BUFR Institutional Ownership & Shareholders
FT VEST LAD BUFFERVETF-USD I (BUFR) is currently held by 544 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.25B 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 BUFR tracked by InsiderSet, reporting ownership valued at approximately $1.73B 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 $1.78B, representing an estimated gain of +2.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed BUFR 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 VEST LAD BUFFERVETF-USD I (BUFR).
This page ranks the largest institutional BUFR 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
544
Total Reported Value
$8.25B
Largest Holder
Lpl Financial Llc
Largest Position
$1.73B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.39% | 47,463,109 | $1,733,827,374 | $1,775,120,277 | +$41,292,903 | +2.38% | |
| Cetera Investment Advisers | 0.47% | 14,067,678 | $513,892,288 | $526,131,157 | +$12,238,869 | +2.38% | |
| Envestnet Asset Management Inc | 0.08% | 9,547,720 | $348,778,230 | $357,084,728 | +$8,306,498 | +2.38% | |
| Commonwealth Equity Services, Llc | 0.44% | 9,477,811 | $346,224,429 | $354,470,131 | +$8,245,702 | +2.38% | |
| Osaic Holdings, Inc. | 0.35% | 8,180,750 | $298,839,029 | $305,960,050 | +$7,121,021 | +2.38% | |
| Raymond James Financial Inc | 0.08% | 7,703,236 | $281,399,211 | $288,101,026 | +$6,701,815 | +2.38% | |
| Morgan Stanley | 0.01% | 7,283,987 | $266,084,076 | $272,421,114 | +$6,337,038 | +2.38% | |
| Royal Bank Of Canada | 0.03% | 5,074,420 | $185,367,000 | $189,783,308 | +$4,416,308 | +2.38% | |
| Cwm, Llc | 0.46% | 5,140,529 | $173,595,647 | $192,255,785 | +$18,660,138 | +10.75% | |
| Wells Fargo & Company/Mn | 0.02% | 3,894,320 | $142,259,509 | $145,647,568 | +$3,388,059 | +2.38% | |
| Mml Investors Services, Llc | 0.28% | 3,766,840 | $137,602,667 | $140,879,816 | +$3,277,149 | +2.38% | |
| Wealth Enhancement Advisory Services, Llc | 0.20% | 3,585,186 | $135,555,877 | $134,085,956 | -$1,469,921 | -1.08% | |
| Private Advisor Group, Llc | 0.56% | 3,346,495 | $122,247,586 | $125,158,913 | +$2,911,327 | +2.38% | |
| Truist Financial Corp | 0.14% | 3,050,538 | $114,303,666 | $114,090,121 | -$213,545 | -0.19% | |
| Newedge Advisors, Llc | 0.32% | 2,983,447 | $108,985,316 | $111,580,918 | +$2,595,602 | +2.38% | |
| Kestra Advisory Services, Llc | 0.32% | 2,725,740 | $99,571,265 | $101,942,676 | +$2,371,411 | +2.38% | |
| Harbour Investments, Inc. | 1.32% | 2,685,827 | $98,113,260 | $100,449,930 | +$2,336,670 | +2.38% | |
| Gladstone Institutional Advisory Llc | 2.42% | 2,099,250 | $76,685,612 | $78,511,950 | +$1,826,338 | +2.38% | |
| Kestra Private Wealth Services, Llc | 0.75% | 1,871,279 | $70,116,838 | $69,985,835 | -$131,003 | -0.19% | |
| Macro Advisors, Inc. | 20.63% | 1,771,732 | $64,721,370 | $66,262,777 | +$1,541,407 | +2.38% | |
| Northrock Partners, Llc | 0.89% | 1,687,130 | $61,630,876 | $63,098,662 | +$1,467,786 | +2.38% | |
| Aptus Capital Advisors, Llc | 0.43% | 1,627,130 | $59,439,059 | $60,854,662 | +$1,415,603 | +2.38% | |
| Guardian Wealth Advisors, Llc / Nc | 3.07% | 1,484,319 | $54,222,158 | $55,513,531 | +$1,291,373 | +2.38% | |
| Janney Montgomery Scott Llc | 0.10% | 1,429,695 | $52,227,000 | $53,470,593 | +$1,243,593 | +2.38% | |
| Iht Wealth Management, Llc | 1.10% | 1,411,271 | $51,553,793 | $52,781,535 | +$1,227,742 | +2.38% | |
| Mckinney Capital Management, Llc | 19.17% | 1,331,602 | $48,643,421 | $49,801,915 | +$1,158,494 | +2.38% | |
| Integrated Wealth Concepts Llc | 0.29% | 1,216,069 | $44,423,019 | $45,480,981 | +$1,057,962 | +2.38% | |
| Reyes Financial Architecture, Inc. | 26.63% | 1,151,989 | $43,165,028 | $43,084,389 | -$80,639 | -0.19% | |
