M
- B&D White Capital Company, LLC$952K
- Archford Capital Strategies, LLC$864K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Pure Financial Advisors, LLC added | 2,232,848 | $161M | 9.1% | 2026-Q1 |
| Your Advocates Ltd., LLP added | 1,063,042 | $77M | 4.3% | 2026-Q1 |
| BRIGHTON JONES LLC added | 1,021,723 | $74M | 4.1% | 2026-Q1 |
| LRI Investments, LLC added | 989,477 | $71M | 4.0% | 2026-Q1 |
| Quantum Financial Advisors, LLC added | 831,323 | $60M | 3.4% | 2026-Q1 |
| Rather & Kittrell, Inc. added | 671,656 | $48M | 2.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 658,221 | $47M | 2.7% | 2026-Q1 |
| Stratos Investment Management, LLC added | 640,939 | $46M | 2.6% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 594,014 | $43M | 2.4% | 2026-Q1 |
| MONOGRAPH WEALTH ADVISORS, LLC added | 519,115 | $37M | 2.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 516,956 | $37M | 2.1% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 478,148 | $34M | 1.9% | 2026-Q1 |
| Annandale Capital, LLC trimmed | 436,418 | $31M | 1.8% | 2026-Q1 |
| SC&H Financial Advisors, Inc. added | 423,921 | $31M | 1.7% | 2026-Q1 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 395,000 | $30M | 1.7% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 409,339 | $30M | 1.7% | 2026-Q1 |
| BCO Wealth Management LLC added | 398,200 | $29M | 1.6% | 2026-Q1 |
| Keyes, Stange & Wooten Wealth Management, LLC added | 382,444 | $28M | 1.6% | 2026-Q1 |
| Sageworth Trust Co added | 365,433 | $26M | 1.5% | 2026-Q1 |
| Hardy Reed LLC added | 350,643 | $25M | 1.4% | 2026-Q1 |
| Betterment LLC added | 343,122 | $25M | 1.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 340,704 | $25M | 1.4% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 330,301 | $24M | 1.3% | 2026-Q1 |
| RIVERCHASE WEALTH MANAGEMENT, LLC added | 317,331 | $23M | 1.3% | 2026-Q1 |
| Vantage Point Financial LLC added | 301,244 | $22M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 295,380 | $21M | 1.2% | 2026-Q1 |
| SageOak Financial, LLC added | 270,193 | $19M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 261,713 | $19M | 1.1% | 2026-Q1 |
| Cypress Point Wealth Management, LLC added | 253,556 | $18M | 1.0% | 2026-Q1 |
| Mariner, LLC added | 237,397 | $17M | 1.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 224,160 | $16M | 0.9% | 2026-Q1 |
| Altiora Financial Group, LLC added | 222,925 | $16M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 205,469 | $15M | 0.8% | 2026-Q1 |
| Hutchens & Kramer Investment Management Group, LLC trimmed | 198,297 | $14M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 191,188 | $14M | 0.8% | 2026-Q1 |
| Heritage Investment Group, Inc. added | 168,236 | $12M | 0.7% | 2026-Q1 |
| DecisionPoint Financial, LLC added | 165,510 | $12M | 0.7% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 156,407 | $11M | 0.6% | 2026-Q1 |
| M Holdings Securities, Inc. added | 141,275 | $11M | 0.6% | 2026-Q1 |
| Morton Capital Management LLC/CA added | 154,556 | $11M | 0.6% | 2026-Q1 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management added | 151,374 | $11M | 0.6% | 2026-Q1 |
| HEFFERNAN ADVISORY, INC added | 147,863 | $11M | 0.6% | 2026-Q1 |
| B&D White Capital Company, LLC trimmed | 140,042 | $10M | 0.6% | 2026-Q1 |
| Essential Planning, LLC. added | 136,334 | $10M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP new | 118,700 | $10M | 0.5% | 2026-Q2 |
| PARK AVENUE SECURITIES LLC added | 124,859 | $9M | 0.5% | 2026-Q1 |
| Truepoint, Inc. added | 123,357 | $9M | 0.5% | 2026-Q1 |
| Aspen Capital Management, LLC added | 117,840 | $8M | 0.5% | 2026-Q1 |
