BUFZ Institutional Ownership & Shareholders
FT VEST LADDERED MODERATE BU (BUFZ) is currently held by 143 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $831.34M 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 BUFZ tracked by InsiderSet, reporting ownership valued at approximately $129.32M 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 $131.96M, representing an estimated gain of +2.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed BUFZ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Forge Financial Services Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FT VEST LADDERED MODERATE BU (BUFZ).
This page ranks the largest institutional BUFZ 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
143
Total Reported Value
$831.34M
Largest Holder
Lpl Financial Llc
Largest Position
$129.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 4,630,172 | $129,320,692 | $131,959,902 | +$2,639,210 | +2.04% | |
| Forge Financial Services Llc | 10.24% | 4,256,825 | $118,893,155 | $121,319,513 | +$2,426,358 | +2.04% | |
| Raymond James Financial Inc | 0.03% | 3,878,407 | $108,323,907 | $110,534,600 | +$2,210,693 | +2.04% | |
| Osaic Holdings, Inc. | 0.05% | 1,553,382 | $43,385,332 | $44,271,387 | +$886,055 | +2.04% | |
| Envestnet Asset Management Inc | 0.01% | 1,361,973 | $38,039,906 | $38,816,231 | +$776,325 | +2.04% | |
| Kestra Advisory Services, Llc | 0.10% | 1,204,116 | $34,363,062 | $34,317,306 | -$45,756 | -0.13% | |
| Cetera Investment Advisers | 0.03% | 1,111,417 | $31,041,877 | $31,675,385 | +$633,508 | +2.04% | |
| Jacobi Capital Management Llc | 1.29% | 943,844 | $26,361,593 | $26,899,554 | +$537,961 | +2.04% | |
| Commonwealth Equity Services, Llc | 0.03% | 884,287 | $25,235,784 | $25,202,180 | -$33,605 | -0.13% | |
| Truist Financial Corp | 0.03% | 871,369 | $24,867,129 | $24,834,017 | -$33,113 | -0.13% | |
| Cwm, Llc | 0.06% | 906,048 | $23,801,881 | $25,822,368 | +$2,020,487 | +8.49% | |
| Rise Advisors, Llc | 5.67% | 704,371 | $20,101,344 | $20,074,574 | -$26,771 | -0.13% | |
| Kestra Private Wealth Services, Llc | 0.19% | 638,738 | $18,228,291 | $18,204,033 | -$24,258 | -0.13% | |
| Geneos Wealth Management Inc. | 0.28% | 485,389 | $13,556,915 | $13,833,587 | +$276,672 | +2.04% | |
| Creativeone Wealth, Llc | 0.26% | 431,458 | $12,050,622 | $12,296,553 | +$245,931 | +2.04% | |
| Arq Wealth Advisors, Llc | 1.42% | 413,644 | $11,804,559 | $11,788,854 | -$15,705 | -0.13% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 258,427 | $7,427,192 | $7,365,170 | -$62,023 | -0.84% | |
| Kingsview Wealth Management, Llc | 0.08% | 238,562 | $6,663,037 | $6,799,017 | +$135,980 | +2.04% | |
| Harbour Investments, Inc. | 0.08% | 212,660 | $5,939,594 | $6,060,810 | +$121,216 | +2.04% | |
| Bos Asset Management, Llc | 1.36% | 203,414 | $5,805,029 | $5,797,299 | -$7,730 | -0.13% | |
| Advisornet Financial, Inc | 0.25% | 190,780 | $5,477,301 | $5,437,230 | -$40,071 | -0.73% | |
| Richmond Investment Services, Llc | 1.69% | 187,136 | $5,340,487 | $5,333,376 | -$7,111 | -0.13% | |
| Mml Investors Services, Llc | 0.01% | 160,860 | $4,492,820 | $4,584,510 | +$91,690 | +2.04% | |
| Goldenstone Wealth Management Llc | 2.77% | 151,750 | $4,238,378 | $4,324,875 | +$86,497 | +2.04% | |
| Diversify Advisory Services, Llc | 0.06% | 131,698 | $3,787,626 | $3,753,393 | -$34,233 | -0.90% | |
| Diversify Wealth Management, Llc | 0.06% | 131,698 | $3,787,626 | $3,753,393 | -$34,233 | -0.90% | |
| Summit Financial, Llc | 0.04% | 131,644 | $3,676,817 | $3,751,854 | +$75,037 | +2.04% | |
| Private Advisor Group, Llc | 0.02% | 118,096 | $3,298,436 | $3,365,736 | +$67,300 | +2.04% | |
