FT VEST US EQUITY BUFFER & P (XISE) Institutional Shareholders
FT VEST US EQUITY BUFFER & P (XISE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $26.41M in XISE holdings during the latest filing period.
Triad Wealth Partners, Llc is currently the largest disclosed institutional shareholder of XISE tracked by InsiderSet, reporting ownership valued at approximately $4.38M 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 $4.44M, representing an estimated gain of +1.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed XISE value among the investors covered in this analysis. Major shareholders include Triad Wealth Partners, Llc, Advisory Resource Group, Stephens Inc, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY BUFFER & P (XISE).
This page ranks the largest institutional XISE 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
40
Total Reported Value
$26.41M
Largest Holder
Triad Wealth Partners, Llc
Largest Position
$4.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Triad Wealth Partners, Llc | 0.35% | 146,291 | $4,384,254 | $4,439,200 | +$54,946 | +1.25% | |
| Advisory Resource Group | 0.63% | 138,505 | $4,220,940 | $4,202,934 | -$18,006 | -0.43% | |
| Stephens Inc | 0.03% | 101,873 | $3,104,580 | $3,091,336 | -$13,244 | -0.43% | |
| Advisory Services Network, Llc | 0.02% | 62,227 | $1,864,907 | $1,888,278 | +$23,371 | +1.25% | |
| Cetera Investment Advisers | 0.00% | 48,513 | $1,453,900 | $1,472,127 | +$18,227 | +1.25% | |
| Mariner, Llc | 0.00% | 37,431 | $1,121,795 | $1,135,844 | +$14,049 | +1.25% | |
| Kestra Advisory Services, Llc | 0.00% | 31,015 | $945,175 | $941,150 | -$4,025 | -0.43% | |
| Susquehanna International Group, Llp | 0.00% | 29,507 | $884,307 | $895,390 | +$11,083 | +1.25% | |
| Old Mission Capital Llc | 0.02% | 23,265 | $697,238 | $705,976 | +$8,738 | +1.25% | |
| Presidio Capital Management, Llc | 0.16% | 21,166 | $645,034 | $642,282 | -$2,752 | -0.43% | |
| Weaver Consulting Group | 0.12% | 19,255 | $586,796 | $584,293 | -$2,503 | -0.43% | |
| Money Concepts Capital Corp | 0.03% | 19,383 | $580,912 | $588,177 | +$7,265 | +1.25% | |
| Accel Wealth Management | 0.13% | 18,785 | $572,478 | $570,031 | -$2,447 | -0.43% | |
| Lvz, Inc. | 0.05% | 16,747 | $510,360 | $508,188 | -$2,172 | -0.43% | |
| Harbour Investments, Inc. | 0.01% | 15,408 | $461,795 | $467,556 | +$5,761 | +1.25% | |
| Grant Street Asset Management, Inc. | 0.08% | 13,144 | $393,917 | $398,855 | +$4,938 | +1.25% | |
| Kingsview Wealth Management, Llc | 0.00% | 11,795 | $353,487 | $357,919 | +$4,432 | +1.25% | |
| Qtr Family Wealth, Llc | 0.12% | 11,019 | $335,816 | $334,372 | -$1,444 | -0.43% | |
| Fsb Premier Wealth Management, Inc. | 0.10% | 10,678 | $320,003 | $324,024 | +$4,021 | +1.26% | |
| Rockefeller Capital Management L.P. | 0.00% | 10,454 | $313,300 | $317,227 | +$3,927 | +1.25% | |
| Cwm, Llc | 0.00% | 9,902 | $296,757 | $300,476 | +$3,719 | +1.25% | |
| Citadel Advisors Llc | 0.00% | 8,819 | $264,300 | $267,613 | +$3,313 | +1.25% | |
| Prospera Financial Services Inc | 0.00% | 8,434 | $257,068 | $255,930 | -$1,138 | -0.44% | |
| Lpl Financial Llc | 0.00% | 8,571 | $256,868 | $260,087 | +$3,219 | +1.25% | |
| Focus Financial Network, Inc. | 0.01% | 8,135 | $247,913 | $246,857 | -$1,056 | -0.43% | |
| Tcfg Investment Advisors, Llc | 0.08% | 8,077 | $246,147 | $245,097 | -$1,050 | -0.43% | |
| Tcfg Wealth Management, Llc | 0.09% | 8,077 | $242,063 | $245,097 | +$3,034 | +1.25% | |
| Uptick Partners, Llc | 0.04% | 6,919 | $207,358 | $209,957 | +$2,599 | +1.25% | |
| Integrated Wealth Concepts Llc | 0.00% | 6,744 | $202,114 | $204,647 | +$2,533 | +1.25% | |
| Barclays Plc | 0.00% | 6,589 | $197,468 | $199,943 | +$2,475 | +1.25% | |
| International Assets Investment Management, Llc | 0.01% | 3,000 | $91,020 | $91,035 | +$15 | +0.02% | |
| Capital Investment Advisory Services, Llc | 0.00% | 2,000 | $60,950 | $60,690 | -$260 | -0.43% | |
| Ritter Daniher Financial Advisory Llc / De | 0.00% | 982 | $29,916 | $29,799 | -$117 | -0.39% | |
| Osaic Holdings, Inc. | 0.00% | 653 | $19,570 | $19,815 | +$245 | +1.25% | |
| Ubs Group Ag | 0.00% | 592 | $17,742 | $17,964 | +$222 | +1.25% | |
| Farther Finance Advisors, Llc | 0.00% | 464 | $14,137 | $14,080 | -$57 | -0.40% | |
| Corecap Advisors, Llc | 0.00% | 334 | $10,184 | $10,135 | -$49 | -0.48% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 10 | $305 | $303 | -$2 | -0.51% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 3 | $90 | $91 | +$1 | +1.15% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $10 | — | — | — |
Frequently asked questions about XISE
Who owns the most XISE stock?
The largest holders of XISE 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 EQUITY BUFFER & P (XISE).
Is XISE widely held by superinvestors?
Many widely followed stocks like XISE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XISE 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.