FT VEST US EQUITY MODERATE B (GSEP) Institutional Shareholders

FT VEST US EQUITY MODERATE B (GSEP) 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 $169.81M in GSEP holdings during the latest filing period.

Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of GSEP tracked by InsiderSet, reporting ownership valued at approximately $18.29M 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 $18.75M, representing an estimated gain of +2.54% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed GSEP value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY MODERATE B (GSEP).

This page ranks the largest institutional GSEP 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

110

Total Reported Value

$169.81M

Largest Holder

Commonwealth Equity Services, Llc

Largest Position

$18.29M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

146

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Commonwealth Equity Services, Llc0.02%446,498$18,288,580$18,752,916+$464,336+2.54%
Osaic Holdings, Inc.0.02%349,888$14,331,348$14,695,296+$363,948+2.54%
Envestnet Asset Management Inc0.00%323,354$13,244,580$13,580,868+$336,288+2.54%
Cetera Investment Advisers0.01%292,655$11,987,132$12,291,510+$304,378+2.54%
Lpl Financial Llc0.00%276,793$11,337,441$11,625,306+$287,865+2.54%
Kestra Advisory Services, Llc0.03%263,535$10,794,394$11,068,470+$274,076+2.54%
Raymond James Financial Inc0.00%262,165$10,738,278$11,010,930+$272,652+2.54%
Mml Investors Services, Llc0.01%156,097$6,393,733$6,556,074+$162,341+2.54%
First International Bank Of Israel Ltd.1.61%144,500$5,918,720$6,069,000+$150,280+2.54%
Wood Tarver Financial Group, Llc1.31%135,287$5,541,000$5,682,054+$141,054+2.55%
Us Bancorp \De\0.01%120,291$4,927,119$5,052,222+$125,103+2.54%
Hbw Advisory Services Llc0.37%98,898$4,050,862$4,153,716+$102,854+2.54%
Sunbelt Securities, Inc.0.15%62,517$2,382,523$2,625,714+$243,191+10.21%
Americana Partners, Llc0.05%57,026$2,335,785$2,395,092+$59,307+2.54%
City Holding Co0.25%54,295$2,223,378$2,280,390+$57,012+2.56%
Founders Financial Securities Llc0.10%48,381$1,981,686$2,032,002+$50,316+2.54%
Mai Capital Management0.01%43,030$1,762,509$1,807,260+$44,751+2.54%
Kraematon Investment Advisors, Inc1.19%38,991$1,597,071$1,637,622+$40,551+2.54%
Citadel Advisors Llc0.00%38,633$1,582,408$1,622,586+$40,178+2.54%
Hrt Financial Lp0.00%35,479$1,453,000$1,490,118+$37,118+2.55%
Creativeone Wealth, Llc0.03%35,436$1,451,458$1,488,312+$36,854+2.54%
Action Point Financial Planning, Llc0.14%32,246$1,320,756$1,354,332+$33,576+2.54%
Kestra Private Wealth Services, Llc0.01%32,140$1,316,454$1,349,880+$33,426+2.54%
Kovack Advisors, Inc.0.06%28,244$1,157,453$1,186,248+$28,795+2.49%
Truist Financial Corp0.00%26,256$1,075,446$1,102,752+$27,306+2.54%
Susquehanna International Group, Llp0.00%26,106$1,069,302$1,096,452+$27,150+2.54%
Prospera Financial Services Inc0.01%24,821$1,016,647$1,042,482+$25,835+2.54%
Uptick Partners, Llc0.15%23,972$981,893$1,006,824+$24,931+2.54%
Sanctuary Advisors, Llc0.00%23,959$981,361$1,006,278+$24,917+2.54%
Northcrest Asset Manangement, Llc0.02%23,112$950,379$970,704+$20,325+2.14%
Harbour Investments, Inc.0.01%19,349$792,535$812,658+$20,123+2.54%
Arax Advisory Partners0.01%18,556$760,054$779,352+$19,298+2.54%
Signal Advisors Wealth, Llc0.04%18,166$744,079$762,972+$18,893+2.54%
Gallagher Fiduciary Advisors, Llc0.02%17,595$720,710$738,990+$18,280+2.54%
Keystone Wealth Services, Llc0.12%16,398$671,662$688,716+$17,054+2.54%
Concurrent Investment Advisors, Llc0.01%16,111$659,907$676,662+$16,755+2.54%
American Alpha Advisors, Llc0.38%15,809$647,537$663,978+$16,441+2.54%
Old Mission Capital Llc0.02%15,209$622,960$638,778+$15,818+2.54%
Diligent Investors, Llc0.14%14,965$612,966$628,530+$15,564+2.54%
Waverly Advisors, Llc0.00%14,695$601,907$617,190+$15,283+2.54%
Reap Financial Group, Llc0.10%14,532$595,231$610,344+$15,113+2.54%
Nwf Advisory Services Inc.0.06%14,400$589,824$604,800+$14,976+2.54%
Farther Finance Advisors, Llc0.00%14,103$577,662$592,326+$14,664+2.54%
Snowden Capital Advisors Llc0.01%13,967$572,088$586,614+$14,526+2.54%
Mutual Advisors, Llc0.01%13,852$567,378$581,784+$14,406+2.54%
Janney Montgomery Scott Llc0.00%13,281$544,000$557,802+$13,802+2.54%
Vestgen Advisors, Llc0.02%13,248$542,638$556,416+$13,778+2.54%
Vestgen Investment Management0.27%12,610$516,506$529,620+$13,114+2.54%
Mosley Wealth Management0.16%12,527$513,106$526,134+$13,028+2.54%
Tanglewood Legacy Advisors, Llc0.15%11,348$464,813$476,616+$11,803+2.54%
Showing 50 of 110

Frequently asked questions about GSEP

  • Who owns the most GSEP stock?

    The largest holders of GSEP 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 (GSEP).

  • Is GSEP widely held by superinvestors?

    Many widely followed stocks like GSEP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GSEP 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.