BUFY Institutional Ownership & Shareholders
FTVEST LDDRDINTLMOD BUFF ETF (BUFY) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $132.20M 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 BUFY tracked by InsiderSet, reporting ownership valued at approximately $17.38M 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 $17.64M, representing an estimated gain of +1.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed BUFY value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Janney Montgomery Scott Llc, Prasad Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in FTVEST LDDRDINTLMOD BUFF ETF (BUFY).
This page ranks the largest institutional BUFY 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
63
Total Reported Value
$132.20M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$17.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
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 | 0.02% | 742,624 | $17,383,334 | $17,637,320 | +$253,986 | +1.46% | |
| Janney Montgomery Scott Llc | 0.03% | 681,021 | $15,941,000 | $16,174,249 | +$233,249 | +1.46% | |
| Prasad Wealth Partners, Llc | 3.60% | 639,436 | $14,967,918 | $15,186,605 | +$218,687 | +1.46% | |
| Envestnet Asset Management Inc | 0.00% | 547,922 | $12,825,758 | $13,013,148 | +$187,390 | +1.46% | |
| Rockefeller Capital Management L.P. | 0.01% | 417,530 | $9,773,542 | $9,916,338 | +$142,796 | +1.46% | |
| Cetera Investment Advisers | 0.01% | 337,507 | $7,900,359 | $8,015,791 | +$115,432 | +1.46% | |
| Osaic Holdings, Inc. | 0.00% | 167,781 | $3,927,620 | $3,984,799 | +$57,179 | +1.46% | |
| Independent Financial Group, Llc | 0.07% | 161,249 | $3,826,439 | $3,829,664 | +$3,225 | +0.08% | |
| Advisory Services Network, Llc | 0.04% | 160,754 | $3,762,922 | $3,817,908 | +$54,986 | +1.46% | |
| Lpl Financial Llc | 0.00% | 121,254 | $2,838,313 | $2,879,783 | +$41,470 | +1.46% | |
| Simplicity Wealth,Llc | 0.08% | 119,095 | $2,826,124 | $2,828,506 | +$2,382 | +0.08% | |
| Integrated Wealth Concepts Llc | 0.01% | 85,211 | $1,994,623 | $2,023,761 | +$29,138 | +1.46% | |
| Keystone Wealth Services, Llc | 0.37% | 84,996 | $1,989,586 | $2,018,655 | +$29,069 | +1.46% | |
| Opus Financial Solutions Llc | 1.45% | 76,982 | $1,801,995 | $1,828,323 | +$26,328 | +1.46% | |
| Assuredpartners Investment Advisors, Llc | 0.17% | 75,643 | $1,770,651 | $1,796,521 | +$25,870 | +1.46% | |
| Newedge Advisors, Llc | 0.01% | 73,763 | $1,726,644 | $1,751,871 | +$25,227 | +1.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 73,146 | $1,721,125 | $1,737,218 | +$16,093 | +0.93% | |
| Visionary Wealth Advisors | 0.06% | 65,250 | $1,527,373 | $1,549,688 | +$22,315 | +1.46% | |
| Sigma Planning Corp | 0.04% | 58,428 | $1,386,496 | $1,387,665 | +$1,169 | +0.08% | |
| Mckinley Carter Wealth Services, Inc. | 0.07% | 58,133 | $1,379,497 | $1,380,659 | +$1,162 | +0.08% | |
| Old Mission Capital Llc | 0.03% | 58,399 | $1,367,003 | $1,386,976 | +$19,973 | +1.46% | |
| Prospera Financial Services Inc | 0.02% | 54,198 | $1,268,595 | $1,287,203 | +$18,608 | +1.47% | |
| Alphastar Capital Management, Llc | 0.06% | 41,300 | $980,042 | $980,875 | +$833 | +0.08% | |
| Kestra Advisory Services, Llc | 0.00% | 37,748 | $883,605 | $896,515 | +$12,910 | +1.46% | |
| Brookstone Capital Management | 0.01% | 36,685 | $870,535 | $871,269 | +$734 | +0.08% | |
| Susquehanna International Group, Llp | 0.00% | 34,147 | $799,313 | $810,991 | +$11,678 | +1.46% | |
| Mml Investors Services, Llc | 0.00% | 33,659 | $787,890 | $799,401 | +$11,511 | +1.46% | |
