Institutional Holders (2026 Q2)
38 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DECU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Elevated Capital Advisors, LLC | 0.46% | 57,107 | $1.7M |
| 2 | Grantvest Financial Group LLC | 0.37% | 22,005 | $643K |
| 3 | Innovative Asset Advisors Group, LLC | 0.37% | 29,138 | $852K |
| 4 | Stonebridge Financial Group, LLC / MO | 0.30% | 15,607 | $456K |
| 5 | Wellment Financial | 0.25% | 7,552 | $221K |
| 6 | Allianz Se | 0.15% | 472,761 | $13.8M |
| 7 | Stephens Inc /Ar/ | 0.07% | 205,169 | $6.0M |
| 8 | Mosley Wealth Management | 0.05% | 4,871 | $142K |
| 9 | Cypress Wealth Services, LLC | 0.05% | 12,628 | $369K |
| 10 | ARS Wealth Advisors Group, LLC | 0.04% | 16,936 | $495K |
| 11 | POM Investment Strategies, LLC | 0.02% | 734 | $21K |
| 12 | IFG Advisory, LLC | 0.02% | 15,513 | $453K |
| 13 | Stratos Wealth Advisors, LLC | 0.01% | 8,318 | $243K |
| 14 | Csenge Advisory Group | 0.01% | 9,925 | $290K |
| 15 | AE Wealth Management LLC | 0.01% | 67,581 | $2.0M |
| 16 | Ankerstar Wealth, LLC | 0.01% | 330 | $10K |
| 17 | Old Mission Capital LLC | 0.01% | 17,088 | $499K |
| 18 | Mml Investors Services, LLC | 0.01% | 129,126 | $3.8M |
| 19 | Tounjian Advisory Partners, LLC | 0.01% | 552 | $16K |
| 20 | Savant Capital, LLC | 0.00% | 54,524 | $1.6M |
| 21 | NBZ Investment Advisors LLC | 0.00% | 347 | $10K |
| 22 | Lloyd Advisory Services, LLC. | 0.00% | 346 | $10K |
| 23 | Arax Advisory Partners | 0.00% | 19,440 | $568K |
| 24 | Harbour Investments, INC. | 0.00% | 8,604 | $251K |
| 25 | Kestra Advisory Services, LLC | 0.00% | 31,089 | $909K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|