Institutional Holders (2026 Q1)
80 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DECW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | POM Investment Strategies, LLC | 7.40% | 178,365 | $6.0M |
| 2 | Wellment Financial | 5.30% | 128,126 | $4.3M |
| 3 | American Asset Management INC. | 4.78% | 164,816 | $5.5M |
| 4 | Authentikos Wealth Advisory, LLC | 4.50% | 199,404 | $6.7M |
| 5 | Access Financial Services, INC. | 2.90% | 244,852 | $8.2M |
| 6 | Integrated Wealth Management | 1.73% | 45,247 | $1.5M |
| 7 | Networth Advisors, LLC | 1.26% | 53,233 | $1.8M |
| 8 | Aegis Wealth Management, Inc. | 1.01% | 38,446 | $1.3M |
| 9 | Outlook Wealth Advisors, LLC | 0.81% | 100,551 | $3.4M |
| 10 | FSA Advisors, Inc. | 0.78% | 35,458 | $1.2M |
| 11 | Blackston Financial Advisory Group, LLC | 0.42% | 20,068 | $670K |
| 12 | Elevation Wealth Management LLC | 0.37% | 12,176 | $407K |
| 13 | Westshore Wealth, LLC | 0.30% | 25,223 | $843K |
| 14 | Grantvest Financial Group LLC | 0.21% | 9,651 | $322K |
| 15 | SMART Wealth LLC | 0.21% | 21,045 | $703K |
| 16 | Long Island Wealth Management, Inc. | 0.17% | 11,000 | $368K |
| 17 | AE Wealth Management LLC | 0.16% | 886,736 | $29.6M |
| 18 | Blue Water Asset Management | 0.16% | 13,664 | $457K |
| 19 | LeClair Wealth Partners LLC | 0.16% | 13,664 | $457K |
| 20 | Cypress Wealth Services, LLC | 0.16% | 32,910 | $1.1M |
| 21 | Quest 10 Wealth Builders, Inc. | 0.14% | 4,675 | $156K |
| 22 | Ankerstar Wealth, LLC | 0.13% | 3,611 | $121K |
| 23 | Golden Reserve Retirement LLC | 0.13% | 18,349 | $613K |
| 24 | Mid-American Wealth Advisory Group, Inc. | 0.10% | 7,131 | $242K |
| 25 | Joseph P. Lucia & Associates, LLC | 0.10% | 8,144 | $272K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|