XJUN Institutional Ownership & Shareholders
FT VEST U.S. EQUITY ENHANCE (XJUN) is currently held by 68 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $98.56M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of XJUN tracked by InsiderSet, reporting ownership valued at approximately $14.50M 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 $14.78M, representing an estimated gain of +1.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed XJUN value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Kestra Advisory Services, Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in FT VEST U.S. EQUITY ENHANCE (XJUN).
This page ranks the largest institutional XJUN 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
68
Total Reported Value
$98.56M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$14.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.02% | 326,330 | $14,498,825 | $14,776,222 | +$277,397 | +1.91% | |
| Kestra Advisory Services, Llc | 0.04% | 245,183 | $10,893,482 | $11,101,886 | +$208,404 | +1.91% | |
| Commonwealth Equity Services, Llc | 0.01% | 243,520 | $10,819,600 | $11,026,586 | +$206,986 | +1.91% | |
| Cetera Investment Advisers | 0.01% | 230,243 | $10,229,696 | $10,425,403 | +$195,707 | +1.91% | |
| Legacy Edge Advisors, Llc | 0.81% | 163,589 | $6,903,685 | $7,407,310 | +$503,625 | +7.30% | |
| Sequent Planning Llc | 1.04% | 109,970 | $4,885,967 | $4,979,442 | +$93,475 | +1.91% | |
| Mutual Advisors, Llc | 0.08% | 92,180 | $4,095,557 | $4,173,910 | +$78,353 | +1.91% | |
| Lm Advisors Llc | 0.47% | 92,063 | $4,089,000 | $4,168,613 | +$79,613 | +1.95% | |
| Arax Advisory Partners | 0.02% | 72,486 | $3,220,553 | $3,282,166 | +$61,613 | +1.91% | |
| U.S. Capital Wealth Advisors, Llc | 0.08% | 71,434 | $3,068,976 | $3,234,532 | +$165,556 | +5.39% | |
| Lpl Financial Llc | 0.00% | 49,507 | $2,199,596 | $2,241,677 | +$42,081 | +1.91% | |
| Old Mission Capital Llc | 0.05% | 42,732 | $1,898,582 | $1,934,905 | +$36,323 | +1.91% | |
| Waverly Advisors, Llc | 0.01% | 42,220 | $1,875,835 | $1,911,722 | +$35,887 | +1.91% | |
| Envestnet Asset Management Inc | 0.00% | 36,725 | $1,631,692 | $1,662,908 | +$31,216 | +1.91% | |
| Mariner, Llc | 0.00% | 27,267 | $1,211,473 | $1,234,650 | +$23,177 | +1.91% | |
| Wealthgarden F.S. Llc | 0.69% | 27,223 | $1,209,535 | $1,232,657 | +$23,122 | +1.91% | |
| Harbour Investments, Inc. | 0.02% | 26,495 | $1,177,173 | $1,199,694 | +$22,521 | +1.91% | |
| First Heartland Consultants, Inc. | 0.08% | 25,335 | $1,148,182 | $1,147,169 | -$1,013 | -0.09% | |
| Diversify Advisory Services, Llc | 0.02% | 24,837 | $1,132,940 | $1,124,619 | -$8,321 | -0.73% | |
| Diversify Wealth Management, Llc | 0.02% | 24,837 | $1,132,940 | $1,124,619 | -$8,321 | -0.73% | |
| Blue Bell Private Wealth Management, Llc | 0.12% | 23,011 | $1,042,859 | $1,041,938 | -$921 | -0.09% | |
| Jane Street Group, Llc | 0.00% | 22,389 | $994,743 | $1,013,774 | +$19,031 | +1.91% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 19,705 | $875,493 | $892,242 | +$16,749 | +1.91% | |
| 1776 Wealth Llc | 0.27% | 17,431 | $774,459 | $789,276 | +$14,817 | +1.91% | |
| Cary Street Partners Financial Llc | 0.02% | 17,329 | $769,927 | $784,657 | +$14,730 | +1.91% | |
| Qtr Family Wealth, Llc | 0.26% | 16,624 | $738,585 | $752,735 | +$14,150 | +1.92% | |
| Ifp Advisors, Inc | 0.01% | 15,056 | $682,338 | $681,736 | -$602 | -0.09% | |
| Hrt Financial Lp | 0.00% | 14,445 | $641,000 | $654,070 | +$13,070 | +2.04% | |
