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 $90.11M 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 $13.41M, representing an estimated gain of +1.76% 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, Envestnet Asset Management Inc, Osaic Holdings, 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
69
Total Reported Value
$90.11M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$13.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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 | $13,413,438 | +$231,543 | +1.76% | |
| Envestnet Asset Management Inc | 0.00% | 295,404 | $13,117,415 | $13,347,830 | +$230,415 | +1.76% | |
| Osaic Holdings, Inc. | 0.01% | 234,857 | $10,429,200 | $10,612,014 | +$182,814 | +1.75% | |
| Cetera Investment Advisers | 0.01% | 194,448 | $8,634,463 | $8,786,133 | +$151,670 | +1.76% | |
| Kestra Advisory Services, Llc | 0.02% | 171,033 | $7,594,703 | $7,728,126 | +$133,423 | +1.76% | |
| Mml Investors Services, Llc | 0.01% | 149,246 | $6,627,269 | $6,743,681 | +$116,412 | +1.76% | |
| Lpl Financial Llc | 0.00% | 54,913 | $2,438,412 | $2,481,244 | +$42,832 | +1.76% | |
| Kraematon Investment Advisors, Inc | 1.37% | 41,417 | $1,839,122 | $1,871,427 | +$32,305 | +1.76% | |
| Mariner, Llc | 0.00% | 36,840 | $1,635,880 | $1,664,615 | +$28,735 | +1.76% | |
| Susquehanna International Group, Llp | 0.00% | 27,614 | $1,226,200 | $1,247,739 | +$21,539 | +1.76% | |
| Noble Wealth Management Pbc | 0.51% | 24,928 | $1,106,928 | $1,126,372 | +$19,444 | +1.76% | |
| Signal Advisors Wealth, Llc | 0.06% | 23,989 | $1,065,232 | $1,083,943 | +$18,711 | +1.76% | |
| Clear Point Advisors Inc. | 0.70% | 21,637 | $906,248 | $977,668 | +$71,420 | +7.88% | |
| Mutual Advisors, Llc | 0.02% | 19,829 | $880,507 | $895,973 | +$15,466 | +1.76% | |
| Diligent Investors, Llc | 0.19% | 19,497 | $865,764 | $880,972 | +$15,208 | +1.76% | |
| Citadel Advisors Llc | 0.00% | 18,049 | $801,466 | $815,544 | +$14,078 | +1.76% | |
| Blackhawk Capital Partners, Llc | 0.25% | 17,470 | $775,755 | $789,382 | +$13,627 | +1.76% | |
| Vestgen Advisors, Llc | 0.02% | 16,767 | $744,539 | $757,617 | +$13,078 | +1.76% | |
| Vestgen Investment Management | 0.39% | 16,767 | $744,539 | $757,617 | +$13,078 | +1.76% | |
| Millington Financial Advisors, Llc | 0.29% | 16,493 | $734,268 | $745,236 | +$10,968 | +1.49% | |
| Uptick Partners, Llc | 0.11% | 16,387 | $727,665 | $740,447 | +$12,782 | +1.76% | |
| Benson Wealth Management Inc | 0.71% | 15,849 | $703,775 | $716,137 | +$12,362 | +1.76% | |
| Creativeone Wealth, Llc | 0.01% | 14,463 | $642,230 | $653,511 | +$11,281 | +1.76% | |
| Atria Investments, Inc | 0.01% | 14,072 | $624,867 | $635,843 | +$10,976 | +1.76% | |
| Silver Oak Securities, Incorporated | 0.04% | 13,368 | $593,606 | $604,033 | +$10,427 | +1.76% | |
| First Heartland Consultants, Inc. | 0.04% | 13,077 | $580,684 | $590,884 | +$10,200 | +1.76% | |
| Sequent Planning Llc | 0.12% | 12,352 | $548,491 | $558,125 | +$9,634 | +1.76% | |
| Waverly Advisors, Llc | 0.00% | 11,954 | $530,817 | $540,141 | +$9,324 | +1.76% | |
| Ameriprise Financial Inc | 0.00% | 10,911 | $484,503 | $493,014 | +$8,511 | +1.76% | |
| Blue Bell Private Wealth Management, Llc | 0.06% | 10,839 | $481,306 | $489,760 | +$8,454 | +1.76% | |
| Sageguard Financial Group, Llc | 0.06% | 10,077 | $447,469 | $455,329 | +$7,860 | +1.76% | |
| Diversify Advisory Services, Llc | 0.01% | 9,225 | $410,835 | $416,832 | +$5,997 | +1.46% | |
| Diversify Wealth Management, Llc | 0.01% | 9,225 | $410,835 | $416,832 | +$5,997 | +1.46% | |
| Aptus Capital Advisors, Llc | 0.00% | 8,200 | $364,121 | $370,517 | +$6,396 | +1.76% | |
| Financial Guidance Group, Inc. | 0.14% | 8,200 | $364,121 | $370,517 | +$6,396 | +1.76% | |
| Summit Financial, Llc | 0.00% | 8,147 | $361,768 | $368,122 | +$6,354 | +1.76% | |
| Pfs Partners, Llc | 0.13% | 7,349 | $326,333 | $332,065 | +$5,732 | +1.76% | |
| Qtr Family Wealth, Llc | 0.11% | 6,948 | $308,526 | $313,945 | +$5,419 | +1.76% | |
| Brookstone Capital Management | 0.00% | 6,894 | $306,128 | $311,505 | +$5,377 | +1.76% | |
| Wood Tarver Financial Group, Llc | 0.07% | 6,767 | $300,000 | $305,767 | +$5,767 | +1.92% | |
| Img Wealth Management, Inc. | 0.17% | 6,755 | $299,956 | $305,225 | +$5,269 | +1.76% | |
| Integrated Advisors Network Llc | 0.01% | 6,730 | $298,846 | $304,095 | +$5,249 | +1.76% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 6,597 | $292,940 | $298,085 | +$5,145 | +1.76% | |
| Ifp Advisors, Inc | 0.01% | 6,497 | $288,499 | $293,567 | +$5,068 | +1.76% | |
| Chris Bulman Inc | 0.10% | 6,393 | $283,881 | $288,868 | +$4,987 | +1.76% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 6,346 | $281,794 | $286,744 | +$4,950 | +1.76% | |
| Corient Private Wealth Llc | 0.00% | 6,200 | $275,311 | $280,147 | +$4,836 | +1.76% | |
| Crosspoint Financial, Llc | 0.62% | 6,100 | $270,871 | $275,629 | +$4,758 | +1.76% | |
| Wealthgarden F.S. Llc | 0.15% | 5,959 | $264,612 | $269,257 | +$4,645 | +1.76% | |
| Harbour Investments, Inc. | 0.00% | 5,551 | $246,492 | $250,822 | +$4,330 | +1.76% |
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.