TSEP Institutional Ownership & Shareholders
FTVESTEMBUFFETFSEP (TSEP) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.83M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Hfg Wealth Management, Llc is currently the largest disclosed institutional shareholder of TSEP tracked by InsiderSet, reporting ownership valued at approximately $5.01M 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 $4.85M, representing an estimated loss of -3.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed TSEP value among the investors covered in this analysis. Major shareholders include Hfg Wealth Management, Llc, Old Mission Capital Llc, Ignite Planners, Llc, and several other long-term asset managers with concentrated positions in FTVESTEMBUFFETFSEP (TSEP).
This page ranks the largest institutional TSEP 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
13
Total Reported Value
$7.83M
Largest Holder
Hfg Wealth Management, Llc
Largest Position
$5.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
19
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hfg Wealth Management, Llc | 5.06% | 192,561 | $5,006,586 | $4,854,771 | -$151,815 | -3.03% | |
| Old Mission Capital Llc | 0.02% | 29,993 | $779,818 | $756,172 | -$23,646 | -3.03% | |
| Ignite Planners, Llc | 0.09% | 25,538 | $684,930 | $643,854 | -$41,076 | -6.00% | |
| Citadel Advisors Llc | 0.00% | 9,311 | $242,086 | $234,745 | -$7,341 | -3.03% | |
| Cetera Investment Advisers | 0.00% | 9,204 | $239,304 | $232,048 | -$7,256 | -3.03% | |
| Harbour Investments, Inc. | 0.00% | 8,515 | $221,390 | $214,677 | -$6,713 | -3.03% | |
| Anfield Capital Management, Llc | 0.06% | 8,415 | $202,518 | $212,156 | +$9,638 | +4.76% | |
| Capital Investment Advisory Services, Llc | 0.00% | 2,315 | $60,190 | $58,365 | -$1,825 | -3.03% | |
| Integrity Financial Corp | 0.02% | 1,465 | $38,090 | $36,935 | -$1,155 | -3.03% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 600 | $16,092 | $15,127 | -$965 | -6.00% | |
| Ifp Advisors, Inc | 0.00% | 184 | $4,935 | $4,639 | -$296 | -6.00% | |
| Osaic Holdings, Inc. | 0.00% | 0 | $4 | — | — | — |
Frequently asked questions about TSEP
Who are the largest institutional holders of TSEP?
The largest institutional holders of TSEP reported in the latest SEC Form 13F filings include Hfg Wealth Management, Llc, Old Mission Capital Llc, Ignite Planners, Llc, Citadel Advisors Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported TSEP position.
What is TSEP institutional ownership?
This page tracks TSEP positions reported by institutional investment managers through SEC Form 13F. FTVESTEMBUFFETFSEP (TSEP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TSEP?
InsiderSet currently tracks 13 institutional managers reporting TSEP 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 TSEP shareholders.
How much TSEP stock do institutions own?
Institutional investment managers disclosed approximately $7.83M in TSEP holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TSEP institutional ownership last updated?
The latest TSEP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 TSEP 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 TSEP position after the reporting date.
Are institutions buying or selling TSEP?
Institutional buying and selling can be analyzed by comparing TSEP positions across consecutive 13F reporting periods. InsiderSet's TSEP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TSEP ownership changes.
How has TSEP institutional ownership changed over time?
InsiderSet tracks TSEP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.