FT VEST BUFFERED ALLOCATION (BUFG) Top Institutional Shareholders

FT VEST BUFFERED ALLOCATION (BUFG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $219.25M in BUFG holdings during the latest filing period.

Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of BUFG tracked by InsiderSet, reporting ownership valued at approximately $28.66M in its March 31, 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 $31.08M, representing an estimated gain of +8.44% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed BUFG value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Commonwealth Equity Services, Llc, Lpl Financial 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

85

Total Reported Value

$219.25M

Largest Holder

Envestnet Asset Management Inc

Largest Position

$28.66M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

92

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Envestnet Asset Management Inc0.01%1,067,113$28,662,662$31,082,120+$2,419,458+8.44%
Commonwealth Equity Services, Llc0.04%1,049,093$28,178,640$30,557,247+$2,378,607+8.44%
Lpl Financial Llc0.01%725,772$19,494,247$21,139,779+$1,645,532+8.44%
Centennial Wealth Advisory Llc4.36%671,115$18,026,155$19,547,768+$1,521,613+8.44%
Cetera Investment Advisers0.01%410,503$11,026,109$11,956,844+$930,735+8.44%
Osaic Holdings, Inc.0.02%401,205$10,776,287$11,686,018+$909,731+8.44%
Assetmark, Inc0.01%269,973$7,251,475$7,863,585+$612,110+8.44%
Cwm, Llc0.02%262,826$7,059,506$7,655,412+$595,906+8.44%
Pinnacle Financial Partners, Inc.0.05%258,455$6,942,108$7,528,096+$585,988+8.44%
Freegulliver Llc2.87%253,633$6,812,582$7,387,644+$575,062+8.44%
Geneos Wealth Management Inc.0.14%220,599$5,925,282$6,425,453+$500,171+8.44%
Rockefeller Capital Management L.P.0.01%192,273$5,164,453$5,600,393+$435,940+8.44%
World Equity Group, Inc.1.17%168,627$4,529,318$4,911,649+$382,331+8.44%
Tradition Wealth Management, Llc0.26%134,794$3,620,567$3,926,185+$305,618+8.44%
Valtinson Bruner Financial Planning Llc0.80%108,906$2,925,215$3,172,138+$246,923+8.44%
Transcend Capital Advisors, Llc0.23%108,712$2,919,993$3,166,487+$246,494+8.44%
Wealth Enhancement Advisory Services, Llc0.01%106,275$2,875,802$3,095,504+$219,702+7.64%
Integrated Wealth Concepts Llc0.02%105,035$2,821,239$3,059,386+$238,147+8.44%
Lunt Capital Management, Inc.0.91%87,976$2,363,035$2,562,503+$199,468+8.44%
Valmark Advisers, Inc.0.03%84,026$2,256,938$2,447,451+$190,513+8.44%
Onedigital Investment Advisors Llc0.02%83,396$2,240,017$2,429,100+$189,083+8.44%
Old Mission Capital Llc0.05%75,316$2,022,987$2,193,752+$170,765+8.44%
Kestra Advisory Services, Llc0.01%73,496$1,974,103$2,140,740+$166,637+8.44%
Arkadios Wealth Advisors0.03%72,979$1,960,216$2,125,681+$165,465+8.44%
Gateway Wealth Partners, Llc0.06%61,226$1,644,537$1,783,348+$138,811+8.44%
Sanctuary Advisors, Llc0.01%56,306$1,512,379$1,640,042+$127,663+8.44%
Advisory Services Network, Llc0.02%54,973$1,476,573$1,601,215+$124,642+8.44%
Fsb Premier Wealth Management, Inc.0.45%52,904$1,421,001$1,540,951+$119,950+8.44%
Mariner, Llc0.00%52,256$1,403,596$1,522,076+$118,480+8.44%
Aptus Capital Advisors, Llc0.01%51,547$1,384,552$1,501,425+$116,873+8.44%
Pacific Excel Wealth Advisors, Inc.1.45%51,505$1,383,427$1,500,202+$116,775+8.44%
Brookstone Capital Management0.01%46,767$1,256,162$1,362,196+$106,034+8.44%
Benson Wealth Management Inc1.59%43,165$1,159,412$1,257,280+$97,868+8.44%
Ameritas Advisory Services, Llc0.04%42,628$1,144,988$1,241,639+$96,651+8.44%
Private Advisor Group, Llc0.00%37,833$1,016,194$1,101,973+$85,779+8.44%
Jaffetilchin Investment Partners, Llc0.06%37,452$1,005,961$1,090,876+$84,915+8.44%
Harvest Investment Services, Llc0.17%35,568$955,356$1,036,000+$80,644+8.44%
Great Valley Advisor Group, Inc.0.02%34,050$914,584$991,785+$77,201+8.44%
Novem Group0.10%33,166$890,839$966,036+$75,197+8.44%
Onyx Bridge Wealth Group Llc0.09%29,977$805,182$873,149+$67,967+8.44%
Financial Guidance Group, Inc.0.30%28,037$753,074$816,642+$63,568+8.44%
Iams Wealth Management, Llc0.24%25,776$692,343$750,785+$58,442+8.44%
Pfg Advisors0.03%24,612$661,069$716,881+$55,812+8.44%
American Trust0.05%21,600$580,187$629,150+$48,963+8.44%
Wealthcare Advisory Partners Llc0.01%21,261$571,070$619,276+$48,206+8.44%
Tcfg Investment Advisors, Llc0.20%20,295$545,124$591,139+$46,015+8.44%
Tcfg Wealth Management, Llc0.20%20,295$545,124$591,139+$46,015+8.44%
Ifp Advisors, Inc0.01%19,876$533,869$578,934+$45,065+8.44%
Financial Network Wealth Advisors Llc0.53%19,227$516,437$560,031+$43,594+8.44%
Clear Creek Financial Management, Llc0.04%19,200$515,712$559,244+$43,532+8.44%

Frequently asked questions about BUFG

  • Who owns the most BUFG stock?

    The largest holders of BUFG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT VEST BUFFERED ALLOCATION (BUFG).

  • Is BUFG widely held by superinvestors?

    Many widely followed stocks like BUFG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BUFG is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.