Who owns XSEP?
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September · First Trust
70 institutions reported holding XSEP, worth $89.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XSEP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $13.2M | 296,856 | −13,862 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $13.1M | 295,404 | +75,052 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $10.4M | 234,857 | −10,768 shares |
| Cetera Investment Advisers | Schaumburg, IL | $8.6M | 194,448 | +31,542 shares |
| Kestra Advisory Services, LLC | Austin, TX | $7.6M | 171,033 | −6,720 shares |
| MML Investors Services, LLC | Springfield, MA | $6.6M | 149,246 | +72,195 shares |
| LPL Financial LLC | Fort Mill, SC | $2.4M | 54,913 | −4,497 shares |
| Kraematon Investment Advisors, Inc. | Braintree, MA | $1.8M | 41,417 | −6,378 shares |
| Mariner, LLC | Overland Park, KS | $1.6M | 36,840 | −4,290 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.2M | 27,614 | +10,752 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 XSEP?
70 institutional managers reported holding XSEP in Form 13F filings for June 30, 2026, worth $89.9M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $13.2M.
Did institutions buy or sell XSEP last quarter?
Reported 13F value rose 15.2% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 6 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 XSEP 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.