DOCT Institutional Ownership & Shareholders
FT VEST U.S. EQUITY DEEP BUF (DOCT) is currently held by 104 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $184.01M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Oppenheimer & Co Inc is currently the largest disclosed institutional shareholder of DOCT tracked by InsiderSet, reporting ownership valued at approximately $18.64M in its September 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 $18.66M, representing an estimated gain of +0.07% 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
104
Total Reported Value
$184.01M
Largest Holder
Oppenheimer & Co Inc
Largest Position
$18.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
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% | 388,033 | $18,643,123 | $18,656,627 | +$13,504 | +0.07% | |
| Ogorek Anthony Joseph | 3.30% | 284,386 | $13,275,000 | $13,673,279 | +$398,279 | +3.00% | |
| Reap Financial Group, Llc | 1.72% | 215,278 | $10,049,175 | $10,350,566 | +$301,391 | +3.00% | |
| Envestnet Asset Management Inc | 0.00% | 211,243 | $9,860,823 | $10,156,563 | +$295,740 | +3.00% | |
| Wood Tarver Financial Group, Llc | 1.95% | 176,850 | $8,255,000 | $8,502,948 | +$247,948 | +3.00% | |
| Per Stirling Capital Management, Llc. | 0.64% | 143,115 | $6,680,617 | $6,880,969 | +$200,352 | +3.00% | |
| Mutual Advisors, Llc | 0.12% | 138,512 | $6,465,740 | $6,659,657 | +$193,917 | +3.00% | |
| Lcnb Corp | 1.75% | 122,306 | $5,709,244 | $5,880,472 | +$171,228 | +3.00% | |
| Susquehanna International Group, Llp | 0.00% | 115,578 | $5,395,182 | $5,556,990 | +$161,808 | +3.00% | |
| Commonwealth Equity Services, Llc | 0.01% | 104,915 | $4,897,436 | $5,044,313 | +$146,877 | +3.00% | |
| Winnow Wealth Llc | 3.05% | 96,052 | $4,614,832 | $4,618,180 | +$3,348 | +0.07% | |
| Lpl Financial Llc | 0.00% | 97,756 | $4,563,250 | $4,700,108 | +$136,858 | +3.00% | |
| Mml Investors Services, Llc | 0.01% | 96,432 | $4,501,446 | $4,636,451 | +$135,005 | +3.00% | |
| Osaic Holdings, Inc. | 0.01% | 96,080 | $4,484,980 | $4,619,526 | +$134,546 | +3.00% | |
| Founders Financial Securities Llc | 0.22% | 92,740 | $4,455,712 | $4,458,939 | +$3,227 | +0.07% | |
| Foguth Wealth Management, Llc. | 0.43% | 87,031 | $4,204,468 | $4,184,450 | -$20,018 | -0.48% | |
| Cetera Investment Advisers | 0.00% | 88,410 | $4,126,979 | $4,250,753 | +$123,774 | +3.00% | |
| Kestra Advisory Services, Llc | 0.01% | 69,503 | $3,244,400 | $3,341,704 | +$97,304 | +3.00% | |
| Harbour Investments, Inc. | 0.04% | 63,933 | $2,984,392 | $3,073,899 | +$89,507 | +3.00% | |
| Truist Financial Corp | 0.00% | 56,263 | $2,703,167 | $2,705,125 | +$1,958 | +0.07% | |
| Raymond James Financial Inc | 0.00% | 54,888 | $2,562,172 | $2,639,015 | +$76,843 | +3.00% | |
| Newedge Wealth, Llc | 0.02% | 52,196 | $2,436,509 | $2,509,584 | +$73,075 | +3.00% | |
| Cwm, Llc | 0.01% | 52,637 | $2,285,925 | $2,530,787 | +$244,862 | +10.71% | |
| Commonwealth Financial Services, Llc | 0.40% | 46,496 | $2,233,910 | $2,235,528 | +$1,618 | +0.07% | |
| Sns Financial Group, Llc | 0.04% | 46,330 | $2,162,684 | $2,227,546 | +$64,862 | +3.00% | |
| Ifp Advisors, Inc | 0.03% | 40,081 | $1,925,700 | $1,927,094 | +$1,394 | +0.07% | |
| Smart Wealth Llc | 0.39% | 38,853 | $1,813,658 | $1,868,052 | +$54,394 | +3.00% | |
| Mgo One Seven Llc | 0.03% | 36,779 | $1,767,054 | $1,768,334 | +$1,280 | +0.07% | |
| Stonex Group Inc. | 0.06% | 33,905 | $1,582,609 | $1,630,152 | +$47,543 | +3.00% | |
