GFEB Institutional Ownership & Shareholders
FT VEST US EQUITY MODERATE B (GFEB) is currently held by 114 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $188.26M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of GFEB tracked by InsiderSet, reporting ownership valued at approximately $19.18M 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 $19.62M, representing an estimated gain of +2.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed GFEB value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Raymond James Financial Inc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY MODERATE B (GFEB).
This page ranks the largest institutional GFEB 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
114
Total Reported Value
$188.26M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$19.18M
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 |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.02% | 435,657 | $19,181,630 | $19,616,938 | +$435,308 | +2.27% | |
| Raymond James Financial Inc | 0.00% | 413,611 | $18,210,962 | $18,624,242 | +$413,280 | +2.27% | |
| Cetera Investment Advisers | 0.01% | 294,578 | $12,970,034 | $13,264,376 | +$294,342 | +2.27% | |
| Osaic Holdings, Inc. | 0.01% | 247,162 | $10,882,393 | $11,129,309 | +$246,916 | +2.27% | |
| Lpl Financial Llc | 0.00% | 175,428 | $7,723,954 | $7,899,242 | +$175,288 | +2.27% | |
| Milestone Asset Management, Llc | 1.02% | 143,392 | $6,460,154 | $6,456,712 | -$3,442 | -0.05% | |
| Mariner, Llc | 0.01% | 134,347 | $5,915,191 | $6,049,430 | +$134,239 | +2.27% | |
| First International Bank Of Israel Ltd. | 1.56% | 130,000 | $5,723,796 | $5,853,692 | +$129,896 | +2.27% | |
| Atria Investments, Inc | 0.05% | 118,655 | $5,345,692 | $5,342,845 | -$2,847 | -0.05% | |
| Kestra Advisory Services, Llc | 0.02% | 119,185 | $5,247,620 | $5,366,710 | +$119,090 | +2.27% | |
| Truist Financial Corp | 0.01% | 110,286 | $4,968,649 | $4,966,002 | -$2,647 | -0.05% | |
| Sunbelt Securities, Inc. | 0.27% | 105,188 | $4,322,175 | $4,736,447 | +$414,272 | +9.58% | |
| Odonnell Financial Services, Llc | 1.25% | 96,699 | $4,257,580 | $4,354,201 | +$96,621 | +2.27% | |
| Clear Creek Financial Management, Llc | 0.30% | 88,269 | $3,976,730 | $3,974,612 | -$2,118 | -0.05% | |
| Tanglewood Legacy Advisors, Llc | 1.23% | 86,661 | $3,815,616 | $3,902,206 | +$86,590 | +2.27% | |
| Envestnet Asset Management Inc | 0.00% | 77,764 | $3,423,887 | $3,501,588 | +$77,701 | +2.27% | |
| Mai Capital Management | 0.01% | 70,795 | $3,117,048 | $3,187,786 | +$70,738 | +2.27% | |
| Per Stirling Capital Management, Llc. | 0.28% | 66,451 | $2,925,784 | $2,992,182 | +$66,398 | +2.27% | |
| Founders Financial Securities Llc | 0.14% | 62,064 | $2,796,132 | $2,794,643 | -$1,489 | -0.05% | |
| Madrona Financial Services, Llc | 0.36% | 51,525 | $2,321,325 | $2,320,088 | -$1,237 | -0.05% | |
| Mgo One Seven Llc | 0.04% | 49,712 | $2,239,645 | $2,238,452 | -$1,193 | -0.05% | |
| City Holding Co | 0.22% | 44,410 | $2,000,669 | $1,999,711 | -$958 | -0.05% | |
| Harbour Investments, Inc. | 0.03% | 42,997 | $1,893,124 | $1,936,086 | +$42,962 | +2.27% | |
| Concurrent Investment Advisors, Llc | 0.01% | 38,316 | $1,726,228 | $1,725,308 | -$920 | -0.05% | |
| Janney Montgomery Scott Llc | 0.00% | 39,081 | $1,721,000 | $1,759,755 | +$38,755 | +2.25% | |
| Arkadios Wealth Advisors | 0.03% | 38,877 | $1,711,724 | $1,750,569 | +$38,845 | +2.27% | |
| Creativeone Wealth, Llc | 0.04% | 38,813 | $1,708,905 | $1,747,687 | +$38,782 | +2.27% | |
| Brookstone Capital Management | 0.02% | 36,027 | $1,623,101 | $1,622,238 | -$863 | -0.05% | |
