Who owns DECMWhat DECM owns — n/a

Who owns DECM?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of DECM from SEC Form 13F filings across 38 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 38 institutions disclosed 984,092 shares of DECM worth $32.8M; the largest disclosed holder is PRECEDENT WEALTH PARTNERS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$32.8M

value, 2026 filers

984,092

shares disclosed

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DECM's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	PRECEDENT WEALTH PARTNERS, LLC	403,734	$13.6M	2.3%	—	-25.5%
2	Capasso Planning Partners LLC	70,431	$2.4M	1.2%	—	-5.3%
3	Kestra Advisory Services, LLC	58,454	$2.0M	0.0%	—	-3.1%
4	COMMONWEALTH EQUITY SERVICES, LLC	53,874	$1.8M	0.0%	—	-7.1%
5	Mariner, LLC	31,787	$1.1M	0.0%	—	+6.6%
6	Atria Investments, Inc	28,706	$967,814	0.0%	—	-3.7%
7	OLD MISSION CAPITAL LLC	26,341	$888,078	0.0%	—	+116.7%
8	Madrona Financial Services, LLC	26,158	$881,909	0.2%	—	0.0%
9	ENVESTNET ASSET MANAGEMENT INC	24,292	$818,997	0.0%	—	-28.5%
10	Clear Creek Financial Management, LLC	23,900	$805,781	0.1%	—	-0.6%
11	HARBOUR INVESTMENTS, INC.	22,769	$767,650	0.0%	—	+38.4%
12	HBW ADVISORY SERVICES LLC	16,989	$572,779	0.1%	—	0.0%
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	16,222	$546,920	0.0%	—	+19.8%
14	Pinnacle Financial Partners, Inc.	15,033	$506,833	0.0%	—	0.0%
15	Cetera Investment Advisers	13,943	$470,084	0.0%	—	+27.8%
16	Legacy Capital Wealth Partners, LLC	13,210	$445,371	0.1%	—	0.0%
17	LPL Financial LLC	12,528	$422,378	0.0%	—	0.0%
18	Capital Analysts, LLC	11,593	$391	0.0%	—	0.0%
19	Americana Partners, LLC	11,298	$380,909	0.0%	—	-1.1%
20	Buck Wealth Strategies, LLC	10,400	$350,633	0.0%	—	0.0%
21	JANE STREET GROUP, LLC	10,118	$341,125	0.0%	—	+9.3%
22	MILESTONE ASSET MANAGEMENT, LLC	9,166	$309,029	0.0%	—	-5.5%
23	AE Wealth Management LLC	9,092	$306,534	0.0%	—	-39.5%
24	Commonwealth Financial Services, LLC	8,990	$303,095	0.0%	—	0.0%
25	TRUIST FINANCIAL CORP	8,852	$298,443	0.0%	—	+29.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.