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BUFS FIRST TR EXCHNG TRADED FD VI

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VEST LADDERED SM (fund)

29 managers (29 13F filers) reported a position in BUFS shares at 2025-03-31, 3,999,727 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
29
13F filers
29
New
9
Added
15
Reduced
3
Sold out
2
Shares held by filers
3,999,727

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 INC716,325$14.5M0.01%+259,33213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC693,364$14M<0.01%+42,57713F-HRTimelineGroup
ODonnell Financial Services, LLC538,374$10.9M4.5%new13F-HRTimeline
Geneos Wealth Management Inc.508,756$10.3M0.15%+377,27013F-HRTimeline
NewEdge Advisors, LLC364,899$7.39M0.04%+113,90213F-HRTimeline
Centennial Wealth Advisory LLC319,476$6.47M2.35%new13F-HRTimeline
Cambridge Investment Research Advisors,…198,953$4.03M0.01%+126,16613F-HRTimeline
Cetera Investment Advisers154,947$3.14M0.01%+20,52413F-HRTimeline
WORLD EQUITY GROUP, INC.89,145$1.81M0.52%+6,27413F-HRTimeline
Sanctuary Advisors, LLC55,869$1.13M0.01%new13F-HRTimeline
Bison Wealth, LLC52,842$1.07M0.1%+93113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,375$777K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC36,714$743K0.01%+9,58413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC33,943$687K0.09%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.26,905$545K0.02%+12,50713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,492$476K<0.01%new13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,607$458K<0.01%-6,09913F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC18,792$381K0.14%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …18,126$367K0.02%+1,81913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,498$314K<0.01%-7,46013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,155$307K0.01%+8,00013F-HRTimelineGroup
Integrated Wealth Concepts LLC14,609$296K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.13,973$283K0.11%+2,88913F-HRTimeline
MML INVESTORS SERVICES, LLC12,417$251K<0.01%new13F-HRTimeline
Lane & Associates LLC11,752$238K0.13%+72313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,247$65.8K<0.01%-3,16613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,100$22.3K<0.01%+10013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…72$1.46K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.