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Institutional Ownership · SEC Form 13F

Who owns DCOR (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. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

214
Institutional holders
23,585,288
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Pure Financial Advisors, LLC added2,232,848$161M9.1%2026-Q1
Your Advocates Ltd., LLP added1,063,042$77M4.3%2026-Q1
BRIGHTON JONES LLC added1,021,723$74M4.2%2026-Q1
LRI Investments, LLC added989,477$71M4.0%2026-Q1
Quantum Financial Advisors, LLC added831,323$60M3.4%2026-Q1
Rather & Kittrell, Inc. added671,656$48M2.7%2026-Q1
Private Advisor Group, LLC added658,221$47M2.7%2026-Q1
Stratos Investment Management, LLC added640,939$46M2.6%2026-Q1
Foundations Investment Advisors, LLC added594,014$43M2.4%2026-Q1
MONOGRAPH WEALTH ADVISORS, LLC added519,115$37M2.1%2026-Q1
OneDigital Investment Advisors LLC added516,956$37M2.1%2026-Q1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added478,148$34M1.9%2026-Q1
Annandale Capital, LLC trimmed436,418$31M1.8%2026-Q1
SC&H Financial Advisors, Inc. added423,921$31M1.7%2026-Q1
GREAT OAK CAPITAL PARTNERS, LLC added395,000$30M1.7%2026-Q1
KFG WEALTH MANAGEMENT, LLC added409,339$30M1.7%2026-Q1
BCO Wealth Management LLC added398,200$29M1.6%2026-Q1
Keyes, Stange & Wooten Wealth Management, LLC added382,444$28M1.6%2026-Q1
Sageworth Trust Co added365,433$26M1.5%2026-Q1
Hardy Reed LLC added350,643$25M1.4%2026-Q1
Betterment LLC added343,122$25M1.4%2026-Q1
Integrated Wealth Concepts LLC added340,704$25M1.4%2026-Q1
Geneos Wealth Management Inc. added330,301$24M1.3%2026-Q1
RIVERCHASE WEALTH MANAGEMENT, LLC added317,331$23M1.3%2026-Q1
Vantage Point Financial LLC added301,244$22M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added295,380$21M1.2%2026-Q1
SageOak Financial, LLC added270,193$19M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added261,713$19M1.1%2026-Q1
Cypress Point Wealth Management, LLC added253,556$18M1.0%2026-Q1
Mariner, LLC added237,397$17M1.0%2026-Q1
Orion Porfolio Solutions, LLC added224,160$16M0.9%2026-Q1
Altiora Financial Group, LLC added222,925$16M0.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added205,469$15M0.8%2026-Q1
Hutchens & Kramer Investment Management Group, LLC trimmed198,297$14M0.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed191,188$14M0.8%2026-Q1
Heritage Investment Group, Inc. added168,236$12M0.7%2026-Q1
DecisionPoint Financial, LLC added165,510$12M0.7%2026-Q1
Farther Finance Advisors, LLC added156,407$11M0.6%2026-Q1
M Holdings Securities, Inc. added141,275$11M0.6%2026-Q1
Morton Capital Management LLC/CA added154,556$11M0.6%2026-Q1
Gunpowder Capital Management, LLC dba Oliver Wealth Management added151,374$11M0.6%2026-Q1
HEFFERNAN ADVISORY, INC added147,863$11M0.6%2026-Q1
B&D White Capital Company, LLC trimmed140,042$10M0.6%2026-Q1
Essential Planning, LLC. added136,334$10M0.6%2026-Q1
PARK AVENUE SECURITIES LLC added124,859$9M0.5%2026-Q1
Truepoint, Inc. added123,357$9M0.5%2026-Q1
Aspen Capital Management, LLC added117,840$8M0.5%2026-Q1
