FT VEST GOLD STRATEGY QUARTE (BGLD) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $32.83M 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 $7.37M 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 $7.64M, representing an estimated gain of +3.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% 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
34
Total Reported Value
$32.83M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$7.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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 | $7,635,913 | +$262,738 | +3.56% | |
| Sequent Planning Llc | 1.01% | 291,198 | $4,743,620 | $4,912,452 | +$168,832 | +3.56% | |
| Maia Wealth Llc | 0.66% | 273,341 | $4,452,725 | $4,611,208 | +$158,483 | +3.56% | |
| Cetera Investment Advisers | 0.00% | 149,754 | $2,439,495 | $2,526,320 | +$86,825 | +3.56% | |
| Envestnet Asset Management Inc | 0.00% | 137,401 | $2,238,270 | $2,317,927 | +$79,657 | +3.56% | |
| Advisory Services Network, Llc | 0.02% | 104,347 | $1,699,816 | $1,760,313 | +$60,497 | +3.56% | |
| Susquehanna International Group, Llp | 0.00% | 85,085 | $1,386,035 | $1,435,367 | +$49,332 | +3.56% | |
| Mml Investors Services, Llc | 0.00% | 56,113 | $914,084 | $946,615 | +$32,531 | +3.56% | |
| Integrated Wealth Concepts Llc | 0.01% | 55,507 | $904,207 | $936,392 | +$32,185 | +3.56% | |
| Sigma Planning Corp | 0.02% | 45,540 | $741,847 | $768,251 | +$26,404 | +3.56% | |
| Park Avenue Securities Llc | 0.00% | 34,453 | $561,000 | $581,215 | +$20,215 | +3.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,795 | $517,930 | $536,375 | +$18,445 | +3.56% | |
| Mission Financial Group, Llc | 0.42% | 31,028 | $505,441 | $523,436 | +$17,995 | +3.56% | |
| Secured Retirement Advisors, Llc | 0.26% | 30,717 | $500,380 | $518,190 | +$17,810 | +3.56% | |
| Synergy Asset Management, Llc | 0.04% | 28,945 | $471,514 | $488,296 | +$16,782 | +3.56% | |
| Capital Investment Advisory Services, Llc | 0.03% | 28,064 | $457,169 | $473,434 | +$16,265 | +3.56% | |
| Harbour Investments, Inc. | 0.01% | 27,485 | $447,731 | $463,666 | +$15,935 | +3.56% | |
| Arq Wealth Advisors, Llc | 0.05% | 26,415 | $435,848 | $445,616 | +$9,768 | +2.24% | |
| Kovack Advisors, Inc. | 0.02% | 21,489 | $351,450 | $362,515 | +$11,065 | +3.15% | |
| Axxcess Wealth Management, Llc | 0.01% | 19,394 | $315,928 | $327,173 | +$11,245 | +3.56% | |
| Capital Asset Advisory Services Llc | 0.01% | 19,394 | $315,928 | $327,173 | +$11,245 | +3.56% | |
| Csenge Advisory Group | 0.01% | 18,413 | $299,943 | $310,624 | +$10,681 | +3.56% | |
| Arlington Capital Management, Inc. | 0.18% | 17,422 | $283,804 | $293,906 | +$10,102 | +3.56% | |
| Compass Capital Corp | 0.07% | 13,293 | $227,576 | $224,250 | -$3,326 | -1.46% | |
| Optivise Advisory Services Llc | 0.09% | 11,147 | $181,591 | $188,048 | +$6,457 | +3.56% | |
| Noble Wealth Management Pbc | 0.01% | 1,450 | $23,621 | $24,461 | +$840 | +3.56% | |
| Financial Network Wealth Advisors Llc | 0.02% | 1,166 | $18,994 | $19,670 | +$676 | +3.56% | |
| Capital Analysts, Llc | 0.00% | 508 | $8,000 | $8,570 | +$570 | +7.12% | |
| Jones Financial Companies Lllp | 0.00% | 476 | $7,816 | $8,030 | +$214 | +2.74% | |
| Integrity Financial Corp | 0.00% | 277 | $4,512 | $4,673 | +$161 | +3.57% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 137,937 | $2,247 | $2,326,970 | +$2,324,723 | +103458.95% | |
| Aptus Capital Advisors, Llc | 0.00% | 100 | $1,629 | $1,687 | +$58 | +3.56% | |
| Park Square Financial Group, Llc | 0.01% | 36 | $586 | $607 | +$21 | +3.64% | |
| Morgan Stanley | 0.00% | 28 | $457 | $472 | +$15 | +3.36% |
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.