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Disclosery

BUFT FIRST TR EXCHNG TRADED FD VI

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VEST BUFFERED (fund)

65 managers (65 13F filers) reported a position in BUFT shares at 2025-12-31, 4,918,579 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
65
13F filers
65
New
6
Added
13
Reduced
21
Sold out
5
Shares held by filers
4,918,579

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
Glen Eagle Advisors, LLC1,031,372$25.4M3.45%+20,77713F-HRTimeline
Centennial Wealth Advisory LLC667,917$16.4M4.35%+10,35413F-HRTimeline
LPL Financial LLC378,925$9.32M<0.01%+57,58413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC329,499$8.11M<0.01%+1,46913F-HRTimelineGroup
Geneos Wealth Management Inc.232,178$5.71M0.14%+7,48913F-HRTimeline
CWM, LLCin group CWM, LLC228,016$5.61M0.02%+6,90113F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…196,128$4.83M2.31%+113,24213F-HRTimelineGroup
Cetera Investment Advisers189,366$4.66M0.01%-1,14713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …154,341$3.8M0.03%13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC119,747$2.95M0.01%-4,79413F-HRTimelineGroup
SageGuard Financial Group, LLC109,629$2.7M0.43%13F-HRTimeline
HARBOUR INVESTMENTS, INC.107,399$2.64M0.05%+12,48613F-HRTimeline
Lunt Capital Management, Inc.107,121$2.64M0.99%-3,80313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC94,810$2.33M<0.01%+2,64713F-HRTimeline
Arkadios Wealth Advisors79,189$1.95M0.04%+19,63513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,802$1.64M<0.01%-27,82013F-HRTimelineGroup
Marshall Financial Group, LLC58,943$1.45M0.28%-1,77813F-HRTimeline
Sanctuary Advisors, LLC58,933$1.45M0.01%013F-HRTimeline
Aptus Capital Advisors, LLC45,650$1.12M0.01%-1,37513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…45,173$1.11M0.02%-18,47713F-HRTimelineGroup
Financial Network Wealth Advisors LLC44,664$1.1M1.14%-39013F-HRTimeline
Financial Guidance Group, Inc.41,075$1.01M0.41%-37513F-HRTimeline
Valtinson Bruner Financial Planning LLC36,365$895K0.26%013F-HRTimeline
OLD MISSION CAPITAL LLC32,611$802K0.03%+2,18413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV31,572$777K0.21%-2,77513F-HRTimeline
Avior Wealth Management, LLC31,549$776K0.02%013F-HRTimeline
Gateway Wealth Partners, LLC30,870$760K0.08%-81513F-HRTimeline
Atria Investments, Inc30,406$748K0.01%+4213F-HRTimeline
Integrated Wealth Concepts LLC29,884$735K0.01%-40813F-HRTimeline
Cambridge Investment Research Advisors,…25,959$639K<0.01%-2,20613F-HRTimeline
CENTAURUS FINANCIAL, INC.24,105$593K0.03%+1,92913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,456$553K<0.01%new13F-HRTimelineGroup
Pacific Excel Wealth Advisors, Inc.20,172$496K0.94%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,812$463K0.02%-2,23713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…18,120$446K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,567$433K<0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC16,991$418K0.02%013F-HRTimeline
Quad-Cities Investment Group, LLC15,391$379K0.16%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,670$361K<0.01%-89313F-HRTimelineGroup
RESOLUTE CAPITAL, LLC13,101$322K0.13%13F-HRTimeline
BARRETT & COMPANY, INC.12,098$298K0.1%013F-HRTimeline
NewEdge Advisors, LLC10,300$253K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,162$250K<0.01%013F-HRTimelineGroup
Meridian Wealth Management, LLC9,837$242K0.01%-1,67013F-HRTimeline
Tradition Wealth Management, LLC8,976$221K0.02%013F-HRTimeline
Private Advisor Group, LLC8,972$221K<0.01%-4,32113F-HRTimeline
IFP Advisors, Inc8,623$212K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.8,457$208K0.17%-22013F-HRTimeline
Janney Montgomery Scott LLC8,291$204K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,688$66K<0.01%013F-HR/ATimelineGroup
PRIVATE TRUST CO NA2,500$61.5K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,370$58.3K0.02%013F-HRTimeline
Trust Co1,584$39K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,141$28.1K<0.01%new13F-HR/ATimelineGroup
Global Retirement Partners, LLC1,135$27.9K<0.01%-313F-HRTimeline
N.E.W. Advisory Services LLC1,000$24.6K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.762$18.7K0.01%new13F-HRTimeline
IMG Wealth Management, Inc.547$13.5K0.01%-59413F-HRTimeline
Arax Advisory Partners460$11.3K<0.01%new13F-HRTimeline
Benson Wealth Management INC429$10.6K0.01%13F-HRTimeline
Caitlin John, LLC302$7.43K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST269$6.62K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC118$2.91K<0.01%-6213F-HRTimeline
Compass Financial Services Inc50$1.23K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC30$738<0.01%13F-HRTimeline