Skip to content
Disclosery

BUFG FIRST TR EXCHNG TRADED FD VI

Follow

VEST BUFFERED (fund)

89 managers (89 13F filers) reported a position in BUFG shares at 2026-06-30, 8,353,753 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
89
13F filers
89
New
9
Added
32
Reduced
29
Sold out
5
Shares held by filers
8,353,753

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC1,084,987$31.8M0.04%+35,89413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,063,649$31.2M0.01%-3,46413F-HRTimelineGroup
Centennial Wealth Advisory LLC765,916$22.5M4.85%+94,80113F-HRTimeline
LPL Financial LLC675,892$19.8M<0.01%-49,88013F-HRTimeline
Cetera Investment Advisers437,729$12.8M0.01%+27,22613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.401,362$11.8M0.01%+15713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC284,509$8.34M0.01%+14,53613F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …269,133$7.89M0.05%+10,67813F-HRTimelineGroup
FreeGulliver LLC240,658$7.06M2.49%-12,97513F-HRTimeline
Geneos Wealth Management Inc.225,181$6.6M0.13%+4,58213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…199,739$5.86M0.01%+7,46613F-HRTimelineGroup
Cambridge Investment Research Advisors,…195,614$5.74M0.01%+7,66713F-HR/ATimeline
WORLD EQUITY GROUP, INC.170,648$5M1.12%+2,02113F-HRTimeline
Tradition Wealth Management, LLC169,744$4.98M0.3%+34,95013F-HRTimeline
OneDigital Investment Advisors LLC142,866$4.19M0.04%+59,47013F-HRTimeline
Valmark Advisers, Inc.118,508$3.47M0.04%+34,48213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…113,545$3.35M0.01%+7,27013F-HRTimeline
Valtinson Bruner Financial Planning LLC109,900$3.22M0.81%+99413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC109,295$3.2M0.22%+58313F-HRTimeline
Integrated Wealth Concepts LLC107,294$3.15M0.02%+2,25913F-HRTimeline
Lunt Capital Management, Inc.86,670$2.54M0.93%-1,30613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,735$2.16M0.01%+23913F-HRTimelineGroup
Arkadios Wealth Advisors72,194$2.12M0.03%-78513F-HRTimeline
Mariner, LLCin group Mariner, LLC63,251$1.85M<0.01%+10,99513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…61,095$1.79M0.04%+18,46713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,636$1.78M<0.01%+50,77413F-HRTimelineGroup
Aptus Capital Advisors, LLC51,547$1.51M0.01%013F-HRTimeline
Sanctuary Advisors, LLC50,209$1.47M0.01%-6,09713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.48,136$1.41M0.4%-4,76813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management46,392$1.36M0.01%-37513F-HRTimelineGroup
Advisory Services Network, LLC45,178$1.32M0.02%-9,79513F-HRTimeline
HARBOUR INVESTMENTS, INC.38,528$1.13M0.02%+26,42713F-HRTimeline
Harvest Investment Services, LLC35,705$1.05M0.16%+13713F-HRTimeline
OLD MISSION CAPITAL LLC34,868$1.02M0.03%-40,44813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.33,155$972K0.02%-89513F-HRTimeline
NOVEM GROUP32,991$967K0.1%-17513F-HRTimeline
Gateway Wealth Partners, LLC31,981$938K0.06%-29,24513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,483$923K<0.01%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC29,977$879K0.08%013F-HRTimeline
Summit Financial, LLC28,516$836K0.01%new13F-HRTimeline
Financial Guidance Group, Inc.28,037$822K0.31%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26,833$786K0.02%+10413F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC26,012$763K0.23%+23613F-HRTimeline
PFG Advisors23,089$677K0.03%-1,52313F-HRTimeline
Private Advisor Group, LLC22,892$671K<0.01%-14,94113F-HRTimeline
American Trust21,730$637K0.05%+13013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,261$623K0.01%013F-HRTimelineGroup
IFP Advisors, Inc20,336$596K0.01%+46013F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC20,238$593K0.2%-5713F-HRTimelineGroup
Farther Finance Advisors, LLC18,953$556K<0.01%-1213F-HRTimeline
Clear Creek Financial Management, LLC18,925$555K0.04%-27513F-HRTimeline
DHJJ Financial Advisors, Ltd.17,726$520K0.15%-73113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,623$517K0.01%+1,18213F-HRTimelineGroup
Sigma Planning Corp16,825$493K0.01%-83413F-HRTimeline
BAM Wealth Management, LLC14,412$422K0.26%new13F-HRTimeline
Kovack Advisors, Inc.13,929$408K0.02%-5,26113F-HRTimeline
Janney Montgomery Scott LLC13,560$398K<0.01%+63913F-HRTimeline
HRT FINANCIAL LP12,002$351K<0.01%new13F-HRTimeline
SageGuard Financial Group, LLC11,659$342K0.05%-2,69113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,662$340K<0.01%+10,90713F-HRTimelineGroup
Crewe Advisors LLC11,115$326K0.02%013F-HRTimeline
Keystone Financial Group10,250$300K0.02%013F-HRTimeline
Foguth Wealth Management, LLC.10,232$299K0.03%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,831$288K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,647$283K<0.01%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC9,590$281K0.03%013F-HRTimeline
Atria Investments, Inc9,157$268K<0.01%+1,16013F-HRTimeline
Simplicity Wealth,LLC8,680$254K0.01%-48113F-HRTimeline
CENTAURUS FINANCIAL, INC.8,655$254K0.01%-8,13313F-HRTimeline
Prospera Financial Services Inc8,226$241K<0.01%new13F-HRTimeline
Kelly Financial Services LLC7,944$233K0.05%013F-HRTimeline
Mutual Advisors, LLC7,439$218K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC4,042$118K0.12%-15,18513F-HRTimeline
IFG Advisory, LLC3,797$111K<0.01%013F-HRTimeline
Global Retirement Partners, LLC2,353$69K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,165$63.5K<0.01%-68713F-HRTimeline
REAP Financial Group, LLC2,153$63.1K0.01%-3813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,899$56K<0.01%+1,47713F-HRTimelineGroup
PFS Partners, LLC1,258$36.9K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,112$32.6K0.01%013F-HRTimeline
Benson Wealth Management INC1,024$30K0.03%-42,14113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.989$29K0.02%013F-HRTimeline
IMG Wealth Management, Inc.611$17.9K0.01%-35213F-HRTimeline
NewEdge Advisors, LLC440$12.9K<0.01%013F-HRTimeline
Larson Financial Group LLC330$9.67K<0.01%013F-HRTimeline
Arax Advisory Partners300$8.79K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST245$7.18K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC79$2.32K<0.01%new13F-HRTimeline
AE Wealth Management LLC70$2.05K<0.01%new13F-HRTimeline