GAPR Institutional Ownership & Shareholders
FT VEST US EQUITY MODERATE B (GAPR) is currently held by 109 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $135.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of GAPR tracked by InsiderSet, reporting ownership valued at approximately $14.33M 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 $14.40M, representing an estimated gain of +0.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed GAPR value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Concurrent Investment Advisors, Llc, Kestra Advisory Services, Llc, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY MODERATE B (GAPR).
This page ranks the largest institutional GAPR 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
109
Total Reported Value
$135.79M
Largest Holder
Raymond James Financial Inc
Largest Position
$14.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 343,769 | $14,326,333 | $14,397,046 | +$70,713 | +0.49% | |
| Concurrent Investment Advisors, Llc | 0.09% | 294,123 | $12,522,763 | $12,317,871 | -$204,892 | -1.64% | |
| Kestra Advisory Services, Llc | 0.04% | 271,963 | $11,333,868 | $11,389,810 | +$55,942 | +0.49% | |
| Envestnet Asset Management Inc | 0.00% | 206,135 | $8,590,521 | $8,632,934 | +$42,413 | +0.49% | |
| Cetera Investment Advisers | 0.01% | 193,085 | $8,046,682 | $8,086,400 | +$39,718 | +0.49% | |
| Osaic Holdings, Inc. | 0.01% | 183,437 | $7,644,028 | $7,682,342 | +$38,314 | +0.50% | |
| Lpl Financial Llc | 0.00% | 169,304 | $7,055,625 | $7,090,452 | +$34,827 | +0.49% | |
| Truist Financial Corp | 0.01% | 163,454 | $6,959,316 | $6,845,454 | -$113,862 | -1.64% | |
| Commonwealth Equity Services, Llc | 0.01% | 113,391 | $4,725,490 | $4,748,815 | +$23,325 | +0.49% | |
| Wood Tarver Financial Group, Llc | 0.81% | 82,175 | $3,424,000 | $3,441,489 | +$17,489 | +0.51% | |
| City Holding Co | 0.35% | 73,825 | $3,142,729 | $3,091,791 | -$50,938 | -1.62% | |
| Founders Financial Securities Llc | 0.09% | 43,567 | $1,854,935 | $1,824,586 | -$30,349 | -1.64% | |
| Susquehanna International Group, Llp | 0.00% | 42,136 | $1,755,988 | $1,764,656 | +$8,668 | +0.49% | |
| Jpmorgan Chase & Co | 0.00% | 38,824 | $1,613,137 | $1,625,949 | +$12,812 | +0.79% | |
| Per Stirling Capital Management, Llc. | 0.15% | 36,767 | $1,532,239 | $1,539,802 | +$7,563 | +0.49% | |
| Tanglewood Legacy Advisors, Llc | 0.46% | 33,966 | $1,415,509 | $1,422,496 | +$6,987 | +0.49% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 31,918 | $1,330,160 | $1,336,726 | +$6,566 | +0.49% | |
| Creativeone Wealth, Llc | 0.03% | 31,700 | $1,321,075 | $1,327,596 | +$6,521 | +0.49% | |
| Captrust Financial Advisors | 0.00% | 30,322 | $1,263,648 | $1,269,885 | +$6,237 | +0.49% | |
| Ars Wealth Advisors Group, Llc | 0.09% | 27,872 | $1,186,695 | $1,167,279 | -$19,416 | -1.64% | |
| Sequent Planning Llc | 0.24% | 27,503 | $1,146,168 | $1,151,826 | +$5,658 | +0.49% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 37,267 | $1,082,602 | $1,560,742 | +$478,140 | +44.17% | |
| Keystone Wealth Services, Llc | 0.19% | 24,653 | $1,027,392 | $1,032,468 | +$5,076 | +0.49% | |
| Mai Capital Management | 0.00% | 23,278 | $970,095 | $974,883 | +$4,788 | +0.49% | |
| Citadel Advisors Llc | 0.00% | 22,912 | $954,842 | $959,555 | +$4,713 | +0.49% | |
| Archer Investment Corp | 0.18% | 21,965 | $915,376 | $919,894 | +$4,518 | +0.49% | |
| Midwest Financial Network, Llc | 0.60% | 20,825 | $886,657 | $872,151 | -$14,506 | -1.64% | |
| Range Financial Group Llc | 0.24% | 20,627 | $878,221 | $863,859 | -$14,362 | -1.64% | |
