GDEC Institutional Ownership & Shareholders
FT VEST US EQUITY MODERATE B (GDEC) is currently held by 106 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $233.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $43.84M, representing an estimated gain of +2.55% 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
106
Total Reported Value
$233.48M
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 | $43,838,884 | +$1,090,717 | +2.55% | |
| First International Bank Of Israel Ltd. | 11.20% | 1,032,000 | $41,078,141 | $42,126,240 | +$1,048,099 | +2.55% | |
| Raymond James Financial Inc | 0.01% | 476,098 | $18,950,796 | $19,434,320 | +$483,524 | +2.55% | |
| Archer Investment Corp | 2.49% | 326,230 | $12,985,388 | $13,316,709 | +$331,321 | +2.55% | |
| Cetera Investment Advisers | 0.01% | 252,369 | $10,045,397 | $10,301,703 | +$256,306 | +2.55% | |
| New Wave Wealth Advisors Llc | 2.46% | 226,252 | $9,309,003 | $9,235,607 | -$73,396 | -0.79% | |
| Harbour Investments, Inc. | 0.09% | 174,568 | $6,948,575 | $7,125,866 | +$177,291 | +2.55% | |
| Osaic Holdings, Inc. | 0.01% | 170,204 | $6,774,543 | $6,947,727 | +$173,184 | +2.56% | |
| Commonwealth Equity Services, Llc | 0.01% | 133,540 | $5,315,480 | $5,451,103 | +$135,623 | +2.55% | |
| Farther Finance Advisors, Llc | 0.04% | 129,957 | $5,301,654 | $5,304,845 | +$3,191 | +0.06% | |
| Lpl Financial Llc | 0.00% | 128,058 | $5,097,271 | $5,227,328 | +$130,057 | +2.55% | |
| Gladstone Institutional Advisory Llc | 0.15% | 118,200 | $4,704,880 | $4,824,924 | +$120,044 | +2.55% | |
| Janney Montgomery Scott Llc | 0.01% | 111,049 | $4,420,000 | $4,533,020 | +$113,020 | +2.56% | |
| Kestra Advisory Services, Llc | 0.01% | 98,406 | $3,917,002 | $4,016,933 | +$99,931 | +2.55% | |
| Envestnet Asset Management Inc | 0.00% | 89,988 | $3,581,919 | $3,673,310 | +$91,391 | +2.55% | |
| Beck Capital Management, Llc | 0.50% | 67,528 | $2,687,892 | $2,756,493 | +$68,601 | +2.55% | |
| Americana Partners, Llc | 0.06% | 63,510 | $2,590,910 | $2,592,478 | +$1,568 | +0.06% | |
| Us Bancorp \De\ | 0.00% | 63,100 | $2,511,658 | $2,575,742 | +$64,084 | +2.55% | |
| Summit Wealth Group Llc / Co | 0.14% | 54,295 | $2,214,981 | $2,216,322 | +$1,341 | +0.06% | |
| Founders Financial Securities Llc | 0.10% | 49,167 | $2,005,783 | $2,006,997 | +$1,214 | +0.06% | |
| Wood Tarver Financial Group, Llc | 0.46% | 49,017 | $1,951,000 | $2,000,874 | +$49,874 | +2.56% | |
| Tanglewood Legacy Advisors, Llc | 0.55% | 42,501 | $1,691,727 | $1,734,891 | +$43,164 | +2.55% | |
| Concurrent Investment Advisors, Llc | 0.01% | 38,612 | $1,575,187 | $1,576,142 | +$955 | +0.06% | |
| Clearstead Advisors, Llc | 0.01% | 39,283 | $1,563,637 | $1,603,532 | +$39,895 | +2.55% | |
| Mml Investors Services, Llc | 0.00% | 36,081 | $1,436,183 | $1,472,826 | +$36,643 | +2.55% | |
| Mgo One Seven Llc | 0.02% | 30,006 | $1,224,104 | $1,224,845 | +$741 | +0.06% | |
| Newedge Advisors, Llc | 0.00% | 30,180 | $1,201,297 | $1,231,948 | +$30,651 | +2.55% | |
| Mai Capital Management | 0.00% | 29,323 | $1,167,185 | $1,196,965 | +$29,780 | +2.55% | |
| Avidian Wealth Enterprises, Llc | 0.03% | 26,051 | $1,062,758 | $1,063,402 | +$644 | +0.06% | |
| Northcrest Asset Manangement, Llc | 0.02% | 25,271 | $1,036,771 | $1,031,562 | -$5,209 | -0.50% | |
