BUFY institutional holders

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

Managers holding62
Shares held5,655,609
Reported value$132.4m
Quarter flows11 new, 36 added, 9 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
COMMONWEALTH EQUITY SERVICES, LLC742,624$17.4m0.0%
Janney Montgomery Scott LLC681,021$15.9m0.0%
Prasad Wealth Partners, LLC639,436$15.0m3.6%
ENVESTNET ASSET MANAGEMENT INC547,922$12.8m0.0%
Rockefeller Capital Management L.P.417,530$9.8m0.0%
Cetera Investment Advisers337,507$7.9m0.0%
OSAIC HOLDINGS, INC.167,781$3.9m0.0%
Advisory Services Network, LLC160,754$3.8m0.0%
LPL Financial LLC121,254$2.8m0.0%
Simplicity Wealth,LLC115,817$2.7m0.1%
INDEPENDENT FINANCIAL GROUP, LLC89,112$2.1m0.0%
Integrated Wealth Concepts LLC85,211$2.0m0.0%
Keystone Wealth Services, LLC84,996$2.0m0.4%
Opus Financial Solutions LLC76,982$1.8m1.5%
AssuredPartners Investment Advisors, LLC75,643$1.8m0.2%
NewEdge Advisors, LLC73,763$1.7m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC71,746$1.7m0.0%
WEDBUSH SECURITIES INC70,247$1.6m0.0%
VIMA LLC69,046$1.6m1.6%
Cambridge Investment Research Advisors, Inc.66,398$1.6m0.0%
Visionary Wealth Advisors65,250$1.5m0.1%
OLD MISSION CAPITAL LLC58,399$1.4m0.0%
Prospera Financial Services Inc54,198$1.3m0.0%
McKinley Carter Wealth Services, Inc.48,951$1.1m0.1%
Brookstone Capital Management38,400$898,8670.0%

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

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