— Know what they know.
Not Investment Advice

DECT Institutional Ownership

AllianzIM U.S. Equity Buffer10 Dec ETF
1W: -0.1% 1M: +0.9% 3M: +2.9% YTD: +10.8% 1Y: +14.3% 3Y: +55.8%
$40.58
+0.21 (+0.52%)
 
Weekly Expected Move ±1.0%
$40 $40 $41 $41 $41
ETF CBOE · AUM $128.2M

Institutional Ownership — DECT

53
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
101M
Total Invested
12
New Positions
8
Increased
25
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (57 total)

# Holder Shares Value Change Change % Holding Period Filing
1 AE Wealth Management LLC 1,476,569 $60M -17,205 -1.2% 15Q SEC ↗
2 FWG Investments, LLC. 111,567 $5M +12,690 +12.8% 7Q SEC ↗
3 Wellment Financial 99,732 $4M -5,315 -5.1% 7Q SEC ↗
4 OSAIC HOLDINGS, INC. 92,833 $4M -274 -0.3% 15Q SEC ↗
5 SMART Wealth LLC 86,727 $4M -17,103 -16.5% 3Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 79,911 $3M -786 -1.0% 7Q SEC ↗
7 LPL Financial LLC 73,073 $3M -3,097 -4.1% 8Q SEC ↗
8 COMMONWEALTH EQUITY SERVICES, LLC 63,824 $3M -1,648 -2.5% 15Q SEC ↗
9 Richmond Brothers, Inc. NEW 60,114 $2M — +0.0% 1Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,778 $2M +34,294 +327.1% 4Q SEC ↗
11 Strategic Blueprint, LLC 44,727 $2M — +0.0% 11Q SEC ↗
12 Cetera Investment Advisers 41,528 $2M -1,895 -4.4% 9Q SEC ↗
13 WealthPlan Investment Management, LLC 35,940 $1M -987 -2.7% 6Q SEC ↗
14 FSA Advisors, Inc. 30,441 $1M +155 +0.5% 7Q SEC ↗
15 Lloyd Advisory Services, LLC. 29,998 $1M +27,771 +1247.0% 3Q SEC ↗
16 Quest 10 Wealth Builders, Inc. 29,579 $1M +986 +3.4% 7Q SEC ↗
17 Nvest Financial, LLC 26,039 $1M -1,976 -7.1% 7Q SEC ↗
18 OLD MISSION CAPITAL LLC 25,436 $1M -23,169 -47.7% 5Q SEC ↗
19 CITADEL ADVISORS LLC 17,284 $701K +6,756 +64.2% 3Q SEC ↗
20 Csenge Advisory Group 15,829 $642K -6,188 -28.1% 7Q SEC ↗
21 WealthPLAN Partners, LLC 14,301 $580K -3,606 -20.1% 6Q SEC ↗
22 Sanctuary Advisors, LLC 12,290 $499K — +0.0% 3Q SEC ↗
23 Kestra Advisory Services, LLC 7,573 $307K -8,698 -53.5% 15Q SEC ↗
24 LifeWealth Investments, LLC 7,289 $296K -1,086 -13.0% 7Q SEC ↗
25 HARBOUR INVESTMENTS, INC. 7,182 $291K -2,693 -27.3% 11Q SEC ↗
26 TOUNJIAN ADVISORY PARTNERS, LLC NEW 5,780 $235K — +0.0% 1Q SEC ↗
27 Grantvest Financial Group LLC NEW 5,395 $219K — +0.0% 1Q SEC ↗
28 DAVENPORT & Co LLC NEW 5,350 $217K — +0.0% 1Q SEC ↗
29 Allianz SE 5,000 $203K — +0.0% 3Q SEC ↗
30 Mosley Wealth Management NEW 3,897 $158K — +0.0% 1Q SEC ↗
31 Elevated Capital Advisors, LLC 2,980 $121K -59 -1.9% 2Q SEC ↗
32 Decker Retirement Planning Inc. 2,204 $89K +1,561 +242.8% 3Q SEC ↗
