FT Vest Lad Buffervetf-Usd IBUFRETF
13F holders, Q3 2025 (September 30)439holders
34new positions
28sold out
4famous investors
$33.40avg. 13F price*
At the end of Q3 2025, 439 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, unchanged from Q2 2025. 34 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($1.4B), Cetera Investment Advisers ($407.3M) and Commonwealth Equity Services, LLC ($381.4M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q3 2025)
- CUSIP
- 33740F755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $62.6M |
| Exits | 28 | $35.0M |
All 13F filers, Q2 2025 → Q3 2025: 15,793,822 shares bought and 5,718,079 shares sold, net +10,075,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 439 holders
| LPL Financial LLC | 0.41% | Add +5.6% | 42,012,498 | $1.4B |
| Cetera Investment Advisers | 0.47% | Add +10.8% | 12,188,582 | $407.3M |
| Commonwealth Equity Services, LLC | 0.49% | Add +6.2% | 11,413,499 | $381.4M |
| Envestnet Asset Management Inc. | 0.08% | Add +9.0% | 8,267,876 | $276.3M |
| Osaic Holdings, Inc. | 0.35% | Add +4.5% | 7,580,561 | $250.1M |
| Cwm, LLC | 0.51% | Add +0.2% | 5,081,884 | $169.8M |
| Raymond James Financial Inc. | 0.05% | Add +27.0% | 4,697,285 | $157.0M |
| Royal Bank of Canada | 0.03% | Reduce -2.1% | 4,658,503 | $155.7M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +6.2% | 3,578,359 | $119.7M |
| MML Investors Services, LLC | 0.30% | Add +0.9% | 3,315,259 | $110.8M |
| Kestra Advisory Services, LLC | 0.49% | Add +71.6% | 3,208,731 | $107.2M |
| Private Advisor Group, LLC | 0.53% | Add +6.9% | 3,192,939 | $106.7M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +8.1% | 2,844,131 | $95.1M |
| Harbour Investments, Inc. | 1.93% | Add +3.5% | 2,547,704 | $85.1M |
| NewEdge Advisors, LLC | 0.39% | Add +1.9% | 2,542,145 | $85.0M |
| Truist Financial Corp. | 0.10% | Add +2.6% | 2,236,051 | $74.7M |
| Kestra Private Wealth Services, LLC | 0.84% | Add +0.8% | 1,926,268 | $64.4M |
| Aptus Capital Advisors, LLC | 0.48% | Reduce -7.5% | 1,584,027 | $52.9M |
| IHT Wealth Management, LLC | 1.30% | Add +0.4% | 1,534,032 | $51.3M |
| Guardian Wealth Advisors, LLC / NC | 3.22% | Reduce -8.6% | 1,475,609 | $49.3M |
| Gladstone Institutional Advisory LLC | 1.81% | Reduce -4.7% | 1,407,762 | $47.0M |
| Creekmur Asset Management LLC | 7.44% | Add +5.9% | 1,343,680 | $44.9M |
| Tradition Wealth Management, LLC | 3.09% | Reduce -0.5% | 1,248,745 | $41.7M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -1.0% | 1,074,339 | $35.9M |
| Goldstone Financial Group, LLC | 4.13% | Add +3.1% | 1,045,412 | $34.9M |
| Milestone Asset Management, LLC | 6.38% | Reduce -5.1% | 1,007,902 | $33.7M |
| Triad Wealth Partners, LLC | 4.22% | Add +1691.4% | 979,487 | $32.7M |
| Mariner, LLC | 0.04% | Reduce -10.5% | 958,572 | $32.0M |
| Equitable Holdings, Inc. | 0.23% | Add +15.0% | 954,554 | $31.9M |
| NorthRock Partners, LLC | 0.57% | Add +3.7% | 943,161 | $31.5M |
| Foundations Investment Advisors, LLC | 0.45% | Reduce -2.1% | 921,479 | $30.8M |
| Brookstone Capital Management | 0.36% | Reduce -2.6% | 910,409 | $30.4M |
| Integrated Wealth Concepts LLC | 0.27% | Add +2.7% | 904,424 | $30.2M |
| Morgan Stanley | 0.00% | Add +2081.3% | 895,077 | $29.9M |
| Coppell Advisory Solutions LLC | 3.10% | Add +13.3% | 878,432 | $29.3M |
| Sound View Wealth Advisors Group, LLC | 2.00% | Add +2.0% | 868,694 | $29.0M |
| CreativeOne Wealth, LLC | 0.70% | Add +22.4% | 856,131 | $28.6M |
| Howard Capital Management, LLC | 0.36% | Add +53.9% | 812,169 | $27.1M |
| RFG Advisory, LLC | 0.55% | Reduce -22.5% | 788,325 | $26.3M |
| StoneX Group Inc. | 1.11% | Reduce -0.8% | 760,502 | $25.4M |
| Sanctuary Advisors, LLC | 0.14% | Add +5.5% | 753,423 | $25.2M |
| VestGen Advisors, LLC | 0.83% | Reduce -3.4% | 741,360 | $24.8M |
| Prosperity Consulting Group, LLC | 1.17% | Add +106.2% | 709,901 | $23.7M |
| Prospera Financial Services Inc | 0.39% | Add +3.4% | 686,664 | $22.9M |
