BUFR institutional holders

FT Vest Laddered Buffer ETF · 559 reporting institutions · $8.3B reported value

Funds that can replace BUFR · BUFR return decomposition

Institutional holdings

Institutions reporting BUFR, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$1.7B23,4582026-06-30
Cetera Investment Advisers$513.9M10,3702026-06-30
Envestnet Pmc$348.8M602026-06-30
Commonwealth Equity Services, LLC$346.2M2,8632026-06-30
Osaic Holdings, Inc.$298.8M02026-06-30
Raymond James Financial Inc$281.4M02026-06-30
Morgan Stanley$266.1M23,1852026-06-30
Royal Bank of Canada$185.4M02026-06-30
Cwm, LLC$173.6M6672026-03-31
Wells Fargo & Company/mn$142.3M02026-06-30
MML Investors Services, LLC$137.6M5,1202026-06-30
Wealth Enhancement Advisory Services, LLC$124.2M1,0262026-06-30
Private Advisor Group, LLC$122.2M9272026-06-30
Truist Financial Corp$109.3M02026-06-30
Newedge Advisors$109M6012026-06-30
Kestra Advisory Services, LLC$99.6M1,4792026-06-30
Harbour Investments, Inc.$98.1M2472026-06-30
Howard Capital Management, LLC$93M232026-06-30
Gladstone Institutional Advisory LLC$76.7M1082026-06-30
Kestra Private Wealth Services, LLC$67.8M2062026-06-30
Integrated Wealth Concepts LLC$66M4802026-06-30
MacRo Advisors, Inc.$64.7M02026-06-30
Northrock Partners, LLC$61.6M912026-06-30
Aptus Capital Advisors, LLC$59.4M212026-06-30
Guardian Wealth Advisors, LLC / Nc$54.2M332026-06-30
Iht Wealth Management LLC$51.6M1592026-06-30
McKinney Capital Management, LLC$48.6M32026-06-30
Equitable Holdings, Inc.$42.4M02026-06-30
Legacy Financial Group LLC$39.4M82026-06-30
Milestone Asset Management, LLC$38M112026-06-30
Prosperity - An Eisneramper Company$36.4M652026-06-30
Creativeone Wealth, LLC$36.3M2212026-06-30
Tradition Wealth Management, LLC$34.2M232026-06-30
Bouchey Financial Group, Ltd.$34M112026-06-30
Brookstone Capital Management$33.6M3372026-06-30
Triad Wealth Partners, LLC$33.2M492026-06-30
Sound View Wealth Advisors Group, LLC$32.3M92026-06-30
Independent Financial Group, LLC$31.9M4812026-06-30
Ausdal Financial Partners, Inc.$30.2M1892026-06-30
Creative Financial Designs Inc /adv$28M02026-06-30
Goldstone Financial Group, LLC$27.8M172026-06-30
Merit Financial Group, LLC$27.8M2952026-06-30
Sanctuary Advisors, LLC$27.3M4012026-06-30
Stratos Wealth Partners, Ltd.$26.7M3862026-06-30
Ignite Planners LLC$25.6M242026-06-30
Stonex Group Inc.$25.6M02026-06-30
Hbw Advisory Services LLC$24.8M682026-06-30
Valtinson Bruner Financial Planning LLC$24.2M72026-06-30
Hightower Advisors, LLC$23.8M1,0462026-06-30
Symphony Financial Services, Inc.$22.4M102026-06-30
Holos Integrated Wealth$22.3M32026-06-30
Prime Capital Financial$22M2652026-06-30
Reyes Financial Architecture, Inc.$21M52026-06-30
Flagship Harbor Advisors, LLC$20.8M602026-06-30
Rockefeller Capital Management LP$20.2M3462026-06-30
Vestgen Advisors, LLC$20.1M582026-06-30
Prospera Financial Services, Inc.$20.1M2702026-06-30
