FT VEST US EQUITY MODERATE B GSEP
$40.96
-0.1% 52w: $35.92 – $40.98
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data35.9238.4540.98
Jun 20, 2025 Jul 2, 2026
Institutional holders
119
-8 QoQ
13F value
$266.9M
-11.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GSEP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | Wealth advisor | 1.6M | $60.9M | 0.3% | -0.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 706.4K | $26.9M | 0.0% | -3.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 460.7K | $17.6M | 0.0% | -15.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 326.7K | $12.5M | 0.0% | -16.0% |
| MAI Capital Management | Wealth advisor | 295.8K | $11.3M | 0.1% | -35.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 293.8K | $11.2M | 0.0% | +6.1% |
| POM Investment Strategies, LLC | Wealth advisor | 234.1K | $8.9M | 11.1% | New |
| Cetera Investment Advisers | Wealth advisor | 217.6K | $8.3M | 0.0% | +3.7% |
| Wellment Financial | Wealth advisor | 191.9K | $7.3M | 9.0% | -0.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 168.7K | $6.4M | 0.0% | +0.4% |
| First International Bank of Israel Ltd. | Wealth advisor | 144.5K | $5.5M | 1.6% | Held |
| Wood Tarver Financial Group, LLC | Wealth advisor | 141.0K | $5.4M | 1.5% | +10.4% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 135.3K | $5.2M | 1.2% | -49.6% |
| US BANCORP \DE\ | Wealth advisor | 128.5K | $4.9M | 0.0% | -10.2% |
| LPL Financial LLC | Bank broker | 120.2K | $4.6M | 0.0% | +20.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 116.4K | $4.4M | 0.0% | -29.3% |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 102.2K | $3.9M | 0.4% | -0.4% |
| Americana Partners, LLC | Other | 89.4K | $3.4M | 0.1% | -44.7% |
| Networth Advisors, LLC | Wealth advisor | 71.6K | $2.7M | 1.9% | -1.0% |
| Integrated Wealth Management | Wealth advisor | 62.8K | $2.4M | 2.7% | +16.1% |
| Sunbelt Securities, Inc. | Diversified mechanical | 62.5K | $2.4M | 0.2% | -6.2% |
| CITY HOLDING CO | Other | 54.3K | $2.1M | 0.3% | -10.3% |
| SMART Wealth LLC | Wealth advisor | 52.8K | $2.0M | 0.6% | +8.6% |
| FSA Advisors, Inc. | Wealth advisor | 51.2K | $2.0M | 1.3% | +19.0% |
| KRAEMATON INVESTMENT ADVISORS, INC | Wealth advisor | 49.6K | $1.9M | 1.5% | -5.8% |
| Archer Investment Corp | Wealth advisor | 48.0K | $1.8M | 0.4% | -0.5% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 45.9K | $1.8M | 0.1% | +13.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 46.2K | $1.8M | 0.0% | -4.9% |
| NEW WAVE WEALTH ADVISORS LLC | Wealth advisor | 44.2K | $1.7M | 0.6% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 32.1K | $1.2M | 0.0% | Held |
| OLD MISSION CAPITAL LLC | Wealth advisor | 30.7K | $1.2M | 0.0% | +247.2% |
| Kovack Advisors, Inc. | Other | 30.4K | $1.2M | 0.1% | -5.1% |
| FWG Investments, LLC. | Wealth advisor | 27.7K | $1.1M | 0.7% | +4.6% |
| Blackston Financial Advisory Group, LLC | Wealth advisor | 27.0K | $1.0M | 0.6% | +2.3% |
| Csenge Advisory Group | Wealth advisor | 25.2K | $960K | 0.0% | +19.1% |
| CreativeOne Wealth, LLC | Wealth advisor | 25.1K | $958K | 0.0% | -0.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 24.9K | $947K | 0.0% | -7.2% |
| Prospera Financial Services Inc | Diversified mechanical | 24.8K | $946K | 0.0% | -4.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 24.6K | $939K | 0.0% | +1.0% |
| UPTICK PARTNERS, LLC | Wealth advisor | 24.0K | $914K | 0.2% | -5.7% |
| NorthCrest Asset Manangement, LLC | Other | 23.1K | $884K | 0.0% | -16.9% |
| First Heartland Consultants, Inc. | Wealth advisor | 20.7K | $789K | 0.1% | -18.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 20.3K | $772K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 20.3K | $772K | 0.0% | +63.8% |
| HighTower Advisors, LLC | Diversified mechanical | 18.6K | $707K | 0.0% | -1.9% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 16.5K | $627K | 0.0% | New |
| Keystone Wealth Services, LLC | Wealth advisor | 16.4K | $627K | 0.1% | New |
| American Alpha Advisors, LLC | Wealth advisor | 15.8K | $603K | 0.4% | +6.7% |
| Diligent Investors, LLC | Other | 15.2K | $579K | 0.1% | Held |
| REAP Financial Group, LLC | Wealth advisor | 15.2K | $579K | 0.1% | -0.2% |
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.