| Ignite Planners, LLC | 3.74% | Reduce -0.4% | 682,794 | $22.8M |
| Independent Financial Group, LLC | 0.55% | Add +19.7% | 682,753 | $22.8M |
| Ausdal Financial Partners, Inc. | 1.07% | Add +12.6% | 659,627 | $22.0M |
| Valtinson Bruner Financial Planning LLC | 6.53% | Add +2.3% | 659,402 | $22.0M |
| WealthPlan Investment Management, LLC | 1.44% | Reduce -0.2% | 649,043 | $21.7M |
| Rovin Capital /Ut/ | 5.84% | Reduce -0.1% | 631,219 | $21.1M |
| Holos Integrated Wealth LLC | 11.48% | Add +1.5% | 590,239 | $19.5M |
| Oppenheimer & Co. Inc. | 0.23% | Add +8.6% | 555,904 | $18.6M |
| PSI Advisors, LLC | 4.66% | New | 536,667 | $17.9M |
| IFG Advisory, LLC | 0.80% | Add +21.8% | 525,348 | $17.6M |
| Hibernia Wealth Partners, LLC | 11.13% | Reduce -48.2% | 519,808 | $17.4M |
| Stratos Wealth Partners, LTD. | 0.20% | Reduce -6.9% | 503,183 | $16.8M |
| Flagship Harbor Advisors, LLC | 0.72% | Add +10.4% | 496,714 | $16.6M |
| Solano Wealth Investment Advisors LLC | 7.99% | Add +0.2% | 495,542 | $16.6M |
| Centennial Wealth Advisory LLC | 4.58% | Add +3.2% | 492,872 | $16.5M |
| IMG Wealth Management, Inc. | 10.89% | Add +13.3% | 481,858 | $16.1M |
| Cooper Financial Group | 1.74% | Reduce -0.4% | 469,898 | $15.7M |
| Bleakley Financial Group, LLC | 0.35% | Add +2.3% | 453,846 | $15.2M |
| Symphony Financial Services, Inc. | 7.91% | Add +1.0% | 439,852 | $14.7M |
| Hobart Private Capital, LLC | 3.07% | Reduce -5.7% | 439,202 | $14.7M |
| WealthPLAN Partners, LLC | 2.14% | Add +1.4% | 426,960 | $14.3M |
| HighTower Advisors, LLC | 0.02% | Add +2.9% | 426,331 | $14.2M |
| Key Financial Inc | 2.57% | Add +0.6% | 415,309 | $13.9M |
| HBW Advisory Services LLC | 1.56% | Add +6.5% | 414,530 | $13.9M |
| Strategic Blueprint, LLC | 0.60% | Add +2.9% | 408,257 | $13.6M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -2.6% | 396,865 | $13.3M |
| Pallas Capital Advisors LLC | 0.48% | Add +57.6% | 393,039 | $13.1M |
| Cooper Capital Advisors LLC | 8.45% | Add +0.9% | 391,446 | $13.1M |
| Sigma Planning Corp | 0.36% | Add +1.2% | 379,638 | $12.7M |
| Meridian Wealth Management, LLC | 0.48% | Add +2.3% | 375,508 | $12.5M |
| Apollon Wealth Management, LLC | 0.22% | Add +3.1% | 374,741 | $12.5M |
| Geneos Wealth Management Inc. | 0.32% | Add +6.7% | 373,346 | $12.5M |
| Uniting Wealth Partners, LLC | 2.86% | New | 362,966 | $12.1M |
| Great Valley Advisor Group, Inc. | 0.24% | Add +2.7% | 361,538 | $12.1M |
| Tower Wealth Partners, Inc. | 6.43% | Reduce -0.4% | 350,459 | $11.7M |
| Schulz Wealth, LTD. | 7.74% | Add +12.2% | 350,277 | $11.7M |
| Triton Wealth Management, PLLC | 4.45% | Reduce -1.7% | 346,287 | $11.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +7.6% | 345,866 | $11.6M |
| Money Concepts Capital Corp. | 0.71% | Add +4.0% | 343,980 | $11.5M |
| Creative Planning | 0.01% | Add +878.4% | 332,327 | $11.1M |
| Ergawealth Advisors, Inc. | 5.06% | Reduce -20.2% | 324,852 | $10.9M |
| Kirkwood Financial Services | 3.99% | — | 322,364 | $10.8M |
| Lifestyle Asset Management, Inc. | 3.68% | Reduce -41.8% | 322,515 | $10.8M |
| Financial Network Wealth Advisors LLC | 11.14% | Reduce -2.9% | 304,845 | $10.2M |
| Frederick Financial Consultants, LLC | 5.47% | Add +3.5% | 292,058 | $9.8M |
| Ssi Investment Management LLC | 3.66% | Add +0.4% | 289,444 | $9.7M |
| Solitude Financial Services | 3.29% | Add +2.3% | 288,009 | $9.6M |
| Regal Investment Advisors LLC | 0.62% | Add +8.1% | 284,167 | $9.5M |
| World Equity Group, Inc. | 2.04% | Add +3.0% | 269,131 | $9.0M |
| Golden State Wealth Management, LLC | 0.97% | Add +11.4% | 263,820 | $8.8M |
| LeClair Wealth Partners LLC | 5.48% | Add +8.9% | 263,335 | $8.8M |
| Rehmann Capital Advisory Group | 0.47% | Reduce -3.7% | 259,483 | $8.7M |
| Twin Peaks Wealth Advisors, LLC | 2.95% | Add +3.1% | 258,428 | $8.6M |
| PMG Wealth Management, Inc. | 6.53% | Add +4.2% | 256,960 | $8.6M |
