FT VEST US EQUITY MODERATE B (GDEC) Institutional Shareholders
FT VEST US EQUITY MODERATE B (GDEC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $231.94M in GDEC holdings during the latest filing period.
Hollencrest Capital Management is currently the largest disclosed institutional shareholder of GDEC tracked by InsiderSet, reporting ownership valued at approximately $42.75M in its June 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 $43.43M, representing an estimated gain of +1.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed GDEC value among the investors covered in this analysis. Major shareholders include Hollencrest Capital Management, First International Bank Of Israel Ltd., Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY MODERATE B (GDEC).
This page ranks the largest institutional GDEC 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
108
Total Reported Value
$231.94M
Largest Holder
Hollencrest Capital Management
Largest Position
$42.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hollencrest Capital Management | 2.81% | 1,073,956 | $42,748,167 | $43,430,781 | +$682,614 | +1.60% | |
| First International Bank Of Israel Ltd. | 11.20% | 1,032,000 | $41,078,141 | $41,734,080 | +$655,939 | +1.60% | |
| Raymond James Financial Inc | 0.01% | 476,098 | $18,950,796 | $19,253,403 | +$302,607 | +1.60% | |
| Archer Investment Corp | 2.49% | 326,230 | $12,985,388 | $13,192,741 | +$207,353 | +1.60% | |
| Cetera Investment Advisers | 0.01% | 252,369 | $10,045,397 | $10,205,802 | +$160,405 | +1.60% | |
| New Wave Wealth Advisors Llc | 2.41% | 221,872 | $8,831,482 | $8,972,504 | +$141,022 | +1.60% | |
| Harbour Investments, Inc. | 0.09% | 174,568 | $6,948,575 | $7,059,530 | +$110,955 | +1.60% | |
| Osaic Holdings, Inc. | 0.01% | 170,204 | $6,774,543 | $6,883,050 | +$108,507 | +1.60% | |
| Commonwealth Equity Services, Llc | 0.01% | 133,540 | $5,315,480 | $5,400,358 | +$84,878 | +1.60% | |
| Lpl Financial Llc | 0.00% | 128,058 | $5,097,271 | $5,178,666 | +$81,395 | +1.60% | |
| Gladstone Institutional Advisory Llc | 0.15% | 118,200 | $4,704,880 | $4,780,008 | +$75,128 | +1.60% | |
| Janney Montgomery Scott Llc | 0.01% | 111,049 | $4,420,000 | $4,490,822 | +$70,822 | +1.60% | |
| Farther Finance Advisors, Llc | 0.03% | 110,765 | $4,408,953 | $4,479,337 | +$70,384 | +1.60% | |
| Kestra Advisory Services, Llc | 0.01% | 98,406 | $3,917,002 | $3,979,539 | +$62,537 | +1.60% | |
| Envestnet Asset Management Inc | 0.00% | 89,988 | $3,581,919 | $3,639,115 | +$57,196 | +1.60% | |
| Beck Capital Management, Llc | 0.50% | 67,528 | $2,687,892 | $2,730,832 | +$42,940 | +1.60% | |
| Americana Partners, Llc | 0.06% | 64,952 | $2,585,375 | $2,626,659 | +$41,284 | +1.60% | |
| Us Bancorp \De\ | 0.00% | 63,100 | $2,511,658 | $2,551,764 | +$40,106 | +1.60% | |
| Summit Wealth Group Llc / Co | 0.18% | 54,449 | $2,167,310 | $2,201,918 | +$34,608 | +1.60% | |
| Wood Tarver Financial Group, Llc | 0.46% | 49,017 | $1,951,000 | $1,982,247 | +$31,247 | +1.60% | |
| Founders Financial Securities Llc | 0.10% | 48,852 | $1,944,525 | $1,975,575 | +$31,050 | +1.60% | |
