Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 19 added or opened and 5 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 0.7% 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 2026-Q1 and 2026-Q2, across 54 tracked filers holding DEXC, 25 increased or opened the position and 29 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 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 5
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$16M
- HANCOCK WHITNEY CORP$11M
- GOLDMAN SACHS GROUP INC$8M
- QRG CAPITAL MANAGEMENT, INC.$3M
- Beacon Pointe Advisors, LLC$582K
Full exits 3
- McIlrath & Eck, LLC$12M
- R. W. Roge & Company, Inc.$5M
- Wolfstich Capital, LLC$654K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$17M
- Brown Financial Advisory$8M
- Strategic Investment Solutions, Inc. /IL$4M
- Quadcap Wealth Management, LLC$4M
- Prism Advisors, Inc.$2M
- MERCER GLOBAL ADVISORS INC /ADV$2M
Largest trims
- Keudell/Morrison Wealth Management$10M
- CITADEL ADVISORS LLC$4M
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 | 1,415,065 | $117M | 36.6% | 2026-Q2 |
| Brown Financial Advisory added | 429,629 | $35M | 11.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 239,156 | $20M | 6.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 191,547 | $16M | 5.0% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 189,287 | $16M | 4.9% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 159,601 | $12M | 3.8% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 137,678 | $11M | 3.6% | 2026-Q2 |
| HANCOCK WHITNEY CORP new | 132,449 | $11M | 3.4% | 2026-Q2 |
| Beta Wealth Group, Inc. trimmed | 97,439 | $8M | 2.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 90,922 | $8M | 2.4% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL added | 64,098 | $5M | 1.7% | 2026-Q2 |
| Mills Wealth Advisors LLC trimmed | 55,643 | $5M | 1.4% | 2026-Q2 |
| Keudell/Morrison Wealth Management trimmed | 50,419 | $4M | 1.3% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. new | 41,009 | $3M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 40,251 | $3M | 1.0% | 2026-Q2 |
| Applied Capital LLC trimmed | 35,871 | $3M | 0.9% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 35,852 | $3M | 0.9% | 2026-Q2 |
| Index Fund Advisors, Inc. trimmed | 23,949 | $2M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 17,279 | $1M | 0.4% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 15,522 | $1M | 0.4% | 2026-Q2 |
| Cerity Partners LLC | 13,330 | $1M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 12,163 | $1M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC trimmed | 10,515 | $869K | 0.3% | 2026-Q2 |
| Madrid Wealth Management, LLC trimmed | 9,968 | $823K | 0.3% | 2026-Q2 |
| Citrine Capital LLC trimmed | 9,375 | $774K | 0.2% | 2026-Q2 |
| SouthState Bank Corp | 9,098 | $752K | 0.2% | 2026-Q2 |
| Bulwark Capital Corp trimmed | 8,921 | $737K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 8,194 | $677K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 7,047 | $582K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 6,533 | $540K | 0.2% | 2026-Q2 |
| Kane Co Wealth Management, Inc. trimmed | 5,810 | $480K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 5,702 | $471K | 0.1% | 2026-Q2 |
| Corus Family Wealth Advisors added | 4,742 | $392K | 0.1% | 2026-Q2 |
| Financial Symmetry Inc added | 4,711 | $389K | 0.1% | 2026-Q2 |
| McGrath & Associates, Inc. new | 4,646 | $384K | 0.1% | 2026-Q2 |
| Focus Partners Wealth | 4,118 | $340K | 0.1% | 2026-Q2 |
| Financial Security Advisor, Inc. added | 3,723 | $308K | 0.1% | 2026-Q2 |
| Opus Financial Solutions LLC trimmed | 3,704 | $306K | 0.1% | 2026-Q2 |
| TCI Wealth Advisors, Inc. new | 2,893 | $239K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 2,646 | $219K | 0.1% | 2026-Q2 |
| Root Financial Partners, LLC added | 2,646 | $219K | 0.1% | 2026-Q2 |
| Highland Investment Advisors LLC new | 2,507 | $207K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 2,408 | $199K | 0.1% | 2026-Q2 |
| DecisionPoint Financial, LLC trimmed | 2,285 | $182K | 0.1% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 2,086 | $172K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1,126 | $93K | 0.0% | 2026-Q2 |
| Prudent Man Investment Management, Inc. | 1,475 | $89K | 0.0% | 2026-Q2 |
| CNB Bank | 1,059 | $87K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,038 | $86K | 0.0% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC | 500 | $41K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 385 | $32K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 200 | $17K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 115 | $10K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 34 | $3K | 0.0% | 2026-Q2 |
| McIlrath & Eck, LLC added | 180,122 | $12M | 3.7% | 2026-Q1 stale (1 quarter behind) |
| R. W. Roge & Company, Inc. trimmed | 84,744 | $5M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Wolfstich Capital, LLC new | 56,590 | $654K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 3,394 | $220K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Premier Financial Group trimmed | 2,345 | $155K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cassaday & Co Wealth Management LLC new | 480 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Archer Investment Corp new | 154 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OSAIC HOLDINGS, INC. new | 119 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 27,834 | $2M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| SOL Capital Management CO | 13,330 | $807K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SB Capital Management Inc new | 6,441 | $390K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC new | 5,778 | $327K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Cloud Capital Management, LLC new | 632 | $34K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG trimmed | 22 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.