FT VEST US EQ MAX BUF JUNE (JUNM) Top Institutional Shareholders
FT VEST US EQ MAX BUF JUNE (JUNM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $36.70M in JUNM holdings during the latest filing period.
Mutual Advisors, Llc is currently the largest disclosed institutional shareholder of JUNM tracked by InsiderSet, reporting ownership valued at approximately $6.57M 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 $6.71M, representing an estimated gain of +2.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed JUNM value among the investors covered in this analysis. Major shareholders include Mutual Advisors, Llc, Commonwealth Equity Services, Llc, Cresset Asset Management, Llc, and several other long-term asset managers with concentrated positions in FT VEST US EQ MAX BUF JUNE (JUNM).
This page ranks the largest institutional JUNM 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
51
Total Reported Value
$36.70M
Largest Holder
Mutual Advisors, Llc
Largest Position
$6.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mutual Advisors, Llc | 0.14% | 191,463 | $6,567,162 | $6,713,631 | +$146,469 | +2.23% | |
| Commonwealth Equity Services, Llc | 0.01% | 189,357 | $6,494,923 | $6,639,784 | +$144,861 | +2.23% | |
| Cresset Asset Management, Llc | 0.01% | 62,726 | $2,151,496 | $2,199,481 | +$47,985 | +2.23% | |
| Mml Investors Services, Llc | 0.00% | 47,825 | $1,640,393 | $1,676,979 | +$36,586 | +2.23% | |
| Gallagher Fiduciary Advisors, Llc | 0.05% | 41,085 | $1,409,211 | $1,440,641 | +$31,430 | +2.23% | |
| Lpl Financial Llc | 0.00% | 34,749 | $1,191,887 | $1,218,470 | +$26,583 | +2.23% | |
| Glen Eagle Advisors, Llc | 0.16% | 33,685 | $1,155,392 | $1,181,161 | +$25,769 | +2.23% | |
| Americana Partners, Llc | 0.03% | 30,943 | $1,061,342 | $1,085,013 | +$23,671 | +2.23% | |
| Diligent Investors, Llc | 0.26% | 30,900 | $1,059,867 | $1,083,505 | +$23,638 | +2.23% | |
| Hbw Advisory Services Llc | 0.11% | 29,575 | $1,014,420 | $1,037,044 | +$22,624 | +2.23% | |
| Owen Larue, Llc | 0.37% | 28,189 | $966,880 | $988,444 | +$21,564 | +2.23% | |
| Cetera Investment Advisers | 0.00% | 27,915 | $957,482 | $978,837 | +$21,355 | +2.23% | |
| Old Mission Capital Llc | 0.02% | 26,315 | $902,601 | $922,733 | +$20,132 | +2.23% | |
| Atria Investments, Inc | 0.01% | 24,642 | $845,218 | $864,069 | +$18,851 | +2.23% | |
| Susquehanna International Group, Llp | 0.00% | 23,115 | $792,842 | $810,525 | +$17,683 | +2.23% | |
| Osaic Holdings, Inc. | 0.00% | 20,481 | $702,496 | $718,164 | +$15,668 | +2.23% | |
| Clear Creek Financial Management, Llc | 0.05% | 19,600 | $672,278 | $687,272 | +$14,994 | +2.23% | |
| Citadel Advisors Llc | 0.00% | 17,707 | $607,348 | $620,894 | +$13,546 | +2.23% | |
| Mckinley Carter Wealth Services, Inc. | 0.03% | 15,098 | $517,860 | $529,410 | +$11,550 | +2.23% | |
| Geneos Wealth Management Inc. | 0.01% | 12,595 | $432,008 | $441,642 | +$9,634 | +2.23% | |
| Nbc Securities, Inc. | 0.03% | 11,806 | $404,944 | $413,976 | +$9,032 | +2.23% | |
