GMAY Institutional Ownership & Shareholders
FT VEST U.S. EQUITY MODERATE (GMAY) is currently held by 146 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $233.02M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of GMAY tracked by InsiderSet, reporting ownership valued at approximately $23.20M 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 $23.54M, representing an estimated gain of +1.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed GMAY value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Envestnet Asset Management Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FT VEST U.S. EQUITY MODERATE (GMAY).
This page ranks the largest institutional GMAY 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
146
Total Reported Value
$233.02M
Largest Holder
Cetera Investment Advisers
Largest Position
$23.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.02% | 539,131 | $23,204,198 | $23,537,974 | +$333,776 | +1.44% | |
| Envestnet Asset Management Inc | 0.01% | 514,026 | $22,123,679 | $22,441,913 | +$318,234 | +1.44% | |
| Raymond James Financial Inc | 0.01% | 477,684 | $20,559,520 | $20,855,254 | +$295,734 | +1.44% | |
| Ausdal Financial Partners, Inc. | 0.59% | 349,265 | $15,032,366 | $15,248,596 | +$216,230 | +1.44% | |
| Lpl Financial Llc | 0.00% | 342,347 | $14,734,615 | $14,946,562 | +$211,947 | +1.44% | |
| Osaic Holdings, Inc. | 0.01% | 284,401 | $12,240,557 | $12,416,692 | +$176,135 | +1.44% | |
| Kestra Advisory Services, Llc | 0.02% | 179,586 | $7,886,711 | $7,840,563 | -$46,148 | -0.59% | |
| Commonwealth Equity Services, Llc | 0.01% | 177,232 | $7,783,340 | $7,737,790 | -$45,550 | -0.59% | |
| Milestone Asset Management, Llc | 1.09% | 156,493 | $6,872,562 | $6,832,344 | -$40,218 | -0.59% | |
| Pom Investment Strategies, Llc | 5.08% | 143,378 | $6,296,603 | $6,259,754 | -$36,849 | -0.59% | |
| Wood Tarver Financial Group, Llc | 1.22% | 119,857 | $5,158,000 | $5,232,849 | +$74,849 | +1.45% | |
| Wellment Financial | 4.79% | 101,336 | $4,450,282 | $4,424,239 | -$26,043 | -0.59% | |
| Creativeone Wealth, Llc | 0.10% | 102,896 | $4,428,644 | $4,492,347 | +$63,703 | +1.44% | |
| Outlook Wealth Advisors, Llc | 0.68% | 72,451 | $3,181,765 | $3,163,145 | -$18,620 | -0.59% | |
| Toptier Wealth Management, Llc | 1.53% | 59,680 | $2,620,913 | $2,605,575 | -$15,338 | -0.59% | |
| Archer Investment Corp | 0.39% | 47,673 | $2,051,846 | $2,081,360 | +$29,514 | +1.44% | |
| City Holding Co | 0.23% | 46,284 | $2,032,329 | $2,020,718 | -$11,611 | -0.57% | |
| Tanglewood Legacy Advisors, Llc | 0.62% | 44,841 | $1,929,957 | $1,957,718 | +$27,761 | +1.44% | |
| Founders Financial Securities Llc | 0.09% | 43,000 | $1,888,392 | $1,877,341 | -$11,051 | -0.59% | |
| Clear Creek Financial Management, Llc | 0.14% | 42,026 | $1,845,599 | $1,834,817 | -$10,782 | -0.58% | |
| Kovack Advisors, Inc. | 0.09% | 42,620 | $1,833,228 | $1,860,751 | +$27,523 | +1.50% | |
| Per Stirling Capital Management, Llc. | 0.17% | 41,028 | $1,765,845 | $1,791,246 | +$25,401 | +1.44% | |
| Networth Advisors, Llc | 1.00% | 39,636 | $1,740,674 | $1,730,472 | -$10,202 | -0.59% | |
| Integrated Wealth Management | 1.71% | 39,531 | $1,736,047 | $1,725,888 | -$10,159 | -0.59% | |
| Insigneo Advisory Services, Llc | 0.06% | 38,451 | $1,654,931 | $1,678,736 | +$23,805 | +1.44% | |
| Mai Capital Management | 0.01% | 38,016 | $1,636,209 | $1,659,744 | +$23,535 | +1.44% | |
| Mml Investors Services, Llc | 0.00% | 37,125 | $1,597,860 | $1,620,844 | +$22,984 | +1.44% | |
| Ballast Rock Private Wealth Llc | 0.73% | 35,739 | $1,569,518 | $1,560,333 | -$9,185 | -0.59% | |
