BUFG Institutional Ownership & Shareholders
FT VEST BUFFERED ALLOCATION (BUFG) is currently held by 93 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $246.03M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of BUFG tracked by InsiderSet, reporting ownership valued at approximately $31.81M in its June 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 $32.31M, representing an estimated gain of +1.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed BUFG value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Centennial Wealth Advisory Llc, and several other long-term asset managers with concentrated positions in FT VEST BUFFERED ALLOCATION (BUFG).
This page ranks the largest institutional BUFG 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
93
Total Reported Value
$246.03M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$31.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.04% | 1,084,987 | $31,807,040 | $32,313,625 | +$506,585 | +1.59% | |
| Envestnet Asset Management Inc | 0.01% | 1,063,649 | $31,181,516 | $31,678,126 | +$496,610 | +1.59% | |
| Centennial Wealth Advisory Llc | 5.52% | 896,250 | $26,806,132 | $26,692,566 | -$113,566 | -0.42% | |
| Lpl Financial Llc | 0.00% | 675,892 | $19,814,174 | $20,129,753 | +$315,579 | +1.59% | |
| Cetera Investment Advisers | 0.01% | 437,729 | $12,832,287 | $13,036,664 | +$204,377 | +1.59% | |
| Osaic Holdings, Inc. | 0.01% | 401,362 | $11,767,170 | $11,953,564 | +$186,394 | +1.58% | |
| Assetmark, Inc | 0.01% | 289,452 | $8,654,615 | $8,620,604 | -$34,011 | -0.39% | |
| Pinnacle Financial Partners, Inc. | 0.05% | 269,133 | $7,889,801 | $8,015,454 | +$125,653 | +1.59% | |
| Cwm, Llc | 0.02% | 262,826 | $7,059,506 | $7,827,615 | +$768,109 | +10.88% | |
| Freegulliver Llc | 2.49% | 240,658 | $7,055,034 | $7,167,397 | +$112,363 | +1.59% | |
| Geneos Wealth Management Inc. | 0.13% | 225,181 | $6,602,300 | $6,706,453 | +$104,153 | +1.58% | |
| Rockefeller Capital Management L.P. | 0.01% | 199,739 | $5,855,469 | $5,948,727 | +$93,258 | +1.59% | |
| Tradition Wealth Management, Llc | 0.30% | 169,744 | $4,976,147 | $5,055,401 | +$79,254 | +1.59% | |
| Onedigital Investment Advisors Llc | 0.04% | 142,866 | $4,188,202 | $4,254,907 | +$66,705 | +1.59% | |
| Valmark Advisers, Inc. | 0.04% | 118,508 | $3,474,133 | $3,529,465 | +$55,332 | +1.59% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 113,945 | $3,436,453 | $3,393,567 | -$42,886 | -1.25% | |
| Valtinson Bruner Financial Planning Llc | 0.81% | 109,900 | $3,221,784 | $3,273,097 | +$51,313 | +1.59% | |
| Transcend Capital Advisors, Llc | 0.22% | 109,295 | $3,204,036 | $3,255,078 | +$51,042 | +1.59% | |
| Integrated Wealth Concepts Llc | 0.02% | 106,394 | $3,119,004 | $3,168,679 | +$49,675 | +1.59% | |
| Lunt Capital Management, Inc. | 1.03% | 90,094 | $2,693,811 | $2,683,225 | -$10,586 | -0.39% | |
| Kestra Advisory Services, Llc | 0.01% | 73,735 | $2,161,585 | $2,196,013 | +$34,428 | +1.59% | |
| Arkadios Wealth Advisors | 0.03% | 72,194 | $2,116,410 | $2,150,118 | +$33,708 | +1.59% | |
| Mariner, Llc | 0.00% | 63,251 | $1,854,241 | $1,883,773 | +$29,532 | +1.59% | |
| Ameritas Advisory Services, Llc | 0.04% | 61,095 | $1,791,037 | $1,819,562 | +$28,525 | +1.59% | |
| Susquehanna International Group, Llp | 0.00% | 60,636 | $1,777,581 | $1,805,892 | +$28,311 | +1.59% | |
| World Equity Group, Inc. | 0.67% | 54,601 | $1,632,567 | $1,626,154 | -$6,413 | -0.39% | |
| Aptus Capital Advisors, Llc | 0.01% | 51,547 | $1,511,131 | $1,535,199 | +$24,068 | +1.59% | |
