Who owns FT Vest Investment Grade & Target Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LQTI from SEC Form 13F filings across 63 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.
As of the 2026-06-30 reporting period, 63 institutions disclosed 13.4M shares of FT Vest Investment Grade & Target Income ETF worth $258.9M — about 92.5% of shares outstanding; the largest disclosed holder is GUARDIAN WEALTH ADVISORS, LLC / NC. Source: SEC Form 13F filings, parsed by EvidInvest.
63
13F holders
$258.9M
value, 2026 filers
92.5%
of shares outstanding (13.4M sh)
13
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 | GUARDIAN WEALTH ADVISORS, LLC / NC | 2.0M | $39.0M | 2.2% | 13.9% | -1.8% |
| 2 | Aptus Capital Advisors, LLC | 2.0M | $39.0M | 0.3% | 13.9% | -1.8% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 1.5M | $29.7M | 0.0% | 10.6% | +10.4% |
| 4 | Rise Advisors, LLC | 979,814 | $18.9M | 5.3% | 6.8% | +4.6% |
| 5 | Bullseye Investment Management, LLCNEW | 611,177 | $11.8M | 5.8% | 4.2% | new |
| 6 | Janney Montgomery Scott LLCNEW | 593,882 | $11.5M | 0.0% | 4.1% | new |
| 7 | Cetera Investment Advisers | 539,857 | $10.4M | 0.0% | 3.7% | +15.1% |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | 501,671 | $9.7M | 0.5% | 3.5% | +6.7% |
| 9 | LPL Financial LLC | 489,218 | $9.4M | 0.0% | 3.4% | +117.9% |
| 10 | LexAurum Advisors, LLC | 318,457 | $6.1M | 0.7% | 2.2% | +3.7% |
| 11 | Steward Partners Investment Advisory, LLC | 278,256 | $5.4M | 0.0% | 1.9% | +6.5% |
| 12 | GREAT VALLEY ADVISOR GROUP, INC. | 253,569 | $4.9M | 0.1% | 1.7% | +16.3% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 221,998 | $4.3M | 0.0% | 1.5% | +3.1% |
| 14 | SageGuard Financial Group, LLC | 208,695 | $4.0M | 0.6% | 1.4% | +32.8% |
| 15 | Delta Investment Management, LLC | 208,414 | $4.0M | 0.7% | 1.4% | +11.9% |
| 16 | Prosperity Financial Group, Inc. | 203,963 | $3.9M | 1.2% | 1.4% | +12.5% |
| 17 | TRUIST FINANCIAL CORP | 187,756 | $3.6M | 0.0% | 1.3% | +19.2% |
| 18 | IFP Advisors, Inc | 173,194 | $3.3M | 0.1% | 1.2% | +1.3% |
| 19 | NewEdge Advisors, LLC | 170,330 | $3.3M | 0.0% | 1.2% | +0.4% |
| 20 | Sulzberger Capital Advisors, Inc. | 154,057 | $3.0M | 2.9% | 1.1% | -14.4% |
| 21 | JANE STREET GROUP, LLC | 153,259 | $3.0M | 0.0% | 1.1% | +46.6% |
| 22 | Insight Advisors, LLC/ PA | 139,962 | $2.7M | 0.5% | 1% | +3.0% |
| 23 | Balboa Wealth Partners | 134,661 | $2.6M | 0.4% | 0.9% | +36.3% |
| 24 | Advisory Services Network, LLC | 95,697 | $1.8M | 0.0% | 0.7% | +6.7% |
| 25 | Independent Wealth Network Inc. | 90,488 | $1.7M | 0.4% | 0.6% | -21.7% |
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.