FT Vest Lad Buffervetf-Usd IBUFRETF
13F holders, Q2 2025 (June 30)439holders +5
44new positions
38sold out
3famous investors
$31.81avg. 13F price*
At the end of Q2 2025, 439 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 5 from Q1 2025. 44 opened new positions and 38 sold out. The largest holders were LPL Financial LLC ($1.3B), Cetera Investment Advisers ($350.0M) and Commonwealth Equity Services, LLC ($341.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- FT Vest Lad Buffervetf-Usd I
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2025)
- CUSIP
- 33740F755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $30.3M |
| Exits | 38 | $75.9M |
All 13F filers, Q1 2025 → Q2 2025: 12,024,133 shares bought and 12,184,223 shares sold, net −160,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 439 holders
| LPL Financial LLC | 0.42% | Reduce -1.8% | 39,789,726 | $1.3B |
| Cetera Investment Advisers | 0.59% | Add +6.2% | 11,005,421 | $350.0M |
| Commonwealth Equity Services, LLC | 0.45% | Add +29.1% | 10,750,500 | $341.9M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -0.0% | 7,586,628 | $241.2M |
| Osaic Holdings, Inc. | 0.41% | Reduce -26.5% | 7,256,445 | $230.8M |
| Cwm, LLC | 0.57% | Add +2.4% | 5,071,339 | $161.3M |
| Royal Bank of Canada | 0.03% | Reduce -10.7% | 4,758,353 | $151.3M |
| Raymond James Financial Inc. | 0.04% | Add +7.4% | 3,699,495 | $117.6M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +20.6% | 3,369,271 | $107.9M |
| MML Investors Services, LLC | 0.30% | Add +11.6% | 3,284,070 | $104.4M |
| Private Advisor Group, LLC | 0.51% | Add +78.2% | 2,987,146 | $95.0M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -14.4% | 2,630,495 | $83.7M |
| NewEdge Advisors, LLC | 0.41% | Add +7.7% | 2,495,086 | $79.3M |
| Harbour Investments, Inc. | 1.98% | Add +3.2% | 2,460,370 | $78.2M |
| Truist Financial Corp. | 0.10% | Add +6.3% | 2,179,501 | $69.3M |
| Kestra Private Wealth Services, LLC | 0.88% | Add +0.8% | 1,910,379 | $60.8M |
| Kestra Advisory Services, LLC | 0.29% | Add +7.7% | 1,869,946 | $59.5M |
| Aptus Capital Advisors, LLC | 0.54% | Add +4.3% | 1,712,987 | $54.5M |
| Guardian Wealth Advisors, LLC / NC | 3.61% | Add +4.2% | 1,614,405 | $51.3M |
| IHT Wealth Management, LLC | 1.34% | Reduce -6.8% | 1,528,390 | $48.6M |
| Gladstone Institutional Advisory LLC | 1.94% | Add +2.6% | 1,477,793 | $47.0M |
| Creekmur Asset Management LLC | 7.13% | Add +3.3% | 1,268,466 | $40.3M |
| Tradition Wealth Management, LLC | 3.19% | Add +1.0% | 1,254,553 | $39.9M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -29.1% | 1,085,048 | $34.5M |
| Mariner, LLC | 0.05% | Reduce -7.2% | 1,070,644 | $34.0M |
| Milestone Asset Management, LLC | 7.14% | Add +4.8% | 1,062,106 | $33.8M |
| Goldstone Financial Group, LLC | 4.29% | Reduce -2.7% | 1,013,599 | $32.5M |
| RFG Advisory, LLC | 0.76% | Add +1.3% | 1,017,113 | $32.3M |
| Hibernia Wealth Partners, LLC | 11.63% | Add +98.8% | 1,003,204 | $31.9M |
| Good Life Advisors, LLC | 1.96% | Add +0.3% | 984,991 | $31.3M |
| Amplius Wealth Advisors, LLC | 2.91% | Reduce -0.9% | 983,331 | $31.3M |
| Foundations Investment Advisors, LLC | 0.47% | Add +2.6% | 941,302 | $29.9M |
| Brookstone Capital Management | 0.39% | Reduce -16.3% | 934,486 | $29.7M |
| NorthRock Partners, LLC | 0.75% | Add +8.3% | 909,213 | $28.9M |
| Integrated Wealth Concepts LLC | 0.28% | Add +4.8% | 880,923 | $28.0M |
| Sound View Wealth Advisors Group, LLC | 2.00% | Add +3.5% | 851,230 | $27.1M |
| Equitable Holdings, Inc. | 0.22% | Add +14.1% | 830,227 | $26.4M |
| Coppell Advisory Solutions LLC | 2.92% | Add +35.1% | 775,179 | $24.6M |
| StoneX Group Inc. | 1.19% | Add +0.9% | 766,703 | $24.4M |
| VestGen Advisors, LLC | 0.97% | Add +6.3% | 767,624 | $24.4M |
| Avantax Advisory Services, Inc. | 0.13% | Add +68.5% | 765,271 | $24.3M |
| Sanctuary Advisors, LLC | 0.14% | Add +10.1% | 713,828 | $22.7M |
| CreativeOne Wealth, LLC | 0.58% | Add +7.5% | 699,232 | $22.2M |