| Equitable Holdings, Inc. | 0.25% | 1,160,700 | $42,400,444 | $43,410,180 | +$1,009,736 | +2.38% | |
| Milestone Asset Management, Llc | 6.26% | 1,054,646 | $39,517,589 | $39,443,760 | -$73,829 | -0.19% | |
| Legacy Financial Group Llc | 4.43% | 1,077,400 | $39,357,422 | $40,294,760 | +$937,338 | +2.38% | |
| Independent Financial Group, Llc | 0.67% | 979,158 | $36,689,037 | $36,620,509 | -$68,528 | -0.19% | |
| Prosperity Consulting Group, Llc | 1.38% | 995,937 | $36,381,579 | $37,248,044 | +$866,465 | +2.38% | |
| Creativeone Wealth, Llc | 0.78% | 993,876 | $36,306,297 | $37,170,962 | +$864,665 | +2.38% | |
| Tradition Wealth Management, Llc | 2.09% | 935,346 | $34,168,189 | $34,981,940 | +$813,751 | +2.38% | |
| Bouchey Financial Group Ltd | 2.20% | 931,941 | $34,043,805 | $34,854,593 | +$810,788 | +2.38% | |
| Triad Wealth Partners, Llc | 1.87% | 897,149 | $33,616,182 | $33,553,373 | -$62,809 | -0.19% | |
| Brookstone Capital Management | 0.33% | 888,598 | $33,295,754 | $33,233,565 | -$62,189 | -0.19% | |
| Sound View Wealth Advisors Group, Llc | 2.00% | 882,918 | $32,253,004 | $33,021,133 | +$768,129 | +2.38% | |
| Prime Capital Investment Advisors, Llc | 0.30% | 809,364 | $30,326,855 | $30,270,214 | -$56,641 | -0.19% | |
| Ausdal Financial Partners, Inc. | 1.18% | 826,208 | $30,181,382 | $30,900,179 | +$718,797 | +2.38% | |
| Creative Financial Designs Inc | 1.34% | 767,287 | $28,028,994 | $28,696,534 | +$667,540 | +2.38% | |
| Goldstone Financial Group, Llc | 2.54% | 760,367 | $27,776,207 | $28,437,726 | +$661,519 | +2.38% | |
| Merit Financial Group, Llc | 0.17% | 759,755 | $27,753,850 | $28,414,837 | +$660,987 | +2.38% | |
| Sanctuary Advisors, Llc | 0.13% | 746,900 | $27,284,272 | $27,934,060 | +$649,788 | +2.38% | |
| Stratos Wealth Partners, Ltd. | 0.27% | 731,800 | $26,732,663 | $27,369,320 | +$636,657 | +2.38% | |
| Ignite Planners, Llc | 3.37% | 697,907 | $25,914,665 | $26,101,722 | +$187,057 | +0.72% | |
| Stonex Group Inc. | 1.03% | 701,880 | $25,639,665 | $26,250,312 | +$610,647 | +2.38% | |
| Valtinson Bruner Financial Planning Llc | 6.07% | 663,198 | $24,226,623 | $24,803,605 | +$576,982 | +2.38% | |
| Holos Integrated Wealth Llc | 10.86% | 641,174 | $24,165,858 | $23,979,908 | -$185,950 | -0.77% |
Frequently asked questions about BUFR
Who are the largest institutional holders of BUFR?
The largest institutional holders of BUFR reported in the latest SEC Form 13F filings include Lpl Financial Llc, Cetera Investment Advisers, Envestnet Asset Management Inc, Commonwealth Equity Services, Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported BUFR position.
What is BUFR institutional ownership?
This page tracks BUFR positions reported by institutional investment managers through SEC Form 13F. FT VEST LAD BUFFERVETF-USD I (BUFR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BUFR?
InsiderSet currently tracks 544 institutional managers reporting BUFR 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 BUFR shareholders.
How much BUFR stock do institutions own?
Institutional investment managers disclosed approximately $8.25B in BUFR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BUFR institutional ownership last updated?
The latest BUFR 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 BUFR 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 BUFR position after the reporting date.
Are institutions buying or selling BUFR?
Institutional buying and selling can be analyzed by comparing BUFR positions across consecutive 13F reporting periods. InsiderSet's BUFR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUFR ownership changes.
How has BUFR institutional ownership changed over time?
InsiderSet tracks BUFR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.