| Diligent Investors, Llc | 0.14% | 13,720 | $621,790 | $621,242 | -$548 | -0.09% | |
| Mml Investors Services, Llc | 0.00% | 13,801 | $613,175 | $624,909 | +$11,734 | +1.91% | |
| Pitti Group Wealth Management, Llc | 0.39% | 12,025 | $534,271 | $544,492 | +$10,221 | +1.91% | |
| Pfs Partners, Llc | 0.21% | 11,444 | $518,643 | $518,184 | -$459 | -0.09% | |
| Grant Street Asset Management, Inc. | 0.08% | 10,464 | $474,229 | $473,810 | -$419 | -0.09% | |
| Sageguard Financial Group, Llc | 0.06% | 10,272 | $456,385 | $465,116 | +$8,731 | +1.91% | |
| Keel Point, Llc | 0.02% | 9,137 | $405,953 | $413,723 | +$7,770 | +1.91% | |
| Silver Oak Securities, Incorporated | 0.02% | 9,022 | $400,847 | $408,516 | +$7,669 | +1.91% | |
| Icon Wealth Advisors, Llc | 0.02% | 8,934 | $396,938 | $404,532 | +$7,594 | +1.91% | |
| Castle Rock Wealth Management, Llc | 0.07% | 8,218 | $375,111 | $372,111 | -$3,000 | -0.80% | |
| Foguth Wealth Management, Llc. | 0.04% | 8,199 | $372,379 | $371,251 | -$1,128 | -0.30% | |
| Cambridge Advisors Inc. | 0.06% | 8,020 | $363,466 | $363,146 | -$320 | -0.09% | |
| Lvz, Inc. | 0.04% | 7,846 | $355,581 | $355,267 | -$314 | -0.09% | |
| Millington Financial Advisors, Llc | 0.14% | 7,968 | $353,859 | $360,791 | +$6,932 | +1.96% | |
| Kingsview Wealth Management, Llc | 0.00% | 7,812 | $347,087 | $353,727 | +$6,640 | +1.91% | |
| Hbk Sorce Advisory Llc | 0.01% | 7,311 | $329,687 | $331,042 | +$1,355 | +0.41% | |
| Goldman Sachs Group Inc | 0.00% | 7,407 | $329,093 | $335,389 | +$6,296 | +1.91% | |
| Reap Financial Group, Llc | 0.05% | 7,234 | $321,407 | $327,556 | +$6,149 | +1.91% | |
| Benson Wealth Management Inc | 0.29% | 6,383 | $283,597 | $289,022 | +$5,425 | +1.91% | |
| Janney Montgomery Scott Llc | 0.00% | 6,350 | $282,000 | $287,528 | +$5,528 | +1.96% | |
| Lakeridge Wealth Management Llc | 0.10% | 6,205 | $275,690 | $280,962 | +$5,272 | +1.91% | |
| Brookstone Capital Management | 0.00% | 5,351 | $242,507 | $242,293 | -$214 | -0.09% |
Frequently asked questions about XJUN
Who are the largest institutional holders of XJUN?
The largest institutional holders of XJUN reported in the latest SEC Form 13F filings include Osaic Holdings, Inc., Kestra Advisory Services, Llc, Commonwealth Equity Services, Llc, Cetera Investment Advisers, and Legacy Edge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported XJUN position.
What is XJUN institutional ownership?
This page tracks XJUN positions reported by institutional investment managers through SEC Form 13F. FT VEST U.S. EQUITY ENHANCE (XJUN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XJUN?
InsiderSet currently tracks 68 institutional managers reporting XJUN 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 XJUN shareholders.
How much XJUN stock do institutions own?
Institutional investment managers disclosed approximately $98.56M in XJUN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XJUN institutional ownership last updated?
The latest XJUN 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 XJUN 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 XJUN position after the reporting date.
Are institutions buying or selling XJUN?
Institutional buying and selling can be analyzed by comparing XJUN positions across consecutive 13F reporting periods. InsiderSet's XJUN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XJUN ownership changes.
How has XJUN institutional ownership changed over time?
InsiderSet tracks XJUN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.