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 $186.69M 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 $46.34M, representing an estimated gain of +7.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed GJUL value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Osaic Holdings, Inc., Envestnet Asset Management Inc, 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
$186.69M
Largest Holder
Raymond James Financial Inc
Largest Position
$43.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
141
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 | $46,340,722 | +$3,258,009 | +7.56% | |
| Osaic Holdings, Inc. | 0.03% | 556,417 | $22,689,819 | $24,404,450 | +$1,714,631 | +7.56% | |
| Envestnet Asset Management Inc | 0.00% | 308,922 | $12,596,727 | $13,549,319 | +$952,592 | +7.56% | |
| Lpl Financial Llc | 0.00% | 259,850 | $10,595,746 | $11,397,021 | +$801,275 | +7.56% | |
| Cetera Investment Advisers | 0.01% | 236,272 | $9,634,322 | $10,362,890 | +$728,568 | +7.56% | |
| Commonwealth Equity Services, Llc | 0.01% | 190,520 | $8,285,712 | $8,356,207 | +$70,495 | +0.85% | |
| Kestra Advisory Services, Llc | 0.02% | 176,856 | $7,691,467 | $7,756,904 | +$65,437 | +0.85% | |
| Integrated Wealth Concepts Llc | 0.05% | 166,158 | $6,775,325 | $7,287,690 | +$512,365 | +7.56% | |
| Dagco, Inc. | 0.85% | 106,109 | $4,614,680 | $4,653,941 | +$39,261 | +0.85% | |
| Americana Partners, Llc | 0.11% | 108,322 | $4,416,981 | $4,751,003 | +$334,022 | +7.56% | |
| Truist Financial Corp | 0.00% | 94,676 | $4,117,459 | $4,152,489 | +$35,030 | +0.85% | |
| Sunbelt Securities, Inc. | 0.25% | 97,086 | $3,958,818 | $4,258,192 | +$299,374 | +7.56% | |
| Mml Investors Services, Llc | 0.01% | 96,023 | $3,915,472 | $4,211,569 | +$296,097 | +7.56% | |
| Founders Financial Securities Llc | 0.11% | 49,666 | $2,159,974 | $2,178,351 | +$18,377 | +0.85% | |
| Avantra Family Wealth, Inc. | 1.20% | 43,372 | $1,886,248 | $1,902,296 | +$16,048 | +0.85% | |
| Creativeone Wealth, Llc | 0.04% | 42,182 | $1,720,030 | $1,850,103 | +$130,073 | +7.56% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.07% | 34,000 | $1,478,660 | $1,491,240 | +$12,580 | +0.85% | |
| Kestra Investment Management, Llc | 0.02% | 31,572 | $1,287,393 | $1,384,748 | +$97,355 | +7.56% | |
| E&G Advisors, Lp | 0.23% | 27,150 | $1,180,754 | $1,190,799 | +$10,045 | +0.85% | |
| City Holding Co | 0.13% | 26,775 | $1,164,177 | $1,174,352 | +$10,175 | +0.87% | |
| Diligent Investors, Llc | 0.25% | 25,993 | $1,130,436 | $1,140,053 | +$9,617 | +0.85% | |
| Concurrent Investment Advisors, Llc | 0.01% | 25,448 | $1,106,734 | $1,116,149 | +$9,415 | +0.85% | |
| Mai Capital Management | 0.01% | 23,241 | $947,685 | $1,019,350 | +$71,665 | +7.56% | |
| United Capital Financial Advisors, Llc | 0.01% | 21,947 | $894,999 | $962,595 | +$67,596 | +7.55% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 19,826 | $862,233 | $869,568 | +$7,335 | +0.85% | |
| Kovack Advisors, Inc. | 0.04% | 19,452 | $845,962 | $853,165 | +$7,203 | +0.85% | |
| Elevation Point Wealth Partners, Llc | 0.02% | 20,557 | $838,240 | $901,630 | +$63,390 | +7.56% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 20,557 | $838,240 | $901,630 | +$63,390 | +7.56% | |
| Kintra Wealth, Llc | 0.05% | 18,800 | $766,596 | $824,568 | +$57,972 | +7.56% | |
| Tanglewood Legacy Advisors, Llc | 0.26% | 17,943 | $731,651 | $786,980 | +$55,329 | +7.56% | |
| Prospera Financial Services Inc | 0.01% | 15,883 | $690,743 | $696,628 | +$5,885 | +0.85% | |
| Integrity Financial Corp | 0.32% | 15,304 | $665,571 | $671,233 | +$5,662 | +0.85% | |
| Hightower Advisors, Llc | 0.00% | 15,850 | $646,306 | $695,181 | +$48,875 | +7.56% | |
| Uptick Partners, Llc | 0.13% | 15,673 | $639,089 | $687,418 | +$48,329 | +7.56% | |
| Daymark Wealth Partners, Llc | 0.02% | 14,199 | $617,533 | $622,768 | +$5,235 | +0.85% | |
| Keystone Wealth Services, Llc | 0.13% | 14,852 | $605,611 | $651,409 | +$45,798 | +7.56% | |
| Keating Financial Advisory Services, Inc. | 0.10% | 14,801 | $603,532 | $649,172 | +$45,640 | +7.56% | |
| Nvest Financial, Llc | 0.19% | 13,865 | $602,989 | $608,119 | +$5,130 | +0.85% | |
| Susquehanna International Group, Llp | 0.00% | 14,637 | $596,844 | $641,979 | +$45,135 | +7.56% | |
| Royal Bank Of Canada | 0.00% | 14,219 | $580,000 | $623,645 | +$43,645 | +7.53% | |
| Old Mission Capital Llc | 0.01% | 13,608 | $554,885 | $596,847 | +$41,962 | +7.56% | |
| Mutual Advisors, Llc | 0.01% | 12,393 | $505,342 | $543,557 | +$38,215 | +7.56% | |
| Ferguson Shapiro Llc | 0.15% | 11,423 | $496,786 | $501,013 | +$4,227 | +0.85% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,560 | $471,376 | $507,022 | +$35,646 | +7.56% | |
| Fsb Premier Wealth Management, Inc. | 0.15% | 11,528 | $470,070 | $505,618 | +$35,548 | +7.56% | |
| Harbour Investments, Inc. | 0.01% | 11,522 | $469,826 | $505,355 | +$35,529 | +7.56% | |
| Norden Group Llc | 0.04% | 10,434 | $453,775 | $457,635 | +$3,860 | +0.85% | |
| Alpha Financial Partners Llc | 0.26% | 10,793 | $440,100 | $473,381 | +$33,281 | +7.56% | |
| Mckinley Carter Wealth Services, Inc. | 0.02% | 9,861 | $428,855 | $432,503 | +$3,648 | +0.85% | |
| Cary Street Partners Financial Llc | 0.01% | 9,725 | $422,940 | $426,539 | +$3,599 | +0.85% |
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.