FT VEST U.S. EQUITY ENHANCE (XSEP) Institutional Shareholders
FT VEST U.S. EQUITY ENHANCE (XSEP) 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 $78.22M in XSEP holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of XSEP tracked by InsiderSet, reporting ownership valued at approximately $13.18M 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 $13.27M, representing an estimated gain of +0.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed XSEP value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FT VEST U.S. EQUITY ENHANCE (XSEP).
This page ranks the largest institutional XSEP 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
$78.22M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$13.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.02% | 296,856 | $13,181,895 | $13,273,916 | +$92,021 | +0.70% | |
| Osaic Holdings, Inc. | 0.02% | 245,625 | $10,287,396 | $10,983,122 | +$695,726 | +6.76% | |
| Envestnet Asset Management Inc | 0.00% | 220,352 | $9,229,267 | $9,853,040 | +$623,773 | +6.76% | |
| Kestra Advisory Services, Llc | 0.02% | 171,033 | $7,594,703 | $7,647,741 | +$53,038 | +0.70% | |
| Cetera Investment Advisers | 0.01% | 162,906 | $6,823,187 | $7,284,342 | +$461,155 | +6.76% | |
| Mml Investors Services, Llc | 0.01% | 77,051 | $3,227,219 | $3,445,335 | +$218,116 | +6.76% | |
| Lpl Financial Llc | 0.00% | 59,410 | $2,488,340 | $2,656,518 | +$168,178 | +6.76% | |
| Kraematon Investment Advisors, Inc | 1.37% | 41,417 | $1,839,122 | $1,851,961 | +$12,839 | +0.70% | |
| Mariner, Llc | 0.00% | 41,130 | $1,722,697 | $1,839,128 | +$116,431 | +6.76% | |
| Noble Wealth Management Pbc | 0.51% | 24,928 | $1,106,928 | $1,114,656 | +$7,728 | +0.70% | |
| Clear Point Advisors Inc. | 0.70% | 21,637 | $906,248 | $967,498 | +$61,250 | +6.76% | |
| Diligent Investors, Llc | 0.19% | 19,497 | $865,764 | $871,808 | +$6,044 | +0.70% | |
| Mutual Advisors, Llc | 0.02% | 20,539 | $860,260 | $918,401 | +$58,141 | +6.76% | |
| Uptick Partners, Llc | 0.16% | 18,795 | $787,214 | $840,418 | +$53,204 | +6.76% | |
| Blackhawk Capital Partners, Llc | 0.25% | 17,470 | $775,755 | $781,171 | +$5,416 | +0.70% | |
| Citadel Advisors Llc | 0.00% | 18,126 | $759,193 | $810,504 | +$51,311 | +6.76% | |
| Vestgen Investment Management | 0.39% | 16,767 | $744,539 | $749,736 | +$5,197 | +0.70% | |
| Millington Financial Advisors, Llc | 0.30% | 16,521 | $718,829 | $738,737 | +$19,908 | +2.77% | |
| Susquehanna International Group, Llp | 0.00% | 16,862 | $706,251 | $753,984 | +$47,733 | +6.76% | |
| Benson Wealth Management Inc | 0.91% | 15,866 | $664,535 | $709,448 | +$44,913 | +6.76% | |
| Atria Investments, Inc | 0.01% | 14,072 | $624,867 | $629,229 | +$4,362 | +0.70% | |
| Sequent Planning Llc | 0.14% | 14,131 | $591,866 | $631,868 | +$40,002 | +6.76% | |
| First Heartland Consultants, Inc. | 0.04% | 13,077 | $580,684 | $584,738 | +$4,054 | +0.70% | |
| Silver Oak Securities, Incorporated | 0.04% | 13,568 | $568,285 | $606,693 | +$38,408 | +6.76% | |
| Signal Advisors Wealth, Llc | 0.04% | 13,356 | $559,405 | $597,214 | +$37,809 | +6.76% | |
| Waverly Advisors, Llc | 0.00% | 11,954 | $500,684 | $534,523 | +$33,839 | +6.76% | |
| Ameriprise Financial Inc | 0.00% | 10,911 | $456,998 | $487,885 | +$30,887 | +6.76% | |
| Blue Bell Private Wealth Management, Llc | 0.07% | 10,889 | $456,077 | $486,902 | +$30,825 | +6.76% | |
| Creativeone Wealth, Llc | 0.01% | 10,685 | $447,533 | $477,780 | +$30,247 | +6.76% | |
| Sageguard Financial Group, Llc | 0.06% | 10,077 | $447,469 | $450,593 | +$3,124 | +0.70% | |
| Vestgen Advisors, Llc | 0.01% | 10,199 | $447,381 | $456,048 | +$8,667 | +1.94% | |
| Diversify Wealth Management, Llc | 0.01% | 9,225 | $410,835 | $412,496 | +$1,661 | +0.40% | |
| Old Mission Capital Llc | 0.01% | 9,411 | $394,172 | $420,813 | +$26,641 | +6.76% | |
| Financial Guidance Group, Inc. | 0.14% | 8,200 | $364,121 | $366,663 | +$2,542 | +0.70% | |
| Aptus Capital Advisors, Llc | 0.00% | 8,200 | $343,450 | $366,663 | +$23,213 | +6.76% | |
| Pfs Partners, Llc | 0.13% | 7,349 | $326,333 | $328,611 | +$2,278 | +0.70% | |
| Crosspoint Financial, Llc | 0.81% | 7,660 | $320,832 | $342,517 | +$21,685 | +6.76% | |
| Qtr Family Wealth, Llc | 0.11% | 6,948 | $308,526 | $310,680 | +$2,154 | +0.70% | |
| Brookstone Capital Management | 0.00% | 6,894 | $306,128 | $308,265 | +$2,137 | +0.70% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 6,597 | $292,940 | $294,985 | +$2,045 | +0.70% | |
| Ifp Advisors, Inc | 0.01% | 6,497 | $288,499 | $290,513 | +$2,014 | +0.70% | |
| Chris Bulman Inc | 0.10% | 6,393 | $283,881 | $285,863 | +$1,982 | +0.70% | |
| Img Wealth Management, Inc. | 0.18% | 6,755 | $282,928 | $302,050 | +$19,122 | +6.76% | |
| Integrated Advisors Network Llc | 0.01% | 6,730 | $281,881 | $300,932 | +$19,051 | +6.76% | |
| Wealthgarden F.S. Llc | 0.15% | 5,959 | $264,612 | $266,457 | +$1,845 | +0.70% | |
| Corient Private Wealth Llc | 0.00% | 6,200 | $259,682 | $277,233 | +$17,551 | +6.76% | |
| Harbour Investments, Inc. | 0.00% | 5,853 | $245,148 | $261,717 | +$16,569 | +6.76% | |
| Simplicity Wealth,Llc | 0.01% | 5,739 | $240,373 | $256,619 | +$16,246 | +6.76% | |
| Octavia Wealth Advisors, Llc | 0.02% | 5,005 | $222,247 | $223,799 | +$1,552 | +0.70% | |
| Hbk Sorce Advisory Llc | 0.00% | 4,944 | $216,967 | $221,071 | +$4,104 | +1.89% |
Frequently asked questions about XSEP
Who owns the most XSEP stock?
The largest holders of XSEP 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 U.S. EQUITY ENHANCE (XSEP).
Is XSEP widely held by superinvestors?
Many widely followed stocks like XSEP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSEP 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.