Who Owns BGLD?
FT Vest Gold Strategy Quarterly Buffer ETF — Institutional Ownership & 13F Holdings
$17.22
-0.05 (-0.27%)
Market Cap
$52.5M
Shares Outstanding
3,000,415
Institutional Holders
28
Total Inst. Value
$53.4M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
8
Closed Positions
4
Increased
11
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Sequent Planning LLC | $19.4M | 922,046 |
| 2 | Maia Wealth LLC | $8.1M | 383,282 |
| 3 | OSAIC HOLDINGS, INC. | $7.7M | 365,939 |
| 4 | Arlington Capital Management, Inc. | $3.8M | 179,103 |
| 5 | ALTFEST L J & CO INCNew | $2.9M | 137,158 |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.7M | 130,802 |
| 7 | Advisory Services Network, LLC | $1.4M | 66,772 |
| 8 | Cetera Investment Advisers | $1.2M | 55,533 |
| 9 | Sigma Planning Corp | $1.1M | 52,757 |
| 10 | SECURED RETIREMENT ADVISORS, LLCNew | $737K | 35,082 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Sequent Planning LLC | +37K | $19.4M |
| OSAIC HOLDINGS, INC. | +149K | $7.7M |
| Arlington Capital Management, Inc. | +78K | $3.8M |
| ALTFEST L J & CO INCNew | +137K | $2.9M |
| Advisory Services Network, LLC | +29K | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Maia Wealth LLC | -17K | $8.1M |
| AE Wealth Management LLC | -3K | $108K |
| Cambridge Investment Research Advisors, Inc. | -2K | $2.7M |
| Park Square Financial Group, LLC | -590 | $52K |
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Frequently Asked Questions
How many institutional investors hold BGLD?
As of Q1 2025, 28 institutional investors report holding BGLD (FT Vest Gold Strategy Quarterly Buffer ETF) in their 13F filings.
Which hedge fund owns the most BGLD?
The largest institutional holder of BGLD is Sequent Planning LLC with $19.4M in shares.
Are institutions buying or selling BGLD?
This quarter, 8 institutions opened new positions in BGLD and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.