Evid Invest
Who owns XOCTWhat XOCT owns — n/a

Who owns FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October?

Institutional ownership of XOCT from SEC Form 13F filings across 34 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.

34

13F holders

$45.3M

value, 2026 filers

59.2%

of shares outstanding (1.1M sh)

8

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 XOCT's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Sequent Planning LLC208,561$8.2M1.8%10.8%-54.1%
2OLD MISSION CAPITAL LLC201,201$7.9M0.1%10.4%+358.7%
3ENVESTNET ASSET MANAGEMENT INCNEW191,294$7.6M0.0%9.9%new
4Cetera Investment Advisers116,792$4.6M0.0%6%+545.0%
5Aptus Capital Advisors, LLC85,082$3.4M0.0%4.4%-0.7%
6Kestra Advisory Services, LLC67,963$2.7M0.0%3.5%-5.2%
7OSAIC HOLDINGS, INC.27,670$1.1M0.0%1.4%+12.6%
8Diligent Investors, LLC27,018$1.1M0.2%1.4%-3.7%
9Signal Advisors Wealth, LLCNEW24,469$966,5720.0%1.3%new
10HARBOUR INVESTMENTS, INC.21,419$846,0910.0%1.1%-14.7%
11COMMONWEALTH EQUITY SERVICES, LLC20,616$814,3710.0%1.1%-4.4%
12MML INVESTORS SERVICES, LLCNEW14,516$573,4100.0%0.7%new
13Ignite Planners, LLC14,289$564,4430.1%0.7%-1.1%
14Ashton Thomas Private Wealth, LLC13,756$543,3880.0%0.7%0.0%
15Atria Investments, IncNEW12,510$494,1690.0%0.6%new
16PFS Partners, LLC11,796$465,9650.2%0.6%0.0%
17LPL Financial LLC10,011$395,4530.0%0.5%+3.1%
18Beacon Financial Advisory LLC9,730$384,3530.1%0.5%0.0%
19CROSSPOINT FINANCIAL, LLC9,604$379,3940.9%0.5%0.0%
20Summit Financial, LLCNEW8,250$325,8910.0%0.4%new
21HBK Sorce Advisory LLC7,580$302,9730.0%0.4%-13.6%
22AE Wealth Management LLC7,197$284,2950.0%0.4%-6.7%
23Sovran Advisors, LLC6,764$268,4290.0%0.3%0.0%
24Envestnet Portfolio Solutions, Inc.NEW6,738$266,1640.0%0.3%new
25JPMORGAN CHASE & CO6,594$260,1460.0%0.3%+307.8%

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 · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.