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Disclosery

BUFS FIRST TR EXCHNG TRADED FD VI

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VEST LADDERED SM (fund)

48 managers (48 13F filers) reported a position in BUFS shares at 2026-06-30, 5,799,149 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
48
13F filers
48
New
3
Added
27
Reduced
13
Sold out
4
Shares held by filers
5,799,149

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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC888,795$22.3M0.01%+37,48413F-HR/ATimelineGroup
NewEdge Advisors, LLC824,063$20.7M0.06%+89,73713F-HRTimeline
Cambridge Investment Research Advisors,…604,351$15.2M0.03%-4,48513F-HR/ATimeline
Centennial Wealth Advisory LLC466,197$11.7M2.53%+57,99213F-HRTimeline
Cetera Investment Advisers408,429$10.2M0.01%+125,56413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC389,359$9.77M<0.01%+60,90113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC340,159$8.53M0.02%+272,84513F-HRTimeline
Geneos Wealth Management Inc.335,044$8.41M0.17%+1,18013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.298,922$7.5M0.01%+123,68213F-HRTimelineGroup
Advisory Services Network, LLC160,889$4.04M0.05%+2,05513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…76,876$1.93M<0.01%+54,30013F-HRTimeline
Integrated Wealth Concepts LLC76,467$1.92M0.01%+17,85013F-HR/ATimeline
AssuredPartners Investment Advisors, LLC73,676$1.85M0.18%-2,17113F-HRTimeline
Sanctuary Advisors, LLC68,321$1.71M0.01%+1,24813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC62,455$1.57M0.03%-2,10413F-HRTimeline
WORLD EQUITY GROUP, INC.57,634$1.45M0.32%+2013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,972$1.43M<0.01%+27,54913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,366$1.09M<0.01%+3,39713F-HRTimelineGroup
Keystone Wealth Services, LLC42,142$1.06M0.2%+26,55113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,406$888K<0.01%+14,28113F-HR/ATimelineGroup
Kovack Advisors, Inc.33,931$850K0.04%-4,31213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC32,244$809K0.02%+2,57213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,330$736K<0.01%+6,39513F-HRTimeline
IFP Advisors, Inc28,404$713K0.01%+16,83813F-HRTimeline
Kingsview Wealth Management, LLC27,478$689K0.01%-32213F-HRTimeline
Claro Advisors Inc.27,345$686K0.07%+5,73413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,624$593K<0.01%-52,79913F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC22,197$557K0.05%-3,88913F-HRTimelineGroup
Capasso Planning Partners LLC21,882$549K0.27%013F-HRTimeline
NewEdge Wealth, LLC19,787$496K0.01%-21913F-HRTimeline
WINNACLE WEALTH LLC19,676$494K0.34%+2,34113F-HRTimeline
LPL Financial LLC18,616$467K<0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,435$463K0.01%-1,07613F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …17,903$449K0.02%+46313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.17,622$442K0.13%-55013F-HRTimeline
Legacy Capital Wealth Partners, LLC17,579$441K0.08%+4,43413F-HRTimeline
ODonnell Financial Services, LLC17,554$440K0.13%-83013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,701$394K<0.01%013F-HRTimelineGroup
Tradition Wealth Management, LLC14,260$358K0.02%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC12,863$322K0.04%-89413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,644$317K<0.01%+3,12313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,985$301K<0.01%+1,70013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding11,490$288K+535Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,650$217K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,637$91.3K<0.01%-15013F-HRTimeline
IFG Advisory, LLC3,398$85.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,100$27.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC291$7.3K<0.01%new13F-HRTimelineGroup