Who owns DECM (DECM)
Which tracked institutional funds hold DECM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DECM 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
2 tracked funds added or opened DECM while 3 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
DECM’s largest tracked holder by dollar value, PRECEDENT WEALTH PARTNERS, LLC, sizes it at 3.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DECM 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 37 tracked filers holding DECM, 10 increased or opened the position and 17 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 DECM 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 1
- Capasso Planning Partners LLC$2M
Largest adds
- PRECEDENT WEALTH PARTNERS, LLC$8M
Largest trims
- Kestra Advisory Services, LLC$496K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$343K
- OSAIC HOLDINGS, INC.$266K
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 |
|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC added | 541,614 | $18M | 41.0% | 2026-Q1 |
| Capasso Planning Partners LLC new | 74,404 | $2M | 5.6% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 60,299 | $2M | 4.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 58,018 | $2M | 4.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 33,953 | $1M | 2.6% | 2026-Q1 |
| Atria Investments, Inc trimmed | 29,814 | $974K | 2.3% | 2026-Q1 |
| Mariner, LLC trimmed | 29,814 | $974K | 2.3% | 2026-Q1 |
| Madrona Financial Services, LLC | 26,158 | $855K | 2.0% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 24,050 | $786K | 1.8% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC trimmed | 16,989 | $555K | 1.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 16,446 | $537K | 1.2% | 2026-Q1 |
| AE Wealth Management LLC | 15,035 | $491K | 1.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. | 15,033 | $491K | 1.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,539 | $442K | 1.0% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC | 13,210 | $432K | 1.0% | 2026-Q1 |
| LPL Financial LLC | 12,528 | $409K | 0.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 12,156 | $397K | 0.9% | 2026-Q1 |
| Capital Analysts, LLC added | 11,593 | $379K | 0.9% | 2026-Q1 |
| Americana Partners, LLC trimmed | 11,423 | $373K | 0.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 10,914 | $357K | 0.8% | 2026-Q1 |
| Buck Wealth Strategies, LLC trimmed | 10,400 | $340K | 0.8% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC | 9,702 | $317K | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 9,259 | $302K | 0.7% | 2026-Q1 |
| Commonwealth Financial Services, LLC | 8,990 | $294K | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 8,580 | $280K | 0.6% | 2026-Q1 |
| CWM, LLC added | 7,208 | $235K | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 6,849 | $224K | 0.5% | 2026-Q1 |
| Security Financial Services, INC. | 6,491 | $212K | 0.5% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC trimmed | 6,235 | $204K | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 3,049 | $100K | 0.2% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. | 2,675 | $87K | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 1,995 | $65K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,583 | $52K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC | 500 | $16K | 0.0% | 2026-Q1 |
| Integrity Financial Corp /WA new | 212 | $7K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC | 6,800 | $7K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 142 | $5K | 0.0% | 2026-Q1 |
| Maia Wealth LLC trimmed | 83,000 | $3M | 6.2% | 2025-Q3 stale |
| Defined Financial Planning LLC added | 29,595 | $957K | 2.2% | 2025-Q3 stale |
| Creekmur Asset Management LLC trimmed | 28,347 | $914K | 2.1% | 2025-Q3 stale |
| WealthPLAN Partners, LLC new | 22,663 | $693K | 1.6% | 2025-Q1 stale |
| LexAurum Advisors, LLC new | 14,814 | $453K | 1.0% | 2025-Q1 stale |
| WealthPlan Investment Management, LLC new | 14,186 | $434K | 1.0% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. new | 10,607 | $324K | 0.8% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 6,900 | $218K | 0.5% | 2025-Q2 stale |
| JPMORGAN CHASE & CO | 6,491 | $198K | 0.5% | 2025-Q1 stale |
| BARCLAYS PLC trimmed | 143 | $5K | 0.0% | 2025-Q4 stale |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 128 | $4K | 0.0% | 2025-Q2 stale |
| MORGAN STANLEY new | 41 | $1K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.