GAUG Institutional Ownership & Shareholders
FT VEST US EQUITY MODERATE B (GAUG) is currently held by 111 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $190.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Arax Advisory Partners is currently the largest disclosed institutional shareholder of GAUG tracked by InsiderSet, reporting ownership valued at approximately $63.25M 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 $64.06M, representing an estimated gain of +1.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed GAUG value among the investors covered in this analysis. Major shareholders include Arax Advisory Partners, Commonwealth Equity Services, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY MODERATE B (GAUG).
This page ranks the largest institutional GAUG 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
111
Total Reported Value
$190.84M
Largest Holder
Arax Advisory Partners
Largest Position
$63.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Arax Advisory Partners | 0.42% | 1,526,954 | $63,246,470 | $64,055,720 | +$809,250 | +1.28% | |
| Commonwealth Equity Services, Llc | 0.02% | 316,444 | $13,323,819 | $13,274,826 | -$48,993 | -0.37% | |
| Raymond James Financial Inc | 0.00% | 253,335 | $10,493,136 | $10,627,403 | +$134,267 | +1.28% | |
| First International Bank Of Israel Ltd. | 3.92% | 230,000 | $9,684,104 | $9,648,500 | -$35,604 | -0.37% | |
| Kestra Advisory Services, Llc | 0.02% | 206,791 | $8,706,894 | $8,674,882 | -$32,012 | -0.37% | |
| Milestone Asset Management, Llc | 1.04% | 156,345 | $6,582,875 | $6,558,673 | -$24,202 | -0.37% | |
| Osaic Holdings, Inc. | 0.01% | 119,908 | $4,966,552 | $5,030,141 | +$63,589 | +1.28% | |
| Vestgen Advisors, Llc | 0.10% | 80,543 | $3,391,247 | $3,378,779 | -$12,468 | -0.37% | |
| Cetera Investment Advisers | 0.00% | 75,168 | $3,113,459 | $3,153,298 | +$39,839 | +1.28% | |
| Susquehanna International Group, Llp | 0.00% | 67,608 | $2,800,323 | $2,836,156 | +$35,833 | +1.28% | |
| Sage Capital Advisors,Llc | 0.47% | 55,385 | $2,331,956 | $2,323,401 | -$8,555 | -0.37% | |
| Lpl Financial Llc | 0.00% | 54,972 | $2,276,940 | $2,306,075 | +$29,135 | +1.28% | |
| Brookstone Capital Management | 0.02% | 53,739 | $2,262,670 | $2,254,351 | -$8,319 | -0.37% | |
| Chris Bulman Inc | 0.79% | 53,615 | $2,257,449 | $2,249,149 | -$8,300 | -0.37% | |
| Envestnet Asset Management Inc | 0.00% | 51,556 | $2,135,450 | $2,162,774 | +$27,324 | +1.28% | |
| Concurrent Investment Advisors, Llc | 0.01% | 49,249 | $2,073,619 | $2,065,996 | -$7,623 | -0.37% | |
| Tanglewood Legacy Advisors, Llc | 0.65% | 48,766 | $2,019,888 | $2,045,734 | +$25,846 | +1.28% | |
| Founders Financial Securities Llc | 0.10% | 47,685 | $2,007,767 | $2,000,386 | -$7,381 | -0.37% | |
| Independent Financial Group, Llc | 0.04% | 46,505 | $1,958,084 | $1,950,885 | -$7,199 | -0.37% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.50% | 44,262 | $1,863,643 | $1,856,791 | -$6,852 | -0.37% | |
| Royal Bank Of Canada | 0.00% | 44,435 | $1,840,000 | $1,864,048 | +$24,048 | +1.31% | |
| Horizon Investments, Llc | 0.02% | 42,313 | $1,752,604 | $1,775,030 | +$22,426 | +1.28% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.07% | 35,170 | $1,480,826 | $1,475,382 | -$5,445 | -0.37% | |
| City Holding Co | 0.16% | 33,350 | $1,404,035 | $1,399,033 | -$5,003 | -0.36% | |
| Wealthplan Investment Management, Llc | 0.07% | 33,053 | $1,391,690 | $1,386,573 | -$5,117 | -0.37% | |
| Old Mission Capital Llc | 0.03% | 30,932 | $1,281,203 | $1,297,597 | +$16,394 | +1.28% | |
| Lvz, Inc. | 0.13% | 30,427 | $1,281,123 | $1,276,413 | -$4,710 | -0.37% | |
