Skip to content
Disclosery

BUFS FIRST TR EXCHNG TRADED FD VI

Follow

VEST LADDERED SM (fund)

41 managers (41 13F filers) reported a position in BUFS shares at 2025-12-31, 3,349,583 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
41
13F filers
41
New
9
Added
20
Reduced
8
Sold out
1
Shares held by filers
3,349,583

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
NewEdge Advisors, LLC688,471$15.7M0.06%+114,78013F-HRTimeline
Geneos Wealth Management Inc.414,105$9.46M0.23%-9,92313F-HRTimeline
Centennial Wealth Advisory LLC386,955$8.84M2.34%+22,58713F-HRTimeline
Cambridge Investment Research Advisors,…335,341$7.66M0.02%+10,96813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC314,562$7.18M<0.01%-128,70913F-HRTimelineGroup
Cetera Investment Advisers231,242$5.28M0.01%+23,16513F-HRTimeline
AssuredPartners Investment Advisors, LLC79,568$1.82M0.27%+68,87813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,570$1.63M<0.01%-919,99213F-HRTimelineGroup
OLD MISSION CAPITAL LLC68,040$1.55M0.06%+34,59513F-HRTimeline
Sanctuary Advisors, LLC65,440$1.49M0.01%+1,66213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC64,765$1.48M0.03%-71213F-HRTimeline
WORLD EQUITY GROUP, INC.55,224$1.26M0.35%+1,96013F-HRTimeline
Integrated Wealth Concepts LLC51,895$1.19M0.01%+5,02013F-HRTimeline
Kovack Advisors, Inc.42,817$978K0.05%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,469$947K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,032$904K<0.01%+56213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,756$862K<0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC30,380$694K0.07%-58,66313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,365$625K<0.01%+5,47813F-HRTimelineGroup
ODonnell Financial Services, LLC27,242$622K0.21%-3,55013F-HRTimeline
ARQ WEALTH ADVISORS, LLC25,313$578K0.16%+2,05413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC24,625$562K0.02%+2,67813F-HR/ATimelineGroup
Advisory Services Network, LLC23,012$526K0.01%+3,07413F-HRTimeline
Capasso Planning Partners LLC21,882$500K0.27%new13F-HRTimeline
Kingsview Wealth Management, LLC21,219$485K0.01%new13F-HRTimeline
Claro Advisors Inc.18,086$413K0.06%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,064$390K<0.01%+6,06213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.16,892$386K0.13%+1,10513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,407$375K<0.01%-45413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …16,248$371K0.03%+48413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,280$349K<0.01%new13F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC12,721$291K0.06%+2,28413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,968$251K<0.01%-1,29413F-HRTimeline
Tradition Wealth Management, LLC9,999$228K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…8,985$205K0.01%+2,28013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,950$204K<0.01%+1,62213F-HRTimelineGroup
SageView Advisory Group, LLC4,688$107K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,397$54.7K<0.01%013F-HRTimeline
IFP Advisors, Inc908$20.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP628$14.3K<0.01%new13F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…72$1.65K<0.01%013F-HRTimelineGroup