FT VEST US EQUITY MODERATE B (GJUL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $198.60M 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 $43.08M in its March 31, 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 $45.75M, representing an estimated gain of +6.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed GJUL value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Osaic Holdings, Inc., Commonwealth Equity Services, 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
124
Total Reported Value
$198.60M
Largest Holder
Raymond James Financial Inc
Largest Position
$43.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
137
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% | 1,056,560 | $43,082,713 | $45,749,048 | +$2,666,335 | +6.19% | |
| Osaic Holdings, Inc. | 0.03% | 556,417 | $22,689,819 | $24,092,856 | +$1,403,037 | +6.18% | |
| Commonwealth Equity Services, Llc | 0.02% | 378,030 | $15,414,693 | $16,368,699 | +$954,006 | +6.19% | |
| Envestnet Asset Management Inc | 0.00% | 308,922 | $12,596,727 | $13,376,323 | +$779,596 | +6.19% | |
| Lpl Financial Llc | 0.00% | 259,850 | $10,595,746 | $11,251,505 | +$655,759 | +6.19% | |
| Cetera Investment Advisers | 0.01% | 236,272 | $9,634,322 | $10,230,578 | +$596,256 | +6.19% | |
| Kestra Advisory Services, Llc | 0.03% | 191,158 | $7,794,735 | $8,277,141 | +$482,406 | +6.19% | |
| Truist Financial Corp | 0.01% | 185,904 | $7,580,496 | $8,049,643 | +$469,147 | +6.19% | |
| Integrated Wealth Concepts Llc | 0.05% | 166,158 | $6,775,325 | $7,194,641 | +$419,316 | +6.19% | |
| Dagco, Inc. | 1.39% | 157,406 | $6,418,491 | $6,815,680 | +$397,189 | +6.19% | |
| Americana Partners, Llc | 0.11% | 108,322 | $4,416,981 | $4,690,343 | +$273,362 | +6.19% | |
| Sunbelt Securities, Inc. | 0.25% | 97,086 | $3,958,818 | $4,203,824 | +$245,006 | +6.19% | |
| Mml Investors Services, Llc | 0.01% | 96,023 | $3,915,472 | $4,157,796 | +$242,324 | +6.19% | |
| City Holding Co | 0.23% | 44,775 | $1,825,475 | $1,938,757 | +$113,282 | +6.21% | |
| Avantra Family Wealth, Inc. | 1.31% | 43,246 | $1,763,416 | $1,872,552 | +$109,136 | +6.19% | |
| Creativeone Wealth, Llc | 0.04% | 42,182 | $1,720,030 | $1,826,481 | +$106,451 | +6.19% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.08% | 34,000 | $1,386,398 | $1,472,200 | +$85,802 | +6.19% | |
| Kestra Investment Management, Llc | 0.02% | 31,572 | $1,287,393 | $1,367,068 | +$79,675 | +6.19% | |
| E&G Advisors, Lp | 0.25% | 27,200 | $1,109,118 | $1,177,760 | +$68,642 | +6.19% | |
| Diligent Investors, Llc | 0.27% | 26,493 | $1,080,289 | $1,147,147 | +$66,858 | +6.19% | |
| Concurrent Investment Advisors, Llc | 0.01% | 25,485 | $1,039,187 | $1,103,501 | +$64,314 | +6.19% | |
| Mai Capital Management | 0.01% | 23,241 | $947,685 | $1,006,335 | +$58,650 | +6.19% | |
| Hbw Advisory Services Llc | 0.10% | 22,299 | $909,273 | $965,547 | +$56,274 | +6.19% | |
| United Capital Financial Advisors, Llc | 0.01% | 21,947 | $894,999 | $950,305 | +$55,306 | +6.18% | |
| Patriot Financial Group Insurance Agency, Llc | 0.05% | 21,320 | $869,352 | $923,156 | +$53,804 | +6.19% | |
| Elevation Point Wealth Partners, Llc | 0.02% | 20,557 | $838,240 | $890,118 | +$51,878 | +6.19% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 20,557 | $838,240 | $890,118 | +$51,878 | +6.19% | |
| Avidian Wealth Enterprises, Llc | 0.03% | 19,826 | $808,433 | $858,466 | +$50,033 | +6.19% | |
| Kovack Advisors, Inc. | 0.04% | 19,452 | $793,179 | $842,272 | +$49,093 | +6.19% | |
| Integrity Financial Corp | 0.38% | 18,827 | $767,697 | $815,209 | +$47,512 | +6.19% | |
| Kintra Wealth, Llc | 0.05% | 18,800 | $766,596 | $814,040 | +$47,444 | +6.19% | |
| Daymark Wealth Partners, Llc | 0.02% | 18,208 | $742,470 | $788,406 | +$45,936 | +6.19% | |
| Tanglewood Legacy Advisors, Llc | 0.26% | 17,943 | $731,651 | $776,932 | +$45,281 | +6.19% | |
| Prospera Financial Services Inc | 0.01% | 16,133 | $657,837 | $698,559 | +$40,722 | +6.19% | |
| Hightower Advisors, Llc | 0.00% | 15,850 | $646,306 | $686,305 | +$39,999 | +6.19% | |
| Uptick Partners, Llc | 0.13% | 15,673 | $639,089 | $678,641 | +$39,552 | +6.19% | |
| Keystone Wealth Services, Llc | 0.13% | 14,852 | $605,611 | $643,092 | +$37,481 | +6.19% | |
| Keating Financial Advisory Services, Inc. | 0.10% | 14,801 | $603,532 | $640,883 | +$37,351 | +6.19% | |
| Susquehanna International Group, Llp | 0.00% | 14,637 | $596,844 | $633,782 | +$36,938 | +6.19% | |
| Royal Bank Of Canada | 0.00% | 14,219 | $580,000 | $615,683 | +$35,683 | +6.15% | |
| Nvest Financial, Llc | 0.21% | 13,865 | $565,365 | $600,355 | +$34,990 | +6.19% | |
| Old Mission Capital Llc | 0.01% | 13,608 | $554,885 | $589,226 | +$34,341 | +6.19% | |
| Ferguson Shapiro Llc | 0.16% | 13,034 | $531,480 | $564,372 | +$32,892 | +6.19% | |
| Mutual Advisors, Llc | 0.01% | 12,393 | $505,342 | $536,617 | +$31,275 | +6.19% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,560 | $471,376 | $500,548 | +$29,172 | +6.19% | |
| Fsb Premier Wealth Management, Inc. | 0.15% | 11,528 | $470,070 | $499,162 | +$29,092 | +6.19% | |
| Harbour Investments, Inc. | 0.01% | 11,522 | $469,826 | $498,903 | +$29,077 | +6.19% | |
| Alpha Financial Partners Llc | 0.26% | 10,793 | $440,100 | $467,337 | +$27,237 | +6.19% | |
| Norden Group Llc | 0.04% | 10,434 | $425,461 | $451,792 | +$26,331 | +6.19% | |
| Cary Street Partners Financial Llc | 0.01% | 9,875 | $402,667 | $427,588 | +$24,921 | +6.19% |
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.