SAUG — FT VEST US SMALL CAP MODERAT
As of Q2 2026, 2 SEC-registered investment managers reported holding SAUG (FT VEST US SMALL CAP MODERAT) in their latest 13F filings, with a combined reported value of $424.71K across 15.29K shares. That is +28.0% by share count (+3.35K shares) versus the previous quarter, while reported value moved +38.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2026 | 14.56K | $404.51K | 0.00% | New |
| Goldman Sachs Group history | Q1 2026 | 11.15K | $286.95K | 0.00% | New |
| JPMorgan Chase & Co history | Q1 2025 | 1.60K | $36.10K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 727 | $20.19K | 0.00% | Hold |
| UBS Group AG history | Q1 2026 | 69 | $1.78K | 0.00% | Reduce |
New Positions (Q2 2026)
- Citadel Advisors 14.56K sh · $404.51K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 11.15K sh · $286.95K
- UBS Group AG sold 69 sh · $1.78K
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | — | — | 16.43K | 37.35K | 22.02K | 13.36K | 24.72K | — | — | 14.56K |
| Morgan Stanley | — | — | — | — | — | — | — | 727 | 727 | 727 |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | 11.15K | — |
| UBS Group AG | 429 | 6 | 35 | 114 | 6.20K | 10.37K | — | 219 | 69 | — |
| JPMorgan Chase & Co | — | — | — | 801 | 1.60K | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details