Ameritas Advisory Services, LLC$20M5502026-06-30
Rfg Advisory, LLC$19.7M1912026-06-30
Cooper McManus$19.1M632026-06-30
Foundations Investment Advisors, LLC$19.1M3022026-06-30
Img Wealth Management, Inc.$18.5M72026-06-30
Koshinski Asset Management, Inc.$18.1M692026-06-30
Hibernia Wealth Partners, LLC$18M72026-06-30
Solano Wealth Advisors$17.9M32026-06-30
Oppenheimer & Co. Inc.$17.6M1,1662026-06-30
Centennial Wealth Advisory LLC$17.2M102026-06-30
Tidemark, LLC$17.2M82026-06-30
Bleakley Financial Group, LLC$17.2M1242026-06-30
Goldenstone Wealth Management LLC$16.9M22026-06-30
Ifg Advisory, LLC$16.7M1102026-06-30
Keystone Financial Group$16.1M342026-06-30
UBS Group AG$15.7M02026-06-30
Hobart Private Capital, LLC$15.6M122026-06-30
Great Valley Advisor Group, LLC$15.6M2052026-06-30
Cooper Capital Advisors LLC$15.5M42026-06-30
Strategic Blueprint, LLC$15.2M552026-06-30
Benjamin Edwards Inc$15M02026-06-30
Meridian Wealth Management, LLC$14.7M582026-06-30
Key Financial, Inc.$14.7M82026-06-30
Arkadios Wealth Advisors$14.7M2262026-06-30
Psi Advisors, LLC$14.7M112026-06-30
Money Concepts Capital Corp$14.7M3892026-06-30
Concurrent Investment Advisors, LLC$14.5M3492026-06-30
World Investment Advisors$14.4M3592026-06-30
Capasso Planning Partners LLC$14.1M22026-06-30
Uniting Wealth Partners$13.9M162026-06-30
Pallas Capital Advisors, LLC$13.6M272026-06-30
Kovack Advisors, Inc.$13.4M2582026-06-30
Steward Partners Investment Advisory, LLC$13.3M4812026-06-30
Tower Wealth Partners$13M42026-06-30
Wcg Wealth Advisors LLC$12.9M1302026-06-30
Wealthplan Partners, LLC$12.7M262026-06-30
Ae Wealth Management LLC$12.6M4712026-06-30
Sigma Planning Corp$12.6M4742026-06-30
Apollon Wealth Management, LLC$12.6M1512026-06-30
Schulz Wealth, Ltd.$12.5M32026-06-30
Highpoint Advisor Group LLC$12.4M1142026-06-30
Geneos Wealth Management, Inc.$12.3M1932026-06-30
Sageguard Financial Group, LLC$12.3M142026-06-30
Regal Investment Advisors LLC$12.3M1172026-06-30
Capital Investment Advisory Services, LLC$11.8M1032026-06-30
Frederick Financial Consultants, LLC$11.6M02026-06-30
Wealthplan Investment Management, LLC$11.3M292026-06-30
Triton Wealth Management, PLLC$10.9M92026-06-30
Western Wealth Management, LLC$10.8M1122026-06-30
Solitude Financial Services, Inc.$10.6M62026-06-30
Pmg Wealth Management$10.2M42026-06-30
Wealthcare Investment Partners LLC$10M62026-06-30
Advisory Services Network$9.8M2532026-06-30
Jacobi Capital Management LLC$9.7M322026-06-30
Twin Peaks Wealth Advisors, LLC$9.7M102026-06-30
Seros Financial, LLC$9.7M82026-06-30
Gerald Baker Financial Group LLC$9.5M02026-06-30
Opus Financial Solutions LLC$9.3M22026-06-30
Golden State Wealth Management, LLC$9.2M472026-06-30
Kingsview Wealth Management, LLC$9.2M1152026-06-30
Madrona Financial Services, LLC$9.1M102026-06-30
Tounjian Advisory Partners, LLC$9M52026-06-30
Stewardship Concepts Financial Services LLC$9M42026-06-30
Arax Advisory Partners$8.9M2322026-06-30
