XSEP Institutional Ownership & Shareholders
FT VEST U.S. EQUITY ENHANCE (XSEP) is currently held by 66 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $82.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of XSEP tracked by InsiderSet, reporting ownership valued at approximately $13.12M 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 $13.37M, representing an estimated gain of +1.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed XSEP value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Osaic Holdings, Inc., Cetera Investment Advisers, 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
66
Total Reported Value
$82.86M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$13.12M
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 |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.00% | 295,404 | $13,117,415 | $13,367,238 | +$249,823 | +1.90% | |
| Osaic Holdings, Inc. | 0.01% | 234,857 | $10,429,200 | $10,627,444 | +$198,244 | +1.90% | |
| Cetera Investment Advisers | 0.01% | 194,448 | $8,634,463 | $8,798,908 | +$164,445 | +1.90% | |
| Commonwealth Equity Services, Llc | 0.01% | 167,367 | $7,577,700 | $7,573,474 | -$4,226 | -0.06% | |
| Kestra Advisory Services, Llc | 0.02% | 162,020 | $7,335,614 | $7,331,518 | -$4,096 | -0.06% | |
| Mml Investors Services, Llc | 0.01% | 149,246 | $6,627,269 | $6,753,486 | +$126,217 | +1.90% | |
| Lpl Financial Llc | 0.00% | 54,913 | $2,438,412 | $2,484,852 | +$46,440 | +1.90% | |
| Mariner, Llc | 0.00% | 36,840 | $1,635,880 | $1,667,036 | +$31,156 | +1.90% | |
| Kraematon Investment Advisors, Inc | 1.13% | 33,503 | $1,516,885 | $1,516,034 | -$851 | -0.06% | |
| Susquehanna International Group, Llp | 0.00% | 27,614 | $1,226,200 | $1,249,553 | +$23,353 | +1.90% | |
| Signal Advisors Wealth, Llc | 0.05% | 26,776 | $1,212,313 | $1,211,633 | -$680 | -0.06% | |
| Noble Wealth Management Pbc | 0.46% | 21,890 | $991,094 | $990,538 | -$556 | -0.06% | |
| Clear Point Advisors Inc. | 0.67% | 21,572 | $976,696 | $976,148 | -$548 | -0.06% | |
| Mutual Advisors, Llc | 0.02% | 19,829 | $880,507 | $897,276 | +$16,769 | +1.90% | |
| Diligent Investors, Llc | 0.19% | 18,852 | $853,545 | $853,066 | -$479 | -0.06% | |
| Citadel Advisors Llc | 0.00% | 18,049 | $801,466 | $816,730 | +$15,264 | +1.90% | |
| Blackhawk Capital Partners, Llc | 0.25% | 17,470 | $775,755 | $790,530 | +$14,775 | +1.90% | |
| Vestgen Investment Management | 0.39% | 16,767 | $744,539 | $758,718 | +$14,179 | +1.90% | |
| Millington Financial Advisors, Llc | 0.29% | 16,493 | $734,268 | $746,320 | +$12,052 | +1.64% | |
| Uptick Partners, Llc | 0.11% | 16,387 | $727,665 | $741,523 | +$13,858 | +1.90% | |
| Benson Wealth Management Inc | 0.71% | 15,849 | $703,775 | $717,178 | +$13,403 | +1.90% | |
| Creativeone Wealth, Llc | 0.01% | 14,463 | $642,230 | $654,461 | +$12,231 | +1.90% | |
| Silver Oak Securities, Incorporated | 0.04% | 13,368 | $593,606 | $604,911 | +$11,305 | +1.90% | |
| First Heartland Consultants, Inc. | 0.04% | 12,819 | $580,394 | $580,069 | -$325 | -0.06% | |
| Sequent Planning Llc | 0.12% | 12,352 | $548,491 | $558,937 | +$10,446 | +1.90% | |
| Waverly Advisors, Llc | 0.00% | 11,954 | $530,817 | $540,927 | +$10,110 | +1.90% | |
| Blue Bell Private Wealth Management, Llc | 0.06% | 10,839 | $490,748 | $490,472 | -$276 | -0.06% | |
| Ameriprise Financial Inc | 0.00% | 10,911 | $484,503 | $493,730 | +$9,227 | +1.90% | |