| Tanglewood Legacy Advisors, Llc | 0.55% | 42,501 | $1,691,727 | $1,718,740 | +$27,013 | +1.60% | |
| Concurrent Investment Advisors, Llc | 0.01% | 39,516 | $1,572,896 | $1,598,027 | +$25,131 | +1.60% | |
| Clearstead Advisors, Llc | 0.01% | 39,283 | $1,563,637 | $1,588,605 | +$24,968 | +1.60% | |
| Mml Investors Services, Llc | 0.00% | 36,081 | $1,436,183 | $1,459,116 | +$22,933 | +1.60% | |
| Northcrest Asset Manangement, Llc | 0.03% | 31,887 | $1,274,753 | $1,289,510 | +$14,757 | +1.16% | |
| Newedge Advisors, Llc | 0.00% | 30,180 | $1,201,297 | $1,220,479 | +$19,182 | +1.60% | |
| Mgo One Seven Llc | 0.02% | 30,006 | $1,194,371 | $1,213,443 | +$19,072 | +1.60% | |
| Mai Capital Management | 0.00% | 29,323 | $1,167,185 | $1,185,822 | +$18,637 | +1.60% | |
| Avidian Wealth Enterprises, Llc | 0.03% | 26,051 | $1,036,944 | $1,053,502 | +$16,558 | +1.60% | |
| Arkadios Wealth Advisors | 0.02% | 25,242 | $1,004,743 | $1,020,786 | +$16,043 | +1.60% | |
| Triumph Capital Management | 0.18% | 25,000 | $995,110 | $1,011,000 | +$15,890 | +1.60% | |
| Old Mission Capital Llc | 0.02% | 24,549 | $977,158 | $992,762 | +$15,604 | +1.60% | |
| Citadel Advisors Llc | 0.00% | 22,927 | $912,595 | $927,168 | +$14,573 | +1.60% | |
| Jpmorgan Chase & Co | 0.00% | 21,652 | $858,935 | $875,607 | +$16,672 | +1.94% | |
| Sunbelt Securities, Inc. | 0.05% | 22,563 | $835,282 | $912,448 | +$77,166 | +9.24% | |
| Uptick Partners, Llc | 0.12% | 19,841 | $789,744 | $802,370 | +$12,626 | +1.60% | |
| Susquehanna International Group, Llp | 0.00% | 19,532 | $777,460 | $789,874 | +$12,414 | +1.60% | |
| Kestra Private Wealth Services, Llc | 0.01% | 19,170 | $763,050 | $775,235 | +$12,185 | +1.60% | |
| Bfi Wealth Solutions, Llc | 0.55% | 18,498 | $736,302 | $748,059 | +$11,757 | +1.60% | |
| Fsb Premier Wealth Management, Inc. | 0.20% | 18,116 | $721,097 | $732,611 | +$11,514 | +1.60% | |
| Aqr Capital Management Llc | 0.00% | 17,600 | $700,557 | $711,744 | +$11,187 | +1.60% | |
| Hbw Advisory Services Llc | 0.06% | 17,261 | $687,064 | $698,035 | +$10,971 | +1.60% | |
| Sequent Planning Llc | 0.14% | 16,920 | $673,490 | $684,245 | +$10,755 | +1.60% | |
| Reap Financial Group, Llc | 0.11% | 16,452 | $654,862 | $665,319 | +$10,457 | +1.60% | |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | 15,830 | $630,104 | $640,165 | +$10,061 | +1.60% | |
| Lvz, Inc. | 0.06% | 14,608 | $581,463 | $590,748 | +$9,285 | +1.60% | |
| Madrona Financial Services, Llc | 0.11% | 14,515 | $577,761 | $586,987 | +$9,226 | +1.60% | |
| Catalina Capital Group, Llc | 0.35% | 15,504 | $573,958 | $626,982 | +$53,024 | +9.24% | |
| Ameritas Advisory Services, Llc | 0.01% | 13,823 | $550,216 | $559,002 | +$8,786 | +1.60% |
Frequently asked questions about GDEC
Who owns the most GDEC stock?
The largest holders of GDEC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT VEST US EQUITY MODERATE B (GDEC).
Is GDEC widely held by superinvestors?
Many widely followed stocks like GDEC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GDEC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.