FT VEST US EQUITY MODERATE B GJUL
$43.53
+0.1% 52w: $37.57 – $43.53
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data37.5740.5543.53
Jun 20, 2025 Jul 2, 2026
Institutional holders
126
-4 QoQ
13F value
$209.0M
-16.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GJUL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $43.1M | 0.0% | -4.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 556.4K | $22.7M | 0.0% | -18.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 378.0K | $15.4M | 0.0% | -12.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 308.9K | $12.6M | 0.0% | -1.7% |
| LPL Financial LLC | Bank broker | 259.9K | $10.6M | 0.0% | -2.5% |
| Cetera Investment Advisers | Wealth advisor | 236.3K | $9.6M | 0.0% | -0.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 191.2K | $7.8M | 0.0% | -3.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 185.9K | $7.6M | 0.0% | -4.4% |
| Integrated Wealth Concepts LLC | Wealth advisor | 166.2K | $6.8M | 0.1% | Held |
| DAGCO, INC. | Wealth advisor | 157.4K | $6.4M | 1.4% | -12.0% |
| Americana Partners, LLC | Other | 108.3K | $4.4M | 0.1% | -37.9% |
| Sunbelt Securities, Inc. | Diversified mechanical | 97.1K | $4.0M | 0.2% | -1.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 96.0K | $3.9M | 0.0% | -16.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 84.5K | $3.4M | 0.0% | -0.9% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 53.4K | $2.2M | 0.0% | -0.4% |
| CITY HOLDING CO | Other | 44.8K | $1.8M | 0.2% | -6.3% |
| Avantra Family Wealth, Inc. | Other | 43.2K | $1.8M | 1.3% | +0.5% |
| CreativeOne Wealth, LLC | Wealth advisor | 42.2K | $1.7M | 0.0% | 0.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 36.5K | $1.5M | 0.0% | -10.6% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 34.0K | $1.4M | 0.1% | Held |
| Kestra Investment Management, LLC | Wealth advisor | 31.6K | $1.3M | 0.0% | -0.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 30.8K | $1.3M | 0.0% | -7.3% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 29.5K | $1.2M | 0.3% | +0.1% |
| E&G Advisors, LP | Wealth advisor | 27.2K | $1.1M | 0.2% | Held |
| Diligent Investors, LLC | Other | 26.5K | $1.1M | 0.3% | Held |
| Concurrent Investment Advisors, LLC | Wealth advisor | 25.5K | $1.0M | 0.0% | New |
| MAI Capital Management | Wealth advisor | 23.2K | $948K | 0.0% | -3.1% |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 22.3K | $909K | 0.1% | -0.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 21.9K | $895K | 0.0% | Held |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 21.3K | $869K | 0.0% | +94.5% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 20.6K | $838K | 0.0% | Held |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 20.6K | $838K | 0.0% | Held |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 19.8K | $808K | 0.0% | Held |
| Kovack Advisors, Inc. | Other | 19.5K | $793K | 0.0% | -8.3% |
| Integrity Financial Corp /WA | Wealth advisor | 18.8K | $768K | 0.4% | Held |
| KINTRA WEALTH, LLC | Wealth advisor | 18.8K | $767K | 0.1% | New |
| DAYMARK WEALTH PARTNERS, LLC | Other | 18.2K | $742K | 0.0% | Held |
| Tanglewood Legacy Advisors, LLC | Wealth advisor | 17.9K | $732K | 0.3% | Held |
| Prospera Financial Services Inc | Diversified mechanical | 16.1K | $658K | 0.0% | -8.1% |
| HighTower Advisors, LLC | Diversified mechanical | 15.8K | $646K | 0.0% | -67.1% |
| UPTICK PARTNERS, LLC | Wealth advisor | 15.7K | $639K | 0.1% | -6.8% |
| Keystone Wealth Services, LLC | Wealth advisor | 14.9K | $606K | 0.1% | New |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 14.8K | $604K | 0.1% | -1.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 14.6K | $597K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 14.2K | $580K | 0.0% | -6.9% |
| Nvest Financial, LLC | Wealth advisor | 13.9K | $565K | 0.2% | Held |
| OLD MISSION CAPITAL LLC | Wealth advisor | 13.6K | $555K | 0.0% | -52.4% |
| Ferguson Shapiro LLC | Wealth advisor | 13.0K | $531K | 0.2% | -60.8% |
| Mutual Advisors, LLC | Wealth advisor | 12.4K | $505K | 0.0% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 11.6K | $471K | 0.0% | Held |
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.