Who owns DECW (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-Q1 13F filings. 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
8 tracked funds added or opened DECW 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
DECW’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.2% 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 2025-Q4 and 2026-Q1, across 81 tracked filers holding DECW, 32 increased or opened the position and 36 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 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$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- OPPENHEIMER & CO INC$2M
Full exits 3
- Allianz Investment Management LLC$4M
- JANE STREET GROUP, LLC$2M
- CITADEL ADVISORS LLC$520K
Largest adds
- Allianz SE$5M
- OLD MISSION CAPITAL LLC$887K
- ACCESS FINANCIAL SERVICES, INC.$601K
- Kestra Advisory Services, LLC$331K
- Patriot Financial Group Insurance Agency, LLC$326K
Largest trims
- Outlook Wealth Advisors, LLC$4M
- OSAIC HOLDINGS, INC.$1M
- Lloyd Advisory Services, LLC.$821K
- COMMONWEALTH EQUITY SERVICES, LLC$666K
- AE Wealth Management LLC$487K
- Authentikos Wealth Advisory, LLC$471K
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 trimmed | 886,736 | $30M | 15.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 628,119 | $21M | 11.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 304,853 | $10M | 5.4% | 2026-Q1 |
| ACCESS FINANCIAL SERVICES, INC. added | 244,852 | $8M | 4.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 234,098 | $8M | 4.1% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC trimmed | 199,404 | $7M | 3.5% | 2026-Q1 |
| POM Investment Strategies, LLC added | 178,365 | $6M | 3.1% | 2026-Q1 |
| AMERICAN ASSET MANAGEMENT INC. trimmed | 164,816 | $6M | 2.9% | 2026-Q1 |
| Allianz SE added | 157,894 | $5M | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 147,721 | $5M | 2.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 143,956 | $5M | 2.5% | 2026-Q1 |
| Wellment Financial trimmed | 128,126 | $4M | 2.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 109,287 | $4M | 1.9% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 100,551 | $3M | 1.8% | 2026-Q1 |
| Spire Wealth Management trimmed | 74,128 | $2M | 1.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 58,405 | $2M | 1.0% | 2026-Q1 |
| OPPENHEIMER & CO INC new | 55,564 | $2M | 1.0% | 2026-Q1 |
| Networth Advisors, LLC trimmed | 53,233 | $2M | 0.9% | 2026-Q1 |
| Farther Finance Advisors, LLC | 48,762 | $2M | 0.9% | 2026-Q1 |
| Integrated Wealth Management added | 45,247 | $2M | 0.8% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 43,265 | $1M | 0.8% | 2026-Q1 |
| Aegis Wealth Management, Inc. added | 38,446 | $1M | 0.7% | 2026-Q1 |
| FSA Advisors, Inc. added | 35,458 | $1M | 0.6% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 33,842 | $1M | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 33,153 | $1M | 0.6% | 2026-Q1 |
| Cypress Wealth Services, LLC trimmed | 32,910 | $1M | 0.6% | 2026-Q1 |
| First Heartland Consultants, Inc. | 30,831 | $1M | 0.5% | 2026-Q1 |
| World Investment Advisors added | 25,375 | $848K | 0.4% | 2026-Q1 |
| Westshore Wealth, LLC added | 25,223 | $843K | 0.4% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 21,590 | $721K | 0.4% | 2026-Q1 |
| SMART Wealth LLC added | 21,045 | $703K | 0.4% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 20,117 | $676K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 20,203 | $675K | 0.4% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC added | 20,068 | $670K | 0.4% | 2026-Q1 |
| PFG Advisors added | 19,187 | $641K | 0.3% | 2026-Q1 |
| Golden Reserve Retirement LLC added | 18,349 | $613K | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 15,045 | $503K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,804 | $495K | 0.3% | 2026-Q1 |
| AdvisorNet Financial, Inc | 13,985 | $467K | 0.2% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 13,664 | $457K | 0.2% | 2026-Q1 |
| Blue Water Asset Management | 13,664 | $457K | 0.2% | 2026-Q1 |
| Csenge Advisory Group added | 13,564 | $453K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC | 12,179 | $407K | 0.2% | 2026-Q1 |
