DECM institutional holders

FIRST TR EXCHNG TRADED FD VI · 13F, 2026Q2

Managers holding39
Shares held991,872
Reported value$33.4m
Quarter flows4 new, 7 added, 11 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
PRECEDENT WEALTH PARTNERS, LLC403,734$13.6m2.3%
Capasso Planning Partners LLC70,431$2.4m1.2%
Kestra Advisory Services, LLC58,454$2.0m0.0%
COMMONWEALTH EQUITY SERVICES, LLC53,874$1.8m0.0%
Mariner, LLC31,787$1.1m0.0%
Atria Investments, Inc28,706$967,8140.0%
OLD MISSION CAPITAL LLC26,341$888,0780.0%
Madrona Financial Services, LLC26,158$881,9090.2%
ENVESTNET ASSET MANAGEMENT INC24,292$818,9970.0%
Clear Creek Financial Management, LLC23,900$805,7810.1%
HARBOUR INVESTMENTS, INC.22,769$767,6500.0%
HBW ADVISORY SERVICES LLC16,989$572,7790.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP16,222$546,9200.0%
Pinnacle Financial Partners, Inc.15,033$506,8330.0%
Cetera Investment Advisers13,943$470,0840.0%
Legacy Capital Wealth Partners, LLC13,210$445,3710.1%
LPL Financial LLC12,528$422,3780.0%
Capital Analysts, LLC11,593$391,0000.0%
Americana Partners, LLC11,298$380,9090.0%
Buck Wealth Strategies, LLC10,400$350,6330.0%
JANE STREET GROUP, LLC10,118$341,1250.0%
MILESTONE ASSET MANAGEMENT, LLC9,166$309,0290.0%
AE Wealth Management LLC9,092$306,5340.0%
Commonwealth Financial Services, LLC8,990$303,0950.0%
TRUIST FINANCIAL CORP8,852$298,4430.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DECM"). DECM price history · All 13F data

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