GSEP Institutional Ownership & Shareholders
FT VEST US EQUITY MODERATE B (GSEP) is currently held by 108 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $184.14M 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 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 $18.76M, representing an estimated gain of +2.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
108
Total Reported Value
$184.14M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$18.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
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 | 0.02% | 446,498 | $18,288,580 | $18,756,801 | +$468,221 | +2.56% | |
| Osaic Holdings, Inc. | 0.02% | 349,888 | $14,331,348 | $14,698,340 | +$366,992 | +2.56% | |
| Envestnet Asset Management Inc | 0.00% | 323,354 | $13,244,580 | $13,583,681 | +$339,101 | +2.56% | |
| Cetera Investment Advisers | 0.01% | 292,655 | $11,987,132 | $12,294,056 | +$306,924 | +2.56% | |
| Lpl Financial Llc | 0.00% | 276,793 | $11,337,441 | $11,627,714 | +$290,273 | +2.56% | |
| Kestra Advisory Services, Llc | 0.03% | 263,535 | $10,794,394 | $11,070,763 | +$276,369 | +2.56% | |
| Raymond James Financial Inc | 0.00% | 262,165 | $10,738,278 | $11,013,211 | +$274,933 | +2.56% | |
| Mml Investors Services, Llc | 0.01% | 156,097 | $6,393,733 | $6,557,432 | +$163,699 | +2.56% | |
| First International Bank Of Israel Ltd. | 1.61% | 144,500 | $5,918,720 | $6,070,257 | +$151,537 | +2.56% | |
| Wood Tarver Financial Group, Llc | 1.31% | 135,287 | $5,541,000 | $5,683,231 | +$142,231 | +2.57% | |
| New Wave Wealth Advisors Llc | 1.34% | 119,525 | $5,089,375 | $5,021,090 | -$68,285 | -1.34% | |
| Us Bancorp \De\ | 0.01% | 120,291 | $4,927,119 | $5,053,269 | +$126,150 | +2.56% | |
| Hbw Advisory Services Llc | 0.45% | 107,703 | $4,536,465 | $4,524,463 | -$12,002 | -0.26% | |
| Sunbelt Securities, Inc. | 0.15% | 62,517 | $2,382,523 | $2,626,258 | +$243,735 | +10.23% | |
| Founders Financial Securities Llc | 0.10% | 50,425 | $2,123,901 | $2,118,289 | -$5,612 | -0.26% | |
| City Holding Co | 0.24% | 50,385 | $2,121,711 | $2,116,608 | -$5,103 | -0.24% | |
| Concurrent Investment Advisors, Llc | 0.01% | 42,274 | $1,780,581 | $1,775,876 | -$4,705 | -0.26% | |
| Mai Capital Management | 0.01% | 43,030 | $1,762,509 | $1,807,634 | +$45,125 | +2.56% | |
| Kraematon Investment Advisors, Inc | 1.19% | 38,991 | $1,597,071 | $1,637,961 | +$40,890 | +2.56% | |
| Citadel Advisors Llc | 0.00% | 38,633 | $1,582,408 | $1,622,922 | +$40,514 | +2.56% | |
| Kestra Private Wealth Services, Llc | 0.02% | 35,490 | $1,494,839 | $1,490,889 | -$3,950 | -0.26% | |
| Hrt Financial Lp | 0.00% | 35,479 | $1,453,000 | $1,490,427 | +$37,427 | +2.58% | |
| Creativeone Wealth, Llc | 0.03% | 35,436 | $1,451,458 | $1,488,620 | +$37,162 | +2.56% | |
| Action Point Financial Planning, Llc | 0.14% | 32,246 | $1,320,756 | $1,354,613 | +$33,857 | +2.56% | |
| Truist Financial Corp | 0.00% | 28,071 | $1,182,351 | $1,179,226 | -$3,125 | -0.26% | |
| Kovack Advisors, Inc. | 0.06% | 28,244 | $1,157,453 | $1,186,494 | +$29,041 | +2.51% | |
| Susquehanna International Group, Llp | 0.00% | 26,106 | $1,069,302 | $1,096,679 | +$27,377 | +2.56% | |
| Prospera Financial Services Inc | 0.01% | 24,821 | $1,016,647 | $1,042,698 | +$26,051 | +2.56% | |
| Uptick Partners, Llc | 0.15% | 23,972 | $981,893 | $1,007,033 | +$25,140 | +2.56% | |
