FT VEST LADDERED MODERATE BU BUFZ
$27.91
-0.0% 52w: $24.43 – $27.93
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data24.4326.1827.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
123
+2 QoQ
13F value
$700.1M
+4.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BUFZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 4.4M | $114.8M | 0.0% | +9.4% |
| Forge Financial Services LLC | Wealth advisor | 4.1M | $108.9M | 11.0% | +39.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.9M | $77.4M | 0.0% | -1.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.9M | $49.3M | 0.1% | +7.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $35.8M | 0.0% | +10.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.1M | $28.6M | 0.1% | +2.6% |
| Cetera Investment Advisers | Wealth advisor | 1.0M | $26.5M | 0.0% | +21.9% |
| CWM, LLC | Wealth advisor | 906.0K | $23.8M | 0.1% | +3.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 887.9K | $23.3M | 0.0% | +36.8% |
| Jacobi Capital Management LLC | Wealth advisor | 881.6K | $23.2M | 1.3% | +13.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 757.9K | $19.9M | 0.0% | +6.4% |
| Rise Advisors, LLC | Wealth advisor | 699.1K | $18.4M | 6.5% | +6.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 547.0K | $14.4M | 0.2% | -1.7% |
| Geneos Wealth Management Inc. | Wealth advisor | 466.4K | $12.3M | 0.3% | -11.7% |
| CreativeOne Wealth, LLC | Wealth advisor | 409.0K | $10.7M | 0.2% | +23.5% |
| Richmond Investment Services, LLC | Wealth advisor | 305.0K | $8.0M | 1.3% | +9.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 221.0K | $5.8M | 0.0% | +6.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 201.4K | $5.3M | 0.1% | +57.1% |
| Kingsview Wealth Management, LLC | Wealth advisor | 180.3K | $4.7M | 0.1% | +46.0% |
| Goldenstone Wealth Management LLC | Wealth advisor | 155.6K | $4.1M | 3.0% | +8.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 115.4K | $3.0M | 0.0% | -26.9% |
| AdvisorNet Financial, Inc | Wealth advisor | 112.0K | $2.9M | 0.2% | +44.7% |
| Private Advisor Group, LLC | Wealth advisor | 110.6K | $2.9M | 0.0% | +8.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 106.7K | $2.8M | 0.0% | -41.6% |
| Visionary Wealth Advisors | Wealth advisor | 95.5K | $2.5M | 0.1% | -3.8% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 84.1K | $2.3M | 0.0% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 85.1K | $2.2M | 0.0% | +9.6% |
| WOLFF WIESE MAGANA LLC | Other | 83.9K | $2.2M | 1.2% | +75.0% |
| Comprehensive Financial Consultants Institutional, Inc. | Other | 80.7K | $2.1M | 0.6% | +15.7% |
| Brookstone Capital Management | Wealth advisor | 80.6K | $2.1M | 0.0% | +2.5% |
| StoneX Group Inc. | Wealth advisor | 78.1K | $2.1M | 0.1% | -16.4% |
| Mayfair Advisory Group, LLC | Wealth advisor | 76.3K | $2.0M | 0.7% | -10.8% |
| Atlas Private Wealth Advisors | Wealth advisor | 75.8K | $2.0M | 0.5% | -9.7% |
| Prospera Financial Services Inc | Diversified mechanical | 73.8K | $1.9M | 0.0% | +29.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 73.2K | $1.9M | 0.0% | -2.3% |
| Gallagher Fiduciary Advisors, LLC | Other | 72.1K | $1.9M | 0.1% | -0.2% |
| Prosperity Financial Group, Inc. | Wealth advisor | 71.3K | $1.9M | 0.7% | +8.1% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 66.5K | $1.7M | 0.0% | +5.8% |
| Ergawealth Advisors, Inc. | Wealth advisor | 59.8K | $1.6M | 0.7% | -7.5% |
| JPMORGAN CHASE & CO | Bank broker | 60.3K | $1.6M | 0.0% | +301525.0% |
| Atria Investments, Inc | Wealth advisor | 55.8K | $1.5M | 0.0% | -11.7% |
| Sunbelt Securities, Inc. | Diversified mechanical | 53.2K | $1.4M | 0.1% | -21.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 52.0K | $1.4M | 0.0% | +176.2% |
| Gateway Wealth Partners, LLC | Wealth advisor | 50.5K | $1.3M | 0.1% | +161.4% |
| Harvest Investment Services, LLC | Other | 49.3K | $1.3M | 0.2% | +4.4% |
| Keystone Wealth Services, LLC | Wealth advisor | 47.0K | $1.2M | 0.3% | New |
| Legacy Capital Wealth Partners, LLC | Other | 46.8K | $1.2M | 0.3% | +34.2% |
| Paragon Private Wealth Management, LLC | Other | 46.0K | $1.2M | 0.4% | +25.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 44.3K | $1.2M | 0.0% | +20.7% |
| PRIVATE TRUST CO NA | Diversified mechanical | 40.5K | $1.1M | 0.1% | +7.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.