GSEP

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 (GSEP), 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 (GSEP), 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 (GSEP) 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 (GSEP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Shawn Scholz@Ae Wealth Management Llc
Recent Activity
Decreased -0.5%
0.33%
$60.916M
1.598M shares@ 38.12 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -2.95%
0.01%
$26.92M
706,385 shares@ 38.11 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -15.06%
0.03%
$17.557M
460,685 shares@ 38.12 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -16.02%
0.02%
$12.451M
326,707 shares@ 38.11 avg price
Donna Schuette@Mai Capital Management
Recent Activity
Decreased -35.05%
0.07%
$11.271M
295,751 shares@ 38.12 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Increased 6.08%
0.05%
$11.195M
293,761 shares@ 38.12 avg price
Radon Stancil@Pom Investment Strategies, Llc
Recent Activity
New Position
11.09%
$8.922M
234,124 shares@ 38.12 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 3.67%
0.01%
$8.294M
217,632 shares@ 38.12 avg price
Brian Szymczak@Wellment Financial
Recent Activity
Decreased -0.32%
9.05%
$7.314M
191,928 shares@ 38.11 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 0.45%
0.01%
$6.427M
168,653 shares@ 38.11 avg price

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