FT VEST US SMALL CAP MODERAT (SAUG) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $38.94M 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 $3.11M 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 $3.06M, representing an estimated loss of -1.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed SAUG value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Envestnet Asset Management Inc, Acorn Financial Advisory Services Inc, 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
$38.94M
Largest Holder
Raymond James Financial Inc
Largest Position
$3.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
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% | 111,965 | $3,109,828 | $3,062,915 | -$46,913 | -1.51% | |
| Envestnet Asset Management Inc | 0.00% | 99,209 | $2,755,523 | $2,713,961 | -$41,562 | -1.51% | |
| Acorn Financial Advisory Services Inc | 0.32% | 87,337 | $2,425,785 | $2,389,191 | -$36,594 | -1.51% | |
| Cetera Investment Advisers | 0.00% | 85,959 | $2,387,511 | $2,351,494 | -$36,017 | -1.51% | |
| Susquehanna International Group, Llp | 0.00% | 66,955 | $1,859,675 | $1,831,621 | -$28,054 | -1.51% | |
| Kestra Advisory Services, Llc | 0.01% | 66,523 | $1,847,665 | $1,819,803 | -$27,862 | -1.51% | |
| Bfi Wealth Solutions, Llc | 1.23% | 59,668 | $1,657,281 | $1,632,278 | -$25,003 | -1.51% | |
| Osaic Holdings, Inc. | 0.00% | 57,556 | $1,598,838 | $1,574,502 | -$24,336 | -1.52% | |
| Commonwealth Equity Services, Llc | 0.00% | 55,773 | $1,549,100 | $1,525,726 | -$23,374 | -1.51% | |
| Independent Financial Group, Llc | 0.03% | 55,464 | $1,540,513 | $1,517,273 | -$23,240 | -1.51% | |
| Truist Financial Corp | 0.00% | 54,061 | $1,501,544 | $1,478,893 | -$22,651 | -1.51% | |
| Lpl Financial Llc | 0.00% | 46,718 | $1,297,592 | $1,278,018 | -$19,574 | -1.51% | |
| Secured Retirement Advisors, Llc | 0.61% | 42,587 | $1,182,854 | $1,165,010 | -$17,844 | -1.51% | |
| Global Assets Advisory, Llc | 0.24% | 39,535 | $1,100,433 | $1,081,519 | -$18,914 | -1.72% | |
| Hrt Financial Lp | 0.00% | 34,960 | $971,000 | $956,366 | -$14,634 | -1.51% | |
| Grantvest Financial Group Llc | 0.53% | 33,082 | $918,852 | $904,991 | -$13,861 | -1.51% | |
| Newedge Advisors, Llc | 0.00% | 32,683 | $907,770 | $894,076 | -$13,694 | -1.51% | |
| Northcrest Asset Manangement, Llc | 0.02% | 31,168 | $868,029 | $852,632 | -$15,397 | -1.77% | |
| Ignite Planners, Llc | 0.11% | 28,838 | $800,976 | $788,892 | -$12,084 | -1.51% | |
| Ameritas Investment Partners, Inc. | 0.02% | 27,920 | $775,478 | $763,780 | -$11,698 | -1.51% | |
| Action Point Financial Planning, Llc | 0.08% | 26,829 | $745,153 | $733,934 | -$11,219 | -1.51% | |
| Crusonia Wealth Advisors Llc | 0.09% | 20,000 | $555,500 | $547,120 | -$8,380 | -1.51% | |
| Vise Technologies, Inc. | 0.01% | 19,044 | $528,947 | $520,968 | -$7,979 | -1.51% | |
| Foundations Investment Advisors, Llc | 0.01% | 18,549 | $515,198 | $507,426 | -$7,772 | -1.51% | |
| Wealthgarden F.S. Llc | 0.29% | 18,298 | $508,230 | $500,560 | -$7,670 | -1.51% | |
| Prospera Financial Services Inc | 0.01% | 16,839 | $467,708 | $460,648 | -$7,060 | -1.51% | |
| Citadel Advisors Llc | 0.00% | 14,564 | $404,515 | $398,413 | -$6,102 | -1.51% | |
| Silver Oak Securities, Incorporated | 0.02% | 12,953 | $359,770 | $354,342 | -$5,428 | -1.51% | |
| Capital Analysts, Llc | 0.01% | 12,924 | $359,000 | $353,549 | -$5,451 | -1.52% | |
| Rockefeller Capital Management L.P. | 0.00% | 11,460 | $318,302 | $313,500 | -$4,802 | -1.51% | |
| Kestra Private Wealth Services, Llc | 0.00% | 10,700 | $297,193 | $292,709 | -$4,484 | -1.51% | |
| Wood Tarver Financial Group, Llc | 0.07% | 10,689 | $296,000 | $292,408 | -$3,592 | -1.21% | |
| Harbour Investments, Inc. | 0.00% | 10,516 | $292,082 | $287,676 | -$4,406 | -1.51% | |
| Kovack Advisors, Inc. | 0.01% | 9,350 | $259,833 | $255,779 | -$4,054 | -1.56% | |
| Integrated Advisors Network Llc | 0.01% | 8,312 | $230,866 | $227,383 | -$3,483 | -1.51% | |
| Diligent Investors, Llc | 0.05% | 8,150 | $226,366 | $222,951 | -$3,415 | -1.51% | |
| Sigma Planning Corp | 0.01% | 7,347 | $204,063 | $200,985 | -$3,078 | -1.51% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,750 | $187,481 | $184,653 | -$2,828 | -1.51% | |
| Mtm Investment Management, Llc | 0.05% | 6,560 | $182,204 | $179,455 | -$2,749 | -1.51% | |
| Dhjj Financial Advisors, Ltd. | 0.05% | 6,528 | $181,316 | $178,580 | -$2,736 | -1.51% | |
| Spire Wealth Management | 0.01% | 6,231 | $173,066 | $170,455 | -$2,611 | -1.51% | |
| Sunbelt Securities, Inc. | 0.01% | 5,165 | $132,973 | $141,294 | +$8,321 | +6.26% | |
| Soa Wealth Advisors, Llc. | 0.02% | 3,430 | $95,268 | $93,831 | -$1,437 | -1.51% | |
| Benson Wealth Management Inc | 0.09% | 3,164 | $87,880 | $86,554 | -$1,326 | -1.51% | |
| Creative Financial Designs Inc | 0.00% | 3,064 | $85,103 | $83,819 | -$1,284 | -1.51% | |
| Cx Institutional | 0.00% | 2,824 | $78,000 | $77,253 | -$747 | -0.96% | |
| Ameriflex Group, Inc. | 0.01% | 850 | $23,609 | $23,253 | -$356 | -1.51% | |
| Nbc Securities, Inc. | 0.00% | 843 | $23,414 | $23,061 | -$353 | -1.51% | |
| Morgan Stanley | 0.00% | 727 | $20,192 | $19,888 | -$304 | -1.51% | |
| Geneos Wealth Management Inc. | 0.00% | 662 | $18,387 | $18,110 | -$277 | -1.51% |
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.