Skip to content

BUFS FIRST TR EXCHNG TRADED FD VI

Follow

VEST LADDERED SM (fund)

23 managers (23 13F filers) reported a position in BUFS shares at 2024-12-31, 1,979,508 shares in all. 10 filers opened a position and 1 filer sold out during the quarter.

Managers
23
13F filers
23
New
10
Added
6
Reduced
2
Sold out
1
Shares held by filers
1,979,508

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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC650,787$13.9M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC456,993$9.75M<0.01%13F-HR/ATimelineGroup
NewEdge Advisors, LLC250,997$5.35M0.03%+104,64913F-HRTimeline
Cetera Investment Advisers134,423$2.87M0.01%new13F-HRTimeline
Geneos Wealth Management Inc.131,486$2.8M0.1%new13F-HRTimeline
WORLD EQUITY GROUP, INC.82,871$1.77M0.38%+58,19813F-HRTimeline
Cambridge Investment Research Advisors,…72,787$1.55M0.01%-21,18213F-HRTimeline
Bison Wealth, LLC51,911$1.11M0.14%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,706$612K<0.01%+16,92213F-HRTimelineGroup
OLD MISSION CAPITAL LLC27,130$579K0.01%-17,84813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,958$490K<0.01%+2,60713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …16,307$348K0.03%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.14,398$307K0.01%new13F-HRTimeline
Lane & Associates LLC11,029$240K0.12%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.11,084$236K0.09%+6,85913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,155$153K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,413$137K<0.01%+5,41313F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.1,000$21.3K<0.01%new13F-HRTimeline
NorthRock Partners, LLC687$14.7K<0.01%new13F-HR/ATimeline
UBS Group AGin group UBS Group AG242$5.16K<0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC72$1.57K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…72$1.57K<0.01%013F-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.