13F Insight
DOSSIER · 13F Holders · Q3 2026
TSEP

FTVESTEMBUFFETFSEP

14 institutions still hold FTVESTEMBUFFETFSEP as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F177·14 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$8M
visible holders
Holders
14
filers reporting
Concentration
66.23%
HFG Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

14 institutions reported TSEP in Q3 2026. HFG Wealth Management, LLC leads at 66.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HFG Wealth Management, LLC
CIK 0002027836
$5M193K5.06%Q3 202602
OLD MISSION CAPITAL LLC
CIK 0001455915
$780K30K0.01%Q2 202603
Ignite Planners, LLC
CIK 0001849348
$685K26K0.09%Q3 202604
CITADEL ADVISORS LLC
CIK 0001423053
$242K9K0.00%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$239K9K0.00%Q2 202606
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$221K9K0.00%Q2 202607
Anfield Capital Management, LLC
CIK 0001602020
$203K8K0.06%Q1 202608
Regatta Research & Money Management
CIK 0002137529
$64K2K0.06%Q2 202609
Capital Investment Advisory Services, LLC
CIK 0001659203
$60K2K0.00%Q2 202610
Integrity Financial Corp /WA
CIK 0001917704
$38K1K0.02%Q2 202611
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$16K6000.00%Q2 202612
IFP Advisors, Inc
CIK 0001641866
$5K1840.00%Q3 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$400.00%Q2 202614
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025