| Mai Capital Management | 0.00% | 29,110 | $1,205,737 | $1,221,165 | +$15,428 | +1.28% | |
| Janney Montgomery Scott Llc | 0.00% | 26,024 | $1,078,000 | $1,091,707 | +$13,707 | +1.27% | |
| Truist Financial Corp | 0.00% | 23,769 | $1,000,789 | $997,110 | -$3,679 | -0.37% | |
| Uptick Partners, Llc | 0.14% | 23,493 | $989,150 | $985,531 | -$3,619 | -0.37% | |
| Kestra Investment Management, Llc | 0.02% | 22,407 | $943,442 | $939,974 | -$3,468 | -0.37% | |
| Creativeone Wealth, Llc | 0.02% | 22,243 | $921,305 | $933,094 | +$11,789 | +1.28% | |
| Kovack Advisors, Inc. | 0.04% | 22,202 | $919,608 | $931,374 | +$11,766 | +1.28% | |
| Citadel Advisors Llc | 0.00% | 21,310 | $882,660 | $893,955 | +$11,295 | +1.28% | |
| Jpmorgan Chase & Co | 0.00% | 20,988 | $866,175 | $880,447 | +$14,272 | +1.65% | |
| Centaurus Financial, Inc. | 0.03% | 20,671 | $856,000 | $867,148 | +$11,148 | +1.30% | |
| Sanctuary Advisors, Llc | 0.00% | 20,570 | $852,009 | $862,912 | +$10,903 | +1.28% | |
| Mutual Advisors, Llc | 0.02% | 20,509 | $849,483 | $860,353 | +$10,870 | +1.28% | |
| Ascentis Independent Advisors | 0.05% | 17,700 | $745,255 | $742,515 | -$2,740 | -0.37% | |
| United Capital Financial Advisors, Llc | 0.00% | 17,885 | $741,154 | $750,276 | +$9,122 | +1.23% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 23,949 | $727,381 | $1,004,661 | +$277,280 | +38.12% | |
| Fsb Premier Wealth Management, Inc. | 0.20% | 17,517 | $725,554 | $734,838 | +$9,284 | +1.28% | |
| Wood Tarver Financial Group, Llc | 0.16% | 16,764 | $694,000 | $703,250 | +$9,250 | +1.33% | |
| Wealthplan Partners, Llc | 0.11% | 14,133 | $595,067 | $592,879 | -$2,188 | -0.37% | |
| Range Financial Group Llc | 0.16% | 13,980 | $588,607 | $586,461 | -$2,146 | -0.36% | |
| Harbour Investments, Inc. | 0.01% | 13,755 | $569,732 | $577,022 | +$7,290 | +1.28% | |
| Reicon Wealth Advisors, Llc | 0.30% | 13,264 | $558,478 | $556,425 | -$2,053 | -0.37% | |
| Savvy Advisors, Inc. | 0.01% | 13,417 | $555,732 | $562,843 | +$7,111 | +1.28% | |
| Diligent Investors, Llc | 0.12% | 12,965 | $545,889 | $543,882 | -$2,007 | -0.37% |
Frequently asked questions about GAUG
Who are the largest institutional holders of GAUG?
The largest institutional holders of GAUG reported in the latest SEC Form 13F filings include Arax Advisory Partners, Commonwealth Equity Services, Llc, Raymond James Financial Inc, First International Bank Of Israel Ltd., and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported GAUG position.
What is GAUG institutional ownership?
This page tracks GAUG positions reported by institutional investment managers through SEC Form 13F. FT VEST US EQUITY MODERATE B (GAUG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GAUG?
InsiderSet currently tracks 111 institutional managers reporting GAUG 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 GAUG shareholders.
How much GAUG stock do institutions own?
Institutional investment managers disclosed approximately $190.84M in GAUG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GAUG institutional ownership last updated?
The latest GAUG 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 GAUG 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 GAUG position after the reporting date.
Are institutions buying or selling GAUG?
Institutional buying and selling can be analyzed by comparing GAUG positions across consecutive 13F reporting periods. InsiderSet's GAUG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GAUG ownership changes.
How has GAUG institutional ownership changed over time?
InsiderSet tracks GAUG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.