XMAR

Ft Vest Us Equity Enhance &

Latest period2026 - Q2Total superinvestors10

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 10 superinvestors own shares of Ft Vest Us Equity Enhance & (XMAR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Us Equity Enhance & (XMAR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Us Equity Enhance & (XMAR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Us Equity Enhance & (XMAR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
David Vollmer@Pfs Partners, Llc
Recent Activity
Decreased -2.59%
4.95%
$12.208M
285,666 shares@ 42.74 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -3.02%
0.02%
$1.174M
27,461 shares@ 42.74 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
0.09%
$1.001M
23,422 shares@ 42.74 avg price
Nancy Oliver@Cary Street Partners Financial Llc
Recent Activity
Decreased -12.02%
0.02%
$605,512
14,169 shares@ 42.74 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
0.04%
$386,111
9,035 shares@ 42.74 avg price
Andrew Walz@First Heartland Consultants, Inc.
Recent Activity
Decreased -55.71%
0.03%
$315,256
7,377 shares@ 42.74 avg price
Brian Dennen@Independent Financial Group, Llc
Recent Activity
0.01%
$262,350
6,139 shares@ 42.74 avg price
Sean P. Skuja@Envestnet Portfolio Solutions, Inc.
Recent Activity
New Position
0.01%
$242,008
5,663 shares@ 42.74 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
0.01%
$236,795
5,541 shares@ 42.74 avg price
Christopher Marcellus Brooks@Ifp Advisors, Inc
Recent Activity
0.01%
$41,795
978 shares@ 42.74 avg price

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