YDEC Institutional Ownership & Shareholders
FT VEST INTERNATIONAL EQUITY (YDEC) is currently held by 62 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $87.32M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ogorek Anthony Joseph is currently the largest disclosed institutional shareholder of YDEC tracked by InsiderSet, reporting ownership valued at approximately $22.01M 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 $22.32M, representing an estimated gain of +1.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed YDEC value among the investors covered in this analysis. Major shareholders include Ogorek Anthony Joseph, Luken Investment Analytics, Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in FT VEST INTERNATIONAL EQUITY (YDEC).
This page ranks the largest institutional YDEC 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
62
Total Reported Value
$87.32M
Largest Holder
Ogorek Anthony Joseph
Largest Position
$22.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 5.46% | 798,972 | $22,007,000 | $22,320,881 | +$313,881 | +1.43% | |
| Luken Investment Analytics, Llc | 5.55% | 576,492 | $15,879,414 | $16,105,457 | +$226,043 | +1.42% | |
| Commonwealth Equity Services, Llc | 0.01% | 255,400 | $7,112,900 | $7,135,110 | +$22,210 | +0.31% | |
| Cetera Investment Advisers | 0.01% | 242,756 | $6,686,690 | $6,781,874 | +$95,184 | +1.42% | |
| Us Bancorp \De\ | 0.01% | 167,620 | $4,617,093 | $4,682,800 | +$65,707 | +1.42% | |
| Lpl Financial Llc | 0.00% | 146,895 | $4,046,207 | $4,103,806 | +$57,599 | +1.42% | |
| Raymond James Financial Inc | 0.00% | 117,565 | $3,238,316 | $3,284,413 | +$46,097 | +1.42% | |
| Susquehanna International Group, Llp | 0.00% | 104,579 | $2,880,618 | $2,921,624 | +$41,006 | +1.42% | |
| Osaic Holdings, Inc. | 0.00% | 71,930 | $1,981,015 | $2,009,508 | +$28,493 | +1.44% | |
| Envestnet Asset Management Inc | 0.00% | 64,885 | $1,787,263 | $1,812,692 | +$25,429 | +1.42% | |
| Corient Private Wealth Llc | 0.00% | 42,386 | $1,167,518 | $1,184,138 | +$16,620 | +1.42% | |
| 1776 Wealth Llc | 0.39% | 40,304 | $1,110,170 | $1,125,973 | +$15,803 | +1.42% | |
| Old Mission Capital Llc | 0.02% | 32,784 | $903,032 | $915,887 | +$12,855 | +1.42% | |
| Kestra Advisory Services, Llc | 0.00% | 32,361 | $901,254 | $904,069 | +$2,815 | +0.31% | |
| Clear Point Advisors Inc. | 0.60% | 31,218 | $878,420 | $872,137 | -$6,283 | -0.72% | |
| Northcrest Asset Manangement, Llc | 0.02% | 28,383 | $785,897 | $792,936 | +$7,039 | +0.90% | |
| Bfi Wealth Solutions, Llc | 0.52% | 27,206 | $757,690 | $760,054 | +$2,364 | +0.31% | |
| Harbour Investments, Inc. | 0.01% | 26,460 | $728,838 | $739,213 | +$10,375 | +1.42% | |
| Jane Street Group, Llc | 0.00% | 19,370 | $533,545 | $541,140 | +$7,595 | +1.42% | |
| Anfield Capital Management, Llc | 0.15% | 20,117 | $529,077 | $562,009 | +$32,932 | +6.22% | |
| Mission Financial Group, Llc | 0.41% | 18,547 | $516,547 | $518,148 | +$1,601 | +0.31% | |
| Dhjj Financial Advisors, Ltd. | 0.14% | 18,148 | $505,422 | $507,001 | +$1,579 | +0.31% | |
| Kestra Private Wealth Services, Llc | 0.01% | 17,650 | $491,553 | $493,088 | +$1,535 | +0.31% | |
| Goldman Sachs Group Inc | 0.00% | 15,771 | $434,411 | $440,594 | +$6,183 | +1.42% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 15,371 | $428,082 | $429,420 | +$1,338 | +0.31% | |
| Ignite Planners, Llc | 0.05% | 14,205 | $395,610 | $396,845 | +$1,235 | +0.31% | |
| Kovack Advisors, Inc. | 0.02% | 14,189 | $389,914 | $396,398 | +$6,484 | +1.66% | |
| Silver Oak Securities, Incorporated | 0.02% | 13,996 | $385,518 | $391,006 | +$5,488 | +1.42% | |
