Ft Vest US Equity Enhance &
$40.470%
-$18.3M
Net Activity
-27.44% total shares
Institutions Holding
44
Popularity Rank
#6519
Avg Weight
0.14%
Total Value
$52.7M
44 institutions currently hold XOCT, with 21 net buyers and 19 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
19
Net Buying Institutions
21
Top 5 by Value
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Across its top 20 institutional holders, XOCT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 28/100).
XOCT ranks #6519 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
44 institutions disclose a position in XOCT, but none treat it as a major bet — even Sequent Planning LLC, its most concentrated holder, allocates just 1.8% of its own portfolio to it.
Beacon Financial Advisory LLC has added to its XOCT position for two straight quarters, increasing it by $30.5K to reach $393.1K today.
XOCT is down 0% today, and institutions have been net sellers of $18.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$29.6M
Total Buy Value
$42.0M
Total Sell Value
21
Net Buyers
19
Net Sellers
XOCT
Q2 2026
Top 5 Institutional Movers
-$28.7M
-$8.7M
+$7.6M
+$6.3M
+$3.9M
XOCT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33740F367
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,353
Total reported value
$864.4B
Held by 4353 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,273
Total reported value
$320.7B
Held by 4273 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 institutions — one of the most-tracked stocks on AlphaSMO
Access XOCT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XOCTCLI
npx alphasmo stocks get XOCT