Institutional Holders (2026 Q2)
48 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DECT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Wellment Financial | 4.46% | 99,732 | $3.9M |
| 2 | FWG Investments, LLC. | 2.32% | 111,567 | $4.4M |
| 3 | Richmond Brothers, Inc. | 1.23% | 60,114 | $2.4M |
| 4 | Quest 10 Wealth Builders, Inc. | 0.90% | 29,579 | $1.2M |
| 5 | SMART Wealth LLC | 0.73% | 86,727 | $3.4M |
| 6 | FSA Advisors, Inc. | 0.55% | 30,441 | $1.2M |
| 7 | Lloyd Advisory Services, LLC. | 0.46% | 29,998 | $1.2M |
| 8 | Nvest Financial, LLC | 0.32% | 26,039 | $1.0M |
| 9 | AE Wealth Management LLC | 0.27% | 1,476,569 | $58.0M |
| 10 | Grantvest Financial Group LLC | 0.12% | 5,395 | $212K |
| 11 | WealthPLAN Partners, LLC | 0.11% | 14,301 | $562K |
| 12 | Tounjian Advisory Partners, LLC | 0.10% | 5,780 | $227K |
| 13 | Strategic Blueprint, LLC | 0.09% | 44,727 | $1.8M |
| 14 | LifeWealth Investments, LLC | 0.08% | 7,289 | $286K |
| 15 | WealthPlan Investment Management, LLC | 0.07% | 35,940 | $1.4M |
| 16 | Mosley Wealth Management | 0.05% | 3,897 | $153K |
| 17 | Networth Advisors, LLC | 0.05% | 2,106 | $83K |
| 18 | Elevated Capital Advisors, LLC | 0.03% | 2,980 | $117K |
| 19 | Decker Retirement Planning Inc. | 0.03% | 2,204 | $87K |
| 20 | Key Capital Management, INC | 0.03% | 1,381 | $54K |
| 21 | Csenge Advisory Group | 0.03% | 15,829 | $621K |
| 22 | Kingdom Financial Group LLC. | 0.02% | 2,035 | $80K |
| 23 | Old Mission Capital LLC | 0.02% | 25,436 | $999K |
| 24 | Blue Bell Private Wealth Management, LLC | 0.01% | 1,040 | $41K |
| 25 | Osaic Holdings, INC. | 0.00% | 92,833 | $3.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|