DECM Institutional Ownership & Shareholders
FT VEST US EQ MAX BUF DEC (DECM) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $33.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Precedent Wealth Partners, Llc is currently the largest disclosed institutional shareholder of DECM tracked by InsiderSet, reporting ownership valued at approximately $13.61M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.89M, representing an estimated gain of +2.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed DECM value among the investors covered in this analysis. Major shareholders include Precedent Wealth Partners, Llc, Capasso Planning Partners Llc, Kestra Advisory Services, Llc, and several other long-term asset managers with concentrated positions in FT VEST US EQ MAX BUF DEC (DECM).
This page ranks the largest institutional DECM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$33.14M
Largest Holder
Precedent Wealth Partners, Llc
Largest Position
$13.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Precedent Wealth Partners, Llc | 2.26% | 403,734 | $13,611,771 | $13,890,468 | +$278,697 | +2.05% | |
| Capasso Planning Partners Llc | 1.18% | 70,431 | $2,374,560 | $2,423,179 | +$48,619 | +2.05% | |
| Kestra Advisory Services, Llc | 0.01% | 58,454 | $1,970,759 | $2,011,110 | +$40,351 | +2.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 53,874 | $1,816,341 | $1,853,535 | +$37,194 | +2.05% | |
| Mariner, Llc | 0.00% | 31,787 | $1,071,689 | $1,093,632 | +$21,943 | +2.05% | |
| Atria Investments, Inc | 0.01% | 28,706 | $967,814 | $987,630 | +$19,816 | +2.05% | |
| Old Mission Capital Llc | 0.02% | 26,341 | $888,078 | $906,262 | +$18,184 | +2.05% | |
| Madrona Financial Services, Llc | 0.16% | 26,158 | $881,909 | $899,966 | +$18,057 | +2.05% | |
| Envestnet Asset Management Inc | 0.00% | 24,292 | $818,997 | $835,766 | +$16,769 | +2.05% | |
| Clear Creek Financial Management, Llc | 0.05% | 23,900 | $805,781 | $822,280 | +$16,499 | +2.05% | |
| Harbour Investments, Inc. | 0.01% | 22,769 | $767,650 | $783,367 | +$15,717 | +2.05% | |
| Hbw Advisory Services Llc | 0.05% | 16,989 | $572,779 | $584,507 | +$11,728 | +2.05% | |
| Susquehanna International Group, Llp | 0.00% | 16,222 | $546,920 | $558,118 | +$11,198 | +2.05% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 15,033 | $506,833 | $517,210 | +$10,377 | +2.05% | |
| Cetera Investment Advisers | 0.00% | 13,943 | $470,084 | $479,709 | +$9,625 | +2.05% | |
| Legacy Capital Wealth Partners, Llc | 0.09% | 13,210 | $445,371 | $454,490 | +$9,119 | +2.05% | |
| Lpl Financial Llc | 0.00% | 12,528 | $422,378 | $431,026 | +$8,648 | +2.05% | |
| Capital Analysts, Llc | 0.01% | 11,593 | $391,000 | $398,857 | +$7,857 | +2.01% | |
| Americana Partners, Llc | 0.01% | 11,298 | $380,909 | $388,708 | +$7,799 | +2.05% | |
| Buck Wealth Strategies, Llc | 0.04% | 10,400 | $350,633 | $357,812 | +$7,179 | +2.05% | |
| Jane Street Group, Llc | 0.00% | 10,118 | $341,125 | $348,110 | +$6,985 | +2.05% | |
| Milestone Asset Management, Llc | 0.05% | 9,166 | $309,029 | $315,356 | +$6,327 | +2.05% | |
| Commonwealth Financial Services, Llc | 0.04% | 8,990 | $303,095 | $309,301 | +$6,206 | +2.05% | |
| Truist Financial Corp | 0.00% | 8,852 | $298,443 | $304,553 | +$6,110 | +2.05% | |
| Lvz, Inc. | 0.03% | 8,573 | $289,036 | $294,954 | +$5,918 | +2.05% | |
| Cwm, Llc | 0.00% | 7,208 | $235,471 | $247,991 | +$12,520 | +5.32% | |
| Newedge Advisors, Llc | 0.00% | 6,800 | $229,260 | $233,954 | +$4,694 | +2.05% | |
| Security Financial Services, Inc. | 0.03% | 6,491 | $218,842 | $223,323 | +$4,481 | +2.05% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 6,235 | $210,211 | $214,515 | +$4,304 | +2.05% | |
| Grantvest Financial Group Llc | 0.12% | 5,965 | $201,108 | $205,226 | +$4,118 | +2.05% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,049 | $102,796 | $104,901 | +$2,105 | +2.05% | |
| Evolution Wealth Management Inc. | 0.05% | 2,675 | $90,187 | $92,033 | +$1,846 | +2.05% | |
| Capital Investment Advisory Services, Llc | 0.00% | 1,995 | $67,261 | $68,638 | +$1,377 | +2.05% | |
| Action Point Financial Planning, Llc | 0.01% | 1,655 | $55,798 | $56,940 | +$1,142 | +2.05% | |
| Osaic Holdings, Inc. | 0.00% | 1,583 | $53,370 | $54,463 | +$1,093 | +2.05% | |
| Corecap Advisors, Llc | 0.00% | 908 | $31,130 | $31,240 | +$110 | +0.35% | |
| Noble Wealth Management Pbc | 0.01% | 500 | $17,142 | $17,203 | +$61 | +0.35% | |
| Jpmorgan Chase & Co | 0.00% | 479 | $16,126 | $16,480 | +$354 | +2.20% | |
| Integrity Financial Corp | 0.00% | 212 | $7,148 | $7,294 | +$146 | +2.04% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 7,780 | $262 | $267,671 | +$267,409 | +102064.47% |
Frequently asked questions about DECM
Who are the largest institutional holders of DECM?
The largest institutional holders of DECM reported in the latest SEC Form 13F filings include Precedent Wealth Partners, Llc, Capasso Planning Partners Llc, Kestra Advisory Services, Llc, Commonwealth Equity Services, Llc, and Mariner, Llc. InsiderSet ranks institutional holders by their latest reported DECM position.
What is DECM institutional ownership?
This page tracks DECM positions reported by institutional investment managers through SEC Form 13F. FT VEST US EQ MAX BUF DEC (DECM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DECM?
InsiderSet currently tracks 40 institutional managers reporting DECM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DECM shareholders.
How much DECM stock do institutions own?
Institutional investment managers disclosed approximately $33.14M in DECM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DECM institutional ownership last updated?
The latest DECM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DECM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DECM position after the reporting date.
Are institutions buying or selling DECM?
Institutional buying and selling can be analyzed by comparing DECM positions across consecutive 13F reporting periods. InsiderSet's DECM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DECM ownership changes.
How has DECM institutional ownership changed over time?
InsiderSet tracks DECM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.