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Institutional Ownership · SEC Form 13F

Who owns GDEC


Which tracked institutional funds hold GDEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GDEC company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

104
Institutional holders
6M
Shares held (tracked funds)

How the tape is positioned

20 tracked funds added or opened GDEC while 12 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

GDEC’s largest tracked holder by dollar value, HOLLENCREST CAPITAL MANAGEMENT, sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GDEC 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 104 tracked filers holding GDEC, 30 increased or opened the position and 52 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 GDEC 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

  • CITADEL ADVISORS LLC$913K

Full exits 7

  • Ausdal Financial Partners, Inc.$15M
  • Janney Montgomery Scott LLC$4M
  • Wood Tarver Financial Group, LLC$2M
  • Cambridge Investment Research Advisors, Inc.$1M
  • Sunbelt Securities, Inc.$835K
  • Strategic Blueprint, LLC$658K

Largest adds

  • Farther Finance Advisors, LLC$4M
  • First International Bank of Israel Ltd.$3M
  • HOLLENCREST CAPITAL MANAGEMENT$1M
  • OSAIC HOLDINGS, INC.$1M
  • NewEdge Advisors, LLC$1M
  • JPMORGAN CHASE & CO$832K

Largest trims

  • Kestra Advisory Services, LLC$1M
  • COMMONWEALTH EQUITY SERVICES, LLC$845K
  • Bouchey Financial Group, Ltd.$775K
  • Americana Partners, LLC$653K
  • OLD MISSION CAPITAL LLC$358K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
HOLLENCREST CAPITAL MANAGEMENT trimmed1,073,956$43M19.1%2026-Q2
First International Bank of Israel Ltd.1,032,000$41M18.3%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed476,098$19M8.5%2026-Q2
Archer Investment Corp trimmed326,230$13M5.8%2026-Q2
Cetera Investment Advisers trimmed252,369$10M4.5%2026-Q2
NEW WAVE WEALTH ADVISORS LLC added221,872$9M3.9%2026-Q2
HARBOUR INVESTMENTS, INC. trimmed174,568$7M3.1%2026-Q2
OSAIC HOLDINGS, INC. added170,204$7M3.0%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed133,540$5M2.4%2026-Q2
LPL Financial LLC trimmed128,058$5M2.3%2026-Q2
Gladstone Institutional Advisory LLC trimmed118,200$5M2.1%2026-Q2
Farther Finance Advisors, LLC added110,765$4M2.0%2026-Q2
Kestra Advisory Services, LLC trimmed98,406$4M1.7%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added89,988$4M1.6%2026-Q2
BECK CAPITAL MANAGEMENT, LLC trimmed67,528$3M1.2%2026-Q2
Americana Partners, LLC trimmed64,952$3M1.2%2026-Q2
US BANCORP \DE\ added63,100$3M1.1%2026-Q2
SUMMIT WEALTH GROUP LLC / CO54,449$2M1.0%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added48,852$2M0.9%2026-Q2
Tanglewood Legacy Advisors, LLC42,501$2M0.8%2026-Q2
Concurrent Investment Advisors, LLC trimmed39,516$2M0.7%2026-Q2
Clearstead Advisors, LLC39,283$2M0.7%2026-Q2
MML INVESTORS SERVICES, LLC added36,081$1M0.6%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed34,847$121K0.1%2026-Q2
NorthCrest Asset Manangement, LLC31,887$1M0.6%2026-Q2
NewEdge Advisors, LLC added30,180$1M0.5%2026-Q2
MGO ONE SEVEN LLC trimmed30,006$1M0.5%2026-Q2
MAI Capital Management trimmed29,323$1M0.5%2026-Q2
Avidian Wealth Enterprises, LLC26,051$1M0.5%2026-Q2
Arkadios Wealth Advisors25,242$1M0.4%2026-Q2
Triumph Capital Management25,000$995K0.4%2026-Q2
OLD MISSION CAPITAL LLC trimmed24,549$977K0.4%2026-Q2
CITADEL ADVISORS LLC added22,927$913K0.4%2026-Q2
JPMORGAN CHASE & CO added21,652$859K0.4%2026-Q2