| Centaurus Financial, Inc. | 0.39% | Add +5.7% | 247,068 | $8.3M |
| Financial Futures Ltd Liability Co. | 3.96% | Add +4.4% | 244,146 | $8.2M |
| Benjamin Edwards Inc. | 0.09% | Add +25.8% | 241,028 | $8.1M |
| Atria Investments, Inc | 0.09% | Add +2.0% | 238,368 | $8.0M |
| Capital Investment Advisory Services, LLC | 0.62% | Add +3.2% | 235,109 | $7.9M |
| AE Wealth Management LLC | 0.05% | Add +25.1% | 235,097 | $7.9M |
| FreeGulliver LLC | 3.47% | Add +7.8% | 231,171 | $7.7M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -16.1% | 221,841 | $7.4M |
| Kingsview Wealth Management, LLC | 0.11% | Reduce -2.7% | 219,361 | $7.3M |
| Chris Bulman Inc | 3.63% | Add +1.5% | 216,921 | $7.2M |
| Principal Securities, Inc. | 0.12% | Add +12.8% | 214,913 | $7.2M |
| Madrona Financial Services, LLC | 1.56% | Add +1.6% | 210,948 | $7.0M |
| Family Capital Management, Inc. | 3.36% | Reduce -1.7% | 210,467 | $7.0M |
| Jacobi Capital Management LLC | 0.43% | Add +2.3% | 209,852 | $7.0M |
| Synovus Financial Corp. | 0.08% | Add +4.7% | 202,881 | $6.8M |
| Concorde Asset Management, LLC | 2.81% | — | 201,218 | $6.7M |
| Andina Capital Management, LLC | 3.76% | Add +83.2% | 199,274 | $6.7M |
| Seros Financial, LLC | 4.02% | Reduce -59.0% | 198,973 | $6.6M |
| PCG Wealth Advisors, LLC | 1.93% | New | 197,930 | $6.6M |
| RiverTree Advisors, LLC | 4.20% | Reduce -2.6% | 195,959 | $6.5M |
| Gateway Wealth Partners, LLC | 0.88% | Add +6.3% | 195,241 | $6.5M |
| Integrated Advisors Network LLC | 0.27% | Add +4.9% | 194,385 | $6.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +10.4% | 193,313 | $6.5M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -3.8% | 185,984 | $6.2M |
| HFG Wealth Management, LLC | 3.37% | Reduce -3.6% | 185,740 | $6.2M |
| Encompass More Asset Management | 1.17% | Reduce -0.4% | 181,707 | $6.1M |
| Arkadios Wealth Advisors | 0.15% | Add +14.8% | 180,284 | $6.0M |
| Legacy Wealth Managment, LLC | 2.72% | Add +163.6% | 180,112 | $6.0M |
| First Heartland Consultants, Inc. | 0.48% | Add +1.2% | 178,429 | $6.0M |
| FOCUS Wealth Advisors, LLC | 2.87% | Add +1.1% | 178,410 | $6.0M |
| Gallagher Fiduciary Advisors, LLC | 0.22% | Reduce -0.7% | 177,616 | $5.9M |
| Koshinski Asset Management, Inc. | 0.42% | Add +66.2% | 177,280 | $5.9M |
| SCS Capital Management LLC | 0.06% | Add +3.1% | 173,874 | $5.8M |
| Pine Valley Investments Ltd Liability Co | 0.28% | Add +0.5% | 159,567 | $5.3M |
| Bigelow Investment Advisors, LLC | 2.11% | New | 156,385 | $5.2M |
| Western Wealth Management, LLC | 0.27% | Reduce -5.9% | 154,796 | $5.2M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -29.3% | 154,615 | $5.2M |
| Consolidated Portfolio Review Corp | 0.65% | Add +0.7% | 154,357 | $5.2M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +2.0% | 152,693 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.0% | 150,895 | $5.0M |
| Wealth Watch Advisors, INC | 2.03% | Add +42.7% | 147,576 | $4.9M |
| Cambridge Advisors Inc. | 0.93% | Reduce -2.7% | 142,685 | $4.8M |
| Wedbush Securities Inc. | 0.15% | Reduce -5.5% | 139,399 | $4.7M |
| Noble Wealth Management PBC | 2.48% | — | 139,170 | $4.7M |
| Savant Capital, LLC | 0.03% | Add +22.3% | 139,060 | $4.6M |
| Iams Wealth Management, LLC | 1.83% | Add +9.1% | 136,523 | $4.6M |
| KPP Advisory Services LLC | 0.68% | New | 136,297 | $4.6M |
| Maridea Wealth Management LLC | 0.70% | Add +9.8% | 133,570 | $4.5M |
| Core Wealth Advisors, Inc. | 1.16% | Reduce -20.2% | 133,484 | $4.5M |
| Central Pacific Bank - Trust Division | 0.56% | Add +2.4% | 131,945 | $4.4M |
| WCG Wealth Advisors LLC | 0.27% | Add +1.1% | 131,185 | $4.4M |
| Creative Financial Designs Inc. | 0.29% | Add +0.7% | 130,858 | $4.4M |
| Amplius Wealth Advisors, LLC | 0.38% | Reduce -86.8% | 130,194 | $4.4M |
| Capasso Planning Partners LLC | 2.66% | Add +89.0% | 127,665 | $4.3M |
| Trail Ridge Investment Advisors, LLC | 1.91% | Add +5.4% | 127,617 | $4.3M |
