XAUG Institutional Ownership & Shareholders
FT VEST US EQUITY ENHANCE & (XAUG) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Old Mission Capital Llc is currently the largest disclosed institutional shareholder of XAUG tracked by InsiderSet, reporting ownership valued at approximately $1.41M 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 $1.43M, representing an estimated gain of +1.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed XAUG value among the investors covered in this analysis. Major shareholders include Old Mission Capital Llc, Susquehanna International Group, Llp, Diligent Investors, Llc, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY ENHANCE & (XAUG).
This page ranks the largest institutional XAUG 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
36
Total Reported Value
$16.25M
Largest Holder
Old Mission Capital Llc
Largest Position
$1.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Old Mission Capital Llc | 0.04% | 35,979 | $1,406,415 | $1,425,283 | +$18,868 | +1.34% | |
| Susquehanna International Group, Llp | 0.00% | 35,057 | $1,370,375 | $1,388,759 | +$18,384 | +1.34% | |
| Diligent Investors, Llc | 0.28% | 32,454 | $1,286,837 | $1,285,642 | -$1,195 | -0.09% | |
| Osaic Holdings, Inc. | 0.00% | 31,180 | $1,218,812 | $1,235,174 | +$16,362 | +1.34% | |
| Ashton Thomas Private Wealth, Llc | 0.02% | 26,285 | $1,027,478 | $1,041,262 | +$13,784 | +1.34% | |
| Cetera Investment Advisers | 0.00% | 25,236 | $986,473 | $999,706 | +$13,233 | +1.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 24,413 | $968,000 | $967,104 | -$896 | -0.09% | |
| Citadel Advisors Llc | 0.00% | 24,216 | $946,601 | $959,300 | +$12,699 | +1.34% | |
| Kestra Advisory Services, Llc | 0.00% | 23,730 | $940,921 | $940,047 | -$874 | -0.09% | |
| Lpl Financial Llc | 0.00% | 14,822 | $579,390 | $587,163 | +$7,773 | +1.34% | |
| Envestnet Asset Management Inc | 0.00% | 14,733 | $575,911 | $583,637 | +$7,726 | +1.34% | |
| Summit Financial, Llc | 0.01% | 13,021 | $508,990 | $515,818 | +$6,828 | +1.34% | |
| Corient Private Wealth Llc | 0.00% | 11,600 | $453,443 | $459,526 | +$6,083 | +1.34% | |
| Silver Oak Securities, Incorporated | 0.03% | 11,023 | $430,888 | $436,668 | +$5,780 | +1.34% | |
| Crosspoint Financial, Llc | 0.92% | 10,291 | $402,275 | $407,671 | +$5,396 | +1.34% | |
| 1776 Wealth Llc | 0.13% | 9,649 | $377,178 | $382,238 | +$5,060 | +1.34% | |
| Mutual Advisors, Llc | 0.01% | 8,417 | $329,020 | $333,434 | +$4,414 | +1.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 7,556 | $301,333 | $299,326 | -$2,007 | -0.67% | |
| Goldman Sachs Group Inc | 0.00% | 7,413 | $289,773 | $293,661 | +$3,888 | +1.34% | |
| Truist Financial Corp | 0.00% | 7,245 | $287,272 | $287,006 | -$266 | -0.09% | |
| Foundations Investment Advisors, Llc | 0.00% | 6,627 | $259,049 | $262,524 | +$3,475 | +1.34% | |
| Barclays Plc | 0.00% | 5,313 | $207,685 | $210,471 | +$2,786 | +1.34% | |
| Pfs Partners, Llc | 0.07% | 4,448 | $176,369 | $176,204 | -$165 | -0.09% | |
| Harbour Investments, Inc. | 0.00% | 4,349 | $170,002 | $172,283 | +$2,281 | +1.34% | |
| Centaurus Financial, Inc. | 0.01% | 3,996 | $156,000 | $158,299 | +$2,299 | +1.47% | |
| Blue Bell Private Wealth Management, Llc | 0.02% | 3,452 | $136,876 | $136,749 | -$127 | -0.09% | |
| Jpmorgan Chase & Co | 0.00% | 3,082 | $120,342 | $122,091 | +$1,749 | +1.45% | |
| Farther Finance Advisors, Llc | 0.00% | 2,503 | $99,247 | $99,155 | -$92 | -0.09% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,900 | $74,271 | $75,267 | +$996 | +1.34% | |
| Dhjj Financial Advisors, Ltd. | 0.01% | 1,284 | $50,913 | $50,865 | -$48 | -0.09% | |
| Creative Financial Designs Inc | 0.00% | 1,258 | $49,175 | $49,835 | +$660 | +1.34% | |
| Smartleaf Asset Management Llc | 0.00% | 544 | $21,241 | $21,550 | +$309 | +1.46% | |
| Geneos Wealth Management Inc. | 0.00% | 458 | $17,903 | $18,143 | +$240 | +1.34% | |
| Ubs Group Ag | 0.00% | 323 | $12,626 | $12,795 | +$169 | +1.34% | |
| Capital Investment Advisory Services, Llc | 0.00% | 158 | $6,270 | $6,259 | -$11 | -0.17% | |
| Crewe Advisors Llc | 0.00% | 10 | $391 | $396 | +$5 | +1.32% |
Frequently asked questions about XAUG
Who are the largest institutional holders of XAUG?
The largest institutional holders of XAUG reported in the latest SEC Form 13F filings include Old Mission Capital Llc, Susquehanna International Group, Llp, Diligent Investors, Llc, Osaic Holdings, Inc., and Ashton Thomas Private Wealth, Llc. InsiderSet ranks institutional holders by their latest reported XAUG position.
What is XAUG institutional ownership?
This page tracks XAUG positions reported by institutional investment managers through SEC Form 13F. FT VEST US EQUITY ENHANCE & (XAUG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XAUG?
InsiderSet currently tracks 36 institutional managers reporting XAUG 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 XAUG shareholders.
How much XAUG stock do institutions own?
Institutional investment managers disclosed approximately $16.25M in XAUG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XAUG institutional ownership last updated?
The latest XAUG 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 XAUG 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 XAUG position after the reporting date.
Are institutions buying or selling XAUG?
Institutional buying and selling can be analyzed by comparing XAUG positions across consecutive 13F reporting periods. InsiderSet's XAUG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XAUG ownership changes.
How has XAUG institutional ownership changed over time?
InsiderSet tracks XAUG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.