YSEP Institutional Ownership & Shareholders
FT VEST INTERNATIONAL EQUITY (YSEP) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $51.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lm Advisors Llc is currently the largest disclosed institutional shareholder of YSEP tracked by InsiderSet, reporting ownership valued at approximately $5.50M 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 $5.66M, representing an estimated gain of +2.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed YSEP value among the investors covered in this analysis. Major shareholders include Lm Advisors Llc, Us Bancorp \De\, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in FT VEST INTERNATIONAL EQUITY (YSEP).
This page ranks the largest institutional YSEP 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
63
Total Reported Value
$51.38M
Largest Holder
Lm Advisors Llc
Largest Position
$5.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lm Advisors Llc | 0.63% | 199,617 | $5,497,000 | $5,661,138 | +$164,138 | +2.99% | |
| Us Bancorp \De\ | 0.01% | 175,315 | $4,828,175 | $4,971,933 | +$143,758 | +2.98% | |
| Commonwealth Equity Services, Llc | 0.01% | 160,370 | $4,543,280 | $4,548,093 | +$4,813 | +0.11% | |
| Raymond James Financial Inc | 0.00% | 133,285 | $3,670,669 | $3,779,963 | +$109,294 | +2.98% | |
| Cetera Investment Advisers | 0.00% | 113,459 | $3,124,661 | $3,217,697 | +$93,036 | +2.98% | |
| Soa Wealth Advisors, Llc. | 0.41% | 89,438 | $2,463,123 | $2,536,462 | +$73,339 | +2.98% | |
| Osaic Holdings, Inc. | 0.00% | 77,715 | $2,140,215 | $2,203,997 | +$63,782 | +2.98% | |
| Lpl Financial Llc | 0.00% | 72,134 | $1,986,557 | $2,045,720 | +$59,163 | +2.98% | |
| Avantra Family Wealth, Inc. | 1.03% | 60,538 | $1,715,032 | $1,716,858 | +$1,826 | +0.11% | |
| Northcrest Asset Manangement, Llc | 0.04% | 59,769 | $1,680,584 | $1,695,049 | +$14,465 | +0.86% | |
| Modern Wealth Management, Llc | 0.02% | 52,764 | $1,453,121 | $1,496,387 | +$43,266 | +2.98% | |
| Susquehanna International Group, Llp | 0.00% | 40,591 | $1,117,876 | $1,151,161 | +$33,285 | +2.98% | |
| Kestra Advisory Services, Llc | 0.00% | 38,904 | $1,102,150 | $1,103,317 | +$1,167 | +0.11% | |
| Envestnet Asset Management Inc | 0.00% | 40,015 | $1,102,013 | $1,134,825 | +$32,812 | +2.98% | |
| Silver Oak Securities, Incorporated | 0.06% | 38,055 | $1,048,035 | $1,079,240 | +$31,205 | +2.98% | |
| Harbour Investments, Inc. | 0.01% | 29,474 | $811,714 | $835,883 | +$24,169 | +2.98% | |
| Ignite Planners, Llc | 0.10% | 27,208 | $770,803 | $771,619 | +$816 | +0.11% | |
| Rockefeller Capital Management L.P. | 0.00% | 25,949 | $714,635 | $735,914 | +$21,279 | +2.98% | |
| Noble Wealth Management Pbc | 0.31% | 24,030 | $680,770 | $681,491 | +$721 | +0.11% | |
| Wealthgarden F.S. Llc | 0.39% | 24,656 | $679,013 | $699,244 | +$20,231 | +2.98% | |
| Kintra Wealth, Llc | 0.03% | 23,539 | $666,389 | $667,566 | +$1,177 | +0.18% | |
| Corient Private Wealth Llc | 0.00% | 23,234 | $639,864 | $658,916 | +$19,052 | +2.98% | |
| Sunbelt Securities, Inc. | 0.04% | 23,641 | $618,694 | $670,459 | +$51,765 | +8.37% | |
| Ameritas Investment Partners, Inc. | 0.02% | 21,683 | $597,136 | $614,930 | +$17,794 | +2.98% | |
| Action Point Financial Planning, Llc | 0.06% | 20,848 | $574,098 | $591,249 | +$17,151 | +2.99% | |
| Janney Montgomery Scott Llc | 0.00% | 20,194 | $556,000 | $572,702 | +$16,702 | +3.00% | |
| Prospera Financial Services Inc | 0.01% | 17,724 | $488,106 | $502,653 | +$14,547 | +2.98% | |
