LQTI Institutional Ownership & Shareholders
FT VEST INVST GRD TRGT I ETF (LQTI) is currently held by 59 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $221.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Guardian Wealth Advisors, Llc / Nc is currently the largest disclosed institutional shareholder of LQTI tracked by InsiderSet, reporting ownership valued at approximately $39.02M 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 $37.08M, representing an estimated loss of -4.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed LQTI value among the investors covered in this analysis. Major shareholders include Guardian Wealth Advisors, Llc / Nc, Aptus Capital Advisors, Llc, Rise Advisors, Llc, and several other long-term asset managers with concentrated positions in FT VEST INVST GRD TRGT I ETF (LQTI).
This page ranks the largest institutional LQTI 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
59
Total Reported Value
$221.96M
Largest Holder
Guardian Wealth Advisors, Llc / Nc
Largest Position
$39.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Guardian Wealth Advisors, Llc / Nc | 2.21% | 2,020,581 | $39,017,423 | $37,077,661 | -$1,939,762 | -4.97% | |
| Aptus Capital Advisors, Llc | 0.29% | 2,020,581 | $39,017,419 | $37,077,661 | -$1,939,758 | -4.97% | |
| Rise Advisors, Llc | 5.34% | 1,049,625 | $18,956,228 | $19,260,619 | +$304,391 | +1.61% | |
| Commonwealth Equity Services, Llc | 0.02% | 755,509 | $13,644,500 | $13,863,590 | +$219,090 | +1.61% | |
| Janney Montgomery Scott Llc | 0.02% | 593,882 | $11,468,000 | $10,897,735 | -$570,265 | -4.97% | |
| Cetera Investment Advisers | 0.01% | 539,857 | $10,424,639 | $9,906,376 | -$518,263 | -4.97% | |
| Creative Financial Designs Inc | 0.46% | 501,671 | $9,687,275 | $9,205,663 | -$481,612 | -4.97% | |
| Lpl Financial Llc | 0.00% | 489,218 | $9,446,804 | $8,977,150 | -$469,654 | -4.97% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 278,256 | $5,373,123 | $5,105,998 | -$267,125 | -4.97% | |
| Great Valley Advisor Group, Inc. | 0.08% | 253,569 | $4,896,000 | $4,652,991 | -$243,009 | -4.96% | |
| Prosperity Financial Group, Inc. | 1.36% | 257,116 | $4,643,520 | $4,718,079 | +$74,559 | +1.61% | |
| Envestnet Asset Management Inc | 0.00% | 221,998 | $4,286,780 | $4,073,663 | -$213,117 | -4.97% | |
| Sageguard Financial Group, Llc | 0.57% | 208,695 | $4,029,898 | $3,829,553 | -$200,345 | -4.97% | |
| Delta Investment Management, Llc | 0.66% | 208,414 | $4,024,478 | $3,824,397 | -$200,081 | -4.97% | |
| Truist Financial Corp | 0.00% | 209,761 | $3,788,290 | $3,849,114 | +$60,824 | +1.61% | |
| Lexaurum Advisors, Llc | 0.41% | 201,939 | $3,647,018 | $3,705,581 | +$58,563 | +1.61% | |
| Newedge Advisors, Llc | 0.01% | 170,330 | $3,289,077 | $3,125,556 | -$163,521 | -4.97% | |
| Ifp Advisors, Inc | 0.06% | 181,201 | $3,272,490 | $3,325,038 | +$52,548 | +1.61% | |
| Jane Street Group, Llc | 0.00% | 153,259 | $2,959,432 | $2,812,303 | -$147,129 | -4.97% | |
| Balboa Wealth Partners | 0.35% | 143,434 | $2,590,416 | $2,632,014 | +$41,598 | +1.61% | |
| Insight Advisors, Llc/ Pa | 0.43% | 135,215 | $2,441,975 | $2,481,195 | +$39,220 | +1.61% | |
| Advisory Services Network, Llc | 0.02% | 95,697 | $1,847,902 | $1,756,040 | -$91,862 | -4.97% | |
| Independent Wealth Network Inc. | 0.35% | 77,885 | $1,406,601 | $1,429,190 | +$22,589 | +1.61% | |
| B. Riley Wealth Advisors, Inc. | 0.05% | 65,037 | $1,174,568 | $1,193,429 | +$18,861 | +1.61% | |
| International Assets Investment Management, Llc | 0.07% | 63,250 | $1,134,711 | $1,160,638 | +$25,927 | +2.28% | |
| Onedigital Investment Advisors Llc | 0.01% | 58,433 | $1,128,344 | $1,072,246 | -$56,098 | -4.97% | |
