ALIANZIM US EQ BFR20 DEC-USD DECW
$35.65
+0.0% 52w: $32.14 – $35.66
Latest 13F among current holders filed 8 days ago (Aug 25, 2026)
Price — last 12 months
research preview data32.1433.9035.66
Aug 18, 2025 Jul 2, 2026
Institutional holders
82
+7 QoQ
13F value
$157.2M
+2.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DECW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | Wealth advisor | 886.7K | $29.6M | 0.2% | -0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 628.1K | $21.0M | 0.0% | -1.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 304.9K | $10.2M | 0.0% | -11.2% |
| ACCESS FINANCIAL SERVICES, INC. | Wealth advisor | 244.9K | $8.2M | 2.9% | +9.6% |
| LPL Financial LLC | Bank broker | 234.1K | $7.8M | 0.0% | -0.7% |
| Authentikos Wealth Advisory, LLC | Wealth advisor | 199.4K | $6.7M | — | -5.1% |
| POM Investment Strategies, LLC | Wealth advisor | 178.4K | $6.0M | 7.4% | New |
| AMERICAN ASSET MANAGEMENT INC. | Wealth advisor | 164.8K | $5.5M | 4.8% | -1.4% |
| Allianz SE | Wealth advisor | 157.9K | $5.3M | 0.1% | +3057.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 147.7K | $4.9M | 0.0% | -0.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 144.0K | $4.8M | 0.0% | +9.1% |
| Wellment Financial | Wealth advisor | 128.1K | $4.3M | — | -0.6% |
| Cetera Investment Advisers | Wealth advisor | 109.3K | $3.7M | 0.0% | -1.5% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 100.6K | $3.4M | 0.8% | -50.4% |
| Spire Wealth Management | Wealth advisor | 74.1K | $2.5M | 0.1% | -11.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 58.4K | $2.0M | 0.0% | New |
| OPPENHEIMER & CO INC | Diversified mechanical | 55.6K | $1.9M | 0.0% | New |
| Networth Advisors, LLC | Wealth advisor | 53.2K | $1.8M | 1.3% | -1.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 48.8K | $1.6M | 0.0% | Held |
| Integrated Wealth Management | Wealth advisor | 45.2K | $1.5M | — | +17.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 43.3K | $1.4M | 0.0% | -11.5% |
| Aegis Wealth Management, Inc. | Wealth advisor | 38.4K | $1.3M | 1.0% | +12.2% |
| FSA Advisors, Inc. | Wealth advisor | 35.5K | $1.2M | 0.8% | +13.9% |
| Focus Financial Network, Inc. | Wealth advisor | 33.8K | $1.1M | 0.0% | -3.1% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 33.2K | $1.1M | 0.0% | +410.4% |
| Cypress Wealth Services, LLC | Wealth advisor | 32.9K | $1.1M | 0.2% | -4.7% |
| First Heartland Consultants, Inc. | Wealth advisor | 30.8K | $1.0M | 0.1% | Held |
| World Investment Advisors | Wealth advisor | 25.4K | $848K | 0.0% | New |
| Westshore Wealth, LLC | Wealth advisor | 25.2K | $843K | 0.3% | +2.1% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 21.6K | $721K | 0.0% | +85.4% |
| SMART Wealth LLC | Wealth advisor | 21.0K | $703K | 0.2% | +33.6% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 20.1K | $676K | 0.1% | -1.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 20.2K | $675K | 0.0% | -15.3% |
| Blackston Financial Advisory Group, LLC | Wealth advisor | 20.1K | $670K | 0.4% | +2.0% |
| PFG Advisors | Wealth advisor | 19.2K | $641K | 0.0% | +0.8% |
| Golden Reserve Retirement LLC | Wealth advisor | 18.3K | $613K | — | +21.0% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 15.0K | $503K | 0.0% | -10.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 14.8K | $495K | 0.0% | +15.1% |
| AdvisorNet Financial, Inc | Wealth advisor | 14.0K | $467K | 0.0% | Held |
| Blue Water Asset Management | Wealth advisor | 13.7K | $457K | 0.2% | Held |
| LeClair Wealth Partners LLC | Wealth advisor | 13.7K | $457K | 0.2% | New |
| Csenge Advisory Group | Wealth advisor | 13.6K | $453K | 0.0% | +17.8% |
| Merit Financial Group, LLC | Wealth advisor | 12.2K | $407K | 0.0% | Held |
| Elevation Wealth Management LLC | Wealth advisor | 12.2K | $407K | 0.4% | -1.2% |
| Creative Planning | Wealth advisor | 11.7K | $392K | 0.0% | +3.1% |
| Advus Financial Partners, LLC | — | 11.4K | $379K | 0.1% | +8.6% |
| Tyche Wealth Partners LLC | Other | 11.0K | $368K | 0.1% | New |
| Long Island Wealth Management, Inc. | Wealth advisor | 11.0K | $368K | — | Held |
| Garden State Investment Advisory Services LLC | Wealth advisor | 10.8K | $359K | 0.1% | Held |
| Signal Advisors Wealth, LLC | Wealth advisor | 10.7K | $357K | 0.0% | -27.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.