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Institutional Ownership · SEC Form 13F

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-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

232
Institutional holders
27M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on DCOR is one-sided between 2026-Q1 and 2026-Q2: 123 added or opened and 14 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 1.1% of theirs — a 1.2pp 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 2026-Q1 and 2026-Q2, across 232 tracked filers holding DCOR, 156 increased or opened the position and 70 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 2026-Q1 and 2026-Q2 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 12

  • BEACON HILL WEALTH MANAGEMENT LTD.$29M
  • TWO SIGMA INVESTMENTS, LP$10M
  • Vise Technologies, Inc.$7M
  • GOLDMAN SACHS GROUP INC$6M
  • KESTRA PRIVATE WEALTH SERVICES, LLC$5M
  • Global Retirement Partners, LLC$4M

Full exits 9

  • Annandale Capital, LLC$31M
  • Betterment LLC$25M
  • Cambridge Investment Research Advisors, Inc.$19M
  • M Holdings Securities, Inc.$11M
  • PARK AVENUE SECURITIES LLC$9M
  • Cloud Capital Management, LLC$6M

Largest adds

  • Integrated Wealth Concepts LLC$31M
  • BRIGHTON JONES LLC$23M
  • Bernicke Wealth Management, Ltd.$21M
  • Pure Financial Advisors, LLC$19M
  • LRI Investments, LLC$17M
  • Quantum Financial Advisors, LLC$13M

