FT VEST LADDERED MODERATE BU (BUFZ) Institutional Shareholders
FT VEST LADDERED MODERATE BU (BUFZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $735.63M in BUFZ holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BUFZ tracked by InsiderSet, reporting ownership valued at approximately $114.79M in its March 31, 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 $122.83M, representing an estimated gain of +7.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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
133
Total Reported Value
$735.63M
Largest Holder
Lpl Financial Llc
Largest Position
$114.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
145
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% | 4,369,686 | $114,791,652 | $122,831,873 | +$8,040,221 | +7.00% | |
| Forge Financial Services Llc | 11.03% | 4,146,972 | $108,940,993 | $116,571,383 | +$7,630,390 | +7.00% | |
| Raymond James Financial Inc | 0.02% | 2,947,016 | $77,418,110 | $82,840,620 | +$5,422,510 | +7.00% | |
| Osaic Holdings, Inc. | 0.07% | 1,875,506 | $49,268,779 | $52,720,474 | +$3,451,695 | +7.01% | |
| Envestnet Asset Management Inc | 0.01% | 1,363,762 | $35,826,028 | $38,335,350 | +$2,509,322 | +7.00% | |
| Kestra Advisory Services, Llc | 0.10% | 1,086,392 | $30,342,929 | $30,538,479 | +$195,550 | +0.64% | |
| Cetera Investment Advisers | 0.03% | 1,008,923 | $26,504,407 | $28,360,826 | +$1,856,419 | +7.00% | |
| Jacobi Capital Management Llc | 1.29% | 943,844 | $26,361,593 | $26,531,455 | +$169,862 | +0.64% | |
| Commonwealth Equity Services, Llc | 0.03% | 905,535 | $25,291,592 | $25,454,589 | +$162,997 | +0.64% | |
| Truist Financial Corp | 0.03% | 856,887 | $23,932,854 | $24,087,094 | +$154,240 | +0.64% | |
| Cwm, Llc | 0.06% | 906,048 | $23,801,881 | $25,469,009 | +$1,667,128 | +7.00% | |
| Rise Advisors, Llc | 5.55% | 706,069 | $19,720,511 | $19,847,600 | +$127,089 | +0.64% | |
| Kestra Private Wealth Services, Llc | 0.20% | 660,799 | $18,456,102 | $18,575,060 | +$118,958 | +0.64% | |
| Geneos Wealth Management Inc. | 0.28% | 466,416 | $12,252,748 | $13,110,954 | +$858,206 | +7.00% | |
| Arq Wealth Advisors, Llc | 1.48% | 425,045 | $11,922,513 | $11,948,015 | +$25,502 | +0.21% | |
| Creativeone Wealth, Llc | 0.25% | 408,952 | $10,743,169 | $11,495,641 | +$752,472 | +7.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 207,503 | $5,825,626 | $5,832,909 | +$7,283 | +0.13% | |
| Harbour Investments, Inc. | 0.08% | 201,445 | $5,291,960 | $5,662,619 | +$370,659 | +7.00% | |
| Bos Asset Management, Llc | 1.23% | 189,273 | $5,286,395 | $5,320,464 | +$34,069 | +0.64% | |
| Richmond Investment Services, Llc | 1.51% | 170,429 | $4,760,081 | $4,790,759 | +$30,678 | +0.64% | |
| Kingsview Wealth Management, Llc | 0.06% | 180,343 | $4,737,611 | $5,069,442 | +$331,831 | +7.00% | |
| Advisornet Financial, Inc | 0.21% | 165,122 | $4,611,855 | $4,641,579 | +$29,724 | +0.64% | |
| Goldenstone Wealth Management Llc | 2.97% | 155,554 | $4,087,624 | $4,372,623 | +$284,999 | +6.97% | |
