Who owns XISE?
FT Vest U.S. Equity Buffer & Premium Income ETF - September · First Trust
42 institutions reported holding XISE, worth $24.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XISE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Advisory Resource Group | Tulsa, OK | $4.2M | 138,505 | −1,319 shares |
| Stephens Inc. | Little Rock, AR | $3.1M | 101,873 | −3,380 shares |
| Advisory Services Network, LLC | Atlanta, GA | $1.9M | 63,017 | +790 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.8M | 57,753 | +28,246 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.4M | 46,051 | −2,462 shares |
| Mariner, LLC | Overland Park, KS | $1.1M | 35,143 | −2,288 shares |
| Triad Wealth Partners, LLC | Lawrence, KS | $1.0M | 34,576 | −111,715 shares |
| Kestra Advisory Services, LLC | Austin, TX | $945K | 31,015 | −4,398 shares |
| Old Mission Capital LLC | Chicago, IL | $774K | 25,410 | +2,145 shares |
| Presidio Capital Management, LLC | San Diego, CA | $645K | 21,166 | No change |
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 XISE?
42 institutional managers reported holding XISE in Form 13F filings for June 30, 2026, worth $24.3M in total. The largest reported position was held by Advisory Resource Group, at $4.2M.
Did institutions buy or sell XISE last quarter?
Reported 13F value fell 11.2% from March 31, 2026, which includes price moves as well as buying and selling. 2 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 XISE 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.