BUFR
FT Vest Laddered Buffer ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +2.1% ·
net new positions -5.9%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.59M | $135.58M | n/a | −1 |
| Q2 2026 | 37 | +6 | 124.90M | $4.56B | +8 | −3 |
| Q1 2026 | 33 | -1 | 123.04M | $4.16B | +3 | −4 |
| Q4 2025 | 34 | -2 | 114.98M | $3.94B | n/a | −2 |
| Q3 2025 | 6 | +1 | 1.36M | $45.43M | +1 | n/a |
| Q2 2025 | 3 | 0 | 104.25K | $3.32M | +1 | −1 |
| Q1 2025 | 3 | 0 | 74.41K | $2.21M | +1 | −1 |
| Q4 2024 | 3 | +1 | 372.09K | $11.34M | +1 | n/a |
| Q3 2024 | 2 | 0 | 151.48K | $4.53M | +1 | −1 |
| Q2 2024 | 2 | n/a | 277.25K | $8.02M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 44.62M | n/a | $1.53B | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 12.86M | n/a | $440.59M | 0.5% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 11.53M | n/a | $394.98M | 0.5% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 7.18M | n/a | $246.14M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 6.92M | n/a | $236.95M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 5.55M | n/a | $190.27M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 7 | Cwm, Llc | 4.96M | n/a | $170.07M | 0.5% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 4.80M | n/a | $164.36M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 9 | Wealth Enhancement Advisory… | 3.72M | n/a | $128.46M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 3.63M | n/a | $124.26M | 0.3% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 3.46M | +286.1% | $118.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 2.12M | n/a | $72.54M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 1.30M | n/a | $44.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mariner, LLC | 928.27K | n/a | $31.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | HighTower Advisors, LLC | 455.21K | n/a | $15.60M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 390.58K | n/a | $13.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 154.00K | -49.0% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Creative Planning | 128.74K | n/a | $4.41M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 76.06K | +7.5% | $2.61M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 48.04K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Captrust Financial Advisors | 44.72K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | First Trust Advisors Lp | 29.78K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 19.09K | n/a | $653,955 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 9.81K | n/a | $336,262 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 8.95K | n/a | $306,730 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 8.25K | -70.9% | $282,645 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 7.63K | n/a | $261,507 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 5.63K | n/a | $192,849 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Northwestern Mutual Wealth… | 3.92K | n/a | $134,196 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 2.79K | n/a | $95,482 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Jones Financial Companies Lllp | 932 | n/a | $31,930 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 629 | n/a | $21,550 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 575 | n/a | $19,700 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 545 | n/a | $18,661 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $1.35M | was 0.0% |
| Citadel Advisors | $761,575 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 498 holders, 216.56M shares, $7.06B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.