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 2.43 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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
8,218
shares
|
$345,813
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
8,104
shares
|
$341,016
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
8,014
shares
|
$337,229
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
7,980
shares
|
$335,798
0.07% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
7,925
shares
|
$333,484
0.25% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
7,569
shares
|
$318,503
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
7,334
shares
|
$308,614
0.02% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,259
shares
|
$305,458
0.0% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,449
shares
|
$271,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
6,390
shares
|
$268,891
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,237
shares
|
$262,452
0.02% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
6,205
shares
|
$261,106
0.12% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
5,620
shares
|
$236,489
0.03% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,436
shares
|
$228,746
0.01% of portfolio
|
Q2 2025
Reduced 19.14%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
5,128
shares
|
$215,786
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
5,062
shares
|
$213,008
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,653
shares
|
$195,798
0.0% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
4,059
shares
|
$170,802
0.07% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,847
shares
|
$161,881
0.0% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
3,755
shares
|
$158,010
0.05% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
3,681
shares
|
$154,896
0.08% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,925
shares
|
$123,084
0.02% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,118
shares
|
$89,125
0.0% of portfolio
|
Q2 2025
Reduced 28.45%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
1,960
shares
|
$82,476
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,470
shares
|
$61,857
0.0% of portfolio
|
Q2 2025
New holding
|