DSEP Institutional Ownership & Shareholders
FT VEST U.S. EQUITY DEEP BUF (DSEP) is currently held by 114 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $157.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of DSEP tracked by InsiderSet, reporting ownership valued at approximately $17.48M 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 $17.96M, representing an estimated gain of +2.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed DSEP value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Spectrum Asset Management, Inc. (Nb/Ca), Reap Financial Group, Llc, and several other long-term asset managers with concentrated positions in FT VEST U.S. EQUITY DEEP BUF (DSEP).
This page ranks the largest institutional DSEP 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
114
Total Reported Value
$157.20M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$17.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.00% | 368,468 | $17,480,098 | $17,959,130 | +$479,032 | +2.74% | |
| Spectrum Asset Management, Inc. (Nb/Ca) | 3.77% | 266,981 | $13,047,362 | $13,012,654 | -$34,708 | -0.27% | |
| Reap Financial Group, Llc | 1.79% | 223,113 | $10,903,533 | $10,874,528 | -$29,005 | -0.27% | |
| Commonwealth Equity Services, Llc | 0.01% | 137,890 | $6,738,682 | $6,720,759 | -$17,923 | -0.27% | |
| Cetera Investment Advisers | 0.01% | 134,433 | $6,377,502 | $6,552,264 | +$174,762 | +2.74% | |
| Kestra Advisory Services, Llc | 0.02% | 122,190 | $5,971,435 | $5,955,541 | -$15,894 | -0.27% | |
| Cwm, Llc | 0.01% | 125,930 | $5,536,084 | $6,137,828 | +$601,744 | +10.87% | |
| Mml Investors Services, Llc | 0.01% | 116,561 | $5,529,654 | $5,681,183 | +$151,529 | +2.74% | |
| Winnow Wealth Llc | 3.14% | 97,157 | $4,748,060 | $4,735,432 | -$12,628 | -0.27% | |
| Founders Financial Securities Llc | 0.22% | 91,002 | $4,447,268 | $4,435,437 | -$11,831 | -0.27% | |
| Wood Tarver Financial Group, Llc | 0.99% | 88,810 | $4,213,000 | $4,328,599 | +$115,599 | +2.74% | |
| Osaic Holdings, Inc. | 0.00% | 81,306 | $3,857,146 | $3,962,854 | +$105,708 | +2.74% | |
| Lpl Financial Llc | 0.00% | 77,466 | $3,674,963 | $3,775,693 | +$100,730 | +2.74% | |
| Ogorek Anthony Joseph | 0.88% | 74,812 | $3,549,000 | $3,646,337 | +$97,337 | +2.74% | |
| Raymond James Financial Inc | 0.00% | 73,913 | $3,506,433 | $3,602,520 | +$96,087 | +2.74% | |
| Advyzon Investment Management, Llc | 0.25% | 71,876 | $3,409,775 | $3,503,236 | +$93,461 | +2.74% | |
| Truist Financial Corp | 0.00% | 58,042 | $2,836,488 | $2,828,967 | -$7,521 | -0.27% | |
| Lifewealth Investments, Llc | 0.72% | 53,000 | $2,590,110 | $2,583,220 | -$6,890 | -0.27% | |
| Harbour Investments, Inc. | 0.03% | 54,102 | $2,566,599 | $2,636,931 | +$70,332 | +2.74% | |
| Hardworking Capital Advisors, Llc | 1.79% | 41,041 | $2,005,674 | $2,000,338 | -$5,336 | -0.27% | |
| Ignite Planners, Llc | 0.24% | 38,301 | $1,871,770 | $1,866,791 | -$4,979 | -0.27% | |
| Jaffetilchin Investment Partners, Llc | 0.10% | 38,005 | $1,802,957 | $1,852,364 | +$49,407 | +2.74% | |
| Jpmorgan Chase & Co | 0.00% | 30,073 | $1,422,155 | $1,465,758 | +$43,603 | +3.07% | |
| Prospera Financial Services Inc | 0.02% | 27,189 | $1,289,838 | $1,325,192 | +$35,354 | +2.74% | |
| Kovack Advisors, Inc. | 0.06% | 25,672 | $1,218,182 | $1,251,253 | +$33,071 | +2.71% | |
| Signal Advisors Wealth, Llc | 0.05% | 24,799 | $1,211,928 | $1,208,703 | -$3,225 | -0.27% | |
| Cary Street Partners Financial Llc | 0.03% | 25,354 | $1,202,794 | $1,235,754 | +$32,960 | +2.74% | |
| Tounjian Advisory Partners, Llc | 0.51% | 24,897 | $1,181,114 | $1,213,480 | +$32,366 | +2.74% | |