Largest trims

  • CPA Asset Management Group, LLC$5M
  • Private Advisor Group, LLC$3M
  • PHILLIPS FINANCIAL MANAGEMENT, LLC$360K
  • SAX WEALTH ADVISORS, LLC$305K
  • Triad Wealth Partners, LLC$295K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Pure Financial Advisors, LLC trimmed2,195,146$180M8.6%2026-Q2
Bernicke Wealth Management, Ltd. added1,978,011$162M7.8%2026-Q2
BRIGHTON JONES LLC added1,176,212$96M4.6%2026-Q2
LRI Investments, LLC added1,071,907$88M4.2%2026-Q2
Your Advocates Ltd., LLP trimmed1,048,990$86M4.1%2026-Q2
Quantum Financial Advisors, LLC added894,764$73M3.5%2026-Q2
Rather & Kittrell, Inc. added726,297$60M2.9%2026-Q2
Integrated Wealth Concepts LLC added672,906$55M2.6%2026-Q2
Stratos Investment Management, LLC added664,264$54M2.6%2026-Q2
Foundations Investment Advisors, LLC added624,972$51M2.5%2026-Q2
MONOGRAPH WEALTH ADVISORS, LLC added567,396$47M2.2%2026-Q2
Private Advisor Group, LLC trimmed544,143$45M2.1%2026-Q2
OneDigital Investment Advisors LLC added540,704$44M2.1%2026-Q2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed461,690$38M1.8%2026-Q2
SC&H Financial Advisors, Inc. added452,203$37M1.8%2026-Q2
KFG WEALTH MANAGEMENT, LLC trimmed407,966$33M1.6%2026-Q2
Keyes, Stange & Wooten Wealth Management, LLC added405,324$33M1.6%2026-Q2
BCO Wealth Management LLC added405,069$33M1.6%2026-Q2
GREAT OAK CAPITAL PARTNERS, LLC added400,422$33M1.6%2026-Q2
Hardy Reed LLC added397,070$33M1.6%2026-Q2
Sageworth Trust Co added372,379$31M1.5%2026-Q2
BEACON HILL WEALTH MANAGEMENT LTD. new347,773$29M1.4%2026-Q2
Geneos Wealth Management Inc. added341,244$28M1.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added336,258$28M1.3%2026-Q2
OSAIC HOLDINGS, INC. added330,075$27M1.3%2026-Q2
RIVERCHASE WEALTH MANAGEMENT, LLC added329,785$27M1.3%2026-Q2
Vantage Point Financial LLC trimmed284,211$23M1.1%2026-Q2
SageOak Financial, LLC added271,900$22M1.1%2026-Q2
Mariner, LLC added268,947$22M1.1%2026-Q2
Cypress Point Wealth Management, LLC trimmed249,842$20M1.0%2026-Q2
Orion Porfolio Solutions, LLC added231,715$19M0.9%2026-Q2
Altiora Financial Group, LLC added223,160$18M0.9%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added211,734$17M0.8%2026-Q2
Amicus Financial Advisors, LLC added194,121$16M0.8%2026-Q2
Hutchens & Kramer Investment Management Group, LLC trimmed193,799$16M0.8%2026-Q2
Gunpowder Capital Management, LLC dba Oliver Wealth Management added178,804$15M0.7%2026-Q2
DecisionPoint Financial, LLC added166,389$14M0.7%2026-Q2
Heritage Investment Group, Inc. trimmed162,743$13M0.6%2026-Q2
Essential Planning, LLC. added162,396$13M0.6%2026-Q2
Farther Finance Advisors, LLC trimmed155,897$13M0.6%2026-Q2
Morton Capital Management LLC/CA trimmed154,034$13M0.6%2026-Q2
EverSource Wealth Advisors, LLC added153,132$13M0.6%2026-Q2
HEFFERNAN ADVISORY, INC added151,842$12M0.6%2026-Q2
B&D White Capital Company, LLC140,042$11M0.6%2026-Q2
Aspen Capital Management, LLC added128,126$11M0.5%2026-Q2
Truepoint, Inc. added123,898$10M0.5%2026-Q2
XY Planning Network, Inc. added119,331$10M0.5%2026-Q2
TWO SIGMA INVESTMENTS, LP new118,700$10M0.5%2026-Q2
Smartleaf Asset Management LLC115,935$9M0.5%2026-Q2
ABLE Financial Group, LLC trimmed113,387$9M0.4%2026-Q2
Prospect Financial Group LLC trimmed112,825$9M0.4%2026-Q2
Sageworth Trust Co of South Dakota added111,540$9M0.4%2026-Q2
BDFS Capital LLC added111,492$9M0.4%2026-Q2
Keating Financial Advisory Services, Inc. added103,984$9M0.4%2026-Q2
BIP Wealth, LLC added102,752$8M0.4%2026-Q2
Elser Financial Planning, Inc trimmed101,762$8M0.4%2026-Q2
HB Wealth Management, LLC trimmed100,309$8M0.4%2026-Q2
Archford Capital Strategies, LLC added99,273$8M0.4%2026-Q2
Kestra Advisory Services, LLC added95,467$8M0.4%2026-Q2
LPL Financial LLC added94,386$8M0.4%2026-Q2
Integras Partners LLC trimmed89,498$7M0.4%2026-Q2
Vise Technologies, Inc. new86,550$7M0.3%2026-Q2
Plancorp, LLC86,025$7M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added79,516$7M0.3%2026-Q2
WorthPointe, LLC trimmed78,812$6M0.3%2026-Q2
Focus Partners Wealth added76,913$6M0.3%2026-Q2
Eldridge Investment Advisors, Inc. added76,428$6M0.3%2026-Q2
GOLDMAN SACHS GROUP INC new76,235$6M0.3%2026-Q2
Selective Wealth Management, Inc. added76,109$6M0.3%2026-Q2
ENTREWEALTH, LLC75,440$6M0.3%2026-Q2
Capital Investment Advisory Services, LLC trimmed73,832$6M0.3%2026-Q2
Cyndeo Wealth Partners, LLC added71,289$6M0.3%2026-Q2
TCI Wealth Advisors, Inc. added71,170$6M0.3%2026-Q2
Wealth Advisors Northwest LLC added70,691$6M0.3%2026-Q2
Cerity Partners LLC trimmed70,633$6M0.3%2026-Q2
Allworth Financial LP added67,138$6M0.3%2026-Q2
HUTCHINSON CAPITAL MANAGEMENT/CA added65,872$5M0.3%2026-Q2
Asset One Wealth Management LLC added65,306$5M0.3%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC new64,941$5M0.3%2026-Q2
Wealthspire Advisors, LLC trimmed64,537$5M0.3%2026-Q2
Beacon Pointe Advisors, LLC added63,621$5M0.3%2026-Q2
Investment Advisory Group, LLC added61,020$5M0.2%2026-Q2
Simplicity Wealth,LLC added59,845$5M0.2%2026-Q2
Alpha Financial Advisors, LLC57,371$5M0.2%2026-Q2
FMB WEALTH MANAGEMENT added56,412$5M0.2%2026-Q2
CreativeOne Wealth, LLC added54,940$5M0.2%2026-Q2
Global Retirement Partners, LLC added51,976$4M0.2%2026-Q2
Strathmore Capital Advisors, Inc. added48,762$4M0.2%2026-Q2
Burton Enright Welch trimmed47,278$4M0.2%2026-Q2
GeoWealth Management, LLC trimmed46,780$4M0.2%2026-Q2
TRUIST FINANCIAL CORP added46,295$4M0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added42,370$3M0.2%2026-Q2
Outbound Financial Inc trimmed41,871$3M0.2%2026-Q2
GOULD ASSET MANAGEMENT LLC /CA/ added40,920$3M0.2%2026-Q2
Modera Wealth Management, LLC34,014$3M0.1%2026-Q2
Mesirow Financial Investment Management, Inc. added33,901$3M0.1%2026-Q2
Prospera Financial Services Inc added33,573$3M0.1%2026-Q2
Note Advisors, LLC added33,347$3M0.1%2026-Q2
NORTHERN TRUST CORP added33,309$3M0.1%2026-Q2
COLDSTREAM CAPITAL MANAGEMENT INC added32,441$3M0.1%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership