13F Insight
DOSSIER · 13F Holders · Q1 2026
TSEP

FTVESTEMBUFFETFSEP

15 institutions still hold FTVESTEMBUFFETFSEP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F177·15 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$12M
visible holders
Holders
15
filers reporting
Concentration
73.08%
HFG Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported TSEP in Q1 2026. HFG Wealth Management, LLC leads at 73.1% 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
$9M378K5.01%Q1 202602
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M43K0.02%Q1 202603
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$867K36K0.00%Q1 202604
Ignite Planners, LLC
CIK 0001849348
$664K26K0.09%Q2 202605
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$205K9K0.00%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$205K9K0.00%Q1 202607
Anfield Capital Management, LLC
CIK 0001602020
$203K8K0.06%Q1 202608
Capital Investment Advisory Services, LLC
CIK 0001659203
$60K2K0.00%Q2 202609
TWIN PEAKS WEALTH ADVISORS, LLC
CIK 0002006218
$36K2K0.01%Q1 202610
Integrity Financial Corp /WA
CIK 0001917704
$35K1K0.02%Q1 202611
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$14K6000.00%Q1 202612
UBS Group AG
CIK 0001610520
$10K4330.00%Q1 202613
Advisory Services Network, LLC
CIK 0001573876
$8K3470.00%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$6K2420.00%Q1 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025