| Integrated Wealth Concepts Llc | 0.02% | 113,051 | $3,157,520 | $3,221,954 | +$64,434 | +2.04% | |
| Brookstone Capital Management | 0.03% | 101,082 | $2,884,678 | $2,880,837 | -$3,841 | -0.13% | |
| Prospera Financial Services Inc | 0.04% | 100,507 | $2,807,102 | $2,864,450 | +$57,348 | +2.04% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.75% | 97,913 | $2,794,241 | $2,790,521 | -$3,721 | -0.13% | |
| Stonex Group Inc. | 0.10% | 92,585 | $2,585,899 | $2,638,673 | +$52,774 | +2.04% | |
| Visionary Wealth Advisors | 0.10% | 90,584 | $2,530,012 | $2,581,644 | +$51,632 | +2.04% | |
| Wolff Wiese Magana Llc | 1.15% | 87,642 | $2,501,130 | $2,497,797 | -$3,333 | -0.13% | |
| Action Point Financial Planning, Llc | 0.24% | 78,105 | $2,181,473 | $2,225,993 | +$44,520 | +2.04% | |
| Atlas Private Wealth Advisors | 0.45% | 72,072 | $2,056,782 | $2,054,052 | -$2,730 | -0.13% | |
| Aqr Capital Management Llc | 0.00% | 71,750 | $2,003,978 | $2,044,875 | +$40,897 | +2.04% | |
| Gallagher Fiduciary Advisors, Llc | 0.06% | 69,777 | $1,948,873 | $1,988,645 | +$39,772 | +2.04% | |
| Mayfair Advisory Group, Llc | 0.57% | 68,278 | $1,948,517 | $1,945,923 | -$2,594 | -0.13% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 65,704 | $1,835,113 | $1,872,564 | +$37,451 | +2.04% | |
| Western Wealth Management, Llc | 0.05% | 58,273 | $1,627,562 | $1,660,781 | +$33,219 | +2.04% | |
| Sigma Planning Corp | 0.04% | 55,637 | $1,572,433 | $1,585,655 | +$13,222 | +0.84% | |
| Paragon Private Wealth Management, Llc | 0.48% | 54,602 | $1,558,232 | $1,556,157 | -$2,075 | -0.13% | |
| Farther Finance Advisors, Llc | 0.01% | 54,435 | $1,553,466 | $1,551,398 | -$2,069 | -0.13% | |
| Pinnacle Wealth Management Group, Inc. | 0.70% | 53,217 | $1,518,707 | $1,516,685 | -$2,023 | -0.13% | |
| Apollon Wealth Management, Llc | 0.02% | 51,935 | $1,482,120 | $1,480,148 | -$1,973 | -0.13% | |
| Legacy Capital Wealth Partners, Llc | 0.30% | 50,960 | $1,454,296 | $1,452,360 | -$1,936 | -0.13% | |
| Harvest Investment Services, Llc | 0.22% | 51,085 | $1,426,804 | $1,455,923 | +$29,119 | +2.04% | |
| Ergawealth Advisors, Inc. | 0.56% | 49,500 | $1,412,617 | $1,410,750 | -$1,867 | -0.13% |
Frequently asked questions about BUFZ
Who are the largest institutional holders of BUFZ?
The largest institutional holders of BUFZ reported in the latest SEC Form 13F filings include Lpl Financial Llc, Forge Financial Services Llc, Raymond James Financial Inc, Osaic Holdings, Inc., and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported BUFZ position.
What is BUFZ institutional ownership?
This page tracks BUFZ positions reported by institutional investment managers through SEC Form 13F. FT VEST LADDERED MODERATE BU (BUFZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BUFZ?
InsiderSet currently tracks 143 institutional managers reporting BUFZ 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 BUFZ shareholders.
How much BUFZ stock do institutions own?
Institutional investment managers disclosed approximately $831.34M in BUFZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BUFZ institutional ownership last updated?
The latest BUFZ 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 BUFZ 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 BUFZ position after the reporting date.
Are institutions buying or selling BUFZ?
Institutional buying and selling can be analyzed by comparing BUFZ positions across consecutive 13F reporting periods. InsiderSet's BUFZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUFZ ownership changes.
How has BUFZ institutional ownership changed over time?
InsiderSet tracks BUFZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.