GOCT Institutional Ownership & Shareholders
FT VEST US EQUITY MODERATE B (GOCT) is currently held by 109 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $117.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of GOCT tracked by InsiderSet, reporting ownership valued at approximately $12.66M 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 $13.05M, representing an estimated gain of +3.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed GOCT value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Kestra Advisory Services, Llc, Sequent Planning Llc, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY MODERATE B (GOCT).
This page ranks the largest institutional GOCT 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
109
Total Reported Value
$117.81M
Largest Holder
Raymond James Financial Inc
Largest Position
$12.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
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 | 0.00% | 304,759 | $12,661,091 | $13,049,780 | +$388,689 | +3.07% | |
| Kestra Advisory Services, Llc | 0.02% | 174,597 | $7,253,563 | $7,476,244 | +$222,681 | +3.07% | |
| Sequent Planning Llc | 1.44% | 162,649 | $6,757,188 | $6,964,630 | +$207,442 | +3.07% | |
| Cetera Investment Advisers | 0.01% | 154,868 | $6,433,929 | $6,631,448 | +$197,519 | +3.07% | |
| Envestnet Asset Management Inc | 0.00% | 149,370 | $6,205,517 | $6,396,023 | +$190,506 | +3.07% | |
| Osaic Holdings, Inc. | 0.01% | 140,920 | $5,854,043 | $6,034,194 | +$180,151 | +3.08% | |
| Advisory Services Network, Llc | 0.06% | 125,814 | $5,226,892 | $5,387,355 | +$160,463 | +3.07% | |
| Commonwealth Equity Services, Llc | 0.01% | 121,023 | $5,027,856 | $5,182,205 | +$154,349 | +3.07% | |
| Sagespring Wealth Partners, Llc | 0.07% | 102,793 | $4,387,186 | $4,401,596 | +$14,410 | +0.33% | |
| Susquehanna International Group, Llp | 0.00% | 77,170 | $3,205,997 | $3,304,419 | +$98,422 | +3.07% | |
| Corus Family Wealth Advisors | 2.09% | 73,126 | $3,037,991 | $3,131,255 | +$93,264 | +3.07% | |
| Truist Financial Corp | 0.00% | 70,927 | $3,027,164 | $3,037,094 | +$9,930 | +0.33% | |
| Lpl Financial Llc | 0.00% | 59,825 | $2,485,405 | $2,561,707 | +$76,302 | +3.07% | |
| Uptick Partners, Llc | 0.30% | 46,694 | $1,939,878 | $1,999,437 | +$59,559 | +3.07% | |
| Founders Financial Securities Llc | 0.10% | 45,198 | $1,929,051 | $1,935,378 | +$6,327 | +0.33% | |
| Americana Partners, Llc | 0.04% | 44,618 | $1,904,296 | $1,910,543 | +$6,247 | +0.33% | |
| Range Financial Group Llc | 0.51% | 43,277 | $1,847,049 | $1,853,121 | +$6,072 | +0.33% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 43,802 | $1,819,737 | $1,875,602 | +$55,865 | +3.07% | |
| Foundations Investment Advisors, Llc | 0.02% | 41,171 | $1,710,433 | $1,762,942 | +$52,509 | +3.07% | |
| Citadel Advisors Llc | 0.00% | 32,695 | $1,358,301 | $1,400,000 | +$41,699 | +3.07% | |
| Wood Tarver Financial Group, Llc | 0.32% | 32,286 | $1,341,000 | $1,382,487 | +$41,487 | +3.09% | |
| Concurrent Investment Advisors, Llc | 0.01% | 30,997 | $1,322,952 | $1,327,292 | +$4,340 | +0.33% | |
| Captrust Financial Advisors | 0.00% | 31,506 | $1,308,904 | $1,349,087 | +$40,183 | +3.07% | |
| Bouchey Financial Group Ltd | 0.07% | 27,402 | $1,138,406 | $1,173,354 | +$34,948 | +3.07% | |
| Hrt Financial Lp | 0.00% | 26,551 | $1,103,000 | $1,136,914 | +$33,914 | +3.07% | |
| Creativeone Wealth, Llc | 0.02% | 24,460 | $1,016,181 | $1,047,377 | +$31,196 | +3.07% | |
| Janney Montgomery Scott Llc | 0.00% | 23,421 | $973,000 | $1,002,887 | +$29,887 | +3.07% | |
