DEED — FIRST TRUST
As of Q2 2026, 3 SEC-registered investment managers reported holding DEED (FIRST TRUST) in their latest 13F filings, with a combined reported value of $2.18M across 101.78K shares. That is +35.7% by share count (+26.76K shares) versus the previous quarter, while reported value moved +36.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 added to existing stakes, 1 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 100.75K | $2.15M | 0.00% | Add |
| Morgan Stanley history | 809 | $17.31K | 0.00% | Reduce |
| PNC Financial Services history | 226 | $4.83K | 0.00% | Add |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 38.36K | $818.30K | 0.00% | Reduce |
| Goldman Sachs Group history | 28.51K | $608.10K | 0.00% | New |
| Morgan Stanley history | 5.74K | $122.39K | 0.00% | Add |
| UBS Group AG history | 2.24K | $47.69K | 0.00% | New |
| PNC Financial Services history | 176 | $3.75K | 0.00% | Add |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 41.09K | $887.50K | 0.00% | Add |
| Morgan Stanley history | 808 | $17.45K | 0.00% | Hold |
| PNC Financial Services history | 175 | $3.78K | 0.00% | Add |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 34.31K | $733.50K | 0.00% | Reduce |
| Citadel Advisors history | 24.08K | $514.85K | 0.00% | Add |
| UBS Group AG history | 1.43K | $30.49K | 0.00% | Add |
| Morgan Stanley history | 809 | $17.30K | 0.00% | Hold |
| PNC Financial Services history | 174 | $3.72K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $15 | 0.00% | Hold |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 66.26K | $1.40M | 0.00% | Add |
| Goldman Sachs Group history | 66.26K | $1.40M | 0.00% | Add |
| Citadel Advisors history | 23.93K | $505.82K | 0.00% | Reduce |
| Citadel Advisors history | 23.93K | $505.82K | 0.00% | Reduce |
| Morgan Stanley history | 809 | $17.10K | 0.00% | Hold |
| Morgan Stanley history | 809 | $17.10K | 0.00% | Hold |
| PNC Financial Services history | 173 | $3.66K | 0.00% | New |
| UBS Group AG history | 9 | $190 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $14 | 0.00% | Hold |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 133.92K | $2.83M | 0.00% | Add |
| Citadel Advisors history | 133.92K | $2.83M | 0.00% | Add |
| Goldman Sachs Group history | 46.35K | $979.88K | 0.00% | New |
| Goldman Sachs Group history | 46.35K | $979.88K | 0.00% | New |
| UBS Group AG history | 1.45K | $30.59K | 0.00% | Reduce |
| Morgan Stanley history | 808 | $17.08K | 0.00% | Hold |
| Morgan Stanley history | 808 | $17.08K | 0.00% | Hold |
| Bank of America Corp history | 78 | $1.65K | 0.00% | New |
| Wells Fargo & Co history | 1 | $14 | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 28.51K sh · $608.10K
- UBS Group AG sold 2.24K sh · $47.69K
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 100.75K | 38.36K | 41.09K | 24.08K | 23.93K | 133.92K | 36.70K | 10.14K | — | — | — | 35.87K | — | — | 52.57K | 74.28K | 62.14K | 23.62K | — | 91.11K |
| Morgan Stanley | 809 | 5.74K | 808 | 809 | 809 | 808 | 809 | 1 | 1 | — | 1 | — | 203 | 243 | 100 | 100 | 495 | 467 | — | — |
| PNC Financial Services | 226 | 176 | 175 | 174 | 173 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | — | 28.51K | — | 34.31K | 66.26K | 46.35K | — | — | 122.53K | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | — | 2.24K | — | 1.43K | 9 | 1.45K | 1.79K | — | 5.80K | 786 | 5 | 2.60K | — | 4.21K | 2.50K | 3.71K | — | 2.97K | 738 | 3.00K |
| Wells Fargo & Co | — | — | — | 1 | 1 | 1 | 1 | 1 | 1 | 1 | — | — | — | — | — | 616 | 658 | 616 | 616 | 616 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | 1 | — | — | — | — | 1 | — | — | — | 160 | — | 1 |
| Bank of America Corp | — | — | — | — | — | 78 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details