FT VEST GOLD STRATEGY QUARTE (BGLD) Top Institutional Shareholders
FT VEST GOLD STRATEGY QUARTE (BGLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $30.89M in BGLD holdings during the latest filing period.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of BGLD tracked by InsiderSet, reporting ownership valued at approximately $7.49M in its March 31, 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 $7.30M, representing an estimated loss of -2.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed BGLD value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Maia Wealth Llc, Arlington Capital Management, Inc., 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
33
Total Reported Value
$30.89M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$7.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
40
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% | 437,155 | $7,492,613 | $7,296,773 | -$195,840 | -2.61% | |
| Maia Wealth Llc | 0.80% | 274,564 | $4,706,027 | $4,582,885 | -$123,142 | -2.62% | |
| Arlington Capital Management, Inc. | 1.56% | 161,794 | $2,773,149 | $2,700,585 | -$72,564 | -2.62% | |
| Sequent Planning Llc | 0.61% | 146,781 | $2,515,825 | $2,449,995 | -$65,830 | -2.62% | |
| Envestnet Asset Management Inc | 0.00% | 138,419 | $2,372,505 | $2,310,421 | -$62,084 | -2.62% | |
| Cetera Investment Advisers | 0.00% | 137,825 | $2,362,320 | $2,300,506 | -$61,814 | -2.62% | |
| Advisory Services Network, Llc | 0.02% | 98,325 | $1,685,294 | $1,641,192 | -$44,102 | -2.62% | |
| Integrated Wealth Concepts Llc | 0.01% | 62,598 | $1,072,938 | $1,044,855 | -$28,083 | -2.62% | |
| Mml Investors Services, Llc | 0.00% | 46,584 | $798,454 | $777,557 | -$20,897 | -2.62% | |
| Sigma Planning Corp | 0.02% | 45,608 | $781,721 | $761,266 | -$20,455 | -2.62% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,189 | $534,570 | $520,591 | -$13,979 | -2.61% | |
| Capital Investment Advisory Services, Llc | 0.04% | 29,564 | $506,734 | $493,468 | -$13,266 | -2.62% | |
| Secured Retirement Advisors, Llc | 0.29% | 29,396 | $503,847 | $490,663 | -$13,184 | -2.62% | |
| Mission Financial Group, Llc | 0.45% | 28,615 | $490,456 | $477,627 | -$12,829 | -2.62% | |
| Harbour Investments, Inc. | 0.01% | 28,328 | $485,542 | $472,837 | -$12,705 | -2.62% | |
| Jane Street Group, Llc | 0.00% | 22,027 | $377,543 | $367,664 | -$9,879 | -2.62% | |
| Kovack Advisors, Inc. | 0.02% | 20,165 | $350,064 | $336,584 | -$13,480 | -3.85% | |
| Bip Wealth, Llc | 0.01% | 16,139 | $276,628 | $269,384 | -$7,244 | -2.62% | |
| Capital Asset Advisory Services Llc | 0.01% | 13,341 | $233,015 | $222,681 | -$10,334 | -4.43% | |
| Compass Capital Corp | 0.08% | 12,319 | $214,097 | $205,623 | -$8,474 | -3.96% | |
| Csenge Advisory Group | 0.01% | 10,566 | $181,097 | $176,362 | -$4,735 | -2.61% | |
| Morgan Stanley | 0.00% | 2,453 | $42,048 | $40,944 | -$1,104 | -2.62% | |
| Noble Wealth Management Pbc | 0.01% | 1,450 | $24,853 | $24,203 | -$650 | -2.62% | |
| Financial Network Wealth Advisors Llc | 0.02% | 1,166 | $19,985 | $19,462 | -$523 | -2.62% | |
| Ubs Group Ag | 0.00% | 1,107 | $18,974 | $18,477 | -$497 | -2.62% | |
| Twin Peaks Wealth Advisors, Llc | 0.00% | 942 | $16,154 | $15,723 | -$431 | -2.67% | |
| Jones Financial Companies Lllp | 0.00% | 951 | $15,977 | $15,874 | -$103 | -0.65% | |
| Ae Wealth Management Llc | 0.00% | 747 | $12,804 | $12,469 | -$335 | -2.62% | |
| Park Square Financial Group, Llc | 0.09% | 704 | $12,066 | $11,751 | -$315 | -2.61% | |
| Integrity Financial Corp | 0.00% | 277 | $4,748 | $4,624 | -$124 | -2.62% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 191,272 | $3,278 | $3,192,617 | +$3,189,339 | +97295.26% | |
| Park Avenue Securities Llc | 0.00% | 30,330 | $520 | $506,253 | +$505,733 | +97256.38% | |
| Capital Analysts, Llc | 0.00% | 508 | $9 | $8,479 | +$8,470 | +94114.24% |
Frequently asked questions about BGLD
Who owns the most BGLD stock?
The largest holders of BGLD 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 GOLD STRATEGY QUARTE (BGLD).
Is BGLD widely held by superinvestors?
Many widely followed stocks like BGLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BGLD 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.