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Institutional Ownership · SEC Form 13F

Who owns DDEC (DDEC)


Which tracked institutional funds hold DDEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DDEC 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.

127
Institutional holders
4,088,573
Shares held (tracked funds)

How the tape is positioned

15 tracked funds added or opened DDEC while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

DDEC’s largest tracked holder by dollar value, Decker Wealth Management LLC, sizes it at 3.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in DDEC 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 127 tracked filers holding DDEC, 49 increased or opened the position and 52 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 DDEC 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 4

  • OPPENHEIMER & CO INC$2M
  • HRT FINANCIAL LP$802K
  • 1ST SOURCE BANK$724K
  • Maltin Wealth Management, Inc.$673K

Full exits 4

  • Global Retirement Partners, LLC$3M
  • IMC-Chicago, LLC$935K
  • JANE STREET GROUP, LLC$932K
  • Schulz Wealth, LTD.$583K

Largest adds

  • MONEY CONCEPTS CAPITAL CORP$1M
  • PRECEDENT WEALTH PARTNERS, LLC$1M
  • ENVESTNET ASSET MANAGEMENT INC$1M
  • HARBOUR INVESTMENTS, INC.$1M
  • Clear Creek Financial Management, LLC$836K
  • Capasso Planning Partners LLC$743K

Largest trims

  • BEACON FINANCIAL GROUP$3M
  • OSAIC HOLDINGS, INC.$2M
  • Kestra Advisory Services, LLC$2M
  • Farther Finance Advisors, LLC$2M
  • Spire Wealth Management$1M
  • StoneX Group Inc.$744K