| NWF Advisory Services Inc. | 0.45% | Add +7.4% | 122,110 | $4.1M |
| Boyum Wealth Architects LLC | 2.48% | Add +3.4% | 120,454 | $4.0M |
| Stonebridge Financial Planning Group, LLC | 1.50% | Reduce -4.9% | 119,250 | $4.0M |
| Keystone Financial Group | 0.30% | Reduce -4.3% | 116,084 | $3.9M |
| Five Pine Wealth Management | 2.62% | Add +0.4% | 115,921 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -0.3% | 115,232 | $3.9M |
| Onyx Bridge Wealth Group LLC | 0.41% | Reduce -0.5% | 113,875 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +3.4% | 112,067 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Add +4.0% | 111,481 | $3.7M |
| Tsfg, LLC | 0.59% | Add +3.0% | 110,434 | $3.7M |
| Navalign, LLC | 0.97% | Add +15.7% | 109,777 | $3.7M |
| Ameritas Advisory Services, LLC | 0.24% | Reduce -42.1% | 107,912 | $3.6M |
| Acorn Wealth Advisors, LLC | 1.12% | Reduce -5.4% | 107,284 | $3.6M |
| Prism Advisors, Inc. | 0.95% | Reduce -13.5% | 104,971 | $3.5M |
| Financial Guidance Group, Inc. | 1.57% | Add +10.4% | 104,737 | $3.5M |
| Summit Financial, LLC | 0.05% | New | 103,982 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -33.4% | 103,704 | $3.5M |
| SLT Holdings LLC | 2.31% | Add +55.2% | 103,071 | $3.4M |
| Calton & Associates, Inc. | 0.49% | Add +6.9% | 96,742 | $3.2M |
| Park Avenue Securities LLC | 0.03% | Add +8.4% | 95,683 | $3.2M |
| Northeast Planning Associates, Inc. / NH / | 2.71% | Add +40.2% | 95,575 | $3.2M |
| Breakthru Advisory Services, LLC | 2.09% | Reduce -40.9% | 95,227 | $3.2M |
| Perennial Investment Advisors, LLC | 0.26% | Add +0.6% | 95,120 | $3.2M |
| Harvest Investment Services, LLC | 0.64% | Reduce -11.1% | 94,659 | $3.2M |
| Keystone Wealth Services, LLC | 0.67% | Add +14.4% | 92,500 | $3.1M |
| Kovack Advisors, Inc. | 0.27% | Reduce -25.7% | 86,192 | $2.9M |
| Merit Financial Group, LLC | 0.03% | Add +35.6% | 85,806 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.7% | 85,777 | $2.9M |
| HBK Sorce Advisory LLC | 0.07% | New | 85,193 | $2.8M |
| IFP Advisors, Inc | 0.07% | Add +8.7% | 85,009 | $2.8M |
| BridgePort Financial Solutions, LLC | 0.76% | Add +14.0% | 84,956 | $2.8M |
| GPS Wealth Strategies Group, LLC | 0.30% | Add +5.4% | 84,649 | $2.8M |
| PKS Advisory Services, LLC | 0.65% | Reduce -10.3% | 83,963 | $2.8M |
| Falcon Wealth Planning | 0.25% | No change | 82,750 | $2.8M |
| Trilogy Capital Inc. | 0.13% | Add +20.6% | 82,406 | $2.8M |
| Simplicity Wealth,LLC | 0.16% | Reduce -19.0% | 81,568 | $2.7M |
| PFG Advisors | 0.11% | Add +7.3% | 81,019 | $2.7M |
| Glen Eagle Advisors, LLC | 0.37% | Reduce -0.9% | 79,881 | $2.7M |
| Center for Financial Planning, Inc. | 0.28% | Add +6.3% | 77,342 | $2.6M |
| Maia Wealth LLC | 0.44% | Reduce -3.1% | 76,429 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +3.1% | 75,984 | $2.5M |
| International Assets Investment Management, LLC | 0.20% | No change | 79,350 | $2.5M |
| Mutual Advisors, LLC | 0.06% | Add +18.4% | 74,726 | $2.5M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -3.2% | 72,120 | $2.4M |
| Prostatis Group LLC | 0.60% | Reduce -10.7% | 71,284 | $2.4M |
| AQR Capital Management | 0.00% | Add +110.8% | 70,731 | $2.4M |
| Secured Retirement Advisors, LLC | 1.31% | Add +0.9% | 70,036 | $2.3M |
| CoreCap Advisors, LLC | 0.08% | Reduce -72.5% | 69,584 | $2.3M |
| Stephens Inc. | 0.03% | Reduce -5.2% | 67,301 | $2.2M |
| Perissos Private Wealth Management, LLC | 1.63% | Add +1.3% | 66,855 | $2.2M |
| Private Trust Co. NA | 0.19% | Add +8.3% | 65,903 | $2.2M |
| MAI Capital Management | 0.01% | Add +1.9% | 63,830 | $2.1M |
| Independent Wealth Network Inc. | 0.69% | Add +11.7% | 63,685 | $2.1M |
| Perigon Wealth Management, LLC | 0.04% | Add +12.0% | 63,585 | $2.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.15% | Reduce -3.8% | 61,185 | $2.0M |
| Global Retirement Partners, LLC | 0.04% | Add +5.0% | 58,823 | $2.0M |
