Who owns DEED
Which tracked institutional funds hold DEED, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DEED company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
4 tracked funds added or opened DEED while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DEED’s largest tracked holder by dollar value, GDS Wealth Management, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DEED divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 36 tracked filers holding DEED, 23 increased or opened the position and 14 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DEED between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- GOLDMAN SACHS GROUP INC$608K
Full exits 1
- GeoWealth Management, LLC$780K
Largest adds
- JANE STREET GROUP, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$958K
- GDS Wealth Management$584K
Largest trims
- NewEdge Advisors, LLC$6M
- Equitable Holdings, Inc.$2M
- RAYMOND JAMES FINANCIAL INC$530K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GDS Wealth Management added | 1,097,735 | $23M | 39.5% | 2026-Q1 |
| Guided Capital Wealth Management, LLC trimmed | 422,580 | $9M | 15.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 136,213 | $3M | 4.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 98,333 | $2M | 3.5% | 2026-Q1 |
| Milestones Private Investment Advisors LLC added | 97,485 | $2M | 3.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 87,791 | $2M | 3.2% | 2026-Q1 |
| Strategic Financial Partners, Ltd. added | 79,688 | $2M | 2.9% | 2026-Q1 |
| ALTFEST L J & CO INC added | 77,081 | $2M | 2.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 56,276 | $1M | 2.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 40,393 | $862K | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 38,364 | $818K | 1.4% | 2026-Q1 |
| Belpointe Asset Management LLC added | 37,273 | $795K | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 28,509 | $608K | 1.0% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 26,700 | $570K | 1.0% | 2026-Q1 |
| RIK SAYLOR FINANCIAL, INC. added | 25,380 | $541K | 0.9% | 2026-Q1 |
| HRT FINANCIAL LP new | 22,625 | $482K | 0.8% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 22,104 | $477K | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 18,571 | $396K | 0.7% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 18,302 | $390K | 0.7% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 18,302 | $390K | 0.7% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 17,765 | $379K | 0.6% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 297,487 | $302K | 0.5% | 2026-Q1 |
| Darwin Wealth Management, LLC added | 6,806 | $145K | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 5,737 | $122K | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. | 3,000 | $64K | 0.1% | 2026-Q1 |
| UBS Group AG added | 2,236 | $48K | 0.1% | 2026-Q1 |
| Root Financial Partners, LLC trimmed | 1,562 | $33K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,243 | $27K | 0.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 513 | $11K | 0.0% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 472 | $10K | 0.0% | 2026-Q1 |
| Ascentis Wealth Management, LLC | 306 | $7K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 244 | $5K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 176 | $4K | 0.0% | 2026-Q1 |
| Nova Wealth Management, Inc. | 150 | $3K | 0.0% | 2026-Q1 |
| Davis Capital Management | 67 | $1K | 0.0% | 2026-Q1 |
| Merkkuri Wealth Advisors LLC new | 3 | $62 | 0.0% | 2026-Q1 |
| Blackhawk Capital Partners, LLC added | 143,638 | $3M | 5.2% | 2025-Q3 stale |
| GeoWealth Management, LLC added | 36,134 | $780K | 1.3% | 2025-Q4 stale |
| Chicago Partners Investment Group LLC trimmed | 22,493 | $473K | 0.8% | 2025-Q1 stale |
| PUFF WEALTH MANAGEMENT, LLC trimmed | 21,505 | $464K | 0.8% | 2025-Q4 stale |
| Running Point Capital Advisors, LLC | 17,164 | $367K | 0.6% | 2025-Q3 stale |
| Prepared Retirement Institute LLC | 13,162 | $278K | 0.5% | 2025-Q2 stale |
| Modern Wealth Management, LLC trimmed | 10,278 | $222K | 0.4% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 6,754 | $146K | 0.2% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC added | 1,618 | $35K | 0.1% | 2025-Q3 stale |
| Scarborough Advisors, LLC added | 1,364 | $29K | 0.0% | 2025-Q2 stale |
| Park Square Financial Group, LLC | 803 | $17K | 0.0% | 2025-Q2 stale |
| OSAIC HOLDINGS, INC. trimmed | 634 | $13K | 0.0% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 78 | $2K | 0.0% | 2025-Q1 stale |
| Aptus Capital Advisors, LLC trimmed | 68 | $1K | 0.0% | 2025-Q3 stale |
| Motiv8 Investments LLC new | 31 | $1K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN | 1 | $15 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.