Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns DECU


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

53
Institutional holders
8M
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened DECU while 10 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

DECU’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in DECU 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 53 tracked filers holding DECU, 27 increased or opened the position and 24 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 DECU 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 3

  • POM Investment Strategies, LLC$7M
  • Elevated Capital Advisors, LLC$3M
  • OLD MISSION CAPITAL LLC$785K

Full exits 2

  • Allianz Investment Management LLC$9M
  • JANE STREET GROUP, LLC$740K

Largest adds

  • Allianz SE$11M
  • STEPHENS INC /AR/$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$393K

Largest trims

  • Lloyd Advisory Services, LLC.$9M
  • Outlook Wealth Advisors, LLC$4M
  • AE Wealth Management LLC$4M
  • MML INVESTORS SERVICES, LLC$2M
  • ENVESTNET ASSET MANAGEMENT INC$1M
  • LifeWealth Investments, LLC$642K

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 added4,738,733$126M53.9%2026-Q1
Allianz SE added429,839$11M4.9%2026-Q1
Wellment Financial trimmed380,467$10M4.3%2026-Q1
POM Investment Strategies, LLC new267,720$7M3.0%2026-Q1
SMART Wealth LLC trimmed234,110$6M2.7%2026-Q1
STEPHENS INC /AR/ added207,768$6M2.4%2026-Q1
FWG Investments, LLC. added176,586$5M2.0%2026-Q1
Outlook Wealth Advisors, LLC trimmed150,604$4M1.7%2026-Q1
Aegis Wealth Management, Inc. added126,827$3M1.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed125,198$3M1.4%2026-Q1
Elevated Capital Advisors, LLC new110,769$3M1.3%2026-Q1
Integrated Wealth Management added107,245$3M1.2%2026-Q1
FSA Advisors, Inc. added105,828$3M1.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed101,603$3M1.2%2026-Q1
B.O.S.S. Retirement Advisors, LLC trimmed89,960$2M1.0%2026-Q1
HOWARD BAILEY SECURITIES, LLC trimmed87,716$2M1.0%2026-Q1
Networth Advisors, LLC trimmed86,842$2M1.0%2026-Q1
Csenge Advisory Group added65,062$2M0.7%2026-Q1
Great Lakes Retirement, Inc. trimmed61,217$2M0.7%2026-Q1
Quest 10 Wealth Builders, Inc. added60,771$2M0.7%2026-Q1
LifeWealth Investments, LLC trimmed60,539$2M0.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added59,413$2M0.7%2026-Q1
Savant Capital, LLC trimmed58,632$2M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added53,960$1M0.6%2026-Q1
Centennial Advisors, LLC trimmed36,115$960K0.4%2026-Q1
Golden Reserve Retirement LLC added35,467$943K0.4%2026-Q1
Blackston Financial Advisory Group, LLC added34,779$924K0.4%2026-Q1
Kestra Advisory Services, LLC added32,620$867K0.4%2026-Q1
OLD MISSION CAPITAL LLC added29,518$785K0.3%2026-Q1
Grantvest Financial Group LLC trimmed22,749$605K0.3%2026-Q1
Lloyd Advisory Services, LLC. trimmed21,630$575K0.2%2026-Q1
Kingdom Financial Group LLC. trimmed21,630$575K0.2%2026-Q1
Stonebridge Financial Group, LLC / MO trimmed19,432$517K0.2%2026-Q1
ARS Wealth Advisors Group, LLC trimmed16,936$450K0.2%2026-Q1
Arax Advisory Partners added16,884$449K0.2%2026-Q1
Cetera Investment Advisers added14,356$382K0.2%2026-Q1
Cypress Wealth Services, LLC12,628$336K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed9,988$265K0.1%2026-Q1
Stratos Wealth Advisors, LLC trimmed8,318$221K0.1%2026-Q1
Triad Wealth Partners, LLC new7,694$205K0.1%2026-Q1
Key Capital Management, INC added3,592$95K0.0%2026-Q1
GeoWealth Management, LLC3,426$91K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed2,974$79K0.0%2026-Q1
Decker Retirement Planning Inc. added1,973$52K0.0%2026-Q1
MORGAN STANLEY added1,230$33K0.0%2026-Q1
IFP Advisors, Inc added1,096$29K0.0%2026-Q1
MAI Capital Management431$11K0.0%2026-Q1
Geneos Wealth Management Inc.413$11K0.0%2026-Q1
Mosley Wealth Management new365$10K0.0%2026-Q1
NBZ Investment Advisors LLC347$9K0.0%2026-Q1
Ankerstar Wealth, LLC330$9K0.0%2026-Q1
US BANCORP \DE\ new161$4K0.0%2026-Q1
UBS Group AG trimmed60$2K0.0%2026-Q1
Allianz Investment Management LLC new310,584$9M3.6%2025-Q4 stale
Cambridge Investment Research Advisors, Inc. added32,519$828K0.4%2025-Q2 stale
JANE STREET GROUP, LLC added27,007$740K0.3%2025-Q4 stale
Consolidated Portfolio Review Corp15,159$407K0.2%2025-Q3 stale
StoneX Group Inc. added14,477$348K0.1%2025-Q1 stale
Creative Planning new9,913$266K0.1%2025-Q3 stale
Focus Financial Network, Inc. new10,485$252K0.1%2025-Q1 stale
CITADEL ADVISORS LLC new9,780$249K0.1%2025-Q2 stale
CGN Advisors LLC trimmed8,666$221K0.1%2025-Q2 stale
Sanctuary Advisors, LLC9,000$216K0.1%2025-Q3 stale
SFI Advisors, LLC7,577$208K0.1%2025-Q4 stale
GOLDMAN SACHS GROUP INC new7,600$204K0.1%2025-Q3 stale
Worth Asset Management, LLC new7,450$200K0.1%2025-Q3 stale
Allianz Investment Management U.S. LLC trimmed5,000$134K0.1%2025-Q3 stale
JPMORGAN CHASE & CO1,690$41K0.0%2025-Q1 stale
Richard W. Paul & Associates, LLC new168$5K0.0%2025-Q3 stale
BARCLAYS PLC trimmed149$4K0.0%2025-Q3 stale
OPTIMA CAPITAL LLC trimmed115$3K0.0%2025-Q4 stale
Pineridge Advisors LLC new64$2K0.0%2025-Q3 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