FT VEST US EQUITY ENHANCE & (XJUL) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $31.40M in XJUL holdings during the latest filing period.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of XJUL tracked by InsiderSet, reporting ownership valued at approximately $5.01M 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 $5.11M, representing an estimated gain of +2.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed XJUL value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Commonwealth Equity Services, Llc, Kestra Advisory Services, Llc, 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
45
Total Reported Value
$31.40M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$5.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.01% | 122,929 | $5,005,533 | $5,110,773 | +$105,240 | +2.10% | |
| Commonwealth Equity Services, Llc | 0.00% | 57,038 | $2,322,300 | $2,371,355 | +$49,055 | +2.11% | |
| Kestra Advisory Services, Llc | 0.01% | 51,373 | $2,091,652 | $2,135,832 | +$44,180 | +2.11% | |
| Crosspoint Financial, Llc | 4.77% | 51,200 | $2,084,610 | $2,128,640 | +$44,030 | +2.11% | |
| Susquehanna International Group, Llp | 0.00% | 49,907 | $2,031,963 | $2,074,884 | +$42,921 | +2.11% | |
| Cetera Investment Advisers | 0.00% | 38,622 | $1,572,495 | $1,605,710 | +$33,215 | +2.11% | |
| Envestnet Asset Management Inc | 0.00% | 33,957 | $1,382,560 | $1,411,762 | +$29,202 | +2.11% | |
| World Investment Advisors | 0.02% | 32,649 | $1,329,304 | $1,357,382 | +$28,078 | +2.11% | |
| Diligent Investors, Llc | 0.29% | 31,987 | $1,302,351 | $1,329,860 | +$27,509 | +2.11% | |
| Griffith & Werner, Inc. | 0.56% | 29,600 | $1,205,000 | $1,230,620 | +$25,620 | +2.13% | |
| Mariner, Llc | 0.00% | 26,032 | $1,059,893 | $1,082,280 | +$22,387 | +2.11% | |
| Old Mission Capital Llc | 0.02% | 23,486 | $956,232 | $976,430 | +$20,198 | +2.11% | |
| Creativeone Wealth, Llc | 0.02% | 20,694 | $842,556 | $860,353 | +$17,797 | +2.11% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 18,300 | $745,085 | $760,823 | +$15,738 | +2.11% | |
| Summit Financial, Llc | 0.01% | 16,982 | $691,422 | $706,027 | +$14,605 | +2.11% | |
| Hrt Financial Lp | 0.00% | 16,346 | $665,000 | $679,585 | +$14,585 | +2.19% | |
| Lpl Financial Llc | 0.00% | 14,273 | $581,125 | $593,400 | +$12,275 | +2.11% | |
| Silver Oak Securities, Incorporated | 0.03% | 13,952 | $568,056 | $580,054 | +$11,998 | +2.11% | |
| Sequent Planning Llc | 0.10% | 11,750 | $478,401 | $488,506 | +$10,105 | +2.11% | |
| Ifp Advisors, Inc | 0.01% | 11,716 | $477,017 | $487,093 | +$10,076 | +2.11% | |
| Keel Point, Llc | 0.02% | 9,636 | $392,330 | $400,617 | +$8,287 | +2.11% | |
| Pfs Partners, Llc | 0.15% | 9,293 | $378,365 | $386,356 | +$7,991 | +2.11% | |
| Goldman Sachs Group Inc | 0.00% | 8,391 | $341,640 | $348,856 | +$7,216 | +2.11% | |
| Chicago Partners Investment Group Llc | 0.01% | 7,450 | $303,215 | $309,734 | +$6,519 | +2.15% | |
| Pitti Group Wealth Management, Llc | 0.20% | 6,815 | $277,473 | $283,334 | +$5,861 | +2.11% | |
| Ubs Group Ag | 0.00% | 6,429 | $261,757 | $267,286 | +$5,529 | +2.11% | |
| Fsb Premier Wealth Management, Inc. | 0.07% | 5,927 | $241,318 | $246,415 | +$5,097 | +2.11% | |
| Aptus Capital Advisors, Llc | 0.00% | 5,865 | $238,793 | $243,837 | +$5,044 | +2.11% | |
| Guardian Wealth Advisors, Llc / Nc | 0.01% | 5,865 | $238,793 | $243,837 | +$5,044 | +2.11% | |
| Foguth Wealth Management, Llc. | 0.03% | 5,598 | $228,342 | $232,737 | +$4,395 | +1.92% | |
| Cwm, Llc | 0.00% | 5,635 | $219,158 | $234,275 | +$15,117 | +6.90% | |
| Barclays Plc | 0.00% | 5,053 | $205,733 | $210,078 | +$4,345 | +2.11% | |
| Geneos Wealth Management Inc. | 0.00% | 3,300 | $134,360 | $137,198 | +$2,838 | +2.11% | |
| Jpmorgan Chase & Co | 0.00% | 3,167 | $128,881 | $131,668 | +$2,787 | +2.16% | |
| Ep Wealth Advisors, Llc | 0.00% | 2,562 | $104,312 | $106,515 | +$2,203 | +2.11% | |
| Triumph Capital Management | 0.01% | 1,600 | $65,144 | $66,520 | +$1,376 | +2.11% | |
| Dhjj Financial Advisors, Ltd. | 0.02% | 1,519 | $61,847 | $63,152 | +$1,305 | +2.11% | |
| Farther Finance Advisors, Llc | 0.00% | 1,100 | $44,787 | $45,733 | +$946 | +2.11% | |
| Allworth Financial Lp | 0.00% | 989 | $40,268 | $41,118 | +$850 | +2.11% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 738 | $30,048 | $30,682 | +$634 | +2.11% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 664 | $27,035 | $27,606 | +$571 | +2.11% | |
| Smartleaf Asset Management Llc | 0.00% | 611 | $24,865 | $25,402 | +$537 | +2.16% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 300 | $12,215 | $12,473 | +$258 | +2.11% | |
| Capital Investment Advisory Services, Llc | 0.00% | 178 | $7,247 | $7,400 | +$153 | +2.12% | |
| Morgan Stanley | 0.00% | 92 | $3,746 | $3,825 | +$79 | +2.11% |
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.