Who owns QDEC
Which tracked institutional funds hold QDEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QDEC 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
24 tracked funds added or opened QDEC while 13 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
QDEC’s largest tracked holder by dollar value, Cetera Investment Advisers, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes QDEC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QDEC 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 112 tracked filers holding QDEC, 41 increased or opened the position and 52 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 QDEC 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 6
- Ameritas Advisory Services, LLC$4M
- Global Retirement Partners, LLC$4M
- SACKS & ASSOCIATES, LLC$3M
- Mission Financial Group, LLC$1M
- Arax Advisory Partners$1M
- Global Assets Advisory, LLC$844K
Full exits 7
- Janney Montgomery Scott LLC$8M
- Cambridge Investment Research Advisors, Inc.$3M
- HighTower Advisors, LLC$3M
- PARK AVENUE SECURITIES LLC$727K
- Synergy Asset Management, LLC$638K
- Sunbelt Securities, Inc.$527K
Largest adds
- OSAIC HOLDINGS, INC.$1M
- Cetera Investment Advisers$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- NewEdge Advisors, LLC$959K
- LPL Financial LLC$873K
- MML INVESTORS SERVICES, LLC$798K
Largest trims
- Sequent Planning LLC$10M
- Kestra Advisory Services, LLC$3M
- SMART Wealth LLC$1M
- RAYMOND JAMES FINANCIAL INC$828K
- TRUIST FINANCIAL CORP$520K
- Purus Wealth Management, LLC$374K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cetera Investment Advisers trimmed | 461,809 | $16M | 9.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 360,357 | $13M | 7.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 357,986 | $13M | 7.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 319,088 | $11M | 6.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 258,802 | $9M | 5.3% | 2026-Q2 |
| LPL Financial LLC added | 203,918 | $7M | 4.1% | 2026-Q2 |
| Sequent Planning LLC trimmed | 148,608 | $5M | 3.0% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 146,546 | $5M | 3.0% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 145,006 | $5M | 2.9% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 142,252 | $5M | 2.9% | 2026-Q2 |
| Luken Investment Analytics, LLC trimmed | 128,292 | $5M | 2.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 117,689 | $4M | 2.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 112,347 | $4M | 2.3% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 107,571 | $4M | 2.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 102,034 | $4M | 2.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 88,841 | $3M | 1.8% | 2026-Q2 |
| SACKS & ASSOCIATES, LLC new | 79,656 | $3M | 1.6% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 78,114 | $3M | 1.6% | 2026-Q2 |
| SMART Wealth LLC trimmed | 77,903 | $3M | 1.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 70,558 | $3M | 1.4% | 2026-Q2 |
| FWG Investments, LLC. trimmed | 70,119 | $2M | 1.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 64,799 | $2M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 54,256 | $2M | 1.1% | 2026-Q2 |
| Harvest Investment Services, LLC trimmed | 52,607 | $2M | 1.1% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 46,715 | $2M | 0.9% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 45,242 | $2M | 0.9% | 2026-Q2 |
| Purus Wealth Management, LLC trimmed | 44,815 | $2M | 0.9% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 44,482 | $2M | 0.9% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 42,970 | $2M | 0.9% | 2026-Q2 |
| Maia Wealth LLC trimmed | 42,578 | $2M | 0.9% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 41,364 | $1M | 0.8% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 34,550 | $1M | 0.7% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 33,099 | $1M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 32,508 | $1M | 0.7% | 2026-Q2 |
| Mission Financial Group, LLC trimmed | 30,241 | $1M | 0.6% | 2026-Q2 |
| Arax Advisory Partners new | 29,836 | $1M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 27,714 | $987K | 0.6% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 25,718 | $916K | 0.5% | 2026-Q2 |
| Arkadios Wealth Advisors | 25,157 | $896K | 0.5% | 2026-Q2 |
| World Investment Advisors trimmed | 24,072 | $856K | 0.5% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 24,021 | $855K | 0.5% | 2026-Q2 |
| Global Assets Advisory, LLC trimmed | 23,772 | $844K | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 23,650 | $842K | 0.5% | 2026-Q2 |
| 1776 Wealth LLC | 21,540 | $767K | 0.4% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 21,324 | $759K | 0.4% | 2026-Q2 |
| Mutual Advisors, LLC | 18,270 | $651K | 0.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. | 18,201 | $648K | 0.4% | 2026-Q2 |
| NOVEM GROUP added | 18,194 | $648K | 0.4% | 2026-Q2 |
| Grant Street Asset Management, Inc. | 16,678 | $594K | 0.3% | 2026-Q2 |
| StoneX Group Inc. added | 16,264 | $577K | 0.3% | 2026-Q2 |
| RFG Advisory, LLC added | 15,936 | $567K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC | 15,848 | $564K | 0.3% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 14,407 | $513K | 0.3% | 2026-Q2 |
| Benson Wealth Management INC added | 13,611 | $485K | 0.3% | 2026-Q2 |
| Diligent Investors, LLC | 13,500 | $481K | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC | 13,310 | $474K | 0.3% | 2026-Q2 |
| Sigma Planning Corp trimmed | 13,002 | $463K | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 12,686 | $452K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 12,679 | $452K | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. added | 12,313 | $438K | 0.2% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC new | 11,481 | $409K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 10,927 | $389K | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC | 10,500 | $374K | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 10,322 | $368K | 0.2% | 2026-Q2 |
| WINNACLE WEALTH LLC trimmed | 10,244 | $365K | 0.2% | 2026-Q2 |
| EQUITABLE TRUST CO | 9,861 | $351K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,838 | $350K | 0.2% | 2026-Q2 |
| Gradient Investments LLC new | 8,739 | $311K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 8,409 | $299K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 8,275 | $295K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 8,268 | $294K | 0.2% | 2026-Q2 |
| Lifeworks Advisors, LLC | 8,146 | $290K | 0.2% | 2026-Q2 |
| Spire Wealth Management | 8,061 | $287K | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC | 8,028 | $286K | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC | 8,020 | $286K | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 8,004 | $285K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC | 7,907 | $282K | 0.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 7,890 | $281K | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC | 7,232 | $258K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. added | 6,900 | $246K | 0.1% | 2026-Q2 |
| SOA Wealth Advisors, LLC. | 6,603 | $235K | 0.1% | 2026-Q2 |
| Integrated Advisors Network LLC | 6,600 | $235K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP new | 6,422 | $229K | 0.1% | 2026-Q2 |
| Share Andrew L. | 6,300 | $224K | 0.1% | 2026-Q2 |
| Pitti Group Wealth Management, LLC trimmed | 6,219 | $221K | 0.1% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN trimmed | 6,214 | $221K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 6,159 | $219K | 0.1% | 2026-Q2 |
| Garden State Investment Advisory Services LLC new | 6,000 | $214K | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 5,884 | $210K | 0.1% | 2026-Q2 |
| LEGACY SOLUTIONS, LLC trimmed | 5,777 | $206K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 4,807 | $171K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 3,920 | $140K | 0.1% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 3,612 | $129K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 3,166 | $113K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 3,026 | $108K | 0.1% | 2026-Q2 |
| Topsail Wealth Management, LLC | 1,907 | $68K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 1,795 | $64K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 1,612 | $57K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC | 1,501 | $53K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,443 | $51K | 0.0% | 2026-Q2 |
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.