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Security record

BUFR

FT Vest Laddered Buffer ETF · Financial Services · Asset Management - Bonds

37.91 -0.1% mkt cap $10.25B quote delayed (FMP) · as of Oct 13 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
37Tracked holders
+6Δ holders
124.90MShares held
$4.56BReported value
+8New positions
−3Exits
Strongly Rising Conviction score 72/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +19.4% · share flow +6.5% · net new positions +13.5% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 — −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 — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 47.46M +0.8% $1.73B 0.4% ▲ Add 3 SEC ↗
2 Cetera Investment Advisers 14.07M +4.5% $513.89M 0.5% ▲ Add 3 SEC ↗
3 Envestnet Asset Management Inc 9.55M +7.4% $348.78M 0.1% ▲ Add 3 SEC ↗
4 Commonwealth Equity Services, Llc 9.48M -4.4% $346.22M 0.4% ▼ Trim 3 SEC ↗
5 Osaic Holdings, Inc. 8.18M +6.0% $298.84M 0.4% ▲ Add 3 SEC ↗ ×5
6 Raymond James Financial Inc 7.70M +26.8% $281.40M 0.1% ▲ Add 3 SEC ↗ ×3
7 Morgan Stanley ✦ 7.28M +32.7% $266.08M 0.0% ▲ Add 4 SEC ↗
8 Royal Bank Of Canada 5.07M +7.3% $185.37M 0.0% ▲ Add 3 SEC ↗ ×6
9 Wells Fargo & Company/Mn 3.89M +29.3% $142.26M 0.0% ▲ Add 3 SEC ↗ ×2
10 Mml Investors Services, Llc 3.77M +25.5% $137.60M 0.3% ▲ Add 3 SEC ↗
11 Wealth Enhancement Advisory… 3.38M +10.3% $124.18M 0.2% ▲ Add 3 SEC ↗
12 Truist Financial Corp 2.99M +38.6% $109.27M 0.1% ▲ Add 3 SEC ↗ ×2
13 Rockefeller Capital Management L.P. 552.11K +38.2% $20.17M 0.0% ▲ Add 3 SEC ↗
14 UBS Group AG 429.39K New $15.69M 0.0% New 1 SEC ↗ ×2
15 JPMorgan Chase ✦ 189.24K +3.6% $6.89M 0.0% ▲ Add 4 SEC ↗ ×4
16 Creative Planning 128.04K +3.6% $4.68M 0.0% ▲ Add 3 SEC ↗
17 Mariner, LLC 97.28K -89.6% $3.55M 0.0% ▼ Trim 3 SEC ↗ ×2
18 Captrust Financial Advisors 96.56K +113.8% $3.53M 0.0% ▲ Add 3 SEC ↗
19 Mercer Global Advisors Inc /Adv 91.60K -30.6% $3.35M 0.0% ▼ Trim 3 SEC ↗
20 Nuveen, LLC 82.94K New $3.03M 0.0% New 1 SEC ↗
21 AQR Capital Management ✦ 82.79K +31.5% $3.02M 0.0% ▲ Add 8 SEC ↗
22 Renaissance Technologies ✦ 50.20K +127.2% $1.83M 0.0% ▲ Add 2 SEC ↗
23 Bank Of Montreal /Can/ 48.92K +1.7% $1.79M 0.0% ▲ Add 3 SEC ↗ ×2
24 CIBC Bancorp USA Inc. 48.74K New $1.78M 0.0% New 1 SEC ↗
25 Ameriprise Financial Inc 40.38K +23.5% $1.48M 0.0% ▲ Add 3 SEC ↗
26 First Trust Advisors Lp 26.53K +2.9% $969,267 0.0% ▲ Add 3 SEC ↗
27 Quantinno Capital Management LP 24.92K New $910,328 0.0% New 1 SEC ↗
28 Assetmark, Inc 23.32K +17.5% $851,953 0.0% ▲ Add 3 SEC ↗
29 Fifth Third Bancorp 18.26K +18.1% $667,111 0.0% ▲ Add 3 SEC ↗
30 Bank of New York Mellon Corp 14.81K New $540,993 0.0% New 1 SEC ↗ ×3
31 Gotham Asset Management ✦ 8.29K -5.6% $302,943 0.0% ▼ Trim 4 SEC ↗
32 Lido Advisors, LLC 6.71K New $245,080 0.0% New 1 SEC ↗
33 Jones Financial Companies Lllp 4.90K -70.5% $176,978 0.0% ▼ Trim 3 SEC ↗
34 BlackRock ✦ (passive) 2.61K New $95,453 0.0% New 1 SEC ↗
35 Northwestern Mutual Wealth… 2.33K -67.7% $85,042 0.0% ▼ Trim 3 SEC ↗
36 TD Waterhouse Canada Inc. 545 0.0% $19,893 0.0% Held 3 SEC ↗
37 Us Bancorp \De\ 174 New $6,356 0.0% New 1 SEC ↗

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

New buyers

UBS Group AG $15.69M 0.0%
Nuveen, LLC $3.03M 0.0%
CIBC Bancorp USA Inc. $1.78M 0.0%
Quantinno Capital Management… $910,328 0.0%
Bank of New York Mellon Corp $540,993 0.0%
Lido Advisors, LLC $245,080 0.0%
BlackRock $95,453 0.0%
Us Bancorp \De\ $6,356 0.0%

Exited

Jane Street Group, Llc $20.36M was 0.0%
HighTower Advisors, LLC $19.66M was 0.0%
Susquehanna International… $1.19M 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.

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: Q2 2026 · Methodology · Get this via the API