DECT Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER10 DEC (DECT) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $42.56M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fwg Investments, Llc. is currently the largest disclosed institutional shareholder of DECT tracked by InsiderSet, reporting ownership valued at approximately $4.38M 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 $4.45M, representing an estimated gain of +1.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed DECT value among the investors covered in this analysis. Major shareholders include Fwg Investments, Llc., Wellment Financial, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER10 DEC (DECT).
This page ranks the largest institutional DECT 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
43
Total Reported Value
$42.56M
Largest Holder
Fwg Investments, Llc.
Largest Position
$4.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fwg Investments, Llc. | 2.32% | 111,567 | $4,380,436 | $4,454,212 | +$73,776 | +1.68% | |
| Wellment Financial | 4.17% | 96,242 | $3,878,532 | $3,842,375 | -$36,157 | -0.93% | |
| Osaic Holdings, Inc. | 0.00% | 92,833 | $3,644,625 | $3,706,274 | +$61,649 | +1.69% | |
| Smart Wealth Llc | 0.73% | 86,727 | $3,405,162 | $3,462,497 | +$57,335 | +1.68% | |
| Raymond James Financial Inc | 0.00% | 79,911 | $3,137,546 | $3,190,375 | +$52,829 | +1.68% | |
| Lpl Financial Llc | 0.00% | 73,073 | $2,869,065 | $2,917,374 | +$48,309 | +1.68% | |
| Richmond Brothers, Inc. | 1.23% | 60,114 | $2,360,258 | $2,399,997 | +$39,739 | +1.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 45,843 | $1,847,470 | $1,830,241 | -$17,229 | -0.93% | |
| Strategic Blueprint, Llc | 0.09% | 44,727 | $1,802,498 | $1,785,685 | -$16,813 | -0.93% | |
| Susquehanna International Group, Llp | 0.00% | 44,778 | $1,758,119 | $1,787,721 | +$29,602 | +1.68% | |
| Cetera Investment Advisers | 0.00% | 41,528 | $1,630,514 | $1,657,968 | +$27,454 | +1.68% | |
| Wealthplan Investment Management, Llc | 0.07% | 33,330 | $1,343,199 | $1,330,670 | -$12,529 | -0.93% | |
| Fsa Advisors, Inc. | 0.55% | 30,441 | $1,195,205 | $1,215,330 | +$20,125 | +1.68% | |
| Quest 10 Wealth Builders, Inc. | 0.88% | 29,271 | $1,179,621 | $1,168,618 | -$11,003 | -0.93% | |
| Lloyd Advisory Services, Llc. | 0.41% | 26,987 | $1,087,576 | $1,077,432 | -$10,144 | -0.93% | |
| Nvest Financial, Llc | 0.32% | 26,039 | $1,022,369 | $1,039,584 | +$17,215 | +1.68% | |
| Old Mission Capital Llc | 0.03% | 25,436 | $998,693 | $1,015,509 | +$16,816 | +1.68% | |
| Citadel Advisors Llc | 0.00% | 17,284 | $678,622 | $690,048 | +$11,426 | +1.68% | |
| Csenge Advisory Group | 0.03% | 15,829 | $621,494 | $631,959 | +$10,465 | +1.68% | |
| Wealthplan Partners, Llc | 0.10% | 13,842 | $557,833 | $552,629 | -$5,204 | -0.93% | |
| Kestra Advisory Services, Llc | 0.00% | 12,231 | $492,913 | $488,312 | -$4,601 | -0.93% | |
| Sanctuary Advisors, Llc | 0.00% | 12,290 | $482,542 | $490,667 | +$8,125 | +1.68% | |
| Harbour Investments, Inc. | 0.00% | 7,182 | $281,987 | $286,735 | +$4,748 | +1.68% | |
| Tounjian Advisory Partners, Llc | 0.10% | 5,780 | $226,940 | $230,761 | +$3,821 | +1.68% | |
| Lifewealth Investments, Llc | 0.06% | 5,506 | $221,892 | $219,822 | -$2,070 | -0.93% | |
| Grantvest Financial Group Llc | 0.13% | 5,395 | $217,418 | $215,391 | -$2,027 | -0.93% | |
| Davenport & Co Llc | 0.00% | 5,350 | $215,605 | $213,594 | -$2,011 | -0.93% | |
| Mosley Wealth Management | 0.06% | 4,863 | $198,410 | $194,151 | -$4,259 | -2.15% | |
| Allianz Se | 0.00% | 5,000 | $196,315 | $199,621 | +$3,306 | +1.68% | |
| Elevated Capital Advisors, Llc | 0.03% | 2,980 | $117,004 | $118,974 | +$1,970 | +1.68% | |
| Decker Retirement Planning Inc. | 0.04% | 2,812 | $113,324 | $112,267 | -$1,057 | -0.93% | |
| Networth Advisors, Llc | 0.05% | 2,106 | $82,688 | $84,080 | +$1,392 | +1.68% | |
| Kingdom Financial Group Llc. | 0.02% | 2,035 | $79,900 | $81,246 | +$1,346 | +1.68% | |
| Ifg Advisory, Llc | 0.00% | 1,944 | $76,327 | $77,612 | +$1,285 | +1.68% | |
| Key Capital Management, Inc | 0.03% | 1,381 | $54,222 | $55,135 | +$913 | +1.68% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 1,040 | $41,912 | $41,521 | -$391 | -0.93% | |
| Nbc Securities, Inc. | 0.00% | 500 | $20,150 | $19,962 | -$188 | -0.93% | |
| Barclays Plc | 0.00% | 444 | $17,433 | $17,726 | +$293 | +1.68% | |
| Jpmorgan Chase & Co | 0.00% | 298 | $11,644 | $11,897 | +$253 | +2.18% | |
| Assetmark, Inc | 0.00% | 160 | $6,448 | $6,388 | -$60 | -0.93% | |
| Creative Financial Designs Inc | 0.00% | 97 | $3,809 | $3,873 | +$64 | +1.67% | |
| Ifp Advisors, Inc | 0.00% | 70 | $2,821 | $2,795 | -$26 | -0.93% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 6,847 | $276 | $273,360 | +$273,084 | +98943.59% |
Frequently asked questions about DECT
Who are the largest institutional holders of DECT?
The largest institutional holders of DECT reported in the latest SEC Form 13F filings include Fwg Investments, Llc., Wellment Financial, Osaic Holdings, Inc., Smart Wealth Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported DECT position.
What is DECT institutional ownership?
This page tracks DECT positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER10 DEC (DECT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DECT?
InsiderSet currently tracks 43 institutional managers reporting DECT 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 DECT shareholders.
How much DECT stock do institutions own?
Institutional investment managers disclosed approximately $42.56M in DECT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DECT institutional ownership last updated?
The latest DECT 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 DECT 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 DECT position after the reporting date.
Are institutions buying or selling DECT?
Institutional buying and selling can be analyzed by comparing DECT positions across consecutive 13F reporting periods. InsiderSet's DECT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DECT ownership changes.
How has DECT institutional ownership changed over time?
InsiderSet tracks DECT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.