FT VEST U.S. SMALL CAP MODER (SMAY) Top Institutional Shareholders
FT VEST U.S. SMALL CAP MODER (SMAY) 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 $28.02M in SMAY holdings during the latest filing period.
Mgo One Seven Llc is currently the largest disclosed institutional shareholder of SMAY tracked by InsiderSet, reporting ownership valued at approximately $3.02M 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 $3.19M, representing an estimated gain of +5.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed SMAY value among the investors covered in this analysis. Major shareholders include Mgo One Seven Llc, Cetera Investment Advisers, Lionshead Wealth Management, Llc, and several other long-term asset managers with concentrated positions in FT VEST U.S. SMALL CAP MODER (SMAY).
This page ranks the largest institutional SMAY 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
57
Total Reported Value
$28.02M
Largest Holder
Mgo One Seven Llc
Largest Position
$3.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mgo One Seven Llc | 0.06% | 114,898 | $3,022,840 | $3,194,739 | +$171,899 | +5.69% | |
| Cetera Investment Advisers | 0.00% | 99,950 | $2,629,575 | $2,779,110 | +$149,535 | +5.69% | |
| Lionshead Wealth Management, Llc | 1.57% | 81,158 | $2,135,178 | $2,256,598 | +$121,420 | +5.69% | |
| Lpl Financial Llc | 0.00% | 69,854 | $1,837,782 | $1,942,290 | +$104,508 | +5.69% | |
| Osaic Holdings, Inc. | 0.00% | 64,030 | $1,684,566 | $1,780,354 | +$95,788 | +5.69% | |
| Smart Wealth Llc | 0.48% | 61,986 | $1,630,783 | $1,723,521 | +$92,738 | +5.69% | |
| Envestnet Asset Management Inc | 0.00% | 43,964 | $1,156,644 | $1,222,419 | +$65,775 | +5.69% | |
| Commonwealth Equity Services, Llc | 0.00% | 40,299 | $1,060,220 | $1,120,514 | +$60,294 | +5.69% | |
| Bfi Wealth Solutions, Llc | 1.00% | 39,438 | $1,039,586 | $1,096,574 | +$56,988 | +5.48% | |
| Kestra Advisory Services, Llc | 0.00% | 36,117 | $950,199 | $1,004,233 | +$54,034 | +5.69% | |
| Northcrest Asset Manangement, Llc | 0.03% | 34,726 | $918,687 | $965,556 | +$46,869 | +5.10% | |
| First Heartland Consultants, Inc. | 0.06% | 32,000 | $841,885 | $889,760 | +$47,875 | +5.69% | |
| Raymond James Financial Inc | 0.00% | 29,264 | $769,904 | $813,686 | +$43,782 | +5.69% | |
| Arkadios Wealth Advisors | 0.01% | 27,056 | $711,814 | $752,292 | +$40,478 | +5.69% | |
| Ignite Planners, Llc | 0.11% | 26,205 | $689,424 | $728,630 | +$39,206 | +5.69% | |
| Grantvest Financial Group Llc | 0.39% | 22,761 | $598,817 | $632,870 | +$34,053 | +5.69% | |
| Soa Wealth Advisors, Llc. | 0.09% | 18,980 | $499,343 | $527,739 | +$28,396 | +5.69% | |
| Susquehanna International Group, Llp | 0.00% | 18,673 | $491,266 | $519,203 | +$27,937 | +5.69% | |
| Fsb Premier Wealth Management, Inc. | 0.14% | 16,545 | $435,281 | $460,034 | +$24,753 | +5.69% | |
| Fortress Private Ledger, Llc | 0.11% | 13,149 | $345,936 | $365,608 | +$19,672 | +5.69% | |
| Fragasso Financial Advisors Inc | 0.02% | 12,914 | $342,545 | $359,074 | +$16,529 | +4.83% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 12,830 | $337,543 | $356,738 | +$19,195 | +5.69% | |
| Mariner, Llc | 0.00% | 12,500 | $328,861 | $347,563 | +$18,702 | +5.69% | |
| Kintra Wealth, Llc | 0.02% | 12,101 | $318,364 | $336,468 | +$18,104 | +5.69% | |
| Harvest Investment Services, Llc | 0.06% | 12,032 | $316,549 | $334,550 | +$18,001 | +5.69% | |
| Benson Wealth Management Inc | 0.42% | 11,765 | $309,524 | $327,126 | +$17,602 | +5.69% | |
| Diligent Investors, Llc | 0.07% | 10,600 | $278,874 | $294,733 | +$15,859 | +5.69% | |
| Foundations Investment Advisors, Llc | 0.00% | 9,947 | $261,695 | $276,576 | +$14,881 | +5.69% | |
| Integrated Wealth Concepts Llc | 0.00% | 8,465 | $222,695 | $235,369 | +$12,674 | +5.69% | |
| Sigma Planning Corp | 0.01% | 7,926 | $208,524 | $220,382 | +$11,858 | +5.69% | |
| Jaffetilchin Investment Partners, Llc | 0.01% | 7,734 | $203,473 | $215,044 | +$11,571 | +5.69% | |
| Spire Wealth Management | 0.01% | 6,116 | $160,905 | $170,055 | +$9,150 | +5.69% | |
| Dhjj Financial Advisors, Ltd. | 0.05% | 5,909 | $155,460 | $164,300 | +$8,840 | +5.69% | |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | 5,756 | $151,434 | $160,046 | +$8,612 | +5.69% | |
| Geneos Wealth Management Inc. | 0.00% | 5,580 | $146,804 | $155,152 | +$8,348 | +5.69% | |
| Blue Bell Private Wealth Management, Llc | 0.02% | 4,128 | $108,603 | $114,779 | +$6,176 | +5.69% | |
| Nbc Securities, Inc. | 0.01% | 3,798 | $99,921 | $105,603 | +$5,682 | +5.69% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,678 | $96,764 | $102,267 | +$5,503 | +5.69% | |
| Harbour Investments, Inc. | 0.00% | 3,290 | $86,556 | $91,478 | +$4,922 | +5.69% | |
| Larson Financial Group Llc | 0.00% | 2,948 | $77,559 | $81,969 | +$4,410 | +5.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 37,342 | $69,207 | $1,038,294 | +$969,087 | +1400.27% | |
| Sunbelt Securities, Inc. | 0.00% | 1,578 | $41,515 | $43,876 | +$2,361 | +5.69% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,545 | $40,647 | $42,959 | +$2,312 | +5.69% | |
| Twin Peaks Wealth Advisors, Llc | 0.01% | 1,286 | $33,833 | $35,757 | +$1,924 | +5.69% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 1,121 | $29,492 | $31,169 | +$1,677 | +5.69% | |
| Creative Financial Designs Inc | 0.00% | 1,017 | $26,756 | $28,278 | +$1,522 | +5.69% | |
| Noble Wealth Management Pbc | 0.01% | 1,000 | $26,309 | $27,805 | +$1,496 | +5.69% | |
| Ubs Group Ag | 0.00% | 721 | $18,969 | $20,047 | +$1,078 | +5.69% | |
| Morgan Stanley | 0.00% | 521 | $13,707 | $14,486 | +$779 | +5.69% | |
| Capital Investment Advisory Services, Llc | 0.00% | 500 | $13,154 | $13,903 | +$749 | +5.69% |
Frequently asked questions about SMAY
Who owns the most SMAY stock?
The largest holders of SMAY 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 U.S. SMALL CAP MODER (SMAY).
Is SMAY widely held by superinvestors?
Many widely followed stocks like SMAY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMAY 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.