| Ignite Planners, LLC | 3.84% | Add +2.1% | 685,442 | $22.0M |
| Prospera Financial Services Inc | 0.39% | Add +2.8% | 664,373 | $21.1M |
| WealthPlan Investment Management, LLC | 1.51% | Add +51.9% | 650,529 | $20.7M |
| Valtinson Bruner Financial Planning LLC | 6.43% | Add +1.2% | 644,302 | $20.5M |
| Rovin Capital /Ut/ | 6.08% | Reduce -0.8% | 631,697 | $20.1M |
| Holos Integrated Wealth LLC | 11.37% | Add +1.0% | 581,708 | $18.9M |
| Ausdal Financial Partners, Inc. | 1.24% | Add +5.7% | 586,054 | $18.6M |
| Independent Financial Group, LLC | 0.50% | Add +12.1% | 570,245 | $18.1M |
| Lifestyle Asset Management, Inc. | 8.23% | Reduce -0.6% | 554,223 | $17.6M |
| Stratos Wealth Partners, LTD. | 0.23% | Reduce -30.0% | 540,585 | $17.2M |
| Atria Wealth Solutions, Inc. | 0.39% | Reduce -50.0% | 535,930 | $17.1M |
| Howard Capital Management, LLC | 0.25% | Add +91.9% | 527,749 | $16.8M |
| Oppenheimer & Co. Inc. | 0.22% | Add +8.0% | 511,962 | $16.3M |
| Solano Wealth Investment Advisors LLC | 8.07% | Reduce -4.7% | 494,458 | $15.7M |
| Seros Financial, LLC | 9.77% | Add +173.5% | 484,927 | $15.4M |
| Centennial Wealth Advisory LLC | 4.83% | Reduce -0.5% | 477,731 | $15.2M |
| Cooper Financial Group | 1.76% | Add +5.8% | 471,867 | $15.0M |
| Hobart Private Capital, LLC | 3.36% | Reduce -12.4% | 465,724 | $14.8M |
| Flagship Harbor Advisors, LLC | 0.68% | Add +3.8% | 449,759 | $14.3M |
| Bleakley Financial Group, LLC | 0.36% | Reduce -4.5% | 443,814 | $14.1M |
| Symphony Financial Services, Inc. | 8.27% | Add +2.7% | 435,332 | $13.8M |
| IFG Advisory, LLC | 0.69% | Reduce -1.5% | 431,284 | $13.7M |
| IMG Wealth Management, Inc. | 10.47% | Add +8.3% | 425,139 | $13.5M |
| WealthPLAN Partners, LLC | 2.15% | Reduce -34.1% | 420,907 | $13.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.5% | 414,176 | $13.2M |
| Key Financial Inc | 2.64% | Reduce -0.4% | 412,741 | $13.1M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +2.2% | 407,277 | $13.0M |
| Ergawealth Advisors, Inc. | 5.82% | Reduce -4.3% | 407,113 | $12.9M |
| Strategic Blueprint, LLC | 0.62% | Add +3.5% | 396,804 | $12.6M |
| HBW Advisory Services LLC | 1.53% | Add +9.7% | 389,311 | $12.4M |
| Cooper Capital Advisors LLC | 11.90% | Add +4.2% | 387,831 | $12.3M |
| Sigma Planning Corp | 0.36% | Reduce -31.6% | 375,159 | $11.9M |
| First Horizon Advisors, Inc. | 0.31% | Add +2.0% | 373,790 | $11.9M |
| Meridian Wealth Management, LLC | 0.50% | Reduce -0.9% | 367,042 | $11.7M |
| Apollon Wealth Management, LLC | 0.23% | Add +6.7% | 363,415 | $11.6M |
| Triton Wealth Management, PLLC | 4.86% | — | 352,334 | $11.4M |
| Great Valley Advisor Group, Inc. | 0.25% | Reduce -45.1% | 352,118 | $11.2M |
| Tower Wealth Partners, Inc. | 6.61% | Add +1.4% | 351,737 | $11.2M |
| Geneos Wealth Management Inc. | 0.27% | Add +170.7% | 349,890 | $11.1M |
| Prosperity Consulting Group, LLC | 0.80% | Add +24.0% | 344,345 | $11.0M |
| Money Concepts Capital Corp. | 0.70% | Reduce -11.1% | 330,880 | $10.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.6% | 321,508 | $10.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.1% | 314,574 | $10.0M |
| Financial Network Wealth Advisors LLC | 12.14% | Reduce -2.8% | 313,886 | $10.0M |
| Schulz Wealth, LTD. | 7.42% | Add +5.0% | 312,141 | $9.9M |
| Ssi Investment Management LLC | 3.70% | Reduce -19.8% | 288,390 | $9.2M |
| Frederick Financial Consultants, LLC | 5.57% | Add +2.5% | 282,035 | $9.0M |
| Solitude Financial Services | 3.24% | Add +6.4% | 281,596 | $9.0M |
| Rehmann Capital Advisory Group | 0.52% | Reduce -0.3% | 269,490 | $8.6M |
| Drake & Associates, LLC | 2.07% | Reduce -35.2% | 265,795 | $8.5M |
| Concurrent Investment Advisors, LLC | 0.16% | Reduce -45.4% | 264,554 | $8.4M |
| Regal Investment Advisors LLC | 0.63% | Add +6.1% | 262,842 | $8.4M |
| World Equity Group, Inc. | 2.27% | Reduce -8.6% | 261,244 | $8.3M |
| Twin Peaks Wealth Advisors, LLC | 2.65% | Add +2.0% | 250,672 | $8.2M |
