Institutional Holders (2026 Q3)
38 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DECM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Madrona Financial Services, LLC | 0.14% | 26,158 | $897K |
| 2 | Precedent Wealth Partners, LLC | 0.13% | 25,031 | $858K |
| 3 | Grantvest Financial Group LLC | 0.12% | 5,965 | $205K |
| 4 | Legacy Capital Wealth Partners, LLC | 0.09% | 13,210 | $453K |
| 5 | Clear Creek Financial Management, LLC | 0.06% | 22,671 | $777K |
| 6 | Hbw Advisory Services LLC | 0.06% | 16,989 | $582K |
| 7 | Commonwealth Financial Services, LLC | 0.06% | 8,990 | $308K |
| 8 | Evolution Wealth Management INC. | 0.05% | 2,675 | $92K |
| 9 | Milestone Asset Management, LLC | 0.05% | 9,289 | $318K |
| 10 | Buck Wealth Strategies, LLC | 0.03% | 10,400 | $357K |
| 11 | LVZ, Inc. | 0.03% | 8,573 | $294K |
| 12 | Security Financial Services, INC. | 0.03% | 6,491 | $223K |
| 13 | Atria Investments, Inc | 0.01% | 27,738 | $951K |
| 14 | Americana Partners, LLC | 0.01% | 11,298 | $387K |
| 15 | Noble Wealth Management PBC | 0.01% | 500 | $17K |
| 16 | Harbour Investments, INC. | 0.01% | 11,716 | $402K |
| 17 | Kestra Advisory Services, LLC | 0.01% | 52,974 | $1.8M |
| 18 | Capital Investment Advisory Services, LLC | 0.00% | 945 | $32K |
| 19 | Commonwealth Equity Services, LLC | 0.00% | 33,390 | $1.1M |
| 20 | AE Wealth Management LLC | 0.00% | 9,062 | $311K |
| 21 | Mariner, LLC | 0.00% | 28,254 | $969K |
| 22 | CoreCap Advisors, LLC | 0.00% | 908 | $31K |
| 23 | Truist Financial Corp | 0.00% | 10,312 | $354K |
| 24 | LPL Financial LLC | 0.00% | 16,211 | $556K |
| 25 | Osaic Holdings, INC. | 0.00% | 1,583 | $54K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|