Institutional Ownership Ft Exch Trd Fd Viii Cboe Vest (XJUN)
This table provides information about the institutional ownership of Ft Exch Trd Fd Viii Cboe Vest (XJUN). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 2.44 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
306,705
shares
|
$12.8 Million
0.07% of portfolio
|
Q2 2025
Added 2.89%
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
277,673
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
263,488
shares
|
$11 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
220,801
shares
|
$9.21 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
97,724
shares
|
$4.08 Million
0.11% of portfolio
|
Q2 2025
Added 1.9%
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
94,380
shares
|
$3.94 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
54,595
shares
|
$2.28 Million
0.07% of portfolio
|
Q2 2025
Added 2.75%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,630
shares
|
$2.24 Million
0.15% of portfolio
|
Q4 2022
Added 0.86%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
53,437
shares
|
$2.23 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
51,926
shares
|
$2.17 Million
3.42% of portfolio
|
Q1 2025
Added 7.39%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
51,818
shares
|
$2.16 Million
0.12% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
48,485
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 15.75%
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
47,235
shares
|
$1.97 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,162
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
36,820
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.25%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
32,421
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
30,846
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
30,448
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
29,324
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
27,427
shares
|
$1.14 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
24,702
shares
|
$1.03 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
23,103
shares
|
$964,088
0.01% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
21,559
shares
|
$899,657
0.22% of portfolio
|
Q4 2024
Added 0.0%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
21,064
shares
|
$879,000
0.03% of portfolio
|
Q2 2025
Added 17.39%
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
20,754
shares
|
$866,064
0.53% of portfolio
|
Q2 2025
Reduced 2.48%
|