BGLD Institutional Ownership & Shareholders
FT VEST GOLD STRATEGY QUARTE (BGLD) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $30.58M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of BGLD tracked by InsiderSet, reporting ownership valued at approximately $7.37M 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 $7.25M, representing an estimated loss of -1.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed BGLD value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Sequent Planning Llc, Maia Wealth Llc, and several other long-term asset managers with concentrated positions in FT VEST GOLD STRATEGY QUARTE (BGLD).
This page ranks the largest institutional BGLD 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
30
Total Reported Value
$30.58M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$7.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.01% | 452,638 | $7,373,175 | $7,245,784 | -$127,391 | -1.73% | |
| Sequent Planning Llc | 1.01% | 291,198 | $4,743,620 | $4,661,468 | -$82,152 | -1.73% | |
| Maia Wealth Llc | 0.59% | 262,774 | $4,291,099 | $4,206,460 | -$84,639 | -1.97% | |
| Cetera Investment Advisers | 0.00% | 149,754 | $2,439,495 | $2,397,247 | -$42,248 | -1.73% | |
| Envestnet Asset Management Inc | 0.00% | 137,401 | $2,238,270 | $2,199,501 | -$38,769 | -1.73% | |
| Advisory Services Network, Llc | 0.02% | 104,347 | $1,699,816 | $1,670,376 | -$29,440 | -1.73% | |
| Susquehanna International Group, Llp | 0.00% | 85,085 | $1,386,035 | $1,362,032 | -$24,003 | -1.73% | |
| Mml Investors Services, Llc | 0.00% | 56,113 | $914,084 | $898,251 | -$15,833 | -1.73% | |
| Integrated Wealth Concepts Llc | 0.01% | 55,507 | $904,207 | $888,551 | -$15,656 | -1.73% | |
| Arq Wealth Advisors, Llc | 0.08% | 42,806 | $699,021 | $685,234 | -$13,787 | -1.97% | |
| Mission Financial Group, Llc | 0.42% | 32,846 | $536,370 | $525,795 | -$10,575 | -1.97% | |
| Secured Retirement Advisors, Llc | 0.26% | 30,717 | $500,380 | $491,715 | -$8,665 | -1.73% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,578 | $499,330 | $489,490 | -$9,840 | -1.97% | |
| Synergy Asset Management, Llc | 0.04% | 28,945 | $471,514 | $463,349 | -$8,165 | -1.73% | |
| Harbour Investments, Inc. | 0.01% | 27,485 | $447,731 | $439,977 | -$7,754 | -1.73% | |
| Kovack Advisors, Inc. | 0.02% | 21,489 | $351,450 | $343,994 | -$7,456 | -2.12% | |
| Capital Asset Advisory Services Llc | 0.01% | 19,394 | $313,058 | $310,457 | -$2,601 | -0.83% | |
| Csenge Advisory Group | 0.01% | 18,413 | $299,943 | $294,753 | -$5,190 | -1.73% | |
| Compass Capital Corp | 0.07% | 13,293 | $227,576 | $212,793 | -$14,783 | -6.50% | |
| Optivise Advisory Services Llc | 0.09% | 11,147 | $182,037 | $178,440 | -$3,597 | -1.98% | |
| Noble Wealth Management Pbc | 0.01% | 1,450 | $23,679 | $23,211 | -$468 | -1.97% | |
| Financial Network Wealth Advisors Llc | 0.02% | 1,166 | $19,041 | $18,665 | -$376 | -1.97% | |
| Capital Analysts, Llc | 0.00% | 508 | $8,000 | $8,132 | +$132 | +1.65% | |
| Jones Financial Companies Lllp | 0.00% | 476 | $7,816 | $7,620 | -$196 | -2.51% | |
| Integrity Financial Corp | 0.00% | 277 | $4,512 | $4,434 | -$78 | -1.72% | |
| Aptus Capital Advisors, Llc | 0.00% | 100 | $1,629 | $1,601 | -$28 | -1.73% | |
| Park Square Financial Group, Llc | 0.01% | 36 | $586 | $576 | -$10 | -1.66% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 33,305 | $544 | $533,143 | +$532,599 | +97904.25% | |
| Morgan Stanley | 0.00% | 28 | $457 | $448 | -$9 | -1.92% | |
| Sbi Securities Co., Ltd. | 0.00% | 2 | $33 | $32 | -$1 | -2.98% |
Frequently asked questions about BGLD
Who are the largest institutional holders of BGLD?
The largest institutional holders of BGLD reported in the latest SEC Form 13F filings include Osaic Holdings, Inc., Sequent Planning Llc, Maia Wealth Llc, Cetera Investment Advisers, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported BGLD position.
What is BGLD institutional ownership?
This page tracks BGLD positions reported by institutional investment managers through SEC Form 13F. FT VEST GOLD STRATEGY QUARTE (BGLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BGLD?
InsiderSet currently tracks 30 institutional managers reporting BGLD 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 BGLD shareholders.
How much BGLD stock do institutions own?
Institutional investment managers disclosed approximately $30.58M in BGLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BGLD institutional ownership last updated?
The latest BGLD 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 BGLD 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 BGLD position after the reporting date.
Are institutions buying or selling BGLD?
Institutional buying and selling can be analyzed by comparing BGLD positions across consecutive 13F reporting periods. InsiderSet's BGLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BGLD ownership changes.
How has BGLD institutional ownership changed over time?
InsiderSet tracks BGLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.