GJAN

Ft Vest Us Equity Moderate B

Latest period2026 - Q1Total superinvestors115

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, 115 superinvestors own shares of Ft Vest Us Equity Moderate B (GJAN), 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 Us Equity Moderate B (GJAN), 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 Us Equity Moderate B (GJAN) 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 Us Equity Moderate B (GJAN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Michael Seese@Commonwealth Financial Services, Llc
Recent Activity
Increased 723.96%
5.75%
$36.309M
866,349 shares@ 41.92 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 108.74%
0.02%
$34.308M
818,617 shares@ 41.92 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 32.95%
0.03%
$18.945M
452,039 shares@ 41.91 avg price
JESSICA HINSON@Reap Financial Group, Llc
Recent Activity
Decreased -9.43%
3.61%
$18.286M
436,310 shares@ 41.91 avg price
Eric Dahm@Range Financial Group Llc
Recent Activity
Increased 0.12%
4.37%
$13.018M
310,617 shares@ 41.91 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 32.86%
0.02%
$12.75M
304,235 shares@ 41.92 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 133.08%
0.02%
$11.084M
264,464 shares@ 41.92 avg price
Nachman Nitzan / Ella Golan@First International Bank Of Israel Ltd.
Recent Activity
2.53%
$8.592M
205,000 shares@ 41.91 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 103.83%
0.01%
$7.927M
189,145 shares@ 41.92 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Increased 166.5%
0.03%
$7.442M
177,562 shares@ 41.91 avg price

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