Who owns 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-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.
How the tape is positioned
1 tracked fund added or opened DECM while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp 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 2026-Q1 and 2026-Q2, across 37 tracked filers holding DECM, 12 increased or opened the position and 14 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 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.
Largest adds
- OLD MISSION CAPITAL LLC$491K
Largest trims
- PRECEDENT WEALTH PARTNERS, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$290K
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 trimmed | 403,734 | $14M | 35.4% | 2026-Q2 |
| Capasso Planning Partners LLC trimmed | 70,431 | $2M | 6.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 58,454 | $2M | 5.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 53,874 | $2M | 4.7% | 2026-Q2 |
| Mariner, LLC added | 31,787 | $1M | 2.8% | 2026-Q2 |
| Atria Investments, Inc trimmed | 28,706 | $968K | 2.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 26,341 | $888K | 2.3% | 2026-Q2 |
| Madrona Financial Services, LLC | 26,158 | $882K | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 24,292 | $819K | 2.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 23,900 | $806K | 2.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 22,769 | $768K | 2.0% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC | 16,989 | $573K | 1.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,222 | $547K | 1.4% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. | 15,033 | $507K | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 13,943 | $470K | 1.2% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC | 13,210 | $445K | 1.2% | 2026-Q2 |
| LPL Financial LLC | 12,528 | $422K | 1.1% | 2026-Q2 |
| Americana Partners, LLC trimmed | 11,298 | $381K | 1.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC | 10,400 | $351K | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 10,118 | $341K | 0.9% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 9,166 | $309K | 0.8% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 9,092 | $307K | 0.8% | 2026-Q2 |
| Commonwealth Financial Services, LLC | 8,990 | $303K | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 8,852 | $298K | 0.8% | 2026-Q2 |
| LVZ, Inc. new | 8,573 | $289K | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC | 6,800 | $229K | 0.6% | 2026-Q2 |
| Security Financial Services, INC. | 6,491 | $219K | 0.6% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC | 6,235 | $210K | 0.5% | 2026-Q2 |
| Grantvest Financial Group LLC new | 5,965 | $201K | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,049 | $103K | 0.3% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 2,675 | $90K | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 1,995 | $67K | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 1,655 | $56K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 1,583 | $53K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC | 500 | $17K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 479 | $16K | 0.0% | 2026-Q2 |
| Integrity Financial Corp /WA | 212 | $7K | 0.0% | 2026-Q2 |
| Capital Analysts, LLC added | 11,593 | $379K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 8,580 | $280K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 7,208 | $235K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 142 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC trimmed | 143 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY new | 41 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Maia Wealth LLC trimmed | 83,000 | $3M | 7.0% | 2025-Q3 stale (3 quarters behind) |
| Defined Financial Planning LLC added | 29,595 | $957K | 2.5% | 2025-Q3 stale (3 quarters behind) |
| Creekmur Asset Management LLC trimmed | 28,347 | $914K | 2.4% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 6,900 | $218K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 128 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.