Who owns XMAR?
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March · First Trust
71 institutions reported holding XMAR, worth $114.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XMAR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cetera Investment Advisers | Schaumburg, IL | $12.8M | 299,663 | +72,791 shares |
| PFS Partners, LLC | Mine Hill, NJ | $12.2M | 285,666 | −7,625 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $10.7M | 250,907 | −14,083 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $9.1M | 212,913 | −411 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $9.1M | 212,872 | +158,303 shares |
| Aptus Capital Advisors, LLC | Fairhope, AL | $6.2M | 145,685 | −3,797 shares |
| Financial Guidance Group, Inc. | Palm Harbor, FL | $6.2M | 145,685 | −3,797 shares |
| Blue Bell Private Wealth Management, LLC | Blue Bell, PA | $4.5M | 104,976 | +186 shares |
| Kestra Advisory Services, LLC | Austin, TX | $4.1M | 95,777 | −25,324 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $3.1M | 72,118 | −1,380 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 XMAR?
71 institutional managers reported holding XMAR in Form 13F filings for June 30, 2026, worth $114.3M in total. The largest reported position was held by Cetera Investment Advisers, at $12.8M.
Did institutions buy or sell XMAR last quarter?
Reported 13F value rose 12.2% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 9 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 XMAR 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.