| Bip Wealth, Llc | 0.02% | 30,229 | $717,334 | $717,939 | +$605 | +0.08% | |
| Mariner, Llc | 0.00% | 29,535 | $691,355 | $701,456 | +$10,101 | +1.46% | |
| Ifp Advisors, Inc | 0.01% | 28,700 | $681,051 | $681,625 | +$574 | +0.08% | |
| Legacy Capital Wealth Partners, Llc | 0.14% | 28,566 | $677,871 | $678,443 | +$572 | +0.08% | |
| Kovack Advisors, Inc. | 0.03% | 28,459 | $664,469 | $675,901 | +$11,432 | +1.72% | |
| Kingsview Wealth Management, Llc | 0.01% | 27,041 | $632,976 | $642,224 | +$9,248 | +1.46% | |
| Claro Advisors Inc. | 0.06% | 25,638 | $600,124 | $608,903 | +$8,779 | +1.46% | |
| Truist Financial Corp | 0.00% | 24,670 | $585,419 | $585,913 | +$494 | +0.08% | |
| Dhjj Financial Advisors, Ltd. | 0.17% | 24,643 | $584,779 | $585,271 | +$492 | +0.08% | |
| National Wealth Management Group, Llc | 0.17% | 24,138 | $572,795 | $573,278 | +$483 | +0.08% | |
| Capasso Planning Partners Llc | 0.27% | 22,820 | $534,171 | $541,975 | +$7,804 | +1.46% | |
| Integrity Alliance, Llc. | 0.02% | 22,081 | $523,982 | $524,424 | +$442 | +0.08% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 21,517 | $510,598 | $511,029 | +$431 | +0.08% | |
| Chris Bulman Inc | 0.18% | 21,349 | $506,612 | $507,039 | +$427 | +0.08% | |
| Arlington Capital Management, Inc. | 0.26% | 19,182 | $455,189 | $455,573 | +$384 | +0.08% | |
| Tradition Wealth Management, Llc | 0.03% | 18,397 | $430,637 | $436,929 | +$6,292 | +1.46% | |
| Principal Securities, Inc. | 0.01% | 17,974 | $420,735 | $426,883 | +$6,148 | +1.46% | |
| Capital Analysts, Llc | 0.01% | 17,546 | $411,000 | $416,718 | +$5,718 | +1.39% | |
| Bank Of New York Mellon Corp | 0.00% | 16,943 | $396,606 | $402,396 | +$5,790 | +1.46% | |
| Winnow Wealth Llc | 0.24% | 15,028 | $356,605 | $356,915 | +$310 | +0.09% | |
| Oneascent Financial Services Llc | 0.02% | 13,663 | $319,824 | $324,496 | +$4,672 | +1.46% | |
| Mbe Wealth Management, Llc | 0.11% | 13,136 | $311,717 | $311,980 | +$263 | +0.08% | |
| Harbour Investments, Inc. | 0.00% | 13,273 | $310,694 | $315,234 | +$4,540 | +1.46% |
Frequently asked questions about BUFY
Who are the largest institutional holders of BUFY?
The largest institutional holders of BUFY reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Janney Montgomery Scott Llc, Prasad Wealth Partners, Llc, Envestnet Asset Management Inc, and Rockefeller Capital Management L.P.. InsiderSet ranks institutional holders by their latest reported BUFY position.
What is BUFY institutional ownership?
This page tracks BUFY positions reported by institutional investment managers through SEC Form 13F. FTVEST LDDRDINTLMOD BUFF ETF (BUFY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BUFY?
InsiderSet currently tracks 63 institutional managers reporting BUFY 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 BUFY shareholders.
How much BUFY stock do institutions own?
Institutional investment managers disclosed approximately $132.20M in BUFY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BUFY institutional ownership last updated?
The latest BUFY 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 BUFY 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 BUFY position after the reporting date.
Are institutions buying or selling BUFY?
Institutional buying and selling can be analyzed by comparing BUFY positions across consecutive 13F reporting periods. InsiderSet's BUFY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUFY ownership changes.
How has BUFY institutional ownership changed over time?
InsiderSet tracks BUFY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.