Who owns FT Vest Investment Grade & Target Income ETF?
Institutional ownership of LQTI from SEC Form 13F filings across 48 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
48
13F holders
$166.5M
value, 2026 filers
64.5%
of shares outstanding (9.4M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of LQTI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 2.0M | $39.0M | 0.3% | 13.9% | -1.8% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 1.5M | $29.7M | 0.0% | 10.6% | +10.4% |
| 3 | Janney Montgomery Scott LLCNEW | 593,882 | $11,468 | 0.0% | 4.1% | new |
| 4 | Cetera Investment Advisers | 539,857 | $10.4M | 0.0% | 3.7% | +15.1% |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | 501,671 | $9.7M | 0.5% | 3.5% | +6.7% |
| 6 | LPL Financial LLC | 489,218 | $9.4M | 0.0% | 3.4% | +117.9% |
| 7 | LexAurum Advisors, LLC | 318,457 | $6.1M | 0.7% | 2.2% | +3.7% |
| 8 | Steward Partners Investment Advisory, LLC | 278,256 | $5.4M | 0.0% | 1.9% | +6.5% |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | 253,569 | $4.9M | 0.1% | 1.7% | +16.3% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 221,998 | $4.3M | 0.0% | 1.5% | +3.1% |
| 11 | SageGuard Financial Group, LLC | 208,695 | $4.0M | 0.6% | 1.4% | +32.8% |
| 12 | Delta Investment Management, LLC | 208,414 | $4.0M | 0.7% | 1.4% | +11.9% |
| 13 | TRUIST FINANCIAL CORP | 187,756 | $3.6M | 0.0% | 1.3% | +19.2% |
| 14 | IFP Advisors, Inc | 173,194 | $3.3M | 0.1% | 1.2% | +1.3% |
| 15 | NewEdge Advisors, LLC | 170,330 | $3.3M | 0.0% | 1.2% | +0.4% |
| 16 | Sulzberger Capital Advisors, Inc. | 154,057 | $3.0M | 2.9% | 1.1% | -14.4% |
| 17 | JANE STREET GROUP, LLC | 153,259 | $3.0M | 0.0% | 1.1% | +46.6% |
| 18 | Insight Advisors, LLC/ PA | 139,962 | $2.7M | 0.5% | 1% | +3.0% |
| 19 | Balboa Wealth Partners | 134,661 | $2.6M | 0.4% | 0.9% | +36.3% |
| 20 | Advisory Services Network, LLC | 95,697 | $1.8M | 0.0% | 0.7% | +6.7% |
| 21 | Independent Wealth Network Inc. | 90,488 | $1.7M | 0.4% | 0.6% | -21.7% |
| 22 | Cambridge Investment Research Advisors, Inc. | 90,196 | $1,742 | 0.0% | 0.6% | +125.8% |
| 23 | HighTower Advisors, LLCNEW | 76,970 | $1.5M | 0.0% | 0.5% | new |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 73,950 | $1.4M | 0.1% | 0.5% | +181.7% |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | 64,378 | $1.2M | 0.0% | 0.4% | -61.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.