Stock Analysis
Data Source: SEC EDGAR 13F
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Elevation Series Trust (DECZ)

21 + 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
↓ -12
Streak
1Q ▼
Buyers last Q
26%

Smart Money Signals — DECZ

Based on 21 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DECZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 64% of 3.0Y high

64% of all-time peak
Only 21 funds hold DECZ today versus a peak of 33 funds at 2025 Q1 — just 64% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 26% buying

9 buying26 selling
Last quarter: 26 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 9 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 14% medium ■ 38% new
10 out of 21 hedge funds have held DECZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

4 → 15 → 9 → 6 → 6 new funds/Q
New funds entering each quarter: 15 → 9 → 6 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 43% veterans vs 33% newcomers

■ 43% veterans ■ 24% 1-2yr ■ 33% new
Entry-cohort mix of 21 holders: 9 (43%) are 2+ year veterans, 5 entered 1–2 years ago, and 7 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 21 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — DECZ

In 2026 Q2, 9 hedge funds were net buyers of DECZ (6 opened a new position, 3 added to an existing one), while 26 reduced or exited (8 trimmed, 18 sold completely) — a 26% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -12 funds (more exits than new entries). Total institutional holders: 21.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: DECZ
21 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 21 33 -36.36%
13F Shares 670K 982K -31.76%
Total Value $29M $38M -24.01%
New Positions 6 6 -
Increased Positions 3 10 -7
Closed Positions 18 3 +15
Reduced Positions 8 13 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DECZ

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Financial Highlights

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Institutional Holders (2026 Q2)

21 + investors

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

QUARTER:
Top 21 DECZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TrueMark Investments, LLC 3.14% 579,744 $25.1M
2 Weaver Consulting Group 0.21% 23,471 $1.0M
3 Elevated Capital Advisors, LLC 0.17% 14,467 $626K
4 Capital Investment Advisory Services, LLC 0.02% 6,657 $288K
5 Blue Bell Private Wealth Management, LLC 0.01% 2,292 $99K
6 Old Mission Capital LLC 0.01% 15,386 $665K
7 Lloyd Advisory Services, LLC. 0.01% 478 $21K
8 IFG Advisory, LLC 0.01% 3,843 $166K
9 DHJJ Financial Advisors, Ltd. 0.01% 450 $19K
10 CreativeOne Wealth, LLC 0.00% 4,710 $204K
11 Mosley Wealth Management 0.00% 267 $12K
12 Kingdom Financial Group LLC. 0.00% 272 $12K
13 Tounjian Advisory Partners, LLC 0.00% 153 $7K
14 Harbour Investments, INC. 0.00% 3,863 $167K
15 AE Wealth Management LLC 0.00% 10,161 $439K
16 POM Investment Strategies, LLC 0.00% 39 $2K
17 Compass Financial Management LLC 0.00% 218 $10K
18 Aptus Capital Advisors, LLC 0.00% 3,413 $148K
19 Integrated Wealth Concepts LLC 0.00% 12 —
20 Osaic Holdings, INC. 0.00% 33 $1K
21 Northwestern Mutual Wealth Management Co 0.00% 46 $2K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DECZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DECZ?

Heavy selling pressure — only 26% buying: Last quarter: 26 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for DECZ holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 21 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DECZ?

48% of holders stayed for 2+ years: 10 out of 21 hedge funds have held DECZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

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