| Arkadios Wealth Advisors | 0.01% | 16,053 | $442,100 | $455,263 | +$13,163 | +2.98% | |
| Kovack Advisors, Inc. | 0.02% | 14,417 | $396,612 | $408,866 | +$12,254 | +3.09% | |
| Jane Street Group, Llc | 0.00% | 14,338 | $394,869 | $406,626 | +$11,757 | +2.98% | |
| Five Pine Wealth Management | 0.22% | 13,917 | $394,269 | $394,686 | +$417 | +0.11% | |
| Diligent Investors, Llc | 0.09% | 13,750 | $389,538 | $389,950 | +$412 | +0.11% | |
| Mgo One Seven Llc | 0.01% | 13,741 | $389,283 | $389,695 | +$412 | +0.11% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 12,679 | $359,196 | $359,576 | +$380 | +0.11% | |
| 1776 Wealth Llc | 0.12% | 12,339 | $339,816 | $349,934 | +$10,118 | +2.98% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 71,828 | $339,077 | $2,037,042 | +$1,697,965 | +500.76% | |
| Winnow Wealth Llc | 0.21% | 10,977 | $310,986 | $311,308 | +$322 | +0.10% | |
| Grantvest Financial Group Llc | 0.16% | 9,510 | $269,428 | $269,704 | +$276 | +0.10% | |
| Legacy Solutions, Llc | 0.19% | 8,955 | $253,695 | $253,964 | +$269 | +0.11% | |
| Bfi Wealth Solutions, Llc | 0.14% | 7,452 | $211,115 | $211,339 | +$224 | +0.11% | |
| Anfield Capital Management, Llc | 0.06% | 7,710 | $201,774 | $218,656 | +$16,882 | +8.37% | |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | 5,700 | $161,481 | $161,652 | +$171 | +0.11% | |
| Farther Finance Advisors, Llc | 0.00% | 5,685 | $161,056 | $161,227 | +$171 | +0.11% | |
| Dhjj Financial Advisors, Ltd. | 0.04% | 4,924 | $139,497 | $139,645 | +$148 | +0.11% | |
| Morgan Stanley | 0.00% | 5,000 | $137,700 | $141,800 | +$4,100 | +2.98% | |
| Creative Financial Designs Inc | 0.01% | 4,986 | $137,314 | $141,403 | +$4,089 | +2.98% | |
| Ep Wealth Advisors, Llc | 0.00% | 4,780 | $131,641 | $135,561 | +$3,920 | +2.98% | |
| Benson Wealth Management Inc | 0.10% | 3,533 | $97,299 | $100,196 | +$2,897 | +2.98% | |
| Ogorek Anthony Joseph | 0.02% | 3,183 | $87,000 | $90,270 | +$3,270 | +3.76% | |
| Integrity Financial Corp | 0.03% | 2,481 | $68,327 | $70,361 | +$2,034 | +2.98% |
Frequently asked questions about YSEP
Who are the largest institutional holders of YSEP?
The largest institutional holders of YSEP reported in the latest SEC Form 13F filings include Lm Advisors Llc, Us Bancorp \De\, Commonwealth Equity Services, Llc, Raymond James Financial Inc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported YSEP position.
What is YSEP institutional ownership?
This page tracks YSEP positions reported by institutional investment managers through SEC Form 13F. FT VEST INTERNATIONAL EQUITY (YSEP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own YSEP?
InsiderSet currently tracks 63 institutional managers reporting YSEP 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 YSEP shareholders.
How much YSEP stock do institutions own?
Institutional investment managers disclosed approximately $51.38M in YSEP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was YSEP institutional ownership last updated?
The latest YSEP 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 YSEP 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 YSEP position after the reporting date.
Are institutions buying or selling YSEP?
Institutional buying and selling can be analyzed by comparing YSEP positions across consecutive 13F reporting periods. InsiderSet's YSEP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View YSEP ownership changes.
How has YSEP institutional ownership changed over time?
InsiderSet tracks YSEP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.