33 Networth Advisors, LLC 2,106 $85K -20 -0.9% 3Q SEC ↗
34 Kingdom Financial Group LLC. 2,035 $83K -192 -8.6% 3Q SEC ↗
35 IFG Advisory, LLC NEW 1,944 $79K — +0.0% 1Q SEC ↗
36 AdvisorNet Financial, Inc 1,460 $59K — +0.0% 13Q SEC ↗
37 Key Capital Management, INC 1,381 $56K +200 +16.9% 3Q SEC ↗
38 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 1,040 $42K — +0.0% 10Q SEC ↗
39 COMPASS FINANCIAL MANAGEMENT LLC NEW 734 $30K — +0.0% 1Q SEC ↗
40 LANARK FINANCIAL, INC. 500 $20K — +0.0% 6Q SEC ↗
41 BARCLAYS PLC NEW 444 $18K — +0.0% 1Q SEC ↗
42 JPMORGAN CHASE & CO NEW 298 $12K — +0.0% 1Q SEC ↗
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 255 $10K — +0.0% 1Q SEC ↗
44 ASSETMARK, INC 160 $6K — +0.0% 2Q SEC ↗
45 CoreCap Advisors, LLC NEW 157 $6K — +0.0% 1Q SEC ↗
46 CREATIVE FINANCIAL DESIGNS INC /ADV 97 $4K -22 -18.5% 8Q SEC ↗
47 Montgomery Financial Services LLC NEW 73 $3K — +0.0% 1Q SEC ↗
48 IFP Advisors, Inc 70 $3K — +0.0% 5Q SEC ↗
49 Independent Advisor Alliance 0 $0K -14,300 -100.0% 1Q SEC ↗
50 Signal Advisors Wealth, LLC 0 $0K -6,263 -100.0% 1Q SEC ↗
Biggest Increases (8)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +34,294 +327.1% 44,778
Lloyd Advisory Services, LLC. +27,771 +1247.0% 29,998
FWG Investments, LLC. +12,690 +12.8% 111,567
CITADEL ADVISORS LLC +6,756 +64.2% 17,284
Decker Retirement Planning Inc. +1,561 +242.8% 2,204
Quest 10 Wealth Builders, Inc. +986 +3.4% 29,579
Key Capital Management, INC +200 +16.9% 1,381
FSA Advisors, Inc. +155 +0.5% 30,441
Biggest Decreases (20)
HolderReducedChange %Total Shares
OLD MISSION CAPITAL LLC -23,169 -47.7% 25,436
AE Wealth Management LLC -17,205 -1.2% 1,476,569
SMART Wealth LLC -17,103 -16.5% 86,727
Kestra Advisory Services, LLC -8,698 -53.5% 7,573
Csenge Advisory Group -6,188 -28.1% 15,829
Wellment Financial -5,315 -5.1% 99,732
WealthPLAN Partners, LLC -3,606 -20.1% 14,301
LPL Financial LLC -3,097 -4.1% 73,073
HARBOUR INVESTMENTS, INC. -2,693 -27.3% 7,182
Nvest Financial, LLC -1,976 -7.1% 26,039
Cetera Investment Advisers -1,895 -4.4% 41,528
COMMONWEALTH EQUITY SERVICES, LLC -1,648 -2.5% 63,824
LifeWealth Investments, LLC -1,086 -13.0% 7,289
WealthPlan Investment Management, L -987 -2.7% 35,940
RAYMOND JAMES FINANCIAL INC -786 -1.0% 79,911
OSAIC HOLDINGS, INC. -274 -0.3% 92,833
Kingdom Financial Group LLC. -192 -8.6% 2,035
Elevated Capital Advisors, LLC -59 -1.9% 2,980
CREATIVE FINANCIAL DESIGNS INC /ADV -22 -18.5% 97
Networth Advisors, LLC -20 -0.9% 2,106

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms