FT VEST US EQUITY ENHANCE & (XOCT) Institutional Shareholders
FT VEST US EQUITY ENHANCE & (XOCT) 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 $41.37M in XOCT holdings during the latest filing period.
Sequent Planning Llc is currently the largest disclosed institutional shareholder of XOCT tracked by InsiderSet, reporting ownership valued at approximately $16.94M 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 $18.14M, representing an estimated gain of +7.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed XOCT value among the investors covered in this analysis. Major shareholders include Sequent Planning Llc, Financial Guidance Group, Inc., Aptus Capital Advisors, Llc, and several other long-term asset managers with concentrated positions in FT VEST US EQUITY ENHANCE & (XOCT).
This page ranks the largest institutional XOCT 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
39
Total Reported Value
$41.37M
Largest Holder
Sequent Planning Llc
Largest Position
$16.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequent Planning Llc | 4.10% | 454,609 | $16,942,368 | $18,136,626 | +$1,194,258 | +7.05% | |
| Financial Guidance Group, Inc. | 1.26% | 85,082 | $3,360,901 | $3,394,346 | +$33,445 | +1.00% | |
| Aptus Capital Advisors, Llc | 0.03% | 85,664 | $3,192,526 | $3,417,565 | +$225,039 | +7.05% | |
| Kestra Advisory Services, Llc | 0.01% | 67,963 | $2,684,668 | $2,711,384 | +$26,716 | +1.00% | |
| Old Mission Capital Llc | 0.04% | 43,861 | $1,634,611 | $1,749,835 | +$115,224 | +7.05% | |
| Secured Retirement Advisors, Llc | 0.67% | 33,093 | $1,307,236 | $1,320,245 | +$13,009 | +1.00% | |
| Susquehanna International Group, Llp | 0.00% | 31,989 | $1,192,166 | $1,276,201 | +$84,035 | +7.05% | |
| Diligent Investors, Llc | 0.24% | 27,018 | $1,067,262 | $1,077,883 | +$10,621 | +1.00% | |
| Harbour Investments, Inc. | 0.01% | 25,123 | $936,284 | $1,002,282 | +$65,998 | +7.05% | |
| Osaic Holdings, Inc. | 0.00% | 24,571 | $915,736 | $980,260 | +$64,524 | +7.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,616 | $814,371 | $822,475 | +$8,104 | +1.00% | |
| Cetera Investment Advisers | 0.00% | 18,106 | $674,774 | $722,339 | +$47,565 | +7.05% | |
| Ignite Planners, Llc | 0.08% | 14,289 | $564,443 | $570,060 | +$5,617 | +1.00% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 13,756 | $543,388 | $548,796 | +$5,408 | +1.00% | |
| Atria Investments, Inc | 0.00% | 12,510 | $494,169 | $499,086 | +$4,917 | +1.00% | |
| Bouchey Financial Group Ltd | 0.03% | 12,403 | $489,943 | $494,818 | +$4,875 | +0.99% | |
| Pfs Partners, Llc | 0.19% | 11,796 | $465,965 | $470,601 | +$4,636 | +1.00% | |
| Van Diest Capital, Llc | 0.36% | 12,371 | $461,042 | $493,541 | +$32,499 | +7.05% | |
| Beacon Financial Advisory Llc | 0.08% | 9,730 | $362,618 | $388,178 | +$25,560 | +7.05% | |
| Lpl Financial Llc | 0.00% | 9,713 | $361,984 | $387,500 | +$25,516 | +7.05% | |
| Crosspoint Financial, Llc | 0.90% | 9,604 | $357,938 | $383,152 | +$25,214 | +7.04% | |
| Lvz, Inc. | 0.04% | 9,000 | $355,517 | $359,055 | +$3,538 | +1.00% | |
| Hbk Sorce Advisory Llc | 0.01% | 8,772 | $342,634 | $349,959 | +$7,325 | +2.14% | |
| Ae Wealth Management Llc | 0.00% | 7,711 | $287,373 | $307,630 | +$20,257 | +7.05% | |
| Citadel Advisors Llc | 0.00% | 7,652 | $285,175 | $305,277 | +$20,102 | +7.05% | |
| Arlington Capital Management, Inc. | 0.17% | 6,935 | $273,946 | $276,672 | +$2,726 | +1.00% | |
| Sovran Advisors, Llc | 0.02% | 6,764 | $268,429 | $269,850 | +$1,421 | +0.53% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 6,738 | $266,164 | $268,813 | +$2,649 | +1.00% | |
| Img Wealth Management, Inc. | 0.07% | 2,841 | $105,878 | $113,342 | +$7,464 | +7.05% | |
| Cwm, Llc | 0.00% | 2,151 | $80,163 | $85,814 | +$5,651 | +7.05% | |
| Dhjj Financial Advisors, Ltd. | 0.02% | 2,018 | $79,715 | $80,508 | +$793 | +0.99% | |
| Capital Investment Advisory Services, Llc | 0.00% | 1,449 | $57,238 | $57,808 | +$570 | +1.00% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,200 | $44,722 | $47,874 | +$3,152 | +7.05% | |
| Ubs Group Ag | 0.00% | 939 | $34,995 | $37,461 | +$2,466 | +7.05% | |
| Advisory Services Network, Llc | 0.00% | 709 | $26,409 | $28,286 | +$1,877 | +7.11% | |
| Ifp Advisors, Inc | 0.00% | 600 | $23,701 | $23,937 | +$236 | +1.00% | |
| Farther Finance Advisors, Llc | 0.00% | 330 | $13,036 | $13,165 | +$129 | +0.99% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 62 | $2,311 | $2,473 | +$162 | +7.03% | |
| Barclays Plc | 0.00% | 31 | $1,155 | $1,237 | +$82 | +7.08% |
Frequently asked questions about XOCT
Who owns the most XOCT stock?
The largest holders of XOCT 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 & (XOCT).
Is XOCT widely held by superinvestors?
Many widely followed stocks like XOCT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XOCT 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.