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Disclosery

BUFS FIRST TR EXCHNG TRADED FD VI

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VEST LADDERED SM (fund)

49 managers (50 13F filers) reported a position in BUFS shares at 2026-03-31, 4,933,918 shares in all. 13 filers opened a position and 4 filers sold out during the quarter.

Managers
49
13F filers
50
New
13
Added
26
Reduced
10
Sold out
4
Shares held by filers
4,933,918

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC851,311$19.6M0.01%+779,74113F-HRTimelineGroup
NewEdge Advisors, LLC734,326$16.9M0.06%+45,85513F-HR/ATimeline
Cambridge Investment Research Advisors,…608,836$14M0.04%+273,49513F-HRTimeline
Centennial Wealth Advisory LLC408,205$9.41M2.28%+21,25013F-HRTimeline
Geneos Wealth Management Inc.333,864$7.7M0.18%-80,24113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC328,458$7.57M<0.01%+13,89613F-HRTimelineGroup
Cetera Investment Advisers282,865$6.52M0.01%+51,62313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.175,240$4.04M0.01%+158,17613F-HRTimelineGroup
Advisory Services Network, LLC158,834$3.66M0.05%+135,82213F-HRTimeline
AssuredPartners Investment Advisors, LLC75,847$1.77M0.19%-3,72113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…76,423$1.76M<0.01%+38,66713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC67,314$1.55M<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC67,073$1.55M0.01%+1,63313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC64,559$1.49M0.03%-20613F-HR/ATimeline
Integrated Wealth Concepts LLC58,617$1.35M0.01%+6,72213F-HRTimeline
WORLD EQUITY GROUP, INC.57,614$1.33M0.34%+2,39013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,969$922K<0.01%+24,68913F-HRTimelineGroup
Kovack Advisors, Inc.38,243$883K0.05%-4,57413F-HRTimeline
CWM, LLCin group CWM, LLC37,044$854K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC29,672$684K0.02%+5,04713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,423$678K<0.01%+2,05813F-HRTimelineGroup
Kingsview Wealth Management, LLC27,800$641K0.01%+6,58113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC26,086$602K0.06%-4,29413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,935$529K<0.01%+6,52813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,576$524K<0.01%-16,45613F-HRTimeline
Capasso Planning Partners LLC21,882$505K0.27%013F-HRTimeline
Claro Advisors Inc.21,611$498K0.06%+3,52513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,125$487K<0.01%-20,34413F-HRTimelineGroup
NewEdge Wealth, LLC20,006$461K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,511$450K0.01%new13F-HRTimelineGroup
ODonnell Financial Services, LLC18,384$424K0.15%-8,85813F-HRTimeline
DHJJ Financial Advisors, Ltd.18,172$419K0.14%+1,28013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …17,440$402K0.02%+1,19213F-HRTimelineGroup
WINNACLE WEALTH LLC17,335$400K0.31%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,701$362K<0.01%new13F-HRTimelineGroup
Keystone Wealth Services, LLC15,591$360K0.08%new13F-HRTimeline
Tradition Wealth Management, LLC14,260$329K0.02%+4,26113F-HRTimeline
ARQ WEALTH ADVISORS, LLC13,757$317K0.06%-11,55613F-HRTimeline
Legacy Capital Wealth Partners, LLC13,145$303K0.06%+42413F-HRTimeline
IFP Advisors, Inc11,566$267K0.01%+10,65813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,955$253K+1,970Timeline
MONETA GROUP INVESTMENT ADVISORS LLC10,391$240K<0.01%-57713F-HRTimeline
Mariner, LLCin group Mariner, LLC10,285$237K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,521$220K<0.01%+57113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,787$87.3K<0.01%+1,39013F-HRTimeline
IFG Advisory, LLC3,398$78.4K0.22%new13F-HRTimeline
Farther Finance Advisors, LLC1,100$25.4K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,008$23.2K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…853$19.7K<0.01%new13F-HRTimelineGroup