XOCT Institutional Ownership & Shareholders
FT VEST US EQUITY ENHANCE & (XOCT) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $51.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequent Planning Llc is currently the largest disclosed institutional shareholder of XOCT tracked by InsiderSet, reporting ownership valued at approximately $8.24M 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 $8.43M, representing an estimated gain of +2.27% 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, Old Mission Capital Llc, Envestnet Asset Management Inc, 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
42
Total Reported Value
$51.82M
Largest Holder
Sequent Planning Llc
Largest Position
$8.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequent Planning Llc | 1.76% | 208,561 | $8,238,556 | $8,425,572 | +$187,016 | +2.27% | |
| Old Mission Capital Llc | 0.20% | 201,201 | $7,947,821 | $8,128,239 | +$180,418 | +2.27% | |
| Envestnet Asset Management Inc | 0.00% | 191,294 | $7,556,476 | $7,728,010 | +$171,534 | +2.27% | |
| Cetera Investment Advisers | 0.00% | 116,792 | $4,613,506 | $4,718,233 | +$104,727 | +2.27% | |
| Aptus Capital Advisors, Llc | 0.02% | 85,082 | $3,360,901 | $3,437,194 | +$76,293 | +2.27% | |
| Financial Guidance Group, Inc. | 1.19% | 82,577 | $3,336,105 | $3,335,995 | -$110 | -0.00% | |
| Kestra Advisory Services, Llc | 0.01% | 67,963 | $2,684,668 | $2,745,610 | +$60,942 | +2.27% | |
| Secured Retirement Advisors, Llc | 0.67% | 33,093 | $1,307,236 | $1,336,911 | +$29,675 | +2.27% | |
| Signal Advisors Wealth, Llc | 0.05% | 27,389 | $1,106,516 | $1,106,477 | -$39 | -0.00% | |
| Osaic Holdings, Inc. | 0.00% | 27,670 | $1,092,953 | $1,117,829 | +$24,876 | +2.28% | |
| Diligent Investors, Llc | 0.24% | 27,018 | $1,091,527 | $1,091,489 | -$38 | -0.00% | |
| Harbour Investments, Inc. | 0.01% | 21,419 | $846,091 | $865,298 | +$19,207 | +2.27% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,616 | $814,371 | $832,858 | +$18,487 | +2.27% | |
| Mml Investors Services, Llc | 0.00% | 14,516 | $573,410 | $586,426 | +$13,016 | +2.27% | |
| Creativeone Wealth, Llc | 0.01% | 14,375 | $567,840 | $580,730 | +$12,890 | +2.27% | |
| Ignite Planners, Llc | 0.07% | 14,015 | $566,206 | $566,186 | -$20 | -0.00% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 13,756 | $543,388 | $555,723 | +$12,335 | +2.27% | |
| Bouchey Financial Group Ltd | 0.03% | 12,403 | $489,943 | $501,064 | +$11,121 | +2.27% | |
| Van Diest Capital, Llc | 0.44% | 12,371 | $488,678 | $499,771 | +$11,093 | +2.27% | |
| Pfs Partners, Llc | 0.19% | 11,796 | $476,559 | $476,542 | -$17 | -0.00% | |
| Lpl Financial Llc | 0.00% | 10,011 | $395,453 | $404,430 | +$8,977 | +2.27% | |
| Beacon Financial Advisory Llc | 0.07% | 9,730 | $393,092 | $393,078 | -$14 | -0.00% | |
| Crosspoint Financial, Llc | 0.87% | 9,604 | $379,394 | $387,988 | +$8,594 | +2.27% | |
| Lvz, Inc. | 0.04% | 9,000 | $363,600 | $363,587 | -$13 | -0.00% | |
| Summit Financial, Llc | 0.00% | 8,250 | $325,891 | $333,288 | +$7,397 | +2.27% | |
| Arlington Capital Management, Inc. | 0.18% | 7,647 | $308,939 | $308,928 | -$11 | -0.00% | |
| Hbk Sorce Advisory Llc | 0.01% | 7,580 | $302,973 | $306,221 | +$3,248 | +1.07% | |
| Sovran Advisors, Llc | 0.02% | 6,764 | $268,429 | $273,256 | +$4,827 | +1.80% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 6,738 | $266,164 | $272,206 | +$6,042 | +2.27% | |
| Jpmorgan Chase & Co | 0.00% | 6,594 | $260,146 | $266,388 | +$6,242 | +2.40% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 6,469 | $255,538 | $261,339 | +$5,801 | +2.27% | |
| Mariner, Llc | 0.00% | 5,477 | $216,352 | $221,263 | +$4,911 | +2.27% | |
| Capital Investment Advisory Services, Llc | 0.01% | 2,533 | $102,232 | $102,330 | +$98 | +0.10% | |
| Img Wealth Management, Inc. | 0.04% | 2,082 | $84,113 | $84,110 | -$3 | -0.00% | |
| Dhjj Financial Advisors, Ltd. | 0.02% | 2,018 | $81,528 | $81,524 | -$4 | -0.00% | |
| Cwm, Llc | 0.00% | 2,151 | $80,163 | $86,897 | +$6,734 | +8.40% | |
| Ubs Group Ag | 0.00% | 1,145 | $45,230 | $46,256 | +$1,026 | +2.27% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 900 | $35,552 | $36,359 | +$807 | +2.27% | |
| Ifp Advisors, Inc | 0.00% | 600 | $24,240 | $24,239 | -$1 | -0.00% | |
| Farther Finance Advisors, Llc | 0.00% | 250 | $10,100 | $10,100 | -$0 | -0.00% | |
| Barclays Plc | 0.00% | 139 | $5,491 | $5,615 | +$124 | +2.27% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 62 | $2,505 | $2,505 | -$0 | -0.01% |
Frequently asked questions about XOCT
Who are the largest institutional holders of XOCT?
The largest institutional holders of XOCT reported in the latest SEC Form 13F filings include Sequent Planning Llc, Old Mission Capital Llc, Envestnet Asset Management Inc, Cetera Investment Advisers, and Aptus Capital Advisors, Llc. InsiderSet ranks institutional holders by their latest reported XOCT position.
What is XOCT institutional ownership?
This page tracks XOCT positions reported by institutional investment managers through SEC Form 13F. FT VEST US EQUITY ENHANCE & (XOCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XOCT?
InsiderSet currently tracks 42 institutional managers reporting XOCT 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 XOCT shareholders.
How much XOCT stock do institutions own?
Institutional investment managers disclosed approximately $51.82M in XOCT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XOCT institutional ownership last updated?
The latest XOCT 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 XOCT 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 XOCT position after the reporting date.
Are institutions buying or selling XOCT?
Institutional buying and selling can be analyzed by comparing XOCT positions across consecutive 13F reporting periods. InsiderSet's XOCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XOCT ownership changes.
How has XOCT institutional ownership changed over time?
InsiderSet tracks XOCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.