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Disclosery

BUFS FIRST TR EXCHNG TRADED FD VI

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VEST LADDERED SM (fund)

32 managers (32 13F filers) reported a position in BUFS shares at 2025-06-30, 3,592,682 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
32
13F filers
32
New
6
Added
13
Reduced
9
Sold out
3
Shares held by filers
3,592,682

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC755,591$15.9M0.01%+39,26613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC677,406$14.3M<0.01%-15,95813F-HRTimelineGroup
NewEdge Advisors, LLC469,361$9.88M0.05%+104,46213F-HRTimeline
Geneos Wealth Management Inc.407,071$8.57M0.21%-101,68513F-HRTimeline
Centennial Wealth Advisory LLC338,042$7.12M2.26%+18,56613F-HRTimeline
Cambridge Investment Research Advisors,…288,893$6.08M0.02%+89,94013F-HRTimeline
Cetera Investment Advisers146,659$3.09M0.01%-8,28813F-HRTimeline
Sanctuary Advisors, LLC61,914$1.3M0.01%+6,04513F-HRTimeline
B. Riley Wealth Advisors, Inc.53,149$1.12M0.05%+26,24413F-HRTimeline
WORLD EQUITY GROUP, INC.50,271$1.06M0.29%-38,87413F-HRTimeline
ODonnell Financial Services, LLC43,637$918K0.35%-494,73713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,876$860K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,870$833K<0.01%+49513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC28,945$609K0.07%-4,99813F-HRTimelineGroup
Integrated Wealth Concepts LLC22,237$468K<0.01%+7,62813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,612$455K<0.01%-99513F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC18,792$381K0.13%013F-HRTimeline
DHJJ Financial Advisors, Ltd.15,797$332K0.12%+1,82413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …15,753$332K0.02%-2,37313F-HRTimelineGroup
NewEdge Wealth, LLC15,259$324K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,350$323K0.01%+19513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,815$312K<0.01%-68313F-HRTimeline
Advisory Services Network, LLC13,388$284K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC12,822$270K<0.01%+40513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,002$232K<0.01%+7,75513F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,427$135K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,815$101K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,171$45.7K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,613$33.9K<0.01%+51313F-HRTimeline
Legacy Investment Solutions, LLC72$1.52K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…72$1.52K<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.