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Disclosery

BUFG FIRST TR EXCHNG TRADED FD VI

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VEST BUFFERED (fund)

88 managers (88 13F filers) reported a position in BUFG shares at 2025-12-31, 7,895,464 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
88
13F filers
88
New
9
Added
27
Reduced
35
Sold out
2
Shares held by filers
7,895,464

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,020,931$28.1M0.04%+36,64913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC713,299$19.6M0.01%-409,69313F-HRTimelineGroup
LPL Financial LLC697,957$19.2M0.01%-89,21413F-HRTimeline
Centennial Wealth Advisory LLC636,956$17.5M4.64%+30,59413F-HRTimeline
Cetera Investment Advisers412,001$11.3M0.01%+5,86313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.291,967$8.03M0.01%-58,63413F-HRTimelineGroup
CWM, LLCin group CWM, LLC279,939$7.7M0.02%-4,41613F-HRTimelineGroup
FreeGulliver LLC262,783$7.23M3.23%-17,05213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …260,221$7.16M0.05%13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC251,922$6.93M0.01%+5,85313F-HRTimelineGroup
Geneos Wealth Management Inc.218,584$6.02M0.15%+6,61613F-HRTimeline
Cambridge Investment Research Advisors,…183,075$5.04M0.01%+8,54913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…176,857$4.87M0.01%+152,02113F-HR/ATimelineGroup
WORLD EQUITY GROUP, INC.168,068$4.63M1.29%-2,34213F-HRTimeline
Ellsworth Advisors, LLC129,807$3.6M0.71%+1,80513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…110,335$3.06M<0.01%-713F-HRTimeline
Valtinson Bruner Financial Planning LLC108,546$2.99M0.86%-60113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC107,990$2.97M0.23%+11,13213F-HRTimeline
Integrated Wealth Concepts LLC105,886$2.91M0.03%+6,82913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV93,968$2.59M0.69%+5,59313F-HRTimeline
Lunt Capital Management, Inc.87,690$2.41M0.9%-13,83313F-HRTimeline
Tradition Wealth Management, LLC85,155$2.34M0.17%+8,75313F-HRTimeline
Arkadios Wealth Advisors72,711$2M0.04%+60,54513F-HRTimeline
MML INVESTORS SERVICES, LLC70,650$1.94M<0.01%+7,54013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC65,494$1.8M0.01%-84013F-HRTimelineGroup
Private Advisor Group, LLC65,048$1.79M0.01%-19,49413F-HRTimeline
Advisory Services Network, LLC62,314$1.71M0.02%-31,88313F-HRTimeline
Aptus Capital Advisors, LLC54,413$1.5M0.01%-85013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.53,447$1.47M0.47%+50313F-HRTimeline
Sanctuary Advisors, LLC53,407$1.47M0.01%-12513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…43,072$1.19M0.04%+16,57213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC41,735$1.15M<0.01%+3,42913F-HRTimelineGroup
Valmark Advisers, Inc.41,413$1.14M0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management40,241$1.11M0.01%+17,13613F-HRTimelineGroup
SageGuard Financial Group, LLC40,114$1.1M0.18%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…38,377$1.06M0.02%new13F-HRTimelineGroup
Harvest Investment Services, LLC36,046$992K0.19%-2,15113F-HRTimeline
Jaffetilchin Investment Partners, LLC33,485$922K0.05%+36513F-HRTimeline
NOVEM GROUP33,166$913K0.11%-2,64113F-HRTimeline
Onyx Bridge Wealth Group LLC30,322$834K0.09%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.29,194$803K1.52%13F-HRTimeline
HARBOUR INVESTMENTS, INC.29,166$803K0.02%+1,43613F-HRTimeline
Financial Guidance Group, Inc.28,037$772K0.32%013F-HRTimeline
Gateway Wealth Partners, LLC27,340$752K0.08%-80213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC25,776$709K0.26%013F-HRTimeline
PFG Advisors25,220$694K0.03%-2,99213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,724$680K<0.01%-1,00513F-HRTimelineGroup
Clear Creek Financial Management, LLC22,600$622K0.05%-50013F-HRTimeline
Kovack Advisors, Inc.22,504$619K0.03%new13F-HR/ATimeline
CENTAURUS FINANCIAL, INC.21,873$602K0.03%+1,88313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,443$590K<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,261$585K0.01%-1213F-HRTimelineGroup
Financial Network Wealth Advisors LLC21,140$582K0.61%-89713F-HRTimeline
Sigma Planning Corp21,202$566K0.02%-5,24713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC20,295$559K0.22%-61213F-HRTimelineGroup
IFP Advisors, Inc19,897$548K0.01%+16,73713F-HRTimeline
OLD MISSION CAPITAL LLC19,720$543K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC19,068$525K0.01%new13F-HRTimeline
American Trust18,942$521K0.04%+44813F-HRTimeline
DHJJ Financial Advisors, Ltd.18,557$511K0.17%-1,08513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,329$504K0.01%+5,76013F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,042$441K0.01%+78713F-HRTimelineGroup
Avior Wealth Management, LLC15,813$435K0.01%013F-HRTimeline
Janney Montgomery Scott LLC13,430$370K<0.01%+3,40813F-HRTimeline
Crewe Advisors LLC11,115$306K0.03%013F-HRTimeline
Foguth Wealth Management, LLC.10,267$283K0.04%13F-HRTimeline
TFB Advisors LLC10,059$277K0.08%-37213F-HRTimeline
HBW ADVISORY SERVICES LLC9,590$264K0.03%013F-HRTimeline
Simplicity Wealth,LLC9,240$254K0.02%-60813F-HRTimeline
Atria Investments, Inc7,996$220K<0.01%-81413F-HRTimeline
Kelly Financial Services LLC7,944$219K0.05%-24813F-HRTimeline
Keystone Financial Group7,500$206K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,427$94.3K<0.01%-31913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,252$89.5K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,354$64.8K<0.01%-513F-HRTimeline
REAP Financial Group, LLC2,209$60.8K0.01%-5513F-HRTimeline
Sunbelt Securities, Inc.2,101$57.8K<0.01%013F-HRTimeline
PFS Partners, LLC1,258$34.6K0.02%013F-HRTimeline
IMG Wealth Management, Inc.1,159$31.9K0.02%-26113F-HRTimeline
AMERIFLEX GROUP, INC.1,112$30.6K0.02%-1,11213F-HRTimeline
Benson Wealth Management INC1,079$29.7K0.03%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.989$27.2K0.02%+6913F-HRTimeline
NewEdge Advisors, LLC440$12.1K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA422$12K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC330$9.08K<0.01%013F-HRTimeline
Arax Advisory Partners300$8.26K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST245$6.74K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC111$3.07K<0.01%-38413F-HRTimeline