DECM

Ft Vest Us Eq Max Buf Dec

Latest period2026 - Q1Total superinvestors37

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 37 superinvestors own shares of Ft Vest Us Eq Max Buf Dec (DECM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Us Eq Max Buf Dec (DECM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Us Eq Max Buf Dec (DECM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Us Eq Max Buf Dec (DECM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Harold Williams@Precedent Wealth Partners, Llc
Recent Activity
Increased 81.9%
3.55%
$17.693M
541,614 shares@ 32.67 avg price
Michael OConnor@Capasso Planning Partners Llc
Recent Activity
New Position
1.32%
$2.431M
74,404 shares@ 32.67 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Decreased -19.66%
0.01%
$1.97M
60,299 shares@ 32.67 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 0.7%
0.01%
$1.895M
58,018 shares@ 32.67 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Decreased -1.71%
0.01%
$1.109M
33,953 shares@ 32.67 avg price
Anne Dorian@Mariner, Llc
Recent Activity
Decreased -3.78%
0.01%
$973,964
29,814 shares@ 32.67 avg price
Dan Mulvey@Atria Investments, Inc
Recent Activity
Decreased -3.78%
0.02%
$973,964
29,814 shares@ 32.67 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
0.19%
$854,530
26,158 shares@ 32.67 avg price
Ashley Smith-Roos@Clear Creek Financial Management, Llc
Recent Activity
Increased 11.48%
0.07%
$785,665
24,050 shares@ 32.67 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -2.78%
0.06%
$554,997
16,989 shares@ 32.67 avg price

1-10 of 37