Who owns FT Vest Laddered Moderate Buffer ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BUFZ from SEC Form 13F filings across 142 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 142 institutions disclosed 30.2M shares of FT Vest Laddered Moderate Buffer ETF worth $807.8M — about 86.1% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
142
13F holders
$807.8M
value, 2026 filers
86.1%
of shares outstanding (30.2M sh)
32
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BUFZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.6M | $129.3M | 0.0% | 13.2% | +6.0% |
| 2 | Forge Financial Services LLC | 4.3M | $118.9M | 10.2% | 12.1% | +2.6% |
| 3 | RAYMOND JAMES FINANCIAL INC | 3.9M | $108.3M | 0.0% | 11.1% | +31.6% |
| 4 | OSAIC HOLDINGS, INC. | 1.6M | $43.4M | 0.1% | 4.4% | -17.2% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1.4M | $38.0M | 0.0% | 3.9% | -0.1% |
| 6 | Coppell Advisory Solutions LLCNEW | 1.3M | $370 | 0.0% | 3.6% | new |
| 7 | Cetera Investment Advisers | 1.1M | $31.0M | 0.0% | 3.2% | +10.2% |
| 8 | Kestra Advisory Services, LLC | 1.1M | $30.3M | 0.1% | 3.1% | -0.1% |
| 9 | Jacobi Capital Management LLC | 943,844 | $26.4M | 1.3% | 2.7% | +7.1% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 905,535 | $25.3M | 0.0% | 2.6% | +2.0% |
| 11 | TRUIST FINANCIAL CORP | 856,887 | $23.9M | 0.0% | 2.4% | +13.1% |
| 12 | Rise Advisors, LLC | 706,069 | $19.7M | 5.5% | 2% | +1.0% |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | 660,799 | $18.5M | 0.2% | 1.9% | +20.8% |
| 14 | Geneos Wealth Management Inc. | 485,389 | $13.6M | 0.3% | 1.4% | +4.1% |
| 15 | CreativeOne Wealth, LLC | 431,458 | $12.1M | 0.3% | 1.2% | +5.5% |
| 16 | ARQ WEALTH ADVISORS, LLCNEW | 425,045 | $11.9M | 1.5% | 1.2% | new |
| 17 | Bullseye Investment Management, LLCNEW | 289,497 | $8.1M | 4.0% | 0.8% | new |
| 18 | Kingsview Wealth Management, LLC | 238,562 | $6.7M | 0.1% | 0.7% | +32.3% |
| 19 | HARBOUR INVESTMENTS, INC. | 212,660 | $5.9M | 0.1% | 0.6% | +5.6% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 207,503 | $5.8M | 0.0% | 0.6% | +94.5% |
| 21 | BOS Asset Management, LLCNEW | 189,273 | $5.3M | 1.2% | 0.5% | new |
| 22 | Richmond Investment Services, LLC | 170,429 | $4.8M | 1.5% | 0.5% | -44.1% |
| 23 | AdvisorNet Financial, Inc | 165,122 | $4.6M | 0.2% | 0.5% | +47.4% |
| 24 | MML INVESTORS SERVICES, LLC | 160,860 | $4.5M | 0.0% | 0.5% | +39.4% |
| 25 | Goldenstone Wealth Management LLC | 151,750 | $4.2M | 2.8% | 0.4% | -2.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.