| Mgo One Seven LLC | 0.04% | Reduce -3.1% | 57,441 | $1.9M |
| Clark Wealth Partners | 1.17% | Reduce -10.2% | 55,975 | $1.9M |
| Magnolia Capital Advisors LLC | 0.48% | Reduce -2.0% | 54,965 | $1.8M |
| TFB Advisors LLC | 0.52% | Reduce -4.0% | 54,139 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +1.8% | 53,102 | $1.8M |
| Purus Wealth Management, LLC | 0.56% | Reduce -1.2% | 52,790 | $1.8M |
| Integrity Financial Corp | 0.83% | Reduce -18.2% | 51,993 | $1.7M |
| Precedent Wealth Partners, LLC | 0.38% | Add +4.9% | 51,224 | $1.7M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -0.1% | 50,237 | $1.7M |
| Asset Allocation Strategies LLC | 0.33% | Add +17.1% | 50,479 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +58.5% | 50,107 | $1.7M |
| Novem Group | 0.20% | Add +1.1% | 49,991 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -7.4% | 49,578 | $1.7M |
| DHJJ Financial Advisors, Ltd. | 0.56% | Add +2.7% | 49,156 | $1.6M |
| Apollon Financial, LLC | 0.27% | Reduce -2.4% | 48,785 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +15.0% | 48,230 | $1.6M |
| Nvest Financial, LLC | 0.91% | Reduce -46.1% | 47,490 | $1.6M |
| Sovran Advisors, LLC | 0.14% | Add +21.1% | 45,713 | $1.5M |
| Ascentis Independent Advisors | 0.26% | New | 46,013 | $1.5M |
| Legacy Edge Advisors, LLC | 0.18% | Add +19.0% | 45,219 | $1.5M |
| Bank of Montreal | 0.00% | No change | 44,238 | $1.5M |
| Moors & Cabot, Inc. | 0.06% | Add +70.5% | 43,955 | $1.5M |
| TCFG Wealth Management, LLC | 0.58% | Reduce -0.0% | 43,926 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.50% | Reduce -7.9% | 43,452 | $1.5M |
| Blue Bell Private Wealth Management, LLC | 0.22% | Reduce -6.0% | 43,404 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +5.7% | 43,220 | $1.4M |
| Mascagni Wealth Management, Inc. | 1.11% | Add +0.3% | 43,029 | $1.4M |
| Capital Advisory Group Advisory Services, LLC | 0.45% | Add +3.5% | 43,008 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +7.0% | 42,913 | $1.4M |
| Verus Capital Partners, LLC | 0.11% | Add +6.0% | 42,041 | $1.4M |
| Balboa Wealth Partners | 0.24% | Add +1.2% | 41,809 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +50.5% | 41,758 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +25.7% | 41,533 | $1.4M |
| TrueWealth Advisors, LLC | 0.37% | Reduce -0.0% | 40,688 | $1.4M |
| Wolff Wiese Magana LLC | 0.77% | Add +1407.3% | 40,577 | $1.4M |
| Larson Financial Group LLC | 0.05% | Add +8.0% | 40,520 | $1.4M |
| Renaissance Technologies | 0.00% | Add +61.4% | 40,500 | $1.4M |
| Tucker Asset Management LLC | 0.41% | Add +57.8% | 40,404 | $1.4M |
| Riverbend Wealth Management, LLC | 0.92% | Reduce -3.6% | 39,544 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | No change | 38,585 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.23% | Reduce -3.0% | 37,695 | $1.3M |
| Wagner Wealth Management, LLC | 0.29% | Add +11.9% | 37,544 | $1.3M |
| Heritage Wealth Management, Inc. | 0.37% | Add +8.3% | 37,300 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +0.8% | 37,175 | $1.2M |
| McCarthy & Cox | 0.27% | New | 36,058 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Reduce -0.1% | 35,880 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +30.6% | 34,746 | $1.2M |
| FSA Advisors, Inc. | 0.91% | Add +2.3% | 34,225 | $1.1M |
| Bright Futures Wealth Management, LLC. | 0.90% | — | 34,173 | $1.1M |
| Synergy Financial Group, LTD | 0.76% | Add +9.8% | 33,648 | $1.1M |
| RDA Financial Network | 0.28% | Reduce -6.9% | 33,448 | $1.1M |
| L.M. Kohn & Company | 1.31% | Reduce -79.8% | 32,608 | $1.1M |
| Quad-Cities Investment Group, LLC | 0.46% | Reduce -3.8% | 32,553 | $1.1M |
| Sonoma Private Wealth LLC | 1.29% | Add +0.1% | 32,402 | $1.1M |
| Whipplewood Advisors, LLC | 0.71% | Add +0.9% | 32,284 | $1.1M |
| Lanark Financial, Inc. | 0.08% | Add +8.6% | 31,626 | $1.1M |
| Element Wealth, LLC | 0.46% | Add +1.4% | 31,543 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +30.9% | 31,095 | $1.0M |
