BUFS Institutional Ownership & Shareholders
FTVEST LDDRDSMCPMOD BUFF ETF (BUFS) is currently held by 55 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $136.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of BUFS tracked by InsiderSet, reporting ownership valued at approximately $22.30M 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 $22.08M, representing an estimated loss of -1.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed BUFS value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Newedge Advisors, Llc, Centennial Wealth Advisory Llc, and several other long-term asset managers with concentrated positions in FTVEST LDDRDSMCPMOD BUFF ETF (BUFS).
This page ranks the largest institutional BUFS 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
55
Total Reported Value
$136.15M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$22.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.01% | 888,795 | $22,299,867 | $22,077,668 | -$222,199 | -1.00% | |
| Newedge Advisors, Llc | 0.06% | 824,063 | $20,675,737 | $20,469,725 | -$206,012 | -1.00% | |
| Centennial Wealth Advisory Llc | 2.78% | 545,593 | $13,475,007 | $13,552,530 | +$77,523 | +0.58% | |
| Cetera Investment Advisers | 0.01% | 408,429 | $10,247,484 | $10,145,376 | -$102,108 | -1.00% | |
| Raymond James Financial Inc | 0.00% | 389,359 | $9,769,017 | $9,671,678 | -$97,339 | -1.00% | |
| Mml Investors Services, Llc | 0.02% | 340,159 | $8,534,589 | $8,449,550 | -$85,039 | -1.00% | |
| Geneos Wealth Management Inc. | 0.17% | 335,044 | $8,406,254 | $8,322,493 | -$83,761 | -1.00% | |
| Osaic Holdings, Inc. | 0.01% | 298,922 | $7,499,637 | $7,425,222 | -$74,415 | -0.99% | |
| Advisory Services Network, Llc | 0.05% | 160,889 | $4,036,711 | $3,996,483 | -$40,228 | -1.00% | |
| Independent Financial Group, Llc | 0.05% | 103,674 | $2,559,711 | $2,575,262 | +$15,551 | +0.61% | |
| Integrated Wealth Concepts Llc | 0.01% | 76,467 | $1,918,557 | $1,899,440 | -$19,117 | -1.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 77,657 | $1,918,128 | $1,929,000 | +$10,872 | +0.57% | |
| Assuredpartners Investment Advisors, Llc | 0.18% | 73,676 | $1,848,531 | $1,830,112 | -$18,419 | -1.00% | |
| Sanctuary Advisors, Llc | 0.01% | 68,321 | $1,714,174 | $1,697,094 | -$17,080 | -1.00% | |
| Truist Financial Corp | 0.00% | 66,280 | $1,636,453 | $1,646,395 | +$9,942 | +0.61% | |
| Arlington Capital Management, Inc. | 0.75% | 52,995 | $1,308,447 | $1,316,396 | +$7,949 | +0.61% | |
| Kestra Advisory Services, Llc | 0.00% | 43,366 | $1,088,053 | $1,077,211 | -$10,842 | -1.00% | |
| Keystone Wealth Services, Llc | 0.20% | 42,142 | $1,057,343 | $1,046,807 | -$10,536 | -1.00% | |
| Citadel Advisors Llc | 0.00% | 35,406 | $888,337 | $879,485 | -$8,852 | -1.00% | |
| Alphastar Capital Management, Llc | 0.05% | 34,920 | $862,179 | $867,413 | +$5,234 | +0.61% | |
| Cwm, Llc | 0.00% | 37,044 | $854,235 | $920,173 | +$65,938 | +7.72% | |
| Kovack Advisors, Inc. | 0.04% | 33,931 | $850,311 | $842,846 | -$7,465 | -0.88% | |
| Capital Analysts, Llc | 0.02% | 32,244 | $809,000 | $800,941 | -$8,059 | -1.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,330 | $735,890 | $728,557 | -$7,333 | -1.00% | |
| Kingsview Wealth Management, Llc | 0.01% | 27,478 | $689,423 | $682,554 | -$6,869 | -1.00% | |
| Claro Advisors Inc. | 0.07% | 27,345 | $686,078 | $679,250 | -$6,828 | -1.00% | |
| Susquehanna International Group, Llp | 0.00% | 23,624 | $592,726 | $586,820 | -$5,906 | -1.00% | |
