FT VEST US EQUITY MODERATE B GJAN
$44.99
+0.1% 52w: $39.13 – $45.04
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data39.1342.0945.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
116
+9 QoQ
13F value
$274.6M
+50.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GJAN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Commonwealth Financial Services, LLC | Wealth advisor | 866.3K | $36.3M | 5.7% | +724.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 818.6K | $34.3M | 0.0% | +108.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 452.0K | $18.9M | 0.0% | +32.9% |
| REAP Financial Group, LLC | Wealth advisor | 436.3K | $18.3M | 3.6% | -9.4% |
| Range Financial Group LLC | Other | 310.6K | $13.0M | 4.4% | +0.1% |
| Cetera Investment Advisers | Wealth advisor | 304.2K | $12.8M | 0.0% | +32.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 264.5K | $11.1M | 0.0% | +133.1% |
| First International Bank of Israel Ltd. | Wealth advisor | 205.0K | $8.6M | 2.5% | Held |
| LPL Financial LLC | Bank broker | 189.1K | $7.9M | 0.0% | +103.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 177.6K | $7.4M | 0.0% | +166.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 169.8K | $7.1M | 0.0% | +13.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 131.5K | $5.5M | 0.0% | -4.6% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 107.7K | $4.5M | 0.3% | +866.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 106.5K | $4.5M | 0.0% | -2.2% |
| Americana Partners, LLC | Other | 99.9K | $4.2M | 0.1% | New |
| PRIVATE CLIENT SERVICES, LLC | Wealth advisor | 93.2K | $3.9M | 1.2% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 86.1K | $3.6M | 0.0% | -21.6% |
| First Heartland Consultants, Inc. | Wealth advisor | 85.3K | $3.6M | 0.3% | New |
| Tanglewood Legacy Advisors, LLC | Wealth advisor | 84.8K | $3.6M | 1.3% | +20.4% |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 78.6K | $3.3M | 0.3% | +26.3% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | Wealth advisor | 68.8K | $2.9M | 0.8% | New |
| Anfield Capital Management, LLC | Wealth advisor | 68.7K | $2.9M | 0.8% | -0.8% |
| Arax Advisory Partners | Wealth advisor | 64.2K | $2.7M | 0.1% | New |
| Wood Tarver Financial Group, LLC | Wealth advisor | 49.8K | $2.1M | 0.6% | +54.4% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 49.4K | $2.1M | 0.0% | +828.1% |
| Midwest Financial Network, LLC | Wealth advisor | 45.6K | $1.9M | 1.5% | -24.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 45.4K | $1.9M | 0.0% | +150.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 39.5K | $1.7M | 0.0% | +20.5% |
| Mariner, LLC | Diversified mechanical | 38.5K | $1.6M | 0.0% | +1.0% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 36.9K | $1.6M | 0.1% | +15.9% |
| CORRADO ADVISORS, LLC | Wealth advisor | 35.7K | $1.5M | 0.8% | -4.0% |
| LifeWealth Investments, LLC | Wealth advisor | 35.3K | $1.5M | 0.4% | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 35.2K | $1.5M | 0.0% | +39.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 33.7K | $1.4M | 0.0% | +500.6% |
| Triumph Capital Management | Wealth advisor | 30.2K | $1.3M | 0.3% | +7.5% |
| Ignite Planners, LLC | Wealth advisor | 29.3K | $1.2M | 0.2% | +6.6% |
| CWM, LLC | Wealth advisor | 29.1K | $1.2M | 0.0% | +273.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 28.0K | $1.2M | 0.0% | +4.7% |
| Sequent Planning LLC | Wealth advisor | 26.1K | $1.1M | 0.3% | +197.4% |
| Mutual Advisors, LLC | Wealth advisor | 25.3K | $1.1M | 0.0% | +15.1% |
| Sunbelt Securities, Inc. | Diversified mechanical | 24.6K | $1.0M | 0.1% | -20.5% |
| HighTower Advisors, LLC | Diversified mechanical | 24.0K | $1.0M | 0.0% | Held |
| Diligent Investors, LLC | Other | 22.5K | $941K | 0.2% | New |
| CreativeOne Wealth, LLC | Wealth advisor | 22.4K | $937K | 0.0% | +7.1% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 22.4K | $937K | 0.0% | +302.7% |
| NorthCrest Asset Manangement, LLC | Other | 21.8K | $916K | 0.0% | -25.2% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 21.3K | $893K | 0.0% | -19.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 19.5K | $817K | 0.0% | -7.1% |
| Signal Advisors Wealth, LLC | Wealth advisor | 18.5K | $776K | 0.1% | -5.6% |
| MILESTONE ASSET MANAGEMENT, LLC | Wealth advisor | 16.7K | $702K | 0.1% | -6.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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