Who owns XOCT?
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October · First Trust
43 institutions reported holding XOCT, worth $52.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XOCT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sequent Planning LLC | Omaha, NE | $8.2M | 208,561 | −246,048 shares |
| Old Mission Capital LLC | Chicago, IL | $7.9M | 201,201 | +157,340 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $7.6M | 191,294 | New position |
| Cetera Investment Advisers | Schaumburg, IL | $4.6M | 116,792 | +98,686 shares |
| Aptus Capital Advisors, LLC | Fairhope, AL | $3.4M | 85,082 | −582 shares |
| Financial Guidance Group, Inc. | Palm Harbor, FL | $3.4M | 85,082 | −582 shares |
| Kestra Advisory Services, LLC | Austin, TX | $2.7M | 67,963 | −3,756 shares |
| Secured Retirement Advisors, LLC | St Louis Park, MN | $1.3M | 33,093 | +661 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.1M | 27,670 | +3,099 shares |
| Diligent Investors, LLC | Redlands, CA | $1.1M | 27,018 | −1,025 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 XOCT?
43 institutional managers reported holding XOCT in Form 13F filings for June 30, 2026, worth $52.4M in total. The largest reported position was held by Sequent Planning LLC, at $8.2M.
Did institutions buy or sell XOCT last quarter?
Reported 13F value fell 23.8% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 3 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 XOCT 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.