| Diversify Wealth Management, Llc | 0.06% | 126,879 | $3,546,272 | $3,566,569 | +$20,297 | +0.57% | |
| Private Advisor Group, Llc | 0.02% | 118,096 | $3,298,436 | $3,319,679 | +$21,243 | +0.64% | |
| Mml Investors Services, Llc | 0.01% | 115,390 | $3,031,295 | $3,243,613 | +$212,318 | +7.00% | |
| Prospera Financial Services Inc | 0.04% | 100,507 | $2,807,102 | $2,825,252 | +$18,150 | +0.65% | |
| Brookstone Capital Management | 0.03% | 91,644 | $2,559,617 | $2,576,113 | +$16,496 | +0.64% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.68% | 91,357 | $2,551,601 | $2,568,045 | +$16,444 | +0.64% | |
| Visionary Wealth Advisors | 0.11% | 95,535 | $2,509,705 | $2,685,489 | +$175,784 | +7.00% | |
| Wolff Wiese Magana Llc | 1.08% | 83,946 | $2,344,612 | $2,359,722 | +$15,110 | +0.64% | |
| Integrated Wealth Concepts Llc | 0.02% | 85,076 | $2,234,957 | $2,391,486 | +$156,529 | +7.00% | |
| Stonex Group Inc. | 0.11% | 78,119 | $2,052,186 | $2,195,925 | +$143,739 | +7.00% | |
| Mayfair Advisory Group, Llc | 0.70% | 76,337 | $2,005,373 | $2,145,833 | +$140,460 | +7.00% | |
| Atlas Private Wealth Advisors | 0.47% | 75,796 | $1,991,153 | $2,130,626 | +$139,473 | +7.00% | |
| Aqr Capital Management Llc | 0.00% | 73,191 | $1,922,728 | $2,057,399 | +$134,671 | +7.00% | |
| Gallagher Fiduciary Advisors, Llc | 0.07% | 72,092 | $1,893,845 | $2,026,506 | +$132,661 | +7.00% | |
| Prosperity Financial Group, Inc. | 0.55% | 63,174 | $1,764,450 | $1,775,821 | +$11,371 | +0.64% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 66,543 | $1,748,085 | $1,870,524 | +$122,439 | +7.00% | |
| Ergawealth Advisors, Inc. | 0.69% | 59,817 | $1,571,393 | $1,681,456 | +$110,063 | +7.00% | |
| Paragon Private Wealth Management, Llc | 0.39% | 53,247 | $1,487,189 | $1,496,773 | +$9,584 | +0.64% | |
| Pinnacle Wealth Management Group, Inc. | 0.69% | 52,807 | $1,474,900 | $1,484,405 | +$9,505 | +0.64% | |
| Sunbelt Securities, Inc. | 0.09% | 53,231 | $1,398,378 | $1,496,323 | +$97,945 | +7.00% | |
| Susquehanna International Group, Llp | 0.00% | 52,016 | $1,366,460 | $1,462,170 | +$95,710 | +7.00% | |
| Atria Investments, Inc | 0.01% | 48,875 | $1,365,079 | $1,373,876 | +$8,797 | +0.64% | |
| Gateway Wealth Partners, Llc | 0.05% | 50,496 | $1,326,536 | $1,419,443 | +$92,907 | +7.00% | |
| Harvest Investment Services, Llc | 0.24% | 49,327 | $1,295,820 | $1,386,582 | +$90,762 | +7.00% | |
| Apollon Wealth Management, Llc | 0.02% | 45,719 | $1,276,926 | $1,285,161 | +$8,235 | +0.64% | |
| Keystone Wealth Services, Llc | 0.26% | 47,026 | $1,235,373 | $1,321,901 | +$86,528 | +7.00% | |
| Legacy Capital Wealth Partners, Llc | 0.25% | 46,806 | $1,229,594 | $1,315,717 | +$86,123 | +7.00% |
Frequently asked questions about BUFZ
Who owns the most BUFZ stock?
The largest holders of BUFZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT VEST LADDERED MODERATE BU (BUFZ).
Is BUFZ widely held by superinvestors?
Many widely followed stocks like BUFZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BUFZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.