XAUG Institutional Ownership
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - August
1W: -0.1%
YTD: +0.3%
$39.77
+0.09 (+0.24%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XAUG
43
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
4
New Positions
5
Increased
22
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (43 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Diligent Investors, LLC | 36,954 | $1M | -1,861 | -4.8% | 12Q | SEC ↗ |
| 2 | OLD MISSION CAPITAL LLC | 35,979 | $1M | +13,075 | +57.1% | 3Q | SEC ↗ |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,057 | $1M | +21,603 | +160.6% | 2Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 31,180 | $1M | +4,805 | +18.2% | 12Q | SEC ↗ |
| 5 | Ashton Thomas Private Wealth, LLC | 26,285 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 25,236 | $1M | -108,627 | -81.1% | 12Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 24,216 | $963K | +3,627 | +17.6% | 5Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 22,973 | $914K | -6,213 | -21.3% | 8Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 14,992 | $596K | -920 | -5.8% | 12Q | SEC ↗ |
| 10 | LPL Financial LLC | 14,822 | $590K | -299 | -2.0% | 7Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 14,733 | $586K | -145,018 | -90.8% | 8Q | SEC ↗ |
| 12 | Summit Financial, LLC NEW | 13,021 | $518K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Corient Private Wealth LP | 11,600 | $461K | — | +0.0% | 5Q | SEC ↗ |
| 14 | SILVER OAK SECURITIES, INCORPORATED | 11,023 | $438K | -1,067 | -8.8% | 4Q | SEC ↗ |
| 15 | CROSSPOINT FINANCIAL, LLC | 10,291 | $409K | -4,000 | -28.0% | 4Q | SEC ↗ |
| 16 | 1776 Wealth LLC | 9,649 | $384K | — | +0.0% | 12Q | SEC ↗ |
| 17 | Mutual Advisors, LLC | 8,417 | $335K | -375 | -4.3% | 12Q | SEC ↗ |
| 18 | TRUIST FINANCIAL CORP | 7,503 | $298K | +1,347 | +21.9% | 8Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC NEW | 7,413 | $295K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Foundations Investment Advisors, LLC | 6,627 | $264K | -553 | -7.7% | 11Q | SEC ↗ |
| 21 | BARCLAYS PLC | 5,313 | $211K | — | +0.0% | 8Q | SEC ↗ |
| 22 | HARBOUR INVESTMENTS, INC. | 4,349 | $173K | -2,158 | -33.2% | 8Q | SEC ↗ |
| 23 | CENTAURUS FINANCIAL, INC. | 3,996 | $159K | — | +0.0% | 8Q | SEC ↗ |
| 24 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 3,652 | $145K | — | +0.0% | 12Q | SEC ↗ |
| 25 | PFS Partners, LLC | 3,154 | $125K | -65 | -2.0% | 8Q | SEC ↗ |
| 26 | JPMORGAN CHASE & CO NEW | 3,082 | $123K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Farther Finance Advisors, LLC | 2,503 | $100K | — | +0.0% | 3Q | SEC ↗ |
| 28 | Steward Partners Investment Advisory, | 1,900 | $76K | -300 | -13.6% | 11Q | SEC ↗ |
| 29 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,258 | $50K | — | +0.0% | 8Q | SEC ↗ |
| 30 | DHJJ Financial Advisors, Ltd. | 1,176 | $47K | — | +0.0% | 11Q | SEC ↗ |
| 31 | Smartleaf Asset Management LLC | 544 | $22K | — | +0.0% | 2Q | SEC ↗ |
| 32 | Geneos Wealth Management Inc. | 458 | $18K | — | +0.0% | 4Q | SEC ↗ |
| 33 | UBS Group AG NEW | 323 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Capital Investment Advisory Services, | 158 | $6K | -642 | -80.2% | 2Q | SEC ↗ |
| 35 | Crewe Advisors LLC | 10 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 36 | Patriot Financial Group Insurance Agen | 0 | $0K | -9,650 | -100.0% | 1Q | SEC ↗ |
| 37 | Signal Advisors Wealth, LLC | 0 | $0K | -17,942 | -100.0% | 1Q | SEC ↗ |
| 38 | Bouchey Financial Group Ltd | 0 | $0K | -17,327 | -100.0% | 4Q | SEC ↗ |
| 39 | CreativeOne Wealth, LLC | 0 | $0K | -15,590 | -100.0% | 1Q | SEC ↗ |
| 40 | Advisory Services Network, LLC | 0 | $0K | -3,416 | -100.0% | 1Q | SEC ↗ |
| 41 | MML INVESTORS SERVICES, LLC | 0 | $0K | -7,961 | -100.0% | 1Q | SEC ↗ |
| 42 | VestGen Investment Management | 0 | $0K | -14,667 | -100.0% | 1Q | SEC ↗ |
| 43 | VestGen Advisors, LLC | 0 | $0K | -13,683 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Summit Financial, LLC | 13,021 | $518K |
| GOLDMAN SACHS GROUP INC | 7,413 | $295K |
| JPMORGAN CHASE & CO | 3,082 | $123K |
| UBS Group AG | 323 | $13K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Signal Advisors Wealth, LLC | 17,942 | $714K |
| Bouchey Financial Group Ltd | 17,327 | $689K |
| CreativeOne Wealth, LLC | 15,590 | $620K |
| VestGen Investment Management | 14,667 | $583K |
| VestGen Advisors, LLC | 13,683 | $544K |
| Patriot Financial Group Insurance A | 9,650 | $384K |
| MML INVESTORS SERVICES, LLC | 7,961 | $317K |
| Advisory Services Network, LLC | 3,416 | $136K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +21,603 | +160.6% | 35,057 |
| OLD MISSION CAPITAL LLC | +13,075 | +57.1% | 35,979 |
| OSAIC HOLDINGS, INC. | +4,805 | +18.2% | 31,180 |
| CITADEL ADVISORS LLC | +3,627 | +17.6% | 24,216 |
| TRUIST FINANCIAL CORP | +1,347 | +21.9% | 7,503 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -145,018 | -90.8% | 14,733 |
| Cetera Investment Advisers | -108,627 | -81.1% | 25,236 |
| Kestra Advisory Services, LLC | -6,213 | -21.3% | 22,973 |
| CROSSPOINT FINANCIAL, LLC | -4,000 | -28.0% | 10,291 |
| HARBOUR INVESTMENTS, INC. | -2,158 | -33.2% | 4,349 |
| Diligent Investors, LLC | -1,861 | -4.8% | 36,954 |
| SILVER OAK SECURITIES, INCORPORATED | -1,067 | -8.8% | 11,023 |
| COMMONWEALTH EQUITY SERVICES, LLC | -920 | -5.8% | 14,992 |
| Capital Investment Advisory Service | -642 | -80.2% | 158 |
| Foundations Investment Advisors, LL | -553 | -7.7% | 6,627 |
| Mutual Advisors, LLC | -375 | -4.3% | 8,417 |
| Steward Partners Investment Advisor | -300 | -13.6% | 1,900 |
| LPL Financial LLC | -299 | -2.0% | 14,822 |
| PFS Partners, LLC | -65 | -2.0% | 3,154 |