| Chris Bulman Inc | 0.57% | 35,880 | $1,616,478 | $1,615,619 | -$859 | -0.05% | |
| Range Financial Group Llc | 0.45% | 35,873 | $1,616,168 | $1,615,304 | -$864 | -0.05% | |
| Smart Wealth Llc | 0.33% | 35,005 | $1,541,242 | $1,576,219 | +$34,977 | +2.27% | |
| Susquehanna International Group, Llp | 0.00% | 34,161 | $1,504,082 | $1,538,215 | +$34,133 | +2.27% | |
| American Alpha Advisors, Llc | 0.80% | 30,719 | $1,352,533 | $1,383,227 | +$30,694 | +2.27% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 30,542 | $1,344,740 | $1,375,257 | +$30,517 | +2.27% | |
| Keystone Wealth Services, Llc | 0.24% | 29,738 | $1,309,340 | $1,339,055 | +$29,715 | +2.27% | |
| Arete Wealth Advisors, Llc | 0.08% | 25,850 | $1,136,908 | $1,163,984 | +$27,076 | +2.38% | |
| Old Mission Capital Llc | 0.03% | 24,748 | $1,089,634 | $1,114,363 | +$24,729 | +2.27% | |
| Waverly Advisors, Llc | 0.01% | 22,779 | $1,002,941 | $1,025,702 | +$22,761 | +2.27% | |
| Plotkin Financial Advisors, Llc | 0.38% | 20,645 | $908,982 | $929,611 | +$20,629 | +2.27% | |
| Wood Tarver Financial Group, Llc | 0.21% | 19,991 | $880,000 | $900,163 | +$20,163 | +2.29% | |
| Mml Investors Services, Llc | 0.00% | 19,824 | $872,835 | $892,643 | +$19,808 | +2.27% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 19,606 | $863,236 | $882,827 | +$19,591 | +2.27% | |
| Newedge Advisors, Llc | 0.00% | 17,882 | $787,330 | $805,198 | +$17,868 | +2.27% | |
| Diligent Investors, Llc | 0.17% | 17,475 | $787,291 | $786,871 | -$420 | -0.05% | |
| Citadel Advisors Llc | 0.00% | 16,841 | $741,496 | $758,323 | +$16,827 | +2.27% | |
| Uptick Partners, Llc | 0.11% | 16,240 | $715,034 | $731,261 | +$16,227 | +2.27% | |
| Kestra Private Wealth Services, Llc | 0.01% | 14,625 | $658,891 | $658,540 | -$351 | -0.05% | |
| Prospera Financial Services Inc | 0.01% | 14,450 | $636,207 | $650,660 | +$14,453 | +2.27% | |
| Ameritas Advisory Services, Llc | 0.01% | 13,555 | $596,816 | $610,360 | +$13,544 | +2.27% | |
| Mutual Advisors, Llc | 0.01% | 13,314 | $586,212 | $599,508 | +$13,296 | +2.27% |
Frequently asked questions about GFEB
Who are the largest institutional holders of GFEB?
The largest institutional holders of GFEB reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Raymond James Financial Inc, Cetera Investment Advisers, Osaic Holdings, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported GFEB position.
What is GFEB institutional ownership?
This page tracks GFEB positions reported by institutional investment managers through SEC Form 13F. FT VEST US EQUITY MODERATE B (GFEB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GFEB?
InsiderSet currently tracks 114 institutional managers reporting GFEB 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 GFEB shareholders.
How much GFEB stock do institutions own?
Institutional investment managers disclosed approximately $188.26M in GFEB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GFEB institutional ownership last updated?
The latest GFEB 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 GFEB 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 GFEB position after the reporting date.
Are institutions buying or selling GFEB?
Institutional buying and selling can be analyzed by comparing GFEB positions across consecutive 13F reporting periods. InsiderSet's GFEB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GFEB ownership changes.
How has GFEB institutional ownership changed over time?
InsiderSet tracks GFEB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.