DEED Institutional Ownership & Shareholders
FIRST TRUST TCW SEC PLUS ETF (DEED) is currently held by 32 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $49.35M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Gds Wealth Management is currently the largest disclosed institutional shareholder of DEED tracked by InsiderSet, reporting ownership valued at approximately $18.95M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.39M, representing an estimated gain of +2.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed DEED value among the investors covered in this analysis. Major shareholders include Gds Wealth Management, Guided Capital Wealth Management, Llc, Newedge Advisors, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST TCW SEC PLUS ETF (DEED).
This page ranks the largest institutional DEED shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
32
Total Reported Value
$49.35M
Largest Holder
Gds Wealth Management
Largest Position
$18.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gds Wealth Management | 0.85% | 934,881 | $18,950,034 | $19,389,432 | +$439,398 | +2.32% | |
| Guided Capital Wealth Management, Llc | 4.60% | 391,261 | $7,930,860 | $8,114,753 | +$183,893 | +2.32% | |
| Newedge Advisors, Llc | 0.01% | 219,232 | $4,687,184 | $4,546,872 | -$140,312 | -2.99% | |
| Citadel Advisors Llc | 0.00% | 100,748 | $2,153,992 | $2,089,514 | -$64,478 | -2.99% | |
| Milestones Private Investment Advisors Llc | 1.65% | 100,441 | $2,035,939 | $2,083,146 | +$47,207 | +2.32% | |
| Vise Technologies, Inc. | 0.02% | 98,500 | $1,996,588 | $2,042,890 | +$46,302 | +2.32% | |
| Strategic Financial Partners, Ltd. | 0.68% | 83,760 | $1,790,803 | $1,737,182 | -$53,621 | -2.99% | |
| Lpl Financial Llc | 0.00% | 79,889 | $1,708,037 | $1,656,898 | -$51,139 | -2.99% | |
| Altfest L J & Co Inc | 0.17% | 83,327 | $1,689,041 | $1,728,202 | +$39,161 | +2.32% | |
| Raymond James Financial Inc | 0.00% | 52,278 | $1,117,704 | $1,084,246 | -$33,458 | -2.99% | |
| Jane Street Group, Llc | 0.00% | 38,373 | $820,415 | $795,856 | -$24,559 | -2.99% | |
| Ashton Thomas Private Wealth, Llc | 0.02% | 39,940 | $809,584 | $828,356 | +$18,772 | +2.32% | |
| Belpointe Asset Management Llc | 0.02% | 31,319 | $669,611 | $649,556 | -$20,055 | -3.00% | |
| Insigneo Advisory Services, Llc | 0.02% | 26,700 | $570,846 | $553,758 | -$17,088 | -2.99% | |
| Rik Saylor Financial, Inc. | 0.36% | 25,243 | $539,703 | $523,540 | -$16,163 | -2.99% | |
| Equitable Holdings, Inc. | 0.00% | 23,211 | $496,251 | $481,396 | -$14,855 | -2.99% | |
| Tcfg Wealth Management, Llc | 0.15% | 18,302 | $390,382 | $379,583 | -$10,799 | -2.77% | |
| Susquehanna International Group, Llp | 0.00% | 14,575 | $311,614 | $302,286 | -$9,329 | -2.99% | |
| Tcfg Investment Advisors, Llc | 0.09% | 12,923 | $261,949 | $268,023 | +$6,074 | +2.32% | |
| Darwin Wealth Management, Llc | 0.04% | 6,874 | $146,973 | $142,567 | -$4,406 | -3.00% | |
| Geowealth Management, Llc | 0.00% | 4,963 | $106,109 | $102,933 | -$3,176 | -2.99% | |
| Geneos Wealth Management Inc. | 0.00% | 3,000 | $64,140 | $62,220 | -$1,920 | -2.99% | |
| Osaic Holdings, Inc. | 0.00% | 1,650 | $35,277 | $34,221 | -$1,056 | -2.99% | |
| Harbour Investments, Inc. | 0.00% | 966 | $20,653 | $20,035 | -$618 | -2.99% | |
| Morgan Stanley | 0.00% | 809 | $17,308 | $16,779 | -$529 | -3.06% | |
| Wagner Wealth Management, Llc | 0.00% | 484 | $9,806 | $10,038 | +$232 | +2.37% | |
| Ascentis Wealth Management, Llc | 0.00% | 306 | $6,202 | $6,346 | +$144 | +2.33% | |
| Creative Financial Designs Inc | 0.00% | 244 | $4,946 | $5,061 | +$115 | +2.32% | |
| Pnc Financial Services Group, Inc. | 0.00% | 226 | $4,835 | $4,687 | -$148 | -3.06% | |
| Nova Wealth Management, Inc. | 0.00% | 150 | $3,207 | $3,111 | -$96 | -2.99% | |
| Davis Capital Management | 0.00% | 67 | $1,358 | $1,390 | +$32 | +2.33% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 14,340 | $291 | $297,412 | +$297,121 | +102103.30% |
Frequently asked questions about DEED
Who are the largest institutional holders of DEED?
The largest institutional holders of DEED reported in the latest SEC Form 13F filings include Gds Wealth Management, Guided Capital Wealth Management, Llc, Newedge Advisors, Llc, Citadel Advisors Llc, and Milestones Private Investment Advisors Llc. InsiderSet ranks institutional holders by their latest reported DEED position.
What is DEED institutional ownership?
This page tracks DEED positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST TCW SEC PLUS ETF (DEED) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DEED?
InsiderSet currently tracks 32 institutional managers reporting DEED holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DEED shareholders.
How much DEED stock do institutions own?
Institutional investment managers disclosed approximately $49.35M in DEED holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DEED institutional ownership last updated?
The latest DEED institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DEED holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DEED position after the reporting date.
Are institutions buying or selling DEED?
Institutional buying and selling can be analyzed by comparing DEED positions across consecutive 13F reporting periods. InsiderSet's DEED Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DEED ownership changes.
How has DEED institutional ownership changed over time?
InsiderSet tracks DEED institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.