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
Decker Wealth Management LLC added379,921$17M8.6%2026-Q1
First International Bank of Israel Ltd.275,000$12M6.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed198,340$9M4.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed193,281$9M4.4%2026-Q1
Kestra Advisory Services, LLC trimmed184,345$8M4.2%2026-Q1
LPL Financial LLC added175,948$8M4.0%2026-Q1
Cetera Investment Advisers added139,788$6M3.2%2026-Q1
Spectrum Asset Management, Inc. (NB/CA) trimmed119,203$5M2.7%2026-Q1
Hartford Financial Management Inc. added118,765$5M2.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added117,176$5M2.6%2026-Q1
HARBOUR INVESTMENTS, INC. added114,470$5M2.6%2026-Q1
Ausdal Financial Partners, Inc. added105,279$5M2.4%2026-Q1
REAP Financial Group, LLC trimmed102,437$5M2.3%2026-Q1
Ritter Daniher Financial Advisory LLC / DE trimmed93,296$4M2.1%2026-Q1
CWM, LLC added75,671$3M1.7%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added73,119$3M1.7%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC65,300$3M1.5%2026-Q1
Aptus Capital Advisors, LLC65,300$3M1.5%2026-Q1
Santori & Peters, Inc. added64,353$3M1.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added60,004$3M1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added53,423$2M1.2%2026-Q1
BEACON FINANCIAL GROUP trimmed46,866$2M1.1%2026-Q1
Ignite Planners, LLC trimmed46,286$2M1.0%2026-Q1
OPPENHEIMER & CO INC trimmed44,113$2M1.0%2026-Q1
Strategic Blueprint, LLC42,225$2M1.0%2026-Q1
Wood Tarver Financial Group, LLC added42,178$2M1.0%2026-Q1
PRECEDENT WEALTH PARTNERS, LLC added36,876$2M0.8%2026-Q1
MONEY CONCEPTS CAPITAL CORP added36,366$2M0.8%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC trimmed36,129$2M0.8%2026-Q1
MML INVESTORS SERVICES, LLC added35,072$2M0.8%2026-Q1
Clear Creek Financial Management, LLC added33,628$1M0.8%2026-Q1
Prosperity Consulting Group, LLC trimmed33,249$1M0.8%2026-Q1
Nova Wealth Management, Inc. trimmed29,002$1M0.7%2026-Q1
Commonwealth Financial Services, LLC28,772$1M0.7%2026-Q1
Glen Eagle Advisors, LLC trimmed27,919$1M0.6%2026-Q1
Integrity Financial Corp /WA trimmed26,528$1M0.6%2026-Q1
SPINNAKER TRUST trimmed26,069$1M0.6%2026-Q1
Capasso Planning Partners LLC added22,759$1M0.5%2026-Q1
CFC Planning Co LLC added22,655$1M0.5%2026-Q1
LifeWealth Investments, LLC trimmed21,047$932K0.5%2026-Q1
CITADEL ADVISORS LLC added20,831$922K0.5%2026-Q1
WORLD EQUITY GROUP, INC. trimmed19,090$845K0.4%2026-Q1
Quartz Partners, LLC added18,256$808K0.4%2026-Q1
HRT FINANCIAL LP new18,133$802K0.4%2026-Q1
Kovack Advisors, Inc. trimmed17,895$794K0.4%2026-Q1
Waverly Advisors, LLC trimmed17,869$791K0.4%2026-Q1
Optivise Advisory Services LLC added17,061$755K0.4%2026-Q1
Tanglewood Legacy Advisors, LLC added16,666$738K0.4%2026-Q1
Falcon Wealth Planning16,603$735K0.4%2026-Q1
1ST SOURCE BANK trimmed16,349$724K0.4%2026-Q1
Sowell Financial Services LLC trimmed15,660$693K0.4%2026-Q1
MGO ONE SEVEN LLC trimmed15,364$680K0.3%2026-Q1
Maltin Wealth Management, Inc. new15,200$673K0.3%2026-Q1
Sanctuary Advisors, LLC14,257$631K0.3%2026-Q1
Buck Wealth Strategies, LLC trimmed13,984$619K0.3%2026-Q1
Ameritas Advisory Services, LLC added13,613$603K0.3%2026-Q1
Clark Capital Management Group, Inc. trimmed13,392$593K0.3%2026-Q1
TRUIST FINANCIAL CORP trimmed12,270$543K0.3%2026-Q1
RFG Advisory, LLC added12,087$535K0.3%2026-Q1
Janney Montgomery Scott LLC added11,721$519K0.3%2026-Q1
MTM Investment Management, LLC10,570$468K0.2%2026-Q1
ARBOR CAPITAL MANAGEMENT INC /ADV trimmed9,986$448K0.2%2026-Q1
McKinley Carter Wealth Services, Inc.9,800$434K0.2%2026-Q1
Cottage Street Advisors LLC added9,697$429K0.2%2026-Q1
&PARTNERS trimmed9,685$429K0.2%2026-Q1
Oakmont Advisory Group, LLC new9,625$426K0.2%2026-Q1
Mutual Advisors, LLC added9,134$404K0.2%2026-Q1
IFP Advisors, Inc trimmed8,701$385K0.2%2026-Q1
Advisory Services Network, LLC8,515$377K0.2%2026-Q1
GTS SECURITIES LLC added8,483$376K0.2%2026-Q1
Grantvest Financial Group LLC added8,368$371K0.2%2026-Q1
Madrona Financial Services, LLC8,218$364K0.2%2026-Q1
Sage Capital Advisors,llc7,756$343K0.2%2026-Q1
Stratos Wealth Partners, LTD. trimmed7,632$338K0.2%2026-Q1
StoneX Group Inc. trimmed7,619$337K0.2%2026-Q1
SOA Wealth Advisors, LLC. trimmed7,597$336K0.2%2026-Q1
First Heartland Consultants, Inc. added7,527$333K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed7,493$332K0.2%2026-Q1
JOURNEY STRATEGIC WEALTH LLC7,386$327K0.2%2026-Q1
Patriot Financial Group Insurance Agency, LLC added7,382$327K0.2%2026-Q1
Prime Capital Investment Advisors, LLC new7,307$324K0.2%2026-Q1
Capital Investment Advisory Services, LLC7,013$311K0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed6,782$301K0.2%2026-Q1
Vestmark Advisory Solutions, Inc.6,763$299K0.2%2026-Q1
Bison Wealth, LLC trimmed112,689$5M2.4%2025-Q2 stale
Global Retirement Partners, LLC added77,177$3M1.8%2025-Q4 stale
OLD MISSION CAPITAL LLC added51,298$2M1.1%2025-Q3 stale
TOWNSQUARE CAPITAL LLC trimmed51,292$2M1.0%2025-Q1 stale
Mission Financial Group, LLC trimmed36,859$2M0.8%2025-Q1 stale
FISCHER INVESTMENT STRATEGIES, LLC trimmed38,558$2M0.8%2025-Q1 stale
IMC-Chicago, LLC new20,731$935K0.5%2025-Q4 stale
JANE STREET GROUP, LLC added20,676$932K0.5%2025-Q4 stale
BRASS TAX WEALTH MANAGEMENT, INC trimmed18,798$823K0.4%2025-Q3 stale
Signal Advisors Wealth, LLC trimmed19,823$776K0.4%2025-Q1 stale
Foguth Wealth Management, LLC. trimmed19,823$776K0.4%2025-Q1 stale
Schulz Wealth, LTD. trimmed12,927$583K0.3%2025-Q4 stale
RWQ Financial Management Services, Inc. new14,176$555K0.3%2025-Q1 stale
GOLDMAN SACHS GROUP INC trimmed8,353$377K0.2%2025-Q4 stale
CWC Advisors, LLC. trimmed7,351$322K0.2%2025-Q3 stale
Private Advisor Group, LLC trimmed7,676$321K0.2%2025-Q2 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