FT VEST US EQUITY ENHANCE & (XMAR) Institutional Shareholders
FT VEST US EQUITY ENHANCE & (XMAR) 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 $114.33M in XMAR holdings during the latest filing period.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of XMAR tracked by InsiderSet, reporting ownership valued at approximately $12.81M 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 $13.03M, representing an estimated gain of +1.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed XMAR value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Pfs Partners, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in FT VEST US EQUITY ENHANCE & (XMAR).
This page ranks the largest institutional XMAR 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
71
Total Reported Value
$114.33M
Largest Holder
Cetera Investment Advisers
Largest Position
$12.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.01% | 299,663 | $12,806,082 | $13,032,344 | +$226,262 | +1.77% | |
| Pfs Partners, Llc | 4.94% | 285,666 | $12,207,923 | $12,423,614 | +$215,691 | +1.77% | |
| Osaic Holdings, Inc. | 0.01% | 250,907 | $10,722,840 | $10,911,945 | +$189,105 | +1.76% | |
| Commonwealth Equity Services, Llc | 0.01% | 212,913 | $9,098,841 | $9,259,586 | +$160,745 | +1.77% | |
| Envestnet Asset Management Inc | 0.00% | 212,872 | $9,097,085 | $9,257,803 | +$160,718 | +1.77% | |
| Aptus Capital Advisors, Llc | 0.05% | 145,685 | $6,225,848 | $6,335,841 | +$109,993 | +1.77% | |
| Financial Guidance Group, Inc. | 2.33% | 145,685 | $6,225,848 | $6,335,841 | +$109,993 | +1.77% | |
| Blue Bell Private Wealth Management, Llc | 0.56% | 104,976 | $4,486,151 | $4,565,406 | +$79,255 | +1.77% | |
| Kestra Advisory Services, Llc | 0.01% | 95,777 | $4,093,030 | $4,165,342 | +$72,312 | +1.77% | |
| Foundations Investment Advisors, Llc | 0.03% | 72,118 | $3,081,968 | $3,136,412 | +$54,444 | +1.77% | |
| Reap Financial Group, Llc | 0.41% | 56,181 | $2,400,895 | $2,443,312 | +$42,417 | +1.77% | |
| Lpl Financial Llc | 0.00% | 52,066 | $2,225,040 | $2,264,350 | +$39,310 | +1.77% | |
| Kestra Private Wealth Services, Llc | 0.02% | 47,915 | $2,047,648 | $2,083,823 | +$36,175 | +1.77% | |
| Mml Investors Services, Llc | 0.00% | 43,368 | $1,853,331 | $1,886,074 | +$32,743 | +1.77% | |
| Harbour Investments, Inc. | 0.02% | 40,513 | $1,731,323 | $1,761,910 | +$30,587 | +1.77% | |
| Insigneo Advisory Services, Llc | 0.06% | 38,505 | $1,645,511 | $1,674,582 | +$29,071 | +1.77% | |
| First Trust Advisors Lp | 0.00% | 36,626 | $1,565,212 | $1,592,865 | +$27,653 | +1.77% | |
| Hbk Sorce Advisory Llc | 0.03% | 32,422 | $1,400,630 | $1,410,033 | +$9,403 | +0.67% | |
| World Investment Advisors | 0.02% | 31,785 | $1,358,332 | $1,382,330 | +$23,998 | +1.77% | |
| Creativeone Wealth, Llc | 0.03% | 30,189 | $1,290,127 | $1,312,920 | +$22,793 | +1.77% | |
| Arkadios Wealth Advisors | 0.02% | 29,459 | $1,258,930 | $1,281,172 | +$22,242 | +1.77% | |
| Brookstone Capital Management | 0.01% | 27,461 | $1,173,546 | $1,194,279 | +$20,733 | +1.77% | |
| Octavia Wealth Advisors, Llc | 0.09% | 23,422 | $1,000,939 | $1,018,623 | +$17,684 | +1.77% | |
| Diversify Advisory Services, Llc | 0.02% | 23,275 | $996,082 | $1,012,230 | +$16,148 | +1.62% | |
| Diversify Wealth Management, Llc | 0.02% | 23,275 | $996,082 | $1,012,230 | +$16,148 | +1.62% | |
| Signal Advisors Wealth, Llc | 0.05% | 21,414 | $915,127 | $931,295 | +$16,168 | +1.77% | |
| Mutual Advisors, Llc | 0.02% | 21,002 | $897,520 | $913,377 | +$15,857 | +1.77% | |
| Susquehanna International Group, Llp | 0.00% | 17,497 | $747,734 | $760,945 | +$13,211 | +1.77% | |
| Lm Advisors Llc | 0.08% | 15,380 | $656,000 | $668,876 | +$12,876 | +1.96% | |
| Mariner, Llc | 0.00% | 15,002 | $641,111 | $652,437 | +$11,326 | +1.77% | |
| Cary Street Partners Financial Llc | 0.01% | 14,169 | $605,512 | $616,210 | +$10,698 | +1.77% | |
| Silver Oak Securities, Incorporated | 0.03% | 12,675 | $541,666 | $551,236 | +$9,570 | +1.77% | |
| Qtr Family Wealth, Llc | 0.17% | 11,481 | $490,641 | $499,309 | +$8,668 | +1.77% | |
| Summit Financial, Llc | 0.01% | 11,128 | $475,555 | $483,957 | +$8,402 | +1.77% | |
| Sequent Planning Llc | 0.10% | 10,976 | $469,059 | $477,346 | +$8,287 | +1.77% | |
| Sageguard Financial Group, Llc | 0.06% | 10,696 | $457,094 | $465,169 | +$8,075 | +1.77% | |
| Janney Montgomery Scott Llc | 0.00% | 10,600 | $453,000 | $460,994 | +$7,994 | +1.76% | |
| Atria Investments, Inc | 0.00% | 10,474 | $447,607 | $455,514 | +$7,907 | +1.77% | |
| Hbw Advisory Services Llc | 0.03% | 9,035 | $386,111 | $392,932 | +$6,821 | +1.77% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,925 | $381,410 | $388,148 | +$6,738 | +1.77% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 10,000 | $367,451 | $434,900 | +$67,449 | +18.36% | |
| First Heartland Consultants, Inc. | 0.02% | 7,377 | $315,256 | $320,826 | +$5,570 | +1.77% | |
| Cresset Asset Management, Llc | 0.00% | 6,744 | $288,205 | $293,297 | +$5,092 | +1.77% | |
| Regal Investment Advisors Llc | 0.01% | 6,704 | $286,496 | $291,557 | +$5,061 | +1.77% | |
| Hrt Financial Lp | 0.00% | 6,413 | $274,000 | $278,901 | +$4,901 | +1.79% | |
| Independent Financial Group, Llc | 0.00% | 6,139 | $262,350 | $266,985 | +$4,635 | +1.77% | |
| Triumph Capital Management | 0.05% | 6,000 | $256,410 | $260,940 | +$4,530 | +1.77% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 5,663 | $242,008 | $246,284 | +$4,276 | +1.77% | |
| Merit Financial Group, Llc | 0.00% | 5,541 | $236,795 | $240,978 | +$4,183 | +1.77% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 5,416 | $231,453 | $235,542 | +$4,089 | +1.77% |
Frequently asked questions about XMAR
Who owns the most XMAR stock?
The largest holders of XMAR 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 & (XMAR).
Is XMAR widely held by superinvestors?
Many widely followed stocks like XMAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XMAR 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.