DFEB Institutional Ownership & Shareholders
FT VEST U.S. EQUITY DEEP BUF (DFEB) is currently held by 142 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $202.39M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Advance Capital Management, Inc. is currently the largest disclosed institutional shareholder of DFEB tracked by InsiderSet, reporting ownership valued at approximately $21.79M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.25M, representing an estimated gain of +2.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed DFEB value among the investors covered in this analysis. Major shareholders include Advance Capital Management, Inc., Cetera Investment Advisers, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FT VEST U.S. EQUITY DEEP BUF (DFEB).
This page ranks the largest institutional DFEB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
142
Total Reported Value
$202.39M
Largest Holder
Advance Capital Management, Inc.
Largest Position
$21.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Advance Capital Management, Inc. | 0.70% | 431,637 | $21,794,388 | $22,245,578 | +$451,190 | +2.07% | |
| Cetera Investment Advisers | 0.01% | 237,132 | $11,973,339 | $12,221,238 | +$247,899 | +2.07% | |
| Envestnet Asset Management Inc | 0.00% | 217,664 | $10,990,378 | $11,217,902 | +$227,524 | +2.07% | |
| Commonwealth Equity Services, Llc | 0.01% | 167,807 | $8,660,494 | $8,648,387 | -$12,107 | -0.14% | |
| Osaic Holdings, Inc. | 0.01% | 154,220 | $7,786,589 | $7,948,144 | +$161,555 | +2.07% | |
| Cwm, Llc | 0.02% | 163,558 | $7,747,742 | $8,429,403 | +$681,661 | +8.80% | |
| Spectrum Asset Management, Inc. (Nb/Ca) | 2.05% | 137,608 | $7,101,949 | $7,092,000 | -$9,949 | -0.14% | |
| Kestra Advisory Services, Llc | 0.02% | 130,513 | $6,735,776 | $6,726,340 | -$9,436 | -0.14% | |
| Lpl Financial Llc | 0.00% | 123,312 | $6,226,293 | $6,355,217 | +$128,924 | +2.07% | |
| Uptick Partners, Llc | 0.95% | 121,216 | $6,120,481 | $6,247,194 | +$126,713 | +2.07% | |
| Founders Financial Securities Llc | 0.22% | 87,047 | $4,492,496 | $4,486,202 | -$6,294 | -0.14% | |
| Janney Montgomery Scott Llc | 0.01% | 83,331 | $4,208,000 | $4,294,688 | +$86,688 | +2.06% | |
| Raymond James Financial Inc | 0.00% | 82,195 | $4,150,223 | $4,236,141 | +$85,918 | +2.07% | |
| Harbour Investments, Inc. | 0.06% | 81,511 | $4,115,686 | $4,200,889 | +$85,203 | +2.07% | |
| Horizon Investments, Llc | 0.04% | 77,108 | $3,893,183 | $3,973,969 | +$80,786 | +2.08% | |
| Beacon Financial Group | 0.34% | 72,870 | $3,760,845 | $3,755,552 | -$5,293 | -0.14% | |
| Lifewealth Investments, Llc | 0.93% | 65,049 | $3,357,179 | $3,352,476 | -$4,703 | -0.14% | |
| Sunbelt Securities, Inc. | 0.19% | 64,889 | $3,073,792 | $3,344,230 | +$270,438 | +8.80% | |
| Integrated Wealth Concepts Llc | 0.02% | 59,846 | $3,021,768 | $3,084,325 | +$62,557 | +2.07% | |
| Tanglewood Legacy Advisors, Llc | 0.84% | 51,607 | $2,605,761 | $2,659,706 | +$53,945 | +2.07% | |
| Mml Investors Services, Llc | 0.01% | 48,625 | $2,455,169 | $2,506,021 | +$50,852 | +2.07% | |
| Mutual Advisors, Llc | 0.04% | 43,995 | $2,221,413 | $2,267,401 | +$45,988 | +2.07% | |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | 40,255 | $2,077,564 | $2,074,650 | -$2,914 | -0.14% | |
| Reap Financial Group, Llc | 0.34% | 40,231 | $2,076,322 | $2,073,413 | -$2,909 | -0.14% | |
| Mariner, Llc | 0.00% | 37,272 | $1,881,953 | $1,920,913 | +$38,960 | +2.07% | |
| Wood Tarver Financial Group, Llc | 0.43% | 36,160 | $1,825,000 | $1,863,603 | +$38,603 | +2.12% | |
| Mgo One Seven Llc | 0.03% | 33,071 | $1,706,794 | $1,704,403 | -$2,391 | -0.14% | |