| Elevation Wealth Management LLC trimmed | 12,176 | $407K | 0.2% | 2026-Q1 |
| Creative Planning added | 11,730 | $392K | 0.2% | 2026-Q1 |
| Tyche Wealth Partners LLC new | 11,000 | $368K | 0.2% | 2026-Q1 |
| Long Island Wealth Management, Inc. | 11,000 | $368K | 0.2% | 2026-Q1 |
| Garden State Investment Advisory Services LLC | 10,750 | $359K | 0.2% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 10,683 | $357K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 10,335 | $345K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 9,774 | $327K | 0.2% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 9,651 | $322K | 0.2% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC trimmed | 8,144 | $272K | 0.1% | 2026-Q1 |
| LifeWealth Investments, LLC | 7,370 | $246K | 0.1% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 7,131 | $242K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ new | 7,071 | $236K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 7,045 | $235K | 0.1% | 2026-Q1 |
| TAGStone Capital, Inc. added | 6,860 | $229K | 0.1% | 2026-Q1 |
| Castle Rock Wealth Management, LLC | 6,729 | $226K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 6,719 | $224K | 0.1% | 2026-Q1 |
| Advisory Alpha, LLC new | 5,993 | $200K | 0.1% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. trimmed | 4,675 | $156K | 0.1% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 3,873 | $129K | 0.1% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 3,873 | $129K | 0.1% | 2026-Q1 |
| Ankerstar Wealth, LLC | 3,611 | $121K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 3,059 | $102K | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC | 2,132 | $71K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 1,661 | $55K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 1,138 | $38K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 1,105 | $37K | 0.0% | 2026-Q1 |
| ST GERMAIN D J CO INC new | 1,077 | $36K | 0.0% | 2026-Q1 |
| Key Capital Management, INC added | 1,026 | $34K | 0.0% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 218,565 | $7M | 3.8% | 2025-Q3 stale |
| HOWARD BAILEY SECURITIES, LLC trimmed | 141,644 | $5M | 2.5% | 2025-Q3 stale |
| Allianz Investment Management LLC new | 110,807 | $4M | 2.0% | 2025-Q4 stale |
| Great Lakes Retirement, Inc. trimmed | 82,681 | $3M | 1.4% | 2025-Q3 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 79,106 | $2M | 1.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 56,492 | $2M | 1.0% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 57,213 | $2M | 1.0% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 27,505 | $907K | 0.5% | 2025-Q3 stale |
| Lord & Richards Wealth Management, LLC added | 28,218 | $845K | 0.4% | 2025-Q1 stale |
| Wealth Group, Ltd. added | 26,725 | $800K | 0.4% | 2025-Q1 stale |
| HBW ADVISORY SERVICES LLC | 23,052 | $728K | 0.4% | 2025-Q2 stale |
| Consolidated Portfolio Review Corp trimmed | 17,528 | $578K | 0.3% | 2025-Q3 stale |
| Park Square Financial Group, LLC added | 17,752 | $561K | 0.3% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 17,601 | $556K | 0.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 15,326 | $520K | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 14,156 | $447K | 0.2% | 2025-Q2 stale |
| OPTIMA CAPITAL LLC trimmed | 10,858 | $325K | 0.2% | 2025-Q1 stale |
| JIM SAULNIER & ASSOCIATES, LLC | 9,144 | $302K | 0.2% | 2025-Q3 stale |
| Brookstone Capital Management trimmed | 8,342 | $275K | 0.1% | 2025-Q3 stale |
| JPMORGAN CHASE & CO trimmed | 7,781 | $264K | 0.1% | 2025-Q4 stale |
| Accurate Wealth Management, LLC added | 7,380 | $243K | 0.1% | 2025-Q3 stale |
| FWG Investments, LLC. new | 6,776 | $224K | 0.1% | 2025-Q3 stale |
| Strategic Blueprint, LLC trimmed | 6,453 | $213K | 0.1% | 2025-Q3 stale |
| StoneX Group Inc. added | 7,067 | $212K | 0.1% | 2025-Q1 stale |
| Allegheny Financial Group new | 5,894 | $200K | 0.1% | 2025-Q4 stale |
| Allianz Investment Management U.S. LLC | 5,000 | $165K | 0.1% | 2025-Q3 stale |
| Transce3nd, LLC trimmed | 5,024 | $159K | 0.1% | 2025-Q2 stale |
| BARCLAYS PLC added | 2,957 | $98K | 0.1% | 2025-Q3 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.
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.