FT VEST US EQUITY MODERATE B GJUN
$41.11
-0.2% 52w: $36.90 – $41.19
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data36.9039.0541.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
118
-3 QoQ
13F value
$167.0M
-2.0% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GJUN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Cetera Investment Advisers | Wealth advisor | 360.8K | $14.2M | 0.0% | +35.0% |
| Mariner, LLC | Diversified mechanical | 268.6K | $10.6M | 0.0% | +11.8% |
| Atria Investments, Inc | Wealth advisor | 263.3K | $10.4M | 0.1% | +15.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 231.3K | $9.1M | 0.0% | -7.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 225.4K | $8.9M | 0.0% | +214.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 213.9K | $8.4M | 0.0% | -16.1% |
| First International Bank of Israel Ltd. | Wealth advisor | 200.0K | $7.9M | 2.3% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 171.9K | $6.8M | 0.0% | +4.5% |
| LPL Financial LLC | Bank broker | 161.6K | $6.4M | 0.0% | -1.7% |
| Focus Partners Wealth | Wealth advisor | 147.2K | $5.8M | 0.0% | -12.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 123.0K | $4.8M | 0.0% | -31.2% |
| Avantra Family Wealth, Inc. | Other | 108.3K | $4.3M | 3.2% | +3.0% |
| VestGen Advisors, LLC | Wealth advisor | 95.1K | $3.9M | 0.1% | +21.0% |
| Americana Partners, LLC | Other | 94.5K | $3.7M | 0.1% | -21.9% |
| Sunbelt Securities, Inc. | Diversified mechanical | 92.4K | $3.6M | 0.2% | -1.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 70.0K | $2.8M | 0.0% | +0.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 49.7K | $2.0M | 0.0% | -3.9% |
| Foundations Investment Advisors, LLC | Wealth advisor | 47.3K | $1.9M | 0.0% | +1.1% |
| Arkadios Wealth Advisors | Wealth advisor | 44.2K | $1.7M | 0.0% | +1.3% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 43.3K | $1.7M | 0.1% | +14.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 42.3K | $1.7M | 0.1% | +2.0% |
| NovaPoint Capital, LLC | Other | 40.6K | $1.6M | 0.4% | -2.4% |
| Keystone Wealth Services, LLC | Wealth advisor | 36.6K | $1.4M | 0.3% | -73.0% |
| ACT Advisors, LLC. | Wealth advisor | 35.8K | $1.4M | 0.6% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 35.7K | $1.4M | 0.0% | 0.0% |
| HRT FINANCIAL LP | Diversified mechanical | 32.5K | $1.3M | 0.0% | New |
| Diligent Investors, LLC | Other | 32.1K | $1.3M | 0.3% | -1.6% |
| CreativeOne Wealth, LLC | Wealth advisor | 32.0K | $1.3M | 0.0% | +101.6% |
| CITY HOLDING CO | Other | 31.1K | $1.2M | 0.2% | Held |
| Archer Investment Corp | Wealth advisor | 31.0K | $1.2M | 0.3% | Held |
| AdvisorNet Financial, Inc | Wealth advisor | 30.0K | $1.2M | 0.1% | Held |
| Triad Wealth Partners, LLC | Wealth advisor | 29.1K | $1.1M | 0.1% | +8.0% |
| Tanglewood Legacy Advisors, LLC | Wealth advisor | 28.2K | $1.1M | 0.4% | Held |
| Nvest Financial, LLC | Wealth advisor | 27.3K | $1.1M | 0.4% | Held |
| Ignite Planners, LLC | Wealth advisor | 25.6K | $1.0M | 0.2% | -24.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 25.3K | $996K | 0.0% | -0.4% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 24.2K | $955K | 0.0% | -34.0% |
| Icon Wealth Advisors, LLC | Wealth advisor | 21.9K | $892K | 0.1% | -0.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 21.6K | $852K | 0.0% | -18.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 20.9K | $824K | 0.0% | +213.4% |
| Signal Advisors Wealth, LLC | Wealth advisor | 20.8K | $821K | 0.1% | New |
| Sequent Planning LLC | Wealth advisor | 20.8K | $819K | 0.2% | -4.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 20.4K | $803K | 0.0% | +82.8% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 19.5K | $770K | 0.2% | -3.4% |
| KINTRA WEALTH, LLC | Wealth advisor | 19.1K | $754K | 0.1% | New |
| Ausdal Financial Partners, Inc. | Wealth advisor | 17.4K | $685K | 0.0% | -1.7% |
| VestGen Investment Management | Wealth advisor | 17.0K | $670K | 0.4% | New |
| Integrity Financial Corp /WA | Wealth advisor | 15.3K | $602K | 0.3% | Held |
| Harvest Investment Services, LLC | Other | 15.3K | $602K | 0.1% | -13.3% |
| ROYAL BANK OF CANADA | Bank broker | 14.9K | $588K | 0.0% | -13.4% |
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.