FT VEST US EQUITY MODERATE B (GJUN) Institutional Shareholders
FT VEST US EQUITY MODERATE B (GJUN) 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 $187.60M in GJUN holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of GJUN tracked by InsiderSet, reporting ownership valued at approximately $19.53M 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 $19.87M, representing an estimated gain of +1.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed GJUN value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Atria Investments, Inc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY MODERATE B (GJUN).
This page ranks the largest institutional GJUN 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
126
Total Reported Value
$187.60M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$19.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
139
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.00% | 474,211 | $19,532,754 | $19,872,286 | +$339,532 | +1.74% | |
| Atria Investments, Inc | 0.18% | 424,651 | $17,491,375 | $17,795,425 | +$304,050 | +1.74% | |
| Cetera Investment Advisers | 0.02% | 360,800 | $14,222,736 | $15,119,685 | +$896,949 | +6.31% | |
| Mariner, Llc | 0.01% | 268,630 | $10,589,395 | $11,257,209 | +$667,814 | +6.31% | |
| Commonwealth Equity Services, Llc | 0.01% | 238,641 | $9,829,620 | $10,000,490 | +$170,870 | +1.74% | |
| Raymond James Financial Inc | 0.00% | 231,340 | $9,119,423 | $9,694,534 | +$575,111 | +6.31% | |
| First International Bank Of Israel Ltd. | 2.32% | 200,000 | $7,884,000 | $8,381,200 | +$497,200 | +6.31% | |
| Lpl Financial Llc | 0.00% | 161,571 | $6,369,129 | $6,770,794 | +$401,665 | +6.31% | |
| Kestra Advisory Services, Llc | 0.02% | 148,862 | $6,131,626 | $6,238,211 | +$106,585 | +1.74% | |
| Focus Partners Wealth | 0.01% | 147,231 | $5,803,846 | $6,169,862 | +$366,016 | +6.31% | |
| Osaic Holdings, Inc. | 0.01% | 122,989 | $4,848,190 | $5,153,977 | +$305,787 | +6.31% | |
| Avantra Family Wealth, Inc. | 2.86% | 108,930 | $4,486,827 | $4,564,821 | +$77,994 | +1.74% | |
| Bam Wealth Management, Llc | 2.69% | 104,305 | $4,296,323 | $4,371,005 | +$74,682 | +1.74% | |
| Vestgen Advisors, Llc | 0.11% | 95,057 | $3,884,980 | $3,983,459 | +$98,479 | +2.53% | |
| Americana Partners, Llc | 0.10% | 94,476 | $3,724,244 | $3,959,111 | +$234,867 | +6.31% | |
| Sunbelt Securities, Inc. | 0.23% | 92,385 | $3,641,817 | $3,871,486 | +$229,669 | +6.31% | |
| Captrust Financial Advisors | 0.00% | 69,975 | $2,758,414 | $2,932,372 | +$173,958 | +6.31% | |
| Founders Financial Securities Llc | 0.10% | 45,688 | $1,881,889 | $1,914,601 | +$32,712 | +1.74% | |
| Foundations Investment Advisors, Llc | 0.02% | 47,339 | $1,866,103 | $1,983,788 | +$117,685 | +6.31% | |
| Arkadios Wealth Advisors | 0.03% | 44,179 | $1,741,536 | $1,851,365 | +$109,829 | +6.31% | |
| Novapoint Capital, Llc | 0.40% | 40,640 | $1,602,029 | $1,703,060 | +$101,031 | +6.31% | |
| Truist Financial Corp | 0.00% | 36,627 | $1,508,666 | $1,534,891 | +$26,225 | +1.74% | |
| Archer Investment Corp | 0.29% | 35,535 | $1,463,668 | $1,489,130 | +$25,462 | +1.74% | |
| Keystone Wealth Services, Llc | 0.31% | 36,571 | $1,441,629 | $1,532,544 | +$90,915 | +6.31% | |
| Diligent Investors, Llc | 0.32% | 34,481 | $1,420,272 | $1,444,961 | +$24,689 | +1.74% | |
| Range Financial Group Llc | 0.37% | 33,091 | $1,363,018 | $1,386,711 | +$23,693 | +1.74% | |
| City Holding Co | 0.14% | 31,100 | $1,280,698 | $1,303,277 | +$22,579 | +1.76% | |
| Creativeone Wealth, Llc | 0.03% | 32,002 | $1,261,519 | $1,341,076 | +$79,557 | +6.31% | |
| Advisornet Financial, Inc | 0.06% | 29,814 | $1,228,039 | $1,249,385 | +$21,346 | +1.74% | |
| Triad Wealth Partners, Llc | 0.09% | 29,119 | $1,147,871 | $1,220,261 | +$72,390 | +6.31% | |
| Nvest Financial, Llc | 0.36% | 27,341 | $1,126,176 | $1,145,752 | +$19,576 | +1.74% | |
| Tanglewood Legacy Advisors, Llc | 0.40% | 28,190 | $1,111,249 | $1,181,330 | +$70,081 | +6.31% | |
| Northcrest Asset Manangement, Llc | 0.03% | 26,558 | $1,097,655 | $1,112,940 | +$15,285 | +1.39% | |
| Integrated Wealth Concepts Llc | 0.01% | 25,254 | $995,513 | $1,058,294 | +$62,781 | +6.31% | |
| Icon Wealth Advisors, Llc | 0.06% | 21,935 | $892,300 | $919,208 | +$26,908 | +3.02% | |
| Ignite Planners, Llc | 0.12% | 21,156 | $871,416 | $886,563 | +$15,147 | +1.74% | |
| Citadel Advisors Llc | 0.00% | 20,896 | $823,720 | $875,668 | +$51,948 | +6.31% | |
| Sequent Planning Llc | 0.20% | 20,781 | $819,187 | $870,849 | +$51,662 | +6.31% | |
| Mml Investors Services, Llc | 0.00% | 20,371 | $803,025 | $853,667 | +$50,642 | +6.31% | |
| Kintra Wealth, Llc | 0.05% | 19,116 | $753,553 | $801,075 | +$47,522 | +6.31% | |
| Strategic Blueprint, Llc | 0.04% | 18,219 | $750,441 | $763,485 | +$13,044 | +1.74% | |
| Signal Advisors Wealth, Llc | 0.04% | 18,031 | $742,697 | $755,607 | +$12,910 | +1.74% | |
| Brookstone Capital Management | 0.01% | 17,571 | $723,749 | $736,330 | +$12,581 | +1.74% | |
| Farther Finance Advisors, Llc | 0.01% | 17,545 | $722,690 | $735,241 | +$12,551 | +1.74% | |
| Nations Financial Group Inc | 0.03% | 16,947 | $698,047 | $710,181 | +$12,134 | +1.74% | |
| Ausdal Financial Partners, Inc. | 0.03% | 17,378 | $685,041 | $728,242 | +$43,201 | +6.31% | |
| Madrona Financial Services, Llc | 0.12% | 16,047 | $660,976 | $672,466 | +$11,490 | +1.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 41,341 | $615,937 | $1,732,436 | +$1,116,499 | +181.27% | |
| Harvest Investment Services, Llc | 0.11% | 15,284 | $602,495 | $640,491 | +$37,996 | +6.31% | |
| Royal Bank Of Canada | 0.00% | 14,913 | $588,000 | $624,944 | +$36,944 | +6.28% |
Frequently asked questions about GJUN
Who owns the most GJUN stock?
The largest holders of GJUN 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 (GJUN).
Is GJUN widely held by superinvestors?
Many widely followed stocks like GJUN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GJUN 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.