Who owns XJUL?
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July · First Trust
44 institutions reported holding XJUL, worth $31.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XJUL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Osaic Holdings, Inc. | Scottsdale, AZ | $5.0M | 122,929 | +1,434 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.3M | 57,038 | No change |
| Kestra Advisory Services, LLC | Austin, TX | $2.1M | 51,373 | −6,510 shares |
| Crosspoint Financial, LLC | Tustin, CA | $2.1M | 51,200 | No change |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.0M | 49,907 | +41,616 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.6M | 38,622 | −93,708 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.4M | 33,957 | −173,110 shares |
| World Investment Advisors | Lincroft, NJ | $1.3M | 32,649 | −1,646 shares |
| Diligent Investors, LLC | Redlands, CA | $1.3M | 31,987 | −3,750 shares |
| Griffith & Werner, Inc. | Canton, GA | $1.2M | 29,600 | 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 XJUL?
44 institutional managers reported holding XJUL in Form 13F filings for June 30, 2026, worth $31.2M in total. The largest reported position was held by Osaic Holdings, Inc., at $5.0M.
Did institutions buy or sell XJUL last quarter?
Reported 13F value fell 28.0% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 13 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 XJUL 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.