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 $154.02M 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 $17.30M in its March 31, 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 $18.74M, representing an estimated gain of +8.37% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed DOCT value among the investors covered in this analysis. Major shareholders include Oppenheimer & Co Inc, Reap Financial Group, Llc, Envestnet Asset Management Inc, 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

103

Total Reported Value

$154.02M

Largest Holder

Oppenheimer & Co Inc

Largest Position

$17.30M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

120

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Oppenheimer & Co Inc0.21%398,260$17,295,675$18,743,390+$1,447,715+8.37%
Reap Financial Group, Llc1.89%220,497$9,575,764$10,377,294+$801,530+8.37%
Envestnet Asset Management Inc0.00%149,759$6,503,749$7,048,138+$544,389+8.37%
Mutual Advisors, Llc0.13%144,343$6,268,542$6,793,243+$524,701+8.37%
Per Stirling Capital Management, Llc.0.65%136,131$5,911,891$6,406,760+$494,869+8.37%
Lcnb Corp1.86%127,140$5,521,449$5,983,615+$462,166+8.37%
Osaic Holdings, Inc.0.01%123,585$5,367,187$5,816,306+$449,119+8.37%
Winnow Wealth Llc3.48%109,598$5,116,016$5,158,033+$42,017+0.82%
Sequent Planning Llc1.23%116,972$5,079,872$5,505,077+$425,205+8.37%
Commonwealth Equity Services, Llc0.01%104,915$4,897,436$4,937,636+$40,200+0.82%
Foguth Wealth Management, Llc.0.48%90,264$4,219,842$4,248,113+$28,271+0.67%
Raymond James Financial Inc0.00%93,409$4,056,575$4,396,126+$339,551+8.37%
Founders Financial Securities Llc0.20%83,678$3,906,089$3,938,154+$32,065+0.82%
Money Concepts Capital Corp0.21%87,811$3,813,465$4,132,667+$319,202+8.37%
Mml Investors Services, Llc0.01%87,045$3,780,199$4,096,616+$316,417+8.37%
Cetera Investment Advisers0.00%78,645$3,415,403$3,701,285+$285,882+8.37%
Kestra Advisory Services, Llc0.01%69,503$3,244,400$3,271,034+$26,634+0.82%
Truist Financial Corp0.00%66,064$3,083,868$3,109,183+$25,315+0.82%
Harbour Investments, Inc.0.05%69,287$3,009,003$3,260,868+$251,865+8.37%
Cwm, Llc0.01%52,637$2,285,925$2,477,266+$191,341+8.37%
Newedge Wealth, Llc0.03%52,196$2,266,773$2,456,511+$189,738+8.37%
Lpl Financial Llc0.00%51,254$2,225,864$2,412,177+$186,313+8.37%
Commonwealth Financial Services, Llc0.29%46,400$2,165,952$2,183,732+$17,780+0.82%
Ifp Advisors, Inc0.04%42,495$1,983,667$1,999,951+$16,284+0.82%
Mgo One Seven Llc0.03%36,779$1,716,844$1,730,937+$14,093+0.82%
Castleview Partners, Llc0.66%32,290$1,507,297$1,519,671+$12,374+0.82%
Brookstone Capital Management0.02%32,200$1,503,096$1,515,435+$12,339+0.82%
1St Source Bank0.08%33,562$1,457,534$1,579,535+$122,001+8.37%
Stonex Group Inc.0.08%33,263$1,444,549$1,565,463+$120,914+8.37%
Smart Wealth Llc0.41%32,375$1,405,985$1,523,671+$117,686+8.37%
Advance Capital Management, Inc.0.05%29,686$1,289,207$1,397,118+$107,911+8.37%
Kovack Advisors, Inc.0.06%25,945$1,211,372$1,221,055+$9,683+0.80%
&Partners0.01%27,548$1,196,357$1,296,497+$100,140+8.37%
Harvest Investment Services, Llc0.22%27,438$1,191,580$1,291,320+$99,740+8.37%
Mckinley Carter Wealth Services, Inc.0.06%24,416$1,139,739$1,149,095+$9,356+0.82%
Ritter Daniher Financial Advisory Llc / De0.16%23,165$1,081,343$1,090,219+$8,876+0.82%
Ignite Planners, Llc0.13%20,827$972,205$980,185+$7,980+0.82%
Icon Wealth Advisors, Llc0.06%20,633$938,086$971,055+$32,969+3.51%
Lifewealth Investments, Llc0.22%17,877$834,498$841,349+$6,851+0.82%
Beacon Financial Group0.07%17,584$820,821$827,559+$6,738+0.82%
Integrity Financial Corp0.39%17,404$812,422$819,088+$6,666+0.82%
Madrona Financial Services, Llc0.15%17,238$804,670$811,275+$6,605+0.82%
First Heartland Consultants, Inc.0.05%16,558$772,927$779,272+$6,345+0.82%
Iht Wealth Management, Llc0.02%17,329$752,566$815,558+$62,992+8.37%
Evolution Wealth Management Inc.0.44%15,888$741,652$747,740+$6,088+0.82%
Wealthtrust Asset Management, Llc0.38%15,163$707,809$713,619+$5,810+0.82%
Spectrum Asset Management, Inc. (Nb/Ca)0.21%15,460$671,399$727,597+$56,198+8.37%
Rfg Advisory, Llc0.01%13,106$611,788$616,810+$5,022+0.82%
Citadel Advisors Llc0.00%13,702$595,052$644,860+$49,808+8.37%
Sanctuary Advisors, Llc0.00%13,524$587,322$636,483+$49,161+8.37%

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.