BUFQ Institutional Ownership & Shareholders

FT VST LAD NSDQ BUF ETF-USDI (BUFQ) is currently held by 188 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.19B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of BUFQ tracked by InsiderSet, reporting ownership valued at approximately $348.02M 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 $347.76M, representing an estimated loss of -0.08% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed BUFQ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cetera Investment Advisers, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FT VST LAD NSDQ BUF ETF-USDI (BUFQ).

This page ranks the largest institutional BUFQ 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

188

Total Reported Value

$1.19B

Largest Holder

Lpl Financial Llc

Largest Position

$348.02M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

50

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.08%8,862,303$348,022,633$347,756,770-$265,863-0.08%
Cetera Investment Advisers0.07%1,840,918$72,292,835$72,237,622-$55,213-0.08%
Envestnet Asset Management Inc0.01%1,450,393$56,956,933$56,913,421-$43,512-0.08%
Stratos Wealth Partners, Ltd.0.55%1,379,944$54,190,439$54,149,003-$41,436-0.08%
Osaic Holdings, Inc.0.05%1,090,086$42,806,751$42,774,975-$31,776-0.07%
Wells Fargo & Company/Mn0.01%1,032,527$40,547,335$40,516,359-$30,976-0.08%
Newedge Advisors, Llc0.10%884,967$34,752,666$34,726,105-$26,561-0.08%
Commonwealth Equity Services, Llc0.04%777,379$31,499,377$30,504,352-$995,025-3.16%
Raymond James Financial Inc0.01%718,291$28,207,287$28,185,739-$21,548-0.08%
Centennial Wealth Advisory Llc5.69%681,864$27,637,072$26,756,343-$880,729-3.19%
Mml Investors Services, Llc0.05%627,075$24,625,235$24,606,423-$18,812-0.08%
Royal Bank Of Canada0.00%538,560$21,149,000$21,133,094-$15,906-0.08%
Private Advisor Group, Llc0.09%485,448$19,063,582$19,048,980-$14,602-0.08%
Valtinson Bruner Financial Planning Llc4.23%421,321$17,071,933$16,532,636-$539,297-3.16%
Equitable Holdings, Inc.0.10%417,888$16,410,462$16,397,925-$12,537-0.08%
Harbour Investments, Inc.0.20%386,233$15,167,370$15,155,783-$11,587-0.08%
Truist Financial Corp0.02%342,180$13,865,134$13,427,143-$437,991-3.16%
Sequent Planning Llc2.75%327,898$12,876,554$12,866,718-$9,836-0.08%
Img Wealth Management, Inc.6.54%313,074$12,685,766$12,285,024-$400,742-3.16%
Kestra Advisory Services, Llc0.03%297,449$12,052,621$11,671,899-$380,722-3.16%
Integrated Wealth Concepts Llc0.08%305,295$11,988,936$11,979,776-$9,160-0.08%
Seros Financial, Llc5.92%287,456$11,647,721$11,279,773-$367,948-3.16%
Geneos Wealth Management Inc.0.19%231,736$9,100,273$9,093,321-$6,952-0.08%
Macro Advisors, Inc.2.69%214,906$8,439,359$8,432,911-$6,448-0.08%
Flagship Harbor Advisors, Llc0.29%192,354$7,794,186$7,547,971-$246,215-3.16%
Gladstone Institutional Advisory Llc0.24%195,474$7,676,254$7,670,400-$5,854-0.08%
Rivertree Advisors, Llc4.39%181,885$7,369,980$7,137,167-$232,813-3.16%
Accel Wealth Management1.50%171,672$6,956,134$6,736,409-$219,725-3.16%
Legacy Wealth Managment, Llc/Id2.76%170,386$6,691,058$6,685,947-$5,111-0.08%
Iams Wealth Management, Llc1.93%163,068$6,607,517$6,398,788-$208,729-3.16%
Mpwm Advisory Solutions, Llc2.85%158,667$6,230,859$6,226,093-$4,766-0.08%
Creative Financial Designs Inc0.27%143,587$5,638,661$5,634,354-$4,307-0.08%
Atria Investments, Inc0.05%134,316$5,442,470$5,270,560-$171,910-3.16%
Triton Wealth Management, Pllc1.62%136,111$5,285,190$5,340,996+$55,806+1.06%
Gallagher Fiduciary Advisors, Llc0.16%123,612$4,854,233$4,850,535-$3,698-0.08%
Janney Montgomery Scott Llc0.01%119,384$4,688,000$4,684,628-$3,372-0.07%
Financial Guidance Group, Inc.1.66%114,748$4,649,574$4,502,712-$146,862-3.16%
Ifg Advisory, Llc0.16%117,256$4,604,643$4,601,125-$3,518-0.08%
Cwm, Llc0.01%123,586$4,365,058$4,849,515+$484,457+11.10%
Pitti Group Wealth Management, Llc3.18%111,014$4,359,520$4,356,189-$3,331-0.08%
Aptus Capital Advisors, Llc0.03%110,511$4,339,767$4,336,452-$3,315-0.08%
Golden State Wealth Management, Llc0.35%94,878$3,844,457$3,723,013-$121,444-3.16%
Twin Peaks Wealth Advisors, Llc0.86%96,498$3,789,461$3,786,582-$2,879-0.08%
Keystone Wealth Services, Llc0.64%87,497$3,436,007$3,433,382-$2,625-0.08%
Oppenheimer & Co Inc0.04%84,383$3,419,199$3,311,189-$108,010-3.16%
Advisory Services Network, Llc0.04%86,171$3,383,933$3,381,350-$2,583-0.08%
Wealthcare Advisory Partners Llc0.06%82,168$3,329,447$3,224,272-$105,175-3.16%
Kovack Advisors, Inc.0.16%84,665$3,307,178$3,322,255+$15,077+0.46%
Richmond Investment Services, Llc1.04%80,931$3,279,323$3,175,732-$103,591-3.16%
Goldenstone Wealth Management Llc2.08%81,056$3,183,058$3,180,637-$2,421-0.08%
Showing 50 of 188

Frequently asked questions about BUFQ

  • Who are the largest institutional holders of BUFQ?

    The largest institutional holders of BUFQ reported in the latest SEC Form 13F filings include Lpl Financial Llc, Cetera Investment Advisers, Envestnet Asset Management Inc, Stratos Wealth Partners, Ltd., and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported BUFQ position.

  • What is BUFQ institutional ownership?

    This page tracks BUFQ positions reported by institutional investment managers through SEC Form 13F. FT VST LAD NSDQ BUF ETF-USDI (BUFQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own BUFQ?

    InsiderSet currently tracks 188 institutional managers reporting BUFQ 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 BUFQ shareholders.

  • How much BUFQ stock do institutions own?

    Institutional investment managers disclosed approximately $1.19B in BUFQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was BUFQ institutional ownership last updated?

    The latest BUFQ 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 BUFQ 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 BUFQ position after the reporting date.

  • Are institutions buying or selling BUFQ?

    Institutional buying and selling can be analyzed by comparing BUFQ positions across consecutive 13F reporting periods. InsiderSet's BUFQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUFQ ownership changes.

  • How has BUFQ institutional ownership changed over time?

    InsiderSet tracks BUFQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.