FT VEST US EQUITY MODERATE B (GJUL) Institutional Shareholders
FT VEST US EQUITY MODERATE B (GJUL) 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 $181.53M in GJUL holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of GJUL tracked by InsiderSet, reporting ownership valued at approximately $42.53M 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 $43.47M, representing an estimated gain of +2.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed GJUL value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Osaic Holdings, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY MODERATE B (GJUL).
This page ranks the largest institutional GJUL 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
123
Total Reported Value
$181.53M
Largest Holder
Raymond James Financial Inc
Largest Position
$42.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
147
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 | 0.01% | 977,956 | $42,531,307 | $43,471,024 | +$939,717 | +2.21% | |
| Osaic Holdings, Inc. | 0.02% | 331,336 | $14,409,654 | $14,728,183 | +$318,529 | +2.21% | |
| Lpl Financial Llc | 0.00% | 255,516 | $11,112,391 | $11,357,916 | +$245,525 | +2.21% | |
| Cetera Investment Advisers | 0.01% | 193,419 | $8,411,792 | $8,597,649 | +$185,857 | +2.21% | |
| Commonwealth Equity Services, Llc | 0.01% | 190,520 | $8,285,712 | $8,468,785 | +$183,073 | +2.21% | |
| Kestra Advisory Services, Llc | 0.02% | 176,856 | $7,691,467 | $7,861,408 | +$169,941 | +2.21% | |
| Envestnet Asset Management Inc | 0.00% | 172,926 | $7,520,563 | $7,686,716 | +$166,153 | +2.21% | |
| Integrated Wealth Concepts Llc | 0.05% | 166,158 | $7,226,211 | $7,385,873 | +$159,662 | +2.21% | |
| Dagco, Inc. | 0.85% | 106,109 | $4,614,680 | $4,716,641 | +$101,961 | +2.21% | |
| Mml Investors Services, Llc | 0.01% | 100,152 | $4,355,610 | $4,451,847 | +$96,237 | +2.21% | |
| Truist Financial Corp | 0.00% | 94,676 | $4,117,459 | $4,208,433 | +$90,974 | +2.21% | |
| Sunbelt Securities, Inc. | 0.25% | 97,086 | $3,958,818 | $4,315,560 | +$356,742 | +9.01% | |
| Americana Partners, Llc | 0.08% | 81,884 | $3,561,135 | $3,639,817 | +$78,682 | +2.21% | |
| Hrt Financial Lp | 0.00% | 57,025 | $2,480,000 | $2,534,813 | +$54,813 | +2.21% | |
| Park Avenue Securities Llc | 0.01% | 53,379 | $2,321,000 | $2,372,745 | +$51,745 | +2.23% | |
| Founders Financial Securities Llc | 0.11% | 49,666 | $2,159,974 | $2,207,698 | +$47,724 | +2.21% | |
| Avantra Family Wealth, Inc. | 1.20% | 43,372 | $1,886,248 | $1,927,924 | +$41,676 | +2.21% | |
| Susquehanna International Group, Llp | 0.00% | 42,770 | $1,860,067 | $1,901,165 | +$41,098 | +2.21% | |
| Creativeone Wealth, Llc | 0.04% | 40,045 | $1,741,557 | $1,780,036 | +$38,479 | +2.21% | |
| Janney Montgomery Scott Llc | 0.00% | 35,778 | $1,556,000 | $1,590,364 | +$34,364 | +2.21% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.07% | 34,000 | $1,478,660 | $1,511,331 | +$32,671 | +2.21% | |
| Wood Tarver Financial Group, Llc | 0.30% | 29,505 | $1,283,000 | $1,311,524 | +$28,524 | +2.22% | |
| E&G Advisors, Lp | 0.23% | 27,150 | $1,180,754 | $1,206,842 | +$26,088 | +2.21% | |
| City Holding Co | 0.13% | 26,775 | $1,164,177 | $1,190,173 | +$25,996 | +2.23% | |
| Diligent Investors, Llc | 0.25% | 25,993 | $1,130,436 | $1,155,412 | +$24,976 | +2.21% | |
| Concurrent Investment Advisors, Llc | 0.01% | 25,448 | $1,106,734 | $1,131,187 | +$24,453 | +2.21% | |
| Newedge Advisors, Llc | 0.00% | 24,776 | $1,077,508 | $1,101,315 | +$23,807 | +2.21% | |
| United Capital Financial Advisors, Llc | 0.01% | 21,947 | $955,133 | $975,564 | +$20,431 | +2.14% | |
| Kintra Wealth, Llc | 0.05% | 20,234 | $903,347 | $899,420 | -$3,927 | -0.43% | |
| Elevation Point Wealth Partners, Llc | 0.02% | 20,557 | $894,024 | $913,777 | +$19,753 | +2.21% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 20,557 | $894,024 | $913,777 | +$19,753 | +2.21% | |
| Citadel Advisors Llc | 0.00% | 20,366 | $885,717 | $905,287 | +$19,570 | +2.21% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 19,826 | $862,233 | $881,284 | +$19,051 | +2.21% | |
| Kovack Advisors, Inc. | 0.04% | 19,452 | $845,962 | $864,659 | +$18,697 | +2.21% | |
| Tanglewood Legacy Advisors, Llc | 0.25% | 17,783 | $773,383 | $790,470 | +$17,087 | +2.21% | |
| Prospera Financial Services Inc | 0.01% | 15,883 | $690,743 | $706,014 | +$15,271 | +2.21% | |
| Integrity Financial Corp | 0.32% | 15,304 | $665,571 | $680,277 | +$14,706 | +2.21% | |
| Keystone Wealth Services, Llc | 0.12% | 14,788 | $643,130 | $657,340 | +$14,210 | +2.21% | |
| Keating Financial Advisory Services, Inc. | 0.08% | 14,780 | $642,782 | $656,984 | +$14,202 | +2.21% | |
| Uptick Partners, Llc | 0.10% | 14,614 | $635,563 | $649,605 | +$14,042 | +2.21% | |
| Royal Bank Of Canada | 0.00% | 14,219 | $618,000 | $632,047 | +$14,047 | +2.27% | |
| Daymark Wealth Partners, Llc | 0.02% | 14,199 | $617,533 | $631,158 | +$13,625 | +2.21% | |
| Nvest Financial, Llc | 0.19% | 13,865 | $602,989 | $616,312 | +$13,323 | +2.21% | |
| Mutual Advisors, Llc | 0.01% | 12,628 | $549,192 | $561,326 | +$12,134 | +2.21% | |
| Ferguson Shapiro Llc | 0.15% | 11,423 | $496,786 | $507,763 | +$10,977 | +2.21% | |
| Harbour Investments, Inc. | 0.01% | 11,364 | $494,220 | $505,140 | +$10,920 | +2.21% | |
| Arax Advisory Partners | 0.00% | 11,213 | $487,653 | $498,428 | +$10,775 | +2.21% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,160 | $485,348 | $496,072 | +$10,724 | +2.21% | |
| Jane Street Group, Llc | 0.00% | 11,059 | $480,956 | $491,583 | +$10,627 | +2.21% | |
| Alpha Financial Partners Llc | 0.25% | 10,793 | $469,388 | $479,759 | +$10,371 | +2.21% |
Frequently asked questions about GJUL
Who owns the most GJUL stock?
The largest holders of GJUL 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 US EQUITY MODERATE B (GJUL).
Is GJUL widely held by superinvestors?
Many widely followed stocks like GJUL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GJUL 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.