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LADDE S&P 12 ETF (fund)

12 managers (12 13F filers) reported a position in BUFP shares at 2025-03-31, 774,697 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
12
13F filers
12
New
3
Added
5
Reduced
3
Sold out
0
Shares held by filers
774,697

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC319,600$8.36M<0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC166,433$4.36M0.79%-2,59413F-HRTimeline
Maltin Wealth Management, Inc.137,250$3.59M1.69%-7,51413F-HRTimeline
Cetera Investment Advisers38,886$1.02M<0.01%+19,60813F-HRTimeline
MML INVESTORS SERVICES, LLC28,614$749K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,163$711K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,007$707K<0.01%+16,91113F-HRTimeline
NewEdge Advisors, LLC15,972$418K<0.01%+7,97213F-HRTimeline
DHJJ Financial Advisors, Ltd.10,891$285K0.11%+4,34113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,434$64K<0.01%+95613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG447$11.7K<0.01%-6213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.