FT VEST U.S. EQUITY DEEP BUF (DOCT) Institutional Shareholders
FT VEST U.S. EQUITY DEEP BUF (DOCT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $185.37M in DOCT holdings during the latest filing period.
Oppenheimer & Co Inc is currently the largest disclosed institutional shareholder of DOCT tracked by InsiderSet, reporting ownership valued at approximately $18.71M 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 $19.19M, representing an estimated gain of +2.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed DOCT value among the investors covered in this analysis. Major shareholders include Oppenheimer & Co Inc, Ogorek Anthony Joseph, Reap Financial Group, Llc, and several other long-term asset managers with concentrated positions in FT VEST U.S. EQUITY DEEP BUF (DOCT).
This page ranks the largest institutional DOCT 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
106
Total Reported Value
$185.37M
Largest Holder
Oppenheimer & Co Inc
Largest Position
$18.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 0.20% | 400,877 | $18,712,938 | $19,185,572 | +$472,634 | +2.53% | |
| Ogorek Anthony Joseph | 3.30% | 284,386 | $13,275,000 | $13,610,430 | +$335,430 | +2.53% | |
| Reap Financial Group, Llc | 1.72% | 215,278 | $10,049,175 | $10,302,990 | +$253,815 | +2.53% | |
| Envestnet Asset Management Inc | 0.00% | 211,243 | $9,860,823 | $10,109,879 | +$249,056 | +2.53% | |
| Wood Tarver Financial Group, Llc | 1.95% | 176,850 | $8,255,000 | $8,463,864 | +$208,864 | +2.53% | |
| Per Stirling Capital Management, Llc. | 0.64% | 143,115 | $6,680,617 | $6,849,341 | +$168,724 | +2.53% | |
| Mutual Advisors, Llc | 0.12% | 138,512 | $6,465,740 | $6,629,046 | +$163,306 | +2.53% | |
| Lcnb Corp | 1.75% | 122,306 | $5,709,244 | $5,853,443 | +$144,199 | +2.53% | |
| Susquehanna International Group, Llp | 0.00% | 115,578 | $5,395,182 | $5,531,448 | +$136,266 | +2.53% | |
| Winnow Wealth Llc | 3.48% | 109,598 | $5,116,016 | $5,245,251 | +$129,235 | +2.53% | |
| Commonwealth Equity Services, Llc | 0.01% | 104,915 | $4,897,436 | $5,021,127 | +$123,691 | +2.53% | |
| Lpl Financial Llc | 0.00% | 97,756 | $4,563,250 | $4,678,504 | +$115,254 | +2.53% | |
| Mml Investors Services, Llc | 0.01% | 96,432 | $4,501,446 | $4,615,139 | +$113,693 | +2.53% | |
| Osaic Holdings, Inc. | 0.01% | 96,080 | $4,484,980 | $4,598,293 | +$113,313 | +2.53% | |
| Foguth Wealth Management, Llc. | 0.48% | 90,264 | $4,219,842 | $4,319,945 | +$100,103 | +2.37% | |
| Cetera Investment Advisers | 0.00% | 88,410 | $4,126,979 | $4,231,214 | +$104,235 | +2.53% | |
| Founders Financial Securities Llc | 0.20% | 83,678 | $3,906,089 | $4,004,745 | +$98,656 | +2.53% | |
| Kestra Advisory Services, Llc | 0.01% | 69,503 | $3,244,400 | $3,326,344 | +$81,944 | +2.53% | |
| Truist Financial Corp | 0.00% | 66,064 | $3,083,868 | $3,161,757 | +$77,889 | +2.53% | |
| Harbour Investments, Inc. | 0.04% | 63,933 | $2,984,392 | $3,059,769 | +$75,377 | +2.53% | |
| Raymond James Financial Inc | 0.00% | 54,888 | $2,562,172 | $2,626,885 | +$64,713 | +2.53% | |
