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 $52.18M 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 $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 $8.38M, representing an estimated gain of +1.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% 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
43
Total Reported Value
$52.18M
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 | $8,382,067 | +$143,511 | +1.74% | |
| Old Mission Capital Llc | 0.20% | 201,201 | $7,947,821 | $8,086,268 | +$138,447 | +1.74% | |
| Envestnet Asset Management Inc | 0.00% | 191,294 | $7,556,476 | $7,688,106 | +$131,630 | +1.74% | |
| Cetera Investment Advisers | 0.00% | 116,792 | $4,613,506 | $4,693,870 | +$80,364 | +1.74% | |
| Aptus Capital Advisors, Llc | 0.02% | 85,082 | $3,360,901 | $3,419,446 | +$58,545 | +1.74% | |
| Financial Guidance Group, Inc. | 1.26% | 85,082 | $3,360,901 | $3,419,446 | +$58,545 | +1.74% | |
| Kestra Advisory Services, Llc | 0.01% | 67,963 | $2,684,668 | $2,731,433 | +$46,765 | +1.74% | |
| Secured Retirement Advisors, Llc | 0.67% | 33,093 | $1,307,236 | $1,330,008 | +$22,772 | +1.74% | |
| Osaic Holdings, Inc. | 0.00% | 27,670 | $1,092,953 | $1,112,057 | +$19,104 | +1.75% | |
| Diligent Investors, Llc | 0.24% | 27,018 | $1,067,262 | $1,085,853 | +$18,591 | +1.74% | |
| Signal Advisors Wealth, Llc | 0.05% | 24,469 | $966,572 | $983,409 | +$16,837 | +1.74% | |
| Harbour Investments, Inc. | 0.01% | 21,419 | $846,091 | $860,830 | +$14,739 | +1.74% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,616 | $814,371 | $828,557 | +$14,186 | +1.74% | |
| Mml Investors Services, Llc | 0.00% | 14,516 | $573,410 | $583,398 | +$9,988 | +1.74% | |
| Creativeone Wealth, Llc | 0.01% | 14,375 | $567,840 | $577,731 | +$9,891 | +1.74% | |
| Ignite Planners, Llc | 0.08% | 14,289 | $564,443 | $574,275 | +$9,832 | +1.74% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 13,756 | $543,388 | $552,854 | +$9,466 | +1.74% | |
| Atria Investments, Inc | 0.00% | 12,510 | $494,169 | $502,777 | +$8,608 | +1.74% | |
| Bouchey Financial Group Ltd | 0.03% | 12,403 | $489,943 | $498,477 | +$8,534 | +1.74% | |
| Van Diest Capital, Llc | 0.44% | 12,371 | $488,678 | $497,190 | +$8,512 | +1.74% | |
| Pfs Partners, Llc | 0.19% | 11,796 | $465,965 | $474,081 | +$8,116 | +1.74% | |
| Lpl Financial Llc | 0.00% | 10,011 | $395,453 | $402,342 | +$6,889 | +1.74% | |
| Beacon Financial Advisory Llc | 0.08% | 9,730 | $384,353 | $391,049 | +$6,696 | +1.74% | |
| Crosspoint Financial, Llc | 0.87% | 9,604 | $379,394 | $385,985 | +$6,591 | +1.74% | |
| Lvz, Inc. | 0.04% | 9,000 | $355,517 | $361,710 | +$6,193 | +1.74% | |
| Summit Financial, Llc | 0.00% | 8,250 | $325,891 | $331,568 | +$5,677 | +1.74% | |
| Hbk Sorce Advisory Llc | 0.01% | 7,580 | $302,973 | $304,640 | +$1,667 | +0.55% | |
| Arlington Capital Management, Inc. | 0.17% | 6,935 | $273,946 | $278,718 | +$4,772 | +1.74% | |
| Sovran Advisors, Llc | 0.02% | 6,764 | $268,429 | $271,845 | +$3,416 | +1.27% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 6,738 | $266,164 | $270,800 | +$4,636 | +1.74% | |
| Jpmorgan Chase & Co | 0.00% | 6,594 | $260,146 | $265,013 | +$4,867 | +1.87% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 6,469 | $255,538 | $259,989 | +$4,451 | +1.74% | |
| Mariner, Llc | 0.00% | 5,477 | $216,352 | $220,121 | +$3,769 | +1.74% | |
| Img Wealth Management, Inc. | 0.06% | 2,841 | $112,225 | $114,180 | +$1,955 | +1.74% | |
| Cwm, Llc | 0.00% | 2,151 | $80,163 | $86,449 | +$6,286 | +7.84% | |
| Dhjj Financial Advisors, Ltd. | 0.02% | 2,018 | $79,715 | $81,103 | +$1,388 | +1.74% | |
| Capital Investment Advisory Services, Llc | 0.00% | 1,449 | $57,238 | $58,235 | +$997 | +1.74% | |
| Ubs Group Ag | 0.00% | 1,145 | $45,230 | $46,018 | +$788 | +1.74% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 900 | $35,552 | $36,171 | +$619 | +1.74% | |
| Ifp Advisors, Inc | 0.00% | 600 | $23,701 | $24,114 | +$413 | +1.74% | |
| Farther Finance Advisors, Llc | 0.00% | 330 | $13,036 | $13,263 | +$227 | +1.74% | |
| Barclays Plc | 0.00% | 139 | $5,491 | $5,586 | +$95 | +1.74% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 62 | $2,449 | $2,492 | +$43 | +1.75% |
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.