| Castleview Partners, Llc | 0.68% | 32,358 | $1,554,647 | $1,555,773 | +$1,126 | +0.07% | |
| Brookstone Capital Management | 0.02% | 32,140 | $1,544,173 | $1,545,291 | +$1,118 | +0.07% | |
| &Partners | 0.01% | 27,548 | $1,285,941 | $1,324,508 | +$38,567 | +3.00% | |
| Harvest Investment Services, Llc | 0.20% | 27,438 | $1,280,806 | $1,319,219 | +$38,413 | +3.00% | |
| Sequent Planning Llc | 0.26% | 26,314 | $1,228,338 | $1,265,177 | +$36,839 | +3.00% | |
| Kovack Advisors, Inc. | 0.06% | 25,945 | $1,211,372 | $1,247,436 | +$36,064 | +2.98% | |
| Mckinley Carter Wealth Services, Inc. | 0.06% | 24,416 | $1,173,072 | $1,173,921 | +$849 | +0.07% | |
| 1St Source Bank | 0.05% | 24,343 | $1,136,331 | $1,170,411 | +$34,080 | +3.00% | |
| Ritter Daniher Financial Advisory Llc / De | 0.16% | 23,165 | $1,081,343 | $1,113,773 | +$32,430 | +3.00% | |
| Ignite Planners, Llc | 0.13% | 20,826 | $1,000,589 | $1,001,314 | +$725 | +0.07% | |
| Icon Wealth Advisors, Llc | 0.06% | 20,629 | $962,984 | $991,842 | +$28,858 | +3.00% | |
| Jpmorgan Chase & Co | 0.00% | 20,098 | $934,959 | $966,312 | +$31,353 | +3.35% | |
| Beacon Financial Group | 0.08% | 17,584 | $844,827 | $845,439 | +$612 | +0.07% | |
| Tounjian Advisory Partners, Llc | 0.36% | 17,957 | $838,233 | $863,373 | +$25,140 | +3.00% | |
| Madrona Financial Services, Llc | 0.13% | 17,238 | $828,203 | $828,803 | +$600 | +0.07% | |
| Integrity Financial Corp | 0.39% | 17,404 | $812,422 | $836,784 | +$24,362 | +3.00% | |
| Iht Wealth Management, Llc | 0.02% | 17,329 | $808,918 | $833,178 | +$24,260 | +3.00% | |
| First Heartland Consultants, Inc. | 0.05% | 16,223 | $779,437 | $780,002 | +$565 | +0.07% | |
| Evolution Wealth Management Inc. | 0.43% | 15,552 | $747,199 | $747,740 | +$541 | +0.07% | |
| Spectrum Asset Management, Inc. (Nb/Ca) | 0.21% | 15,460 | $742,779 | $743,317 | +$538 | +0.07% | |
| Wealthtrust Asset Management, Llc | 0.39% | 14,794 | $710,781 | $711,296 | +$515 | +0.07% |
Frequently asked questions about DOCT
Who are the largest institutional holders of DOCT?
The largest institutional holders of DOCT reported in the latest SEC Form 13F filings include Oppenheimer & Co Inc, Ogorek Anthony Joseph, Reap Financial Group, Llc, Envestnet Asset Management Inc, and Wood Tarver Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported DOCT position.
What is DOCT institutional ownership?
This page tracks DOCT positions reported by institutional investment managers through SEC Form 13F. FT VEST U.S. EQUITY DEEP BUF (DOCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DOCT?
InsiderSet currently tracks 104 institutional managers reporting DOCT 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 DOCT shareholders.
How much DOCT stock do institutions own?
Institutional investment managers disclosed approximately $184.01M in DOCT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DOCT institutional ownership last updated?
The latest DOCT 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 DOCT 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 DOCT position after the reporting date.
Are institutions buying or selling DOCT?
Institutional buying and selling can be analyzed by comparing DOCT positions across consecutive 13F reporting periods. InsiderSet's DOCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DOCT ownership changes.
How has DOCT institutional ownership changed over time?
InsiderSet tracks DOCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.