Who owns XIMR?
FT Vest U.S. Equity Buffer & Premium Income ETF - March · First Trust
24 institutions reported holding XIMR, worth $26.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XIMR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cetera Investment Advisers | Schaumburg, IL | $12.2M | 388,677 | −52,494 shares |
| Stephens Inc. | Little Rock, AR | $3.1M | 98,533 | −4,106 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.7M | 53,643 | +38,819 shares |
| Advisory Resource Group | Tulsa, OK | $1.4M | 42,987 | +14,175 shares |
| Rockefeller Capital Management L.P. | New York, NY | $774K | 24,597 | −2,580 shares |
| Castleview Partners, LLC | Dallas, TX | $728K | 23,117 | −4,245 shares |
| LVZ, Inc. | Holland, MI | $685K | 21,773 | +5,558 shares |
| Old Mission Capital LLC | Chicago, IL | $671K | 21,320 | +8,091 shares |
| Kestra Advisory Services, LLC | Austin, TX | $663K | 21,061 | −4,169 shares |
| Citadel Advisors LLC | Miami, FL | $600K | 19,052 | +12,519 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XIMR?
24 institutional managers reported holding XIMR in Form 13F filings for June 30, 2026, worth $26.3M in total. The largest reported position was held by Cetera Investment Advisers, at $12.2M.
Did institutions buy or sell XIMR last quarter?
Reported 13F value rose 5.6% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XIMR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.