Who owns DEXC (DEXC)
Which tracked institutional funds hold DEXC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DEXC 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
The tracked-fund tape on DEXC is one-sided between 2025-Q4 and 2026-Q1: 20 added or opened and 4 trimmed or exited — on balance accumulating.
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
DEXC’s largest tracked holder by dollar value, First Command Advisory Services, Inc., sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DEXC 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 50 tracked filers holding DEXC, 29 increased or opened the position and 18 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 DEXC 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 5
- MERCER GLOBAL ADVISORS INC /ADV$1M
- Cerity Partners LLC$865K
- Strategic Investment Solutions, Inc. /IL$806K
- OLD MISSION CAPITAL LLC$712K
- Wolfstich Capital, LLC$654K
Full exits 3
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- FLOW TRADERS U.S. LLC$2M
- SOL Capital Management CO$807K
Largest adds
- Brown Financial Advisory$5M
- First Command Advisory Services, Inc.$4M
- JANE STREET GROUP, LLC$3M
- Chicago Partners Investment Group LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Quadcap Wealth Management, LLC$1M
Largest trims
- Hilltop Holdings Inc.$2M
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 |
|---|---|---|---|---|
| First Command Advisory Services, Inc. trimmed | 1,774,002 | $115M | 45.9% | 2026-Q1 |
| Brown Financial Advisory added | 427,341 | $28M | 11.1% | 2026-Q1 |
| Keudell/Morrison Wealth Management trimmed | 211,426 | $14M | 5.5% | 2026-Q1 |
| McIlrath & Eck, LLC added | 180,122 | $12M | 4.7% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 179,807 | $12M | 4.7% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 140,664 | $10M | 4.1% | 2026-Q1 |
| Prism Advisors, Inc. trimmed | 142,846 | $9M | 3.7% | 2026-Q1 |
| Beta Wealth Group, Inc. trimmed | 102,839 | $7M | 2.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 88,526 | $6M | 2.3% | 2026-Q1 |
| R. W. Roge & Company, Inc. trimmed | 84,744 | $5M | 2.2% | 2026-Q1 |
| Mills Wealth Advisors LLC added | 56,005 | $4M | 1.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 45,051 | $3M | 1.2% | 2026-Q1 |
| Applied Capital LLC trimmed | 39,102 | $3M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 36,431 | $2M | 0.9% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 25,579 | $2M | 0.7% | 2026-Q1 |
| Hilltop Holdings Inc. trimmed | 19,055 | $1M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 17,562 | $1M | 0.5% | 2026-Q1 |
| Cerity Partners LLC new | 13,330 | $865K | 0.3% | 2026-Q1 |
| Strategic Investment Solutions, Inc. /IL new | 10,166 | $806K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 11,288 | $737K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 10,971 | $712K | 0.3% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 10,781 | $699K | 0.3% | 2026-Q1 |
| Madrid Wealth Management, LLC added | 10,272 | $666K | 0.3% | 2026-Q1 |
| Wolfstich Capital, LLC new | 56,590 | $654K | 0.3% | 2026-Q1 |
| Citrine Capital LLC trimmed | 9,389 | $609K | 0.2% | 2026-Q1 |
| SouthState Bank Corp added | 9,098 | $590K | 0.2% | 2026-Q1 |
| Bulwark Capital Corp added | 9,078 | $589K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC | 6,901 | $448K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP new | 5,941 | $385K | 0.2% | 2026-Q1 |
| Kane Co Wealth Management, Inc. added | 5,910 | $383K | 0.2% | 2026-Q1 |
| Financial Symmetry Inc trimmed | 4,689 | $350K | 0.1% | 2026-Q1 |
| Focus Partners Wealth | 4,118 | $304K | 0.1% | 2026-Q1 |
| Corus Family Wealth Advisors new | 3,827 | $248K | 0.1% | 2026-Q1 |
| Opus Financial Solutions LLC added | 3,771 | $245K | 0.1% | 2026-Q1 |
| Financial Security Advisor, Inc. added | 3,706 | $240K | 0.1% | 2026-Q1 |
| CWM, LLC added | 3,394 | $220K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 2,913 | $189K | 0.1% | 2026-Q1 |
| DecisionPoint Financial, LLC | 2,558 | $166K | 0.1% | 2026-Q1 |
| Premier Financial Group trimmed | 2,345 | $155K | 0.1% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 2,267 | $147K | 0.1% | 2026-Q1 |
| Prudent Man Investment Management, Inc. | 1,475 | $89K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC trimmed | 1,180 | $77K | 0.0% | 2026-Q1 |
| CNB Bank | 1,059 | $69K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 550 | $36K | 0.0% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC new | 500 | $32K | 0.0% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC new | 480 | $31K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 385 | $25K | 0.0% | 2026-Q1 |
| Archer Investment Corp new | 154 | $10K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. new | 119 | $8K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 87 | $6K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 62,045 | $4M | 1.5% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 27,834 | $2M | 0.7% | 2025-Q4 stale |
| SOL Capital Management CO | 13,330 | $807K | 0.3% | 2025-Q4 stale |
| SB Capital Management Inc new | 6,441 | $390K | 0.2% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC new | 5,778 | $327K | 0.1% | 2025-Q3 stale |
| Cloud Capital Management, LLC new | 632 | $34K | 0.0% | 2025-Q3 stale |
| UBS Group AG trimmed | 22 | $1K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.