| CoreCap Advisors, LLC | 0.32% | Reduce -2.6% | 252,840 | $8.0M |
| Pallas Capital Advisors LLC | 0.30% | Add +53.6% | 249,329 | $7.9M |
| PMG Wealth Management, Inc. | 6.47% | Add +6.6% | 246,725 | $7.8M |
| LeClair Wealth Partners LLC | 5.22% | Reduce -13.2% | 241,910 | $7.7M |
| Golden State Wealth Management, LLC | 0.92% | Add +7.5% | 236,711 | $7.5M |
| Centaurus Financial, Inc. | 0.43% | Reduce -21.2% | 233,866 | $7.4M |
| Financial Futures Ltd Liability Co. | 3.99% | Add +0.1% | 233,856 | $7.4M |
| Atria Investments, Inc | 0.09% | Reduce -24.0% | 233,792 | $7.4M |
| Capital Investment Advisory Services, LLC | 0.59% | Add +21.5% | 227,736 | $7.2M |
| Kingsview Wealth Management, LLC | 0.12% | Add +3.5% | 225,487 | $7.2M |
| Farther Finance Advisors, LLC | 0.14% | Reduce -28.4% | 218,771 | $7.0M |
| FreeGulliver LLC | 3.14% | Add +12.4% | 214,388 | $6.8M |
| Family Capital Management, Inc. | 3.57% | Reduce -8.8% | 214,012 | $6.8M |
| Chris Bulman Inc | 3.88% | Reduce -25.1% | 213,774 | $6.8M |
| Arax Advisory Partners | 0.30% | Add +7.4% | 208,416 | $6.6M |
| Madrona Financial Services, LLC | 1.58% | Add +6.6% | 207,514 | $6.6M |
| Jacobi Capital Management LLC | 0.43% | Add +5.4% | 205,099 | $6.5M |
| Freedom Investment Management, Inc. | 0.52% | Add +3.8% | 204,464 | $6.5M |
| Tyler-Stone Wealth Management | 1.04% | Reduce -8.1% | 203,548 | $6.5M |
| RiverTree Advisors, LLC | 4.30% | Reduce -26.7% | 201,180 | $6.4M |
| Synovus Financial Corp. | 0.08% | Add +10.0% | 193,807 | $6.2M |
| Dynamic Advisor Solutions LLC | 0.19% | Reduce -6.9% | 193,290 | $6.1M |
| Benjamin Edwards Inc. | 0.08% | Add +6.5% | 191,600 | $6.1M |
| Principal Securities, Inc. | 0.11% | Add +90.6% | 190,592 | $6.1M |
| AE Wealth Management LLC | 0.04% | Reduce -4.4% | 187,851 | $6.0M |
| Ameritas Advisory Services, LLC | 0.31% | Reduce -30.0% | 186,380 | $5.9M |
| Integrated Advisors Network LLC | 0.27% | Reduce -0.9% | 185,356 | $5.9M |
| Gateway Wealth Partners, LLC | 1.11% | Add +0.0% | 183,701 | $5.8M |
| Encompass More Asset Management | 1.36% | Add +1.9% | 182,458 | $5.8M |
| HFG Wealth Management, LLC | 3.49% | Reduce -3.9% | 192,746 | $5.7M |
| Gallagher Fiduciary Advisors, LLC | 0.22% | Reduce -19.9% | 178,807 | $5.7M |
| FOCUS Wealth Advisors, LLC | 2.92% | Add +0.6% | 176,437 | $5.6M |
| First Heartland Consultants, Inc. | 0.50% | Add +65.9% | 176,369 | $5.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -24.2% | 175,123 | $5.6M |
| SCS Capital Management LLC | 0.06% | Reduce -29.6% | 168,593 | $5.4M |
| Core Wealth Advisors, Inc. | 1.53% | Add +17.5% | 167,280 | $5.3M |
| Western Wealth Management, LLC | 0.31% | Reduce -2.8% | 164,483 | $5.2M |
| L.M. Kohn & Company | 1.39% | Reduce -0.4% | 161,655 | $5.1M |
| Pine Valley Investments Ltd Liability Co | 0.30% | Add +3.4% | 158,768 | $5.0M |
| Arkadios Wealth Advisors | 0.15% | Add +14.9% | 157,117 | $5.0M |
| B. Riley Wealth Advisors, Inc. | 0.24% | Reduce -44.0% | 155,816 | $5.0M |
| Consolidated Portfolio Review Corp | 0.67% | Add +6.0% | 153,320 | $4.9M |
| Breakthru Advisory Services, LLC | 7.39% | No change | 161,001 | $4.8M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +1.0% | 149,714 | $4.8M |
| Wedbush Securities Inc. | 0.16% | Add +6.0% | 147,570 | $4.7M |
| Cambridge Advisors Inc. | 0.97% | Add +2.6% | 146,616 | $4.7M |
| Financial Advocates Investment Management | 0.36% | Add +91.8% | 138,682 | $4.4M |
| Creative Financial Designs Inc. | 0.30% | Add +1.2% | 129,935 | $4.1M |
| WCG Wealth Advisors LLC | 0.27% | Add +113.1% | 129,731 | $4.1M |
| Central Pacific Bank - Trust Division | 0.54% | Reduce -19.1% | 128,825 | $4.1M |
| Stonebridge Financial Planning Group, LLC | 1.66% | Add +2.9% | 125,403 | $4.0M |
| Iams Wealth Management, LLC | 1.83% | Reduce -27.2% | 125,190 | $4.0M |
| Trail Ridge Investment Advisors, LLC | 1.88% | Reduce -16.8% | 121,043 | $3.9M |
| Maridea Wealth Management LLC | 1.01% | Add +61.4% | 121,689 | $3.9M |
