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-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.
How the tape is positioned
The tracked-fund tape on DECU is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 23 trimmed or exited — on balance reducing.
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, Allianz SE, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 37 tracked filers holding DECU, 15 increased or opened the position and 39 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 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
- Innovative Asset Advisors Group, LLC$852K
Full exits 16
- SMART Wealth LLC$6M
- FWG Investments, LLC.$5M
- Outlook Wealth Advisors, LLC$4M
- Aegis Wealth Management, Inc.$3M
- Integrated Wealth Management$3M
- FSA Advisors, Inc.$3M
Largest adds
- Allianz SE$2M
- MML INVESTORS SERVICES, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$913K
- STEPHENS INC /AR/$475K
- ENVESTNET ASSET MANAGEMENT INC$432K
Largest trims
- AE Wealth Management LLC$124M
- Wellment Financial$10M
- POM Investment Strategies, LLC$7M
- Csenge Advisory Group$1M
- Elevated Capital Advisors, LLC$1M
- Lloyd Advisory Services, LLC.$565K
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 |
|---|---|---|---|---|
| Allianz SE added | 472,761 | $14M | 14.4% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 205,169 | $6M | 6.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 129,126 | $4M | 3.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 128,620 | $4M | 3.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 85,251 | $2M | 2.6% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 67,581 | $2M | 2.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 57,107 | $2M | 1.7% | 2026-Q2 |
| Savant Capital, LLC trimmed | 54,524 | $2M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 53,876 | $2M | 1.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 31,089 | $909K | 0.9% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC new | 29,138 | $852K | 0.9% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 22,005 | $643K | 0.7% | 2026-Q2 |
| Arax Advisory Partners added | 19,440 | $568K | 0.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 17,088 | $499K | 0.5% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC | 16,936 | $495K | 0.5% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO trimmed | 15,607 | $456K | 0.5% | 2026-Q2 |
| IFG Advisory, LLC new | 15,513 | $453K | 0.5% | 2026-Q2 |
| Cypress Wealth Services, LLC | 12,628 | $369K | 0.4% | 2026-Q2 |
| Csenge Advisory Group trimmed | 9,925 | $290K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 9,654 | $282K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 9,226 | $270K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 8,604 | $251K | 0.3% | 2026-Q2 |
| Stratos Wealth Advisors, LLC | 8,318 | $243K | 0.3% | 2026-Q2 |
| Wellment Financial trimmed | 7,552 | $221K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 5,833 | $170K | 0.2% | 2026-Q2 |
| Mosley Wealth Management added | 4,871 | $142K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 1,116 | $33K | 0.0% | 2026-Q2 |
| POM Investment Strategies, LLC trimmed | 734 | $21K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 552 | $16K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 505 | $15K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 413 | $12K | 0.0% | 2026-Q2 |
| NBZ Investment Advisors LLC | 347 | $10K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 346 | $10K | 0.0% | 2026-Q2 |
| Ankerstar Wealth, LLC | 330 | $10K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 268 | $8K | 0.0% | 2026-Q2 |
| COUNTRY TRUST BANK new | 62 | $2K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 35 | $1K | 0.0% | 2026-Q2 |
| SMART Wealth LLC trimmed | 234,110 | $6M | 6.5% | 2026-Q1 stale (1 quarter behind) |
| FWG Investments, LLC. added | 176,586 | $5M | 4.9% | 2026-Q1 stale (1 quarter behind) |
| Outlook Wealth Advisors, LLC trimmed | 150,604 | $4M | 4.2% | 2026-Q1 stale (1 quarter behind) |
| Aegis Wealth Management, Inc. added | 126,827 | $3M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Management added | 107,245 | $3M | 3.0% | 2026-Q1 stale (1 quarter behind) |
| FSA Advisors, Inc. added | 105,828 | $3M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| B.O.S.S. Retirement Advisors, LLC trimmed | 89,960 | $2M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| HOWARD BAILEY SECURITIES, LLC trimmed | 87,716 | $2M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Networth Advisors, LLC trimmed | 86,842 | $2M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Great Lakes Retirement, Inc. trimmed | 61,217 | $2M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Quest 10 Wealth Builders, Inc. added | 60,771 | $2M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| LifeWealth Investments, LLC trimmed | 60,539 | $2M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Centennial Advisors, LLC trimmed | 36,115 | $960K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Golden Reserve Retirement LLC added | 35,467 | $943K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Blackston Financial Advisory Group, LLC added | 34,779 | $924K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Kingdom Financial Group LLC. trimmed | 21,630 | $575K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Triad Wealth Partners, LLC new | 7,694 | $205K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Key Capital Management, INC added | 3,592 | $95K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GeoWealth Management, LLC | 3,426 | $91K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Decker Retirement Planning Inc. added | 1,973 | $52K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 431 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| US BANCORP \DE\ new | 161 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 60 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 310,584 | $9M | 8.9% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 27,007 | $740K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| SFI Advisors, LLC | 7,577 | $208K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| OPTIMA CAPITAL LLC trimmed | 115 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Consolidated Portfolio Review Corp | 15,159 | $407K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Creative Planning new | 9,913 | $266K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Sanctuary Advisors, LLC | 9,000 | $216K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 7,600 | $204K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Worth Asset Management, LLC new | 7,450 | $200K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Allianz Investment Management U.S. LLC trimmed | 5,000 | $134K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Richard W. Paul & Associates, LLC new | 168 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC new | 64 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Cambridge Investment Research Advisors, Inc. added | 32,519 | $828K | 0.9% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC new | 9,780 | $249K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| CGN Advisors LLC trimmed | 8,666 | $221K | 0.2% | 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.