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 $178.24M in GSEP holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of GSEP tracked by InsiderSet, reporting ownership valued at approximately $26.92M in its March 31, 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 $29.18M, representing an estimated gain of +8.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed GSEP value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Commonwealth Equity Services, Llc, 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
115
Total Reported Value
$178.24M
Largest Holder
Raymond James Financial Inc
Largest Position
$26.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
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 | 0.01% | 706,385 | $26,920,332 | $29,175,325 | +$2,254,993 | +8.38% | |
| Commonwealth Equity Services, Llc | 0.02% | 446,498 | $18,288,580 | $18,441,394 | +$152,814 | +0.84% | |
| Envestnet Asset Management Inc | 0.00% | 323,354 | $13,244,580 | $13,355,264 | +$110,684 | +0.84% | |
| Osaic Holdings, Inc. | 0.02% | 326,707 | $12,450,727 | $13,493,751 | +$1,043,024 | +8.38% | |
| Mai Capital Management | 0.06% | 295,751 | $11,271,071 | $12,215,197 | +$944,126 | +8.38% | |
| Kestra Advisory Services, Llc | 0.03% | 263,535 | $10,794,394 | $10,884,602 | +$90,208 | +0.84% | |
| Cetera Investment Advisers | 0.01% | 217,632 | $8,293,967 | $8,988,702 | +$694,735 | +8.38% | |
| First International Bank Of Israel Ltd. | 1.62% | 144,500 | $5,506,895 | $5,968,182 | +$461,287 | +8.38% | |
| Us Bancorp \De\ | 0.01% | 128,514 | $4,897,669 | $5,307,924 | +$410,255 | +8.38% | |
| Lpl Financial Llc | 0.00% | 120,152 | $4,578,993 | $4,962,554 | +$383,561 | +8.38% | |
| Mml Investors Services, Llc | 0.01% | 116,353 | $4,434,213 | $4,805,647 | +$371,434 | +8.38% | |
| Hbw Advisory Services Llc | 0.37% | 98,898 | $4,050,862 | $4,084,715 | +$33,853 | +0.84% | |
| Americana Partners, Llc | 0.09% | 89,395 | $3,406,843 | $3,692,219 | +$285,376 | +8.38% | |
| Integrated Wealth Management | 2.75% | 62,840 | $2,394,832 | $2,595,437 | +$200,605 | +8.38% | |
| Sunbelt Securities, Inc. | 0.15% | 62,517 | $2,382,523 | $2,582,096 | +$199,573 | +8.38% | |
| City Holding Co | 0.25% | 54,295 | $2,223,378 | $2,242,508 | +$19,130 | +0.86% | |
| Smart Wealth Llc | 0.59% | 52,815 | $2,012,780 | $2,181,381 | +$168,601 | +8.38% | |
| Founders Financial Securities Llc | 0.10% | 48,381 | $1,981,686 | $1,998,247 | +$16,561 | +0.84% | |
| Fsa Advisors, Inc. | 1.29% | 51,190 | $1,950,851 | $2,114,265 | +$163,414 | +8.38% | |
| Kraematon Investment Advisors, Inc | 1.19% | 38,991 | $1,597,071 | $1,610,418 | +$13,347 | +0.84% | |
| Kestra Private Wealth Services, Llc | 0.01% | 32,140 | $1,316,454 | $1,327,456 | +$11,002 | +0.84% | |
| Old Mission Capital Llc | 0.03% | 30,665 | $1,168,643 | $1,266,535 | +$97,892 | +8.38% | |
| Kovack Advisors, Inc. | 0.06% | 28,244 | $1,157,453 | $1,166,542 | +$9,089 | +0.79% | |
| Truist Financial Corp | 0.00% | 26,256 | $1,075,446 | $1,084,433 | +$8,987 | +0.84% | |
| Blackston Financial Advisory Group, Llc | 0.65% | 27,011 | $1,029,389 | $1,115,616 | +$86,227 | +8.38% | |
| Prospera Financial Services Inc | 0.01% | 24,821 | $1,016,647 | $1,025,164 | +$8,517 | +0.84% | |
| Csenge Advisory Group | 0.04% | 25,199 | $960,334 | $1,040,777 | +$80,443 | +8.38% | |
| Creativeone Wealth, Llc | 0.02% | 25,132 | $957,781 | $1,038,009 | +$80,228 | +8.38% | |
| Northcrest Asset Manangement, Llc | 0.02% | 23,112 | $950,379 | $954,579 | +$4,200 | +0.44% | |
| Sanctuary Advisors, Llc | 0.01% | 24,852 | $947,110 | $1,026,445 | +$79,335 | +8.38% | |
| Uptick Partners, Llc | 0.18% | 23,972 | $913,573 | $990,099 | +$76,526 | +8.38% | |
| Harbour Investments, Inc. | 0.01% | 20,257 | $771,994 | $836,661 | +$64,667 | +8.38% | |
| Susquehanna International Group, Llp | 0.00% | 20,257 | $771,994 | $836,661 | +$64,667 | +8.38% | |
| Hightower Advisors, Llc | 0.00% | 18,550 | $706,941 | $766,158 | +$59,217 | +8.38% | |
| Concurrent Investment Advisors, Llc | 0.01% | 16,111 | $659,907 | $665,421 | +$5,514 | +0.84% | |
| Keystone Wealth Services, Llc | 0.13% | 16,449 | $626,871 | $679,382 | +$52,511 | +8.38% | |
| Diligent Investors, Llc | 0.14% | 14,965 | $612,966 | $618,089 | +$5,123 | +0.84% | |
| American Alpha Advisors, Llc | 0.35% | 15,815 | $602,710 | $653,196 | +$50,486 | +8.38% | |
| Nwf Advisory Services Inc. | 0.06% | 14,400 | $589,824 | $594,753 | +$4,929 | +0.84% | |
| Reap Financial Group, Llc | 0.11% | 15,192 | $578,967 | $627,465 | +$48,498 | +8.38% | |
| Farther Finance Advisors, Llc | 0.00% | 14,103 | $577,662 | $582,486 | +$4,824 | +0.84% | |
| Citadel Advisors Llc | 0.00% | 14,960 | $570,126 | $617,882 | +$47,756 | +8.38% | |
| Waverly Advisors, Llc | 0.00% | 14,850 | $565,934 | $613,339 | +$47,405 | +8.38% | |
| Howard Bailey Securities, Llc | 0.22% | 14,112 | $537,808 | $582,858 | +$45,050 | +8.38% | |
| Mutual Advisors, Llc | 0.01% | 13,852 | $527,900 | $572,119 | +$44,219 | +8.38% | |
| Snowden Capital Advisors Llc | 0.01% | 13,717 | $522,755 | $566,544 | +$43,789 | +8.38% | |
| Vestgen Investment Management | 0.27% | 12,610 | $516,506 | $520,822 | +$4,316 | +0.84% | |
| Mosley Wealth Management | 0.16% | 12,527 | $513,106 | $517,394 | +$4,288 | +0.84% | |
| Gallagher Fiduciary Advisors, Llc | 0.02% | 12,783 | $487,178 | $527,967 | +$40,789 | +8.37% | |
| Synergy Asset Management, Llc | 0.04% | 11,096 | $454,492 | $458,290 | +$3,798 | +0.84% |
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.