| Prism Advisors, Inc. | 1.10% | New | 121,407 | $3.9M |
| Keystone Financial Group | 0.35% | Reduce -26.1% | 121,335 | $3.9M |
| Boyum Wealth Architects LLC | 2.73% | New | 116,505 | $3.7M |
| Kovack Advisors, Inc. | 0.36% | Add +6.8% | 115,946 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +22.8% | 115,525 | $3.7M |
| Five Pine Wealth Management | 2.72% | Reduce -8.8% | 115,493 | $3.7M |
| Onyx Bridge Wealth Group LLC | 0.48% | Add +9.0% | 114,396 | $3.6M |
| Savant Capital, LLC | 0.03% | New | 113,741 | $3.6M |
| NWF Advisory Services Inc. | 0.43% | Add +36.8% | 113,660 | $3.6M |
| Acorn Wealth Advisors, LLC | 1.34% | Reduce -2.9% | 113,432 | $3.6M |
| Andina Capital Management, LLC | 2.42% | Reduce -36.7% | 108,798 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +8.5% | 108,370 | $3.4M |
| OneDigital Investment Advisors LLC | 0.04% | Add +6.8% | 107,249 | $3.4M |
| Tsfg, LLC | 0.62% | Reduce -27.3% | 107,163 | $3.4M |
| Koshinski Asset Management, Inc. | 0.26% | Add +4.9% | 106,656 | $3.4M |
| Harvest Investment Services, LLC | 0.76% | Add +12.9% | 106,444 | $3.4M |
| Wealth Watch Advisors, INC | 1.90% | Add +18.0% | 103,398 | $3.3M |
| Simplicity Wealth,LLC | 0.13% | Add +20.0% | 100,659 | $3.2M |
| Advisor Resource Council | 1.50% | Reduce -52.9% | 95,905 | $3.0M |
| Navalign, LLC | 0.83% | Add +30.1% | 94,878 | $3.0M |
| Financial Guidance Group, Inc. | 1.46% | Add +6.5% | 94,827 | $3.0M |
| Perennial Investment Advisors, LLC | 0.29% | Reduce -2.5% | 94,562 | $3.0M |
| PKS Advisory Services, LLC | 0.73% | Add +3.9% | 93,589 | $3.0M |
| Calton & Associates, Inc. | 0.50% | Add +205.4% | 90,500 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -19.0% | 89,035 | $2.8M |
| Park Avenue Securities LLC | 0.03% | Add +26.3% | 88,263 | $2.8M |
| Nvest Financial, LLC | 1.46% | Reduce -2.0% | 88,098 | $2.8M |
| Flagstar Securities, Inc. | 0.76% | Reduce -2.7% | 86,286 | $2.7M |
| Bison Wealth, LLC | 0.21% | Reduce -16.4% | 84,280 | $2.7M |
| Falcon Wealth Planning | 0.27% | Add +0.2% | 82,750 | $2.6M |
| Keystone Wealth Services, LLC | 0.62% | Reduce -32.3% | 80,877 | $2.6M |
| Glen Eagle Advisors, LLC | 0.39% | Reduce -4.4% | 80,623 | $2.6M |
| GPS Wealth Strategies Group, LLC | 0.29% | Add +38.1% | 80,304 | $2.6M |
| Prostatis Group LLC | 0.73% | Reduce -25.4% | 79,801 | $2.5M |
| International Assets Investment Management, LLC | 0.20% | Add +108.9% | 79,350 | $2.5M |
| Maia Wealth LLC | 0.48% | Reduce -3.2% | 78,849 | $2.5M |
| WT Wealth Management | 0.74% | Add +2.9% | 78,670 | $2.5M |
| IFP Advisors, Inc | 0.07% | Reduce -12.2% | 78,197 | $2.5M |
| PFG Advisors | 0.11% | Add +88.4% | 75,488 | $2.4M |
| Pinnacle Associates Ltd. | 0.03% | Add +0.5% | 74,520 | $2.4M |
| BridgePort Financial Solutions, LLC | 0.79% | Add +243.8% | 74,494 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +3.9% | 73,697 | $2.3M |
| Center for Financial Planning, Inc. | 0.27% | Add +1.2% | 72,732 | $2.3M |
| Stephens Inc. | 0.03% | Reduce -5.1% | 71,002 | $2.3M |
| Secured Retirement Advisors, LLC | 1.32% | Add +178.6% | 69,416 | $2.2M |
| Trilogy Capital Inc. | 0.11% | Add +20.8% | 68,351 | $2.2M |
| Legacy Investment Solutions, LLC | 1.15% | — | 68,328 | $2.2M |
| Legacy Wealth Managment, LLC | 1.15% | Add +37.1% | 68,328 | $2.2M |
| Northeast Planning Associates, Inc. / NH / | 2.00% | Add +1.8% | 68,181 | $2.2M |
| Capasso Planning Partners LLC | 1.21% | Reduce -3.3% | 67,532 | $2.1M |
| SLT Holdings LLC | 1.62% | Reduce -5.5% | 66,411 | $2.1M |
| Perissos Private Wealth Management, LLC | 1.66% | Add +0.2% | 65,996 | $2.1M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.8% | 63,131 | $2.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.17% | Add +2.1% | 63,585 | $2.0M |
| Integrity Financial Corp | 1.03% | Reduce -44.6% | 63,538 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -8.4% | 63,262 | $2.0M |
| MAI Capital Management | 0.01% | Add +10.7% | 62,650 | $2.0M |