| Cozad Asset Management Inc. | 0.08% | Reduce -25.8% | 31,066 | $1.0M |
| Brooklyn Investment Group | 0.14% | No change | 33,644 | $1.0M |
| Advisory Resource Group | 0.18% | Add +91.7% | 30,583 | $1.0M |
| Strategic Financial Concepts, LLC | 0.15% | Add +4.4% | 30,271 | $1.0M |
| SteelPeak Wealth, LLC | 0.03% | Reduce -1.6% | 30,050 | $1.0M |
| Private Advisory Group LLC | 0.09% | Reduce -11.8% | 29,534 | $987K |
| Lighthouse Wealth Management Inc. | 0.80% | Add +3.6% | 29,329 | $980K |
| OneAscent Financial Services LLC | 0.07% | Add +8.3% | 29,274 | $978K |
| Echo Wealth Management, LLC | 0.56% | Add +19.6% | 28,525 | $953K |
| Hazlett, Burt & Watson, Inc. | 0.34% | Add +2.6% | 28,439 | $950K |
| Gotham Asset Management | 0.00% | New | 28,370 | $948K |
| Flagstar Securities, Inc. | 0.28% | Reduce -67.8% | 27,786 | $929K |
| LVZ, Inc. | 0.10% | Add +12.6% | 27,323 | $913K |
| Kestra Investment Management, LLC | 0.02% | Add +2.9% | 27,313 | $913K |
| Nwam LLC | 0.05% | Add +2.9% | 27,046 | $908K |
| Ancora Advisors LLC | 0.02% | No change | 27,000 | $902K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.1% | 26,944 | $900K |
| Drake & Associates, LLC | 0.19% | Reduce -90.1% | 26,366 | $889K |
| Barnes Wealth Management Group, Inc | 0.49% | Add +242.8% | 26,580 | $888K |
| N.E.W. Advisory Services LLC | 0.08% | Add +141.3% | 26,364 | $881K |
| American Institute for Advanced Investment Management, LLP | 0.57% | Reduce -15.4% | 26,110 | $873K |
| Claro Advisors Inc. | 0.13% | Reduce -16.2% | 26,026 | $870K |
| Worth Asset Management, LLC | 0.39% | Add +4.2% | 25,775 | $861K |
| Alliance Wealth Advisors, LLC | 0.43% | Reduce -0.6% | 25,604 | $856K |
| Concentrum Wealth Management | 0.25% | Add +2.5% | 25,572 | $855K |
| Forge Financial Services LLC | 0.40% | Reduce -11.3% | 25,424 | $851K |
| Bullseye Investment Management, LLC | 0.53% | No change | 28,041 | $833K |
| Paragon Private Wealth Management, LLC | 0.27% | Reduce -0.2% | 24,705 | $826K |
| Synergy Investment Management, LLC | 0.31% | New | 24,518 | $819K |
| Sowell Financial Services LLC | 0.03% | Reduce -15.3% | 23,839 | $797K |
| EWG Elevate Inc. | 0.25% | No change | 23,711 | $792K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +35.4% | 23,592 | $788K |
| Citadel Advisors | 0.00% | Reduce -50.0% | 22,788 | $762K |
| Clear Creek Financial Management, LLC | 0.06% | Add +1.5% | 22,129 | $740K |
| Ameriflex Group, Inc. | 0.28% | Add +4065.2% | 21,992 | $735K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +181.9% | 21,655 | $724K |
| FSB Premier Wealth Management, Inc. | 0.24% | Reduce -22.6% | 21,538 | $720K |
| Uptick Partners, LLC | 0.19% | Reduce -1.8% | 21,376 | $714K |
| HB Wealth Management, LLC | 0.00% | Add +0.8% | 21,125 | $706K |
| Wiser Advisor Group LLC | 0.87% | New | 20,842 | $697K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.7% | 20,606 | $689K |
| EdgeRock Capital LLC | 0.19% | No change | 20,510 | $685K |
| Claris Financial LLC | 0.38% | New | 20,213 | $676K |
| Axis Wealth Partners, LLC | 0.39% | Add +2.5% | 20,053 | $670K |
| Spire Wealth Management | 0.02% | Reduce -1.5% | 19,907 | $665K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.2% | 19,779 | $661K |
| Prevail Innovative Wealth Advisors, LLC | 0.13% | No change | 19,411 | $649K |
| Vise Technologies, Inc. | 0.02% | Reduce -42.4% | 19,252 | $643K |
| Belpointe Asset Management LLC | 0.02% | Reduce -10.4% | 19,184 | $641K |
| Assetmark, Inc. | 0.00% | Add +8.8% | 18,627 | $623K |
| Brass Tax Wealth Management, Inc. | 0.10% | Add +5.6% | 18,422 | $616K |
| Castleview Partners, LLC | 0.33% | Add +2.5% | 18,307 | $612K |
| Adamsbrown Wealth Consultants LLC | 0.16% | No change | 17,760 | $594K |
| ABLE Financial Group, LLC | 0.13% | Reduce -3.7% | 17,593 | $588K |
| Summit Wealth Partners, LLC | 0.11% | Add +5.0% | 17,425 | $582K |