| Sanctuary Advisors, Llc | 0.01% | 50,209 | $1,471,907 | $1,495,350 | +$23,443 | +1.59% | |
| Brookstone Capital Management | 0.01% | 47,370 | $1,416,350 | $1,410,797 | -$5,553 | -0.39% | |
| Fsb Premier Wealth Management, Inc. | 0.40% | 48,136 | $1,411,136 | $1,433,610 | +$22,474 | +1.59% | |
| Advisory Services Network, Llc | 0.02% | 45,178 | $1,324,418 | $1,345,514 | +$21,096 | +1.59% | |
| Pacific Excel Wealth Advisors, Inc. | 1.33% | 40,190 | $1,201,688 | $1,196,959 | -$4,729 | -0.39% | |
| Jaffetilchin Investment Partners, Llc | 0.06% | 38,760 | $1,136,273 | $1,154,370 | +$18,097 | +1.59% | |
| Harbour Investments, Inc. | 0.02% | 38,528 | $1,129,472 | $1,147,460 | +$17,988 | +1.59% | |
| Harvest Investment Services, Llc | 0.16% | 35,705 | $1,046,713 | $1,063,384 | +$16,671 | +1.59% | |
| Old Mission Capital Llc | 0.03% | 34,868 | $1,022,176 | $1,038,456 | +$16,280 | +1.59% | |
| Novem Group | 0.10% | 32,991 | $986,431 | $982,554 | -$3,877 | -0.39% | |
| Great Valley Advisor Group, Inc. | 0.02% | 33,155 | $971,960 | $987,439 | +$15,479 | +1.59% | |
| Gateway Wealth Partners, Llc | 0.06% | 31,981 | $937,538 | $952,474 | +$14,936 | +1.59% | |
| Citadel Advisors Llc | 0.00% | 31,483 | $922,943 | $937,642 | +$14,699 | +1.59% | |
| Atria Investments, Inc | 0.01% | 30,448 | $910,395 | $906,818 | -$3,577 | -0.39% | |
| Onyx Bridge Wealth Group Llc | 0.08% | 29,977 | $896,312 | $892,790 | -$3,522 | -0.39% | |
| Summit Financial, Llc | 0.01% | 28,516 | $835,964 | $849,278 | +$13,314 | +1.59% | |
| Financial Guidance Group, Inc. | 0.30% | 27,837 | $832,326 | $829,055 | -$3,271 | -0.39% | |
| Iams Wealth Management, Llc | 0.23% | 26,405 | $789,509 | $786,407 | -$3,102 | -0.39% | |
| Capital Analysts, Llc | 0.02% | 26,833 | $786,000 | $799,154 | +$13,154 | +1.67% | |
| Pfg Advisors | 0.04% | 23,378 | $699,002 | $696,255 | -$2,747 | -0.39% | |
| Private Advisor Group, Llc | 0.00% | 22,892 | $671,092 | $681,781 | +$10,689 | +1.59% | |
| Ifp Advisors, Inc | 0.01% | 21,516 | $643,328 | $640,800 | -$2,528 | -0.39% | |
| American Trust | 0.05% | 21,730 | $637,113 | $647,174 | +$10,061 | +1.58% |
Frequently asked questions about BUFG
Who are the largest institutional holders of BUFG?
The largest institutional holders of BUFG reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Centennial Wealth Advisory Llc, Lpl Financial Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported BUFG position.
What is BUFG institutional ownership?
This page tracks BUFG positions reported by institutional investment managers through SEC Form 13F. FT VEST BUFFERED ALLOCATION (BUFG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BUFG?
InsiderSet currently tracks 93 institutional managers reporting BUFG 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 BUFG shareholders.
How much BUFG stock do institutions own?
Institutional investment managers disclosed approximately $246.03M in BUFG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BUFG institutional ownership last updated?
The latest BUFG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 BUFG 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 BUFG position after the reporting date.
Are institutions buying or selling BUFG?
Institutional buying and selling can be analyzed by comparing BUFG positions across consecutive 13F reporting periods. InsiderSet's BUFG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUFG ownership changes.
How has BUFG institutional ownership changed over time?
InsiderSet tracks BUFG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.