| Synergy Asset Management, Llc | 0.05% | 22,197 | $556,923 | $551,373 | -$5,550 | -1.00% | |
| Capasso Planning Partners Llc | 0.27% | 21,882 | $549,019 | $543,549 | -$5,470 | -1.00% | |
| Ifp Advisors, Inc | 0.01% | 20,918 | $516,465 | $519,603 | +$3,138 | +0.61% | |
| Newedge Wealth, Llc | 0.01% | 19,787 | $496,456 | $491,509 | -$4,947 | -1.00% | |
| World Equity Group, Inc. | 0.19% | 19,088 | $471,284 | $474,146 | +$2,862 | +0.61% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 19,033 | $469,925 | $472,780 | +$2,855 | +0.61% | |
| Lpl Financial Llc | 0.00% | 18,616 | $467,075 | $462,421 | -$4,654 | -1.00% | |
| Legacy Capital Wealth Partners, Llc | 0.10% | 18,782 | $463,728 | $466,545 | +$2,817 | +0.61% | |
| Oneascent Financial Services Llc | 0.02% | 17,903 | $449,186 | $444,711 | -$4,475 | -1.00% | |
| Brookstone Capital Management | 0.00% | 17,922 | $442,494 | $445,182 | +$2,688 | +0.61% | |
| Odonnell Financial Services, Llc | 0.13% | 17,554 | $440,430 | $436,041 | -$4,389 | -1.00% | |
| Dhjj Financial Advisors, Ltd. | 0.13% | 17,667 | $436,199 | $438,848 | +$2,649 | +0.61% | |
| Tradition Wealth Management, Llc | 0.02% | 14,260 | $357,783 | $354,218 | -$3,565 | -1.00% | |
| Winnow Wealth Llc | 0.24% | 14,456 | $356,919 | $359,087 | +$2,168 | +0.61% | |
| Principal Securities, Inc. | 0.00% | 12,644 | $317,238 | $314,077 | -$3,161 | -1.00% | |
| Arq Wealth Advisors, Llc | 0.04% | 12,689 | $313,292 | $315,195 | +$1,903 | +0.61% | |
| National Wealth Management Group, Llc | 0.09% | 12,182 | $300,774 | $302,601 | +$1,827 | +0.61% | |
| Mariner, Llc | 0.00% | 11,985 | $300,704 | $297,707 | -$2,997 | -1.00% | |
| Ameritas Investment Partners, Inc. | 0.01% | 11,490 | $288,284 | $285,412 | -$2,872 | -1.00% | |
| Vise Technologies, Inc. | 0.00% | 10,930 | $269,862 | $271,501 | +$1,639 | +0.61% | |
| Chris Bulman Inc | 0.09% | 10,631 | $262,480 | $264,074 | +$1,594 | +0.61% | |
| Bank Of New York Mellon Corp | 0.00% | 8,650 | $217,032 | $214,866 | -$2,166 | -1.00% | |
| Certior Financial Group, Llc | 0.12% | 8,663 | $213,889 | $215,189 | +$1,300 | +0.61% |
Frequently asked questions about BUFS
Who are the largest institutional holders of BUFS?
The largest institutional holders of BUFS reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Newedge Advisors, Llc, Centennial Wealth Advisory Llc, Cetera Investment Advisers, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported BUFS position.
What is BUFS institutional ownership?
This page tracks BUFS positions reported by institutional investment managers through SEC Form 13F. FTVEST LDDRDSMCPMOD BUFF ETF (BUFS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BUFS?
InsiderSet currently tracks 55 institutional managers reporting BUFS 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 BUFS shareholders.
How much BUFS stock do institutions own?
Institutional investment managers disclosed approximately $136.15M in BUFS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BUFS institutional ownership last updated?
The latest BUFS 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 BUFS 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 BUFS position after the reporting date.
Are institutions buying or selling BUFS?
Institutional buying and selling can be analyzed by comparing BUFS positions across consecutive 13F reporting periods. InsiderSet's BUFS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUFS ownership changes.
How has BUFS institutional ownership changed over time?
InsiderSet tracks BUFS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.