FT VEST US EQUITY MODERATE B (GSEP) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $259.07M in GSEP holdings during the latest filing period.
Ae Wealth Management Llc is currently the largest disclosed institutional shareholder of GSEP tracked by InsiderSet, reporting ownership valued at approximately $60.92M 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 $65.04M, representing an estimated gain of +6.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed GSEP value among the investors covered in this analysis. Major shareholders include Ae Wealth Management Llc, Raymond James Financial Inc, Commonwealth Equity Services, Llc, 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
119
Total Reported Value
$259.07M
Largest Holder
Ae Wealth Management Llc
Largest Position
$60.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
134
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ae Wealth Management Llc | 0.33% | 1,598,419 | $60,915,752 | $65,039,669 | +$4,123,917 | +6.77% | |
| Raymond James Financial Inc | 0.01% | 706,385 | $26,920,332 | $28,742,806 | +$1,822,474 | +6.77% | |
| Commonwealth Equity Services, Llc | 0.02% | 460,685 | $17,556,720 | $18,745,273 | +$1,188,553 | +6.77% | |
| Osaic Holdings, Inc. | 0.02% | 326,707 | $12,450,727 | $13,293,708 | +$842,981 | +6.77% | |
| Mai Capital Management | 0.06% | 295,751 | $11,271,071 | $12,034,108 | +$763,037 | +6.77% | |
| Kestra Advisory Services, Llc | 0.04% | 293,761 | $11,195,232 | $11,953,135 | +$757,903 | +6.77% | |
| Pom Investment Strategies, Llc | 11.08% | 234,124 | $8,922,466 | $9,526,506 | +$604,040 | +6.77% | |
| Cetera Investment Advisers | 0.01% | 217,632 | $8,293,967 | $8,855,446 | +$561,479 | +6.77% | |
| Wellment Financial | 9.05% | 191,928 | $7,314,376 | $7,809,550 | +$495,174 | +6.77% | |
| Envestnet Asset Management Inc | 0.00% | 168,653 | $6,427,347 | $6,862,491 | +$435,144 | +6.77% | |
| First International Bank Of Israel Ltd. | 1.62% | 144,500 | $5,506,895 | $5,879,705 | +$372,810 | +6.77% | |
| Outlook Wealth Advisors, Llc | 1.25% | 135,262 | $5,154,835 | $5,503,811 | +$348,976 | +6.77% | |
| Us Bancorp \De\ | 0.01% | 128,514 | $4,897,669 | $5,229,235 | +$331,566 | +6.77% | |
| Lpl Financial Llc | 0.00% | 120,152 | $4,578,993 | $4,888,985 | +$309,992 | +6.77% | |
| Mml Investors Services, Llc | 0.01% | 116,353 | $4,434,213 | $4,734,404 | +$300,191 | +6.77% | |
| Hbw Advisory Services Llc | 0.41% | 102,244 | $3,896,519 | $4,160,308 | +$263,789 | +6.77% | |
| Americana Partners, Llc | 0.09% | 89,395 | $3,406,843 | $3,637,483 | +$230,640 | +6.77% | |
| Networth Advisors, Llc | 1.93% | 71,568 | $2,727,456 | $2,912,102 | +$184,646 | +6.77% | |
| Integrated Wealth Management | 2.75% | 62,840 | $2,394,832 | $2,556,960 | +$162,128 | +6.77% | |
| Sunbelt Securities, Inc. | 0.15% | 62,517 | $2,382,523 | $2,543,817 | +$161,294 | +6.77% | |
| City Holding Co | 0.26% | 54,295 | $2,069,181 | $2,209,264 | +$140,083 | +6.77% | |
| Smart Wealth Llc | 0.59% | 52,815 | $2,012,780 | $2,149,042 | +$136,262 | +6.77% | |
| Fsa Advisors, Inc. | 1.29% | 51,190 | $1,950,851 | $2,082,921 | +$132,070 | +6.77% | |
| Kraematon Investment Advisors, Inc | 1.54% | 49,622 | $1,891,094 | $2,019,119 | +$128,025 | +6.77% | |
| Archer Investment Corp | 0.39% | 48,024 | $1,830,211 | $1,954,097 | +$123,886 | +6.77% | |
| Founders Financial Securities Llc | 0.11% | 45,942 | $1,793,116 | $1,869,380 | +$76,264 | +4.25% | |
| New Wave Wealth Advisors Llc | 0.59% | 44,171 | $1,683,357 | $1,797,318 | +$113,961 | +6.77% | |
| Kestra Private Wealth Services, Llc | 0.02% | 32,140 | $1,224,855 | $1,307,777 | +$82,922 | +6.77% | |
| Old Mission Capital Llc | 0.03% | 30,665 | $1,168,643 | $1,247,759 | +$79,116 | +6.77% | |
| Kovack Advisors, Inc. | 0.06% | 30,380 | $1,161,076 | $1,236,162 | +$75,086 | +6.47% | |
| Fwg Investments, Llc. | 0.67% | 27,709 | $1,055,990 | $1,127,479 | +$71,489 | +6.77% | |
| Blackston Financial Advisory Group, Llc | 0.65% | 27,011 | $1,029,389 | $1,099,078 | +$69,689 | +6.77% | |
| Csenge Advisory Group | 0.04% | 25,199 | $960,334 | $1,025,347 | +$65,013 | +6.77% | |
| Creativeone Wealth, Llc | 0.02% | 25,132 | $957,781 | $1,022,621 | +$64,840 | +6.77% | |
| Sanctuary Advisors, Llc | 0.01% | 24,852 | $947,110 | $1,011,228 | +$64,118 | +6.77% | |
| Prospera Financial Services Inc | 0.02% | 24,821 | $945,905 | $1,009,966 | +$64,061 | +6.77% | |
| Truist Financial Corp | 0.00% | 24,627 | $938,535 | $1,002,073 | +$63,538 | +6.77% | |
| Uptick Partners, Llc | 0.18% | 23,972 | $913,573 | $975,421 | +$61,848 | +6.77% | |
| Northcrest Asset Manangement, Llc | 0.03% | 23,112 | $884,279 | $940,427 | +$56,148 | +6.35% | |
| First Heartland Consultants, Inc. | 0.06% | 20,710 | $789,258 | $842,690 | +$53,432 | +6.77% | |
| Harbour Investments, Inc. | 0.01% | 20,257 | $771,994 | $824,257 | +$52,263 | +6.77% | |
| Susquehanna International Group, Llp | 0.00% | 20,257 | $771,994 | $824,257 | +$52,263 | +6.77% | |
| Hightower Advisors, Llc | 0.00% | 18,550 | $706,941 | $754,800 | +$47,859 | +6.77% | |
| Concurrent Investment Advisors, Llc | 0.01% | 16,460 | $627,291 | $669,757 | +$42,466 | +6.77% | |
| Keystone Wealth Services, Llc | 0.13% | 16,449 | $626,871 | $669,310 | +$42,439 | +6.77% | |
| American Alpha Advisors, Llc | 0.35% | 15,815 | $602,710 | $643,512 | +$40,802 | +6.77% | |
| Diligent Investors, Llc | 0.14% | 15,200 | $579,272 | $618,488 | +$39,216 | +6.77% | |
| Reap Financial Group, Llc | 0.11% | 15,192 | $578,967 | $618,162 | +$39,195 | +6.77% | |
| Elevated Capital Advisors, Llc | 0.15% | 15,154 | $577,519 | $616,616 | +$39,097 | +6.77% | |
| Citadel Advisors Llc | 0.00% | 14,960 | $570,126 | $608,722 | +$38,596 | +6.77% |
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.