| Sageguard Financial Group, Llc | 0.06% | 10,077 | $447,469 | $455,991 | +$8,522 | +1.90% | |
| Diversify Advisory Services, Llc | 0.01% | 9,225 | $420,338 | $417,438 | -$2,900 | -0.69% | |
| Diversify Wealth Management, Llc | 0.01% | 9,225 | $420,338 | $417,438 | -$2,900 | -0.69% | |
| Financial Guidance Group, Inc. | 0.13% | 8,200 | $371,264 | $371,056 | -$208 | -0.06% | |
| Aptus Capital Advisors, Llc | 0.00% | 8,200 | $364,121 | $371,056 | +$6,935 | +1.90% | |
| Summit Financial, Llc | 0.00% | 8,147 | $361,768 | $368,657 | +$6,889 | +1.90% | |
| Brookstone Capital Management | 0.00% | 7,485 | $338,892 | $338,701 | -$191 | -0.06% | |
| Pfs Partners, Llc | 0.14% | 7,412 | $335,587 | $335,398 | -$189 | -0.06% | |
| Chris Bulman Inc | 0.11% | 7,089 | $320,963 | $320,782 | -$181 | -0.06% | |
| Qtr Family Wealth, Llc | 0.12% | 6,948 | $314,578 | $314,402 | -$176 | -0.06% | |
| Ifp Advisors, Inc | 0.01% | 6,808 | $308,240 | $308,067 | -$173 | -0.06% | |
| Img Wealth Management, Inc. | 0.16% | 6,755 | $305,840 | $305,668 | -$172 | -0.06% | |
| Integrated Advisors Network Llc | 0.01% | 6,730 | $304,709 | $304,537 | -$172 | -0.06% | |
| Wood Tarver Financial Group, Llc | 0.07% | 6,767 | $300,000 | $306,211 | +$6,211 | +2.07% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 6,597 | $292,940 | $298,519 | +$5,579 | +1.90% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 6,346 | $281,794 | $287,161 | +$5,367 | +1.90% | |
| Corient Private Wealth Llc | 0.00% | 6,200 | $275,311 | $280,554 | +$5,243 | +1.90% | |
| Crosspoint Financial, Llc | 0.62% | 6,100 | $270,871 | $276,029 | +$5,158 | +1.90% | |
| Wealthgarden F.S. Llc | 0.15% | 5,959 | $264,612 | $269,649 | +$5,037 | +1.90% | |
| Simplicity Wealth,Llc | 0.01% | 5,739 | $259,840 | $259,694 | -$146 | -0.06% | |
| Harbour Investments, Inc. | 0.00% | 5,551 | $246,492 | $251,187 | +$4,695 | +1.90% | |
| Grant Street Asset Management, Inc. | 0.04% | 4,940 | $223,664 | $223,538 | -$126 | -0.06% |
Frequently asked questions about XSEP
Who are the largest institutional holders of XSEP?
The largest institutional holders of XSEP reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Osaic Holdings, Inc., Cetera Investment Advisers, Commonwealth Equity Services, Llc, and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported XSEP position.
What is XSEP institutional ownership?
This page tracks XSEP positions reported by institutional investment managers through SEC Form 13F. FT VEST U.S. EQUITY ENHANCE (XSEP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XSEP?
InsiderSet currently tracks 66 institutional managers reporting XSEP 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 XSEP shareholders.
How much XSEP stock do institutions own?
Institutional investment managers disclosed approximately $82.86M in XSEP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XSEP institutional ownership last updated?
The latest XSEP 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 XSEP 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 XSEP position after the reporting date.
Are institutions buying or selling XSEP?
Institutional buying and selling can be analyzed by comparing XSEP positions across consecutive 13F reporting periods. InsiderSet's XSEP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XSEP ownership changes.
How has XSEP institutional ownership changed over time?
InsiderSet tracks XSEP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.