Who owns DECW
Which tracked institutional funds hold DECW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DECW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
14 tracked funds added or opened DECW while 9 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
DECW’s largest tracked holder by dollar value, AE Wealth Management LLC, 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 DECW 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 82 tracked filers holding DECW, 30 increased or opened the position and 35 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 DECW 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 2
- Coppell Advisory Solutions LLC$4M
- TOUNJIAN ADVISORY PARTNERS, LLC$773K
Full exits 5
- Authentikos Wealth Advisory, LLC$7M
- OPPENHEIMER & CO INC$2M
- Cambridge Investment Research Advisors, Inc.$675K
- Golden Reserve Retirement LLC$613K
- CENTAURUS FINANCIAL, INC.$503K
Largest adds
- AE Wealth Management LLC$2M
- Allianz SE$2M
- OSAIC HOLDINGS, INC.$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Lloyd Advisory Services, LLC.$837K
- POM Investment Strategies, LLC$651K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$728K
- OLD MISSION CAPITAL LLC$476K
- Patriot Financial Group Insurance Agency, LLC$336K
- ACCESS FINANCIAL SERVICES, INC.$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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AE Wealth Management LLC added | 897,549 | $32M | 16.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 623,186 | $22M | 11.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 320,645 | $11M | 5.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 232,172 | $8M | 4.2% | 2026-Q2 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 220,052 | $8M | 4.0% | 2026-Q2 |
| Allianz SE added | 193,251 | $7M | 3.5% | 2026-Q2 |
| POM Investment Strategies, LLC added | 185,426 | $7M | 3.3% | 2026-Q2 |
| AMERICAN ASSET MANAGEMENT INC. trimmed | 161,052 | $6M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 148,068 | $5M | 2.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 138,677 | $5M | 2.5% | 2026-Q2 |
| Wellment Financial added | 129,916 | $5M | 2.3% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 337 | $4M | 1.9% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 100,801 | $4M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 98,337 | $4M | 1.8% | 2026-Q2 |
| Spire Wealth Management trimmed | 72,279 | $3M | 1.3% | 2026-Q2 |
| Networth Advisors, LLC added | 55,130 | $2M | 1.0% | 2026-Q2 |
| Integrated Wealth Management added | 49,676 | $2M | 0.9% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 47,768 | $2M | 0.9% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 39,855 | $1M | 0.7% | 2026-Q2 |
| FSA Advisors, Inc. added | 38,448 | $1M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,324 | $1M | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 34,002 | $1M | 0.6% | 2026-Q2 |
| Focus Financial Network, Inc. added | 33,844 | $1M | 0.6% | 2026-Q2 |
| World Investment Advisors added | 33,057 | $1M | 0.6% | 2026-Q2 |
| First Heartland Consultants, Inc. | 30,831 | $1M | 0.6% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 27,102 | $966K | 0.5% | 2026-Q2 |
| Westshore Wealth, LLC | 25,223 | $899K | 0.5% | 2026-Q2 |
| Cypress Wealth Services, LLC trimmed | 24,866 | $886K | 0.4% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 21,690 | $773K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 20,314 | $724K | 0.4% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC trimmed | 19,983 | $712K | 0.4% | 2026-Q2 |
| PFG Advisors trimmed | 19,137 | $682K | 0.3% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC trimmed | 18,998 | $677K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 17,708 | $631K | 0.3% | 2026-Q2 |
| SMART Wealth LLC trimmed | 16,633 | $593K | 0.3% | 2026-Q2 |
| AdvisorNet Financial, Inc | 13,985 | $499K | 0.3% | 2026-Q2 |
| Blue Water Asset Management | 13,664 | $487K | 0.2% | 2026-Q2 |
| Csenge Advisory Group trimmed | 13,263 | $473K | 0.2% | 2026-Q2 |
| Mosley Wealth Management added | 13,195 | $470K | 0.2% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC new | 12,306 | $439K | 0.2% | 2026-Q2 |
| Elevation Wealth Management LLC | 12,176 | $434K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 11,649 | $415K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 11,544 | $412K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 11,380 | $406K | 0.2% | 2026-Q2 |
| Advus Financial Partners, LLC | 11,355 | $405K | 0.2% | 2026-Q2 |
| Long Island Wealth Management, Inc. | 11,000 | $392K | 0.2% | 2026-Q2 |
| Tyche Wealth Partners LLC | 11,000 | $392K | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 10,795 | $385K | 0.2% | 2026-Q2 |
| Garden State Investment Advisory Services LLC | 10,750 | $383K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 10,520 | $374K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC | 10,335 | $368K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 9,774 | $348K | 0.2% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 9,369 | $334K | 0.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 9,138 | $326K | 0.2% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 8,069 | $288K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 7,784 | $278K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ | 7,071 | $252K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. | 7,045 | $251K | 0.1% | 2026-Q2 |
| TAGStone Capital, Inc. | 6,860 | $245K | 0.1% | 2026-Q2 |
| Castle Rock Wealth Management, LLC | 6,729 | $240K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 6,253 | $225K | 0.1% | 2026-Q2 |
| Advisory Alpha, LLC | 5,993 | $214K | 0.1% | 2026-Q2 |
| Allegheny Financial Group | 5,894 | $210K | 0.1% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. trimmed | 4,623 | $165K | 0.1% | 2026-Q2 |
| Kingdom Financial Group LLC. | 3,873 | $138K | 0.1% | 2026-Q2 |
| Ankerstar Wealth, LLC | 3,611 | $129K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 3,106 | $111K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc | 1,661 | $59K | 0.0% | 2026-Q2 |
| Key Capital Management, INC added | 1,421 | $51K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 1,138 | $41K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 1,105 | $39K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC | 1,077 | $38K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 800 | $29K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 719 | $26K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. | 569 | $20K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 536 | $19K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 477 | $17K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 324 | $12K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 272 | $10K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 229 | $8K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 130 | $5K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 124 | $4K | 0.0% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 199,404 | $7M | 3.4% | 2026-Q1 stale (1 quarter behind) |
| OPPENHEIMER & CO INC new | 55,564 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 20,203 | $675K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Golden Reserve Retirement LLC added | 18,349 | $613K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 15,045 | $503K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| LeClair Wealth Partners LLC new | 13,664 | $457K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 110,807 | $4M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 56,492 | $2M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| B.O.S.S. Retirement Advisors, LLC trimmed | 218,565 | $7M | 3.6% | 2025-Q3 stale (3 quarters behind) |
| HOWARD BAILEY SECURITIES, LLC trimmed | 141,644 | $5M | 2.4% | 2025-Q3 stale (3 quarters behind) |
| Great Lakes Retirement, Inc. trimmed | 82,681 | $3M | 1.4% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP added | 27,505 | $907K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Consolidated Portfolio Review Corp trimmed | 17,528 | $578K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 57,213 | $2M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| HBW ADVISORY SERVICES LLC | 23,052 | $728K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 17,752 | $561K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Envestnet Portfolio Solutions, Inc. trimmed | 17,601 | $556K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 14,156 | $447K | 0.2% | 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.