FT VEST US EQUITY ENHANCE & (XJUL) Top Institutional Shareholders
FT VEST US EQUITY ENHANCE & (XJUL) 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 $42.87M in XJUL holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of XJUL tracked by InsiderSet, reporting ownership valued at approximately $8.05M 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 $8.41M, representing an estimated gain of +4.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed XJUL value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Cetera Investment Advisers, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in FT VEST US EQUITY ENHANCE & (XJUL).
This page ranks the largest institutional XJUL 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
50
Total Reported Value
$42.87M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$8.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
52
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% | 207,067 | $8,053,291 | $8,410,026 | +$356,735 | +4.43% | |
| Cetera Investment Advisers | 0.01% | 132,330 | $5,146,605 | $5,374,583 | +$227,978 | +4.43% | |
| Osaic Holdings, Inc. | 0.01% | 121,495 | $4,724,784 | $4,934,519 | +$209,735 | +4.44% | |
| Kestra Advisory Services, Llc | 0.01% | 57,883 | $2,251,197 | $2,350,918 | +$99,721 | +4.43% | |
| Commonwealth Equity Services, Llc | 0.00% | 57,038 | $2,218,330 | $2,316,598 | +$98,268 | +4.43% | |
| Crosspoint Financial, Llc | 5.00% | 51,200 | $1,991,282 | $2,079,488 | +$88,206 | +4.43% | |
| Creativeone Wealth, Llc | 0.03% | 36,228 | $1,408,986 | $1,471,400 | +$62,414 | +4.43% | |
| Diligent Investors, Llc | 0.34% | 35,737 | $1,389,891 | $1,451,458 | +$61,567 | +4.43% | |
| World Investment Advisors | 0.02% | 34,295 | $1,333,812 | $1,392,891 | +$59,079 | +4.43% | |
| Griffith & Werner, Inc. | 0.57% | 29,600 | $1,151,209 | $1,202,204 | +$50,995 | +4.43% | |
| Mariner, Llc | 0.00% | 27,711 | $1,077,742 | $1,125,482 | +$47,740 | +4.43% | |
| Old Mission Capital Llc | 0.02% | 26,438 | $1,028,231 | $1,073,779 | +$45,548 | +4.43% | |
| Silver Oak Securities, Incorporated | 0.06% | 21,959 | $854,034 | $891,865 | +$37,831 | +4.43% | |
| Citadel Advisors Llc | 0.00% | 21,652 | $842,094 | $879,396 | +$37,302 | +4.43% | |
| Signal Advisors Wealth, Llc | 0.05% | 20,119 | $782,472 | $817,133 | +$34,661 | +4.43% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 18,650 | $725,340 | $757,470 | +$32,130 | +4.43% | |
| Vestgen Investment Management | 0.35% | 16,470 | $640,555 | $668,929 | +$28,374 | +4.43% | |
| Vestgen Advisors, Llc | 0.02% | 15,358 | $619,158 | $623,765 | +$4,607 | +0.74% | |
| Lpl Financial Llc | 0.00% | 15,273 | $594,001 | $620,313 | +$26,312 | +4.43% | |
| Sequent Planning Llc | 0.13% | 13,726 | $533,834 | $557,481 | +$23,647 | +4.43% | |
| Atria Investments, Inc | 0.00% | 10,520 | $409,146 | $427,270 | +$18,124 | +4.43% | |
| Bouchey Financial Group Ltd | 0.03% | 10,287 | $407,520 | $417,807 | +$10,287 | +2.52% | |
| Mml Investors Services, Llc | 0.00% | 9,970 | $387,755 | $404,932 | +$17,177 | +4.43% | |
| Pfs Partners, Llc | 0.17% | 9,549 | $371,382 | $387,833 | +$16,451 | +4.43% | |
| Jane Street Group, Llc | 0.00% | 8,508 | $330,895 | $345,552 | +$14,657 | +4.43% | |
| Susquehanna International Group, Llp | 0.00% | 8,291 | $322,455 | $336,739 | +$14,284 | +4.43% | |
| Patriot Financial Group Insurance Agency, Llc | 0.02% | 7,676 | $298,536 | $311,761 | +$13,225 | +4.43% | |
| Chicago Partners Investment Group Llc | 0.01% | 7,450 | $298,149 | $302,582 | +$4,433 | +1.49% | |
| Arlington Capital Management, Inc. | 0.15% | 6,902 | $268,434 | $280,325 | +$11,891 | +4.43% | |
| Pitti Group Wealth Management, Llc | 0.22% | 6,825 | $265,439 | $277,197 | +$11,758 | +4.43% | |
| Fsb Premier Wealth Management, Inc. | 0.07% | 5,927 | $230,514 | $240,725 | +$10,211 | +4.43% | |
| Aptus Capital Advisors, Llc | 0.00% | 5,865 | $228,103 | $238,207 | +$10,104 | +4.43% | |
| Guardian Wealth Advisors, Llc / Nc | 0.01% | 5,865 | $228,103 | $238,207 | +$10,104 | +4.43% | |
| Ifp Advisors, Inc | 0.00% | 5,858 | $227,831 | $237,923 | +$10,092 | +4.43% | |
| Cwm, Llc | 0.00% | 5,635 | $219,158 | $228,866 | +$9,708 | +4.43% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 5,315 | $206,712 | $215,869 | +$9,157 | +4.43% | |
| Barclays Plc | 0.00% | 5,053 | $196,522 | $205,228 | +$8,706 | +4.43% | |
| Advisory Services Network, Llc | 0.00% | 4,268 | $165,989 | $173,345 | +$7,356 | +4.43% | |
| Geneos Wealth Management Inc. | 0.00% | 3,300 | $128,344 | $134,030 | +$5,686 | +4.43% | |
| Triumph Capital Management | 0.01% | 1,600 | $62,228 | $64,984 | +$2,756 | +4.43% | |
| Dhjj Financial Advisors, Ltd. | 0.02% | 1,519 | $59,078 | $61,694 | +$2,616 | +4.43% | |
| Allworth Financial Lp | 0.00% | 1,133 | $44,065 | $46,017 | +$1,952 | +4.43% | |
| Capital Investment Advisory Services, Llc | 0.00% | 899 | $34,964 | $36,513 | +$1,549 | +4.43% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 738 | $28,702 | $29,974 | +$1,272 | +4.43% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 664 | $25,824 | $26,968 | +$1,144 | +4.43% | |
| Smartleaf Asset Management Llc | 0.00% | 611 | $23,451 | $24,816 | +$1,365 | +5.82% | |
| Ubs Group Ag | 0.00% | 556 | $21,624 | $22,582 | +$958 | +4.43% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 300 | $11,668 | $12,185 | +$517 | +4.43% | |
| Morgan Stanley | 0.00% | 92 | $3,578 | $3,737 | +$159 | +4.43% | |
| Aurora Private Wealth, Inc. | 0.24% | 8,457 | $331 | $343,481 | +$343,150 | +103670.71% |
Frequently asked questions about XJUL
Who owns the most XJUL stock?
The largest holders of XJUL 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 ENHANCE & (XJUL).
Is XJUL widely held by superinvestors?
Many widely followed stocks like XJUL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XJUL 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.