FT VEST US EQUITY MODERATE B GDEC
$39.79
+0.1% 52w: $34.34 – $39.84
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data34.3437.0939.84
Jun 20, 2025 Jul 2, 2026
Institutional holders
107
+1 QoQ
13F value
$232.0M
+2.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$58K calls / — puts
Institutional value by quarter
Number of holders
Who owns GDEC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT | Wealth advisor | 1.1M | $41.3M | 1.5% | +0.2% |
| First International Bank of Israel Ltd. | Wealth advisor | 1.0M | $38.2M | 11.2% | +317.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 489.4K | $18.1M | 0.0% | +3.0% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 392.0K | $14.5M | 0.6% | +0.8% |
| Archer Investment Corp | Wealth advisor | 337.9K | $12.5M | 2.7% | -0.3% |
| Cetera Investment Advisers | Wealth advisor | 257.2K | $9.5M | 0.0% | -36.8% |
| NEW WAVE WEALTH ADVISORS LLC | Wealth advisor | 216.5K | $8.0M | 2.8% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 178.8K | $6.6M | 0.1% | +15.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 166.4K | $6.2M | 0.0% | -1.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 144.0K | $5.3M | 0.0% | -16.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 137.4K | $5.1M | 0.0% | +45.7% |
| LPL Financial LLC | Bank broker | 129.1K | $4.8M | 0.0% | -3.6% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 119.7K | $4.4M | 0.2% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 109.0K | $4.0M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 89.0K | $3.3M | 0.0% | -83.0% |
| Americana Partners, LLC | Other | 87.5K | $3.2M | 0.1% | -30.9% |
| BECK CAPITAL MANAGEMENT, LLC | Other | 70.0K | $2.6M | 0.6% | -2.4% |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 54.4K | $2.0M | 0.2% | New |
| Wood Tarver Financial Group, LLC | Wealth advisor | 51.3K | $1.9M | 0.5% | +151.3% |
| US BANCORP \DE\ | Wealth advisor | 50.2K | $1.9M | 0.0% | +27.1% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 46.4K | $1.8M | 0.1% | +14.0% |
| Tanglewood Legacy Advisors, LLC | Wealth advisor | 42.5K | $1.6M | 0.6% | +13.0% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 42.1K | $1.6M | 0.0% | +65.1% |
| Clearstead Advisors, LLC | Wealth advisor | 39.3K | $1.5M | 0.0% | Held |
| OLD MISSION CAPITAL LLC | Wealth advisor | 36.1K | $1.3M | 0.0% | +23.4% |
| MGO ONE SEVEN LLC | Wealth advisor | 35.6K | $1.3M | 0.0% | +1.1% |
| MAI Capital Management | Wealth advisor | 32.5K | $1.2M | 0.0% | -9.4% |
| NorthCrest Asset Manangement, LLC | Other | 31.9K | $1.2M | 0.0% | -26.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 30.0K | $1.1M | 0.0% | -6.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 29.8K | $1.1M | 0.0% | -2.3% |
| Bouchey Financial Group Ltd | Wealth advisor | 28.5K | $1.1M | 0.1% | +146.8% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 26.1K | $964K | 0.0% | Held |
| Arkadios Wealth Advisors | Wealth advisor | 25.2K | $934K | 0.0% | +15.7% |
| Triumph Capital Management | Wealth advisor | 25.0K | $926K | 0.2% | Held |
| Sunbelt Securities, Inc. | Diversified mechanical | 22.6K | $835K | 0.1% | -6.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 22.0K | $813K | 0.0% | -69.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 19.5K | $723K | 0.0% | +11.2% |
| UPTICK PARTNERS, LLC | Wealth advisor | 19.0K | $704K | 0.1% | -2.4% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | Wealth advisor | 18.2K | $674K | 0.2% | -0.5% |
| Strategic Blueprint, LLC | Wealth advisor | 17.8K | $658K | 0.0% | New |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 17.6K | $652K | 0.0% | Held |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 17.4K | $643K | 0.1% | +36.0% |
| BFI Wealth Solutions, LLC | Wealth advisor | 17.0K | $635K | 0.6% | -0.4% |
| Sequent Planning LLC | Wealth advisor | 16.9K | $626K | 0.2% | +7.0% |
| REAP Financial Group, LLC | Wealth advisor | 16.7K | $617K | 0.1% | -9.6% |
| Pinnacle Wealth Planning Services, Inc. | Other | 15.8K | $586K | 0.1% | +99.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 15.8K | $585K | 0.0% | +25.2% |
| Catalina Capital Group, LLC | Wealth advisor | 15.5K | $574K | 0.4% | -1.5% |
| LVZ, Inc. | Wealth advisor | 14.6K | $541K | 0.1% | +42.0% |
| Madrona Financial Services, LLC | Wealth advisor | 14.5K | $537K | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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