| First Heartland Consultants, Inc. | 0.02% | 12,763 | $355,450 | $356,560 | +$1,110 | +0.31% | |
| Fragasso Financial Advisors Inc | 0.02% | 10,695 | $297,963 | $298,786 | +$823 | +0.28% | |
| Diligent Investors, Llc | 0.06% | 10,550 | $293,818 | $294,735 | +$917 | +0.31% | |
| Action Point Financial Planning, Llc | 0.03% | 10,649 | $293,325 | $297,501 | +$4,176 | +1.42% | |
| Insigneo Advisory Services, Llc | 0.01% | 10,636 | $292,968 | $297,138 | +$4,170 | +1.42% | |
| Integrity Financial Corp | 0.14% | 10,523 | $289,855 | $293,981 | +$4,126 | +1.42% | |
| Merit Financial Group, Llc | 0.00% | 10,202 | $281,013 | $285,013 | +$4,000 | +1.42% | |
| Soa Wealth Advisors, Llc. | 0.04% | 9,504 | $261,787 | $265,513 | +$3,726 | +1.42% | |
| Winnow Wealth Llc | 0.17% | 9,336 | $260,020 | $260,820 | +$800 | +0.31% | |
| Mutual Advisors, Llc | 0.00% | 8,199 | $225,841 | $229,055 | +$3,214 | +1.42% | |
| Grantvest Financial Group Llc | 0.13% | 8,030 | $223,636 | $224,334 | +$698 | +0.31% | |
| Asset Allocation Strategies Llc | 0.03% | 8,023 | $223,441 | $224,139 | +$698 | +0.31% | |
| Mariner, Llc | 0.00% | 7,915 | $218,018 | $221,121 | +$3,103 | +1.42% | |
| Prosperity Consulting Group, Llc | 0.01% | 7,558 | $208,184 | $211,148 | +$2,964 | +1.42% | |
| Creative Financial Designs Inc | 0.01% | 6,459 | $177,913 | $180,445 | +$2,532 | +1.42% | |
| Ep Wealth Advisors, Llc | 0.00% | 6,050 | $166,647 | $169,019 | +$2,372 | +1.42% | |
| Rockefeller Capital Management L.P. | 0.00% | 5,763 | $158,741 | $161,001 | +$2,260 | +1.42% | |
| Ifp Advisors, Inc | 0.00% | 5,373 | $149,638 | $150,106 | +$468 | +0.31% | |
| Capital Investment Advisory Services, Llc | 0.01% | 4,416 | $122,988 | $123,370 | +$382 | +0.31% | |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | 4,026 | $112,124 | $112,474 | +$350 | +0.31% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 32,338 | $109,510 | $903,427 | +$793,917 | +724.97% | |
| Sunbelt Securities, Inc. | 0.01% | 4,136 | $108,777 | $115,547 | +$6,770 | +6.22% |
Frequently asked questions about YDEC
Who are the largest institutional holders of YDEC?
The largest institutional holders of YDEC reported in the latest SEC Form 13F filings include Ogorek Anthony Joseph, Luken Investment Analytics, Llc, Commonwealth Equity Services, Llc, Cetera Investment Advisers, and Us Bancorp \De\. InsiderSet ranks institutional holders by their latest reported YDEC position.
What is YDEC institutional ownership?
This page tracks YDEC positions reported by institutional investment managers through SEC Form 13F. FT VEST INTERNATIONAL EQUITY (YDEC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own YDEC?
InsiderSet currently tracks 62 institutional managers reporting YDEC 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 YDEC shareholders.
How much YDEC stock do institutions own?
Institutional investment managers disclosed approximately $87.32M in YDEC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was YDEC institutional ownership last updated?
The latest YDEC 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 YDEC 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 YDEC position after the reporting date.
Are institutions buying or selling YDEC?
Institutional buying and selling can be analyzed by comparing YDEC positions across consecutive 13F reporting periods. InsiderSet's YDEC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View YDEC ownership changes.
How has YDEC institutional ownership changed over time?
InsiderSet tracks YDEC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.