GJUN Institutional Ownership & Shareholders
FT VEST US EQUITY MODERATE B (GJUN) is currently held by 131 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $289.84M 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 GJUN tracked by InsiderSet, reporting ownership valued at approximately $67.95M in its September 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 $67.80M, representing an estimated loss of -0.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed GJUN 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 (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
131
Total Reported Value
$289.84M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$67.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
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 | 0.09% | 1,620,186 | $67,950,620 | $67,804,784 | -$145,836 | -0.21% | |
| Raymond James Financial Inc | 0.01% | 725,061 | $29,865,263 | $30,343,803 | +$478,540 | +1.60% | |
| Cetera Investment Advisers | 0.02% | 492,470 | $20,284,839 | $20,609,870 | +$325,031 | +1.60% | |
| Envestnet Asset Management Inc | 0.00% | 474,211 | $19,532,754 | $19,845,730 | +$312,976 | +1.60% | |
| Osaic Holdings, Inc. | 0.02% | 429,079 | $17,673,535 | $17,956,956 | +$283,421 | +1.60% | |
| Lpl Financial Llc | 0.00% | 375,220 | $15,455,312 | $15,702,957 | +$247,645 | +1.60% | |
| Mariner, Llc | 0.01% | 263,272 | $10,844,174 | $11,017,933 | +$173,759 | +1.60% | |
| Atria Investments, Inc | 0.10% | 245,710 | $10,305,077 | $10,282,964 | -$22,114 | -0.21% | |
| First International Bank Of Israel Ltd. | 2.25% | 200,000 | $8,238,000 | $8,370,000 | +$132,000 | +1.60% | |
| Kestra Advisory Services, Llc | 0.02% | 145,351 | $6,096,021 | $6,082,939 | -$13,082 | -0.21% | |
| Focus Partners Wealth | 0.01% | 141,194 | $5,815,781 | $5,908,969 | +$93,188 | +1.60% | |
| Avantra Family Wealth, Inc. | 2.80% | 111,532 | $4,677,660 | $4,667,614 | -$10,046 | -0.21% | |
| Mai Capital Management | 0.02% | 105,248 | $4,335,166 | $4,404,629 | +$69,463 | +1.60% | |
| Sunbelt Securities, Inc. | 0.23% | 92,385 | $3,641,817 | $3,866,312 | +$224,495 | +6.16% | |
| Creativeone Wealth, Llc | 0.08% | 86,666 | $3,569,772 | $3,626,972 | +$57,200 | +1.60% | |
| Founders Financial Securities Llc | 0.10% | 48,669 | $2,041,178 | $2,036,798 | -$4,380 | -0.21% | |
| Foundations Investment Advisors, Llc | 0.02% | 45,627 | $1,879,376 | $1,909,490 | +$30,114 | +1.60% | |
| Arkadios Wealth Advisors | 0.03% | 43,979 | $1,811,495 | $1,840,521 | +$29,026 | +1.60% | |
| Tanglewood Legacy Advisors, Llc | 0.57% | 43,132 | $1,776,608 | $1,805,074 | +$28,466 | +1.60% | |
| Captrust Financial Advisors | 0.00% | 39,784 | $1,638,703 | $1,664,960 | +$26,257 | +1.60% | |
| Truist Financial Corp | 0.00% | 36,689 | $1,538,737 | $1,535,435 | -$3,302 | -0.21% | |
| Keystone Wealth Services, Llc | 0.28% | 36,071 | $1,485,764 | $1,509,571 | +$23,807 | +1.60% | |
| Gallagher Fiduciary Advisors, Llc | 0.05% | 35,913 | $1,479,275 | $1,502,959 | +$23,684 | +1.60% | |
| Archer Investment Corp | 0.28% | 35,535 | $1,463,668 | $1,487,140 | +$23,472 | +1.60% | |
| Diligent Investors, Llc | 0.32% | 34,481 | $1,446,133 | $1,443,030 | -$3,103 | -0.21% | |
| Great Valley Advisor Group, Inc. | 0.02% | 35,099 | $1,446,080 | $1,468,893 | +$22,813 | +1.58% | |
| Range Financial Group Llc | 0.38% | 33,091 | $1,387,837 | $1,384,858 | -$2,979 | -0.21% | |
| Lm Advisors Llc | 0.15% | 31,290 | $1,288,000 | $1,309,487 | +$21,487 | +1.67% | |
