FT Vest U.S. Equity Uncapped Accelerator is an exchange-traded fund on BATS. As of Q3 2025, 10 institutional investors hold shares in this ETF, with total holdings valued at $42.2M. Commonwealth Financial Services, LLC is the largest holder with a position valued at $27.7M.
Overview of institutional ownership in UXOC as of Q3 2025
Institutions with the largest positions in UXOC as of Q3 2025
| Institution | Position Value |
|---|---|
Commonwealth Financial Services, LLC RIA/Wealth | $27.7M 4.81% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $5.6M 0.03% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $3.0M 0.00% of portfolio |
C Capital CS Group, LLC RIA/Wealth | $2.5M 4.15% of portfolio |
A Advisory Services Network, LLC RIA/Wealth | $1.6M 0.02% of portfolio |
WORLD EQUITY GROUP, INC. RIA/Wealth | $971.5K 0.22% of portfolio |
LexAurum Advisors, LLC RIA/Wealth | $440.8K 0.07% of portfolio |
HBW Advisory Services LLC RIA/Wealth | $314.0K 0.04% of portfolio |
AE Wealth Management LLC RIA/Wealth | $56.1K 0.00% of portfolio |
Founders Financial Alliance, LLC RIA/Wealth | $7.9K 0.00% of portfolio |
Institutional buying and selling activity for UXOC in Q3 2025
| Institution | Net Bought |
|---|---|
Commonwealth Financial Services, LLC RIA/Wealth | +$5.0M +142.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$2.0M +57.6K shares |
A Advisory Services Network, LLC RIA/Wealth | +$1.6M +45.3K shares |
LexAurum Advisors, LLC RIA/Wealth | +$440.8K +12.6K shares |
C Capital CS Group, LLC RIA/Wealth | +$212.9K +6.1K shares |
Goss Wealth Management LLC RIA/Wealth | +$123.3K +3.5K shares |
HBW Advisory Services LLC RIA/Wealth | +$69.8K +2.0K shares |
AE Wealth Management LLC RIA/Wealth | +$56.1K +1.6K shares |
Founders Financial Alliance, LLC RIA/Wealth | +$7.9K +226.0 shares |
| Institution | Net Sold |
|---|---|
WORLD EQUITY GROUP, INC. RIA/Wealth | −$28.4K −813.0 shares |
Institutions that initiated new positions or completely exited UXOC in Q3 2025
| Institution | Position Value |
|---|---|
A Advisory Services Network, LLC RIA/Wealth | $1.6M 45.3K shares |
LexAurum Advisors, LLC RIA/Wealth | $440.8K 12.6K shares |
AE Wealth Management LLC RIA/Wealth | $56.1K 1.6K shares |
Founders Financial Alliance, LLC RIA/Wealth | $7.9K 226.0 shares |
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Institutions with the largest Call and Put options positions in UXOC as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with UXOC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Commonwealth Financial Services, LLC RIA/Wealth | 4.81% $27.7M |
C Capital CS Group, LLC RIA/Wealth | 4.15% $2.5M |
WORLD EQUITY GROUP, INC. RIA/Wealth | 0.22% $971.5K |
LexAurum Advisors, LLC RIA/Wealth | 0.07% $440.8K |
HBW Advisory Services LLC RIA/Wealth | 0.04% $314.0K |
Goss Wealth Management LLC RIA/Wealth | 0.03% $5.6M |
A Advisory Services Network, LLC RIA/Wealth | 0.02% $1.6M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $3.0M |
Founders Financial Alliance, LLC RIA/Wealth | 0.00% $7.9K |
AE Wealth Management LLC RIA/Wealth | 0.00% $56.1K |
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