BUFG institutional holders

FIRST TR EXCHNG TRADED FD VI · 13F, 2026Q2

Managers holding89
Shares held8,353,753
Reported value$244.9m
Quarter flows10 new, 32 added, 29 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
COMMONWEALTH EQUITY SERVICES, LLC1,084,987$31.8m0.0%
ENVESTNET ASSET MANAGEMENT INC1,063,649$31.2m0.0%
Centennial Wealth Advisory LLC765,916$22.5m4.8%
LPL Financial LLC675,892$19.8m0.0%
Cetera Investment Advisers437,729$12.8m0.0%
OSAIC HOLDINGS, INC.401,362$11.8m0.0%
ASSETMARK, INC284,509$8.3m0.0%
Pinnacle Financial Partners, Inc.269,133$7.9m0.1%
FreeGulliver LLC240,658$7.1m2.5%
Geneos Wealth Management Inc.225,181$6.6m0.1%
Rockefeller Capital Management L.P.199,739$5.9m0.0%
Cambridge Investment Research Advisors, Inc.195,614$5.7m0.0%
WORLD EQUITY GROUP, INC.170,648$5.0m1.1%
Tradition Wealth Management, LLC169,744$5.0m0.3%
OneDigital Investment Advisors LLC142,866$4.2m0.0%
Valmark Advisers, Inc.118,508$3.5m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC113,545$3.4m0.0%
Valtinson Bruner Financial Planning LLC109,900$3.2m0.8%
TRANSCEND CAPITAL ADVISORS, LLC109,295$3.2m0.2%
Integrated Wealth Concepts LLC107,294$3.1m0.0%
Lunt Capital Management, Inc.86,670$2.5m0.9%
Kestra Advisory Services, LLC73,735$2.2m0.0%
Arkadios Wealth Advisors72,194$2.1m0.0%
Mariner, LLC63,251$1.9m0.0%
Ameritas Advisory Services, LLC61,095$1.8m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BUFG"). BUFG price history · All 13F data

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