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 79 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,961
shares
|
$379,498
0.03% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,218
shares
|
$348,032
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
7,980
shares
|
$337,953
0.07% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
7,936
shares
|
$336,089
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
7,776
shares
|
$329,313
0.07% of portfolio
|
Q3 2025
Reduced 54.91%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,259
shares
|
$307,418
0.0% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
7,145
shares
|
$302,590
0.02% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
6,825
shares
|
$289,038
0.0% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
6,570
shares
|
$278,239
0.19% of portfolio
|
Q3 2025
Reduced 17.1%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
6,427
shares
|
$272,183
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
6,390
shares
|
$270,616
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,265
shares
|
$265,322
0.0% of portfolio
|
Q3 2025
Reduced 21.82%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
6,205
shares
|
$262,781
0.12% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,436
shares
|
$230,214
0.01% of portfolio
|
Q2 2025
Reduced 19.14%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,362
shares
|
$227,080
0.0% of portfolio
|
Q3 2025
Reduced 16.86%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
5,128
shares
|
$217,170
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
5,062
shares
|
$214,375
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,775
shares
|
$202,221
0.0% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,743
shares
|
$200,866
0.0% of portfolio
|
Q3 2025
Added 23.29%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
4,224
shares
|
$178,886
0.07% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
3,681
shares
|
$155,890
0.08% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,925
shares
|
$123,873
0.02% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,470
shares
|
$62,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,180
shares
|
$49,973
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
750
shares
|
$31,762
0.0% of portfolio
|
Q4 2023
New holding
|
|