FT VEST US SMALL CAP MODERAT (SAUG) Top Institutional Shareholders
FT VEST US SMALL CAP MODERAT (SAUG) 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 $31.05M in SAUG holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of SAUG tracked by InsiderSet, reporting ownership valued at approximately $2.91M 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 $3.11M, representing an estimated gain of +7.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed SAUG value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Kestra Advisory Services, Llc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in FT VEST US SMALL CAP MODERAT (SAUG).
This page ranks the largest institutional SAUG 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
54
Total Reported Value
$31.05M
Largest Holder
Raymond James Financial Inc
Largest Position
$2.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
58
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 | 0.00% | 112,994 | $2,909,042 | $3,114,680 | +$205,638 | +7.07% | |
| Kestra Advisory Services, Llc | 0.01% | 98,779 | $2,543,086 | $2,722,843 | +$179,757 | +7.07% | |
| Cetera Investment Advisers | 0.00% | 91,388 | $2,352,793 | $2,519,110 | +$166,317 | +7.07% | |
| Acorn Financial Advisory Services Inc | 0.31% | 87,337 | $2,248,500 | $2,407,444 | +$158,944 | +7.07% | |
| Lpl Financial Llc | 0.00% | 68,121 | $1,753,781 | $1,877,755 | +$123,974 | +7.07% | |
| Commonwealth Equity Services, Llc | 0.00% | 65,957 | $1,698,070 | $1,818,105 | +$120,035 | +7.07% | |
| Envestnet Asset Management Inc | 0.00% | 64,169 | $1,652,037 | $1,768,818 | +$116,781 | +7.07% | |
| Osaic Holdings, Inc. | 0.00% | 59,855 | $1,541,200 | $1,649,903 | +$108,703 | +7.05% | |
| Bfi Wealth Solutions, Llc | 1.42% | 57,368 | $1,482,965 | $1,581,349 | +$98,384 | +6.63% | |
| Truist Financial Corp | 0.00% | 50,409 | $1,297,785 | $1,389,524 | +$91,739 | +7.07% | |
| Secured Retirement Advisors, Llc | 0.67% | 46,213 | $1,189,758 | $1,273,861 | +$84,103 | +7.07% | |
| Grantvest Financial Group Llc | 0.63% | 37,827 | $973,860 | $1,042,701 | +$68,841 | +7.07% | |
| Northcrest Asset Manangement, Llc | 0.03% | 31,168 | $807,737 | $859,146 | +$51,409 | +6.36% | |
| Susquehanna International Group, Llp | 0.00% | 31,189 | $802,964 | $859,725 | +$56,761 | +7.07% | |
| Ignite Planners, Llc | 0.12% | 29,553 | $760,844 | $814,628 | +$53,784 | +7.07% | |
| Ameritas Investment Partners, Inc. | 0.02% | 28,360 | $730,131 | $781,743 | +$51,612 | +7.07% | |
| Vise Technologies, Inc. | 0.01% | 22,137 | $564,715 | $610,206 | +$45,491 | +8.06% | |
| Crusonia Wealth Advisors Llc | 0.11% | 20,000 | $514,902 | $551,300 | +$36,398 | +7.07% | |
| Foundations Investment Advisors, Llc | 0.01% | 18,549 | $477,546 | $511,303 | +$33,757 | +7.07% | |
| Wealthgarden F.S. Llc | 0.32% | 18,308 | $471,345 | $504,660 | +$33,315 | +7.07% | |
| Prospera Financial Services Inc | 0.01% | 16,939 | $436,099 | $466,924 | +$30,825 | +7.07% | |
| Silver Oak Securities, Incorporated | 0.03% | 13,283 | $341,972 | $366,146 | +$24,174 | +7.07% | |
| Harbour Investments, Inc. | 0.00% | 12,290 | $316,407 | $338,774 | +$22,367 | +7.07% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,105 | $311,644 | $333,674 | +$22,030 | +7.07% | |
| Goldman Sachs Group Inc | 0.00% | 11,146 | $286,955 | $307,239 | +$20,284 | +7.07% | |
| Kestra Private Wealth Services, Llc | 0.00% | 10,700 | $275,473 | $294,946 | +$19,473 | +7.07% | |
| Kovack Advisors, Inc. | 0.01% | 9,138 | $235,964 | $251,889 | +$15,925 | +6.75% | |
| Integrated Advisors Network Llc | 0.01% | 8,312 | $213,994 | $229,120 | +$15,126 | +7.07% | |
| Merit Financial Group, Llc | 0.00% | 8,245 | $212,268 | $227,273 | +$15,005 | +7.07% | |
| Diligent Investors, Llc | 0.05% | 8,150 | $209,823 | $224,655 | +$14,832 | +7.07% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,750 | $173,779 | $186,064 | +$12,285 | +7.07% | |
| Dhjj Financial Advisors, Ltd. | 0.06% | 6,728 | $173,214 | $185,457 | +$12,243 | +7.07% | |
| Mtm Investment Management, Llc | 0.05% | 6,560 | $168,888 | $180,826 | +$11,938 | +7.07% | |
| Spire Wealth Management | 0.01% | 6,231 | $160,418 | $171,758 | +$11,340 | +7.07% | |
| Creative Financial Designs Inc | 0.01% | 6,018 | $154,934 | $165,886 | +$10,952 | +7.07% | |
| Sunbelt Securities, Inc. | 0.01% | 5,165 | $132,973 | $142,373 | +$9,400 | +7.07% | |
| Soa Wealth Advisors, Llc. | 0.02% | 3,870 | $99,634 | $106,677 | +$7,043 | +7.07% | |
| Ae Wealth Management Llc | 0.00% | 3,728 | $95,978 | $102,762 | +$6,784 | +7.07% | |
| Benson Wealth Management Inc | 0.11% | 3,164 | $81,458 | $87,216 | +$5,758 | +7.07% | |
| Newedge Advisors, Llc | 0.00% | 35,767 | $35,767 | $985,917 | +$950,150 | +2656.50% | |
| Mai Capital Management | 0.00% | 1,250 | $32,182 | $34,456 | +$2,274 | +7.07% | |
| Larson Financial Group Llc | 0.00% | 864 | $22,244 | $23,816 | +$1,572 | +7.07% | |
| Ameriflex Group, Inc. | 0.01% | 850 | $21,883 | $23,430 | +$1,547 | +7.07% | |
| Nbc Securities, Inc. | 0.00% | 843 | $21,703 | $23,237 | +$1,534 | +7.07% | |
| Morgan Stanley | 0.00% | 727 | $18,717 | $20,040 | +$1,323 | +7.07% | |
| Geneos Wealth Management Inc. | 0.00% | 662 | $17,043 | $18,248 | +$1,205 | +7.07% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 31,808 | $16,586 | $876,788 | +$860,202 | +5186.31% | |
| Farther Finance Advisors, Llc | 0.00% | 350 | $9,046 | $9,648 | +$602 | +6.65% | |
| Ubs Group Ag | 0.00% | 69 | $1,776 | $1,902 | +$126 | +7.09% | |
| Integrity Financial Corp | 0.00% | 66 | $1,699 | $1,819 | +$120 | +7.08% |
Frequently asked questions about SAUG
Who owns the most SAUG stock?
The largest holders of SAUG 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 SMALL CAP MODERAT (SAUG).
Is SAUG widely held by superinvestors?
Many widely followed stocks like SAUG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SAUG 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.