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Institutional Ownership · SEC Form 13F

Who owns DECT (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

41
Institutional holders
2,551,528
Shares held (tracked funds)

How the tape is positioned

3 tracked funds added or opened DECT while 8 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

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 2025-Q4 and 2026-Q1, across 41 tracked filers holding DECT, 17 increased or opened the position and 23 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 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

  • Independent Advisor Alliance$508K

Largest adds

  • OLD MISSION CAPITAL LLC$960K
  • Kestra Advisory Services, LLC$371K

Largest trims

  • AE Wealth Management LLC$2M
  • Lloyd Advisory Services, LLC.$1M
  • SMART Wealth LLC$619K
  • OSAIC HOLDINGS, INC.$454K
  • WealthPLAN Partners, LLC$367K
  • COMMONWEALTH EQUITY SERVICES, LLC$336K

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 trimmed1,493,774$53M54.4%2026-Q1
Wellment Financial trimmed105,047$4M3.8%2026-Q1
SMART Wealth LLC trimmed103,830$4M3.8%2026-Q1
FWG Investments, LLC. trimmed98,877$4M3.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed93,107$3M3.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed80,697$3M2.9%2026-Q1
LPL Financial LLC added76,170$3M2.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed65,472$2M2.4%2026-Q1
OLD MISSION CAPITAL LLC added48,605$2M1.8%2026-Q1
Strategic Blueprint, LLC44,727$2M1.6%2026-Q1
Cetera Investment Advisers trimmed43,423$2M1.6%2026-Q1
WealthPlan Investment Management, LLC trimmed36,927$1M1.3%2026-Q1
Golden Reserve Retirement LLC added31,978$1M1.2%2026-Q1
FSA Advisors, Inc. added30,286$1M1.1%2026-Q1
Quest 10 Wealth Builders, Inc. added28,593$1M1.0%2026-Q1
Nvest Financial, LLC trimmed28,015$996K1.0%2026-Q1
Csenge Advisory Group trimmed22,017$783K0.8%2026-Q1
WealthPLAN Partners, LLC trimmed17,907$637K0.7%2026-Q1
Kestra Advisory Services, LLC added16,271$578K0.6%2026-Q1
Independent Advisor Alliance new14,300$508K0.5%2026-Q1
Sanctuary Advisors, LLC added12,290$437K0.4%2026-Q1
CITADEL ADVISORS LLC added10,528$374K0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed10,484$373K0.4%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed9,875$351K0.4%2026-Q1
LifeWealth Investments, LLC trimmed8,375$298K0.3%2026-Q1
Allianz SE5,000$178K0.2%2026-Q1
Elevated Capital Advisors, LLC new3,039$108K0.1%2026-Q1
Lloyd Advisory Services, LLC. trimmed2,227$79K0.1%2026-Q1
Kingdom Financial Group LLC. trimmed2,227$79K0.1%2026-Q1
Networth Advisors, LLC trimmed2,126$76K0.1%2026-Q1
AdvisorNet Financial, Inc1,460$52K0.1%2026-Q1
Key Capital Management, INC added1,181$42K0.0%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,040$37K0.0%2026-Q1
Decker Retirement Planning Inc. added643$23K0.0%2026-Q1
NBC SECURITIES, INC.500$18K0.0%2026-Q1
ASSETMARK, INC new160$6K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV119$4K0.0%2026-Q1
US BANCORP \DE\ new93$3K0.0%2026-Q1
IFP Advisors, Inc added70$2K0.0%2026-Q1
Advisory Services Network, LLC trimmed40$1K0.0%2026-Q1
UBS Group AG added28$9950.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added52,405$2M1.7%2025-Q1 stale
Atria Wealth Solutions, Inc. trimmed17,097$571K0.6%2025-Q2 stale
Consolidated Portfolio Review Corp new16,090$537K0.6%2025-Q2 stale
StoneX Group Inc.14,755$457K0.5%2025-Q1 stale
Kaye Capital Management new14,691$456K0.5%2025-Q1 stale
CENTAURUS FINANCIAL, INC.10,617$376K0.4%2025-Q3 stale
Garden State Investment Advisory Services LLC10,200$374K0.4%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC.9,732$325K0.3%2025-Q2 stale
Focus Financial Network, Inc.8,234$292K0.3%2025-Q3 stale
JANE STREET GROUP, LLC trimmed7,310$268K0.3%2025-Q4 stale
B.O.S.S. Retirement Advisors, LLC trimmed6,882$244K0.3%2025-Q3 stale
Signal Advisors Wealth, LLC trimmed6,263$230K0.2%2025-Q4 stale
HRT FINANCIAL LP new6,381$226K0.2%2025-Q3 stale
Moors & Cabot, Inc. trimmed6,560$203K0.2%2025-Q1 stale
Allianz Investment Management U.S. LLC5,000$177K0.2%2025-Q3 stale
JPMORGAN CHASE & CO trimmed4,599$169K0.2%2025-Q4 stale
BARCLAYS PLC trimmed4,179$148K0.2%2025-Q3 stale
BROWN BROTHERS HARRIMAN & CO2,009$67K0.1%2025-Q2 stale
Ameritas Advisory Services, LLC new1,855$62K0.1%2025-Q2 stale
Lord & Richards Wealth Management, LLC new1,664$52K0.1%2025-Q1 stale
PNC Financial Services Group, Inc. new188$7K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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