| Clark Wealth Partners | 1.34% | Add +0.4% | 62,335 | $2.0M |
| Private Trust Co. NA | 0.18% | Reduce -26.9% | 60,876 | $1.9M |
| Mgo One Seven LLC | 0.06% | Add +158.5% | 59,278 | $1.9M |
| Richard P Slaughter Associates Inc | 0.37% | Reduce -21.5% | 57,653 | $1.8M |
| Independent Wealth Network Inc. | 0.66% | Add +7.3% | 56,996 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Add +46.3% | 56,756 | $1.8M |
| Lion Street Advisors, LLC | 0.54% | Add +4.0% | 56,448 | $1.8M |
| TFB Advisors LLC | 0.47% | Reduce -31.6% | 56,380 | $1.8M |
| Magnolia Capital Advisors LLC | 0.45% | Reduce -0.4% | 56,100 | $1.8M |
| Global Retirement Partners, LLC | 0.04% | — | 56,041 | $1.8M |
| Triad Wealth Partners, LLC | 0.35% | Add +413.8% | 54,676 | $1.7M |
| Keudell/Morrison Wealth Management | 0.38% | Add +4.3% | 53,678 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.13% | Reduce -22.9% | 53,563 | $1.7M |
| Purus Wealth Management, LLC | 0.59% | Add +1.4% | 53,425 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +1.6% | 52,166 | $1.7M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -1.7% | 50,280 | $1.6M |
| Apollon Financial, LLC | 0.33% | Reduce -1.6% | 49,985 | $1.6M |
| Novem Group | 0.20% | Add +29.2% | 49,451 | $1.6M |
| Precedent Wealth Partners, LLC | 0.38% | Add +26.7% | 48,829 | $1.6M |
| DHJJ Financial Advisors, Ltd. | 0.55% | Reduce -14.4% | 47,875 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.56% | Reduce -40.5% | 47,167 | $1.5M |
| Blue Bell Private Wealth Management, LLC | 0.25% | Reduce -3.7% | 46,163 | $1.5M |
| Citadel Advisors | 0.00% | New | 45,588 | $1.4M |
| Bank of Montreal | 0.00% | Add +16.4% | 44,238 | $1.4M |
| TCFG Wealth Management, LLC | 0.64% | Add +117.1% | 43,937 | $1.4M |
| Asset Allocation Strategies LLC | 0.30% | Add +15.2% | 43,123 | $1.4M |
| Mascagni Wealth Management, Inc. | 1.16% | Add +0.3% | 42,912 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +10.3% | 41,950 | $1.3M |
| Cozad Asset Management Inc. | 0.12% | Reduce -0.8% | 41,887 | $1.3M |
| Capital Advisory Group Advisory Services, LLC | 0.48% | Add +1.1% | 41,562 | $1.3M |
| Balboa Wealth Partners | 0.26% | Add +37.0% | 41,309 | $1.3M |
| Morgan Stanley | 0.00% | Add +47.2% | 41,035 | $1.3M |
| Riverbend Wealth Management, LLC | 0.99% | Add +11.7% | 41,006 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +21.9% | 40,910 | $1.3M |
| TrueWealth Advisors, LLC | 0.38% | Add +38.2% | 40,698 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | New | 40,112 | $1.3M |
| Verus Capital Partners, LLC | 0.11% | New | 39,648 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.34% | Reduce -1.1% | 38,860 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -18.3% | 38,585 | $1.2M |
| Summit Wealth Group LLC / Co. | 0.31% | — | 38,511 | $1.2M |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -3.8% | 38,004 | $1.2M |
| Sovran Advisors, LLC | 0.13% | Add +62.3% | 37,744 | $1.2M |
| Larson Financial Group LLC | 0.05% | Add +1.9% | 37,530 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +7.1% | 36,865 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Add +7.1% | 35,915 | $1.1M |
| RDA Financial Network | 0.31% | Reduce -31.8% | 35,913 | $1.1M |
| Clarity Capital Partners LLC | 0.40% | Reduce -11.9% | 35,065 | $1.1M |
| Heritage Wealth Management, Inc. | 0.35% | Reduce -7.2% | 34,435 | $1.1M |
| Creative Planning | 0.00% | Add +218.0% | 33,968 | $1.1M |
| Quad-Cities Investment Group, LLC | 0.49% | No change | 33,847 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -2.8% | 33,559 | $1.1M |
| Wagner Wealth Management, LLC | 0.24% | Reduce -16.4% | 33,537 | $1.1M |
| Private Advisory Group LLC | 0.10% | Reduce -65.7% | 33,505 | $1.1M |
| FSA Advisors, Inc. | 0.86% | Reduce -12.8% | 33,454 | $1.1M |
| Vise Technologies, Inc. | 0.04% | — | 33,439 | $1.1M |
| Mach-1 Financial Group, LLC | 0.31% | New | 33,347 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +25.6% | 33,033 | $1.1M |
