As of the latest SEC filings, Diversified Energy Co (DEC) is held by 151 institutional funds. The largest fund shareholder is Columbia Overseas Value Fund (COAVX), holding an estimated $45,197,719.68 in market value, representing 0.66% of its portfolio.
Funds holding Diversified Energy Co (DEC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DEC
- CIK:
- 0001922446
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
COAVX
Columbia Overseas Value Fund
|
MF | Columbia Threadneedle | 0.66% | $45,197,719.68 | 3,284,718 | Feb 28, 2026 | Apr 27, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $26,778,561.92 | 1,535,468 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.03% | $24,623,149.16 | 1,138,679 | Mar 31, 2026 | May 28, 2026 |
|
AVDV
Avantis International Small Cap Value ETF
|
ETF | American Century | 0.08% | $14,804,890.84 | 1,054,152 | Feb 28, 2026 | Apr 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $12,108,853.60 | 694,315 | Mar 31, 2026 | May 28, 2026 |
|
FCG
First Trust Natural Gas ETF
|
ETF | First Trust | 1.24% | $10,543,613.60 | 604,565 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $10,479,892.95 | 629,423 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.08% | $9,394,596.64 | 538,681 | Mar 31, 2026 | May 28, 2026 |
|
AFDVX
Applied Finance Explorer Fund
|
MF | Independent / Boutique | 0.71% | $7,059,600.00 | 424,000 | Apr 30, 2026 | May 29, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.36% | $7,020,088.32 | 402,528 | Mar 31, 2026 | Jun 1, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,237,956.16 | 307,991 | Feb 28, 2026 | Apr 28, 2026 |
|
IEVAX
Columbia Global Value Fund
|
MF | Columbia Threadneedle | 0.47% | $4,121,106.24 | 299,499 | Feb 28, 2026 | Apr 27, 2026 |
|
-
THE UNITED KINGDOM SMALL COMPANY SERIES
|
ETF | Dimensional Fund Advisors | 0.18% | $3,180,735.15 | 193,262 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.23% | $2,773,727.36 | 159,044 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.03% | $2,297,133.90 | 137,966 | Apr 30, 2026 | Jun 25, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.02% | $2,198,472.15 | 98,838 | Apr 30, 2026 | Jun 26, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.11% | $2,153,055.20 | 123,455 | Mar 31, 2026 | Jun 1, 2026 |
|
SFLO
VictoryShares Small Cap Free Cash Flow ETF
|
ETF | Independent / Boutique | 0.39% | $1,929,945.28 | 110,662 | Mar 31, 2026 | May 28, 2026 |
|
FNDC
Schwab Fundamental International Small Equity ETF
|
ETF | Charles Schwab | 0.06% | $1,891,702.62 | 136,078 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHC
Schwab International Small-Cap Equity ETF
|
ETF | Charles Schwab | 0.03% | $1,783,645.45 | 128,305 | Feb 28, 2026 | Apr 24, 2026 |
|
VCFVX
International Value Fund
|
MF | Corebridge / VALIC | 0.35% | $1,771,668.80 | 128,755 | Feb 28, 2026 | Apr 29, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.04% | $1,727,536.64 | 99,056 | Mar 31, 2026 | May 28, 2026 |
|
FENY
Fidelity MSCI Energy Index ETF
|
ETF | Fidelity | 0.08% | $1,716,415.20 | 103,088 | Apr 30, 2026 | Jun 23, 2026 |
|
GDV
Gabelli Dividend & Income Trust
|
CEF | GAMCO / Gabelli | 0.06% | $1,708,808.64 | 80,000 | Mar 31, 2026 | Jun 1, 2026 |
|
TINRX
Nuveen Equity Index Fund
|
MF | TIAA / Nuveen | 0.00% | $1,654,693.65 | 99,381 | Apr 30, 2026 | Jun 24, 2026 |
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