| City Holding Co | 0.14% | 30,100 | $1,262,093 | $1,259,685 | -$2,408 | -0.19% | |
| Advisornet Financial, Inc | 0.06% | 29,814 | $1,256,362 | $1,247,716 | -$8,646 | -0.69% | |
| Triad Wealth Partners, Llc | 0.07% | 29,396 | $1,232,868 | $1,230,223 | -$2,645 | -0.21% | |
| Nvest Financial, Llc | 0.36% | 27,341 | $1,126,176 | $1,144,221 | +$18,045 | +1.60% | |
| Northcrest Asset Manangement, Llc | 0.03% | 26,558 | $1,122,089 | $1,111,452 | -$10,637 | -0.95% | |
| Newedge Advisors, Llc | 0.00% | 25,302 | $1,042,189 | $1,058,889 | +$16,700 | +1.60% | |
| Integrated Wealth Concepts Llc | 0.01% | 25,146 | $1,035,764 | $1,052,360 | +$16,596 | +1.60% | |
| Ignite Planners, Llc | 0.13% | 24,136 | $1,012,265 | $1,010,092 | -$2,173 | -0.21% | |
| Ausdal Financial Partners, Inc. | 0.04% | 23,198 | $955,526 | $970,836 | +$15,310 | +1.60% | |
| Mml Investors Services, Llc | 0.00% | 23,111 | $951,942 | $967,195 | +$15,253 | +1.60% | |
| Icon Wealth Advisors, Llc | 0.05% | 21,935 | $903,487 | $917,980 | +$14,493 | +1.60% | |
| Mutual Advisors, Llc | 0.02% | 20,150 | $829,964 | $843,278 | +$13,314 | +1.60% | |
| Signal Advisors Wealth, Llc | 0.04% | 19,051 | $798,999 | $797,284 | -$1,715 | -0.21% | |
| Kintra Wealth, Llc | 0.04% | 18,750 | $788,597 | $784,688 | -$3,910 | -0.50% | |
| Novapoint Capital, Llc | 0.16% | 17,822 | $747,455 | $745,851 | -$1,604 | -0.21% | |
| Concurrent Investment Advisors, Llc | 0.01% | 17,372 | $728,582 | $727,018 | -$1,564 | -0.21% | |
| Nations Financial Group Inc | 0.03% | 16,947 | $698,047 | $709,232 | +$11,185 | +1.60% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 16,666 | $686,473 | $697,472 | +$10,999 | +1.60% | |
| Americana Partners, Llc | 0.01% | 16,365 | $686,348 | $684,875 | -$1,473 | -0.21% | |
| Madrona Financial Services, Llc | 0.10% | 16,047 | $673,011 | $671,567 | -$1,444 | -0.21% | |
| First Heartland Consultants, Inc. | 0.04% | 15,498 | $649,986 | $648,591 | -$1,395 | -0.21% | |
| Harbour Investments, Inc. | 0.01% | 15,415 | $634,944 | $645,118 | +$10,174 | +1.60% |
Frequently asked questions about GJUN
Who are the largest institutional holders of GJUN?
The largest institutional holders of GJUN reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Raymond James Financial Inc, Cetera Investment Advisers, Envestnet Asset Management Inc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported GJUN position.
What is GJUN institutional ownership?
This page tracks GJUN positions reported by institutional investment managers through SEC Form 13F. FT VEST US EQUITY MODERATE B (GJUN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GJUN?
InsiderSet currently tracks 131 institutional managers reporting GJUN 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 GJUN shareholders.
How much GJUN stock do institutions own?
Institutional investment managers disclosed approximately $289.84M in GJUN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GJUN institutional ownership last updated?
The latest GJUN 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 GJUN 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 GJUN position after the reporting date.
Are institutions buying or selling GJUN?
Institutional buying and selling can be analyzed by comparing GJUN positions across consecutive 13F reporting periods. InsiderSet's GJUN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GJUN ownership changes.
How has GJUN institutional ownership changed over time?
InsiderSet tracks GJUN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.