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LADDE S&P 12 ETF (fund)

9 managers (9 13F filers) reported a position in BUFP shares at 2024-12-31, 359,702 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.

Managers
9
13F filers
9
New
4
Added
4
Reduced
0
Sold out
0
Shares held by filers
359,702

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Fermata Advisors, LLC169,027$4.51M0.84%new13F-HRTimeline
Maltin Wealth Management, Inc.144,764$3.86M1.9%+1,54413F-HRTimeline
Cetera Investment Advisers19,278$514K<0.01%+9,17013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,096$269K<0.01%+1,95013F-HRTimeline
NewEdge Advisors, LLC8,000$213K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.6,550$175K0.07%+4,87013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,478$39K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG509$13.6K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.