Who owns FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XMAR from SEC Form 13F filings across 72 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 72 institutions disclosed 2.7M shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March worth $114.4M — about 74.3% of shares outstanding; the largest disclosed holder is Cetera Investment Advisers. Source: SEC Form 13F filings, parsed by EvidInvest.
72
13F holders
$114.4M
value, 2026 filers
74.3%
of shares outstanding (2.7M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XMAR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 299,663 | $12.8M | 0.0% | 8.3% | +32.1% |
| 2 | PFS Partners, LLC | 285,666 | $12.2M | 4.9% | 7.9% | -2.6% |
| 3 | OSAIC HOLDINGS, INC. | 250,907 | $10.7M | 0.0% | 7% | -5.3% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 212,913 | $9.1M | 0.0% | 5.9% | -0.2% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 212,872 | $9.1M | 0.0% | 5.9% | +290.1% |
| 6 | Financial Guidance Group, Inc. | 145,685 | $6.2M | 2.3% | 4% | -2.5% |
| 7 | Aptus Capital Advisors, LLC | 145,685 | $6.2M | 0.0% | 4% | -2.5% |
| 8 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 104,976 | $4.5M | 0.6% | 2.9% | +0.2% |
| 9 | Kestra Advisory Services, LLC | 95,777 | $4.1M | 0.0% | 2.7% | -20.9% |
| 10 | Foundations Investment Advisors, LLC | 72,118 | $3.1M | 0.0% | 2% | -1.9% |
| 11 | REAP Financial Group, LLC | 56,181 | $2.4M | 0.4% | 1.6% | -4.7% |
| 12 | LPL Financial LLC | 52,066 | $2.2M | 0.0% | 1.4% | -7.6% |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | 47,915 | $2.0M | 0.0% | 1.3% | -8.0% |
| 14 | MML INVESTORS SERVICES, LLC | 43,368 | $1.9M | 0.0% | 1.2% | +54.5% |
| 15 | HARBOUR INVESTMENTS, INC. | 40,513 | $1.7M | 0.0% | 1.1% | -10.3% |
| 16 | INSIGNEO ADVISORY SERVICES, LLC | 38,505 | $1.6M | 0.1% | 1.1% | 0.0% |
| 17 | FIRST TRUST ADVISORS LP | 36,626 | $1.6M | 0.0% | 1% | +0.4% |
| 18 | HBK Sorce Advisory LLC | 32,422 | $1.4M | 0.0% | 0.9% | -3.4% |
| 19 | World Investment Advisors | 31,785 | $1.4M | 0.0% | 0.9% | -1.4% |
| 20 | CreativeOne Wealth, LLC | 30,189 | $1.3M | 0.0% | 0.8% | +53.9% |
| 21 | Arkadios Wealth Advisors | 29,459 | $1.3M | 0.0% | 0.8% | 0.0% |
| 22 | Brookstone Capital Management | 27,461 | $1.2M | 0.0% | 0.8% | -3.0% |
| 23 | Octavia Wealth Advisors, LLC | 23,422 | $1.0M | 0.1% | 0.7% | 0.0% |
| 24 | Diversify Advisory Services, LLCNEW | 23,275 | $996,082 | 0.0% | 0.6% | new |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | 23,275 | $996,082 | 0.0% | 0.6% | -2.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.