| Fsa Advisors, Inc. | 0.66% | 33,601 | $1,446,187 | $1,466,989 | +$20,802 | +1.44% | |
| Harbour Investments, Inc. | 0.02% | 33,152 | $1,426,862 | $1,447,386 | +$20,524 | +1.44% | |
| Sowell Financial Services Llc | 0.05% | 32,000 | $1,405,315 | $1,397,091 | -$8,224 | -0.59% | |
| Tounjian Advisory Partners, Llc | 0.58% | 31,708 | $1,364,712 | $1,384,343 | +$19,631 | +1.44% | |
| Gallagher Fiduciary Advisors, Llc | 0.04% | 31,364 | $1,349,894 | $1,369,324 | +$19,430 | +1.44% | |
| Chris Bulman Inc | 0.44% | 28,757 | $1,262,895 | $1,255,505 | -$7,390 | -0.59% | |
| Brookstone Capital Management | 0.01% | 28,324 | $1,243,880 | $1,236,600 | -$7,280 | -0.59% | |
| Concurrent Investment Advisors, Llc | 0.01% | 25,181 | $1,105,841 | $1,099,380 | -$6,461 | -0.58% | |
| Truist Financial Corp | 0.00% | 24,952 | $1,095,795 | $1,089,382 | -$6,413 | -0.59% | |
| Savvy Advisors, Inc. | 0.02% | 25,259 | $1,087,147 | $1,102,785 | +$15,638 | +1.44% | |
| Keystone Wealth Services, Llc | 0.19% | 24,361 | $1,069,684 | $1,063,579 | -$6,105 | -0.57% | |
| Clearstead Advisors, Llc | 0.01% | 24,516 | $1,055,169 | $1,070,346 | +$15,177 | +1.44% | |
| Kestra Private Wealth Services, Llc | 0.01% | 23,272 | $1,022,015 | $1,016,035 | -$5,980 | -0.59% | |
| Vestgen Investment Management | 0.53% | 23,113 | $994,784 | $1,009,093 | +$14,309 | +1.44% | |
| Mutual Advisors, Llc | 0.02% | 21,955 | $944,941 | $958,536 | +$13,595 | +1.44% | |
| Geneos Wealth Management Inc. | 0.02% | 21,500 | $925,360 | $938,671 | +$13,311 | +1.44% | |
| Arkadios Wealth Advisors | 0.01% | 20,321 | $874,615 | $887,197 | +$12,582 | +1.44% | |
| Ignite Planners, Llc | 0.11% | 19,080 | $837,919 | $833,016 | -$4,903 | -0.59% | |
| New Wave Wealth Advisors Llc | 0.22% | 18,858 | $837,012 | $823,323 | -$13,689 | -1.64% | |
| Lloyd Advisory Services, Llc. | 0.31% | 18,569 | $815,478 | $810,706 | -$4,772 | -0.59% | |
| Signal Advisors Wealth, Llc | 0.04% | 18,376 | $807,002 | $802,280 | -$4,722 | -0.59% | |
| Focus Partners Wealth | 0.00% | 17,552 | $755,438 | $766,305 | +$10,867 | +1.44% |
Frequently asked questions about GMAY
Who are the largest institutional holders of GMAY?
The largest institutional holders of GMAY reported in the latest SEC Form 13F filings include Cetera Investment Advisers, Envestnet Asset Management Inc, Raymond James Financial Inc, Ausdal Financial Partners, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported GMAY position.
What is GMAY institutional ownership?
This page tracks GMAY positions reported by institutional investment managers through SEC Form 13F. FT VEST U.S. EQUITY MODERATE (GMAY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GMAY?
InsiderSet currently tracks 146 institutional managers reporting GMAY 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 GMAY shareholders.
How much GMAY stock do institutions own?
Institutional investment managers disclosed approximately $233.02M in GMAY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GMAY institutional ownership last updated?
The latest GMAY 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 GMAY 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 GMAY position after the reporting date.
Are institutions buying or selling GMAY?
Institutional buying and selling can be analyzed by comparing GMAY positions across consecutive 13F reporting periods. InsiderSet's GMAY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GMAY ownership changes.
How has GMAY institutional ownership changed over time?
InsiderSet tracks GMAY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.