44 tracked 13F filers disclose a position in YDEC as of the latest SEC 13F filings, a combined $60.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Luken Investment Analytics, LLC | $15.9M | 576K | ▲+5.7% Added · +31K sh | Q2 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 342K | ▼−7.8% Reduced · −29K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $6.5M | 247K | ▲+11% Added · +24K sh | Q1 2026 | |
| 4 | US BANCORP \DE\ | $4.8M | 182K | ▲+688% Added · +159K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.3M | 165K | ▲+24% Added · +32K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $3.8M | 144K | ▼−2.1% Reduced · −3K sh | Q1 2026 | |
| 7 | HARBOUR INVESTMENTS, INC. | $2.1M | 81K | ▲+25% Added · +16K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $2.1M | 79K | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 61K | ▲+360% Added · +48K sh | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Withheld | 43K | ▲+1.4% Added · +583 sh | Q2 2026 | |
| 11 | Corient Private Wealth LLC | $1.1M | 42K | —Held | Q1 2026 | |
| 12 | NorthCrest Asset Manangement, LLC | $1.1M | 38K | —Held | Q2 2026 | |
| 13 | Kestra Advisory Services, LLC | $746K | 27K | ▼−33% Reduced · −13K sh | Q2 2026 | |
| 14 | Csenge Advisory Group | $643K | 24K | ▲New +24K sh | Q1 2026 | |
| 15 | BFI Wealth Solutions, LLC | $606K | 23K | ▼−2.3% Reduced · −535 sh | Q1 2026 | |
| 16 | DHJJ Financial Advisors, Ltd. | $505K | 18K | ▼−5.1% Reduced · −995 sh | Q2 2026 | |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $486K | 18K | —Held | Q2 2026 | |
| 18 | Avidian Wealth Enterprises, LLC | $423K | 15K | —Held | Q2 2026 | |
| 19 | OLD MISSION CAPITAL LLC | $402K | 15K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 20 | Kovack Advisors, Inc. | $390K | 14K | ▲+2.0% Added · +283 sh | Q2 2026 | |
| 21 | Ignite Planners, LLC | $389K | 14K | ▼−5.7% Reduced · −845 sh | Q2 2026 | |
| 22 | First Heartland Consultants, Inc. | $352K | 13K | —Held | Q2 2026 | |
| 23 | WINNOW WEALTH LLC | $312K | 11K | ▼−2.2% Reduced · −260 sh | Q2 2026 | |
| 24 | Diligent Investors, LLC | $297K | 11K | —Held | Q2 2026 | |
| 25 | Fragasso Financial Advisors Inc | $292K | 11K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in YDEC and 4 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $8.0B |
| APPLE INCAAPL | 21 funds | $6.9B |
| NVIDIA CORPNVDA | 21 funds | $5.8B |
| MICROSOFT CORPMSFT | 21 funds | $5.7B |
| AMAZON.COM INCAMZN | 21 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 21 funds | $4.0B |
| VANGUARD GROWTH ETFVUG | 21 funds | $3.5B |
| VANGUARD VALUE ETFVTV | 21 funds | $3.3B |
| VANGUARD S&P 500 ETFVOO | 21 funds | $3.2B |
| ISHARES CORE U.S. AGGREGATEAGG | 21 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 21 funds | $2.7B |
Ranked by how many of YDEC's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/YDEC/capital-change-brief"
Use Arkolith's capital_change_brief for YDEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for YDEC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.