Sun Financial Inc$8.8M32026-06-30
Financial Futures Ltd Liability Co.$8.7M32026-06-30
Gateway Wealth Partners, LLC$8.7M1012026-06-30
Pinnacle Financial Partners, Inc.$8.7M02026-06-30
Avaii Wealth Management, LLC$8.6M112026-06-30
Principal Securities, Inc.$8.5M1,4632026-06-30
Leclair Wealth Partners LLC$8.4M42026-06-30
Freegulliver, LLC$8.4M52026-06-30
Chris Bulman Inc$8.3M72026-06-30
Iams Wealth Management, LLC$8M532026-06-30
Pcg Wealth Advisors, LLC$8M182026-06-30
Farther Finance Advisors, LLC$7.7M3342026-06-30
Rubicon Advisors, Gp$7.6M112026-06-30
Three Cord True Wealth Management, LLC$7.6M62026-06-30
Gerber Kawasaki Wealth & Investment Management$7.5M392026-06-30
Maridea Wealth Management$7.3M382026-06-30
Ssi Investment Management LLC$7.3M02026-06-30
Family Capital Management, Inc.$7M42026-06-30
Wealth Watch Advisors, Inc$7M522026-06-30
Legacy Wealth Managment, Llc/id$7M492026-06-30
Rivertree Advisors, LLC$7M22026-06-30
Jpmorgan Chase & Co$6.9M02026-06-30
Synovus Financial Corp$6.8M02025-09-30
Kpp Advisory Services LLC$6.7M222026-06-30
Snowden Capital Advisors LLC$6.6M1222026-06-30
Scs Capital Management LLC$6.6M802026-06-30
Core Wealth Advisors, Inc.$6.5M112026-06-30
Kintra Wealth, LLC$6.3M472026-06-30
Atria Investments, Inc$6.3M62026-06-30
Traction Financial Partners, LLC$6.3M72026-06-30
Andina Capital Management, LLC$6.3M92026-06-30
Focus Wealth Advisors, LLC$6.3M12026-06-30
Simplicity Wealth, LLC$6.2M02026-06-30
Pine Valley Investments Ltd Liability Co$6M332026-06-30
Split Rock Private Trading & Wealth Management, LLC$6M52026-06-30
Stonebridge Financial Planning Group, LLC$5.9M52026-06-30
Keystone Wealth Services, LLC$5.5M122026-06-30
Stratos Wealth Advisors, LLC$5.4M712026-06-30
Gallagher Fiduciary Advisors, LLC$5.4M1262026-06-30
Ergawealth Advisors, Inc.$5.2M22026-06-30
Advisor Resource Council$5.2M862026-06-30
Ankerstar Wealth, LLC$5.2M62026-06-30
Cambridge Advisors Inc.$5.1M42026-06-30
Onedigital Investment Advisors LLC$5.1M3862026-06-30
Dynamic$5.1M752026-06-30
Wiser Advisor Group LLC$4.9M32026-06-30
Ifp Advisors, Inc$4.8M3182026-06-30
Mgo One Seven LLC$4.8M1182026-06-30
Bigelow Investment Advisors, LLC$4.7M42026-06-30
Creative Planning$4.7M1,1712026-06-30
Envestnet Portfolio Solutions, Inc.$4.6M32026-06-30
World Equity Group, Inc.$4.6M562026-06-30
Mutual Advisors, LLC$4.5M1532026-06-30
Integrated Advisors Network LLC$4.5M792026-06-30
Financial Guidance Group, Inc.$4.4M32026-06-30
Beacon Pointe Advisors, LLC$4.3M4662026-06-30
Accel Wealth Management$4.3M102026-06-30
First Heartland Consultants, Inc.$4.3M992026-06-30
Hilton Head Capital Partners, LLC$4.3M62026-06-30
Onyx Bridge Wealth Group LLC$4.2M222026-06-30
Trilogy Capital, Inc.$4.1M722026-06-30
Wealthcare Advisory Partners LLC$4.1M1702026-06-30
Trail Ridge Investment Advisors, LLC$4M82026-06-30
Integrity Alliance, Llc.$3.9M3532026-06-30
Harvest Investment Services, LLC$3.9M272026-06-30
