Who owns YDEC
Which tracked institutional funds hold YDEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See YDEC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 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 YDEC is one-sided between 2025-Q4 and 2026-Q1: 11 added or opened and 3 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
YDEC’s largest tracked holder by dollar value, OGOREK ANTHONY JOSEPH /NY/ /ADV, sizes it at 5.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in YDEC 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 61 tracked filers holding YDEC, 32 increased or opened the position and 21 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 YDEC 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 3
- Luken Investment Analytics, LLC$14M
- Csenge Advisory Group$643K
- Anfield Capital Management, LLC$529K
Largest adds
- OGOREK ANTHONY JOSEPH /NY/ /ADV$21M
- US BANCORP \DE\$4M
- ENVESTNET ASSET MANAGEMENT INC$1M
- RAYMOND JAMES FINANCIAL INC$860K
- Cetera Investment Advisers$663K
- Kestra Advisory Services, LLC$560K
Largest trims
- Clear Creek Financial Management, LLC$894K
- COMMONWEALTH EQUITY SERVICES, LLC$720K
- NorthCrest Asset Manangement, LLC$531K
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 |
|---|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV added | 802,351 | $21M | 22.8% | 2026-Q1 |
| Luken Investment Analytics, LLC added | 545,343 | $14M | 15.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 341,771 | $9M | 9.7% | 2026-Q1 |
| Cetera Investment Advisers added | 246,622 | $6M | 7.0% | 2026-Q1 |
| US BANCORP \DE\ added | 182,409 | $5M | 5.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 165,003 | $4M | 4.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 144,292 | $4M | 4.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 80,757 | $2M | 2.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 78,794 | $2M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 61,117 | $2M | 1.7% | 2026-Q1 |
| Corient Private Wealth LLC | 42,386 | $1M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 41,844 | $1M | 1.2% | 2026-Q1 |
| 1776 Wealth LLC | 40,304 | $1M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 40,266 | $1M | 1.1% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC trimmed | 38,300 | $1M | 1.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 26,868 | $707K | 0.8% | 2026-Q1 |
| Csenge Advisory Group new | 24,441 | $643K | 0.7% | 2026-Q1 |
| BFI Wealth Solutions, LLC trimmed | 22,841 | $606K | 0.7% | 2026-Q1 |
| Anfield Capital Management, LLC new | 20,117 | $529K | 0.6% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 19,343 | $509K | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC new | 17,745 | $467K | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 17,650 | $464K | 0.5% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 15,371 | $404K | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 15,275 | $402K | 0.4% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 14,950 | $393K | 0.4% | 2026-Q1 |
| Kovack Advisors, Inc. added | 13,906 | $369K | 0.4% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 13,996 | $368K | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 12,858 | $338K | 0.4% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 12,790 | $336K | 0.4% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 12,191 | $321K | 0.3% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 11,600 | $305K | 0.3% | 2026-Q1 |
| Diligent Investors, LLC added | 10,800 | $284K | 0.3% | 2026-Q1 |
| Fragasso Financial Advisors Inc new | 10,597 | $280K | 0.3% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC | 10,636 | $280K | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 9,770 | $257K | 0.3% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 9,550 | $251K | 0.3% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 9,504 | $250K | 0.3% | 2026-Q1 |
| Wedmont Private Capital new | 8,870 | $239K | 0.3% | 2026-Q1 |
| Grantvest Financial Group LLC new | 8,246 | $217K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC | 8,199 | $216K | 0.2% | 2026-Q1 |
| Asset Allocation Strategies LLC | 8,023 | $211K | 0.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 6,507 | $171K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. | 5,834 | $153K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 5,763 | $152K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc | 5,373 | $141K | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 4,666 | $123K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 4,136 | $109K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 42,394 | $108K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. | 4,026 | $106K | 0.1% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC new | 2,497 | $66K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC | 2,482 | $65K | 0.1% | 2026-Q1 |
| Signature Equity Partners, LLC new | 1,331 | $35K | 0.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,306 | $34K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 1,145 | $30K | 0.0% | 2026-Q1 |
| Ameritas Advisory Services, LLC new | 1,085 | $29K | 0.0% | 2026-Q1 |
| CWM, LLC added | 890 | $23K | 0.0% | 2026-Q1 |
| Park Square Financial Group, LLC new | 586 | $15K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 500 | $13K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 9,270 | $9K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 220 | $6K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 13 | $335 | 0.0% | 2026-Q1 |
| Cooper Financial Group added | 80,571 | $2M | 2.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 44,626 | $1M | 1.2% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,152 | $851K | 0.9% | 2025-Q3 stale |
| Mission Financial Group, LLC trimmed | 20,062 | $528K | 0.6% | 2025-Q1 stale |
| Prosperity Consulting Group, LLC trimmed | 13,584 | $340K | 0.4% | 2025-Q2 stale |
| Ferguson Shapiro LLC | 11,000 | $282K | 0.3% | 2025-Q3 stale |
| Nvest Financial, LLC new | 9,077 | $227K | 0.2% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC trimmed | 8,620 | $221K | 0.2% | 2025-Q3 stale |
| Sigma Planning Corp new | 8,375 | $219K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 8,293 | $208K | 0.2% | 2025-Q2 stale |
| Main Street Financial Solutions, LLC new | 7,840 | $205K | 0.2% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN added | 6,033 | $155K | 0.2% | 2025-Q3 stale |
| Camelot Portfolios, LLC new | 2,668 | $70K | 0.1% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 2,425 | $62K | 0.1% | 2025-Q3 stale |
| TruNorth Capital Management, LLC new | 1,900 | $49K | 0.1% | 2025-Q3 stale |
| Wood Tarver Financial Group, LLC | 1,909 | $47K | 0.1% | 2025-Q2 stale |
| UBS Group AG added | 1,233 | $32K | 0.0% | 2025-Q3 stale |
| Farther Finance Advisors, LLC trimmed | 44 | $1K | 0.0% | 2025-Q2 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.