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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Decker Wealth Management LLC added | 379,921 | $17M | 8.6% | 2026-Q1 |
| First International Bank of Israel Ltd. | 275,000 | $12M | 6.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 198,340 | $9M | 4.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 193,281 | $9M | 4.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 184,345 | $8M | 4.2% | 2026-Q1 |
| LPL Financial LLC added | 175,948 | $8M | 4.0% | 2026-Q1 |
| Cetera Investment Advisers added | 139,788 | $6M | 3.2% | 2026-Q1 |
| Spectrum Asset Management, Inc. (NB/CA) trimmed | 119,203 | $5M | 2.7% | 2026-Q1 |
| Hartford Financial Management Inc. added | 118,765 | $5M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 117,176 | $5M | 2.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 114,470 | $5M | 2.6% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 105,279 | $5M | 2.4% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 102,437 | $5M | 2.3% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE trimmed | 93,296 | $4M | 2.1% | 2026-Q1 |
| CWM, LLC added | 75,671 | $3M | 1.7% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 73,119 | $3M | 1.7% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 65,300 | $3M | 1.5% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 65,300 | $3M | 1.5% | 2026-Q1 |
| Santori & Peters, Inc. added | 64,353 | $3M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 60,004 | $3M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 53,423 | $2M | 1.2% | 2026-Q1 |
| BEACON FINANCIAL GROUP trimmed | 46,866 | $2M | 1.1% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 46,286 | $2M | 1.0% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 44,113 | $2M | 1.0% | 2026-Q1 |
| Strategic Blueprint, LLC | 42,225 | $2M | 1.0% | 2026-Q1 |
| Wood Tarver Financial Group, LLC added | 42,178 | $2M | 1.0% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 36,876 | $2M | 0.8% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 36,366 | $2M | 0.8% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 36,129 | $2M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 35,072 | $2M | 0.8% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 33,628 | $1M | 0.8% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 33,249 | $1M | 0.8% | 2026-Q1 |
| Nova Wealth Management, Inc. trimmed | 29,002 | $1M | 0.7% | 2026-Q1 |
| Commonwealth Financial Services, LLC | 28,772 | $1M | 0.7% | 2026-Q1 |
| Glen Eagle Advisors, LLC trimmed | 27,919 | $1M | 0.6% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 26,528 | $1M | 0.6% | 2026-Q1 |
| SPINNAKER TRUST trimmed | 26,069 | $1M | 0.6% | 2026-Q1 |
| Capasso Planning Partners LLC added | 22,759 | $1M | 0.5% | 2026-Q1 |
| CFC Planning Co LLC added | 22,655 | $1M | 0.5% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 21,047 | $932K | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 20,831 | $922K | 0.5% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. trimmed | 19,090 | $845K | 0.4% | 2026-Q1 |
| Quartz Partners, LLC added | 18,256 | $808K | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP new | 18,133 | $802K | 0.4% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 17,895 | $794K | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 17,869 | $791K | 0.4% | 2026-Q1 |
| Optivise Advisory Services LLC added | 17,061 | $755K | 0.4% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC added | 16,666 | $738K | 0.4% | 2026-Q1 |
| Falcon Wealth Planning | 16,603 | $735K | 0.4% | 2026-Q1 |
| 1ST SOURCE BANK trimmed | 16,349 | $724K | 0.4% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 15,660 | $693K | 0.4% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 15,364 | $680K | 0.3% | 2026-Q1 |
| Maltin Wealth Management, Inc. new | 15,200 | $673K | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC | 14,257 | $631K | 0.3% | 2026-Q1 |
| Buck Wealth Strategies, LLC trimmed | 13,984 | $619K | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 13,613 | $603K | 0.3% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 13,392 | $593K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 12,270 | $543K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 12,087 | $535K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 11,721 | $519K | 0.3% | 2026-Q1 |
| MTM Investment Management, LLC | 10,570 | $468K | 0.2% | 2026-Q1 |
| ARBOR CAPITAL MANAGEMENT INC /ADV trimmed | 9,986 | $448K | 0.2% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. | 9,800 | $434K | 0.2% | 2026-Q1 |
| Cottage Street Advisors LLC added | 9,697 | $429K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 9,685 | $429K | 0.2% | 2026-Q1 |
| Oakmont Advisory Group, LLC new | 9,625 | $426K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 9,134 | $404K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 8,701 | $385K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC | 8,515 | $377K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 8,483 | $376K | 0.2% | 2026-Q1 |
| Grantvest Financial Group LLC added | 8,368 | $371K | 0.2% | 2026-Q1 |
| Madrona Financial Services, LLC | 8,218 | $364K | 0.2% | 2026-Q1 |
| Sage Capital Advisors,llc | 7,756 | $343K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 7,632 | $338K | 0.2% | 2026-Q1 |
| StoneX Group Inc. trimmed | 7,619 | $337K | 0.2% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 7,597 | $336K | 0.2% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 7,527 | $333K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,493 | $332K | 0.2% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC | 7,386 | $327K | 0.2% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 7,382 | $327K | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC new | 7,307 | $324K | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 7,013 | $311K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 6,782 | $301K | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. | 6,763 | $299K | 0.2% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 112,689 | $5M | 2.4% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 77,177 | $3M | 1.8% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 51,298 | $2M | 1.1% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 51,292 | $2M | 1.0% | 2025-Q1 stale |
| Mission Financial Group, LLC trimmed | 36,859 | $2M | 0.8% | 2025-Q1 stale |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 38,558 | $2M | 0.8% | 2025-Q1 stale |
| IMC-Chicago, LLC new | 20,731 | $935K | 0.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 20,676 | $932K | 0.5% | 2025-Q4 stale |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 18,798 | $823K | 0.4% | 2025-Q3 stale |
| Signal Advisors Wealth, LLC trimmed | 19,823 | $776K | 0.4% | 2025-Q1 stale |
| Foguth Wealth Management, LLC. trimmed | 19,823 | $776K | 0.4% | 2025-Q1 stale |
| Schulz Wealth, LTD. trimmed | 12,927 | $583K | 0.3% | 2025-Q4 stale |
| RWQ Financial Management Services, Inc. new | 14,176 | $555K | 0.3% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 8,353 | $377K | 0.2% | 2025-Q4 stale |
| CWC Advisors, LLC. trimmed | 7,351 | $322K | 0.2% | 2025-Q3 stale |
| Private Advisor Group, LLC trimmed | 7,676 | $321K | 0.2% | 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.
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.