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Disclosery

BUFS FIRST TR EXCHNG TRADED FD VI

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VEST LADDERED SM (fund)

33 managers (33 13F filers) reported a position in BUFS shares at 2025-09-30, 3,970,897 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
33
13F filers
33
New
7
Added
20
Reduced
4
Sold out
4
Shares held by filers
3,970,897

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC991,562$22.3M0.01%+314,15613F-HRTimelineGroup
NewEdge Advisors, LLC573,691$12.9M0.06%+104,33013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC443,271$9.96M<0.01%-312,32013F-HRTimelineGroup
Geneos Wealth Management Inc.424,028$9.53M0.24%+16,95713F-HRTimeline
Centennial Wealth Advisory LLC364,368$8.19M2.28%+26,32613F-HRTimeline
Cambridge Investment Research Advisors,…324,373$7.29M0.02%+35,48013F-HRTimeline
Cetera Investment Advisers208,077$4.68M0.01%+61,41813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC89,043$1.92M0.07%+60,09813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC65,477$1.47M0.04%+24,60113F-HRTimeline
Sanctuary Advisors, LLC63,778$1.43M0.01%+1,86413F-HR/ATimeline
WORLD EQUITY GROUP, INC.53,264$1.2M0.27%+2,99313F-HRTimeline
Integrated Wealth Concepts LLC46,875$1.05M0.01%+24,63813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,470$865K<0.01%-40013F-HRTimeline
OLD MISSION CAPITAL LLC33,445$752K0.03%new13F-HRTimeline
ODonnell Financial Services, LLC30,792$692K0.25%-12,84513F-HRTimeline
ARQ WEALTH ADVISORS, LLC23,259$523K0.15%+4,46713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,947$493K0.01%+6,59713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,887$492K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC19,938$448K0.01%+6,55013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,861$379K<0.01%+2,04613F-HRTimeline
DHJJ Financial Advisors, Ltd.15,787$355K0.12%-1013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …15,764$354K0.04%+1113F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC13,140$295K<0.01%+31813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,262$276K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,002$247K<0.01%013F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC10,690$240K0.05%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC10,437$235K0.05%new13F-HRTimeline
Tradition Wealth Management, LLC9,999$225K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,328$165K<0.01%+90113F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,705$151K<0.01%+1,89013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,397$53.9K<0.01%+78413F-HRTimeline
IFP Advisors, Inc908$20.4K<0.01%new13F-HR/ATimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…72$1.62K<0.01%013F-HRTimelineGroup