| Brooklyn Investment Group | 0.14% | New | 33,644 | $1.0M |
| Sonoma Private Wealth LLC | 1.26% | Reduce -4.6% | 32,353 | $1.0M |
| Whipplewood Advisors, LLC | 0.56% | Add +2059.9% | 32,010 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.3% | 31,614 | $1.0M |
| Element Wealth, LLC | 0.46% | Add +6.9% | 31,094 | $989K |
| Claro Advisors Inc. | 0.16% | Reduce -1.2% | 31,066 | $988K |
| American Institute for Advanced Investment Management, LLP | 0.69% | Reduce -2.3% | 30,860 | $981K |
| Santori & Peters, Inc. | 0.35% | Reduce -0.9% | 30,729 | $977K |
| Synergy Financial Group, LTD | 0.72% | Reduce -0.1% | 30,631 | $974K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -1.0% | 30,550 | $971K |
| Thrivent Financial for Lutherans | 0.00% | New | 29,312 | $932K |
| Lanark Financial, Inc. | 0.08% | Add +3.6% | 29,110 | $925K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -7.8% | 29,004 | $922K |
| Forge Financial Services LLC | 0.69% | Add +318.4% | 28,679 | $917K |
| Lighthouse Wealth Management Inc. | 0.78% | Add +0.1% | 28,314 | $900K |
| Sowell Financial Services LLC | 0.04% | Reduce -82.3% | 28,137 | $895K |
| FSB Premier Wealth Management, Inc. | 0.32% | Add +1.6% | 27,834 | $885K |
| Hazlett, Burt & Watson, Inc. | 0.36% | Add +9.0% | 27,714 | $883K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | New | 27,756 | $883K |
| Fermata Advisors, LLC | 0.23% | Reduce -7.0% | 27,357 | $870K |
| OneAscent Financial Services LLC | 0.06% | Reduce -0.4% | 27,018 | $859K |
| Ancora Advisors LLC | 0.02% | No change | 27,000 | $859K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.2% | 26,959 | $857K |
| Nwam LLC | 0.05% | New | 26,295 | $850K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +64.6% | 26,613 | $846K |
| Kestra Investment Management, LLC | 0.03% | Add +4.2% | 26,552 | $844K |
| Bullseye Investment Management, LLC | 0.53% | No change | 28,041 | $833K |
| Atlas Private Wealth Advisors | 0.11% | Reduce -42.0% | 26,056 | $829K |
| Moors & Cabot, Inc. | 0.04% | New | 25,787 | $820K |
| Alliance Wealth Advisors, LLC | 0.45% | Reduce -5.2% | 25,757 | $819K |
| Tucker Asset Management LLC | 0.26% | Add +46.3% | 25,607 | $814K |
| Renaissance Technologies | 0.00% | Reduce -11.0% | 25,100 | $798K |
| Concentrum Wealth Management | 0.25% | Add +55.9% | 24,935 | $793K |
| Paragon Private Wealth Management, LLC | 0.31% | Reduce -0.0% | 24,756 | $787K |
| Worth Asset Management, LLC | 0.39% | Add +174.0% | 24,747 | $787K |
| LVZ, Inc. | 0.09% | Add +1.1% | 24,265 | $772K |
| Echo Wealth Management, LLC | 0.47% | Add +91.9% | 23,859 | $759K |
| First Trust Advisors LP | 0.00% | New | 23,752 | $755K |
| EWG Elevate Inc. | 0.23% | No change | 23,711 | $754K |
| Leigh Baldwin & Co., LLC | 0.49% | Reduce -23.8% | 23,419 | $745K |
| Kilter Group LLC | 0.38% | New | 22,960 | $730K |
| Prosperity Wealth Management, Inc. | 0.26% | Reduce -2.9% | 21,880 | $696K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -30.0% | 21,797 | $693K |
| Uptick Partners, LLC | 0.20% | Add +28.6% | 21,765 | $692K |
| Advisory Services Network, LLC | 0.01% | Add +64.0% | 21,078 | $681K |
| Belpointe Asset Management LLC | 0.03% | Reduce -6.4% | 21,401 | $681K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +30.7% | 21,211 | $675K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.6% | 20,968 | $667K |
| HB Wealth Management, LLC | 0.01% | New | 20,953 | $666K |
| NewEdge Wealth, LLC | 0.01% | New | 20,295 | $657K |
| EdgeRock Capital LLC | 0.21% | No change | 20,510 | $652K |
| Spire Wealth Management | 0.02% | No change | 20,207 | $643K |
| Sollinda Capital Management LLC | 0.16% | New | 19,631 | $624K |
| Axis Wealth Partners, LLC | 0.41% | Add +1.1% | 19,571 | $622K |
| Prevail Innovative Wealth Advisors, LLC | 0.14% | No change | 19,411 | $617K |
| ABLE Financial Group, LLC | 0.14% | Reduce -67.3% | 18,261 | $581K |
| Winebrenner Capital Management LLC | 0.47% | Add +4.3% | 18,209 | $579K |