| Lake Street Private Wealth, LLC | 0.08% | Add +5.0% | 17,381 | $581K |
| Michels Family Financial, LLC | 0.45% | Add +6.6% | 17,277 | $577K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -19.4% | 17,096 | $571K |
| Equity Wealth Partners, LLC | 0.45% | — | 16,678 | $557K |
| Winebrenner Capital Management LLC | 0.40% | Reduce -9.6% | 16,469 | $550K |
| Allworth Financial LP | 0.00% | No change | 16,080 | $537K |
| Fermata Advisors, LLC | 0.14% | Reduce -41.5% | 16,013 | $535K |
| Integrity Alliance, Llc. | 0.03% | New | 15,853 | $530K |
| Journey Strategic Wealth LLC | 0.01% | Add +8.1% | 15,543 | $519K |
| Clarus Group, Inc. | 0.18% | No change | 15,505 | $518K |
| Cascade Investment Group, Inc. | 0.34% | Add +57.9% | 15,285 | $511K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +6.5% | 14,827 | $496K |
| Capital Analysts, LLC | 0.01% | Add +46.5% | 14,792 | $495K |
| Vista Cima Wealth Management LLC | 0.41% | Reduce -1.3% | 14,667 | $490K |
| Comerica Bank | 0.00% | Add +21.6% | 14,640 | $489K |
| Smith, Moore & Co. | 0.04% | Add +0.3% | 14,422 | $482K |
| Lifeworks Advisors, LLC | 0.06% | No change | 14,163 | $473K |
| Columbia Advisory Partners LLC | 0.32% | Reduce -12.9% | 14,018 | $468K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -2.1% | 13,980 | $467K |
| Richmond Investment Services, LLC | 0.09% | Add +3.2% | 13,920 | $465K |
| Prosperity Wealth Management, Inc. | 0.15% | Reduce -38.5% | 13,448 | $449K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -9.2% | 13,391 | $448K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +0.1% | 13,063 | $437K |
| Atlas Private Wealth Advisors | 0.11% | Reduce -50.0% | 13,028 | $435K |
| Ewa, LLC | 0.12% | New | 12,898 | $431K |
| Nicholson Wealth Management Group, LLC | 0.24% | No change | 12,345 | $413K |
| SimpliFi, Inc. | 0.18% | No change | 12,341 | $412K |
| Legacy Solutions, LLC | 0.37% | Add +2.8% | 12,182 | $407K |
| Maripau Wealth Management LLC | 0.20% | Add +39.0% | 12,158 | $406K |
| Runnymede Capital Advisors, Inc. | 0.32% | No change | 11,702 | $391K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 11,456 | $382K |
| Kilter Group LLC | 0.18% | Reduce -50.6% | 11,333 | $379K |
| Apeiron RIA LLC | 0.08% | Add +0.4% | 10,970 | $366K |
| Founders Financial Securities LLC | 0.02% | Reduce -37.6% | 10,943 | $366K |
| Advisor Resource Council | 0.49% | Reduce -88.7% | 10,890 | $364K |
| Brookwood Investment Group LLC | 0.05% | Add +63.9% | 10,803 | $361K |
| Murphy & Mullick Capital Management Corp | 0.27% | Add +12.1% | 10,650 | $359K |
| Armstrong, Fleming & Moore, Inc | 0.17% | No change | 10,570 | $353K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -6.5% | 14,515 | $351K |
| RPS Advisory Solutions LLC | 0.17% | Add +3.3% | 10,284 | $344K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 10,061 | $336K |
| Carnegie Investment Counsel | 0.01% | No change | 9,939 | $332K |
| Canal Capital Management, LLC | 0.05% | No change | 9,843 | $329K |
| Optivise Advisory Services LLC | 0.19% | New | 9,523 | $318K |
| Avior Wealth Management, LLC | 0.01% | Add +1.2% | 9,394 | $314K |
| &partners | 0.00% | New | 9,360 | $313K |
| Pursue Wealth Partners LLC | 0.16% | No change | 8,970 | $300K |
| LifeWealth Investments, LLC | 0.10% | Reduce -29.2% | 8,933 | $299K |
| Garden State Investment Advisory Services LLC | 0.07% | No change | 8,850 | $296K |
| Sequent Planning LLC | 0.08% | Add +4.0% | 8,796 | $294K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 8,592 | $287K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,398 | $284K |
| Leigh Baldwin & Co., LLC | 0.16% | Reduce -63.7% | 8,507 | $284K |
| Traction Financial Partners, LLC | 0.17% | Add +26.0% | 8,161 | $273K |
| GSG Advisors LLC | 0.07% | Reduce -31.5% | 8,146 | $273K |
| Savvy Advisors, Inc. | 0.01% | Reduce -15.2% | 8,064 | $269K |
| Catalina Capital Group, LLC | 0.17% | Reduce -0.6% | 8,015 | $268K |
