FT VEST US SMALL CAP MODERAT (SNOV) Institutional Shareholders
FT VEST US SMALL CAP MODERAT (SNOV) 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 $31.89M in SNOV holdings during the latest filing period.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of SNOV tracked by InsiderSet, reporting ownership valued at approximately $7.61M 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 $8.34M, representing an estimated gain of +9.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed SNOV value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Cetera Investment Advisers, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in FT VEST US SMALL CAP MODERAT (SNOV).
This page ranks the largest institutional SNOV 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
58
Total Reported Value
$31.89M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$7.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.01% | 306,788 | $7,614,005 | $8,342,578 | +$728,573 | +9.57% | |
| Cetera Investment Advisers | 0.00% | 119,958 | $2,976,818 | $3,262,054 | +$285,236 | +9.58% | |
| Commonwealth Equity Services, Llc | 0.00% | 94,289 | $2,554,760 | $2,564,029 | +$9,269 | +0.36% | |
| Northcrest Asset Manangement, Llc | 0.05% | 65,930 | $1,788,753 | $1,792,854 | +$4,101 | +0.23% | |
| Raymond James Financial Inc | 0.00% | 63,951 | $1,586,976 | $1,739,039 | +$152,063 | +9.58% | |
| Bfi Wealth Solutions, Llc | 1.26% | 52,278 | $1,309,208 | $1,421,611 | +$112,403 | +8.59% | |
| Grantvest Financial Group Llc | 0.84% | 52,107 | $1,293,061 | $1,416,961 | +$123,900 | +9.58% | |
| Lpl Financial Llc | 0.00% | 48,746 | $1,209,656 | $1,325,565 | +$115,909 | +9.58% | |
| Susquehanna International Group, Llp | 0.00% | 48,321 | $1,199,109 | $1,314,007 | +$114,898 | +9.58% | |
| Truist Financial Corp | 0.00% | 42,460 | $1,150,454 | $1,154,628 | +$4,174 | +0.36% | |
| Mgo One Seven Llc | 0.02% | 42,444 | $1,150,020 | $1,154,192 | +$4,172 | +0.36% | |
| Kestra Advisory Services, Llc | 0.00% | 34,151 | $925,321 | $928,678 | +$3,357 | +0.36% | |
| Ignite Planners, Llc | 0.10% | 27,283 | $739,233 | $741,915 | +$2,682 | +0.36% | |
| Private Advisor Group, Llc | 0.00% | 22,195 | $601,375 | $603,555 | +$2,180 | +0.36% | |
| Mariner, Llc | 0.00% | 21,435 | $531,920 | $582,888 | +$50,968 | +9.58% | |
| Old Mission Capital Llc | 0.01% | 16,837 | $417,818 | $457,854 | +$40,036 | +9.58% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 14,799 | $400,979 | $402,434 | +$1,455 | +0.36% | |
| Envestnet Asset Management Inc | 0.00% | 14,021 | $347,943 | $381,277 | +$33,334 | +9.58% | |
| Kestra Private Wealth Services, Llc | 0.00% | 12,670 | $343,294 | $344,539 | +$1,245 | +0.36% | |
| Octavia Wealth Advisors, Llc | 0.03% | 12,363 | $334,975 | $336,191 | +$1,216 | +0.36% | |
| Diligent Investors, Llc | 0.07% | 12,300 | $333,269 | $334,478 | +$1,209 | +0.36% | |
| Nbc Securities, Inc. | 0.02% | 11,147 | $302,027 | $303,124 | +$1,097 | +0.36% | |
| Sigma Planning Corp | 0.01% | 12,012 | $298,083 | $326,646 | +$28,563 | +9.58% | |
| Rockefeller Capital Management L.P. | 0.00% | 11,700 | $290,341 | $318,162 | +$27,821 | +9.58% | |
| Csenge Advisory Group | 0.01% | 9,605 | $238,353 | $261,192 | +$22,839 | +9.58% | |
| Foguth Wealth Management, Llc. | 0.03% | 8,547 | $231,709 | $232,421 | +$712 | +0.31% | |
| Kovack Advisors, Inc. | 0.01% | 8,408 | $227,894 | $228,641 | +$747 | +0.33% | |
| Creative Financial Designs Inc | 0.01% | 7,547 | $204,486 | $205,228 | +$742 | +0.36% | |
| Soa Wealth Advisors, Llc. | 0.03% | 7,328 | $198,552 | $199,273 | +$721 | +0.36% | |
| Dhjj Financial Advisors, Ltd. | 0.04% | 5,557 | $150,567 | $151,113 | +$546 | +0.36% | |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | 6,000 | $148,893 | $163,160 | +$14,267 | +9.58% | |
| Pfs Partners, Llc | 0.06% | 5,036 | $136,451 | $136,945 | +$494 | +0.36% | |
| Sunbelt Securities, Inc. | 0.01% | 5,369 | $133,234 | $146,001 | +$12,767 | +9.58% | |
| Harbour Investments, Inc. | 0.00% | 2,859 | $70,948 | $77,746 | +$6,798 | +9.58% | |
| Noble Wealth Management Pbc | 0.03% | 2,543 | $68,903 | $69,153 | +$250 | +0.36% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 68,169 | $58,968 | $1,853,740 | +$1,794,772 | +3043.64% | |
| Twin Peaks Wealth Advisors, Llc | 0.01% | 1,258 | $31,221 | $34,209 | +$2,988 | +9.57% | |
| Ameritas Investment Partners, Inc. | 0.00% | 1,250 | $31,019 | $33,992 | +$2,973 | +9.58% | |
| Capital Investment Advisory Services, Llc | 0.00% | 1,115 | $30,211 | $30,321 | +$110 | +0.36% | |
| Benson Wealth Management Inc | 0.04% | 1,213 | $30,101 | $32,985 | +$2,884 | +9.58% | |
| Corecap Advisors, Llc | 0.00% | 1,000 | $27,095 | $27,193 | +$98 | +0.36% | |
| Topsail Wealth Management, Llc | 0.00% | 1,000 | $24,816 | $27,193 | +$2,377 | +9.58% | |
| Integrity Financial Corp | 0.01% | 818 | $22,164 | $22,244 | +$80 | +0.36% | |
| Fifth Third Bancorp | 0.00% | 833 | $20,671 | $22,652 | +$1,981 | +9.58% | |
| Ae Wealth Management Llc | 0.00% | 708 | $17,569 | $19,253 | +$1,684 | +9.58% | |
| Signature Equity Partners, Llc | 0.01% | 630 | $17,070 | $17,132 | +$62 | +0.36% | |
| Morgan Stanley | 0.00% | 577 | $14,319 | $15,691 | +$1,372 | +9.58% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 500 | $12,408 | $13,597 | +$1,189 | +9.58% | |
| Jones Financial Companies Lllp | 0.00% | 451 | $11,081 | $12,264 | +$1,183 | +10.68% | |
| Advisory Services Network, Llc | 0.00% | 380 | $9,430 | $10,333 | +$903 | +9.58% |
Frequently asked questions about SNOV
Who owns the most SNOV stock?
The largest holders of SNOV 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 (SNOV).
Is SNOV widely held by superinvestors?
Many widely followed stocks like SNOV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SNOV 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.