| Triumph Capital Management | 0.18% | 25,000 | $1,019,882 | $1,020,500 | +$618 | +0.06% | |
| Arkadios Wealth Advisors | 0.02% | 25,242 | $1,004,743 | $1,030,378 | +$25,635 | +2.55% | |
| Old Mission Capital Llc | 0.02% | 24,549 | $977,158 | $1,002,090 | +$24,932 | +2.55% | |
| Citadel Advisors Llc | 0.00% | 22,927 | $912,595 | $935,880 | +$23,285 | +2.55% | |
| Jpmorgan Chase & Co | 0.00% | 21,652 | $858,935 | $883,835 | +$24,900 | +2.90% | |
| Sunbelt Securities, Inc. | 0.05% | 22,563 | $835,282 | $921,022 | +$85,740 | +10.26% | |
| Uptick Partners, Llc | 0.12% | 19,841 | $789,744 | $809,910 | +$20,166 | +2.55% | |
| Kestra Private Wealth Services, Llc | 0.01% | 19,170 | $782,046 | $782,519 | +$473 | +0.06% | |
| Susquehanna International Group, Llp | 0.00% | 19,532 | $777,460 | $797,296 | +$19,836 | +2.55% | |
| Bfi Wealth Solutions, Llc | 0.52% | 18,498 | $754,631 | $755,088 | +$457 | +0.06% | |
| Fsb Premier Wealth Management, Inc. | 0.20% | 18,116 | $721,097 | $739,495 | +$18,398 | +2.55% | |
| Aqr Capital Management Llc | 0.00% | 17,600 | $700,557 | $718,432 | +$17,875 | +2.55% | |
| Hbw Advisory Services Llc | 0.07% | 17,052 | $695,641 | $696,063 | +$422 | +0.06% | |
| Sequent Planning Llc | 0.14% | 16,920 | $673,490 | $690,674 | +$17,184 | +2.55% | |
| Reap Financial Group, Llc | 0.11% | 16,452 | $654,862 | $671,571 | +$16,709 | +2.55% | |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | 15,830 | $645,790 | $646,181 | +$391 | +0.06% | |
| Lvz, Inc. | 0.06% | 14,608 | $595,938 | $596,299 | +$361 | +0.06% | |
| Madrona Financial Services, Llc | 0.09% | 14,515 | $592,144 | $592,502 | +$358 | +0.06% | |
| Catalina Capital Group, Llc | 0.35% | 15,504 | $573,958 | $632,873 | +$58,915 | +10.26% | |
| Truist Financial Corp | 0.00% | 13,624 | $555,795 | $556,132 | +$337 | +0.06% |
Frequently asked questions about GDEC
Who are the largest institutional holders of GDEC?
The largest institutional holders of GDEC reported in the latest SEC Form 13F filings include Hollencrest Capital Management, First International Bank Of Israel Ltd., Raymond James Financial Inc, Archer Investment Corp, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported GDEC position.
What is GDEC institutional ownership?
This page tracks GDEC positions reported by institutional investment managers through SEC Form 13F. FT VEST US EQUITY MODERATE B (GDEC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GDEC?
InsiderSet currently tracks 106 institutional managers reporting GDEC 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 GDEC shareholders.
How much GDEC stock do institutions own?
Institutional investment managers disclosed approximately $233.48M in GDEC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GDEC institutional ownership last updated?
The latest GDEC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 GDEC 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 GDEC position after the reporting date.
Are institutions buying or selling GDEC?
Institutional buying and selling can be analyzed by comparing GDEC positions across consecutive 13F reporting periods. InsiderSet's GDEC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GDEC ownership changes.
How has GDEC institutional ownership changed over time?
InsiderSet tracks GDEC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.