BUFZ — FT VEST LADDERED MODERATE BU
As of Q2 2026, 6 SEC-registered investment managers reported holding BUFZ (FT VEST LADDERED MODERATE BU) in their latest 13F filings, with a combined reported value of $3.64M across 130.29K shares. That is +68.1% by share count (+52.80K shares) versus the previous quarter, while reported value moved +78.7%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| AQR Capital Management history | Q2 2026 | 71.75K | $2.00M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 33.34K | $931.19K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 17.64K | $491.34K | 0.00% | New |
| Goldman Sachs Group history | Q3 2025 | 9.64K | $249.57K | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 4.28K | $119.62K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 3.10K | $86.69K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 180 | $5.03K | 0.00% | Reduce |
New Positions (Q2 2026)
- Citadel Advisors 33.34K sh · $931.19K
- JPMorgan Chase & Co 17.64K sh · $491.34K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| AQR Capital Management | — | — | 10.14K | 10.14K | 10.14K | 15.46K | 74.94K | 74.94K | 73.19K | 71.75K |
| Citadel Advisors | 10.74K | 19.77K | — | 25.22K | 23.55K | 37.07K | — | — | — | 33.34K |
| JPMorgan Chase & Co | — | — | — | — | 6.35K | 4.72K | 116.51K | 20 | — | 17.64K |
| Wells Fargo & Co | — | — | — | — | — | 215 | 3.38K | 3.17K | 3.17K | 4.28K |
| Morgan Stanley | — | — | — | — | — | — | — | 344 | 344 | 3.10K |
| UBS Group AG | — | — | — | — | — | — | — | — | 783 | 180 |
| Goldman Sachs Group | — | — | — | — | — | — | 9.64K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details