Who owns DECZ
Which tracked institutional funds hold DECZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DECZ 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 DECZ is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 8 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
DECZ’s largest tracked holder by dollar value, TrueMark Investments, LLC, sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DECZ 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 21 tracked filers holding DECZ, 9 increased or opened the position and 26 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 DECZ 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.
Full exits 5
- B.O.S.S. Retirement Advisors, LLC$933K
- HOWARD BAILEY SECURITIES, LLC$857K
- Wellment Financial$752K
- SMART Wealth LLC$578K
- Integrated Wealth Management$529K
Largest adds
- TrueMark Investments, LLC$14M
- OLD MISSION CAPITAL LLC$290K
Largest trims
- AE Wealth Management LLC$16M
- POM Investment Strategies, LLC$571K
- Elevated Capital Advisors, LLC$451K
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 |
|---|---|---|---|---|
| TrueMark Investments, LLC added | 579,744 | $25M | 68.6% | 2026-Q2 |
| Weaver Consulting Group | 23,471 | $1M | 2.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 15,386 | $665K | 1.8% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 14,467 | $626K | 1.7% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 10,161 | $439K | 1.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 6,657 | $288K | 0.8% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 4,710 | $204K | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 3,863 | $167K | 0.5% | 2026-Q2 |
| IFG Advisory, LLC new | 3,843 | $166K | 0.5% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 3,413 | $148K | 0.4% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,292 | $99K | 0.3% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 478 | $21K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 450 | $19K | 0.1% | 2026-Q2 |
| Kingdom Financial Group LLC. trimmed | 272 | $12K | 0.0% | 2026-Q2 |
| Mosley Wealth Management added | 267 | $12K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 218 | $10K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 153 | $7K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 46 | $2K | 0.0% | 2026-Q2 |
| POM Investment Strategies, LLC trimmed | 39 | $2K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 33 | $1K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 12 | $518 | 0.0% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 24,037 | $933K | 2.6% | 2026-Q1 stale (1 quarter behind) |
| HOWARD BAILEY SECURITIES, LLC trimmed | 22,073 | $857K | 2.3% | 2026-Q1 stale (1 quarter behind) |
| Wellment Financial trimmed | 19,366 | $752K | 2.1% | 2026-Q1 stale (1 quarter behind) |
| SMART Wealth LLC trimmed | 14,898 | $578K | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Management added | 13,627 | $529K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Great Lakes Retirement, Inc. trimmed | 12,068 | $469K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| LifeWealth Investments, LLC trimmed | 10,412 | $404K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Centennial Advisors, LLC trimmed | 8,756 | $340K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Outlook Wealth Advisors, LLC trimmed | 8,527 | $331K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| FWG Investments, LLC. added | 7,566 | $294K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| FSA Advisors, Inc. added | 6,299 | $245K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Networth Advisors, LLC trimmed | 5,704 | $221K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Csenge Advisory Group added | 5,262 | $204K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Quest 10 Wealth Builders, Inc. added | 3,396 | $132K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 223 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Key Capital Management, INC added | 163 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Decker Retirement Planning Inc. added | 91 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| US BANCORP \DE\ new | 6 | $233 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 18,338 | $738K | 2.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 9,425 | $379K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 3,198 | $130K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC new | 133 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Richard W. Paul & Associates, LLC new | 45 | $2K | 0.0% | 2025-Q3 stale (3 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.