| Castleview Partners, LLC | 0.36% | Add +0.8% | 17,860 | $568K |
| Adamsbrown Wealth Consultants LLC | 0.16% | Reduce -0.5% | 17,760 | $565K |
| Founders Financial Securities LLC | 0.04% | Add +10.1% | 17,538 | $558K |
| Brass Tax Wealth Management, Inc. | 0.11% | Add +8.3% | 17,442 | $555K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -23.1% | 17,427 | $554K |
| Assetmark, Inc. | 0.00% | Add +306.4% | 17,128 | $545K |
| Summit Wealth Partners, LLC | 0.10% | Reduce -1.4% | 16,595 | $528K |
| Lake Street Private Wealth, LLC | 0.08% | New | 16,559 | $527K |
| Michels Family Financial, LLC | 0.44% | Add +17.2% | 16,205 | $515K |
| Columbia Advisory Partners LLC | 0.39% | Reduce -48.4% | 16,099 | $512K |
| Allworth Financial LP | 0.00% | Reduce -8.5% | 16,080 | $511K |
| Advisory Resource Group | 0.10% | Reduce -4.2% | 15,952 | $507K |
| Legacy Capital Wealth Partners, LLC | 0.11% | No change | 15,516 | $493K |
| Clarus Group, Inc. | 0.18% | No change | 15,505 | $493K |
| Leo Wealth, LLC | 0.04% | New | 15,101 | $480K |
| Vista Cima Wealth Management LLC | 0.44% | No change | 14,857 | $472K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -36.4% | 14,740 | $469K |
| Journey Strategic Wealth LLC | 0.01% | Add +108.2% | 14,380 | $457K |
| Smith, Moore & Co. | 0.04% | Add +30.2% | 14,372 | $457K |
| Arete Wealth Advisors, LLC | 0.03% | No change | 14,275 | $454K |
| Lifeworks Advisors, LLC | 0.07% | No change | 14,163 | $450K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 13,920 | $443K |
| Richmond Investment Services, LLC | 0.09% | New | 13,484 | $429K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 13,048 | $415K |
| BlueChip Wealth Advisors LLC | 0.17% | New | 12,794 | $407K |
| LifeWealth Investments, LLC | 0.15% | Add +11.5% | 12,611 | $401K |
| Nicholson Wealth Management Group, LLC | 0.24% | No change | 12,345 | $393K |
| SimpliFi, Inc. | 0.17% | No change | 12,341 | $392K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -1.3% | 12,179 | $387K |
| Comerica Bank | 0.00% | Add +490.7% | 12,038 | $383K |
| GSG Advisors LLC | 0.11% | Add +0.5% | 11,890 | $378K |
| Legacy Solutions, LLC | 0.36% | No change | 11,848 | $377K |
| Runnymede Capital Advisors, Inc. | 0.34% | No change | 11,702 | $372K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -88.2% | 10,927 | $347K |
| Apeiron RIA LLC | 0.09% | Reduce -11.2% | 10,926 | $347K |
| Armstrong, Fleming & Moore, Inc | 0.18% | New | 10,570 | $336K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -46.9% | 10,339 | $329K |
| Capital Analysts, LLC | 0.01% | Reduce -5.6% | 10,097 | $321K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -87.0% | 10,061 | $320K |
| WESPAC Advisors SoCal, LLC | 0.07% | No change | 10,000 | $318K |
| Prospect Financial Services LLC | 0.20% | Reduce -1.5% | 9,975 | $317K |
| RPS Advisory Solutions LLC | 0.17% | New | 9,956 | $317K |
| Carnegie Investment Counsel | 0.01% | New | 9,939 | $316K |
| Foguth Wealth Management, LLC. | 0.07% | Reduce -49.1% | 9,922 | $316K |
| Canal Capital Management, LLC | 0.05% | New | 9,843 | $313K |
| Cascade Investment Group, Inc. | 0.21% | Add +16.0% | 9,679 | $308K |
| Murphy & Mullick Capital Management Corp | 0.25% | Add +2.5% | 9,500 | $303K |
| Savvy Advisors, Inc. | 0.02% | Reduce -17.7% | 9,514 | $303K |
| Davies Financial Advisors, Inc. | 0.23% | No change | 9,369 | $298K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.6% | 9,285 | $295K |
| Pursue Wealth Partners LLC | 0.16% | No change | 8,970 | $285K |
| Garden State Investment Advisory Services LLC | 0.08% | No change | 8,850 | $281K |
| Accurate Wealth Management, LLC | 0.04% | Add +0.4% | 8,743 | $280K |
| Maripau Wealth Management LLC | 0.14% | New | 8,744 | $278K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 8,592 | $277K |
| IronOak Wealth LLC. | 0.26% | — | 8,539 | $272K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,398 | $272K |
