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Disclosery

BUFG FIRST TR EXCHNG TRADED FD VI

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VEST BUFFERED (fund)

87 managers (88 13F filers) reported a position in BUFG shares at 2026-03-31, 8,417,546 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
87
13F filers
88
New
6
Added
30
Reduced
33
Sold out
5
Shares held by filers
8,417,546

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,067,113$28.7M0.01%+353,81413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,049,093$28.2M0.04%+28,16213F-HRTimeline
LPL Financial LLC725,772$19.5M0.01%+27,81513F-HRTimeline
Centennial Wealth Advisory LLC671,115$18M4.36%+34,15913F-HRTimeline
Cetera Investment Advisers410,503$11M0.01%-1,49813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.401,205$10.8M0.02%+109,23813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC269,973$7.25M0.01%+18,05113F-HRTimelineGroup
CWM, LLCin group CWM, LLC262,826$7.06M0.02%-17,11313F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …258,455$6.94M0.05%-1,76613F-HRTimelineGroup
FreeGulliver LLC253,633$6.81M2.87%-9,15013F-HRTimeline
Geneos Wealth Management Inc.220,599$5.93M0.14%+2,01513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…192,273$5.16M0.01%+15,41613F-HRTimelineGroup
Cambridge Investment Research Advisors,…187,947$5.05M0.01%+4,87213F-HRTimeline
WORLD EQUITY GROUP, INC.168,627$4.53M1.17%+55913F-HRTimeline
Tradition Wealth Management, LLC134,794$3.62M0.26%+49,63913F-HRTimeline
Valtinson Bruner Financial Planning LLC108,906$2.93M0.8%+36013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC108,712$2.92M0.23%+72213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…106,275$2.88M0.01%-4,06013F-HRTimeline
Integrated Wealth Concepts LLC105,035$2.82M0.02%-85113F-HRTimeline
Lunt Capital Management, Inc.87,976$2.36M0.91%+28613F-HRTimeline
Valmark Advisers, Inc.84,026$2.26M0.03%+42,61313F-HRTimeline
OneDigital Investment Advisors LLC83,396$2.24M0.02%new13F-HRTimeline
OLD MISSION CAPITAL LLC75,316$2.02M0.05%+55,59613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,496$1.97M0.01%+8,00213F-HRTimelineGroup
Arkadios Wealth Advisors72,979$1.96M0.03%+26813F-HRTimeline
Gateway Wealth Partners, LLC61,226$1.64M0.06%+33,88613F-HRTimeline
Sanctuary Advisors, LLC56,306$1.51M0.01%+2,89913F-HRTimeline
Advisory Services Network, LLC54,973$1.48M0.02%-7,34113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.52,904$1.42M0.45%-54313F-HRTimeline
Mariner, LLCin group Mariner, LLC52,256$1.4M<0.01%+10,52113F-HRTimelineGroup
Aptus Capital Advisors, LLC51,547$1.38M0.01%-2,86613F-HRTimeline
Pacific Excel Wealth Advisors, Inc.51,505$1.38M1.45%+22,31113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management46,767$1.26M0.01%+6,52613F-HRTimelineGroup
Benson Wealth Management INC43,165$1.16M1.59%+42,08613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,628$1.14M0.04%-44413F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding40,590$1.09M+20,295Timeline
Private Advisor Group, LLC37,833$1.02M<0.01%-27,21513F-HRTimeline
Jaffetilchin Investment Partners, LLC37,452$1.01M0.06%+3,96713F-HRTimeline
Harvest Investment Services, LLC35,568$955K0.17%-47813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…34,050$915K0.02%-4,32713F-HRTimelineGroup
NOVEM GROUP33,166$891K0.1%013F-HRTimeline
Onyx Bridge Wealth Group LLC29,977$805K0.09%-34513F-HRTimeline
Financial Guidance Group, Inc.28,037$753K0.3%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26,729$718K0.02%+8,40013F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC25,776$692K0.24%013F-HRTimeline
PFG Advisors24,612$661K0.03%-60813F-HRTimeline
American Trust21,600$580K0.05%+2,65813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,261$571K0.01%013F-HRTimelineGroup
IFP Advisors, Inc19,876$534K0.01%-2113F-HRTimeline
Financial Network Wealth Advisors LLC19,227$516K0.53%-1,91313F-HRTimeline
Clear Creek Financial Management, LLC19,200$516K0.04%-3,40013F-HRTimeline
Kovack Advisors, Inc.19,190$515K0.03%-3,31413F-HRTimeline
Farther Finance Advisors, LLC18,965$512K<0.01%-10313F-HRTimeline
DHJJ Financial Advisors, Ltd.18,457$496K0.16%-10013F-HRTimeline
Sigma Planning Corp17,659$474K0.01%-3,54313F-HRTimeline
CENTAURUS FINANCIAL, INC.16,788$451K0.02%-5,08513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,441$442K0.01%+39913F-HRTimelineGroup
Avior Wealth Management, LLC15,813$425K0.01%013F-HRTimeline
SageGuard Financial Group, LLC14,350$385K0.06%-25,76413F-HRTimeline
Janney Montgomery Scott LLC12,921$347K<0.01%-50913F-HRTimeline
HARBOUR INVESTMENTS, INC.12,101$325K0.01%-17,06513F-HRTimeline
Foguth Wealth Management, LLC.10,232$300K0.03%-3513F-HRTimeline
Crewe Advisors LLC11,115$299K0.03%013F-HRTimeline
Keystone Financial Group10,250$275K0.02%+2,75013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,862$265K<0.01%-11,58113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,831$264K<0.01%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC9,590$258K0.03%013F-HRTimeline
Simplicity Wealth,LLC9,161$246K0.01%-7913F-HRTimeline
Atria Investments, Inc7,997$215K<0.01%+113F-HRTimeline
Kelly Financial Services LLC7,944$213K0.05%013F-HRTimeline
IFG Advisory, LLC3,797$102K0.29%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,852$76.6K<0.01%-40013F-HRTimeline
REAP Financial Group, LLC2,191$58.9K0.01%-1813F-HRTimeline
Sunbelt Securities, Inc.2,101$56.4K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,279$34.4K<0.01%new13F-HRTimeline
PFS Partners, LLC1,258$33.8K0.02%013F-HRTimeline
Waverly Advisors, LLC1,184$31.8K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,112$29.9K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.989$26.6K0.02%013F-HRTimeline
IMG Wealth Management, Inc.963$25.9K0.02%-19613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO755$19.8K<0.01%-2,67213F-HR/ATimelineGroup
NewEdge Advisors, LLC440$11.8K<0.01%013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA422$11K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…385$10.3K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC330$8.86K<0.01%013F-HRTimeline
Arax Advisory Partners300$8.06K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST245$6.58K<0.01%013F-HRTimeline