GJUL — Ft Vest U.S. Equity Moderate Buffer ETF - July Institutional Holders · Q3 2026
Who owns Ft Vest U.S. Equity Moderate Buffer ETF - July (GJUL)? 5 institutions reported holding $1.88M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($883,544), CoreCap Advisors, LLC ($448,100), Farther Finance Advisors, LLC ($300,140).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $883,544 | 19,826 | Hold |
| 2 | CoreCap Advisors, LLC | $448,100 | 10,055 | Added |
| 3 | Farther Finance Advisors, LLC | $300,140 | 6,735 | Trimmed |
| 4 | First Heartland Consultants, Inc. | $215,828 | 4,843 | New |
| 5 | Noble Wealth Management PBC | $35,652 | 800 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30