Ft Vest U.s. Equity Enhance
$45.050%
+$9.4M
Net Activity
+8.76% total shares
Institutions Holding
70
Popularity Rank
#5376
Avg Weight
0.09%
Total Value
$89.9M
70 institutions currently hold XSEP, with 19 net buyers and 32 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
32
Net Buying Institutions
19
Top 5 by Value
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Across its top 20 institutional holders, XSEP's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 27/100).
XSEP ranks #5376 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
70 institutions disclose a position in XSEP, but none treat it as a major bet — even Kraematon Investment Advisors, Inc, its most concentrated holder, allocates just 1.4% of its own portfolio to it.
Envestnet Asset Management Inc has added to its XSEP position for two straight quarters, increasing it by $8.5M to reach $13.1M today.
Mariner, LLC has trimmed its XSEP position for two straight quarters, cutting it by $511.3K while still holding $1.6M.
XSEP is down 0% today, but institutions show net buying of $9.4M this quarter — a divergence between today's price move and the underlying institutional flow.
+$12.1M
Total Buy Value
$4.9M
Total Sell Value
19
Net Buyers
32
Net Sellers
XSEP
Q2 2026
Top 5 Institutional Movers
+$3.9M
+$3.4M
+$1.8M
-$906.2K
+$519.9K
XSEP 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 2026-06-30 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
33740U810
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Access XSEP's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XSEPCLI
npx alphasmo stocks get XSEP