| ABLE Financial Group, LLC trimmed | 114,111 | $8M | 0.5% | 2026-Q1 |
| Prospect Financial Group LLC trimmed | 113,445 | $8M | 0.5% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 115,935 | $8M | 0.5% | 2026-Q1 |
| CPA Asset Management Group, LLC added | 110,675 | $8M | 0.4% | 2026-Q1 |
| XY Planning Network, Inc. added | 106,219 | $8M | 0.4% | 2026-Q1 |
| HB Wealth Management, LLC added | 102,683 | $7M | 0.4% | 2026-Q1 |
| Elser Financial Planning, Inc trimmed | 102,763 | $7M | 0.4% | 2026-Q1 |
| BDFS Capital LLC added | 102,549 | $7M | 0.4% | 2026-Q1 |
| Archford Capital Strategies, LLC trimmed | 97,837 | $7M | 0.4% | 2026-Q1 |
| Sageworth Trust Co of South Dakota added | 96,339 | $7M | 0.4% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 90,284 | $7M | 0.4% | 2026-Q1 |
| Integras Partners LLC new | 90,088 | $6M | 0.4% | 2026-Q1 |
| Plancorp, LLC | 86,025 | $6M | 0.4% | 2026-Q1 |
| WorthPointe, LLC added | 87,954 | $6M | 0.4% | 2026-Q1 |
| Cloud Capital Management, LLC trimmed | 85,246 | $6M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 84,199 | $6M | 0.3% | 2026-Q1 |
| BIP Wealth, LLC added | 76,715 | $6M | 0.3% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 76,708 | $6M | 0.3% | 2026-Q1 |
| ENTREWEALTH, LLC | 75,440 | $5M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 71,578 | $5M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 71,217 | $5M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 69,744 | $5M | 0.3% | 2026-Q1 |
| TCI Wealth Advisors, Inc. added | 69,649 | $5M | 0.3% | 2026-Q1 |
| Asset One Wealth Management LLC new | 64,502 | $5M | 0.3% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 67,154 | $5M | 0.3% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 66,362 | $5M | 0.3% | 2026-Q1 |
| Amicus Financial Advisors, LLC added | 65,380 | $5M | 0.3% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. added | 64,364 | $5M | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 62,145 | $4M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 59,700 | $4M | 0.2% | 2026-Q1 |
| Investment Advisory Group, LLC added | 58,935 | $4M | 0.2% | 2026-Q1 |
| Alpha Financial Advisors, LLC | 57,371 | $4M | 0.2% | 2026-Q1 |
| Wealth Advisors Northwest LLC added | 55,909 | $4M | 0.2% | 2026-Q1 |
| HUTCHINSON CAPITAL MANAGEMENT/CA added | 50,770 | $4M | 0.2% | 2026-Q1 |
| Strathmore Capital Advisors, Inc. added | 45,963 | $4M | 0.2% | 2026-Q1 |
| Burton Enright Welch added | 49,622 | $4M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 42,370 | $3M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC added | 47,035 | $3M | 0.2% | 2026-Q1 |
| FMB WEALTH MANAGEMENT added | 46,653 | $3M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 46,580 | $3M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 46,208 | $3M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 41,730 | $3M | 0.2% | 2026-Q1 |
| Selective Wealth Management, Inc. added | 38,189 | $3M | 0.2% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 38,444 | $3M | 0.2% | 2026-Q1 |
| USAdvisors Wealth Management, LLC added | 38,562 | $3M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,777,800 | $109M | 6.1% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC added | 182,721 | $11M | 0.6% | 2025-Q1 stale |
| Thrivent Financial for Lutherans added | 134,300 | $10M | 0.6% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 338,998 | $8M | 0.5% | 2025-Q4 stale |
| Austin Wealth Management, LLC | 75,440 | $6M | 0.3% | 2025-Q4 stale |
| Copperleaf Capital, LLC added | 76,009 | $5M | 0.3% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 50,164 | $3M | 0.2% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.