Central Pacific Bank - Trust Division$3.9M02026-06-30
Noble Wealth Management Pbc.$3.9M42026-06-30
United Capital Financial Advisors, LLC$3.9M1662026-06-30
Novem Group$3.9M322026-06-30
Five Pine Wealth$3.8M32026-06-30
Per Stirling Capital Management, Llc.$3.8M312026-06-30
Denver Pwm, LLC$3.7M72026-06-30
Global Retirement Partners LLC$3.7M4912026-06-30
Nwf Advisory Services Inc.$3.7M1062026-06-30
International Assets Investment Management, LLC$3.6M1222026-06-30
Summit Financial, LLC$3.6M2292026-06-30
Perennial Investment Advisors, LLC$3.6M492026-06-30
Hbk Sorce Advisory LLC$3.6M732026-06-30
Mariner, LLC$3.6M02026-06-30
Captrust Financial Advisors$3.5M9622026-06-30
Savant Wealth Management$3.4M4052026-06-30
Optivise Advisory Services LLC$3.4M232026-06-30
Mercer Global Advisors Inc /adv$3.3M02026-06-30
Falcon Wealth Planning$3.3M242026-06-30
Financial Network Wealth Advisors LLC$3.3M72026-06-30
Southland Equity Partners, Llc.$3.3M252026-06-30
Acorn Wealth Advisors, LLC$3.3M52026-06-30
Cary Street Partners Financial LLC$3.3M02026-06-30
Prism Advisors, Inc.$3.2M52026-06-30
Silver Oak Securities, Incorporated$3.2M1172026-06-30
Perissos Private Wealth Management, LLC$3.1M22026-06-30
Nvest Financial, LLC$3.1M62026-06-30
Nuveen, LLC$3M02026-06-30
Aqr Capital Management LLC$3M12026-06-30
Rehmann Capital Advisory Group$3M422026-06-30
Bridgeport Financial Solutions$3M132026-06-30
Calton & Associates, Inc.$3M1402026-06-30
J.W. Cole Advisors, Inc.$3M4992026-06-30
Elevation Point Wealth Partners, LLC$2.9M562026-06-30
Vestmark Advisory Solutions, Inc.$2.9M82026-06-30
Slt Holdings LLC$2.8M42026-06-30
Navalign, LLC$2.8M82026-06-30
Boyum Wealth Architects LLC$2.8M122026-06-30
Cornerstone Wealth Management, LLC$2.8M02026-06-30
Private Trust Co NA$2.7M02026-06-30
Center for Financial Planning Inc$2.7M172026-06-30
Compass Financial Services Inc$2.7M72026-06-30
Mai Capital Management$2.6M3082026-06-30
Glen Eagle Advisors, LLC$2.6M132026-06-30
Amplius Wealth Advisors$2.6M112026-06-30
Ipsen Advisor Group LLC$2.5M32026-06-30
Corecap Advisors, LLC$2.5M1182026-06-30
Vise Technologies, Inc.$2.5M02026-06-30
Perigon Wealth Management, LLC$2.5M922026-06-30
Alphastar Capital Management, LLC$2.5M1572026-06-30
Pinnacle Associates, Ltd.$2.4M332026-06-30
Chicago Partners Investment Group LLC$2.4M572026-06-30
Maia Wealth LLC$2.4M412026-06-30
Secured Retirement Advisors, LLC$2.3M52026-06-30
Stephens Inc /ar$2.3M2432026-06-30
Stock Yards Bank & Trust Co$2.3M02026-06-30
Uptick Partners, LLC$2.2M172026-06-30
Davenport & Co LLC$2.2M3392026-06-30
Skyview Financial Group LLC$2.2M22025-12-31
Integrity Financial Corp /wa$2.2M142026-06-30
Pinnacle Wealth Management Advisory Group, LLC$2.2M102026-06-30
Bison Wealth, LLC$2.1M612026-06-30
Pks Advisory Services, LLC$2.1M462026-06-30
Lvz, Inc.$2.1M162026-06-30

The 250 largest of 559 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30