| Sanctuary Advisors, Llc | 0.00% | 23,959 | $981,361 | $1,006,486 | +$25,125 | +2.56% | |
| Northcrest Asset Manangement, Llc | 0.02% | 21,138 | $897,113 | $887,980 | -$9,133 | -1.02% | |
| Signal Advisors Wealth, Llc | 0.04% | 20,338 | $856,637 | $854,373 | -$2,264 | -0.26% | |
| Harbour Investments, Inc. | 0.01% | 19,349 | $792,535 | $812,826 | +$20,291 | +2.56% | |
| Arax Advisory Partners | 0.01% | 18,556 | $760,054 | $779,513 | +$19,459 | +2.56% | |
| Gallagher Fiduciary Advisors, Llc | 0.02% | 17,595 | $720,710 | $739,143 | +$18,433 | +2.56% | |
| Diligent Investors, Llc | 0.15% | 16,665 | $701,930 | $700,075 | -$1,855 | -0.26% | |
| Keystone Wealth Services, Llc | 0.12% | 16,398 | $671,662 | $688,859 | +$17,197 | +2.56% | |
| American Alpha Advisors, Llc | 0.38% | 15,809 | $647,537 | $664,116 | +$16,579 | +2.56% | |
| Capital Investment Advisory Services, Llc | 0.04% | 14,968 | $630,564 | $628,786 | -$1,778 | -0.28% | |
| Old Mission Capital Llc | 0.02% | 15,209 | $622,960 | $638,910 | +$15,950 | +2.56% | |
| Waverly Advisors, Llc | 0.00% | 14,695 | $601,907 | $617,318 | +$15,411 | +2.56% | |
| Madrona Financial Services, Llc | 0.09% | 14,205 | $598,315 | $596,734 | -$1,581 | -0.26% | |
| Reap Financial Group, Llc | 0.10% | 14,532 | $595,231 | $610,470 | +$15,239 | +2.56% | |
| Nwf Advisory Services Inc. | 0.05% | 13,850 | $583,362 | $581,820 | -$1,542 | -0.26% | |
| Snowden Capital Advisors Llc | 0.01% | 13,967 | $572,088 | $586,736 | +$14,648 | +2.56% | |
| Mutual Advisors, Llc | 0.01% | 13,852 | $567,378 | $581,905 | +$14,527 | +2.56% | |
| Janney Montgomery Scott Llc | 0.00% | 13,281 | $544,000 | $557,918 | +$13,918 | +2.56% | |
| Farther Finance Advisors, Llc | 0.00% | 12,703 | $535,054 | $533,637 | -$1,417 | -0.26% | |
| Americana Partners, Llc | 0.01% | 12,375 | $521,235 | $519,858 | -$1,377 | -0.26% | |
| Vestgen Investment Management | 0.27% | 12,610 | $516,506 | $529,730 | +$13,224 | +2.56% |
Frequently asked questions about GSEP
Who are the largest institutional holders of GSEP?
The largest institutional holders of GSEP reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Envestnet Asset Management Inc, Cetera Investment Advisers, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported GSEP position.
What is GSEP institutional ownership?
This page tracks GSEP positions reported by institutional investment managers through SEC Form 13F. FT VEST US EQUITY MODERATE B (GSEP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GSEP?
InsiderSet currently tracks 108 institutional managers reporting GSEP 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 GSEP shareholders.
How much GSEP stock do institutions own?
Institutional investment managers disclosed approximately $184.14M in GSEP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GSEP institutional ownership last updated?
The latest GSEP 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 GSEP 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 GSEP position after the reporting date.
Are institutions buying or selling GSEP?
Institutional buying and selling can be analyzed by comparing GSEP positions across consecutive 13F reporting periods. InsiderSet's GSEP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GSEP ownership changes.
How has GSEP institutional ownership changed over time?
InsiderSet tracks GSEP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.