| Mutual Advisors, Llc | 0.02% | 23,985 | $1,137,848 | $1,169,029 | +$31,181 | +2.74% | |
| Rockefeller Capital Management L.P. | 0.00% | 23,192 | $1,100,228 | $1,130,378 | +$30,150 | +2.74% | |
| J.W. Cole Advisors, Inc. | 0.02% | 23,060 | $1,093,966 | $1,123,944 | +$29,978 | +2.74% | |
| Santori & Peters, Inc. | 0.29% | 22,192 | $1,084,517 | $1,081,638 | -$2,879 | -0.27% | |
| Ameritas Advisory Services, Llc | 0.02% | 18,917 | $897,422 | $922,015 | +$24,593 | +2.74% | |
| Susquehanna International Group, Llp | 0.00% | 18,852 | $894,339 | $918,846 | +$24,507 | +2.74% | |
| Integrity Financial Corp | 0.42% | 18,461 | $875,790 | $899,789 | +$23,999 | +2.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 17,412 | $857,909 | $848,661 | -$9,248 | -1.08% | |
| Mckinley Carter Wealth Services, Inc. | 0.04% | 16,934 | $827,565 | $825,363 | -$2,202 | -0.27% | |
| Nova Wealth Management, Inc. | 0.45% | 17,244 | $818,055 | $840,473 | +$22,418 | +2.74% | |
| Old Mission Capital Llc | 0.02% | 16,022 | $760,083 | $780,912 | +$20,829 | +2.74% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.04% | 15,455 | $755,286 | $753,277 | -$2,009 | -0.27% | |
| Sns Financial Group, Llc | 0.01% | 14,700 | $697,368 | $716,478 | +$19,110 | +2.74% | |
| Onyx Bridge Wealth Group Llc | 0.06% | 13,946 | $681,541 | $679,728 | -$1,813 | -0.27% | |
| First Heartland Consultants, Inc. | 0.04% | 13,450 | $657,302 | $655,553 | -$1,749 | -0.27% | |
| Sovran Advisors, Llc | 0.05% | 13,324 | $655,021 | $649,412 | -$5,609 | -0.86% | |
| Mgo One Seven Llc | 0.01% | 12,596 | $615,567 | $613,929 | -$1,638 | -0.27% | |
| Rfg Advisory, Llc | 0.01% | 12,834 | $608,845 | $625,529 | +$16,684 | +2.74% | |
| Foguth Wealth Management, Llc. | 0.06% | 12,244 | $598,898 | $596,773 | -$2,125 | -0.35% | |
| &Partners | 0.00% | 12,356 | $586,169 | $602,231 | +$16,062 | +2.74% | |
| Kestra Private Wealth Services, Llc | 0.01% | 11,238 | $549,201 | $547,740 | -$1,461 | -0.27% | |
| Apollon Wealth Management, Llc | 0.01% | 11,209 | $547,784 | $546,327 | -$1,457 | -0.27% |
Frequently asked questions about DSEP
Who are the largest institutional holders of DSEP?
The largest institutional holders of DSEP reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Spectrum Asset Management, Inc. (Nb/Ca), Reap Financial Group, Llc, Commonwealth Equity Services, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported DSEP position.
What is DSEP institutional ownership?
This page tracks DSEP positions reported by institutional investment managers through SEC Form 13F. FT VEST U.S. EQUITY DEEP BUF (DSEP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DSEP?
InsiderSet currently tracks 114 institutional managers reporting DSEP 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 DSEP shareholders.
How much DSEP stock do institutions own?
Institutional investment managers disclosed approximately $157.20M in DSEP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DSEP institutional ownership last updated?
The latest DSEP 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 DSEP 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 DSEP position after the reporting date.
Are institutions buying or selling DSEP?
Institutional buying and selling can be analyzed by comparing DSEP positions across consecutive 13F reporting periods. InsiderSet's DSEP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DSEP ownership changes.
How has DSEP institutional ownership changed over time?
InsiderSet tracks DSEP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.