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Institutional Ownership · SEC Form 13F

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-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.

33
Institutional holders
982K
Shares held (tracked funds)

How the tape is positioned

2 tracked funds added or opened DECZ while 5 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

DECZ’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 0.0pp 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 2025-Q4 and 2026-Q1, across 33 tracked filers holding DECZ, 16 increased or opened the position and 16 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 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 1

  • POM Investment Strategies, LLC$572K

Full exits 1

  • GOLDMAN SACHS GROUP INC$738K

Largest adds

  • TrueMark Investments, LLC$2M

Largest trims

  • Lloyd Advisory Services, LLC.$3M
  • AE Wealth Management LLC$574K
  • Outlook Wealth Advisors, LLC$357K
  • OLD MISSION CAPITAL LLC$284K

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 added436,021$17M42.8%2026-Q1
TrueMark Investments, LLC added279,404$11M27.4%2026-Q1
Elevated Capital Advisors, LLC trimmed27,738$1M2.7%2026-Q1
B.O.S.S. Retirement Advisors, LLC trimmed24,037$933K2.4%2026-Q1
Weaver Consulting Group23,471$911K2.3%2026-Q1
HOWARD BAILEY SECURITIES, LLC trimmed22,073$857K2.2%2026-Q1
Wellment Financial trimmed19,366$752K1.9%2026-Q1
SMART Wealth LLC trimmed14,898$578K1.5%2026-Q1
POM Investment Strategies, LLC new14,741$572K1.4%2026-Q1
Integrated Wealth Management added13,627$529K1.3%2026-Q1
Great Lakes Retirement, Inc. trimmed12,068$469K1.2%2026-Q1
LifeWealth Investments, LLC trimmed10,412$404K1.0%2026-Q1
OLD MISSION CAPITAL LLC trimmed9,660$375K0.9%2026-Q1
Centennial Advisors, LLC trimmed8,756$340K0.9%2026-Q1
Outlook Wealth Advisors, LLC trimmed8,527$331K0.8%2026-Q1
FWG Investments, LLC. added7,566$294K0.7%2026-Q1
Capital Investment Advisory Services, LLC6,657$258K0.7%2026-Q1
FSA Advisors, Inc. added6,299$245K0.6%2026-Q1
HARBOUR INVESTMENTS, INC. added5,974$232K0.6%2026-Q1
Networth Advisors, LLC trimmed5,704$221K0.6%2026-Q1
Csenge Advisory Group added5,262$204K0.5%2026-Q1
Lloyd Advisory Services, LLC. trimmed4,632$180K0.5%2026-Q1
Kingdom Financial Group LLC. trimmed4,632$180K0.5%2026-Q1
Aptus Capital Advisors, LLC3,413$133K0.3%2026-Q1
Quest 10 Wealth Builders, Inc. added3,396$132K0.3%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added2,292$89K0.2%2026-Q1
DHJJ Financial Advisors, Ltd.615$24K0.1%2026-Q1
UBS Group AG trimmed223$9K0.0%2026-Q1
Key Capital Management, INC added163$6K0.0%2026-Q1
Decker Retirement Planning Inc. added91$4K0.0%2026-Q1
OSAIC HOLDINGS, INC. new70$3K0.0%2026-Q1
Mosley Wealth Management new20$8150.0%2026-Q1
US BANCORP \DE\ new6$2330.0%2026-Q1
GOLDMAN SACHS GROUP INC new18,338$738K1.9%2025-Q4 stale
JANE STREET GROUP, LLC new9,425$379K1.0%2025-Q4 stale
CreativeOne Wealth, LLC new5,113$206K0.5%2025-Q4 stale
JONES FINANCIAL COMPANIES LLLP new3,198$130K0.3%2025-Q3 stale
Pineridge Advisors LLC new133$5K0.0%2025-Q3 stale
Richard W. Paul & Associates, LLC new45$2K0.0%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.

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