| Ameritas Advisory Services, Llc | 0.03% | 32,916 | $1,662,008 | $1,696,415 | +$34,407 | +2.07% | |
| Keystone Wealth Services, Llc | 0.31% | 32,896 | $1,660,998 | $1,695,384 | +$34,386 | +2.07% | |
| Smart Wealth Llc | 0.33% | 30,537 | $1,541,897 | $1,573,807 | +$31,910 | +2.07% | |
| Camelot Portfolios, Llc | 1.09% | 30,414 | $1,535,700 | $1,567,468 | +$31,768 | +2.07% | |
| Susquehanna International Group, Llp | 0.00% | 28,870 | $1,457,716 | $1,487,893 | +$30,177 | +2.07% | |
| Sns Financial Group, Llc | 0.03% | 28,840 | $1,456,201 | $1,486,347 | +$30,146 | +2.07% | |
| Ignite Planners, Llc | 0.19% | 28,077 | $1,449,055 | $1,447,024 | -$2,031 | -0.14% | |
| Truist Financial Corp | 0.00% | 26,133 | $1,348,724 | $1,346,835 | -$1,889 | -0.14% | |
| Gts Securities Llc | 0.03% | 26,399 | $1,332,938 | $1,360,544 | +$27,606 | +2.07% | |
| Kovack Advisors, Inc. | 0.06% | 25,805 | $1,302,874 | $1,329,930 | +$27,056 | +2.08% | |
| Integrity Financial Corp | 0.59% | 24,233 | $1,223,600 | $1,248,913 | +$25,313 | +2.07% | |
| Ifp Advisors, Inc | 0.02% | 23,579 | $1,216,912 | $1,215,207 | -$1,705 | -0.14% | |
| Madrona Financial Services, Llc | 0.17% | 21,533 | $1,111,318 | $1,109,761 | -$1,557 | -0.14% | |
| &Partners | 0.00% | 20,423 | $1,031,206 | $1,052,554 | +$21,348 | +2.07% | |
| Centaurus Financial, Inc. | 0.04% | 19,856 | $1,003,000 | $1,023,333 | +$20,333 | +2.03% | |
| Jpmorgan Chase & Co | 0.00% | 18,697 | $941,301 | $963,600 | +$22,299 | +2.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 17,982 | $934,005 | $926,751 | -$7,254 | -0.78% | |
| Buck Wealth Strategies, Llc | 0.09% | 17,714 | $914,220 | $912,939 | -$1,281 | -0.14% | |
| Oder Investment Management, Llc | 0.57% | 16,821 | $849,333 | $866,916 | +$17,583 | +2.07% | |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | 14,714 | $759,390 | $758,326 | -$1,064 | -0.14% | |
| Stonex Group Inc. | 0.03% | 15,016 | $758,194 | $773,890 | +$15,696 | +2.07% | |
| Farther Finance Advisors, Llc | 0.01% | 14,390 | $742,655 | $741,628 | -$1,027 | -0.14% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.04% | 14,150 | $730,282 | $729,258 | -$1,024 | -0.14% |
Frequently asked questions about DFEB
Who are the largest institutional holders of DFEB?
The largest institutional holders of DFEB reported in the latest SEC Form 13F filings include Advance Capital Management, Inc., Cetera Investment Advisers, Envestnet Asset Management Inc, Commonwealth Equity Services, Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported DFEB position.
What is DFEB institutional ownership?
This page tracks DFEB positions reported by institutional investment managers through SEC Form 13F. FT VEST U.S. EQUITY DEEP BUF (DFEB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFEB?
InsiderSet currently tracks 142 institutional managers reporting DFEB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFEB shareholders.
How much DFEB stock do institutions own?
Institutional investment managers disclosed approximately $202.39M in DFEB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFEB institutional ownership last updated?
The latest DFEB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFEB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFEB position after the reporting date.
Are institutions buying or selling DFEB?
Institutional buying and selling can be analyzed by comparing DFEB positions across consecutive 13F reporting periods. InsiderSet's DFEB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFEB ownership changes.
How has DFEB institutional ownership changed over time?
InsiderSet tracks DFEB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.