IGLD

Ft Vest Gold Strategy Target

Latest period2026 - Q1Total superinvestors127

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 127 superinvestors own shares of Ft Vest Gold Strategy Target (IGLD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Gold Strategy Target (IGLD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Gold Strategy Target (IGLD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Gold Strategy Target (IGLD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 56.47%
0.02%
$60.814M
2.382M shares@ 25.53 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Decreased -1%
0.01%
$31.223M
1.223M shares@ 25.54 avg price
Caroline D. Hoang@Truist Financial Corp
Recent Activity
Increased 22.2%
0.04%
$28.18M
1.104M shares@ 25.54 avg price
Brett Mathew Wickmann@Aptus Capital Advisors, Llc
Recent Activity
New Position
0.19%
$23.96M
938,512 shares@ 25.53 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Decreased -0.02%
0.08%
$19.172M
750,951 shares@ 25.53 avg price
Carri Sanford@Luken Investment Analytics, Llc
Recent Activity
Decreased -11.92%
7.31%
$19.094M
747,915 shares@ 25.54 avg price
Barbara Martens@Hilton Capital Management, Llc
Recent Activity
Decreased -1.2%
1.15%
$15.222M
596,223 shares@ 25.54 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 48.25%
0.03%
$14.337M
561,586 shares@ 25.54 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 19.9%
0.02%
$14.113M
552,819 shares@ 25.54 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 27.26%
0.02%
$11.404M
446,675 shares@ 25.54 avg price

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