UPTICK PARTNERS, LLC added19,841$790K0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added19,532$777K0.3%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed19,170$763K0.3%2026-Q2
BFI Wealth Solutions, LLC added18,498$736K0.3%2026-Q2
FSB PREMIER WEALTH MANAGEMENT, INC. trimmed18,116$721K0.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC17,600$701K0.3%2026-Q2
HBW ADVISORY SERVICES LLC trimmed17,261$687K0.3%2026-Q2
Sequent Planning LLC16,920$673K0.3%2026-Q2
REAP Financial Group, LLC trimmed16,452$655K0.3%2026-Q2
Pinnacle Wealth Planning Services, Inc.15,830$630K0.3%2026-Q2
LVZ, Inc.14,608$581K0.3%2026-Q2
Madrona Financial Services, LLC14,515$578K0.3%2026-Q2
Ameritas Advisory Services, LLC added13,823$550K0.2%2026-Q2
TRUIST FINANCIAL CORP trimmed12,855$512K0.2%2026-Q2
Arax Advisory Partners added12,752$508K0.2%2026-Q2
Prime Capital Investment Advisors, LLC11,583$461K0.2%2026-Q2
CoreCap Advisors, LLC added10,057$400K0.2%2026-Q2
DHJJ Financial Advisors, Ltd. trimmed8,849$352K0.2%2026-Q2
Mariner, LLC8,763$349K0.2%2026-Q2
Brookstone Capital Management trimmed8,514$339K0.2%2026-Q2
IFG Advisory, LLC added8,456$337K0.2%2026-Q2
REICON WEALTH ADVISORS, LLC trimmed8,304$331K0.1%2026-Q2
Mutual Advisors, LLC trimmed8,076$321K0.1%2026-Q2
Lifeworks Advisors, LLC7,834$312K0.1%2026-Q2
Bouchey Financial Group, Ltd. trimmed7,766$309K0.1%2026-Q2
Diligent Investors, LLC7,500$299K0.1%2026-Q2
Kingsview Wealth Management, LLC trimmed7,457$297K0.1%2026-Q2
Chris Bulman Inc7,432$296K0.1%2026-Q2
Signal Advisors Wealth, LLC trimmed7,001$279K0.1%2026-Q2
MONEY CONCEPTS CAPITAL CORP trimmed6,918$275K0.1%2026-Q2
Keating Financial Advisory Services, Inc. trimmed6,782$270K0.1%2026-Q2
Alpha Financial Partners LLC6,645$264K0.1%2026-Q2
Grantvest Financial Group LLC trimmed6,477$258K0.1%2026-Q2
Steward Partners Investment Advisory, LLC6,351$253K0.1%2026-Q2
AE Wealth Management LLC trimmed6,311$251K0.1%2026-Q2
ROYAL BANK OF CANADA6,279$250K0.1%2026-Q2
Gallagher Fiduciary Advisors, LLC6,132$244K0.1%2026-Q2
Integras Partners LLC new6,000$239K0.1%2026-Q2
Rehmann Capital Advisory Group5,995$239K0.1%2026-Q2
Sanctuary Advisors, LLC trimmed5,842$233K0.1%2026-Q2
Robertson Stephens Wealth Management, LLC5,781$230K0.1%2026-Q2
Stratos Wealth Advisors, LLC5,534$220K0.1%2026-Q2
Capasso Planning Partners LLC new5,303$211K0.1%2026-Q2
Foundations Investment Advisors, LLC trimmed5,249$209K0.1%2026-Q2
Integrity Financial Corp /WA trimmed4,258$169K0.1%2026-Q2
COMPASS FINANCIAL MANAGEMENT LLC new3,979$160K0.1%2026-Q2
Aptus Capital Advisors, LLC3,500$139K0.1%2026-Q2
EVOLUTION WEALTH MANAGEMENT INC. trimmed3,487$139K0.1%2026-Q2
IFP Advisors, Inc added3,042$121K0.1%2026-Q2
Topsail Wealth Management, LLC2,800$111K0.0%2026-Q2
Spire Wealth Management2,500$100K0.0%2026-Q2
Ashton Thomas Private Wealth, LLC2,200$88K0.0%2026-Q2
TRUST CO OF VERMONT new1,987$79K0.0%2026-Q2
Noble Wealth Management PBC1,900$76K0.0%2026-Q2
BARCLAYS PLC added1,740$69K0.0%2026-Q2
LANARK FINANCIAL, INC. added1,525$61K0.0%2026-Q2
FIFTH THIRD BANCORP1,478$59K0.0%2026-Q2
Integrated Wealth Concepts LLC new1,036$41K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed935$37K0.0%2026-Q2
UBS Group AG added800$32K0.0%2026-Q2
Signature Equity Partners, LLC600$24K0.0%2026-Q2
Financial Network Wealth Advisors LLC531$21K0.0%2026-Q2
MORGAN STANLEY471$19K0.0%2026-Q2
Geneos Wealth Management Inc.400$16K0.0%2026-Q2
Parallel Advisors, LLC350$14K0.0%2026-Q2
Ritter Daniher Financial Advisory LLC / DE250$10K0.0%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership