Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ELEVATION SERIES TRUST (DECZ)

28 + Investors. Track Smart Money conviction in DECZ. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — DECZ

Based on 28 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DECZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
28 funds currently hold this stock — 93% of the 3.0-year high of 30 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DECZ is almost the same as a year ago (-1 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

16 buying14 selling
Last quarter: 16 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 4 → 14 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 29% long-term, 29% new

29% conviction (2yr+) 43% medium 29% new
Of the 28 current holders: 8 (29%) held >2 years, 12 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~8 new funds/quarter

10 → 7 → 4 → 14 → 8 new funds/Q
New funds entering each quarter: 7 → 4 → 14 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 32% veterans, 43% new entrants

32% veterans 25% 1-2yr 43% new
Of 28 current holders: 9 (32%) held 2+ years, 7 held 1–2 years, 12 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
1 of 28 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DECZ

How many hedge funds hold DECZ — quarterly history vs. share price
Quarterly hedge fund ownership of DECZ vs. share price

Market Analysis: DECZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DECZ

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: DECZ
2026 Q1 Stats Unlock in 20 days 28 + Investors

Track Smart Money conviction in DECZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 28 26 7.69%
13F Shares 1M 980K 4.71%
Total Value $41M $40M 3.49%
New Positions 8 15 -7
Increased Positions 8 3 +5
Closed Positions 5 3 +2
Reduced Positions 10 3 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DECZ

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DECZ. Verified SEC 13F-HR filings.

Top 14 institutional holders of DECZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TrueMark Investments, LLC 2.11% 279,404 $10.8M
2 Wellment Financial 0.93% 19,366 $752K
3 Integrated Wealth Management 0.61% 13,627 $529K
4 Centennial Advisors, LLC 0.43% 8,756 $340K
5 HOWARD BAILEY SECURITIES, LLC 0.35% 22,073 $857K
6 B.O.S.S. Retirement Advisors, LLC 0.28% 24,037 $933K
7 FWG Investments, LLC. 0.19% 7,566 $294K
8 SMART Wealth LLC 0.17% 14,898 $578K
9 Networth Advisors, LLC 0.16% 5,704 $221K
10 LifeWealth Investments, LLC 0.12% 10,412 $404K
11 Outlook Wealth Advisors, LLC 0.08% 8,527 $331K
12 DHJJ Financial Advisors, Ltd. 0.01% 615 $24K
13 Decker Retirement Planning Inc. 0.00% 91 $4K
14 Mosley Wealth Management 0.00% 20
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

Frequently Asked Questions — ELEVATION SERIES TRUST (DECZ)

What does the Smart Money Trend signal show for DECZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DECZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DECZ?

Slight buying edge — 53% buying: Last quarter: 16 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DECZ holders?

Smaller funds dominant — 2% AUM from top-100: 1 of 28 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DECZ?

Mixed — 29% long-term, 29% new: Of the 28 current holders: 8 (29%) held >2 years, 12 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.