BFLB Institutional Ownership & Shareholders
BUFFERLABS US EQ DYN BUF ETF (BFLB) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $63.30M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealthplan Investment Management, Llc is currently the largest disclosed institutional shareholder of BFLB tracked by InsiderSet, reporting ownership valued at approximately $42.80M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $42.54M, representing an estimated loss of -0.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BFLB value among the investors covered in this analysis. Major shareholders include Wealthplan Investment Management, Llc, Wealthplan Partners, Llc, Steward Partners Investment Advisory, Llc, and several other long-term asset managers with concentrated positions in BUFFERLABS US EQ DYN BUF ETF (BFLB).
This page ranks the largest institutional BFLB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
8
Total Reported Value
$63.30M
Largest Holder
Wealthplan Investment Management, Llc
Largest Position
$42.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
10
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthplan Investment Management, Llc | 2.07% | 771,269 | $42,797,100 | $42,543,198 | -$253,902 | -0.59% | |
| Wealthplan Partners, Llc | 2.06% | 201,583 | $11,185,679 | $11,119,318 | -$66,361 | -0.59% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 126,825 | $6,905,621 | $6,995,667 | +$90,046 | +1.30% | |
| Cwc Advisors, Llc. | 0.71% | 27,352 | $1,517,741 | $1,508,736 | -$9,005 | -0.59% | |
| Old Mission Capital Llc | 0.02% | 12,167 | $662,493 | $671,132 | +$8,639 | +1.30% | |
| Composition Wealth, Llc | 0.00% | 3,675 | $200,104 | $202,713 | +$2,609 | +1.30% | |
| Ubs Group Ag | 0.00% | 502 | $27,334 | $27,690 | +$356 | +1.30% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 20 | $1,110 | $1,103 | -$7 | -0.61% |
Frequently asked questions about BFLB
Who are the largest institutional holders of BFLB?
The largest institutional holders of BFLB reported in the latest SEC Form 13F filings include Wealthplan Investment Management, Llc, Wealthplan Partners, Llc, Steward Partners Investment Advisory, Llc, Cwc Advisors, Llc., and Old Mission Capital Llc. InsiderSet ranks institutional holders by their latest reported BFLB position.
What is BFLB institutional ownership?
This page tracks BFLB positions reported by institutional investment managers through SEC Form 13F. BUFFERLABS US EQ DYN BUF ETF (BFLB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BFLB?
InsiderSet currently tracks 8 institutional managers reporting BFLB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BFLB shareholders.
How much BFLB stock do institutions own?
Institutional investment managers disclosed approximately $63.30M in BFLB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BFLB institutional ownership last updated?
The latest BFLB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BFLB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BFLB position after the reporting date.
Are institutions buying or selling BFLB?
Institutional buying and selling can be analyzed by comparing BFLB positions across consecutive 13F reporting periods. InsiderSet's BFLB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BFLB ownership changes.
How has BFLB institutional ownership changed over time?
InsiderSet tracks BFLB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.