| Newedge Wealth, Llc | 0.02% | 52,196 | $2,436,509 | $2,498,048 | +$61,539 | +2.53% | |
| Cwm, Llc | 0.01% | 52,637 | $2,285,925 | $2,519,154 | +$233,229 | +10.20% | |
| Commonwealth Financial Services, Llc | 0.29% | 46,400 | $2,165,952 | $2,220,658 | +$54,706 | +2.53% | |
| Sns Financial Group, Llc | 0.04% | 46,330 | $2,162,684 | $2,217,307 | +$54,623 | +2.53% | |
| Ifp Advisors, Inc | 0.04% | 42,495 | $1,983,667 | $2,033,768 | +$50,101 | +2.53% | |
| Smart Wealth Llc | 0.39% | 38,853 | $1,813,658 | $1,859,466 | +$45,808 | +2.53% | |
| Mgo One Seven Llc | 0.03% | 36,779 | $1,716,844 | $1,760,206 | +$43,362 | +2.53% | |
| Stonex Group Inc. | 0.06% | 33,905 | $1,582,609 | $1,622,659 | +$40,050 | +2.53% | |
| Castleview Partners, Llc | 0.66% | 32,290 | $1,507,297 | $1,545,367 | +$38,070 | +2.53% | |
| Brookstone Capital Management | 0.02% | 32,200 | $1,503,096 | $1,541,060 | +$37,964 | +2.53% | |
| &Partners | 0.01% | 27,548 | $1,285,941 | $1,318,420 | +$32,479 | +2.53% | |
| Harvest Investment Services, Llc | 0.20% | 27,438 | $1,280,806 | $1,313,155 | +$32,349 | +2.53% | |
| Sequent Planning Llc | 0.26% | 26,314 | $1,228,338 | $1,259,362 | +$31,024 | +2.53% | |
| Kovack Advisors, Inc. | 0.06% | 25,945 | $1,211,372 | $1,241,702 | +$30,330 | +2.50% | |
| Mckinley Carter Wealth Services, Inc. | 0.06% | 24,416 | $1,139,739 | $1,168,525 | +$28,786 | +2.53% | |
| 1St Source Bank | 0.05% | 24,343 | $1,136,331 | $1,165,032 | +$28,701 | +2.53% | |
| Ritter Daniher Financial Advisory Llc / De | 0.16% | 23,165 | $1,081,343 | $1,108,654 | +$27,311 | +2.53% | |
| Ignite Planners, Llc | 0.13% | 20,827 | $972,205 | $996,759 | +$24,554 | +2.53% | |
| Icon Wealth Advisors, Llc | 0.06% | 20,629 | $962,984 | $987,283 | +$24,299 | +2.52% | |
| Jpmorgan Chase & Co | 0.00% | 20,098 | $934,959 | $961,870 | +$26,911 | +2.88% | |
| Tounjian Advisory Partners, Llc | 0.36% | 17,957 | $838,233 | $859,404 | +$21,171 | +2.53% | |
| Lifewealth Investments, Llc | 0.22% | 17,877 | $834,498 | $855,575 | +$21,077 | +2.53% | |
| Beacon Financial Group | 0.07% | 17,584 | $820,821 | $841,553 | +$20,732 | +2.53% | |
| Integrity Financial Corp | 0.39% | 17,404 | $812,422 | $832,938 | +$20,516 | +2.53% | |
| Iht Wealth Management, Llc | 0.02% | 17,329 | $808,918 | $829,349 | +$20,431 | +2.53% | |
| Madrona Financial Services, Llc | 0.15% | 17,238 | $804,670 | $824,993 | +$20,323 | +2.53% | |
| First Heartland Consultants, Inc. | 0.05% | 16,558 | $772,927 | $792,449 | +$19,522 | +2.53% | |
| Evolution Wealth Management Inc. | 0.44% | 15,888 | $741,652 | $760,384 | +$18,732 | +2.53% | |
| Spectrum Asset Management, Inc. (Nb/Ca) | 0.20% | 15,460 | $721,673 | $739,900 | +$18,227 | +2.53% |
Frequently asked questions about DOCT
Who owns the most DOCT stock?
The largest holders of DOCT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT VEST U.S. EQUITY DEEP BUF (DOCT).
Is DOCT widely held by superinvestors?
Many widely followed stocks like DOCT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DOCT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.