IGLD Institutional Ownership & Shareholders
FT VEST GOLD STRATEGY TARGET (IGLD) is currently held by 146 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $328.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of IGLD tracked by InsiderSet, reporting ownership valued at approximately $63.41M 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 $56.96M, representing an estimated loss of -10.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed IGLD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Truist Financial Corp, and several other long-term asset managers with concentrated positions in FT VEST GOLD STRATEGY TARGET (IGLD).
This page ranks the largest institutional IGLD 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
146
Total Reported Value
$328.97M
Largest Holder
Lpl Financial Llc
Largest Position
$63.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 3,010,754 | $63,406,471 | $56,963,466 | -$6,443,005 | -10.16% | |
| Envestnet Asset Management Inc | 0.01% | 1,341,776 | $28,257,797 | $25,386,402 | -$2,871,395 | -10.16% | |
| Truist Financial Corp | 0.03% | 1,079,739 | $21,940,305 | $20,428,662 | -$1,511,643 | -6.89% | |
| Kestra Advisory Services, Llc | 0.05% | 777,249 | $16,368,860 | $14,705,551 | -$1,663,309 | -10.16% | |
| Cetera Investment Advisers | 0.01% | 719,977 | $15,162,697 | $13,621,965 | -$1,540,732 | -10.16% | |
| Commonwealth Equity Services, Llc | 0.02% | 607,096 | $12,785,436 | $11,486,256 | -$1,299,180 | -10.16% | |
| Hilton Capital Management, Llc | 0.86% | 602,983 | $12,698,824 | $11,408,438 | -$1,290,386 | -10.16% | |
| Osaic Holdings, Inc. | 0.01% | 429,350 | $9,042,614 | $8,123,302 | -$919,312 | -10.17% | |
| Cavalier Investments, Llc | 2.51% | 323,655 | $6,816,174 | $6,123,553 | -$692,621 | -10.16% | |
| Xml Financial, Llc | 0.45% | 309,749 | $6,294,090 | $5,860,451 | -$433,639 | -6.89% | |
| Thor Trading Advisors, Llc | 1.95% | 294,537 | $6,202,949 | $5,572,640 | -$630,309 | -10.16% | |
| Hfg Wealth Management, Llc | 5.12% | 240,859 | $5,072,497 | $4,557,052 | -$515,445 | -10.16% | |
| 3Edge Asset Management, Lp | 0.21% | 244,789 | $4,974,104 | $4,631,408 | -$342,696 | -6.89% | |
| Arq Wealth Advisors, Llc | 0.59% | 243,215 | $4,942,125 | $4,601,628 | -$340,497 | -6.89% | |
| Thrive Capital Management, Llc | 0.88% | 241,657 | $4,910,476 | $4,572,150 | -$338,326 | -6.89% | |
| Integrated Wealth Concepts Llc | 0.03% | 218,594 | $4,603,576 | $4,135,798 | -$467,778 | -10.16% | |
| Insight Advisors, Llc/ Pa | 0.75% | 210,367 | $4,274,659 | $3,980,144 | -$294,515 | -6.89% | |
| Principal Securities, Inc. | 0.05% | 202,438 | $4,263,344 | $3,830,127 | -$433,217 | -10.16% | |
| Sanctuary Advisors, Llc | 0.02% | 183,777 | $3,870,334 | $3,477,061 | -$393,273 | -10.16% | |
| Retirement Guys Formula Llc | 1.38% | 183,213 | $3,722,889 | $3,466,390 | -$256,499 | -6.89% | |
| Janney Montgomery Scott Llc | 0.01% | 168,854 | $3,556,000 | $3,194,718 | -$361,282 | -10.16% | |
| Snowden Capital Advisors Llc | 0.08% | 156,008 | $3,285,521 | $2,951,671 | -$333,850 | -10.16% | |
| Bison Wealth, Llc | 0.26% | 153,934 | $3,104,851 | $2,912,431 | -$192,420 | -6.20% | |
| Foresight Capital Management Advisors, Inc. | 1.54% | 152,795 | $3,104,785 | $2,890,881 | -$213,904 | -6.89% | |
| Mission Financial Group, Llc | 2.23% | 138,998 | $2,824,441 | $2,629,842 | -$194,599 | -6.89% | |
| Cary Street Partners Financial Llc | 0.05% | 118,222 | $2,489,750 | $2,236,760 | -$252,990 | -10.16% | |
| Prostatis Group Llc | 0.56% | 114,496 | $2,411,290 | $2,166,264 | -$245,026 | -10.16% | |
| Asset One Wealth Management Llc | 0.24% | 107,763 | $2,240,393 | $2,038,876 | -$201,517 | -8.99% | |