| Visionary Wealth Advisors | 0.03% | 20,386 | $849,573 | $853,766 | +$4,193 | +0.49% | |
| Mutual Advisors, Llc | 0.02% | 19,822 | $826,074 | $830,145 | +$4,071 | +0.49% | |
| Waverly Advisors, Llc | 0.00% | 17,611 | $733,926 | $737,549 | +$3,623 | +0.49% | |
| Catalina Capital Group, Llc | 0.45% | 18,088 | $732,021 | $757,525 | +$25,504 | +3.48% | |
| Mml Investors Services, Llc | 0.00% | 17,562 | $731,884 | $735,497 | +$3,613 | +0.49% | |
| Keating Financial Advisory Services, Inc. | 0.09% | 17,315 | $721,590 | $725,152 | +$3,562 | +0.49% | |
| Sowell Financial Services Llc | 0.02% | 16,580 | $705,920 | $694,370 | -$11,550 | -1.64% | |
| Vestgen Advisors, Llc | 0.02% | 15,778 | $671,774 | $660,783 | -$10,991 | -1.64% | |
| Gallagher Fiduciary Advisors, Llc | 0.02% | 15,950 | $664,716 | $667,986 | +$3,270 | +0.49% | |
| Janney Montgomery Scott Llc | 0.00% | 15,653 | $652,000 | $655,548 | +$3,548 | +0.54% | |
| Kovack Advisors, Inc. | 0.03% | 14,857 | $619,171 | $622,211 | +$3,040 | +0.49% | |
| Reap Financial Group, Llc | 0.10% | 14,729 | $613,821 | $616,851 | +$3,030 | +0.49% | |
| Newedge Advisors, Llc | 0.00% | 14,271 | $594,731 | $597,669 | +$2,938 | +0.49% | |
| Fsb Premier Wealth Management, Inc. | 0.17% | 14,200 | $591,775 | $594,696 | +$2,921 | +0.49% | |
| Onedigital Investment Advisors Llc | 0.00% | 13,723 | $571,896 | $574,719 | +$2,823 | +0.49% | |
| Quad-Cities Investment Group, Llc | 0.20% | 12,846 | $546,939 | $537,990 | -$8,949 | -1.64% | |
| Harbour Investments, Inc. | 0.01% | 12,943 | $539,390 | $542,053 | +$2,663 | +0.49% | |
| Northcrest Asset Manangement, Llc | 0.01% | 11,999 | $514,095 | $502,518 | -$11,577 | -2.25% | |
| Hbw Advisory Services Llc | 0.05% | 11,758 | $500,616 | $492,425 | -$8,191 | -1.64% | |
| Fortress Private Ledger, Llc | 0.13% | 11,803 | $491,882 | $494,310 | +$2,428 | +0.49% | |
| New Wave Wealth Advisors Llc | 0.13% | 11,310 | $485,651 | $473,663 | -$11,988 | -2.47% | |
| Anfield Capital Management, Llc | 0.13% | 11,789 | $477,101 | $493,723 | +$16,622 | +3.48% |
Frequently asked questions about GAPR
Who are the largest institutional holders of GAPR?
The largest institutional holders of GAPR reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Concurrent Investment Advisors, Llc, Kestra Advisory Services, Llc, Envestnet Asset Management Inc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported GAPR position.
What is GAPR institutional ownership?
This page tracks GAPR positions reported by institutional investment managers through SEC Form 13F. FT VEST US EQUITY MODERATE B (GAPR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GAPR?
InsiderSet currently tracks 109 institutional managers reporting GAPR 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 GAPR shareholders.
How much GAPR stock do institutions own?
Institutional investment managers disclosed approximately $135.79M in GAPR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GAPR institutional ownership last updated?
The latest GAPR 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 GAPR 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 GAPR position after the reporting date.
Are institutions buying or selling GAPR?
Institutional buying and selling can be analyzed by comparing GAPR positions across consecutive 13F reporting periods. InsiderSet's GAPR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GAPR ownership changes.
How has GAPR institutional ownership changed over time?
InsiderSet tracks GAPR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.