| Sequent Planning LLC | 0.09% | New | 8,455 | $269K |
| Blair William & Co. | 0.00% | Add +7.3% | 8,291 | $264K |
| Catalina Capital Group, LLC | 0.17% | No change | 8,059 | $256K |
| Barnes Wealth Management Group, Inc | 0.15% | New | 7,755 | $247K |
| Pitti Group Wealth Management, LLC | 0.21% | Add +0.4% | 7,703 | $245K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 7,683 | $244K |
| Gibbs Wealth Management | 0.05% | New | 7,509 | $239K |
| Prosperity Financial Group, Inc. | 0.10% | No change | 7,491 | $238K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 7,439 | $237K |
| Masso Torrence Wealth Management Inc. | 0.11% | Add +6.4% | 7,347 | $234K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -16.7% | 7,331 | $233K |
| Fortress Private Ledger, LLC | 0.10% | No change | 7,220 | $230K |
| McDonald Partners LLC | 0.05% | No change | 7,000 | $223K |
| Accel Wealth Management | 0.07% | No change | 6,916 | $220K |
| Advyzon Investment Management, LLC | 0.05% | No change | 6,896 | $219K |
| Old Mission Capital LLC | 0.01% | New | 6,722 | $214K |
| Brookwood Investment Group LLC | 0.03% | Reduce -3.7% | 6,590 | $210K |
| Independent Advisor Alliance | 0.01% | Reduce -28.1% | 6,584 | $209K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 6,537 | $208K |
| Traction Financial Partners, LLC | 0.14% | New | 6,475 | $206K |
| Aurora Private Wealth, Inc. | 0.15% | New | 6,386 | $203K |
| Wells Fargo & Company | 0.00% | Add +111.6% | 6,347 | $202K |
| HCR Wealth Advisors | 0.02% | New | 6,341 | $202K |
| Moloney Securities Asset Management, LLC | 0.02% | New | 6,310 | $201K |
| World Investment Advisors | 0.00% | New | 6,301 | $200K |
| Richard W. Paul & Associates, LLC | 0.06% | No change | 5,305 | $169K |
| Bokf, NA | 0.00% | Reduce -44.1% | 5,000 | $159K |
| Bank of America Corp. | 0.00% | Reduce -37.3% | 4,816 | $153K |
| Briaud Financial Planning Inc | 0.05% | New | 3,981 | $126K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 3,940 | $125K |
| Avion Wealth | 0.02% | New | 3,186 | $101K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3,090 | $98K |
| MTM Investment Management, LLC | 0.03% | No change | 3,000 | $95K |
| Rossby Financial, LCC | 0.03% | Add +21.6% | 2,819 | $90K |
| Wolff Wiese Magana LLC | 0.05% | Add +12.8% | 2,692 | $86K |
| MPWM Advisory Solutions, LLC | 0.05% | No change | 2,666 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,473 | $79K |
| Scarborough Advisors, LLC | 0.01% | New | 1,994 | $63K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 1,950 | $62K |
| AdvisorNet Financial, Inc | 0.00% | Add +22.9% | 1,887 | $60K |
| Asset Dedication, LLC | 0.00% | No change | 1,661 | $53K |
| Blue Trust, Inc. | 0.00% | New | 1,567 | $50K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,497 | $48K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,418 | $45K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,118 | $36K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,000 | $32K |
| Sound Income Strategies, LLC | 0.00% | Reduce -32.8% | 919 | $29K |
| Bernard Wealth Management Corp. | 0.01% | No change | 873 | $28K |
| Hantz Financial Services, Inc. | 0.00% | New | 700 | $22K |
| Fifth Third Bancorp | 0.00% | Reduce -76.7% | 629 | $20K |
| US Bancorp \de | 0.00% | Reduce -66.4% | 575 | $18K |
| Ameriflex Group, Inc. | 0.01% | Reduce -98.4% | 528 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 510 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 500 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 467 | $15K |
| Financial Connections Group, Inc. | 0.01% | No change | 408 | $12K |
| Jones Financial Companies LLLP | 0.00% | Reduce -20.5% | 299 | $9K |
| Trust Co. of Toledo NA | 0.00% | New | 292 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 113 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -75.2% | 36 | $1K |
"% of holder's portfolio" is BUFR's weight in each manager's 13F, not the share of FT Vest Lad Buffervetf-Usd I the manager owns.