Institutional Holders (2026 Q2)
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 | 7.49% | 185,426 | $6.6M |
| 2 | Wellment Financial | 5.28% | 129,916 | $4.6M |
| 3 | American Asset Management INC. | 4.68% | 161,052 | $5.7M |
| 4 | Access Financial Services, INC. | 2.57% | 220,052 | $7.8M |
| 5 | Integrated Wealth Management | 1.87% | 49,676 | $1.8M |
| 6 | Networth Advisors, LLC | 1.14% | 55,130 | $2.0M |
| 7 | Aegis Wealth Management, Inc. | 0.92% | 39,855 | $1.4M |
| 8 | Outlook Wealth Advisors, LLC | 0.78% | 100,801 | $3.6M |
| 9 | FSA Advisors, Inc. | 0.63% | 38,448 | $1.4M |
| 10 | Blackston Financial Advisory Group, LLC | 0.38% | 18,998 | $677K |
| 11 | Lloyd Advisory Services, LLC. | 0.37% | 27,102 | $966K |
| 12 | Tounjian Advisory Partners, LLC | 0.33% | 21,690 | $773K |
| 13 | Elevation Wealth Management LLC | 0.32% | 12,176 | $434K |
| 14 | Westshore Wealth, LLC | 0.28% | 25,223 | $899K |
| 15 | Grantvest Financial Group LLC | 0.19% | 9,369 | $334K |
| 16 | Innovative Asset Advisors Group, LLC | 0.19% | 12,306 | $439K |
| 17 | Long Island Wealth Management, Inc. | 0.16% | 11,000 | $392K |
| 18 | Blue Water Asset Management | 0.16% | 13,664 | $487K |
| 19 | Mosley Wealth Management | 0.15% | 13,195 | $470K |
| 20 | AE Wealth Management LLC | 0.15% | 897,549 | $32.0M |
| 21 | Quest 10 Wealth Builders, Inc. | 0.13% | 4,623 | $165K |
| 22 | SMART Wealth LLC | 0.13% | 16,633 | $593K |
| 23 | Cypress Wealth Services, LLC | 0.11% | 24,866 | $886K |
| 24 | Ankerstar Wealth, LLC | 0.11% | 3,611 | $129K |
| 25 | Joseph P. Lucia & Associates, LLC | 0.09% | 8,069 | $288K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|