| New Wave Wealth Advisors Llc | 0.24% | 21,413 | $919,688 | $916,905 | -$2,783 | -0.30% | |
| Midwest Financial Network, Llc | 0.61% | 20,946 | $893,988 | $896,908 | +$2,920 | +0.33% | |
| Fwg Investments, Llc. | 0.47% | 21,305 | $885,108 | $912,280 | +$27,172 | +3.07% | |
| Royal Bank Of Canada | 0.00% | 20,899 | $868,000 | $894,895 | +$26,895 | +3.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 19,816 | $850,305 | $848,521 | -$1,784 | -0.21% | |
| Mml Investors Services, Llc | 0.00% | 19,480 | $809,289 | $834,134 | +$24,845 | +3.07% | |
| City Holding Co | 0.09% | 18,650 | $795,982 | $798,593 | +$2,611 | +0.33% | |
| Harbour Investments, Inc. | 0.01% | 18,709 | $777,258 | $801,119 | +$23,861 | +3.07% | |
| Bcgm Wealth Management, Llc | 0.15% | 17,505 | $727,238 | $749,564 | +$22,326 | +3.07% | |
| Diligent Investors, Llc | 0.16% | 16,825 | $718,091 | $720,447 | +$2,356 | +0.33% | |
| Kestra Private Wealth Services, Llc | 0.01% | 15,980 | $682,026 | $684,264 | +$2,238 | +0.33% | |
| Alpha Financial Partners Llc | 0.36% | 16,297 | $677,052 | $697,838 | +$20,786 | +3.07% | |
| Keating Financial Advisory Services, Inc. | 0.09% | 15,896 | $660,393 | $680,667 | +$20,274 | +3.07% | |
| Mutual Advisors, Llc | 0.01% | 15,598 | $648,013 | $667,906 | +$19,893 | +3.07% | |
| Lvz, Inc. | 0.06% | 14,678 | $626,457 | $628,512 | +$2,055 | +0.33% | |
| Mai Capital Management | 0.00% | 13,943 | $579,257 | $597,039 | +$17,782 | +3.07% | |
| Integrated Wealth Concepts Llc | 0.00% | 13,731 | $570,449 | $587,961 | +$17,512 | +3.07% | |
| Fortress Private Ledger, Llc | 0.15% | 13,591 | $564,633 | $581,967 | +$17,334 | +3.07% | |
| Arkadios Wealth Advisors | 0.01% | 13,060 | $542,573 | $559,229 | +$16,656 | +3.07% | |
| Reap Financial Group, Llc | 0.08% | 11,630 | $483,164 | $497,997 | +$14,833 | +3.07% | |
| Beacon Financial Advisory Llc | 0.09% | 10,540 | $449,847 | $451,323 | +$1,476 | +0.33% | |
| Corecap Advisors, Llc | 0.01% | 10,464 | $446,604 | $448,068 | +$1,464 | +0.33% | |
| Focus Partners Wealth | 0.00% | 10,110 | $420,016 | $432,910 | +$12,894 | +3.07% |
Frequently asked questions about GOCT
Who are the largest institutional holders of GOCT?
The largest institutional holders of GOCT reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Kestra Advisory Services, Llc, Sequent Planning Llc, Cetera Investment Advisers, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported GOCT position.
What is GOCT institutional ownership?
This page tracks GOCT positions reported by institutional investment managers through SEC Form 13F. FT VEST US EQUITY MODERATE B (GOCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GOCT?
InsiderSet currently tracks 109 institutional managers reporting GOCT 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 GOCT shareholders.
How much GOCT stock do institutions own?
Institutional investment managers disclosed approximately $117.81M in GOCT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GOCT institutional ownership last updated?
The latest GOCT 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 GOCT 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 GOCT position after the reporting date.
Are institutions buying or selling GOCT?
Institutional buying and selling can be analyzed by comparing GOCT positions across consecutive 13F reporting periods. InsiderSet's GOCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GOCT ownership changes.
How has GOCT institutional ownership changed over time?
InsiderSet tracks GOCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.