Effectdossier · gearchiveerd kwartaal
BUFR
FT Vest Laddered Buffer ETF · Financial Services · Asset Management - Bonds
34Gevolgde houders
-2Δ houders
114.98MGehouden aandelen
$3.94BGerapporteerde waarde
+0Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.6% ·
aandelenstroom +2.1% ·
netto nieuwe posities -5.9%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +6 | 125.55M | $4.59B | +8 | −2 |
| Q1 2026 | 33 | -1 | 123.04M | $4.16B | +3 | −4 |
| Q4 2025 | 34 | -2 | 114.98M | $3.94B | — | −2 |
| Q3 2025 | 6 | +1 | 1.36M | $45.43M | +1 | — |
| 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 | — |
| Q3 2024 | 2 | 0 | 151.48K | $4.53M | +1 | −1 |
| Q2 2024 | 2 | — | 277.25K | $8.02M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 44.62M | — | $1.53B | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 12.86M | — | $440.59M | 0.5% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 11.53M | — | $394.98M | 0.5% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 7.18M | — | $246.14M | 0.4% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 7.18M | — | $246.14M | 0.4% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 7.18M | — | $246.14M | 0.4% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 6.92M | — | $236.95M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 5.55M | — | $190.27M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.55M | — | $190.27M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 5.55M | — | $190.27M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 4.96M | — | $170.07M | 0.5% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 4.80M | — | $164.36M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 4.80M | — | $164.36M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 4.80M | — | $164.36M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 4.80M | — | $164.36M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 4.80M | — | $164.36M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.80M | — | $164.36M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 3.72M | — | $128.46M | 0.2% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 3.63M | — | $124.26M | 0.3% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 3.46M | +286.1% | $118.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 2.12M | — | $72.54M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 2.12M | — | $72.54M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1.30M | — | $44.65M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.30M | — | $44.65M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 928.27K | — | $31.80M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 928.27K | — | $31.80M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 928.27K | — | $31.80M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 455.21K | — | $15.60M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 390.58K | — | $13.38M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 154.00K | -49.0% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 154.00K | -49.0% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 154.00K | -49.0% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 154.00K | -49.0% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Creative Planning | 128.74K | — | $4.41M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 76.06K | +7.5% | $2.61M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 48.04K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 48.04K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Captrust Financial Advisors | 44.72K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | First Trust Advisors Lp | 29.78K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 19.09K | — | $653,955 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 9.81K | — | $336,262 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 8.95K | — | $306,730 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Gotham Asset Management ✦ | 8.25K | -70.9% | $282,645 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 7.63K | — | $261,507 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | UBS Group AG | 5.63K | — | $192,849 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | UBS Group AG | 5.63K | — | $192,849 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 3.92K | — | $134,196 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of America Corp /De/ | 2.79K | — | $95,482 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of America Corp /De/ | 2.79K | — | $95,482 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 932 | — | $31,930 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Fifth Third Bancorp | 629 | — | $21,550 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Us Bancorp \De\ | 575 | — | $19,700 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 545 | — | $18,661 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Renaissance Technologies | $1.35M | was 0.0% |
| Citadel Advisors | $761,575 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 498 houders, 216.56M aandelen, $7.06B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
Verkrijg dit via de API