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Security record · archived quarter

BUFD

FT Vest Laddered Deep Buffer ETF · Financial Services · Asset Management

30.23 +0.1% mkt cap $1.93B quote delayed (FMP) · as of Aug 26 14:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q3 2024 Q2 2024
24Tracked holders
-2Δ holders
25.08MShares held
$702.10MReported value
+3New positions
−5Exits
Stable Conviction score 48/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -7.7% · share flow +7.8% · net new positions -8.3%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 26 +3 25.41M $755.35M +4 −1
Q1 2026 24 -2 25.08M $702.10M +3 −5
Q4 2025 26 +3 23.25M $656.62M +3
Q3 2025 1 23.82K $658,412
Q3 2024 1 0 16.17K $404,847
Q2 2024 1 40.83K $992,961
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 10.77M +5.6% $301.52M 0.1% ▲ Add 2 SEC ↗
2 Envestnet Asset Management Inc 3.04M +8.9% $85.24M 0.0% ▲ Add 2 SEC ↗
3 Osaic Holdings, Inc. 2.30M +3.0% $64.52M 0.1% ▲ Add 2 SEC ↗
4 Osaic Holdings, Inc. 2.30M +3.0% $64.52M 0.1% ▲ Add 2 SEC ↗
5 Cetera Investment Advisers 2.13M +12.0% $59.52M 0.1% ▲ Add 2 SEC ↗
6 Raymond James Financial Inc 1.36M +10.8% $38.11M 0.0% ▲ Add 2 SEC ↗
7 Raymond James Financial Inc 1.36M +10.8% $38.11M 0.0% ▲ Add 2 SEC ↗
8 Truist Financial Corp 856.69K -0.2% $23.99M 0.0% ▼ Trim 2 SEC ↗
9 Wells Fargo & Company/Mn 851.85K +127.0% $23.85M 0.0% ▲ Add 2 SEC ↗
10 Wells Fargo & Company/Mn 851.85K +127.0% $23.85M 0.0% ▲ Add 2 SEC ↗
11 Cwm, Llc 736.97K +5.4% $20.64M 0.1% ▲ Add 2 SEC ↗
12 Commonwealth Equity Services, Llc 733.13K -9.0% $20.53M 0.0% ▼ Trim 2 SEC ↗
13 Mml Investors Services, Llc 694.61K -18.4% $19.45M 0.1% ▼ Trim 2 SEC ↗
14 Royal Bank Of Canada 590.56K +8.7% $16.54M 0.0% ▲ Add 2 SEC ↗
15 Royal Bank Of Canada 590.56K +8.7% $16.54M 0.0% ▲ Add 2 SEC ↗
16 Royal Bank Of Canada 590.56K +8.7% $16.54M 0.0% ▲ Add 2 SEC ↗
17 Mariner, LLC 422.10K -2.0% $11.82M 0.0% ▼ Trim 2 SEC ↗
18 Mariner, LLC 422.10K -2.0% $11.82M 0.0% ▼ Trim 2 SEC ↗
19 Mariner, LLC 422.10K -2.0% $11.82M 0.0% ▼ Trim 2 SEC ↗
20 Mercer Global Advisors Inc /Adv 317.49K New $8.89M 0.0% New 1 SEC ↗
21 Creative Planning 125.72K -2.0% $3.52M 0.0% ▼ Trim 2 SEC ↗
22 Wealth Enhancement Advisory… 34.87K +20.4% $978,913 0.0% ▲ Add 2 SEC ↗
23 HighTower Advisors, LLC 31.14K +233.6% $871,881 0.0% ▲ Add 2 SEC ↗
24 Rockefeller Capital Management L.P. 24.45K +25.6% $684,572 0.0% ▲ Add 2 SEC ↗
25 Morgan Stanley 23.84K -6.9% $667,464 0.0% ▼ Trim 3 SEC ↗
26 Susquehanna International Group, Llp 20.38K +32.7% $570,528 0.0% ▲ Add 2 SEC ↗
27 Assetmark, Inc 4.08K -1.6% $114,240 0.0% ▼ Trim 2 SEC ↗
28 JPMorgan Chase 1.52K -38.5% $41,839 0.0% ▼ Trim 2 SEC ↗
29 Jones Financial Companies Lllp 1.47K New $40,629 0.0% New 1 SEC ↗
30 UBS Group AG 230 New $6,440 0.0% New 1 SEC ↗
31 Bank Of Montreal /Can/ 150 0.0% $4,200 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Mercer Global Advisors Inc… $8.89M 0.0%
Jones Financial Companies Lllp $40,629 0.0%
UBS Group AG $6,440 0.0%

Exited

Ameriprise Financial Inc $961,177 was 0.0%
Jane Street Group, Llc $742,514 was 0.0%
Goldman Sachs Group $576,520 was 0.0%
Citadel Advisors $483,243 was 0.0%
Bank Of America Corp /De/ $19,909 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 190 holders, 48.46M shares, $1.33B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API