| Shp Wealth Management | 0.15% | 100,621 | $2,119,073 | $1,903,749 | -$215,324 | -10.16% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 104,691 | $2,089,632 | $1,980,754 | -$108,878 | -5.21% | |
| Delta Investment Management, Llc | 0.33% | 96,364 | $2,029,416 | $1,823,207 | -$206,209 | -10.16% | |
| Corrado Advisors, Llc | 0.96% | 95,874 | $1,948,154 | $1,813,936 | -$134,218 | -6.89% | |
| Ameritas Advisory Services, Llc | 0.04% | 87,337 | $1,839,321 | $1,652,416 | -$186,905 | -10.16% | |
| Accurate Wealth Management, Llc | 0.15% | 85,963 | $1,733,021 | $1,626,420 | -$106,601 | -6.15% | |
| Rockport Wealth Llc | 0.29% | 81,420 | $1,714,695 | $1,540,466 | -$174,229 | -10.16% | |
| Marion Wealth Management | 0.32% | 80,756 | $1,640,968 | $1,527,904 | -$113,064 | -6.89% | |
| Newedge Advisors, Llc | 0.00% | 76,743 | $1,616,209 | $1,451,978 | -$164,231 | -10.16% | |
| Sbi Securities Co., Ltd. | 0.04% | 75,992 | $1,544,157 | $1,437,769 | -$106,388 | -6.89% | |
| Mutual Advisors, Llc | 0.03% | 72,221 | $1,520,971 | $1,366,421 | -$154,550 | -10.16% | |
| Kingswood Wealth Advisors, Llc | 0.06% | 70,557 | $1,433,724 | $1,334,938 | -$98,786 | -6.89% | |
| World Investment Advisors | 0.02% | 61,377 | $1,418,954 | $1,161,253 | -$257,701 | -18.16% | |
| Gladstone Institutional Advisory Llc | 0.04% | 63,849 | $1,344,656 | $1,208,023 | -$136,633 | -10.16% | |
| Alessandra Capital Management, Llc | 0.89% | 62,269 | $1,265,307 | $1,178,129 | -$87,178 | -6.89% | |
| Mtm Investment Management, Llc | 0.36% | 61,855 | $1,256,894 | $1,170,297 | -$86,597 | -6.89% | |
| Orion Porfolio Solutions, Llc | 0.01% | 55,606 | $1,171,055 | $1,052,066 | -$118,989 | -10.16% | |
| Greenwood Capital Associates Llc | 0.11% | 56,248 | $1,142,959 | $1,064,212 | -$78,747 | -6.89% | |
| Clear Creek Financial Management, Llc | 0.08% | 52,344 | $1,063,639 | $990,348 | -$73,291 | -6.89% | |
| Foundations Investment Advisors, Llc | 0.01% | 47,363 | $997,469 | $896,108 | -$101,361 | -10.16% | |
| Harbour Investments, Inc. | 0.01% | 47,020 | $990,241 | $889,618 | -$100,623 | -10.16% | |
| D.A. Davidson & Co. | 0.01% | 46,783 | $950,632 | $885,134 | -$65,498 | -6.89% |
Frequently asked questions about IGLD
Who are the largest institutional holders of IGLD?
The largest institutional holders of IGLD reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Truist Financial Corp, Kestra Advisory Services, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported IGLD position.
What is IGLD institutional ownership?
This page tracks IGLD positions reported by institutional investment managers through SEC Form 13F. FT VEST GOLD STRATEGY TARGET (IGLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IGLD?
InsiderSet currently tracks 146 institutional managers reporting IGLD 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 IGLD shareholders.
How much IGLD stock do institutions own?
Institutional investment managers disclosed approximately $328.97M in IGLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IGLD institutional ownership last updated?
The latest IGLD 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 IGLD 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 IGLD position after the reporting date.
Are institutions buying or selling IGLD?
Institutional buying and selling can be analyzed by comparing IGLD positions across consecutive 13F reporting periods. InsiderSet's IGLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IGLD ownership changes.
How has IGLD institutional ownership changed over time?
InsiderSet tracks IGLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.