Skip to main content
Institutional Ownership · SEC Form 13F

Who owns DECT


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

48
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

8 tracked funds added or opened DECT while 5 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

DECT’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in DECT 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 48 tracked filers holding DECT, 20 increased or opened the position and 25 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 DECT 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.

New buyers 1

  • Richmond Brothers, Inc.$2M

Full exits 2

  • Golden Reserve Retirement LLC$1M
  • Independent Advisor Alliance$508K

Largest adds

  • AE Wealth Management LLC$5M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • Lloyd Advisory Services, LLC.$1M
  • FWG Investments, LLC.$865K
  • OSAIC HOLDINGS, INC.$335K
  • CITADEL ADVISORS LLC$304K

Largest trims

  • OLD MISSION CAPITAL LLC$729K
  • SMART Wealth LLC$286K
  • Kestra Advisory Services, LLC$281K

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
AE Wealth Management LLC trimmed1,476,569$58M54.5%2026-Q2
FWG Investments, LLC. added111,567$4M4.1%2026-Q2
Wellment Financial trimmed99,732$4M3.7%2026-Q2
OSAIC HOLDINGS, INC. trimmed92,833$4M3.4%2026-Q2
SMART Wealth LLC trimmed86,727$3M3.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed79,911$3M2.9%2026-Q2
LPL Financial LLC trimmed73,073$3M2.7%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed63,824$3M2.4%2026-Q2
Richmond Brothers, Inc. new60,114$2M2.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added44,778$2M1.7%2026-Q2
Strategic Blueprint, LLC44,727$2M1.6%2026-Q2
Cetera Investment Advisers trimmed41,528$2M1.5%2026-Q2
WealthPlan Investment Management, LLC trimmed35,940$1M1.3%2026-Q2
FSA Advisors, Inc. added30,441$1M1.1%2026-Q2
Lloyd Advisory Services, LLC. added29,998$1M1.1%2026-Q2
Quest 10 Wealth Builders, Inc. added29,579$1M1.1%2026-Q2
Nvest Financial, LLC trimmed26,039$1M1.0%2026-Q2
OLD MISSION CAPITAL LLC trimmed25,436$999K0.9%2026-Q2
CITADEL ADVISORS LLC added17,284$679K0.6%2026-Q2
Csenge Advisory Group trimmed15,829$621K0.6%2026-Q2
WealthPLAN Partners, LLC trimmed14,301$562K0.5%2026-Q2
Sanctuary Advisors, LLC12,290$483K0.5%2026-Q2
Kestra Advisory Services, LLC trimmed7,573$297K0.3%2026-Q2
LifeWealth Investments, LLC trimmed7,289$286K0.3%2026-Q2
HARBOUR INVESTMENTS, INC. trimmed7,182$282K0.3%2026-Q2
TOUNJIAN ADVISORY PARTNERS, LLC new5,780$227K0.2%2026-Q2
Grantvest Financial Group LLC new5,395$212K0.2%2026-Q2
DAVENPORT & Co LLC new5,350$210K0.2%2026-Q2
Allianz SE5,000$196K0.2%2026-Q2
Mosley Wealth Management new3,897$153K0.1%2026-Q2
Elevated Capital Advisors, LLC trimmed2,980$117K0.1%2026-Q2
Decker Retirement Planning Inc. added2,204$87K0.1%2026-Q2
Networth Advisors, LLC trimmed2,106$83K0.1%2026-Q2
Kingdom Financial Group LLC. trimmed2,035$80K0.1%2026-Q2
IFG Advisory, LLC new1,944$76K0.1%2026-Q2
AdvisorNet Financial, Inc1,460$57K0.1%2026-Q2
Key Capital Management, INC added1,381$54K0.1%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,040$41K0.0%2026-Q2
COMPASS FINANCIAL MANAGEMENT LLC new734$29K0.0%2026-Q2
LANARK FINANCIAL, INC.500$20K0.0%2026-Q2
BARCLAYS PLC trimmed444$17K0.0%2026-Q2
JPMORGAN CHASE & CO trimmed298$12K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new255$10K0.0%2026-Q2
ASSETMARK, INC160$6K0.0%2026-Q2
CoreCap Advisors, LLC new157$6K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed97$4K0.0%2026-Q2
Montgomery Financial Services LLC new73$3K0.0%2026-Q2
IFP Advisors, Inc70$3K0.0%2026-Q2
Golden Reserve Retirement LLC added31,978$1M1.1%2026-Q1 stale (1 quarter behind)
Independent Advisor Alliance new14,300$508K0.5%2026-Q1 stale (1 quarter behind)
US BANCORP \DE\ new93$3K0.0%2026-Q1 stale (1 quarter behind)
Advisory Services Network, LLC trimmed40$1K0.0%2026-Q1 stale (1 quarter behind)
UBS Group AG added28$9950.0%2026-Q1 stale (1 quarter behind)
Garden State Investment Advisory Services LLC10,200$374K0.4%2025-Q4 stale (2 quarters behind)
JANE STREET GROUP, LLC trimmed7,310$268K0.3%2025-Q4 stale (2 quarters behind)
Signal Advisors Wealth, LLC trimmed6,263$230K0.2%2025-Q4 stale (2 quarters behind)
PNC Financial Services Group, Inc. new188$7K0.0%2025-Q4 stale (2 quarters behind)
CENTAURUS FINANCIAL, INC.10,617$376K0.4%2025-Q3 stale (3 quarters behind)
Focus Financial Network, Inc.8,234$292K0.3%2025-Q3 stale (3 quarters behind)
B.O.S.S. Retirement Advisors, LLC trimmed6,882$244K0.2%2025-Q3 stale (3 quarters behind)
HRT FINANCIAL LP new6,381$226K0.2%2025-Q3 stale (3 quarters behind)
Atria Wealth Solutions, Inc. trimmed17,097$571K0.5%2025-Q2 stale (4 quarters behind)
Consolidated Portfolio Review Corp new16,090$537K0.5%2025-Q2 stale (4 quarters behind)
AVANTAX ADVISORY SERVICES, INC.9,732$325K0.3%2025-Q2 stale (4 quarters behind)
BROWN BROTHERS HARRIMAN & CO2,009$67K0.1%2025-Q2 stale (4 quarters behind)
Ameritas Advisory Services, LLC new1,855$62K0.1%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: Allianz Investment Management U.S. LLC (last filed 2025-Q3, 5,000 shares) reconciles to its 1 current affiliate (5,000 shares) — 0.000% apart.

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