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-Q2 13F filings (latest filed 2026-08-17). 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 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 1.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.2pp 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 2026-Q1 and 2026-Q2, across 33 tracked filers holding DEED, 17 increased or opened the position and 20 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 2026-Q1 and 2026-Q2 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
- Vise Technologies, Inc.$2M
Full exits 1
- GOLDMAN SACHS GROUP INC$608K
Largest adds
- NewEdge Advisors, LLC$4M
- CITADEL ADVISORS LLC$1M
- GDS Wealth Management$1M
Largest trims
- RAYMOND JAMES FINANCIAL INC$2M
- JANE STREET GROUP, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$889K
- Guided Capital Wealth Management, LLC$504K
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 | 1,149,150 | $25M | 39.2% | 2026-Q2 |
| Guided Capital Wealth Management, LLC trimmed | 398,039 | $9M | 13.6% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 219,232 | $5M | 7.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 100,748 | $2M | 3.4% | 2026-Q2 |
| Vise Technologies, Inc. new | 98,942 | $2M | 3.4% | 2026-Q2 |
| Milestones Private Investment Advisors LLC added | 98,676 | $2M | 3.4% | 2026-Q2 |
| Strategic Financial Partners, Ltd. added | 83,760 | $2M | 2.9% | 2026-Q2 |
| ALTFEST L J & CO INC added | 80,692 | $2M | 2.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 79,889 | $2M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 52,278 | $1M | 1.8% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 42,274 | $904K | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 38,373 | $820K | 1.3% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 31,319 | $670K | 1.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 26,700 | $571K | 0.9% | 2026-Q2 |
| RIK SAYLOR FINANCIAL, INC. trimmed | 25,243 | $540K | 0.9% | 2026-Q2 |
| Equitable Holdings, Inc. added | 23,211 | $496K | 0.8% | 2026-Q2 |
| PUFF WEALTH MANAGEMENT, LLC trimmed | 19,409 | $415K | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,575 | $312K | 0.5% | 2026-Q2 |
| TCFG Investment Advisors, LLC trimmed | 13,594 | $291K | 0.5% | 2026-Q2 |
| NI ACQUISITIONS COMPANY, LLC new | 10,632 | $227K | 0.4% | 2026-Q2 |
| Darwin Wealth Management, LLC added | 6,874 | $147K | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 4,963 | $106K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 3,000 | $64K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,650 | $35K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 966 | $21K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 809 | $17K | 0.0% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 478 | $10K | 0.0% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 6,542 | $7K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 244 | $5K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 226 | $5K | 0.0% | 2026-Q2 |
| Nova Wealth Management, Inc. | 150 | $3K | 0.0% | 2026-Q2 |
| Davis Capital Management | 67 | $1K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 8 | $160 | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 28,509 | $608K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 22,625 | $482K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 18,571 | $396K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| TCFG WEALTH MANAGEMENT, LLC added | 18,302 | $390K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Signal Advisors Wealth, LLC added | 17,765 | $379K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 2,236 | $48K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC trimmed | 1,562 | $33K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 513 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Merkkuri Wealth Advisors LLC new | 3 | $62 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Modern Wealth Management, LLC trimmed | 10,278 | $222K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 6,754 | $146K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Motiv8 Investments LLC new | 31 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Blackhawk Capital Partners, LLC added | 143,638 | $3M | 4.9% | 2025-Q3 stale (3 quarters behind) |
| Running Point Capital Advisors, LLC | 17,164 | $367K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC added | 1,618 | $35K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Aptus Capital Advisors, LLC trimmed | 68 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WELLS FARGO & COMPANY/MN | 1 | $15 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Prepared Retirement Institute LLC | 13,162 | $278K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Scarborough Advisors, LLC new | 1,364 | $29K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC | 803 | $17K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.