GMAR

Ft Vest Us Equity Moderate B

Latest period2026 - Q1Total superinvestors119

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

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 9.69%
0.02%
$36.816M
883,100 shares@ 41.69 avg price
Nachman Nitzan / Ella Golan@First International Bank Of Israel Ltd.
Recent Activity
New Position
5.89%
$20.011M
480,000 shares@ 41.69 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 0.72%
0.03%
$14.573M
349,553 shares@ 41.69 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 8.89%
0.02%
$11.089M
265,991 shares@ 41.69 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Increased 15.08%
0.04%
$9.165M
219,836 shares@ 41.7 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Decreased -22.91%
0.01%
$7.466M
179,080 shares@ 41.69 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 83.01%
0.01%
$6.972M
167,238 shares@ 41.69 avg price
Rod Ehrlich@Wood Tarver Financial Group, Llc
Recent Activity
Increased 0.4%
1.6%
$5.784M
138,743 shares@ 41.69 avg price
Vicki Shubert@Bull Harbor Capital Llc
Recent Activity
New Position
1.54%
$5.725M
137,313 shares@ 41.7 avg price
John Chandler@City Holding Co
Recent Activity
0.69%
$5.475M
131,350 shares@ 41.68 avg price

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