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Disclosery

DEED FIRST TR EXCHNG TRADED FD VI

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SECUR PLUS ETF (fund)

39 managers (39 13F filers) reported a position in DEED shares at 2025-06-30, 2,629,691 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
39
13F filers
39
New
5
Added
11
Reduced
14
Sold out
3
Shares held by filers
2,629,691

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GDS Wealth Management1,024,366$21.7M1.58%+31,74113F-HRTimeline
Guided Capital Wealth Management, LLC309,265$6.54M5.04%-10,88013F-HRTimeline
NewEdge Advisors, LLC264,017$5.58M0.03%-20,78413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC157,788$3.34M<0.01%-1,33713F-HRTimelineGroup
Blackhawk Capital Partners, LLC129,102$2.73M1.26%+41,34213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.101,005$2.14M0.02%+8,32113F-HRTimelineGroup
LPL Financial LLC72,474$1.53M<0.01%-7,48313F-HRTimeline
Milestones Private Investment Advisors …71,044$1.5M1.11%13F-HRTimeline
Strategic Financial Partners, Ltd.67,922$1.44M0.67%-4,23113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC66,264$1.4M<0.01%+19,91213F-HRTimelineGroup
ALTFEST L J & CO INC66,190$1.4M0.17%+1,34913F-HRTimeline
Ashton Thomas Private Wealth, LLC38,085$805K0.03%-58813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC32,500$687K0.06%-78013F-HRTimeline
Belpointe Asset Management LLC28,714$607K0.03%+1,99213F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC27,587$583K0.95%-3,43413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.26,416$558K0.43%-19013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,927$506K<0.01%-109,98913F-HRTimelineGroup
Modern Wealth Management, LLC19,974$422K0.01%-4813F-HR/ATimeline
Cambridge Investment Research Advisors,…19,948$422K<0.01%+85013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC17,714$374K0.17%013F-HRTimelineGroup
Running Point Capital Advisors, LLC17,164$363K0.1%+1,27213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,915$315K<0.01%-73,81213F-HRTimelineGroup
Prepared Retirement Institute LLC13,162$278K0.16%013F-HRTimeline
Darwin Wealth Management, LLC6,748$143K0.05%-1,86713F-HRTimeline
Geneos Wealth Management Inc.3,000$63.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,455$51.9K<0.01%+513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,030$43K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,617$34.2K<0.01%new13F-HRTimelineGroup
Scarborough Advisors, LLC1,364$28.8K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY809$17.1K<0.01%+113F-HRTimelineGroup
Park Square Financial Group, LLC803$17K0.01%013F-HRTimeline
Wagner Wealth Management, LLC457$9.67K<0.01%+413F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…306$6.47K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC226$4.78K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…173$3.66K<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.150$3.17K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG9$190<0.01%-1,43813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$14<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.