Who Owns YSEP?
FT Vest International Equity Moderate Buffer ETF - September — Institutional Ownership & 13F Holdings
$27.00
+0.32 (+1.19%)
Market Cap
$122.7M
Shares Outstanding
4,650,334
Institutional Holders
49
Total Inst. Value
$101.6M
% of Float Held
—
QoQ Holder Change
+32
Institutional data as of Q1 2025
New Positions
12
Closed Positions
4
Increased
16
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SILVER OAK SECURITIES, INCORPORATED | $28.3M | 946,144 |
| 2 | OGOREK ANTHONY JOSEPH /NY/ /ADVNew | $11.8M | 520,533 |
| 3 | Luken Investment Analytics, LLCNew | $7.6M | 336,458 |
| 4 | Sterling Manor Financial, LLCNew | $6.2M | 272,659 |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.9M | 217,697 |
| 6 | Rockefeller Capital Management L.P. | $4.5M | 199,962 |
| 7 | LM Advisors LLC | $4.4M | 195,280 |
| 8 | SOA Wealth Advisors, LLC. | $4.4M | 192,938 |
| 9 | HighTower Advisors, LLCNew | $3.6M | 159,469 |
| 10 | OSAIC HOLDINGS, INC. | $3.4M | 149,867 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | +889K | $28.3M |
| OGOREK ANTHONY JOSEPH /NY/ /ADVNew | +521K | $11.8M |
| Luken Investment Analytics, LLCNew | +336K | $7.6M |
| Sterling Manor Financial, LLCNew | +273K | $6.2M |
| Rockefeller Capital Management L.P. | +18K | $4.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -20K | $4.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -14K | $259K |
| Brookstone Capital Management | -9K | $2K |
| ENVESTNET ASSET MANAGEMENT INC | -5K | $910K |
| Chris Bulman Inc | -4K | $2.1M |
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Frequently Asked Questions
How many institutional investors hold YSEP?
As of Q1 2025, 49 institutional investors report holding YSEP (FT Vest International Equity Moderate Buffer ETF - September) in their 13F filings.
Which hedge fund owns the most YSEP?
The largest institutional holder of YSEP is SILVER OAK SECURITIES, INCORPORATED with $28.3M in shares.
Are institutions buying or selling YSEP?
This quarter, 12 institutions opened new positions in YSEP and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.