ABLE Financial Group, LLC trimmed114,111$8M0.5%2026-Q1
Prospect Financial Group LLC trimmed113,445$8M0.5%2026-Q1
Smartleaf Asset Management LLC added115,935$8M0.5%2026-Q1
CPA Asset Management Group, LLC added110,675$8M0.5%2026-Q1
XY Planning Network, Inc. added106,219$8M0.4%2026-Q1
HB Wealth Management, LLC added102,683$7M0.4%2026-Q1
Elser Financial Planning, Inc trimmed102,763$7M0.4%2026-Q1
BDFS Capital LLC added102,549$7M0.4%2026-Q1
Archford Capital Strategies, LLC trimmed97,837$7M0.4%2026-Q1
Sageworth Trust Co of South Dakota added96,339$7M0.4%2026-Q1
Keating Financial Advisory Services, Inc. added90,284$7M0.4%2026-Q1
Integras Partners LLC new90,088$6M0.4%2026-Q1
Plancorp, LLC86,025$6M0.4%2026-Q1
WorthPointe, LLC added87,954$6M0.4%2026-Q1
Cloud Capital Management, LLC trimmed85,246$6M0.3%2026-Q1
Kestra Advisory Services, LLC added84,199$6M0.3%2026-Q1
BIP Wealth, LLC added76,715$6M0.3%2026-Q1
Capital Investment Advisory Services, LLC trimmed76,708$6M0.3%2026-Q1
ENTREWEALTH, LLC75,440$5M0.3%2026-Q1
Cerity Partners LLC added71,578$5M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added71,217$5M0.3%2026-Q1
LPL Financial LLC added69,744$5M0.3%2026-Q1
TCI Wealth Advisors, Inc. added69,649$5M0.3%2026-Q1
Asset One Wealth Management LLC new64,502$5M0.3%2026-Q1
Cyndeo Wealth Partners, LLC added67,154$5M0.3%2026-Q1
Wealthspire Advisors, LLC trimmed66,362$5M0.3%2026-Q1
Amicus Financial Advisors, LLC added65,380$5M0.3%2026-Q1
Eldridge Investment Advisors, Inc. added64,364$5M0.3%2026-Q1
Allworth Financial LP trimmed62,145$4M0.3%2026-Q1
Focus Partners Wealth added59,700$4M0.2%2026-Q1
Investment Advisory Group, LLC added58,935$4M0.2%2026-Q1
Alpha Financial Advisors, LLC57,371$4M0.2%2026-Q1
Wealth Advisors Northwest LLC added55,909$4M0.2%2026-Q1
HUTCHINSON CAPITAL MANAGEMENT/CA added50,770$4M0.2%2026-Q1
Strathmore Capital Advisors, Inc. added45,963$4M0.2%2026-Q1
Burton Enright Welch added49,622$4M0.2%2026-Q1
GeoWealth Management, LLC added47,035$3M0.2%2026-Q1
FMB WEALTH MANAGEMENT added46,653$3M0.2%2026-Q1
CreativeOne Wealth, LLC added46,580$3M0.2%2026-Q1
TRUIST FINANCIAL CORP added46,208$3M0.2%2026-Q1
Beacon Pointe Advisors, LLC added41,730$3M0.2%2026-Q1
Selective Wealth Management, Inc. added38,189$3M0.2%2026-Q1
GOULD ASSET MANAGEMENT LLC /CA/ added38,444$3M0.2%2026-Q1
USAdvisors Wealth Management, LLC added38,562$3M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added35,671$3M0.1%2026-Q1
SAX WEALTH ADVISORS, LLC34,064$3M0.1%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added1,777,800$109M6.2%2025-Q1 stale
Orion Portfolio Solutions, LLC added182,721$11M0.6%2025-Q1 stale
Thrivent Financial for Lutherans added134,300$10M0.6%2025-Q4 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added338,998$8M0.5%2025-Q4 stale
Austin Wealth Management, LLC75,440$6M0.3%2025-Q4 stale
Copperleaf Capital, LLC added76,009$5M0.3%2025-Q3 stale
JANE STREET GROUP, LLC added50,164$3M0.2%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.

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