| Ameriprise Financial Inc. | 0.00% | New | 7,820 | $261K |
| Cary Street Partners Financial LLC | 0.01% | New | 7,708 | $258K |
| Masso Torrence Wealth Management Inc. | 0.10% | Add +2.4% | 7,522 | $251K |
| Prosperity Financial Group, Inc. | 0.09% | No change | 7,491 | $250K |
| HCR Wealth Advisors | 0.03% | Add +17.8% | 7,467 | $250K |
| CIBC Private Wealth Group LLC | 0.00% | New | 7,470 | $250K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.8% | 7,386 | $247K |
| Fortress Private Ledger, LLC | 0.09% | Reduce -0.9% | 7,157 | $239K |
| McDonald Partners LLC | 0.07% | No change | 7,000 | $234K |
| Accel Wealth Management | 0.07% | No change | 6,916 | $231K |
| Fearless Solutions, LLC dba Best Invest | 0.15% | New | 6,850 | $229K |
| Sunbelt Securities, Inc. | 0.02% | New | 6,794 | $227K |
| Ipsen Advisor Group LLC | 0.16% | New | 6,747 | $225K |
| Advyzon Investment Management, LLC | 0.04% | Reduce -3.6% | 6,645 | $222K |
| Independent Advisor Alliance | 0.01% | No change | 6,584 | $220K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 6,537 | $218K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -26.1% | 6,463 | $215K |
| Davies Financial Advisors, Inc. | 0.17% | Reduce -32.0% | 6,374 | $213K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -48.0% | 6,333 | $212K |
| Well Done, LLC | 0.03% | New | 6,000 | $201K |
| Capital Asset Advisory Services LLC | 0.01% | New | 6,000 | $201K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -19.3% | 6,000 | $201K |
| WESPAC Advisors SoCal, LLC | 0.04% | Reduce -40.0% | 5,997 | $200K |
| Bokf, NA | 0.00% | No change | 5,000 | $167K |
| Rossby Financial, LCC | 0.05% | Add +67.3% | 4,716 | $158K |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 4,584 | $153K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +13.7% | 4,478 | $150K |
| Richard W. Paul & Associates, LLC | 0.05% | Reduce -23.6% | 4,055 | $136K |
| Wells Fargo & Company | 0.00% | Reduce -47.0% | 3,366 | $112K |
| Avion Wealth | 0.02% | No change | 3,186 | $106K |
| MTM Investment Management, LLC | 0.03% | No change | 3,000 | $100K |
| MPWM Advisory Solutions, LLC | 0.05% | No change | 2,666 | $89K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,473 | $83K |
| Scarborough Advisors, LLC | 0.01% | Add +21.7% | 2,426 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.9% | 2,320 | $78K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,887 | $63K |
| Asset Dedication, LLC | 0.00% | No change | 1,661 | $56K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,497 | $50K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,428 | $48K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,418 | $47K |
| Concord Wealth Partners | 0.01% | New | 1,197 | $40K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,118 | $37K |
| TruNorth Capital Management, LLC | 0.01% | No change | 1,000 | $33K |
| Sound Income Strategies, LLC | 0.00% | No change | 919 | $31K |
| Bernard Wealth Management Corp. | 0.01% | No change | 873 | $29K |
| Hantz Financial Services, Inc. | 0.00% | No change | 700 | $23K |
| TD Capital Management LLC | 0.00% | New | 660 | $22K |
| Fifth Third Bancorp | 0.00% | No change | 629 | $21K |
| US Bancorp \de | 0.00% | No change | 575 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 510 | $17K |
| GAMMA Investing LLC | 0.00% | No change | 500 | $17K |
| Financial Connections Group, Inc. | 0.01% | No change | 408 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | New | 310 | $10K |
| Trust Co. of Toledo NA | 0.00% | No change | 292 | $10K |
| Crewe Advisors LLC | 0.00% | New | 212 | $7K |
| Richardson Capital Management LLC | 0.00% | New | 180 | $6K |
| Compass Financial Services Inc | 0.00% | New | 100 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -13.3% | 98 | $3K |
| Premier Financial Group | 0.00% | New | 92 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 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.