| Orion Porfolio Solutions, Llc | 0.00% | 11,695 | $401,137 | $410,084 | +$8,947 | +2.23% | |
| Mariner, Llc | 0.00% | 11,381 | $390,367 | $399,074 | +$8,707 | +2.23% | |
| Ae Wealth Management Llc | 0.00% | 11,177 | $383,370 | $391,920 | +$8,550 | +2.23% | |
| Rps Advisory Solutions Llc | 0.21% | 10,780 | $369,753 | $378,000 | +$8,247 | +2.23% | |
| Anfield Capital Management, Llc | 0.10% | 10,727 | $367,935 | $376,141 | +$8,206 | +2.23% | |
| Envestnet Asset Management Inc | 0.00% | 10,560 | $362,207 | $370,285 | +$8,078 | +2.23% | |
| Kestra Advisory Services, Llc | 0.00% | 10,319 | $353,941 | $361,835 | +$7,894 | +2.23% | |
| Macro Advisors, Inc. | 0.13% | 9,063 | $310,860 | $317,793 | +$6,933 | +2.23% | |
| Brookstone Capital Management | 0.00% | 8,175 | $280,402 | $286,656 | +$6,254 | +2.23% | |
| Concurrent Investment Advisors, Llc | 0.00% | 7,488 | $256,838 | $262,566 | +$5,728 | +2.23% | |
| Buck Wealth Strategies, Llc | 0.03% | 6,230 | $213,688 | $218,454 | +$4,766 | +2.23% | |
| Prostatis Group Llc | 0.05% | 6,009 | $206,122 | $210,705 | +$4,583 | +2.22% | |
| Cwm, Llc | 0.00% | 5,163 | $177,090 | $181,040 | +$3,950 | +2.23% | |
| Capital Investment Advisory Services, Llc | 0.01% | 4,675 | $160,352 | $163,928 | +$3,576 | +2.23% | |
| Integrity Financial Corp | 0.07% | 4,216 | $144,608 | $147,834 | +$3,226 | +2.23% | |
| Barclays Plc | 0.00% | 3,822 | $131,094 | $134,018 | +$2,924 | +2.23% | |
| Benson Wealth Management Inc | 0.17% | 3,570 | $122,451 | $125,182 | +$2,731 | +2.23% | |
| Harbour Investments, Inc. | 0.00% | 3,551 | $121,799 | $124,515 | +$2,716 | +2.23% | |
| Evolution Wealth Management Inc. | 0.08% | 3,272 | $112,229 | $114,732 | +$2,503 | +2.23% | |
| Dhjj Financial Advisors, Ltd. | 0.03% | 2,275 | $78,033 | $79,773 | +$1,740 | +2.23% | |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | 2,181 | $74,808 | $76,477 | +$1,669 | +2.23% | |
| Noble Wealth Management Pbc | 0.03% | 1,700 | $58,310 | $59,610 | +$1,300 | +2.23% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 850 | $29,155 | $29,805 | +$650 | +2.23% | |
| Advisory Services Network, Llc | 0.00% | 619 | $21,232 | $21,705 | +$473 | +2.23% | |
| Assetmark, Inc | 0.00% | 600 | $20,580 | $21,039 | +$459 | +2.23% | |
| Financial Network Wealth Advisors Llc | 0.00% | 113 | $3,876 | $3,962 | +$86 | +2.23% | |
| Wedbush Securities Inc | 0.04% | 43,004 | $1,475 | $1,507,931 | +$1,506,456 | +102132.61% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 16,056 | $551 | $563,002 | +$562,451 | +102078.23% | |
| Capital Analysts, Llc | 0.01% | 7,995 | $274 | $280,344 | +$280,070 | +102215.28% |
Frequently asked questions about JUNM
Who owns the most JUNM stock?
The largest holders of JUNM 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 US EQ MAX BUF JUNE (JUNM).
Is JUNM widely held by superinvestors?
Many widely followed stocks like JUNM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JUNM 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.