| Capital Investment Advisory Services, Llc | 0.07% | 59,696 | $1,078,110 | $1,095,422 | +$17,312 | +1.61% | |
| Kingsview Wealth Management, Llc | 0.01% | 53,181 | $1,026,925 | $975,871 | -$51,054 | -4.97% | |
| Capital Analysts, Llc | 0.02% | 46,824 | $905,000 | $859,220 | -$45,780 | -5.06% | |
| Independent Financial Group, Llc | 0.02% | 49,627 | $896,262 | $910,655 | +$14,393 | +1.61% | |
| Psi Advisors, Llc | 0.18% | 39,072 | $754,483 | $716,971 | -$37,512 | -4.97% | |
| Valmark Advisers, Inc. | 0.01% | 38,340 | $740,345 | $703,539 | -$36,806 | -4.97% | |
| American Financial Advisors, Llc | 0.08% | 35,533 | $686,134 | $652,031 | -$34,103 | -4.97% | |
| Nations Financial Group Inc | 0.03% | 35,155 | $678,843 | $645,094 | -$33,749 | -4.97% | |
| Forefront Wealth Partners, Llc | 0.20% | 33,060 | $638,392 | $606,651 | -$31,741 | -4.97% | |
| Creativeone Wealth, Llc | 0.01% | 30,030 | $579,879 | $551,051 | -$28,829 | -4.97% | |
| Integrated Wealth Concepts Llc | 0.00% | 27,223 | $525,673 | $499,542 | -$26,131 | -4.97% | |
| Old Mission Capital Llc | 0.01% | 26,359 | $508,992 | $483,688 | -$25,304 | -4.97% | |
| Stenger Family Office, Llc | 0.07% | 26,485 | $477,306 | $486,000 | +$8,694 | +1.82% | |
| Quad-Cities Investment Group, Llc | 0.16% | 24,023 | $433,855 | $440,822 | +$6,967 | +1.61% | |
| 1776 Wealth Llc | 0.15% | 22,382 | $432,196 | $410,710 | -$21,486 | -4.97% | |
| Maridea Wealth Management Llc | 0.04% | 21,275 | $410,816 | $390,396 | -$20,420 | -4.97% | |
| Harbour Investments, Inc. | 0.01% | 20,995 | $405,413 | $385,258 | -$20,155 | -4.97% | |
| Southern Financial Group, Llc | 0.11% | 21,558 | $389,342 | $395,589 | +$6,247 | +1.60% | |
| Private Client Services, Llc | 0.09% | 17,713 | $319,897 | $325,034 | +$5,137 | +1.61% | |
| Ameritas Advisory Services, Llc | 0.01% | 15,937 | $307,740 | $292,444 | -$15,296 | -4.97% | |
| Kovack Advisors, Inc. | 0.01% | 14,525 | $278,444 | $266,534 | -$11,910 | -4.28% | |
| Gladstone Institutional Advisory Llc | 0.01% | 14,188 | $273,970 | $260,350 | -$13,620 | -4.97% | |
| Centaurus Financial, Inc. | 0.01% | 14,065 | $272,000 | $258,093 | -$13,907 | -5.11% | |
| Koshinski Asset Management, Inc. | 0.01% | 14,510 | $262,055 | $266,259 | +$4,204 | +1.60% |
Frequently asked questions about LQTI
Who are the largest institutional holders of LQTI?
The largest institutional holders of LQTI reported in the latest SEC Form 13F filings include Guardian Wealth Advisors, Llc / Nc, Aptus Capital Advisors, Llc, Rise Advisors, Llc, Commonwealth Equity Services, Llc, and Janney Montgomery Scott Llc. InsiderSet ranks institutional holders by their latest reported LQTI position.
What is LQTI institutional ownership?
This page tracks LQTI positions reported by institutional investment managers through SEC Form 13F. FT VEST INVST GRD TRGT I ETF (LQTI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LQTI?
InsiderSet currently tracks 59 institutional managers reporting LQTI 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 LQTI shareholders.
How much LQTI stock do institutions own?
Institutional investment managers disclosed approximately $221.96M in LQTI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LQTI institutional ownership last updated?
The latest LQTI 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 LQTI 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 LQTI position after the reporting date.
Are institutions buying or selling LQTI?
Institutional buying and selling can be analyzed by comparing LQTI positions across consecutive 13F reporting periods. InsiderSet's LQTI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LQTI ownership changes.
How has LQTI institutional ownership changed over time?
InsiderSet tracks LQTI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.